All-Weather Media

Latest

Report: Foxconn has already "supplied in advance" all-optical CPO cabinets to Nvidia and has significantly raised its shipment targets.

Report: Foxconn has already "supplied in advance" all-optical CPO cabinets to Nvidia and has significantly raised its shipment targets.

``` Foxconn’s AI business is quietly shifting gears. According to Taiwan’s Economic Daily News on May 13, market sources report that Foxconn Group’s “all-optical CPO switch cabinets” have been delivered ahead of schedule to major client Nvidia. The shipment target has been significantly revised upward from the original

High inflation, short U.S. Treasuries! Expectations of "Fed rate hikes" are rising, and "bond veterans" predict "the 10-year U.S. Treasury yield will surpass 5% this year."

High inflation, short U.S. Treasuries! Expectations of "Fed rate hikes" are rising, and "bond veterans" predict "the 10-year U.S. Treasury yield will surpass 5% this year."

US inflation data has strengthened again, and the US Treasury market has encountered a new round of sell-offs. According to WallstreetCN, data released by the US Department of Labor on Tuesday showed April CPI accelerated due to rising oil and food prices, fueling expectations that the Fed will maintain high

All-night negotiations have failed, and Samsung Electronics faces an 18-day strike starting from May 21.

All-night negotiations have failed, and Samsung Electronics faces an 18-day strike starting from May 21.

``` Samsung Electronics, the world’s largest memory chip manufacturer, is standing on the verge of a massive strike. At around 3 a.m. local time on May 13, in Seoul, Samsung Electronics union representative Choi Seung-ho exited the negotiation room and announced to reporters: the talks had failed. According to

JPMorgan CEO: "Stupid" trade barriers between the US and Europe should be fixed; US stocks have not reflected Middle East risks.

JPMorgan CEO: "Stupid" trade barriers between the US and Europe should be fixed; US stocks have not reflected Middle East risks.

``` JPMorgan Chase CEO Jamie Dimon has warned that there are "stupid" trade issues between the US and Europe, and if they can be resolved, it would create better growth conditions for both economies. In an interview during JPMorgan's annual Global Markets Conference held in Paris on

Jensen Huang's total compensation for fiscal year 2026 is $36.3 million, down 27%, with a significant reduction in Nvidia stock awards.

Jensen Huang's total compensation for fiscal year 2026 is $36.3 million, down 27%, with a significant reduction in Nvidia stock awards.

The compensation of Nvidia CEO Jensen Huang saw a significant decrease in the 2026 fiscal year, reflecting the reality of slowing stock price growth for the world's most valuable company. According to Nvidia's DEF 14A proxy statement submitted on Tuesday for the 2026 fiscal year, Huang&

Middle East "shadow war" escalates? Kuwait claims Iranian military personnel attempted to "infiltrate" strategic islands in the Persian Gulf, exchanged fire between the two sides, and four have been arrested.

Middle East "shadow war" escalates? Kuwait claims Iranian military personnel attempted to "infiltrate" strategic islands in the Persian Gulf, exchanged fire between the two sides, and four have been arrested.

``` Signs of renewed tension and escalation have emerged in the Gulf region. According to multiple media reports on Tuesday, the 12th local time, Kuwait claims that personnel of Iran's Islamic Revolutionary Guard Corps attempted to infiltrate Bubiyan Island in Kuwait for “hostile action” and exchanged fire with Kuwaiti

India sharply raises gold and silver import duties to 15% to curb imports and boost the rupee.

India sharply raises gold and silver import duties to 15% to curb imports and boost the rupee.

India has significantly raised the import tariffs on gold and silver from 6% to 15%. This move aims to reduce the trade deficit and boost the rupee, but industry experts warn that it may suppress compliant demand while reigniting precious metals smuggling activities. According to Reuters, the Indian government issued