Latest

``` The European Union and the United States are close to reaching an agreement on coordinated cooperation in the critical minerals sector. According to an "action plan" draft obtained by Bloomberg, the two sides intend to create competitive advantages for non-dominant market suppliers through incentive mechanisms such as setting

``` The EU’s heavy-handed regulation of American tech giants is becoming a core friction point in transatlantic relations. Since the start of 2024, Google, Apple, and Meta have collectively been fined over 6 billion euros (about $7 billion) by the EU, involving multiple charges such as antitrust and competition law

“Federal Reserve mouthpiece” Nick Timiraos stated that the U.S. core CPI for March increased by 0.196% month-on-month, slightly below expectations. However, a single month’s data is insufficient to change the overall judgment. The Federal Reserve hopes to see energy prices fall and to build more confidence in

According to Chasing Wind Trading Desk, Morgan Stanley released a research report on April 10, which tracked deep supply chain capacity changes to reveal Apple’s massive investment in private cloud computing (PCC). It shows Apple's strategic focus is shifting from relying on third-party cloud services to large-scale

Morgan Stanley's latest research report cuts through the noise of AI infrastructure investments, based on on-site research of the Asian supply chain, addressing the five core questions the market cares most about: Nvidia Rubin Ultra packaging solution, LPU foundry selection, Samsung HBM base die shifting to TSMC, Broadcom’

``` Tom Lee, a well-known Wall Street bull and Head of Research at Fundstrat, has just issued a bullish signal, citing the rare movement of the VIX fear index to determine that U.S. stocks have confirmed a bottom, and the S&P 500 Index is expected to reach 7,

``` Berkshire Hathaway issued about 272.3 billion yen, equivalent to around 1.7 billion USD, of yen-denominated bonds in Japan. This marks the company’s first return to the yen bond market since Buffett stepped down as CEO. According to Bloomberg, the issuance is divided into six different maturities, covering