AI boom fuels inflation fears, complicating Fed’s next rate move
Ongoing strong demand for AI infrastructure “would likely sustain upward pressure on prices for technology products and electricity,” Federal Reserve…
Crypto VC Paradigm raises $1.2B to push into AI
Crypto venture firm Paradigm is widening its investment gaze toward AI and other frontier industries with its latest fund. Source：Cointelegraph
Crypto could benefit if Fed steps in to backstop US stock market: Analysts
The size and scope of the US stock market “gives policymakers a strong incentive to backstop major drawdowns,” said Bitget Wallet COO, Alvin Kan.…
上市前夜｜35岁清华学霸冲港股IPO，做出手机指纹中国第二
本文约3300字，建议阅读7分钟 作者 | 彭孝秋 编者按： 《上市前夜》栏目聚焦企业冲刺资本市场的关键时刻。每一份招股书里，都藏着一家企业上市前的野心、周期与隐忧。这是第四期——极豪科技。 近日，极豪科技（JIIOV…
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今日热点导览 工信部：AI编程工具Claude Code存在安全后门隐患，危害严重 字节绩效规则调整：加大半年激励，加强字节范与领导力考核 沙特阿美大降价吸引亚洲买家，国际机构看空下半年油价 欧盟法院驳回苹果上诉，维持App Store和iOS“看门人”认定 摩根大通：投资者低估了特斯拉与SpaceX合并的潜在障碍…
Levi’s is finding new ways to win customers — by looking toward tops and ‘denim luxury’
Jeans maker raises its fullyear outlook for the second straight time, but shares fall after hours Source：MarketWatch
This chart shows stamp prices over the years as USPS hikes postage again this weekend
The new rate will go into effect on July 12, and will be the eighth price increase over the last five calendar years Source：MarketWatch
Nvidia’s stock trades at a juicy discount, according to BofA
An analyst recommends investors take advantage of the “enhanced” buying opportunity brought upon by sustained underperformance. Source：MarketWatch
Higher gas prices aren’t the only way rising tensions with Iran will hit home
Wall Street expects President Trump’s call that the Iran ceasefire is over will hurt airlines and home builders more than it will help oil companies.…
More than two-thirds of tech stocks are at least 20% off recent highs. What’s happening to the AI trade?
Major semiconductor names have been falling hard as investors take profits following a blockbuster second quarter. Source：MarketWatch
With Micron’s stock well off its peak, investors want proof that the AI boom can last
Investors in memory stocks are looking for signs that elevated pricing can be sustained for years without demand suffering. Source：MarketWatch
A ‘few’ Fed officials said there was a case for a rate hike in June, minutes from Warsh’s first meeting show
A “few” Federal Reserve officials said there was a case for raising interest rates in June, according to minutes released Wednesday from the central bank’s…