It is not that the AI bubble is about to burst, but rather a flight from overcrowded trades—Wall Street’s strategic focus is shifting from 'AI compute beta' to 'cash flow alpha.'
Report: Meta in talks to lease computing power to Anthropic, with the two-year deal potentially valued up to $10 billion
Blackstone, BlackRock, and Apollo Face Successive Redemption Waves: Turning Point Arrives for $3 Trillion Private Credit Market
Falling oil prices drove a stronger-than-expected rebound in U.S. consumer confidence in July, reaching a five-month high, while the one-year inflation expectation dropped to 4.2%.
Cleveland Fed President Hammack strikes a hawkish tone: inflation remains too high, and the labor market is near full employment.
Messi's philosophy: adept at seizing opportunities others fail to see
Crypto Prices Halve, Mining Firms Double: AI Infrastructure Logic Reshapes Valuations
Global stock markets are tumbling, yet India stands apart—its lack of AI exposure has paradoxically become an advantage.
Apple's market capitalization overtakes NVIDIA! HSBC remains bullish on the AI-driven smartphone replacement supercycle and raises Apple's price target to $366.
The ultimate bull-versus-bear showdown takes place on July 30! With HSBC leading bullish sentiment, can Apple leverage the edge-side AI tailwind to break through a $5 trillion market capitalization?
U.S. memory stocks collectively rebounded, recovering their losses, with SK Hynix up nearly 4%.
Goldman Sachs: Individual stock volatility hits a 15-year high; AI becomes the decisive factor
Kimi K3 debuts amid great anticipation; Morgan Stanley: China's cutting-edge large language models have achieved comprehensive catch-up, with breakthroughs simultaneously in scale, performance, and pricing.
The Philadelphia Semiconductor Index plunged more than 5% at the open, with Lam Research, AMD, and Intel all falling over 6%.
As markets begin to 'price in returns': Apple emerges as a tech safe haven, briefly surpassing NVIDIA in market capitalization
Korea's AI-driven trading turmoil sparks a global style rotation! As leveraged capital retreats, 'quant-safe trading' makes a comeback on Wall Street.
Trump launches paid 'early access' posts—Wall Street says those few milliseconds are worth a fortune
Following an $85 billion IPO, SpaceX's maiden flight was delayed, and its stock price fell more than 6% over two days as market sentiment turned cautious.
AI behemoths are 'sucking the blood' of traditional software stocks! IBM plummets historically as tech's most brutal budget purge unfolds.
Tensions in the Middle East continue to escalate, with U.S. forces conducting airstrikes on Iran for the sixth consecutive night, and Tehran launching missile strikes against Gulf allies.
U.S. Market Preview | All three major index futures extended losses, with Nasdaq futures down nearly 2%. UBS Group warned that cloud giants' capital expenditure growth could face a 'sharp slowdown' over the next two years. SpaceX fell nearly 4% in pre-mar
Reaching again into the pockets of South Korea’s chip giants: SK Hynix and Samsung may be required to share their 'excess profits' with the United States
Zhongji InnoLight has passed the Hong Kong Stock Exchange's listing hearing, with CICC, GF Securities, and Goldman Sachs acting as joint sponsors.
Keep a close eye on Micron, the most important bellwether for AI trading: institutions note its valuation is undemanding following a short-term pullback.
It is not that the AI bubble is about to burst, but rather a flight from overcrowded trades—Wall Street’s strategic focus is shifting from 'AI compute beta' to 'cash flow alpha.'
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