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Report: The Bank of Japan may keep interest rates unchanged in March, while the option to raise rates in April is still under consideration.

Report: The Bank of Japan may keep interest rates unchanged in March, while the option to raise rates in April is still under consideration.

``` The escalation of the Iran situation has not deterred the Bank of Japan (BOJ) from its rate hike plans. According to sources, BOJ officials will continue to push forward with interest rate normalization, and the possibility of an April rate hike has not been ruled out. Bloomberg reports, citing informed

Can Nvidia’s 75% gross margin be sustained? The key lies in TSMC’s bargaining power.

Can Nvidia’s 75% gross margin be sustained? The key lies in TSMC’s bargaining power.

``` Nvidia’s ultra-high profit margin is not invulnerable—the most overlooked risk by the market actually comes from its closest partner. Nvidia currently boasts a gross margin of 75%, far surpassing the historical level of around 50% typical of traditional chip manufacturers, and closer to the profit structure of luxury

NVIDIA's major production adjustment: H200 gives way to next-generation chip Vera Rubin

NVIDIA's major production adjustment: H200 gives way to next-generation chip Vera Rubin

Nvidia is shifting its manufacturing capacity at TSMC from the H200 chip to the next-generation Vera Rubin architecture, a strategic change reflecting the company’s latest assessment of the current regulatory environment. On Thursday, according to the Financial Times citing two sources familiar with the matter, Nvidia has suspended H200

Citadel trader "turns bullish": Ten reasons the market will see a "tactical rebound"

Citadel trader "turns bullish": Ten reasons the market will see a "tactical rebound"

Former Goldman Sachs capital flow expert and current Citadel Head of Equity and Derivatives Strategy Scott Rubner has officially abandoned his previous tactical bearish stance and turned bullish, with the core catalysts being the decline in volatility and the resetting of options positions. He believes that, due to extremely pessimistic

Apple is becoming more and more like Zijin Mining.

Apple is becoming more and more like Zijin Mining.

``` Consumer electronics are currently in an uncomfortable state. Demand for AI servers is booming, memory and storage prices are rising steadily, and the cost structure of terminal devices is rapidly increasing. Many manufacturers’ first reaction is to raise prices, because their gross margins are already low, and the price increase

OpenAI scales back ChatGPT's shopping ambitions, AI e-commerce monetization faces new challenges.

OpenAI scales back ChatGPT's shopping ambitions, AI e-commerce monetization faces new challenges.

``` OpenAI has abandoned its ambitious plan for direct checkout within ChatGPT, and the monetization path for AI e-commerce is far more arduous than expected. According to the latest report from The Information, OpenAI is drastically scaling back its plan to enable shopping checkout directly inside ChatGPT, instead relying on third-party

Oil prices need to reach $80 to avoid losses! Trump's Venezuela oil plan faces "cost challenges"

Oil prices need to reach $80 to avoid losses! Trump's Venezuela oil plan faces "cost challenges"

Trump's Venezuelan oil plan hits a wall; high costs and political risks make U.S. oil companies hesitant. Last week, U.S. President Trump announced that Venezuela's interim authorities would hand over up to 50 million barrels of oil to the U.S., then claimed his