华尔街见闻
商业和金融信息提供商，由吴晓鹏于2010年在美国纽约成立，并于2013年在上海开始运营。
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Don't just focus on Iran; the US private equity crisis is gradually reminiscent of the subprime mortgage crisis.
Three private equity lending giants have successively run into crisis, and the gears of a vicious cycle have already meshed together.
华尔街见闻
The more powerful AI becomes, the more tired people become, and "anxiety" becomes the norm for both companies and employees.
AI, which was supposed to be a labor-saving tool, has become a new source of stress in many workplaces.
华尔街见闻
Deutsche Bank's major report: Two endgames for AI – Marx's predictions and Musk's vision
The first outcome is "complete replacement". The second outcome is "history repeating itself".
华尔街见闻
Block is laying off nearly half its staff, a 24% increase! CEO: AI improves efficiency; most companies will make similar adjustments in the coming year.
In its shareholder letter, Block announced layoffs of approximately 4,000 employees, while also disclosing that its gross profit for the full year of 2025 will reach $10.36 billion, a year-on-year increase of 17%, and that the gross profit growth rate more than doubled from the first quarter to the fourth quarter.
华尔街见闻
Nvidia's Q4 earnings report is the best reassurance, easing AI fears.
Q4 revenue increased by 73%, and Q1 guidance was "explosive" and hit a new high. Huang Renxun raised the revenue forecast by 500 billion.
华尔街见闻
A "Scarce Asset" in the AI ​​Era? Goldman Sachs: HALO – Asset-Heavy, Timeless
The AI ​​revolution, this seemingly "lightest" wave of virtual technology, is ending the "light asset myth" of the past decade and forcing the market to revalue those "cumbersome" and difficult-to-replicate physical assets (HALO).
华尔街见闻
Beneath the surface of its success, OpenAI faces four major challenges.
A former partner at a16z recently published an article pointing out that OpenAI faces four fundamental strategic dilemmas behind its apparent prosperity.
华尔街见闻
With stablecoins gaining prominence and prediction markets encroaching on its market share, is Bitcoin facing identity anxiety?
When "digital gold" loses to real gold, payment functions lose to stablecoins, and speculative fervor loses to prediction markets, Bitcoin is forced to confront a question it has never needed to answer before: Why does it exist?
华尔街见闻
The founder of OpenClaw joined OpenAI with the goal of "developing an AI assistant that even my mother can use".
OpenAI has successfully recruited Peter Steinberger, the founder of OpenClaw, with the aim of overcoming the barriers to AI usability, promoting the development of personal intelligent agents, and reshaping the software ecosystem and addressing security challenges.
华尔街见闻
The Mag7 myth shattered: Amazon enters bear market after nine consecutive days of decline, following Microsoft's lead.
Meta may become the next Mag7 member to fall into a bear market.
华尔街见闻
The Seedance 2.0 shockwave: a cost collapse spanning e-commerce, gaming, and film.
A major industry reshuffle concerning beneficiaries and substitutes has already begun.
华尔街见闻
Betting on a Tesla-SpaceX merger? "Sister Wood's" space ETF makes its first Tesla purchase.
The Space Exploration ETF (ARKX) managed by "Sister Wood" has made its first purchase of Tesla shares, holding 35,766 shares, representing 1.99% of its total assets. This move may be intended to position itself in anticipation of the restructuring of the "Musk empire" following the merger of SpaceX and xAI. Currently, Tesla is the top holding of several funds, including ARKX.
华尔街见闻
The hottest trades on Wall Street have all receded.
Wall Street's hottest trades have shifted to risk aversion, with tech stocks, gold, and Bitcoin all plummeting as markets worry about excessive AI spending and overvalued assets, prompting investors to adopt defensive strategies.
华尔街见闻
The hottest trades on Wall Street have all receded.
Wall Street's hottest trades have shifted to risk aversion, with tech stocks, gold, and Bitcoin all plummeting as markets worry about excessive AI spending and overvalued assets, prompting investors to adopt defensive strategies.
华尔街见闻
When silver became a meme stock, retail investors ultimately caught the falling knife.
The silver market crashed after a three-day frenzy among retail investors, with prices plummeting by 40%. Increased margin requirements by exchanges triggered forced liquidations, allowing institutions to profit from buying at low prices while retail investors suffered heavy losses.
华尔街见闻
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