Memory shortage, server prices riseShenwan Hongyuan: The U.S. job market may gradually achieve "rebalancing" by 2026, but the weakening short-term demand remains the core contradictionNot just interest rate cuts? Former New York Fed expert: Powell may announce a $45 billion bond purchase plan next WednesdayIn-depth discussion on Google TPU chips: How to compete with Broadcom? Can it compete with NVIDIA?Fu Peng: Will the Bank of Japan's interest rate hike in 2025 trigger a reversal of carry trade again? Let's take a look at the underlying logic! [Fu Peng's Commentary + Article Review]The People's Bank of China has increased its gold holdings for the 13th consecutive monthFrom "doubt" to "recognizing unique value," Wall Street is optimistic about the continued rise of the Chinese stock market next yearTesla plans to increase the number of electric vehicle charging ports in Japan to 1,000 by 2027For decades, personnel changes have never been so turbulent! Apple experiences a wave of executive departures, and Cook's whereabouts are under close scrutinySalesforce CEO "Large models have no moat," major short seller "OpenAI is the next Netscape"Apple has been facing a series of executive departures, and a key figure in its self-developed chip strategy may become the next to leave7 times in 3 years! The rise of Broadcom and the iron-fisted CEO Chen Fu YangAlso want to shake off NVIDIA? Report: Microsoft in talks with Broadcom for custom chipsMillennium and Jane Street enter the market, top global investors return to the Hong Kong IPO marketAcquiring the AI pendant startup Limitless, Meta aims to expand its AI hardware businessJust now, NVIDIA CUDA has received the largest update in history!"Elon Musk's exclusive valuation"? SpaceX, with 1/6 of Tesla's revenue, is valued at more than half of Tesla's valuationSilver hits a new high, strong ETF inflows support the upward trendOn the eve of the Federal Reserve's decision, the U.S. market is "super calm"Netflix acquires Warner Bros., reshaping the Hollywood landscape in a "century deal"NVIDIA launches CUDA 13.1 and CUDA Tile, Jensen Huang claims it is the biggest upgrade in twenty yearsWhy is there a heated discussion in Silicon Valley about the successor to Apple's CEO?In September, global AI monthly visits reached 7 billion, a year-on-year increase of 76%, with traffic approaching that of social networksHow did Netflix acquire Warner Bros. Discovery?Nasdaq vs NVIDIA vs BitcoinHollywood unions oppose Netflix's acquisition of Warner Bros.: hope antitrust agencies take actionOn the eve of the Federal Reserve's decision, the U.S. Treasury yield curve is "steep," with long-term bond yields rising sharplyTesla CEO Elon Musk's SpaceX valuation may approach $800 billion, surpassing OpenAI to reclaim the title of the world's most valuable private companyCanada's employment unexpectedly strong, market bets that the central bank will resume interest rate hikes next yearOvernight U.S. Stocks | All three major indices recorded gains this week, while spot gold fell below the $4,200 markOn December 6th, the top 20 trading volumes in the US stock market: NVIDIA stated that most large model manufacturers are its indirect clientsSpot gold prices briefly widened their gains after the release of U.S. PCE data, down 1% this weekThe 10-year U.S. Treasury yield rose more than 3 basis points on the day the PCE inflation data was released, with a cumulative increase of over 12 basis points this weekAfter the rise of Google Gemini, OpenAI hurriedly launched GPT-5.2A giant catfish enters the Robotaxi trackStrongly supporting "insiders" to carry out reforms: "Shadow Fed Chair" Hassett backs Bessen, sets residency requirements for regional Fed presidentsMeta will cut spending on the metaverse, and Reality Labs may lay off employees as early as January next yearIntel rose 4.4% in early trading on FridayExperts evaluate Netflix's acquisition of Warner Bros.: Can't think of a better way to weaken HollywoodStrong partnership: Netflix will acquire Warner Bros. through a cash and stock transactionU.S. consumer spending stagnated in September, revealing signs of fatigue in economic momentum under inflationary pressureThe U.S. core inflation rate in September, closely monitored by the Federal Reserve, is 2.8%, lower than market expectationsThe core PCE inflation of 2.8% in September, which the Federal Reserve is concerned about, is generally in line with expectations, while actual personal spending stagnatesIs a rate cut next week a done deal? Bank of America’s Hartnett warns that if the Federal Reserve adopts a dovish stance and cuts rates, it could end the Christmas rally in U.S. stocks