Altman faces $1.4 trillion skepticism: As long as computing power is still in short supply, OpenAI must continue to burn cash

Altman acknowledged that the company's current training cost growth still exceeds revenue growth. However, he emphasized that OpenAI is always in a "computing power deficit" state, which precisely proves strong demand. Altman stated that the current severe shortage of computing power significantly limits the company's revenue growth potential, which is the core reason for continuing large-scale investments

Wallstreetcn·
US
DXYZ
+2.63%
NA
OpenAI
0.00%
Wallstreetcn·
US
DXYZ
+2.63%
NA
OpenAI
0.00%

Zhang Bin from the Chinese Academy of Social Sciences: In the short term, the most important thing for consumption growth is to enlarge the nominal GDP cake

Zhang Bin, deputy director of the Chinese Academy of Social Sciences, believes that the key to consumption growth in the short term is to expand nominal GDP. The growth of nominal GDP will promote residents' income, government tax revenue, and corporate profits, thereby naturally driving consumption growth. Zhang Bin suggests using counter-cyclical fiscal and monetary policies to raise the price level, aiming for a GDP deflator index of 2%, thus achieving nominal GDP growth

Wallstreetcn·
Wallstreetcn·

Dialogue with Pony AI's Wang Haojun: Robotaxi is entering the stage from 1 to 1000

Gradually profitable

Wallstreetcn·
HK
02026
+3.69%
US
PONY
+11.78%
Wallstreetcn·
HK
02026
+3.69%
US
PONY
+11.78%

Sell all Nvidia, mortgage Arm to leverage! SoftBank bets everything on OpenAI, striving to secure funding by the end of the year

According to reports, SoftBank is aggressively raising funds to fulfill its $30 billion investment commitment to OpenAI, aiming to complete the remaining $22.5 billion injection by the end of the year. Masayoshi Son has fully liquidated $5.8 billion worth of Nvidia shares, reduced his stake in T-Mobile by $4.8 billion, and plans to mortgage Arm shares to obtain a $11.5 billion margin loan

Wallstreetcn·
US
SFTBY
+5.33%
Wallstreetcn·
US
SFTBY
+5.33%

GAC "tightens its belt"

Fight for Revival

Wallstreetcn·
SH
601238
+0.73%
HK
02238
+2.62%
Wallstreetcn·
SH
601238
+0.73%
HK
02238
+2.62%

Goldman Sachs 2026 Global Stock Market Outlook: A Broader Bull Market and Wider AI Beneficiaries

Goldman Sachs predicts that the global stock market will continue its bull market in 2026, but the return rate will be lower than in 2025. The AI dividend will spread to a wider range of fields, with non-U.S. markets outperforming U.S. stocks. Economic expansion and the Federal Reserve's loose policies will support the stock market. The expected price return rate for the global stock market is 13%, with a total return rate of 15%, primarily driven by earnings growth

QQ News·
US
GS
+1.96%
QQ News·
US
GS
+1.96%

Prediction: This Is Where Palantir's Stock Will Finish by the End of 2026

Palantir Technologies has seen significant stock growth due to AI hype, but its high valuation makes it vulnerable. With a P/E over 400, it's considered speculative. Economic disconnect and potential Fed changes could impact high-priced stocks like Palantir. By 2026, the stock may fall below $100, possibly even $50, as market turmoil affects valuations.

Motley Fool·
US
PLTR
+4.14%
Motley Fool·
US
PLTR
+4.14%

Clocktower Chief Strategist Kevin Wang: The macro focus in 2026 is on inflation, beware of the risk of a shift in monetary policy expectations

Clocktower Chief Strategist Kevin Wang stated at the Alpha Summit that the global macro focus in 2026 is on inflation. Currently, U.S. inflation is above the policy target, and the market expects multiple rate cuts. He warned investors to prepare for the possibility that the Federal Reserve may cut rates fewer times than expected and emphasized that if inflation rises above 3.5%, the Federal Reserve may shift to raising rates

Wallstreetcn·
Wallstreetcn·
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