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Goldman Sachs warns top clients: AI momentum trading shows unprecedented cracks, recommends hedging.

Goldman Sachs warns top clients: AI momentum trading shows unprecedented cracks, recommends hedging.

Goldman Sachs is warning its top sales and trading clients that the momentum structure supporting the strongest trading theme of the decade, AI, is showing deep cracks and is advising investors with related exposure to hedge. According to a recent report to top clients by Goldman Sachs strategist Guillaume Soria,

A deepSeek core engineer's lengthy post goes viral: "I had to bury my talent in yesterday."

A deepSeek core engineer's lengthy post goes viral: "I had to bury my talent in yesterday."

On September 14, Liu Shengyu, a young engineer who had just delivered the core operator of DeepSeek V4.1, published a long article titled "I Had to Bury My Talent in Yesterday," which recorded technological changes and his personal journey. The article went viral in technical communities at

Intel CEO: CPUs only meet 50% of demand; 14A to enter production in Q1 next year; new architecture may reduce inference power consumption to 1/15 of GPU.

Intel CEO: CPUs only meet 50% of demand; 14A to enter production in Q1 next year; new architecture may reduce inference power consumption to 1/15 of GPU.

On September 14, Intel CEO Chen Liwu said in a fireside chat at an industry summit that with the rapid expansion of AI agents, CPU demand has far exceeded Intel’s current supply capacity, and it can only meet about 50% of the demand from cutting-edge customers. At the same

Two launches in two days: Civilian and commercial rockets begin networking.

Two launches in two days: Civilian and commercial rockets begin networking.

At approximately 6:00 AM on September 16, the Gravity-1 YL-3Y3 carrier rocket was launched from the East my country Sea, successfully sending eight Qianfan constellation networking satellites and one ultra-high-speed wireless communication technology test satellite into their predetermined orbits. The launch mission was a complete success. Just about 16

Confident of a Fed rate hike tonight! Extreme bearish sentiment emerges in the US Treasury market.

Confident of a Fed rate hike tonight! Extreme bearish sentiment emerges in the US Treasury market.

Short positions in the U.S. Treasury market have accumulated to levels rarely seen in recent years, with traders betting that the Federal Reserve will restart its rate hike cycle tonight. The yield on the 10-year U.S. Treasury note rose to its highest level since 2007 on Tuesday, while

Altman: The AI industry is capable of handling security risks; the way the media is reporting on it is disappointing.

Altman: The AI industry is capable of handling security risks; the way the media is reporting on it is disappointing.

OpenAI CEO Sam Altman expressed his confidence that the AI industry can safely advance its technology without causing significant harm, while also expressing dissatisfaction with the framework for discussions surrounding AI security issues. Speaking with Salesforce CEO Marc Benioff at the Salesforce Dreamforce conference in San Francisco on Tuesday, Altman

ByteDance's revenue in the first half of the year was close to that of Meta, but its profits fell to $20 billion due to its investment in AI.

ByteDance's revenue in the first half of the year was close to that of Meta, but its profits fell to $20 billion due to its investment in AI.

ByteDance is at a crossroads between its expansion and profit pressure. While the company's revenue grew strongly in the first half of the year, nearly matching that of Meta, its massive AI investments are eroding profitability, resulting in a profit decline rarely seen in recent years. According to