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Regarding AMD and Meta's "10% equity for 100 billion order," Goldman Sachs stated that it is not willing to give a more positive rating until seeing the actual deployment progress of Meta and OpenAI. On February 24, WallstreetCN article pointed out that AMD and Meta announced

``` In the continuously strong A-share market of 2025, a long-term force is quietly changing the appearance of the market. This force is insurance capital. For ordinary investors, this change may be subtle: the buying power of heavyweight stocks is getting thicker; “sexy” emerging tech stocks remain popular; someone is quietly

Can AI coding disrupt SaaS? HSBC's answer is quite the opposite. According to Wind Chasing Trading Desk, on February 24th, Stephen Bersey, Head of U.S. Technology Research at HSBC, and his team released a report titled "Software Will Eat AI Stocks," putting forth a contrarian

``` AI technology has become quite mature in personal applications, but truly penetrating the core business processes of enterprises remains a difficult challenge yet to be overcome. On February 25, according to TechCrunch, OpenAI's Chief Operating Officer Brad Lightcap stated at the India AI Influence Summit in New Delhi

``` HP released its financial results for the first quarter of fiscal year 2026: net revenue of $14.44 billion, up 6.9% year-over-year, about 3.2% above analysts' estimates of $13.9 billion; non-GAAP earnings per share of $0.81, up 9.5% from $0.74 last year, and

``` Traders in the US futures and options markets are ramping up wagers that the Federal Reserve will not only continue cutting rates this year, but that the rate-cutting cycle may extend into next year, instead of hiking rates again in 2027 as previously expected. The futures spreads linked to the

``` Leveraged loan traders are significantly cutting their exposure to software industry debt, with many loans pricing near or at face value for early 2026. This shows that concerns about artificial intelligence are spreading throughout the credit market. Media, citing people familiar with the matter who participated in the trading but