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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

The dollar posted its strongest week since June as the Federal Reserve raised interest rates.

The dollar posted its strongest week since June as the Federal Reserve raised interest rates.

The US dollar strengthened significantly this week, recording its best weekly gain since June, with the Federal Reserve's signals of continued interest rate hikes being the core driving force. According to Bloomberg, the Bloomberg Dollar Spot Index rose 1.1% this week, driven by strong U.S. economic

From "Slowing Down" to "Accelerating"! Astra seizes 13% market share in two weeks; Anthropic considers launching a new model before its IPO to counter the challenge.

From "Slowing Down" to "Accelerating"! Astra seizes 13% market share in two weeks; Anthropic considers launching a new model before its IPO to counter the challenge.

Just seven days after announcing a "slowdown," Anthropic is already facing pressure to disrupt its release schedule. According to Reuters, Anthropic is evaluating the possibility of releasing its new model ahead of schedule, given that OpenAI's new model GPT-6 Astra has seen a sharp decline in

The three major controversies surrounding humanoid robots: When will they be deployed on a large scale? Will computing power demands surge? Are humanoid robots necessary?

The three major controversies surrounding humanoid robots: When will they be deployed on a large scale? Will computing power demands surge? Are humanoid robots necessary?

Barclays believes that large-scale deployment of general-purpose humanoid robots may not occur until around 2035, rather than 2030. In its latest research report released on September 18, Barclays made three judgments on the investment boom in humanoid robots: the bottleneck lies in intelligence rather than hardware, computing power is concentrated

SanDisk surged 11%, storage and chip stocks saw massive trading volume in "short-term options," has the "AI stock guru" made another move?

SanDisk surged 11%, storage and chip stocks saw massive trading volume in "short-term options," has the "AI stock guru" made another move?

On Friday, approximately $96 million in short-term call options flowed into four AI chip stocks: SanDisk, Micron, Intel, and Marvell. SanDisk's stock price surged by as much as 11% during the session. Seeing this massive surge in short-term options trading, CNBC host Jim Cramer posted on social media

AI giants such as Anthropic, OpenAI, and Google are facing antitrust lawsuits, accused of colluding to slow down technological development.

AI giants such as Anthropic, OpenAI, and Google are facing antitrust lawsuits, accused of colluding to slow down technological development.

Regulatory controversies surrounding the artificial intelligence industry are spreading from the policy level to the legal arena. According to Politico, four plaintiffs filed a civil lawsuit last Friday in a California federal court, accusing Anthropic, OpenAI, SpaceXAI, and Google of violating U.S. antitrust laws by engaging in illegal business