Block (Trans): Layoff tailwinds to kick in Q2, margins to trend higher
---CoreWeave (Trans): Massive capex fully backed by signed service contractsThe Asia-Pacific stock market continues its upward trend, sprinting towards the best February in history, with the South Korean stock index rising 18% for the month, but technology stocks are under pressure following NVIDIA's earnings reportAnalysts say that Netflix's abandonment of the proposal to acquire Warner Bros. may bring huge benefits to the streaming giantCoreWeave: Orders Soar, Profits Plunge — Is the Compute Unicorn Stuck in a Profitability Trap?
---Amazon and large tech stocks fell due to OpenAI's latest $110 billion financingU.S. inflation remains resilient! January PPI unexpectedly surged, potentially hindering the Federal Reserve's momentum for future rate cutsAmazon initiates an AI cost revolution! Self-developed AI ASIC directly targets large model training, NVIDIA's computing power monopoly faces its strongest challengeU.S. January PPI First TakeOpenAI announces new investment of $110 billion from "Amazon + NVIDIA + SoftBank"Nvidia's performance soars, but market sentiment turns sourBank of Communications' retail transformation enters deep watersWith AI and geopolitical clouds looming, quick money is fleeing the US stock market in large amounts, pouring into gold and US Treasury bonds for safetyPerformance skyrockets, valuation declines: Where will incremental funds come from when NVIDIA is treated as a value stock?Block: US 'Alipay' slashes headcount by 40%; is compute displacing labor?Under the expected impact of the new policy from the Federal Reserve, overseas liquidity is tightening. At a time of market divergence, Cheng Tan, founder of Tantu Macro, shares insights on asset trends behind closed doorsMontage Technology: Net profit in 2025 is expected to grow by 58.35% year-on-yearSubprime crisis replays? UK private credit giant MFS bankrupt, Barclays and several major banks involved in the turmoil"Half Price" Starting Bid, Multiple Equity Stakes of Beijing Rural Commercial Bank Appear on Alibaba AuctionOn February 27th, XIAOMI-W spent HKD 99.9973 million to repurchase 2.8582 million sharesMeta's self-developed chip project encounters significant obstaclesGlobal funds are frantically grabbing Korean chips, US-listed Korean ETFs hit record trading volume, and SK Hynix leveraged products see explosive orders!Google's parent company and other tech giants may each incur debts of hundreds of billions of dollarsUnexpected rise in inflation in France and Spain supports the European Central Bank's decision to maintain interest rates, Deutsche Bank predicts no hope for rate cuts within the yearMIXUE Ice City has confirmed that it will build its first theme park! The proposed location has been announced, and the surrounding area will also welcome Pang Donglai!Bullish bets double, could rise another 5% this year? The RMB is showing an independent trend, what’s the outlook ahead?Morgan Stanley: Hong Kong stocks may continue to be under pressure in the short term, with three key factors being crucial for a reversalAI layoffs lead to a surge? Morningstar criticizes: redeploying employees can release more value than simply "cutting" themAutomotive giants transforming into AI powerhouses? $6.3 billion invested in AI, building data centers and robotics factoriesAfter twenty years of negotiation, a "technical compromise" has been reached: South Korea approves the export of Google Maps dataDriven by the surge in chip demand, South Korea's exports are expected to increase for nine consecutive monthsMizuho: Plans to replace 5,000 clerical positions with AI within 10 yearsThe "Darwin Moment" has arrived! Analysis warns: some PE firms face extinction riskThe weakness of the yen has touched a nerve in the government! Japan's Finance Minister sends a strong signal: closely monitoring the foreign exchange market and will communicate closely with the United StatesElon Musk stated that Tesla will build a factory on the moon within 20 years, encouraging investors to continue holding their sharesRefusing to become a "war machine"! Over a hundred Google employees jointly signed a letter demanding a red line in contracts with the U.S. militaryFor the first time in 15 months! Tokyo CPI in Japan falls below the 2% target, but the central bank's interest rate hike path remains unchangedTrending! Multiple smartphone brands are about to raise prices across the board: it may not be just one round, and new products will be at least 1000 more expensive! Netizens are calling it unaffordable, and some plan to only replace the batteryA "NVIDIA" in market value evaporated overnight, who is shorting NVIDIA?Korean stocks soar, and the "big winner" turns out to be European luxury goodsCitigroup: AI may drive Baidu's revenue increase in 2026, raising Baidu ADR target priceDELL Trans: AI orders exclude Rubin; legacy biz still growingAfter the valuation crash of software stocks, is the era of AI "big mergers and acquisitions" coming?The next trillion-dollar track "humanoid robots" who will dominate? Hyundai challenges Tesla's "Optimus" with "Atlas"Paramount raises prices, Netflix "does not follow," Warner Bros. acquisition case "settled"Understanding the Market | Samsonite rises over 4%, recommends seeking shareholder approval for dual listing share issuance authorization, company goes to the U.S. to enhance global trading liquidityLynk & Co Z20 voice command mistakenly turned off headlights, causing a highway collision; official emergency OTA patch issued