All-Weather Media

Latest

VCs break through the threshold; Anthropic is highly sought after, with its valuation reaching $800 billion, coming close to OpenAI.

VCs break through the threshold; Anthropic is highly sought after, with its valuation reaching $800 billion, coming close to OpenAI.

Investors are using real money to price Anthropic’s AI story. According to an April 15 report by Business Insider, citing several sources, Anthropic has received unsolicited investment offers from multiple venture capital firms in recent weeks, with bids corresponding to a valuation as high as $800 billion—more than

Have U.S. software stocks "bottomed out"? Goldman Sachs: This is just a "technical rebound."

Have U.S. software stocks "bottomed out"? Goldman Sachs: This is just a "technical rebound."

US software stocks have seen a dramatic rebound recently, but Goldman Sachs believes this is just a technical short squeeze after being oversold, and fundamental concerns have not been alleviated. Over the past two trading days, the IGV software ETF has surged strongly from its lows, leading to a simultaneous

AI trading leads U.S. stock rebound, Nvidia "ten consecutive gains"

AI trading leads U.S. stock rebound, Nvidia "ten consecutive gains"

``` Capital flows back into the AI sector, chip stocks strengthen across the board, institutions optimistic about the medium-term outlook for semiconductors. On Tuesday, April 14th, Nvidia rose nearly 4%, marking ten consecutive trading days of gains—the longest streak since November 14, 2023—with a cumulative increase of 18.97%

After the blockade was implemented, the US military claimed that "no ships broke through," but a British maritime analysis company reported that seven ships passed through the Strait of Hormuz.

After the blockade was implemented, the US military claimed that "no ships broke through," but a British maritime analysis company reported that seven ships passed through the Strait of Hormuz.

``` After the United States imposed a blockade on vessels entering and leaving Iranian ports, the commercial navigation situation in the Strait of Hormuz has become highly complex. The U.S. military emphasizes that its blockade against Iran has not been breached, while data from maritime analysis organizations and media reports

Rare! Bessent: Need to "wait and see" before understanding the Fed's rate cut

Rare! Bessent: Need to "wait and see" before understanding the Fed's rate cut

U.S. Treasury Secretary Bessent made a rare endorsement for the Federal Reserve’s decision to hold rates steady, marking a clear shift from his previous stance of pushing for rapid rate cuts. Speaking at the Semafor World Economy Conference in Washington on Tuesday, Bessent said it was “the right

It's set: Walsh is about to appear, on the same day as the Iran negotiation deadline. Coincidence or fate?

It's set: Walsh is about to appear, on the same day as the Iran negotiation deadline. Coincidence or fate?

``` On April 21, the Iran ceasefire agreement expires. On the same day at 10 a.m., Kevin Warsh will sit at the Senate Banking Committee hearing. For the past two weeks, markets have been calibrating oil and equities with the progress of Iran negotiations. WTI recently dropped from a stage

Meta and Broadcom deepen chip collaboration; Broadcom CEO leaves Meta board to become advisor.

Meta and Broadcom deepen chip collaboration; Broadcom CEO leaves Meta board to become advisor.

``` Broadcom and Meta announced on Monday an expanded multi-generation strategic partnership, providing underlying technological support for the large-scale deployment of Meta's custom AI chips. The agreement has been extended to 2029, marking a new stage of deep binding between the two tech giants in the AI infrastructure sector.