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Every six months, there’s a wave of “AI bubble talk”—when will the “wolf really come”?

Every six months, there’s a wave of “AI bubble talk”—when will the “wolf really come”?

``` Just like a clock, every six months, a similar plot unfolds again. The "AI bubble theory" always appears on time, causing a brief panic in the market, only to be quickly drowned out by another wave of mania. From Goldman Sachs questioning its commercial returns, to China launching

Trump announces price reduction deal; Pfizer granted three-year exemption from drug tariffs, shares rise over 6% intraday.

Trump announces price reduction deal; Pfizer granted three-year exemption from drug tariffs, shares rise over 6% intraday.

``` Before the Trump administration’s 100% ultra-high drug tariffs came into effect, American pharmaceutical giant Pfizer secured a three-year exemption from drug tariffs through an agreement to lower drug prices. On Tuesday, September 30 Eastern Time, U.S. President Trump announced at the White House that his administration had reached

Mexican tycoon bets on natural gas, signs $2 billion contract

Mexican tycoon bets on natural gas, signs $2 billion contract

``` Grupo Carso, owned by Mexico's richest man Carlos Slim, has signed a $1.99 billion service contract with Mexico's state oil company Pemex to drill 32 wells in the country’s gas-rich Ixachi field in Veracruz state over the next three years. This marks a further

Citi significantly raised its forecast for Google’s capital expenditures to $111 billion, as strong AI demand may continue to drive up capital spending.

Citi significantly raised its forecast for Google’s capital expenditures to $111 billion, as strong AI demand may continue to drive up capital spending.

``` Citibank stated in its latest report on Tuesday that as demand for generative AI continues to exceed supply and Google's product iteration accelerates, the bank has raised its capital expenditure forecasts for Google in 2026 and beyond. Citi expects Google’s capital expenditure in 2026 to reach about

This is not Internet Bubble 2.0! Citigroup sharply raises its AI capital expenditure forecast, saying that AI infrastructure deployment is "accelerating rapidly."

This is not Internet Bubble 2.0! Citigroup sharply raises its AI capital expenditure forecast, saying that AI infrastructure deployment is "accelerating rapidly."

Citi Group’s latest research suggests that investment and deployment in artificial intelligence infrastructure is “accelerating rapidly” at a pace far exceeding expectations. This is not a repeat of the internet bubble of 2000—the key difference lies in the real, enterprise-level demand providing an “outlet” for this wave of

Tesla—the original “internet-famous stock” makes a strong comeback!

Tesla—the original “internet-famous stock” makes a strong comeback!

Tesla is reigniting market frenzy. Driven by Elon Musk’s renewed focus on the company’s business and the market’s optimistic expectations for upcoming delivery data, shares of the electric vehicle giant are experiencing a strong rebound, demonstrating its powerful market appeal as the “OG meme stonk.” Since the

Signal of monetary policy shift? The Bank of Japan will reduce purchases of super-long bonds next quarter, with the purchase amount down 15% quarter-on-quarter.

Signal of monetary policy shift? The Bank of Japan will reduce purchases of super-long bonds next quarter, with the purchase amount down 15% quarter-on-quarter.

The Bank of Japan has announced that it will reduce the scale of ultra-long-term bond purchases next quarter. According to a statement released on Tuesday, the Bank of Japan will purchase 345 billion yen (about $2.3 billion) of bonds with maturities of 10 to 25 years each month next