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On Wednesday this week, a technical malfunction occurred at the Chicago Mercantile Exchange (CME) Group, forcing its natural gas and metals futures markets to halt trading for more than half an hour. This is another systemic trading interruption at the CME markets, following an abnormal halt in benchmark natural gas

``` AI cloud computing company CoreWeave is seeking a new round of large-scale debt financing to strengthen its position in the increasingly competitive AI infrastructure market. According to The Information, citing sources familiar with the matter, CoreWeave is nearing completion of a debt financing round totaling $8.5 billion. This financing

The profit paths of the two leading AI companies are facing severe challenges. According to The Information, both OpenAI and Anthropic have failed to meet their respective gross margin targets, with the unexpectedly high growth in inference costs being the main drag. This financial pressure is particularly pronounced as their

Goldman Sachs, in its latest research report, believes that MiniMax is one of the best-positioned AI model companies in China, with significant global total addressable market (TAM) growth potential in text and programming fields. According to ChaseWind Trading Desk, on February 23, Goldman Sachs’ latest research report initiated coverage on

OPEC+ will hold a video conference this Sunday to review its production policy for April. Several representatives expect the organization to resume its "moderate and incremental" increase pace, gradually releasing more supply to the market amid resilient demand and strengthening oil prices. According to Bloomberg, multiple OPEC+ representatives

AI-driven capital expenditures are reshaping the balance sheets of major tech companies. According to Goldman Sachs, hyperscale cloud enterprises' capital expenditures this year are expected to approach $667 billion, accounting for about 92% of their operating cash flow, leading to a sharp drop in stock buybacks and historical lows

Citadel Securities macro strategist Frank Flight released a research report this week, refuting the recent pessimistic predictions that have caused market turmoil, and arguing that the rapid expansion of artificial intelligence is unlikely to trigger a large-scale unemployment crisis. In his report on Tuesday, Flight wrote that historical patterns show