Taiwan's Annual Inflation Eases to 2.54% in July

MT NewswiresAug 6 16:13

Cloud providers surge collectively, putting pressure on the infrastructure supply chain—has the AI rally shifted to 'shovel sellers'?

During the Q2 earnings season, Microsoft and Amazon saw strong gains driven by their cloud businesses, while SK Hynix and SanDisk saw their share prices halved. The market is no longer focused on who spends the most on AI, but rather on who can actually generate returns—cloud providers’ GPU leasing yields of over 30% are now being priced in, and cloud revenue is accelerating across the board. Meanwhile, the AI infrastructure supply chain is undergoing repricing after capital expenditure growth peaked. AI investment is shifting from those selling shovels and building roads to those turning shovels into businesses and collecting tolls along the way.

wallstreetcnAug 4 12:25

Is $800 billion in capital expenditure not the peak? Goldman Sachs: Non-U.S. and private equity investments are underestimated—actual AI investment this year could exceed $1 trillion.

Following adjustments, Goldman Sachs estimates that AI investment in the United States will amount to approximately $581 billion in 2026, with the global total reaching approximately $1.019 trillion.

wallstreetcnAug 4 07:34

HK ETF Express | CSOP Samsung Electronics Daily (-2x) Inverse Product Was the Top Gainer, Rising 5.98%

270 HK ETFs rose and 90 fell today. The top gainer was $CSOP Samsung Electronics Daily (-2x) Inverse Product(07347.HK)$ while the top loser was $CSOP Samsung Electronics Daily (-2x) Inverse Product(07347.HK)$.

Futu NewsJul 29 16:15

AI infrastructure stocks were heavily sold off, and Apple reclaimed its position as the world's most valuable company—what signal does this send, and what should investors watch next?

On Monday, Apple surpassed NVIDIA—whose market capitalization stood at approximately $4.77 trillion—with a valuation of $4.95 trillion to reclaim the title of the world’s most valuable company. However, a more concerning development was the simultaneous warning signal from the bond market: NVIDIA is reportedly negotiating a $250 billion financing guarantee, roughly four times its current cash reserves, and its credit default swap (CDS) recorded its largest single-day increase since trading began. 'Apple had previously faced criticism for insufficient investment in AI, but it now appears to have successfully avoided the capital expenditure trap.'

wallstreetcnJul 28 11:34

Amid the 'depletion' of free cash flow, have capital expenditures on computing power and the global AI cycle peaked?

Zhongtai Securities released a research report stating that, for the current market, the core of market dynamics revolves around whether the AI capital expenditure cycle has peaked.

Zhitong FinanceJul 28 07:22