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Shanghai Gold Selloff Splits Commodity Market as Rate Fears Surge

Lorenzo Marcek - 0
Shanghai gold selloff sent futures down 4% as US inflation hit a 3-year high, pushing Fed rate hike odds above 70% across commodity markets.

China AI chip certification adds 9 domestic AI processors to state procurement

Francesco Antonio Russo - 0
China AI chip certification has taken a meaningful step forward, and it could reshape which companies supply the country’s most sensitive public-sector systems. China...

China AI travel restrictions require approval for some Alibaba, DeepSeek leaders

Francesco Antonio Russo - 0
China AI travel restrictions are now reaching deeper into the private sector, with some professionals at Alibaba Group and DeepSeek reportedly needing government approval...

Lululemon Stock Bears Stay in Control as Outlook Darkens

Lorenzo Marcek - 0
Lululemon stock analysis reveals strong bearish momentum post earnings, with risks rising amid leadership and sales challenges.

Ardian AION AI Gigafactory bid targets €10bn France AI compute campus

Francesco Antonio Russo - 0
Ardian AION AI Gigafactory bid outlines a €10bn France AI data center campus, testing Europe’s AI sovereignty plan.

TSMC chip capacity expansion Japan Germany targets $30B auto chip push

Satoshi Voice - 0
TSMC chip capacity expansion Japan Germany targets automotive and industrial markets, with $20B in Kumamoto and €10B in Dresden coming online by 2029.

Taiwan market value TSMC story lifts stocks to $4.95T, just ahead of India

Francesco Antonio Russo - 0
Taiwan market value TSMC surged past India as investors bid up AI chip stocks, led by TSMC gains and tech concentration.

Taiwan stock market overtakes India as TSMC AI rally lifts $4.95T vs $4.92T

Francesco Antonio Russo - 0
Taiwan stock market overtakes India at a moment when one company, one sector, and one global investing theme are carrying unusual weight in world...

Sberbank bets on Chinese chips: Russia’s race for AI runs through Huawei and Western sanctions

Alessia Pannone - 0
Russia is accelerating the development of artificial intelligence (AI) and is looking to China to circumvent Western restrictions.

Larry Fink invited to Trump’s China delegation, raising trade and AI stakes

Satoshi Voice - 0
Amid renewed attention on US–China relations, the invitation of larry fink to a presidential delegation has become a focal point for Wall Street’s role...
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