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Goldman Sachs Calls for Long China AI: Behind the $4 Trillion Market Cap, Global Funds Only Allocated 1.2%
Changxin Memory Technologies' STAR Market IPO: Estimated Valuation Reaches $295 billion, with a First-day Lock-up Period of 78%
FOMC Minutes: Some Participants Advocate for Rate Hike, But Still Support Hold on Rates
Meta is planning to start production in September of an AI chip, codenamed "Iris."
SemiAnalysis Breaks Down Anthropic's Profitability, Bullish on Valuation up to $6 Trillion?
Bank of America Raises Capital Expenditure Outlook for Alphabet, Meta, and AWS
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MiniMax Quater 3 or Open Sources 2.7T Parameter Model, Expected to Become the World's Largest Open Source Large Model
The AI Computing Power Arms Race Enters the Profit Validation Phase, with Anthropic Emerging as a New Wall Street Darling
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Goldman Sachs Insight: On the Eve of Microsoft's Earnings Report, Can Azure's High Growth Support AI Investment?
#Microsoft
#Goldman Sachs
07-09
SemiAnalysis Insights: NVIDIA Secures GPU Financing, AI Compute Enters the Credit Era
#nvidia
#AI
07-08
Goldman Sachs Calls for Long China AI: Behind the $4 Trillion Market Cap, Global Funds Only Allocated 1.2%
Musk to Wage Price War, Grok Willing to Take Loss on $4.5 Million Deal with Claude - Is it Good News for SpaceX?
The "China SMIC" that Makes $400 Million Profit per Day, Even Apple is Eager to Buy
JPMorgan: Bitcoin’s Biggest Risk Is Not Strategy Dumping, But Blockchain Adoption Bypassing Public Chains and Tokens
Security Alert: Anomalous On-Chain Fund Movement Detected in the CodexField Project on the BNB Chain
Hyperliquid proposes that the CFTC formally recognizes that on-chain protocols do not require registration and that non-custodial wallets do not act as financial intermediaries
Analysis: Market FUD Sentiment Toward SOL Reaches All-Time High in 2026, Typically a Bullish Signal
U.S. Regulatory Agency Plans to Block CME from Launching 24-Hour Oil Futures Contract Application
Glassnode: Bitcoin Late-Stage Accumulation Phase, Realized Loss Reaches Highest Level Since December 2022
Meta has entered into a long-term flash supply agreement with SanDisk and a memory supply agreement with Samsung.
US-Iran Ceasefire Agreement Falls Apart, Strait of Hormuz Shipping Activity Once Again in Turmoil
Ben: YMTC's and Hynix's IPOs are significant positives, A-shares capable of incubating a trillion-dollar hard technology leader
Citi Interpretation: NVIDIA still has 47% upside, can Rubin and CPO deliver?
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US Stock Market: Crypto-Related Stocks Continue to Surge, MARA Surges by 15.27%
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JPMorgan: Bitcoin’s Biggest Risk Is Not Strategy Dumping, But Blockchain Adoption Bypassing Public Chains and Tokens
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The US Supreme Court has ruled that the President has the power to remove the head of an independent regulatory agency, adding uncertainty to the SEC and CFTC's crypto rulemaking process.
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