How the chip trade has come to resemble silver — a warning from Morgan Stanley’s Wilson
Investors should shift away from popular momentum trades, says veteran Wall Street strategist Mike Wilson. Source：MarketWatch
Why Apple pivoting to China for memory may not solve big tech’s microchip crisis
Apple reportedly is looking to ease its memory crunch with a Chinese company, but the dominance of the big three makers continues, says one tech investor.…
Comcast to spin off NBCUniversal after 15 years of ownership
Comcast on Monday said it would spin off NBCUniversal into a separate company, breaking off the media business it acquired 15 years ago Source：MarketWatch
South Korea’s $518 billion AI chip push shows crypto is still losing the capital race
Samsung and SK Hynix are pulling a chipplant buildout forward by a decade to meet AI memory demand. It is the latest and largest sign of the AI capital cycle…
Iran’s ship attack tests the shipping-insurance market just as war-risk premiums had plunged
Warrisk premiums narrowed considerably in recent days but could increase again. Source：MarketWatch
Oil heads for another losing week, but analyst warns sluggish Strait of Hormuz traffic could send price soaring again
Iran warned on Thursday that vessels not following approved routes would be be dealt with ‘accordingly,’ and a U.N. organization paused shipevacuation efforts…
Positioning Builds the Empire, Pricing Determines Survival
In enterprise operations, two decisions carry disproportionate weight: where you stand in the customer's mind, and what you charge for the value you create.…
‘I have full guardianship’: My son has special needs. If I buy him a condo, will that hurt his benefits?
“Another option would be for me to purchase the condo myself and have him pay me rent.” Source：MarketWatch
Qualcomm’s stock is soaring as these big numbers excite Wall Street
Shares of Qualcomm soared on Wednesday after the company announced new revenue targets and a partership with Meta Platforms. Source：MarketWatch
Bitcoin falls below $60,000 as AI trade continues to draw investor interest and capital
South Korean memory chip giant on Wednesday filed to raise nearly $30 billion in a U.S. offering. Source：CoinDesk
读懂SpaceX的两万亿故事：为什么马斯克每一手棋，永远都可以提前摆好？
飞向宇宙、浩瀚无垠 作者｜曹思颀 编辑｜靖宇 6 月 12 日，在 SpaceX 正式挂牌当天，马斯克选择前往得州的星舰基地，和数百名员工一起，远程敲响了纳斯达克的开市钟。 在现场，他用熟悉的那股自嘲范儿说：「如果当年有人告诉我会有今天，我大概率觉得那个人嗑嗨了。因为当时我自己都认为这家公司会黄。」…
Anthropic suspends access to Fable 5, Mythos 5, citing US directive
Anthropic has abruptly disabled its flagship AI models after a US government directive citing national security concerns. Source：Cointelegraph