All-Weather Media

Latest

The fate of a trillion-dollar giant: SpaceX is becoming its own biggest risk

The fate of a trillion-dollar giant: SpaceX is becoming its own biggest risk

``` On the second day of SpaceX's listing, its market value briefly surpassed $3 trillion in after-hours trading, overtaking Microsoft to become the world's largest company for a short time. However, this short squeeze, highly driven by concentrated retail funds, is amplifying a time-tested historical pattern—the

Fox acquires Roku for $22 billion, the Murdoch family launches a new streaming strategy

Fox acquires Roku for $22 billion, the Murdoch family launches a new streaming strategy

``` Fox has announced the acquisition of streaming platform Roku for approximately $22 billion, marking the Murdoch family's media empire's largest merger and acquisition in nearly seven years, and a major strategic bet by a traditional broadcast giant on digital transformation. According to the agreement announced on

These two types of e-commerce positions are being rapidly replaced by AI.

These two types of e-commerce positions are being rapidly replaced by AI.

``` Ever since the wave of AI large models was set off over the past three years, the topic of which jobs AI will replace has been closely watched. In the e-commerce industry, two types of positions with high demand are experiencing obvious impact from AI. According to the "2026

World Gold Council: Central banks' willingness to buy gold hits a record high—Has the gold price pullback created a new buying window?

World Gold Council: Central banks' willingness to buy gold hits a record high—Has the gold price pullback created a new buying window?

``` A record number of central banks have stated their intention to increase gold holdings, providing structural support for the long-term trend in gold prices. The price correction since the beginning of this year may be creating a new buying opportunity. According to the Central Bank Gold Reserve Survey Report 2026

Deutsche Bank significantly raises humanoid robot shipment forecast: doubling to 50,000 units in 2026, aiming for 7 million units by 2050.

Deutsche Bank significantly raises humanoid robot shipment forecast: doubling to 50,000 units in 2026, aiming for 7 million units by 2050.

Deutsche Bank has significantly raised its global shipment forecast for the humanoid robot market, increasing the 2026 estimate from the previous 2025 baseline of 17,500 units to nearly 50,000 units—more than doubling the growth rate—and expects global shipments to reach 7 million units by 2050. Iris

Citrini: AMD and Apple both betting on flash memory to replace DRAM, memory costs may drop by up to 55 times

Citrini: AMD and Apple both betting on flash memory to replace DRAM, memory costs may drop by up to 55 times

``` The reliance of AI inference on expensive DRAM is loosening. AMD announced the acquisition of memory optimization company MEXT, bringing AI-driven flash memory optimization technology into data centers. This signals a structural migration in AI storage architecture, with only one core driving force: the cost of flash memory is only

OpenAI burned through $34 billion last year, with an expected net loss of $38.5 billion, nearly eight times larger than the previous year.

OpenAI burned through $34 billion last year, with an expected net loss of $38.5 billion, nearly eight times larger than the previous year.

``` On Tuesday, according to the UK’s Financial Times citing audited financial documents, OpenAI’s total expenditure in 2025 will reach $34 billion, with a net loss of about $38.5 billion. The scale of the loss expands nearly eightfold compared to $5.1 billion in 2024, raising concerns about