His core positions remain unchanged, but he has switched to a different playbook.

Oracle is accelerating its transformation from a traditional database company into a cloud computing company driven by AI infrastructure.

What Adobe needs to prove to the market in its next phase is that these 1 billion monthly active users will not only use AI, but are also willing to keep paying for AI.

Understanding the iPhone Duo requires looking beyond how many units it can sell — we must also examine what role it plays in Apple's business model.

The AI chip trade may be entering a more selective phase of structural repricing.

AI tokens worth watching ahead of Anthropic's listing

The combination of an AI assetization platform and a task dispatch network lays the transaction and payment rails for the AI commercialization economy.

NVIDIA's latest acquisition is reshaping memory capacity allocation, and the AI capex boom is spreading from individual company earnings to core U.S. index weights. With the opening bell approaching, what news in the AI, chip, and cybersecurity tracks deserves attention?

It is both the "fall guy" for internet outages and the easily overlooked "shovel seller" of the AI era.

If authorities intervene in the market again after September 18, watch the speed at which the move retraces—should the yen quickly fall back to its pre-intervention range within days or weeks, it would suggest that policy signals alone remain insufficient to overturn fundamental pricing, and the yen will likely continue spinning in the cycle of "intervention, rebound, and give-back."

Probability no longer belongs to just a single platform; the aggregation, derivatives, and intelligent execution infrastructure surrounding it are taking shape.

In a market with scarce liquidity, conviction doesn't generate returns—only verifiable cash flow and quantifiable demand do.

Polymarket shows the probability of a Democratic sweep of both chambers has risen to 50%. If it happens, US stocks could fall more than 10%, the AI bubble could pop at any time, and Wall Street is almost completely unprepared for it.

AI 把执行成本压到近乎为零之后，真正稀缺的不再是想法，而是方向感。

Cathie Wood: Bitcoin and Gold Show Diverging Trends, Signaling a "New Economy" Is Gradually Taking Shape.

ASICs are making major inroads into financial reports — the next question is how multi-tens-of-GW demand translates into real revenue.