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Underestimating the turning point for Azure and Copilot! Morgan Stanley: The market giving Microsoft only a “16x PE” is too low.

Underestimating the turning point for Azure and Copilot! Morgan Stanley: The market giving Microsoft only a “16x PE” is too low.

Morgan Stanley believes Microsoft is at a key turning point in the AI monetization cycle, while the market seems to have yet to fully price in this opportunity. According to Wind Chasing Trading Desk, on July 21, the Adam Wood team at Morgan Stanley released a research report, stating that

Reevaluating NIO? From "money-burning carmaker" to "AI chip platform"

Reevaluating NIO? From "money-burning carmaker" to "AI chip platform"

The public appearance of NIO’s chip subsidiary is quietly rewriting the market’s valuation logic for this EV company. According to Chasing Wind Trading Desk, Morgan Stanley stated in their latest research report that NIO’s chip division, GeniTech, made its debut as an independent brand at the 2026

Lowering "AI costs" is an inevitable trend! Meta is working on "model routing," replicating OpenRouter

Lowering "AI costs" is an inevitable trend! Meta is working on "model routing," replicating OpenRouter

``` Under the pressure of continuously expanding AI infrastructure spending, Meta is trying to find cost reduction solutions internally. On July 21, according to tech media The Information, Meta’s internal AI incubator AAI Labs is developing an AI model routing tool called "Switchboard." Its core logic is highly

Vera Rubin’s measured performance is revealed for the first time, with a significant boost! Nvidia “crashes the party” ahead of AMD’s conference.

Vera Rubin’s measured performance is revealed for the first time, with a significant boost! Nvidia “crashes the party” ahead of AMD’s conference.

``` On the eve of rival AMD's annual product launch, NVIDIA delivered a heavy blow, intensively unveiling real-world performance data of its next-generation Vera Rubin platform and officially revealing the full specifications of its self-developed Vera CPU chip. On Tuesday, NVIDIA disclosed that the Vera CPU's performance

After a sharp decline approaching "oversold," has gold bottomed out?

After a sharp decline approaching "oversold," has gold bottomed out?

``` After several months of deep adjustment, gold is now standing at a critical intersection of technical and fundamental factors. Since the end of February this year, gold prices have fallen by about 22%, but multiple technical indicators show that selling pressure is weakening. The weekly RSI is approaching oversold territory,

Wall Street News Breakfast FM-Radio | July 22, 2026

Wall Street News Breakfast FM-Radio | July 22, 2026

``` Huajian Morning Voice Listeners, please upgrade to the latest version of Jianwen APP to successfully listen to the following audio. Market Overview Chip stocks rebounded sharply, driving US stocks to close higher. Previously battered momentum stocks recorded the strongest daily performance in five years. The Nasdaq led gains, with investors

Two major negative factors impact but fall short of expectations; AI hardware stocks find support, Philadelphia Semiconductor Index rises for two consecutive days.

Two major negative factors impact but fall short of expectations; AI hardware stocks find support, Philadelphia Semiconductor Index rises for two consecutive days.

``` Resistance to data center construction and open-source models are seen as overinterpreted; the fundamentals of semiconductor demand remain solid On Tuesday, the semiconductor sector led by memory chip manufacturers surged over 5%, outperforming the broader market for two consecutive trading days. According to Bloomberg analysis, although short covering provided short-term