6+ hour, 8+ min ago   (574+ words) The equity risk premium reflects the additional return investors demand for holding stocks instead of bonds. Goldman Sachs believes that heightened interest rate volatility poses challenges to equities regardless of the absolute rate levels. Current rates already price in more…...

11+ hour, 25+ min ago   (477+ words) Written by: Chaoxiang Research White House National Economic Council Director Hassett stated that both he and President Trump see no reason to raise rates. The widening public divide between the White House and the Federal Reserve over the rate path…...

3+ day, 22+ hour ago   (1039+ words) The new model emphasizes low cost and fast reasoning, with community testing showing performance on some tasks approaching that of larger models. > Hot Take: While others are competing over parameters, DeepSeek is competing on "good enough", bringing the price war…...

4+ day, 6+ hour ago   (1281+ words) Author: Byron Gilliam (The Breakdown) Once a year, my colleagues and I trek from the investment bank where I used to work, leaving the gleaming Canary Wharf office towers for some unknown wilderness in South London. Once there, we can…...

5+ day, 6+ hour ago   (901+ words) It is quietly transforming AI's most core production factor into a tradable, hedgeable, and allocatable asset. In simple terms, computing power futures are derivatives tracked against GPU rental prices. They do not involve the delivery of physical hardware; instead, they…...

5+ day, 6+ hour ago   (478+ words) By Zhao Ying, Wallstreetcn The better-than-expected non-farm payrolls data has pushed the probability of a September rate hike by the Federal Reserve to 60%, putting Fed Governor Walsh in a dilemma between disappointing the market or disappointing Trump. In its latest…...

5+ day, 11+ hour ago   (1143+ words) The Fed's interest rate decision next week may hinge on this week's inflation data, with the difference ultimately influencing the policy choice possibly amounting to merely a few hundredths of a percentage point. Market expectations currently remain caught between rate…...

5+ day, 10+ hour ago   (982+ words) By Yang Chen, Wall Street CN The wave of buying SpaceX is about to experience is not driven by fundamental improvements, but is a mechanical result triggered by an often-overlooked index construction rule—the unlocking of restricted shares that is…...

5+ day, 12+ hour ago   (533+ words) Written by: Xiao Bing On September 8, Visa announced a solution: integrating VisaNet settlement data into on-chain lending infrastructure, enabling DeFi protocols to front funds for these stablecoin card issuers. The core of the entire mechanism is a smart contract called…...

6+ day, 22+ min ago   (824+ words) The French company’s total funding now approaches Anthropic’s level, yet it has chosen to open-source its weights, directly challenging the closed-source camp. > Hot Take: Others burn cash building moats; Mistral burns cash tearing down walls—Europeans are even decentralizing AI....