All-Weather Media

Latest

SanDisk's long-term contracts continue to expand: Over one-third of shipments for fiscal year 2027 are already secured, with a target set at 50%.

SanDisk's long-term contracts continue to expand: Over one-third of shipments for fiscal year 2027 are already secured, with a target set at 50%.

SanDisk is upgrading long-term contracts from industry practice to a strategic moat. SanDisk recently disclosed during its earnings conference call that the company has signed five long-term supply agreements with customers, and these contracts are expected to cover more than one-third of its NAND shipments (bit) in the fiscal year

Hostilities flare up again in Hormuz, markets tense up, futures market predicts Brent price will break $90 by year-end.

Hostilities flare up again in Hormuz, markets tense up, futures market predicts Brent price will break $90 by year-end.

A direct conflict has erupted between Iran and the United States in the Strait of Hormuz, with both oil prices and inflation expectations hitting critical levels. The market is repricing geopolitical risks. According to Xinhua News Agency and CCTV News, on May 3 local time, U.S. President Trump announced

Father of ClaudeCode: "In the era of 'everyone programming,' a company's real advantage lies in the generational gap of organizational processes."

Father of ClaudeCode: "In the era of 'everyone programming,' a company's real advantage lies in the generational gap of organizational processes."

Recently, Boris Cherny, creator of Anthropic's programming tool Claude Code, had an in-depth conversation with Lauren Reeder, partner at Sequoia Capital. In front of a packed audience of tech investors, Boris stated that since October to November last year, all the code he writes has been 100% completed

Holiday "3 consecutive days" intervention to boost the yen, Japan says "counts as only 1 time," IMF stipulates "maximum 3 interventions within 6 months"

Holiday "3 consecutive days" intervention to boost the yen, Japan says "counts as only 1 time," IMF stipulates "maximum 3 interventions within 6 months"

Japan intervened in the foreign exchange market for three consecutive days during Golden Week, but Japanese officials immediately cited IMF rules, claiming these three actions "count as one"—behind this statement is Japan's careful calculation regarding the number of interventions. A Japanese Ministry of Finance official

Oil prices boost 30-year U.S. Treasury yield above 5%, U.S. Treasury raises quarterly bond issuance forecast; a major U.S. Treasury event is coming on Wednesday.

Oil prices boost 30-year U.S. Treasury yield above 5%, U.S. Treasury raises quarterly bond issuance forecast; a major U.S. Treasury event is coming on Wednesday.

``` Iran Attacks UAE Energy Facilities, Oil Prices Rekindle Inflation Fears, US Treasuries Undergo Broad Selloff—30-Year Yield Breaks 5% on Monday, Fed Rate Hike Bets Surge; Wednesday's Quarterly Refinancing Announcement to Add More Uncertainty to the Bond Market Storm On Monday, US Treasuries fell across the board, with

"Ceasefire agreement" over? Trump "deliberately downplays," UAE condemns, Iranian military warns, foreign minister criticizes "Freedom Plan"

"Ceasefire agreement" over? Trump "deliberately downplays," UAE condemns, Iranian military warns, foreign minister criticizes "Freedom Plan"

``` The situation between the US and Iran is escalating rapidly, gripping the nerves of global markets. According to Xinhua News Agency and CCTV News, on May 3 local time, US President Trump announced the launch of an operation called "Freedom Plan" to "guide" stranded vessels out

The golden era of submarine cables: "Single 30" leads the development of the deep and distant seas, China's rise as a "tripod of three legs."

The golden era of submarine cables: "Single 30" leads the development of the deep and distant seas, China's rise as a "tripod of three legs."

``` Offshore wind power has officially entered a new era, shifting from "nearshore demonstration" to "large-scale deep and far sea". According to the latest industry monitoring data from the first quarter of 2026, China's cumulative grid-connected offshore wind power capacity has surpassed the 50GW milestone,