All-Weather Media

Latest

Oil prices plummeted. What happened?

Oil prices plummeted. What happened?

Overnight, a barrage of headlines about "US-Iran contacts" and "Hormuz Strait navigation" pushed WTI crude oil from above $102 down to below $94. How did this happen? According to media reports: - During the daytime on Monday (corresponding to the US overnight session): Oil prices opened

The vultures are here! Top hedge funds: Wall Street has underestimated the problems with “private credit,” and acquisition deals from the past decade will soon collapse.

The vultures are here! Top hedge funds: Wall Street has underestimated the problems with “private credit,” and acquisition deals from the past decade will soon collapse.

Davidson Kempner, a top credit hedge fund managing over $38 billion in assets, has issued a warning: The problems in the private capital industry are far more severe than Wall Street admits; it is currently a crisis, not a distant concern. Tony Yoseloff, the fund’s managing partner and chief

The "three major beliefs" supporting the US stock market: the war won't last too long, private credit won't trigger a crisis, and Trump will always rescue the market.

The "three major beliefs" supporting the US stock market: the war won't last too long, private credit won't trigger a crisis, and Trump will always rescue the market.

``` Since the outbreak of the Iran war, global stock markets have been under pressure, but the scale of sell-offs has been much less severe than similar shocks in history. The reason investors remain on the sidelines is due to three deeply rooted beliefs: the war will not drag on, private

A one-third surge in a month! U.S. diesel nears $5 per gallon, driving up transportation and agricultural costs

A one-third surge in a month! U.S. diesel nears $5 per gallon, driving up transportation and agricultural costs

``` U.S. diesel retail prices have surged by more than a third in the past month, putting pressure on costs from freight to agricultural production. As the Trump administration responds to the crisis of living costs, another economic risk has emerged. According to the American Automobile Association (AAA), the national

Nvidia launches "space computing module", "space version" Vera Rubin to be released later.

Nvidia launches "space computing module", "space version" Vera Rubin to be released later.

``` NVIDIA is extending its AI computing footprint to Earth's orbit. At the GTC annual developers conference held overnight, NVIDIA announced dedicated computing modules for space applications, unveiled a space version plan based on the Vera Rubin architecture, and released the enterprise-level AI agent platform NemoClaw, fully showcasing its

Goldman Sachs quick comment on Jensen Huang's GTC speech: Met two key investor expectations

Goldman Sachs quick comment on Jensen Huang's GTC speech: Met two key investor expectations

``` Nvidia CEO Jensen Huang's keynote speech at the GTC 2026 conference sent a strong signal of long-term growth, successfully meeting two core market expectations regarding the outlook for computing power demand and inference market layout. According to Chasing Wind Trading Desk, Goldman Sachs stated in its latest research

Jensen Huang: Every company needs to develop a "lobster strategy"

Jensen Huang: Every company needs to develop a "lobster strategy"

``` On Monday local time, at the NVIDIA 2026 GTC Conference held in San Jose, CEO Jensen Huang issued a call to global enterprises: Every company needs to develop a “Lobster Strategy.” "Today, every company in the world needs to develop an OpenClaw strategy, that is, an agentic system strategy.