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Following the release of GPT-6 Astra, Sarah Friar, Chief Business Officer of OpenAI, wrote an article explaining the company's business logic: stronger model capabilities, lower computing costs, and a continuously expanding user base create a compounding effect, driving AI to leap from an auxiliary tool to a core

The long-term Treasury bond repurchase program spearheaded by U.S. Treasury Secretary Bessant will reach a critical juncture tonight. The U.S. Treasury Department is expected to release a statement tonight announcing the specific size of its bond repurchase operations. This will be the first disclosure since the market-shocking statement

The U.S. Treasury is about to disclose the scale of its long-term Treasury bond repurchase program. Wall Street institutions have differing predictions on the size of the repurchase, and the market is skeptical about whether this policy tool can effectively boost demand in the long-term bond market. In mid-August,

Saudi Arabia's export routes were disrupted, coupled with continued attacks by the Houthi rebels in Yemen, causing OPEC crude oil production to fall back into decline in August after rebounding for two consecutive months, with Brent crude futures approaching the $100 per barrel mark. According to Bloomberg, OPEC&

After experiencing extreme deleveraging and concentrated selling by foreign investors, the South Korean stock market is reaching a dual inflection point in terms of valuation and technical indicators. The KOSPI 200 valuation has been reset to the first percentile of its ten-year history, and the market narrative is beginning to

International oil prices are surging close to $100 per barrel, and the escalating tensions in the Middle East are directly transmitting the costs of this geopolitical conflict to the US financial markets. Rising inflation expectations, higher Treasury yields, and pressure on the consumer and industrial sectors —a clear chain of

AMD is demonstrating to the market that the investment cycle for AI computing power is far from over through a dual reassessment of market size and orders. On Tuesday, at Citi's Global TMT Conference, AMD significantly raised its 2030 total addressable AI market (TAM) forecast from the previous