Tags:AI

MSX Daily US Stock Insights: AI Giants’ Debt Raising Is Setting New Records

Data Snapshot Amazon leads the year with $92 billion in bond issuance, and has rarely stated it will “not borrow again this year” The ...
Analysis

The stock price of the first blockchain stock has plummeted 96%, is Canaan Inc. facing delisting?

Market reaction was muted. By market close, Canaan’s stock was priced at $0.29, with a total market capitalization of approximately $217 mill...
Analysis

Lithography machines are selling like hotcakes—ASML officially announces a 30% capacity expansion

Original editor: Xu Qingyang Original source: Tencent Technology July 15 – ASML released its Q2 2026 financial results. Total net sales reached €9....
Analysis

Bernstein Analysis: TSMC Target Price Set at NT$2,780, Can CoWoS and N2 Take the Baton?

TL;DR TSMC's Q2 revenue was approximately NT$1.27 trillion, with June figures up 67.9% year-over-year, indicating AI demand is still materializing...
Analysis

AI semiconductors are still rising, but why is capital starting to abandon equipment stocks?

TL;DR A monthly semiconductor investor roundtable survey shows capital is favoring TXN, memory, and AMD, while remaining more cautious on equipmen...
Analysis

a16z: Traditional Finance Doesn’t Want DeFi, It Only Wants the Blockchain as Infrastructure

Original Compilation: TechFlow Introduction: Many believe that traditional finance will embrace DeFi, and the two will ultimately merge into some e...
Analysis

Robinhood Chain Launchpad Turmoil: NOXA Halts Operations, Uniswap CCA to Fill the Void?

Robinhood Chain went live two weeks ago, and driven by Meme coins, it has generated far more heat than expected—its first-week DEX trading volume e...
Analysis

Walsh’s Hearing Debut Signals New Policy Approach: Emphasizes High Inflation Zero Tolerance but No Rate Path Hints

Original Source: Wall Street CN Federal Reserve Chair Walsh's debut congressional monetary policy hearing unveiled his 'New Fed Policy Manifesto.' ...
Analysis

After a year, “Lean Ethereum” sets off again: What answer does Ethereum want to deliver?

From Rollups, Blobs, and data availability to continuously increasing the Gas Limit, the discussions have all revolved around how to enable Ethereu...
Analysis

Pharos Network Launches Axil Prime Credit Vault, Opening Institutional-Grade Private Credit Strategies to On-Chain Depositors

Pharos Network, a Layer 1 public chain focused on Real Finance (RealFi) and Artificial Intelligence, today announced the official launch of the Axi...
Analysis
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