Amazon has $143.1 billion in cash on its books. Why is it still borrowing $25 billion for AI?
AI infrastructure is pushing cloud giants back into a heavy-asset cycle.
2026-07-08
投資
AI
800 target price, $6 billion buy order. Why couldn't it hold up SpaceX?
The market is still waiting for SpaceX's first earnings report.
2026-07-08
投資
AI
24H熱門幣種與要聞｜戰火重燃，美國再次發動對伊朗打擊；美SEC發布2026年監管議程聲明（7月8日）
蘋果公司開始測試長鑫存儲DRAM，用於在中國銷售的設備。
2026-07-08
ETH
投資
ZEC
Kraken
SEC
Coinbase
Robinhood
AI
預測市場
Pump.fun
India, the First Country to Be Short-Sold by AI
A moment of reckoning for a national white-collar industry.
2026-07-07
技術
AI
Nomura Analysis: Why the Bullish Outlook on Japan's MLCC Release Film?
Nomura Bets on AI Server Demand Transmitting to Japan's Niche Materials Sector
2026-07-07
AI
当市場「提前定價了完美」，三星業績再好也不夠好了
高估值下，微小的營收缺口、代工虧損隱憂及對AI資本支出見頂的擔憂被放大。市場邏輯已從看利潤增速轉向看現金流與股東回報，最終觸發資金獲利了結。
2026-07-07
投資
AI
From AI Beta to Profit Realization: Q3 US Stocks, How to Find New Ways to Make Money?
The AI narrative is not over yet, but funds are shifting from the broad CapEx thesis to verifiable areas such as storage, optical interconnect, power, and data center infrastructure.
2026-07-07
投資
AI
SemiAnalysis：沒有看空輝達，「AI央行」或撬動7兆美元債務雪球
昨天剛爆料輝達「Kyber機架」項目延遲，今天SemiAnalysis又甩出重磅預測：2029年AI債務將突破7兆美元。輝達正以自己「AA級」信用為這筆天量融資兜底，化身「AI央行」。
2026-07-07
投資
AI
Memory price hike expectations have been significantly raised, but Morgan Stanley warns: Short-term momentum may have peaked
Samsung and SK Hynix still supported by AI, chasing short-term gains faces a test
2026-07-07
投資
AI
币股风向标│Strategy卖出超2亿美元BTC；Metaplanet十周来首次再度出手增持；Bitmine上周增持超4.2万枚ETH（7月7日）
韩国BTC财库上市公司K Wave Media清仓，退出比特币财库公司行列。
2026-07-07
BTC
ETH
AVAX
AI
Strategy
Hong Kong, a key node in Asia's $2 trillion AI trade network
Hong Kong is evolving from a wealth center into a "tech transit hub."
2026-07-07
技術
AI
川普
SK海力士即將登陸納斯達克：290億美元上市全解析
SK海力士（SK Hynix）即將在納斯達克以代碼SKHY上市，擬籌資約290億美元，創歷史最大ADR發行紀錄。本文一文看懂上市時間、股票代碼、發行規模與投資要點。
2026-07-07
投資
SEC
AI
24H Hot Coins and Headlines | Trump Says Short Sellers Are Getting Crushed; Strategy Sold 3,588 BTC Last Week, Worth Over $220 Million (July 7)
Trump Responds to Whether "Trump Account" Includes Bitcoin: It Could Happen.
2026-07-07
BTC
穩定幣
投資
DAO
USDC
DCG
ENS
AI
川普
Strategy
一位匿名研究者的46條暴論：AI將顛覆一切，包括核威懾與人類統治
「所有人都在用過去的效率曲線理解AI，而真正的大跳躍還沒來，智慧生產可能還剩四到十個數量級沒走完。」
2026-07-06
安全
技術
AI
BiCS-10量產通關：鎧俠AI儲存敘事進入兌現窗口，大摩看32%空間
BiCS-10不是短期催化，AI SSD才是中期主線
2026-07-06
技術
AI
Neocloud生意經：谷歌為什麼甘願每月向SpaceX掏出9.2億美元？
人人都想當NeoCloud。
2026-07-06
AI
