Open AI raised its cloud spending forecast to $750 billion. Open AI hires x AI veteran Brent Mayo. (Wall Street Journal)
OpenAI raised its cloud spending forecast to $750 billion. OpenAI hires xAI veteran Brent Mayo. (Wall Street Journal)
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View allOpen AI raised its cloud spending forecast to $750 billion. Open AI hires x AI veteran Brent Mayo. (Wall Street Journal)
OpenAI raised its cloud spending forecast to $750 billion. OpenAI hires xAI veteran Brent Mayo. (Wall Street Journal)
The U.S. government will invest US$5 billion to promote AI research, covering many fields such as medical care and construction
The Trump administration announced on Wednesday local time that it would invest US$5 billion to use artificial intelligence (AI) to overcome long-standing scientific problems in multiple fields. According to the statement, relevant government agencies will use…
The unresolved "maritime chokepoint" is another important road "congested"? Freight forwarders have received notices from container shipping owners about price increases…
The obstruction to passage in the Strait of Hormuz in the Middle East has not yet been alleviated. The Houthi armed forces have issued another shipping threat, and the Bab el-Mandeb Strait is once again in danger. Institutional insiders believe that from the p…
Alibaba Group Holding Ltd filed a 6-K with the SEC
Primary filing notice from SEC EDGAR. Filed: 2026-07-22 AccNo: 0001104659-26-085556 Size: 52 KB
U.S. stock market pre-market: Three major stock index futures all fell, international oil prices continued to rise, Google and Tesla are about to release financial report…
Before the market opened on Wednesday, all three major U.S. stock index futures fell, while major European indexes generally rose. As of press time, Nasdaq 100 futures fell 1.05%, Dow futures fell 0.18%, and S&P 500 futures fell 0.44%. In terms of commodities,…
$AMD
Johnson & Johnson's OTTAVA™ robotic surgical system has received marketing approval from the US FDA
China Financial News Agency reported on July 22 that Johnson & Johnson's OTTAVA™ robotic surgical system has received marketing approval from the US FDA.
AMD and ANTHROPIC signed a major chip and investment agreement. AMD will invest US$5 billion in ANTHROPIC. Anthropic will purchase up to 2 GW of AMD's latest generation c…
China Financial News Agency reported on July 22 that AMD and ANTHROPIC signed a major chip and investment agreement. AMD will invest US$5 billion in ANTHROPIC. Anthropic will purchase up to 2 gigawatts of AMD's latest generation chips, Instin, starting in the…
$AMD
Financial News Agency, July 22, AMD's stock price fell 4% before the market opened. It was reported that AMD would invest up to US$5 billion in Anthropic as part of its c…
Financial News Agency, July 22, AMD's stock price fell 4% before the market opened. It was reported that AMD would invest up to US$5 billion in Anthropic as part of its chip transaction
$AMD
Analysis & data
View allTrade Strategy: Short USD/CNY, strong trade surplus and DeepSeek 2.0 may provide strong catalyst (Nomura)
Nomura Securities proposed a new trading strategy: short USD/Offshore RMB (USD/CNH), with a target of 6.55 and a time window of the end of October. The logic behind this is China’s strong trade surplus and the potential capital inflows that could come from the…
Investment surplus: The prospect of shareholder returns is bleak, coupled with the risk of asset impairment, downgraded to "sell" (Goldman Sachs)
Goldman Sachs lowered the rating of Merchants Reserve (001914.SZ) from "neutral" to "sell". The core reason is that the outlook for shareholder returns is bleak and there is the risk of asset impairment. The research report predicts that the company's dividend…
Japan’s defense budget framework is implemented, and three major strategic documents are revised into year-end focus (Goldman Sachs)
The Goldman Sachs report pointed out that the Japanese government has approved the basic policy framework for the 2026 defense budget, and the greater focus is on the revision of the three strategic documents of the "National Security Strategy", "Defense Plan…
Agency; AMD Advancing AI 2026 conference may become a stock price catalyst, MI 550 X is expected to lead Nvidia Rubin Ultra
Agency: AMD Advancing AI 2026 conference may become a stock price catalyst MI550X is expected to lead Nvidia Rubin Ultra
$AMD
GE Vernova Inc. filed a 10-Q with the SEC
Primary filing notice from SEC EDGAR. Filed: 2026-07-22 AccNo: 0001996810-26-000148 Size: 20 MB
$GE
Japanese auto stocks Q1 earnings preview: Honda, Suzuki, Toyota Tsusho performance may exceed expectations (Bernstein)
Bernstein previewed the Q1 (April-June) performance of the Japanese automobile and parts sector FY3/27, predicting that Honda, Suzuki and Toyota Tsusho will deliver strong results. The core drivers were foreign exchange gains from a weaker yen, as well as stro…
AMD and Anthropic sign major chip and investment agreement. As part of the chip agreement, AMD will invest $5 billion in Anthropic. Anthropic will purchase up to 2 gigawa…
AMD and Anthropic sign major chip and investment agreement. As part of the chip agreement, AMD will invest $5 billion in Anthropic. Anthropic will purchase up to 2 gigawatts of AMD’s latest generation chips. (Wall Street Journal)
$AMD
U.S. storage concept stocks fell short-term before the market opened, and SK Hynix ADR's decline expanded to 6.7%
On July 22, U.S. storage concept stocks fell short-term before the market opened. SK Hynix ADR's decline expanded to 6.7%, Micron Technology and SanDisk's decline expanded to 3.9%, and Western Digital fell more than 4%.
Baidu Group: Received confirmation letter from the Hong Kong Stock Exchange regarding the primary conversion application
On the evening of July 22, Baidu Group announced that the company had applied to the Hong Kong Stock Exchange for a major conversion and had received a confirmation letter from the Hong Kong Stock Exchange regarding the major conversion application. The effect…