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The phased agreement between the US and Iran has been implemented, oil prices have sharply retreated, but the rebound in risk assets has disappointed market participants. According to Chase Trading Desk, Henry Allen, a macro strategist at Deutsche Bank, pointed out in his latest research report that the Fed’s

For the first time in decades, the United States has granted a comprehensive exemption to its oil sanctions against Iran. Iranian exporters are racing to launch an offensive towards Asia’s largest oil buyers, aiming to clear the backlog of offshore inventories and expand their buyer pool within a 60-day

``` STMicroelectronics is preparing to raise prices for microcontrollers (MCUs) for the second time this year, reflecting the reality that cost pressures in the semiconductor supply chain continue to accumulate and the industry's wave of price hikes is accelerating. According to a TrendForce report on Tuesday, STMicroelectronics has notified

``` Qualcomm is accelerating its layout in the AI software infrastructure sector, extending its reach from chip hardware to AI full-stack capabilities. According to Bloomberg, Qualcomm is engaged in deep acquisition talks with AI infrastructure software company Modular, with the deal valued at around $4 billion. Sources say the agreement could

``` Nvidia's pricing power is being directly questioned by the market. Trading data from prediction market Kalshi shows that traders are generally betting that the leasing price for Nvidia’s flagship GPU chip, the B200, will not return to recent highs by the end of the second quarter. This

There is serious opposition between the navigation directives of the US and Iran in the Strait of Hormuz. Although a ceasefire agreement at the macro level has driven the strait’s traffic to its highest level since the conflict began, micro-level navigation games are pushing international shipowners and insurers into

Volcano Engine has launched three models in rapid succession, comprehensively targeting the production-level AI market with an intensive product pace and aggressive pricing strategy. On Tuesday, Volcano Engine officially released the Doubao large model 2.1 series, including the flagship Doubao-Seed-2.1-Pro and the lightweight Doubao-Seed-2.1-Turbo, with API fully