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Trump wants to create an "artificial intelligence force," after previously calling the "AI security risks" a "hoax."

Trump wants to create an "artificial intelligence force," after previously calling the "AI security risks" a "hoax."

Under pressure from both industry warnings and rising voter skepticism, Trump announced the formation of a federal AI agency, but the policy direction remains unclear and market observers are skeptical of its actual effectiveness. According to Xinhua News Agency , U.S. President Trump posted on social media on the 19th

JPMorgan Chase provides a timeline: the biggest impact of El Niño on global agriculture will occur in the first quarter of next year.

JPMorgan Chase provides a timeline: the biggest impact of El Niño on global agriculture will occur in the first quarter of next year.

Risks to the global food supply chain are accumulating rapidly. JPMorgan analysts warn that the intensifying El Niño phenomenon, coupled with global diesel and fertilizer shortages, is expected to have the greatest impact on agricultural production in the first quarter of 2027. On September 18, Tracey Allen, head of agricultural

Is oil refining becoming a global energy bottleneck, and is the United States not far from imposing an export ban?

Is oil refining becoming a global energy bottleneck, and is the United States not far from imposing an export ban?

The wars in Russia and Ukraine, as well as the wars in the Middle East, are simultaneously impacting the global oil refining system, causing diesel supply shortages and soaring prices. The United States is facing pressure to become the "last resort," while calls are growing across the US

Oracle's $18 billion AI loan is being sold at a discount, highlighting the pressure on its AI financing chain.

Oracle's $18 billion AI loan is being sold at a discount, highlighting the pressure on its AI financing chain.

Distribution of a syndicated loan of approximately $18 billion for Oracle's Project Jupiter data center in New Mexico has stalled, with bank offers falling to 89 to 91 cents per cent, corresponding to a loan value of approximately $16 billion to $16.4 billion. Oracle's stock

Saudi Arabia has found another "oil transport route," but at a high cost.

Saudi Arabia has found another "oil transport route," but at a high cost.

The East-West oil pipeline was forced to shut down after a drone attack, forcing Saudi Arabia to rely on the Strait of Hormuz's "relay oil transport" solution again. However, the high costs and increasingly tight equipment supply make this fallback option challenging. Pipeline bombed, Red Sea

As the Bank of Japan raises interest rates, hedge funds are bullish on the yen for the first time in over a year.

As the Bank of Japan raises interest rates, hedge funds are bullish on the yen for the first time in over a year.

Hedge funds have made a significant shift in their stance on the yen, turning net long for the first time since July 2025, reflecting a profound change in market sentiment following market intervention by the US and Japanese authorities. According to Bloomberg, data released by the U.S. Commodity Futures

UBS raises AI capital expenditure forecast: approaching $1 trillion by 2026, with 90% of the increase coming from memory price hikes.

UBS raises AI capital expenditure forecast: approaching $1 trillion by 2026, with 90% of the increase coming from memory price hikes.

UBS has significantly raised its forecast for AI capital expenditures, with the sharp rise in memory costs being the core driver of this round of spending expansion. Its impact is profoundly changing the structure and economic logic of the AI investment cycle. According to UBS's latest estimates, global