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Turkey hopes that the transfer of the Russian S-400 anti-missile system will help purchase US-made F-35 fighter jets. (Wall Street Journal)
Tickers appearing most often in the latest published notes.
Turkey hopes that the transfer of the Russian S-400 anti-missile system will help purchase US-made F-35 fighter jets. (Wall Street Journal)
On July 18, during the 2026 World Artificial Intelligence Conference, the global payment and financial management platform Xunhui and Mastercard released the white paper "Beyond Automation: Defining Agent-Driven Global Payments". According to reports, this is…
Today, at the 2026 World Artificial Intelligence Conference (WAIC), Alibaba Cloud officially released the Lingjun Zhenwu M890 super node instance, which provides customers with high-speed interconnection and out-of-the-box 64-card computing power units in the…
elements), but because of the existence of open source models, it will be an advantage for Chinese AI. Kevin Kelly believes that China’s open source model is a great attempt. “I am very happy to see China (developing) in this direction.” (The Paper)
According to people familiar with the matter, Trump Media Technology Group is negotiating to sell application programming interfaces (APIs) to Wall Street financial institutions, and plans to charge a monthly fee of US$100,000, allowing these institutions to l…
"agent native language", aiming to help industrial agents become trustworthy professional agents through the two-state integration of explicit structured logic and large model fuzzy reasoning logic.
phone scenarios based on the "Qianwen Big Model", which has been implemented in Honor's Robot Phone.
According to comprehensive reports from CCTV Finance, Kyodo News and other media, due to the depreciation of the yen and the surge in semiconductor prices, Apple in the United States has raised the price of its smartphone iPhone in Japan on the 17th. The repor…
Technical watch: RDDT trades near $181.18, below at least one key moving average. 20-day MA: $184.85; 50-day MA: $172.25; RSI(14): 58.16
Morgan Stanley's weekly data showed that apparent consumption of long products increased by 3.6% week-on-week, while flat products fell by 0.4%; output of both types of products fell; traders' inventories fell and electric furnace utilization declined. On the…
The core change is that the company is advancing a radical AI data center capacity expansion plan. With SK Group's advantages in the global AI value chain, this part of the value has not yet been reflected in the valuation. The market's perception of SK Teleco…
Bernstein's comments on Netflix (NFLX.US) 2Q26 confirmed each other with Goldman Sachs, but emphasized the deepening of "doubts." Revenue, EBIT, and EPS were basically in line with expectations, but UCAN's revenue fell short of expectations. More importantly,…
This report is not specific to a particular company or industry, but to an interesting project of Bernstein’s team – homemade sneakers. The report shows the initial concept design of sports shoes, including multiple versions of CAD renderings, color schemes an…
The core argument is that the market is overly concerned about the risks of the NEOM project. Even if the project brings about 1% EPS headwinds each year from 2027 to 2029, the company will still be able to achieve an average annual EPS growth of 9-10% with it…
The report shows that China's annualized crude steel output in the latest 10 days reached 996Mt. Although it increased by 3% month-on-month, it was overall at the bottom of the historical seasonal range. J.P. Morgan predicts that steel production may have peak…
The report points out that AI NIMBYism ("not in my backyard") has become a major obstacle to the construction of ground data centers, causing about US$286 billion in related projects to be delayed or canceled. Space has the inherent advantages of free energy,…
This Morgan Stanley/JPMorgan Chase (clearly titled) report comprehensively covers Japanese electronic components companies such as Murata Manufacturing Co., Ltd., Taiyo Yuden, and TDK, providing their stock prices, target prices, ratings, and core valuation da…