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Core "Shovel Sellers" in the Era of Physical AI: Is Data Collection the Next Big Opportunity for Robots?

Core "Shovel Sellers" in the Era of Physical AI: Is Data Collection the Next Big Opportunity for Robots?

``` The foundational logic of artificial intelligence is shifting from “language understanding” by large language models to “world prediction” by world models. In this transition, the quality and acquisition capability of physical data have become core to development. As the key to solving the “data fuel” problem for world models and

$10 billion, no one dared to lend—SoftBank and OpenAI lower margin loan target to $6 billion

$10 billion, no one dared to lend—SoftBank and OpenAI lower margin loan target to $6 billion

``` SoftBank Group’s financing plan using OpenAI equity as collateral has encountered resistance, forcing a significant scale-down and reflecting deep market doubts about AI investment returns. On Friday, according to Bloomberg citing sources familiar with the matter, SoftBank has lowered the target size of this margin loan from $10 billion

"Stagflation trades" sweep the market—just how bad do tonight's nonfarm payrolls need to be to revive rate cut expectations?

"Stagflation trades" sweep the market—just how bad do tonight's nonfarm payrolls need to be to revive rate cut expectations?

``` The US April non-farm employment data will be released tonight at 20:30 Beijing time. The market expects about 65,000 new jobs, a significant slowdown from March’s 178,000. However, the core judgment among most Wall Street institutions is highly consistent: Against the backdrop of persistently high inflation

Before Pop Mart's earnings report, Deutsche Bank loudly calls for a sell: overseas cooling, domestic weakness, and the full year may turn to negative growth.

Before Pop Mart's earnings report, Deutsche Bank loudly calls for a sell: overseas cooling, domestic weakness, and the full year may turn to negative growth.

Renowned investor Duan Yongping’s high-profile increase in holdings boosted market sentiment, with Pop Mart’s stock price surging nearly 6% at one point on Friday. However, Deutsche Bank released a research report the previous day, maintaining a sell rating on the trend toy giant and lowering its target price

AI is triggering a wave of layoffs at crypto companies, with Coinbase saying "the greatest risk is inaction."

AI is triggering a wave of layoffs at crypto companies, with Coinbase saying "the greatest risk is inaction."

Artificial intelligence is becoming the central narrative behind the latest wave of layoffs in the crypto and fintech industries. Coinbase, PayPal, Gemini, and Crypto.com have all cut jobs, citing automation and efficiency improvement as the main drivers. However, critics argue that some companies may be using AI as a

Apollo CEO: "AI, inflation, and government debt" — the coming shock the world is not prepared for

Apollo CEO: "AI, inflation, and government debt" — the coming shock the world is not prepared for

Recently, Marc Rowan, CEO of Apollo Global Management, one of the world's largest alternative asset management firms, issued a warning: Despite strong current economic performance, an exogenous shock driven by geopolitical restructuring, inflationary pressures, and AI disruption is gathering momentum, and the world is not prepared for it.

A warning sign for the US stock market: the financial sector is down 6% this year, while the broader market keeps hitting new highs.

A warning sign for the US stock market: the financial sector is down 6% this year, while the broader market keeps hitting new highs.

``` As the S&P 500 index repeatedly reaches historic highs, the persistent absence of a key sector is sending warning signals to the market. The U.S. financial sector has fallen about 6% so far this year, while the S&P 500 has risen 7% during the same