Good morning. It's Thursday, the 30th. What do you need to know.Well, there's a lot. So let's start with the fact the market is questioning the Fed's credibility and is about to show you the U.S. 30 year. There has been a big move.Samsung's chip profits chip profits surging 250 times. It's also saying that the memory shortage will worsen. Get this.Its stock is lower and the US and Iran launching fresh strikes overnight, the oil price responding accordingly, moving higher. Absolutely. Let's get to another st ...

科技大佬重砲開嗆！AI狂熱背後，大家連基本的財務數學都不管了嗎？全民炒股？現在的企業不是比誰用AI賺得多，竟然是比誰消耗的算力多，AI究竟是未來的印鈔機，還是巨大的錢坑？ #美股 #財報 #AI泡沫 #股災 #財報週 #算力 #股市 #台積電 #台股 #川普 #川普關稅 #台股 #AI泡沫 #美股 #中國 #台積電 #股災 #台積電財報 #算力 #股市 #財報 #邦妮區塊鏈 #OpenAI #雷曼兄弟 #雷曼時刻 #科技股 #輝達 #Nvidia #甲骨文 #Oracle #算力崩盤 #中美科技戰 #AI監管 #Anthropic #DavidSacks #微軟 #Meta #亞馬遜 #Kimi #KimiK3 ...

NEWSMAKERS AND MARKET MOVERS. THIS IS THE PULSE WIDTH FRANCINE: GOOD MORNING AND WELCOME. THE BOND MARKET SINCE THE FED CHAIRMAN A CLEAR MESSAGE.WE DISCUSS REACTION IN A MOMENT AND THERE HAS BEEN ANOTHER ESCALATION IN THE MIDDLE EAST. MORE ON THAT SHORTLY. A BUMPER 24 HOURS FOR EARNINGS IN THE U.S. AND IN EUROPE.CHARLIE WELLS HAS THE LATEST. WE ARE IN THE MIDDLE OF TECH EARNINGS. CHARLIE: SAMSUNG DEMONSTRATES THE COMPARE AND CONTRAST DYNAMIC WE HAVE SEEN ACROSS THE EARNINGS SEASON.THEY REPORTED A 250 FOLD I ...

We Asked Manus AI How Mars Colonies Look In 200 YearsWe asked Manus AI (@ManusAI) to imagine Mars in 2226, and it described cities built mostly underground.It explained that subterranean complexes would be carved into lava tubes shield residents from radiation, micrometeorites and extreme cold.Surface would domes use sulfur based Martian concrete to house parks, farms and small water bodies.Full terraforming would remain centuries away, so most outdoor work still requires pressure suits.Manus AI describes M ...

The unconditional-love phase of Wall Street’s AI romance is over. As Meta and Google learned, investors want better answers if they’re going to keep underwriting hundreds of billions of dollars’ worth of investments in data centers and AI models. https://t.co/aFfP3yqiPb ...

Heard on the Street: Meta Platforms might not be the first Big Tech company to rein in AI spending, but the argument that it should be is growing stronger https://t.co/j3qbT1tLp0 ...

LIZZY: LIVE FROM LONDON THIS IS BLOOMBERG DAYBREAK: EUROPE. WORRIES OVER WARSH. 38 U.S. YIELDS JUMP TO A 19 YEAR HIGH AND THE DOLLAR SLIDES AS INVESTORS QUESTION THE FED CHAIR'S COMMITMENT TO TACKLING INFLATION.ALSO A PREVIEW OF TODAY'S BANK OF ENGLAND. MICROSOFT SOUNDS THE ALARM OVER META-AI SPENDING AND PROFITS AREN'T ENOUGH TO MOVE SAMSUNG. APPLE AND AMAZON ARE UP NEXT.AND THE U.S. LAUNCHES A NEW WAVE OF STRIKES AGAINST IRAN IN A RETURN TO MIDDLE EAST ESCALATION. BRENT PULLED IN JUST BELOW $90 A BARREL. ...

>> GOOD MORNING. THIS IS "HORIZONS: MIDDLE EAST & AFRICA." OUR TOP STORIES THIS MORNING, THE UNITED STATES LAUNCHES FRESH ATTACKS ON IRAN AFTER PRESIDENT TRUMP PROMISED TO HIT BACK FOR STRIKES ON A MILITARY BASE IN JORDAN. OIL IS EDGING LOWER AND BRENT IS HOVERING AT AROUND $90 A BARREL.BOND ROUT. US 30-YEAR YIELDS HIT A 19-YEAR HIGH. AFTER THE FED HELD RATES FOR A SEVENTH STRAIGHT MONTH.INVESTORS ARE CONCERNED CHAIRMAN KEVIN WARSH IS NOT FULLY COMMITTED TO TAMING INFLATION. AND ADNOC DRILLING REPORTS SECON ...

>> THIS IS THE ASIAN TRADE. I'M SHERY AHN IN TOKYO. THE TOP STORIES.ASIAN STOCKS SET TO EXTEND WALL STREET LOSSES AS THE FED HOLDS RATES DESPITE INFLATION WORRIES WITH THREE DISSENTERS CALLING FOR A HIKE. LONGER DATA TREASURY YIELDS JUMPING TO AN ALMOST TWO DECADE HIGH. >> LET ME REITERATE.THERE IS NO SOFT INFLATION TARGET. THERE IS NO SOFT AND -- ASSAULT IMPLICIT TARGET. NOT ON THIS FED'S WATCH.SHERY: MICROSOFT SHARES GAINING AFTER THE BELL AFTER GROWTH IN ITS CLOUD UNIT ACCELERATES META AND QUALCOMM BEING ...

We understand that the five plus years of inflation above target cannot be cured in nine weeks, or by a single month of modest price decreases. This fed will not waver. Fed Chairman Kevin Warsh They're defending the decision to keep rates on hold, with three FOMC members calling for a hike or watching the China show on Yvonne Man with David Ingles.Good morning. We're counting down to the open of markets in Hong Kong, in Shanghai and in Shenzhen. Let's get to our top stories today.Stocks across the region. A ...