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The six-month-long war with Iran disrupted the Federal Reserve's September interest rate decision.

The six-month-long war with Iran disrupted the Federal Reserve's September interest rate decision.

The six-month-long war with Iran is pushing the Federal Reserve to a tricky policy crossroads. Energy prices continue to rise, but the process of cooling inflation has been slow to materialize. Federal Reserve Governor Michael Barr signaled a clear interest rate hike on Tuesday, stating that the Fed should raise

This is strikingly similar to the eve of the 1997 financial crisis! HSBC warns: This time, the eye of the storm in Asia isn't in the foreign exchange market, but in AI.

This is strikingly similar to the eve of the 1997 financial crisis! HSBC warns: This time, the eye of the storm in Asia isn't in the foreign exchange market, but in AI.

The current Asian financial environment is strikingly similar to that on the eve of the 1997 crisis—high US Treasury yields, a weak yen, and widespread optimism in the technology sector—but HSBC’s chief economist warns that the real threat has quietly shifted this time. In a research report

Dell's growth logic has changed! Goldman Sachs: AI is driving enterprise server replacements, and demand for traditional servers is surging beyond expectations!

Dell's growth logic has changed! Goldman Sachs: AI is driving enterprise server replacements, and demand for traditional servers is surging beyond expectations!

Driven by both AI demand and the wave of enterprise IT hardware upgrades, Dell's growth trajectory is being reshaped. Dell's second-quarter (F2Q27) fiscal 2027 results exceeded expectations across the board. Non-GAAP earnings per share reached $7.04, significantly surpassing Goldman Sachs' estimate of $4.96,

OpenAI's product manager discusses the "third era" of AI: Agents will become collaborators during their growth phase, and corporate competition will shift to "who can steer the ship better."

OpenAI's product manager discusses the "third era" of AI: Agents will become collaborators during their growth phase, and corporate competition will shift to "who can steer the ship better."

If chat is the first era of AI products, and agents are the second era, then what might the third era be? Tara Seshan, product lead for OpenAI Codex and ChatGPT Work, offers the answer: an AI colleague who can work long-term and collaborate with you repeatedly. In an episode

Goldman Sachs' Silicon Valley field research: AI accelerates industry reshuffling; data barriers, workflows, and pricing power build corporate moats.

Goldman Sachs' Silicon Valley field research: AI accelerates industry reshuffling; data barriers, workflows, and pricing power build corporate moats.

AI is reshaping the competitive landscape of the information and business services industries. The uniqueness of data assets, control over workflows, and monetization capabilities will determine which companies will emerge victorious in this transformation. According to TrendFocus, Goldman Sachs released a research report after completing its third annual Silicon Valley

Gold selling pressure is about to dry up! Deutsche Bank: Even a hawkish Fed can't stop precious metals from strengthening; the next round of gains may be driven by active funds.

Gold selling pressure is about to dry up! Deutsche Bank: Even a hawkish Fed can't stop precious metals from strengthening; the next round of gains may be driven by active funds.

The gold market is at a critical turning point. A recent study by Deutsche Bank indicates that the systematic trading action (CTA) buying that has driven the current gold rally is nearing its end, while selling pressure is also almost exhausted. This combination suggests that even if the Federal Reserve

Altman discusses next-generation models: RSI will delay IPO; some new AI clouds are "unsustainable folly".

Altman discusses next-generation models: RSI will delay IPO; some new AI clouds are "unsustainable folly".

OpenAI CEO Sam Altman warned that Recursive Self-Improvement (RSI) may arrive sooner than expected, and this judgment will profoundly affect the direction of capital expenditure in the AI industry, the commercial priorities of cutting-edge laboratories, and even OpenAI's own timeline for going public. In an in-depth podcast interview,