Week Ahead: US August PPI and CPI data set for release, putting rate hike expectations to a key test; Apple’s foldable iPhone makes its debut; Oracle and Adobe to report earnings; US stock markets closed on Monday
Weekend Reading | In-Depth Interview with OpenAI President: Astra Is the First “Model Trained on 100,000 GPUs,” Crossing the “Application Threshold”
HK Stock IPO Weekly: Salubris and Others File for Listings; SHEIN and Mech-Mind Robotics Both Break Issue Price in First Week of Trading
Goldman Sachs Partner: Summer is over, with market focus centered on the "bond market storm," while the U.S. equity panic index has dropped to its lowest level during Trump’s term.
Morgan Stanley Private Briefing: MiniMax and Zhipu AI See Surge in ARR; Model Competition to Enter a Tiered Elimination Phase
Morgan Stanley: Microsoft reshapes business architecture for the AI era, reiterates "Overweight" rating
US and Iran exchange attacks on oil tankers! US military claims to have "destroyed" three Iranian oil tankers, while Iran's Islamic Revolutionary Guard Corps reports attacks on multiple oil tankers and US vessels.
Will next week's U.S. CPI data trigger a September rate hike? BofA and Citi present two opposing scenarios.
Day One of the 2026 National Reimbursement Drug List Negotiations: Representatives from Multiple Companies Display Visible Joy as Traditional Chinese Medicine and Chronic Disease Drugs Take Center Stage
Goldman Sachs Trading Desk Head: OpenAI’s Astra Model ‘Stands Out,’ Precisely What the ‘AI Bull Market Has Been Waiting For’
Who will win the race to lead the "largest IPO in history"? Anthropic is close to selecting Morgan Stanley and Goldman Sachs
Weekend Reading | Zhipu and MiniMax: Two Distinct Business Models for Large Language Models
Trump: U.S. Special Envoy to Present "End-of-War Plan" for Russia-Ukraine Conflict to Russia
Iranian media: An Iranian oil tanker near Kharg Island was hit by a missile attack
Will the Next Wave of AI Winners Emerge? PIMCO Avoids U.S. Tech Giants, Bets Heavily on Asian ‘Pick-and-Shovel’ Providers
Weekend Reading | Berkshire Hathaway CEO Greg Abel’s Latest Interview: First Detailed Account of the $10 Billion Increase in Google Stake, Responses to Soaring Japanese Government Bond Yields, and Investments in the Five Major Trading Houses
How far can the yen's reversal go? Goldman Sachs: Structural recovery is "just getting started," while Bank of America forecasts a rise to 149 by year-end.
GPT-6 Astra announces full-scale public release
Musk Warns of AI Power Shortfall! Global Surge in Grid Construction Sparks Investment Opportunities in Computing-Power Synergy
Non-farm payrolls unexpectedly surge, lifting the probability of a September rate hike to approximately 60%, triggering simultaneous repricing in U.S. equities and bonds.
Timeline for "largest IPO in history" changes; Anthropic reportedly to start roadshow as early as mid-October
Non-farm payrolls data rattled the broader U.S. stock market, yet AI hardware stocks surged against the trend. The semiconductor index rose more than 3%, with SanDisk jumping 12%.
U.S. Stock Market Close | Non-farm payrolls weigh on indices; Philadelphia Semiconductor Index rises 3% against the trend; AI trades become a safe haven for capital, with SanDisk surging 12%, Micron Technology up over 6%, and Bloom Energy up over 7%; Gold
Employment growth in the U.S. manufacturing and construction sectors has outpaced that of the services sector, primarily driven by AI infrastructure development.
Week Ahead: US August PPI and CPI data set for release, putting rate hike expectations to a key test; Apple’s foldable iPhone makes its debut; Oracle and Adobe to report earnings; US stock markets closed on Monday
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