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Big contracts, big goals, high expectations! For Oracle, the market remains "skeptical."

Big contracts, big goals, high expectations! For Oracle, the market remains "skeptical."

``` Author of this article: Li Jia Source: Hard AI Recently, Oracle's Investor Day released several major announcements: including a series of large orders, an upward revision of its already lofty fiscal 2030 revenue growth target, and an increase in the compound annual growth rate for earnings per share.

Will the historically high "gold-oil ratio" return?

Will the historically high "gold-oil ratio" return?

``` 1. How to explain the current large divergence in the gold-oil price ratio? The current gold-oil price ratio is the second highest in history, only lower than the negative oil price stage during the 2020 pandemic oil glut. We believe the difference comes from pricing factors— 1) Crude oil is

AI capital expenditure is too overheated? Goldman Sachs: This is just the beginning.

AI capital expenditure is too overheated? Goldman Sachs: This is just the beginning.

``` Recently, massive capital expenditures in the AI sector have sparked market concerns about their sustainability. A new research report from Goldman Sachs clearly reveals that the current scale of AI investment is far from overheating, and this level of investment is sustainable, meaning the macro story of AI infrastructure construction

Head of Russian sovereign fund @Musk: Build a "Bering Strait tunnel" to connect Russia and the US

Head of Russian sovereign fund @Musk: Build a "Bering Strait tunnel" to connect Russia and the US

``` Kirill Dmitriev, head of the Russian sovereign wealth fund, proposed on social media that Elon Musk’s Boring Company build an undersea tunnel beneath the Bering Strait connecting Russia and Alaska, to be named the "Putin-Trump Tunnel." This proposal came after Trump and Putin had a phone conversation

Worried about a "bubble," the "most speculative" South Koreans have started buying "U.S. VIX."

Worried about a "bubble," the "most speculative" South Koreans have started buying "U.S. VIX."

``` Amid growing concerns over a valuation bubble in US stocks, South Korean retail investors known for aggressive trading are turning to complex leveraged VIX products, making large bets on sharp market volatility. According to data from Korea Securities Depository, so far this year, 2x leveraged long VIX futures ETFs have

The “valuation logic” of “Bitcoin miners”: “Generating electricity for AI” is several times greater than “mining Bitcoin”.

The “valuation logic” of “Bitcoin miners”: “Generating electricity for AI” is several times greater than “mining Bitcoin”.

``` The valuation logic of Bitcoin mining companies is undergoing a fundamental restructuring. With ready access to the power grid, these companies are rapidly transforming into technology infrastructure providers. The ability to immediately supply power to AI data centers has become a core advantage, helping Bitcoin mining companies gradually break free

Tmall Double 11 has unlocked a new trillion-yuan market.

Tmall Double 11 has unlocked a new trillion-yuan market.

``` Author | Huang Yu Editor | Wang Xiaojuan In the blink of an eye, Double 11 has reached its 17th year. This business symbol, which has long since become a totem of Chinese consumer vitality, has now also lost its "thrill" of the peak period. Shedding its past halo, as