Lip-Bu Tan: Intel aims for '10x growth in 5–10 years,' betting on advanced packaging, glass substrates, and synthetic diamonds.

Lip-Bu Tan: Intel aims for '10x growth in 5–10 years,' betting on advanced packaging, glass substrates, and synthetic diamonds.

Top-performing Hong Kong-listed stocks this week | Liu Liu Mei surged more than threefold in its debut week, with a market capitalization exceeding HK$10 billion, and plans to further expand into overseas markets over the next three years; Zhipu AI rose n

Top-performing Hong Kong-listed stocks this week | Liu Liu Mei surged more than threefold in its debut week, with a market capitalization exceeding HK$10 billion, and plans to further expand into overseas markets over the next three years; Zhipu AI rose n


Holiday Reading | Rare Interview with 'Father of Margin of Safety' Klarman on Missing Out on a $10 Billion Palantir Opportunity, How to Engage with AI, and Three Principles for Investing Today

Holiday Reading | Rare Interview with 'Father of Margin of Safety' Klarman on Missing Out on a $10 Billion Palantir Opportunity, How to Engage with AI, and Three Principles for Investing Today


‘The New Fed Communicator’: 1996 or 1999? Wash’s First Test Is ‘How to View AI’

‘The New Fed Communicator’: 1996 or 1999? Wash’s First Test Is ‘How to View AI’


Trump zeroes in on AI: labeled Anthropic a 'national security threat' just a week ago and still does not rule out intervention if necessary

Trump zeroes in on AI: labeled Anthropic a 'national security threat' just a week ago and still does not rule out intervention if necessary


Holiday Reading | SpaceX Goes Public, Musk Becomes a Trillionaire—Where Will His Money Go?

Following NVIDIA’s lead as a 'role model,' both Google and Broadcom have started emulating its approach, moving toward a closed-loop AI chip strategy.

The Swiss Federal Department of Foreign Affairs confirmed that the U.S.-Iran talks have been officially canceled; Japanese and South Korean stock markets plunged during trading, Nasdaq futures fell by 1%, and the U.S. Dollar Index rose above the 101 mark.

Iran denies closing the Strait of Hormuz, temporarily waives transit fees but may impose insurance charges in the future; U.S. military states over 20 vessels have already passed through the strait.

Wu Shih turns hawkish—has the dollar reached a 'turning point'?

Holiday Reading | Anthropic, a fervent supporter of chip export controls, faces model restrictions

Goldman Sachs slashed its year-end target to 4,900, and market expectations for a Fed rate cut this year have vanished.

Up 37% in its first week of trading! With a price-to-sales ratio as high as 39x, SpaceX is now 'more expensive' than all S&P 500 constituents.

Have oil prices fallen back to pre-Iraq War levels, and is the market overreacting?

Hedging against July rate hike risks! Traders flood into U.S. Treasury futures, driving trading volume to a record high.

A netizen asked, 'When will China's large models reach Fable-level capability?' Elon Musk responded, 'Possibly Q1 next year,' while Tang Jie, CEO of Zhipu AI, said, 'It won’t take that long.'

Iran has postponed its trip to Switzerland, and Vance has canceled his scheduled visit to Switzerland today; further travel plans are pending.

U.S. Markets Close | Reopening of the Strait of Hormuz Boosts Sentiment; Nasdaq Rises Nearly 2%; Semiconductor Index Surges 6.4% in a Single Day, with Chipmakers Including Intel, Micron Technology, and Taiwan Semiconductor Hitting New Highs; Gold Under Pr

OPEC rejects IEA's forecast of oversupply, asserting that oil demand will continue to grow.

U.S. Senator Sanders: Impose a one-time 50% equity tax on major U.S. AI companies to establish a sovereign wealth fund.

Report: Meta signs AI computing power agreement with Crusoe, securing approximately 1.6 gigawatts of data center capacity

Sources: Iran Delays Trip to Switzerland Amid Continued Israeli Strikes on Lebanon

Intel announced executive appointments for Intel Foundry to accelerate R&D and manufacturing.

Meta has signed an AI computing power cooperation agreement with data center company Crusoe, and is expected to secure approximately 1.6 gigawatts of computing capacity.

Lip-Bu Tan: Intel aims for '10x growth in 5–10 years,' betting on advanced packaging, glass substrates, and synthetic diamonds.