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Doubts about Oracle's "blockbuster deal": All relying on OpenAI, revenue is all long-term, can it make money, is there enough money to build it?

Doubts about Oracle's "blockbuster deal": All relying on OpenAI, revenue is all long-term, can it make money, is there enough money to build it?

``` Oracle's latest financial report has thrown the market into a paradoxical frenzy. On one hand, the company's current revenue and short-term guidance both missed expectations; on the other hand, its remaining performance obligation (RPO, i.e., backlog orders) surged overnight to a "jaw-dropping" $455

McKinsey's Eric Labaye: Generative AI May Widen the Technology Gap

McKinsey's Eric Labaye: Generative AI May Widen the Technology Gap

``` “The biggest bottleneck in AI development is organizational culture.” On September 11, Joe Ngai, Chairman of McKinsey Greater China, said this at the 2025 Bund Summit. In his speech, “From ‘World Factory’ to ‘Global Corporate Citizen’,” Joe Ngai presented three key observations—embracing the AI dividend requires organizational transformation, the

Rookie has its own new story.

Rookie has its own new story.

``` Author | Huang Yu Editor | Wang Xiaojuan After nearly two years of adjustments, Cainiao, now twelve years old, stands before everyone with a brand new look. On September 10th, an anniversary of special significance to the Alibaba Group, Cainiao held its annual Global Smart Logistics Summit and announced its growth to

The Fed’s rate cut next week is a foregone conclusion—can tonight’s CPI open the door to a 50-basis-point move?

The Fed’s rate cut next week is a foregone conclusion—can tonight’s CPI open the door to a 50-basis-point move?

``` Over the past two weeks, a series of dovish economic data has paved the way for a Fed rate cut—from Powell’s dovish turn in Jackson Hole, to last Friday’s weak non-farm payrolls report, then to this week’s revision down of 911,000 jobs, as well as

“Yuval Noah Harari, author of the ‘Sapiens’ series: In the age of AI, speed alone is not progress.”

“Yuval Noah Harari, author of the ‘Sapiens’ series: In the age of AI, speed alone is not progress.”

``` On September 11th, at the 2025 Inclusion·Bund Conference, historian, philosopher, and author of the “Sapiens” series Yuval Noah Harari pointed out that progress should not be measured solely by the speed of technological advancement, but rather by whether humanity can establish cooperation, trust, and empathy. “I am not opposed

Zhu Xiaohu: AI To C will experience an explosion next year.

Zhu Xiaohu: AI To C will experience an explosion next year.

``` Will AI reshape user entry points, business models, and industry divisions? On September 11, at the 2025 Bund Conference Industry Roundtable, Ant Group CEO Han Xinyi, Xiaomi Group Mobile Department Vice President Zhang Lei, and GSR Ventures Managing Partner Zhu Xiaohu had a discussion on this hot industry topic. The

America’s $500 Billion Stargate “Fails,” China’s DeepSeek Strikes Back and Shatters the Computing Power Myth? [Master Wang Zijing’s Lecture 1.1]

America’s $500 Billion Stargate “Fails,” China’s DeepSeek Strikes Back and Shatters the Computing Power Myth? [Master Wang Zijing’s Lecture 1.1]

``` Content of This Issue Hello to all Wallstreetcn users, I am Wang Zijin, Chief Analyst for the Computer Industry at Soochow Securities. Welcome to my masterclass "The China-US AI Investment Paradigm." I am honored to be sharing my views in this class and hope you find it rewarding.