Bloomberg: The significant volatility in the Asian cryptocurrency market may be due to algorithms tracking the flow of funds in Bitcoin spot ETFs
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From "chasing the light" to "going upstream toward the light"! Morgan Stanley asserts: In the tsunami of computing power, fiberglass fabric and copper foil ignite a super cycle in materials.
Morgan Stanley's latest research report points out that the global frenzy of AI infrastructure expansion is shifting from downstream GPU and wafer foundry to a comprehensive upstream spread in critical base material sectors.
As "AI slowdown" impacts the semiconductor sector, Goldman Sachs issues a bullish report! Target prices for the "Korean memory chip giants" indicate nearly 90% upside potential.
Goldman Sachs reaffirmed its “Buy” rating for the world’s two largest memory chip giants — Samsung Electronics and SK Hynix. Samsung Electronics continues to be on Goldman Sachs’ Conviction List.
Anthropic has been profitable for two consecutive quarters ahead of its IPO
Anthropic has achieved positive adjusted operating profit for two consecutive quarters, with Q2 revenue surging 14-fold year-on-year to $11.5 billion and annualized revenue reaching $65 billion. The gross margin exceeds 80%. The company has chosen to list on Nasdaq, with a potential valuation of up to $2 trillion. Dramatically, the CEO has made a rare call to slow down AI development just before the IPO. Analysts believe that balancing safety concerns with commercial competition will become the core challenge.
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