The war in Iran has reignited, will Brent crude oil hit 80 dollars again?Something Big Just Happened in AI, Says Jensen Huang. Here's What it Means for Nvidia.Technology-driven, precise empowerment, integration of industry and finance, CBHB collaborates with XPeng to build an intelligent automotive supply chain financial ecosystemJapanese TVs usher in the era of the Chinese home courtHSBC China Wealth Insights: A Conversation with PIMCO's Global Chief Investment Officer: How to Seize Investment Opportunities in the K-Shaped Economy and AI Wave? | Wealth Exchange "Hui"The "AI Music" star startup SUNO has doubled its paid users in 3 months, reaching 2 million, with an annual ARR revenue of 300 million USDReport: NVIDIA will launch a "new inference chip" incorporating Groq LPU design at next month's GTC conferenceUnder the impact of AI, is a new round of "subprime mortgage crisis" coming?NVIDIA plans to launch a new chip, OpenAI is a major customerTCOM (Trans): No update on regulatory issuesThe nomination of Waller faces rare obstacles, and Powell's reappointment remains undecided! The outlook for the Federal Reserve's monetary policy adds significant uncertaintyThe private equity crisis is escalating, even Goldman Sachs has to "prove its innocence."The last time this situation occurred in the U.S. stock market was in 2008The market begins to worry about the economic outlook! The 10-year U.S. Treasury yield falls below 4%, hitting a four-month lowOvernight U.S. Stocks | The three major indices closed lower this week, NVIDIA continued to drop by 4.16%, and spot silver rose over 6.2%The Asia-Pacific stock market continues its upward trend, sprinting towards the best February in history, with the South Korean stock index rising 18% for the month, but technology stocks are under pressure following NVIDIA's earnings reportSpaceX is considering secretly submitting its IPO application as early as March, with a goal to go public in June this yearReport: SpaceX is considering secretly submitting its U.S. IPO application as early as MarchMeta's chip dream encounters hard restrictionsParamount is reported to have paid Netflix $2.8 billion in termination fees"Roaches are out," private credit issues combined with AI concerns hit, bank stock indices plummet by 6%The bankrupt private credit giant MFS still has "big risks"! Creditors warn that double pledges may lead to a $1.3 billion gapOver 3,000 companies cleared out! What’s going on with this "major action" in China's insurance industry?Belgian regulators launch investigation into Google's online advertising pricing practicesDo investors underestimate NVIDIA? CEO Jensen Huang believes soUnexpected warming! The U.S. January core PPI recorded the fastest growth in a year, complicating the Federal Reserve's monetary policyBlock (Trans): Layoff tailwinds to kick in Q2, margins to trend higher
---CoreWeave (Trans): Massive capex fully backed by signed service contractsAnalysts say that Netflix's abandonment of the proposal to acquire Warner Bros. may bring huge benefits to the streaming giantCoreWeave: Orders Soar, Profits Plunge — Is the Compute Unicorn Stuck in a Profitability Trap?
---Amazon and large tech stocks fell due to OpenAI's latest $110 billion financingU.S. inflation remains resilient! January PPI unexpectedly surged, potentially hindering the Federal Reserve's momentum for future rate cutsAmazon initiates an AI cost revolution! Self-developed AI ASIC directly targets large model training, NVIDIA's computing power monopoly faces its strongest challengeU.S. January PPI First TakeOpenAI announces new investment of $110 billion from "Amazon + NVIDIA + SoftBank"Nvidia's performance soars, but market sentiment turns sourBank of Communications' retail transformation enters deep watersWith AI and geopolitical clouds looming, quick money is fleeing the US stock market in large amounts, pouring into gold and US Treasury bonds for safetyPerformance skyrockets, valuation declines: Where will incremental funds come from when NVIDIA is treated as a value stock?Block: US 'Alipay' slashes headcount by 40%; is compute displacing labor?Under the expected impact of the new policy from the Federal Reserve, overseas liquidity is tightening. At a time of market divergence, Cheng Tan, founder of Tantu Macro, shares insights on asset trends behind closed doorsMontage Technology: Net profit in 2025 is expected to grow by 58.35% year-on-yearSubprime crisis replays? UK private credit giant MFS bankrupt, Barclays and several major banks involved in the turmoil"Half Price" Starting Bid, Multiple Equity Stakes of Beijing Rural Commercial Bank Appear on Alibaba AuctionOn February 27th, XIAOMI-W spent HKD 99.9973 million to repurchase 2.8582 million shares