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Newswire briefs, filings, valuation notes, options flow and technical charts — organized as a market front page instead of a raw archive.
The Bernstein report pointed out that computing power has commodity-like characteristics such as non-storability and high price volatility. The financial market around computing power is accelerating, including derivatives instruments such as computing power f…
Tickers appearing most often in the latest published notes.
The company's stock price fell by more than 40% from last month's high. After the Starship launch mission was announced to be postponed, the stock price of Musk's space exploration company SpaceX plummeted 5.43% on Friday to US$123.99, falling for the sixth co…
After the Starship launch mission was announced to be postponed, the stock price of Musk's space exploration company SpaceX plummeted 5.43% on Friday to US$123.99, falling for the sixth consecutive trading day and further falling below the IPO issue price of U…
On July 17, local time, the three major U.S. stock indexes closed down across the board. Most large technology stocks fell, with Nvidia, Meta, Tesla and Google all falling by more than 2%. The Philadelphia Semiconductor Index fell 1.63%, down 20.2% from the al…
that ended today, and was finally sold for a sky-high price of US$960,000. This final transaction price reached a full 16 times the previous official high estimate (US$60,000).
[It took 48 hours for the Chinese AI model to pass the chip design! The stock price of the American EDA giant plummeted! 】Last night, large U.S. technology stocks generally fell. Global EDA (electronic design automation) giants Synopsys Technology and Cadence…
[Storage’s “New Ghost Story”: Is the United States going to steal money? 】Deputy U.S. Trade Representative Rick Switzer clearly argued that because large purchases by U.S. companies have boosted the profits of Samsung and SK Hynix, the U.S. has the right to sh…
Apple raised the prices of iPhone, Apple Watch and AirPods series products in the Japanese market on July 18, marking the first large-scale price adjustment in recent years. The price of the highest storage version of iPhone 17 Pro Max rose from 329,800 yen to…
Pingtou Ge Zhenwu M890 AI chip paired with Alibaba Cloud Panjiu AL128 super node server was successfully selected, becoming one of the most representative AI infrastructure achievements of the conference.
The Bernstein report pointed out that computing power has commodity-like characteristics such as non-storability and high price volatility. The financial market around computing power is accelerating, including derivatives instruments such as computing power f…
A Goldman Sachs report pointed out that global central banks purchased 81 tons of gold in May, of which China's central bank purchased 48 tons of gold, making it the largest buyer. The central bank's continued gold purchases have provided a solid bottom for go…
Morgan Stanley's presentation materials for investors in the Japanese semiconductor equipment industry pointed out that driven by AI demand, chip manufacturing is evolving towards 3D structures such as GAA (gate all around), Hybrid Bonding (hybrid bonding), TS…
SEC filing watch: MSTR / Strategy Inc: 8-K filed 2026-07-13, 8-K filed 2026-07-06, 8-K filed 2026-06-29
The Deutsche Bank report pointed out that although the scale of social financing and new RMB loans rebounded in June from the previous month, the credit pulse was weaker than the same period last year, the growth rate of existing stocks further slowed down, an…
J.P. Morgan based on China NBS data analysis in June, copper supply is tight, aluminum exports exceed expectations, lithium prices have reflected the positive supply, while coal and steel performance is weak. Recently, copper, gold, aluminum, and lithium compa…
The core of the Bernstein report pointed out that Kimi (Dark Side of the Moon) released the K3 model with a total parameter of 2.8 trillion, performance close to Claude Fable 5 and GPT-5.6, and pricing that is 40%-70% lower than similar overseas products. This…
Morgan Stanley predicts that the revenue of covered Chinese real estate companies in the first half of the year will fall by more than 20% year-on-year, and EPS will fall by more than 40% year-on-year. The gross profit margin of the development business contin…
A Morgan Stanley report pointed out that rare earths, as key materials for electric vehicles, national defense, and offshore wind power, have soared in price driven by China’s export controls, attracting a large amount of capital. In 1Q26, funds focusing on ra…