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After the IPO, borrowing! SpaceX launches its first investment-grade bonds, $20 billion to bet on the future of AI

After the IPO, borrowing! SpaceX launches its first investment-grade bonds, $20 billion to bet on the future of AI

``` SpaceX has officially launched its first investment-grade bond issuance, marking the first step in large-scale fundraising for Elon Musk’s rocket, satellite, and artificial intelligence conglomerate following its record-breaking IPO. According to SpaceX’s 8-K filing submitted on June 22, the company has initiated the issuance procedure for its first

Is AI infrastructure burning through money so quickly—can it actually make a return?

Is AI infrastructure burning through money so quickly—can it actually make a return?

AI infrastructure investment is entering a critical validation period—money is being burned faster and faster, but return signals remain mixed. According to Wind Chasing Trading Desk, Bernstein’s latest quarterly tracking report on hyperscale cloud service providers points out that by Q1 2026, the four major hyperscale cloud providers

BTIG warns: This kind of movement in semiconductors has only occurred at major market tops in history.

BTIG warns: This kind of movement in semiconductors has only occurred at major market tops in history.

``` Wall Street technical analysts are issuing a rare warning about the semiconductor sector. BTIG Chief Technical Strategist Jonathan Krinsky points out that the strength of semiconductors relative to the Nasdaq has reached an extreme level, a pattern only seen in the past at major market tops or in the depths

Storage becomes an AI burden—what does this mean for investors?

Storage becomes an AI burden—what does this mean for investors?

The overall rise in storage chip prices is spreading cost pressures from the consumer side to AI infrastructure, forcing hyperscale cloud computing vendors to reassess their capital expenditure return models. According to Chasewind Trading Desk and Bernstein Research’s latest report, HBM (High Bandwidth Memory) prices are expected to rise

After its scale was cut in half, Banxia Investment spoke out: sticking to undervalued domestic demand assets, the trigger conditions for the AI bubble to burst have already appeared.

After its scale was cut in half, Banxia Investment spoke out: sticking to undervalued domestic demand assets, the trigger conditions for the AI bubble to burst have already appeared.

"Private Equity Witch Li Bei" and her managed firm, Banxia Investment, have once again become the focal point of heated market discussions. On one hand, the firm's management scale continues to shrink. According to the China Fund Association, Banxia Investment's assets under management have

Ministry of Finance: National general public budget revenue exceeded 10 trillion yuan in the first five months, with securities transaction stamp tax surging 88.8% year-on-year.

Ministry of Finance: National general public budget revenue exceeded 10 trillion yuan in the first five months, with securities transaction stamp tax surging 88.8% year-on-year.

``` I. National General Public Budget Revenue and Expenditure (1) General Public Budget Revenue. From January to May, national general public budget revenue was 10,046.5 billion yuan, a year-on-year increase of 4%. Of this, national tax revenue was 8,261.7 billion yuan, up 4.4%; non-tax revenue was

The Fed turns hawkish, Wall Street surrenders one after another, Citibank remains "the last holdout": insists on restarting rate cuts in October

The Fed turns hawkish, Wall Street surrenders one after another, Citibank remains "the last holdout": insists on restarting rate cuts in October

As the Federal Reserve unexpectedly turned sharply hawkish and major Wall Street institutions sequentially withdrew their expectations for monetary easing, Citigroup insisted on an opposing view, maintaining that rate cuts within this year remain highly probable, setting its base case scenario as restarting the easing cycle in October. At the