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To address power shortages, the United States plans to add up to 10 new nuclear reactors, which may be paid for by Japan.

To address power shortages, the United States plans to add up to 10 new nuclear reactors, which may be paid for by Japan.

The US government plans to procure and own up to 10 newly built large nuclear reactors in response to the surge in electricity demand brought by data centers and the development of artificial intelligence. On November 19, according to media reports, US Department of Energy Chief of Staff Carl Coe

How is the AI boom reshaping the global commodity supercycle?

How is the AI boom reshaping the global commodity supercycle?

Barclays believes the AI investment frenzy is fueling a global supercycle in commodities, representing significant opportunities for investors. According to SuiFeng Trading Desk, on November 19, Barclays Research published a report stating that as AI infrastructure construction continues to upgrade, the demand for certain minerals and rare earth elements will

Huang Renxun impressed Trump? Reports say the White House is pressuring Congress to block the bill restricting AI chip exports.

Huang Renxun impressed Trump? Reports say the White House is pressuring Congress to block the bill restricting AI chip exports.

The White House is taking proactive measures to intervene in the legislative process, aiming to block a new bill intended to restrict AI chip exports from being included in the annual defense budget. If this move succeeds, it would mean a major victory for semiconductor giants like NVIDIA in maintaining

Private credit faces another blowout! BlackRock "rarely" waives management fees as its private credit fund performs poorly.

Private credit faces another blowout! BlackRock "rarely" waives management fees as its private credit fund performs poorly.

``` According to media reports on Thursday, a private credit collateralized loan obligation (CLO) under BlackRock failed a key test due to deteriorating asset quality. The world’s largest asset management company was forced to take the rare step of waiving part of its management fees to ease the default situation.

Driven by PCs and AI, Lenovo's third-quarter revenue surged 15%, but rising storage chip prices eroded profits | Earnings Report Insights

Driven by PCs and AI, Lenovo's third-quarter revenue surged 15%, but rising storage chip prices eroded profits | Earnings Report Insights

Lenovo Group’s latest financial report presents a mixed picture. Although a strong rebound in its personal computer (PC) business and booming demand for artificial intelligence (AI) servers jointly drove its quarterly revenue growth beyond expectations, declining net profits and the specter of rising key component costs are casting uncertainty

Entangled in the Epstein scandal, former Harvard president Summers is "disgraced."

Entangled in the Epstein scandal, former Harvard president Summers is "disgraced."

``` With the release of private communications with the late sex offender Jeffrey Epstein, former Harvard president Larry Summers is facing a severe reputation crisis and career upheaval. After the letters revealed he sought Epstein’s advice on pursuing a Chinese woman, he not only resigned from his board position at

Japan’s stocks, bonds, and currency face a “triple consecutive sell-off”: The “Kishida trade” is over, and the “Sell Japan” trade has only just begun.

Japan’s stocks, bonds, and currency face a “triple consecutive sell-off”: The “Kishida trade” is over, and the “Sell Japan” trade has only just begun.

Japanese Prime Minister Sanae Takaichi is facing her first major market test since taking office—the upcoming fiscal stimulus plan threatens to upend the market rally sparked by her election. As markets expect the Japanese government to announce the long-awaited economic stimulus package on Friday, Japanese government bonds have plunged