All-Weather Media

Latest

Leveraged ETFs are just the tip of the iceberg: from retail investors to money market funds, systemic risk is quietly spreading.

Leveraged ETFs are just the tip of the iceberg: from retail investors to money market funds, systemic risk is quietly spreading.

Record-breaking leverage is sweeping across the entire financial system, from retail investors to hedge funds, banks, and even money market funds—none are spared. On July 2, Bloomberg macro strategist Simon White warned that the risks of this leverage frenzy go far beyond leveraged ETFs, penetrating deeply into the entire

AI's wild swings: What are the key breakthrough indicators to watch?

AI's wild swings: What are the key breakthrough indicators to watch?

``` In the past year, AI chip and storage manufacturers have almost consistently outperformed cloud computing giants (Hyperscalers), becoming the strongest focus line in the global stock markets. However, a report released by JPMorgan on July 1st points out that such an ever-expanding performance gap is difficult to sustain long-term. Whether

Report: Anthropic is in talks with Samsung to develop custom AI chips

Report: Anthropic is in talks with Samsung to develop custom AI chips

``` On July 2, according to The Information citing three informed sources, Anthropic has begun early work on developing its own AI chips and is in talks with Samsung Electronics regarding a potential manufacturing partnership, following the approach taken by its competitor OpenAI and seeking to further control the costly computing

Tesla Q2 deliveries reached 480,126 vehicles, exceeding expectations and surging 25% year-over-year.

Tesla Q2 deliveries reached 480,126 vehicles, exceeding expectations and surging 25% year-over-year.

``` Tesla’s second-quarter delivery volume far exceeded market expectations, boosting confidence in the demand outlook for the electric vehicle giant. Tesla delivered a total of 480,126 vehicles in the second quarter, a year-on-year increase of 25%, significantly higher than the Bloomberg consensus expectation of 396,466 vehicles. In terms

AI overcapacity concerns trigger chip stock sell-off, South Korea’s "national wealth" faces revaluation

AI overcapacity concerns trigger chip stock sell-off, South Korea’s "national wealth" faces revaluation

``` The global AI chip market is undergoing a sharp correction in expectations. As concerns about overheated investment in AI infrastructure and the peaking of computing power demand are rising rapidly, global chip stocks have recently experienced large-scale selloffs. In the Asian market, leading companies such as Samsung Electronics, SK Hynix,

Decathlon acquires a stake in folding bike company BROMPTON, boosting high-end urban micro-mobility.

Decathlon acquires a stake in folding bike company BROMPTON, boosting high-end urban micro-mobility.

``` Decathlon’s investment map in the cycling sector has been filled with a high-end piece. On June 30th, Decathlon’s investment and innovation platform Decathlon PULSE announced a strategic partnership with British high-end folding bike brand BROMPTON. According to the plans of both parties, Decathlon will support BROMPTON's

U.S. nonfarm payrolls increased by 57,000 in June, expected 113,000, previous value 172,000.

U.S. nonfarm payrolls increased by 57,000 in June, expected 113,000, previous value 172,000.

``` U.S. non-farm payrolls increased by 57,000 in June, expected 113,000, previous value 172,000 U.S. unemployment rate for June was 4.2%, expected 4.3%, previous value 4.3% Updating....... Risk Warning and DisclaimerThe market has risks, investment should be cautious. This article does not constitute