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Oppenheimer downgraded IBM's rating on Wednesday and withdrew its $350 price target. Analyst Param Singh judged that the bullish logic would take "much longer" to play out, expecting the stock price to remain rangebound in the short term. On July 15, Wall Street investment bank Oppenheimer

``` Apple's success with consumer-grade chips has not extended to AI servers—a shortcoming that is now forcing it toward acquisitions. Apple is seeking to acquire chip companies to make up for its lack of AI server capabilities. According to the latest report from The Information, over the past

Sanae Takaichi's blueprint for fiscal expansion is directly colliding with the Bank of Japan's tightening monetary policy. Former BOJ official Seiji Adachi issued a clear warning: If the 10-year Japanese government bond yield breaks 3%, the government may pressure the central bank to ramp up bond

July 16, the Bank of Korea announced an increase in the 7-day repo rate from 2.50% to 2.75%, with all seven monetary policy committee members unanimously voting to raise rates by 25 basis points. This marks the first rate hike since January 2023 and signals the start of

Storage chip stocks experienced sharp volatility this week, as multiple negative signals combined, putting sudden pressure on the gains previously driven by AI demand. On Wednesday, Micron’s share price plunged 10% in one day, SK Hynix’s US Depositary Receipts (ADR) simultaneously fell 9%, sharply erasing the previous session&

``` Thinking Machines Lab, an AI startup founded by former OpenAI CTO Mira Murati, has released its first general-purpose AI model, whose architecture directly draws on the technological achievements of Chinese AI labs. On July 15, according to the Financial Times, this foundational model, named Inkling, references DeepSeek’s DeepSeek-V3 at

``` A new round of sell-offs in semiconductor stocks weighed on Asian stock markets, raising fresh doubts about the sustainability of AI trading. Meanwhile, escalating tensions in the Middle East pushed oil prices higher for the fourth consecutive day. South Korea’s KOSPI Index extended its decline to over 7% on