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``` 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

Wall Street's major investment banks are collectively cooling their outlook on gold. Following Goldman Sachs’ sharp cut to its gold price target last week, Deutsche Bank followed suit on Monday, lowering its gold price forecast by up to 22%, marking the latest sign of fading bullish sentiment. According

``` Oracle Corporation has carried out massive layoffs over the past 12 months, with the scale of reductions far exceeding previous public knowledge, and has for the first time openly admitted in regulatory filings that artificial intelligence technology has led to the elimination of certain jobs. In its annual financial regulatory

The expansion of AI computing power is pushing fluorine chemical engineering from refrigerants and traditional materials toward new scenarios such as semiconductor manufacturing, liquid cooling, and PCB high-speed materials. Since May, the fluorine chemical sector has significantly outperformed the overall chemical market. The rise is not due to a single