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AI giants officially face off in court: Musk seeks up to $134 billion in damages from OpenAI and Microsoft

AI giants officially face off in court: Musk seeks up to $134 billion in damages from OpenAI and Microsoft

Musk has officially filed a lawsuit in court, demanding that OpenAI and its partner Microsoft pay compensation ranging from $79 billion to $134 billion. The accusation claims that OpenAI has betrayed its original nonprofit mission, switched to a for-profit model, and formed a deep alliance with Microsoft—constituting fraud. The

The luxury car myth is shattered: Porsche sales see the largest decline in 16 years.

The luxury car myth is shattered: Porsche sales see the largest decline in 16 years.

``` Porsche, the global leader in the luxury sports car market, is facing its most severe challenge since the 2009 financial crisis, with its “mythical” halo of high growth fading abruptly in 2025. The latest data shows that the German manufacturer has suffered its largest annual sales decline in 16 years,

Bank of America: The storage industry is increasingly resembling "chip foundry" -- with weaker cyclicality and higher profit margins.

Bank of America: The storage industry is increasingly resembling "chip foundry" -- with weaker cyclicality and higher profit margins.

Bank of America Securities’ latest research report points out that the global memory chip industry’s business model is increasingly resembling the foundry chip industry, showing “foundry-like” characteristics of weakening cyclicality, stabilizing prices, and continually rising profit margins. This transformation is supported by multiple factors: since early 2026, spot prices

The United States will temporarily not impose tariffs on "critical minerals". JPMorgan: Silver has held up for now, but the risk of a pullback is significant; this is an opportunity for gold.

The United States will temporarily not impose tariffs on "critical minerals". JPMorgan: Silver has held up for now, but the risk of a pullback is significant; this is an opportunity for gold.

J.P. Morgan’s latest research report indicates that the 232 key minerals executive order adopts a relatively mild regulatory stance, and has not yet imposed tariffs on precious metals such as silver. This policy environment is positive for the market. The bank maintains a strong bullish outlook for gold,

"Father of HBM": The commercialization of high bandwidth flash (HBF) is progressing faster than expected, and it may be integrated into GPUs within 2-3 years, with a market size expected to surpass HBM.

"Father of HBM": The commercialization of high bandwidth flash (HBF) is progressing faster than expected, and it may be integrated into GPUs within 2-3 years, with a market size expected to surpass HBM.

The commercialization process of High Bandwidth Flash (HBF) is accelerating, and this new storage technology, regarded as the "NAND version of HBM," is expected to be implemented earlier than anticipated. Professor Kim Joungho of KAIST, known as the "Father of HBM," recently revealed that Samsung Electronics

"AI Cloud" is making a comeback again! From 2026 to now, CoreWeave has surged over 40%, and Nebius has risen nearly 30%.

"AI Cloud" is making a comeback again! From 2026 to now, CoreWeave has surged over 40%, and Nebius has risen nearly 30%.

``` After the previous round of rapid surges and declines, trading around AI infrastructure, data centers, and high-performance computing—the “AI Cloud”—is returning, with capital once again flowing into the purest beneficiaries on the computing power supply side. Since 2026, CoreWeave has risen by over 40%, Nebius by nearly 30%

Hassett is "out," but why did U.S. Treasury bonds "fall instead of rise"?

Hassett is "out," but why did U.S. Treasury bonds "fall instead of rise"?

Trump showed hesitation about nominating Hassett as the Chair of the Federal Reserve, breaking the recent calm in the US Treasury market. According to Wallstreetcn, on Friday, January 16th local time, Trump stated that if Kevin Hassett were to leave his position as Director of the White House National Economic