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Military industry and AI are putting fiscal expansion in the spotlight, as the market begins to reprice "growth" and "supply shocks". On February 25th, the latest data from the International Institute of Finance (IIF) showed that global debt increased by $28.8 trillion last year to

``` In the recent period, a sense of “AI anxiety” has permeated Wall Street. The market is worried that with the rise of generative AI (GenAI) and agentic AI, many traditional “service + cyclical” enterprises—especially software, information services, and financial intermediaries—will be thoroughly disrupted. This panic has led to indiscriminate

``` The Trump administration is advancing an important initiative aimed at severing the link between the expansion of AI data centers and the rise in electricity bills for residents. On February 25th, according to Fox News, tech giants such as Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI will gather at

``` Performance is solid, buybacks are even stronger, and Salesforce’s AI story is becoming more concrete, yet the company still hasn’t dispelled the market’s deep concerns about AI disrupting the traditional software industry. On February 25 local time, Salesforce released its financial report for the fourth quarter of

The world’s largest derivatives exchange, CME Group, has once again suffered a system malfunction, with its core metals futures market halting trading for about 1.5 hours, bringing the market to a standstill during a highly sensitive period. On February 25, CME’s Globex metals market ceased trading at

``` Nvidia's fourth quarter revenue was $68.1 billion, with an expected $65.91 billion. After the financial report was released, Nvidia's stock price surged in after-hours trading, with the gain quickly expanding to over 2%. Risk Warning and DisclaimerThe market contains risks, and investments should be

``` Researchers at the New York Fed say a key global interest rate is rising, and the main reason appears to be a decline in the appeal of government bonds in terms of safety and liquidity. The so-called “natural interest rate”—that is, the short-term rate when the economy is at