标签：人工智能

24H Hot Coins & Headlines｜Trump on Iran: “We’ve already won, especially in the military domain”; U.S. money market fund assets hit a record high of $7.953 trillion (July 10)

1. CEX Hot Coins CEX Trading Volume Top 10 and 24-hour Change: BTC: +3.08% ETH: +2.30% SOL: +2.13% BNB: +1.44% XRP: +2.07% XLM: +5.70% SENT: +19.5...
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AI Reviews 200 Podcast Episodes: Betting on Micron’s 180% Surge, Yet Missing Cursor’s $6 Billion Acquisition

Guests: EJ and Josh, Hosts of the Limitless Podcast Podcast Source: Limitless Podcast Original Title: AI Found the Trades We Missed Release Date: J...
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SK Hynix (SKHY) with Trillion-Dollar Market Cap Set to List in the U.S.: Is It a Once-in-a-Lifetime Bargain or the Cycle Peak?

Key Data: SKHY Nasdaq Listing Date: July 10, 2026 · ADR priced at approximately $158.26 · Offering size of approximately $28.2 billion, the largest...
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Conversation with Cerebras CEO: $25 Billion Backlog, AI Computing Capacity Already Fully Booked – We’re Not “Building and Waiting for Customers”

Guests: Andrew Feldman, Cerebras CEO & Co-founder; Robin Rombach, Black Forest Labs CEO & Co-founder Host: All-In Podcast Host Podcast Sour...
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6 months to decide victory? SemiAnalysis: Meta may replace Google to be crowned the “third pole” of AI

TL;DR SemiAnalysis bets Meta may surpass Google in the next 6 months, becoming the strongest contender behind OpenAI and Anthropic. This judgment ...
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When BTC’s Biggest Buyer Becomes a Seller, Who Is Catching the 3,588 BTC Strategy Just Dumped?

Hosts / Guests: Austin Campbell, Zero Knowledge Group; Ram Ahluwalia, Lumida Wealth CEO; Chris Perkins, Franklin Crypto Podcast Source: Bits + Bips...
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The market isn’t buying Meta’s AI narrative: Behind the low valuation lie three unresolved challenges

TL;DR Bank of America raised its capital expenditure forecasts for Alphabet, Meta, and AWS, projecting a combined capacity of up to 57GW by 2027. ...
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Is AI Draining Funds from the Crypto Market Again? The Truth Behind Capital Flows in 2026

Overview What truly alerted the market is the nature of this capital migration. According to analysis by Investing.com, past crypto downturns wer...
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Citi Insight: Equipment Bull Case Sees $250 Billion, Real Test in 2027

TL;DR According to market reports, Citigroup expects the global WFE bull case scenario to reach $250 billion by 2028. TSMC, Samsung, and Intel are...
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Chip stocks have cooled off, but the AI cycle may not be dead yet

The DRAM ETF pulled back about 25% from its June 22nd high, the semiconductor ETF (SMH) lost 12% in two weeks, and the Philadelphia Semiconductor I...
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