Latest

``` SpaceX's first investment-grade bond issuance is providing new evidence for the market’s assessment that US long-term real interest rates are rising. This financing not only reflects the US capital market's continued enthusiasm for ultra-long-term growth projects, but also tests the US economy's ability

``` The AI infrastructure market is simultaneously exhibiting two new signals: server rental costs continue to decline, and the growth rate of compute Token expenditures is stabilizing. These two signals jointly point to a core question in the AI field — is declining AI cost driving more demand, or eroding existing pricing

``` Lori Calvasina, Head of U.S. Equity Strategy at RBC Capital Markets, said that as long as the Federal Reserve’s tightening cycle remains moderate, the U.S. stock market should be able to withstand interest rate hikes. “As long as there are about two rate hikes of 25 basis

``` Google’s artificial intelligence research arm, Google DeepMind, has entered into a strategic partnership and completed an investment with the independent film studio A24, marking a direct convergence between Silicon Valley’s leading AI forces and Hollywood’s creative production. According to Bloomberg, the cooperation will cover multiple joint research

``` As UK Prime Minister Starmer announced his resignation and the Labour Party quickly rallied behind the popular successor Burnham, Wall Street’s attitude toward pound-denominated assets swiftly turned optimistic. JPMorgan believes UK political risk is declining and has resumed a bullish stance on the pound. On the morning of the

Alphabet's intraday drop on Monday once exceeded 6%, marking its largest intraday decline since early February and dragging down other stocks among the "Magnificent Seven" tech giants. Last weekend, the company lost its second renowned AI researcher. Google DeepMind Vice President John Jumper announced his departure

``` SpaceX is accelerating its transformation into an AI computing infrastructure provider. After signing large-scale compute lease agreements with Google and Anthropic, SpaceX has added a new emerging AI startup to its client list. According to Reflection AI’s announcement on Monday, the company will pay SpaceX’s AI division SpaceXAI