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``` The stock market’s enthusiasm for AI investments remains unabated, but the bond market is quietly sending warning signals. As AI capital expenditures from hyperscale cloud companies continue to climb, tolerance in the credit market is noticeably narrowing. Meta’s $27 billion "Hyperion" financing bond fell from a

``` Brent crude oil briefly returned above $100 per barrel this week. The market's focus is gradually shifting from the geopolitical conflict itself to expectations about the duration of the conflict, with this variable becoming a key factor determining oil price trends. On July 24, JPMorgan's Global

``` Capital flow data shows that global investors are undergoing a profound asset reallocation. According to Wind Chasing Trading Desk, Bank of America’s latest “The Flow Show” report reveals that amid rising expectations for Fed rate hikes and persistently high long-term yields, smart money is accelerating into emerging markets, technology

``` Intel has significantly raised its 2026 capital expenditure guidance from $17 billion to over $20 billion, and announced it will further increase spending significantly in 2027. This, together with its overall better-than-expected quarterly performance, sends a clear signal to the market: The chip giant is betting on a long-term expansion

``` South Korean President Lee Jae-myung embarks on a trip to Silicon Valley, with Samsung Electronics and SK Hynix expected to leverage the visit to advance major collaborations with U.S. tech giants, covering memory chip supply, strategic investments, and AI infrastructure construction. On July 24th, according to Bloomberg, senior officials

``` The escalation of the US-Iran conflict has sparked a rise in market risk aversion, and US stocks faced selling pressure on Thursday. However, several experienced market strategists believe that geopolitical risks usually only cause short-term fluctuations and are unlikely to change long-term market trends. This round of correction could instead

``` Eurozone economic activity saw significant improvement in July, with the composite PMI returning to expansion territory and far exceeding market expectations, as signs of recovery appeared in both the German and French economies. However, as US-Iran tensions escalate again, oil and gas prices are under renewed pressure, and risks from