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``` The wave of AI investment is entering a new phase. Since 2026, the aura of the “Seven Tech Giants” that long dominated the US stock market has gradually faded, and market capital has started shifting from large tech platforms to the AI infrastructure chain, especially in the field of memory

Artificial intelligence, energy transition, and defense needs are driving global copper demand into a new wave of growth, but one of the world’s largest copper miners is caught in its most severe internal crisis in decades. According to Bloomberg, Chile’s state-owned copper company Codelco currently has about $25

AI trends continue to deepen, but the question of a bubble always lingers in the market. Morgan Stanley’s Japan quantitative strategy team released a report on July 6, stating: To judge whether Japan’s current AI trend is approaching a turning point, the key is not the valuation, but

``` Semiconductor market valuations are soaring, hyperscale cloud enterprise spending is out of control, and global fiscal deficits are reaching record highs—Deutsche Bank's annual "WOW Chart" series is out again, depicting the real macro and market landscape of 2026 with a set of mind-bending data. Deutsche

``` After aggressively promoting internal AI adoption, Tesla abruptly hit the brakes, setting a spending cap on employee use of AI tools, reflecting the increasingly prominent challenge of balancing AI investment and cost control for businesses. According to a recent report by The Information, Tesla informed employees last month that starting

``` As companies become more cautious with their AI budgets, a new industry keyword is emerging—“Orchestration”. Analysts believe that Microsoft is poised to become the core “orchestration layer” for enterprise AI workflows, leveraging its product matrix spanning cloud, platform, and endpoint, thus gaining an advantageous position in this wave of

Major Wall Street brokerages have released their first research reports on SpaceX since its IPO, unanimously giving buy ratings. The highest target price implies nearly a 90% upside from the current share price, marking SpaceX’s official systematic endorsement by institutional analysts. At least six brokerages have begun coverage on