Lodha Developers Signs MoU for INR1 Trillion Additional Investment in Maharashtra, India Data Center Project

MT Newswires18minutes ago

The EU Revisits Technology Regulation, Aiming to Leverage Tech Giants to Influence Trump?

Cailian Press reported on January 20 (edited by Ma Lan) that the European Union is considering reviving an old proposal to establish a technology regulatory body independent of existing EU institutions, with the authority to address violations by American companies. Some EU officials believe that in the face of ongoing political attacks from the United States against Europe, the EU needs to demonstrate its ability to implement and enforce its digital laws. Despite significant obstacles to achieving this goal, the fact that it has been brought up again underscores the EU's growing concern that it lacks a sufficiently robust enforcement framework to counter U.S.-led challenges. Mario, a non-resident fellow at the think tank Bruegel Institute, noted this development.

cls.cn12:48

Morgan Stanley has released a list of thematic investment stocks for the Americas region (including U.S. equities).

Morgan Stanley recently published a global thematic investment report, listing its highest-conviction thematic opportunities in the Americas region (including U.S. stocks). All stocks mentioned were rated as "Overweight": Amazon (AMZN.US), Bloom Energy (BE.US), Broadcom (AVGO.US), Cisco (CSCO.US), Eli Lilly and Co (LLY.US), EQT Corp. (EQT.US), Microsoft (MSFT.US), NextEra.

AASTOCKS11:48

What is the cost of the US-EU economic and trade 'breakdown'? How many more 'breakdowns' can the US economy withstand?

Trump's threats to 'purchase' Greenland and impose tariffs on multiple European countries have pushed the transatlantic alliance to the brink of crisis. Once a trade war erupts, the U.S. economy will have nowhere to hide, from BMW factories in South Carolina to tech giants in Silicon Valley.

Golden10 Data11:44

Power shortages in the U.S. and chip shortages in China: CICC details the underlying logic differences in AI investments between the U.S. and China.

As the 'two poles' of the global AI industry landscape, China and the United States exhibit significant differences in funding sources and investment directions due to disparities in infrastructure for computing power, chips, models, and other areas. Tracing these differences can help us understand variations in development paths and provide insights into different investment directions.

CICC Insights07:52

Can a $1,699 Espresso Machine Help Walmart Challenge Amazon? -- WSJ

WSJ01:00