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Morgan Stanley: The market is underestimating next year's potential "major AI catalysts," but key uncertainties remain.

Morgan Stanley: The market is underestimating next year's potential "major AI catalysts," but key uncertainties remain.

``` Author: Long Yue Source: Hard AI An AI capability leap driven by computing power may be brewing. According to Hard AI, Morgan Stanley stated in a recent report that the market may be seriously underestimating a major boon in the field of artificial intelligence likely to arrive in 2026—a

Who will be the next Federal Reserve Chair? Bessent has already interviewed 11 candidates, and 4 people have the best chance.

Who will be the next Federal Reserve Chair? Bessent has already interviewed 11 candidates, and 4 people have the best chance.

``` The weeks-long interviews for the next Fed Chair candidates have concluded, and Trump is about to make a final decision from the four leading contenders: Warsh, Waller, Hassett, and Rick Rieder. On October 9, according to the Financial Times, U.S. Treasury Secretary Bassent has completed the final round of

Join the "AI bubble" debate, Goldman Sachs: There is no bubble yet!

Join the "AI bubble" debate, Goldman Sachs: There is no bubble yet!

``` Author: Li Xiaoyin Source: Hard AI The surge in AI-driven tech stocks is sparking an intense debate about a “bubble” in the market. Recently, Goldman Sachs analysts Peter Oppenheimer, Sharon Bell and others gave a clear answer in their latest research report: Although the current market exhibits some characteristics of

HSBC plans to privatize Hang Seng Bank for $13.6 billion, offering a premium of over 30%.

HSBC plans to privatize Hang Seng Bank for $13.6 billion, offering a premium of over 30%.

``` HSBC plans to privatize Hang Seng Bank through a scheme of arrangement, offering a per-share price at a premium of over 30%. According to a Reuters report on the 9th, HSBC Holdings plans to privatize its Hong Kong subsidiary, Hang Seng Bank, for a total price of about $13.6

So popular! Despite usage restrictions, Sora APP's first-week downloads surpassed ChatGPT.

So popular! Despite usage restrictions, Sora APP's first-week downloads surpassed ChatGPT.

``` OpenAI's video generation app Sora set an impressive download record in its first week of release. Even with invitation-only access, its performance on the iOS platform has already surpassed ChatGPT's achievements during its debut week. According to the latest data from app intelligence provider Appfigures, Sora

Coreweave CEO refutes "AI closed loop": All the big companies are investing heavily in infrastructure—where is the loop? It's all demand.

Coreweave CEO refutes "AI closed loop": All the big companies are investing heavily in infrastructure—where is the loop? It's all demand.

``` CoreWeave, an AI cloud infrastructure provider, CEO Michael Intrator strongly refuted Wall Street's concerns over "circular investing" among tech giants, calling such claims "fundamentally flawed." On October 9, according to CNBC, in an interview on Wednesday, CoreWeave CEO Michael Intrator said the tech industry

Bullish on Sanae Takaichi’s stimulus policies, Japanese securities firms “en masse” raise Nikkei Index target levels.

Bullish on Sanae Takaichi’s stimulus policies, Japanese securities firms “en masse” raise Nikkei Index target levels.

Due to optimism that the new ruling party leader Sanae Takaichi may introduce a large-scale economic stimulus plan, several major Japanese securities firms are now competing to raise their year-end target for the Nikkei 225 index. The latest expression of this optimism is that Japan’s largest securities firms, including