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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AI financing costs climb: Anthropic plans to offer Blackstone a yield above 10%
Anthropic is pushing forward with a record $60 billion chip debt financing codenamed "Project North Star."
华尔街见闻
The Most Dangerous Divergence in US Stocks: Ordinary Stocks Have Already Crashed—How Much Longer Can the AI Giants Hold Up?
Market divergence is intensifying, and whether ordinary stocks catch up or the index converges downward has become the core question.
华尔街见闻
"The 1999 Scene Is Replaying"
The S&P 500 hovers near its highs, yet 60% of its constituents have fallen into technical bear markets, with the Magnificent Seven alone propping up the index. Hedge fund legend Paul Tudor Jones issues a rare all-out bearish call, warning the market resembles 1999, and that 2027 could be the worst year for stocks since 2002. The AI boom, earnings concentration and supply pressure hide dangers; cloud giants' earnings will set the direction. When will the market turn?
华尔街见闻
How expensive is US AI compute rental? "Spot prices" are 2x long-term contracts and 4x cloud providers' return threshold
The AI compute rental market is showing a "short-term expensive, long-term cheap" pattern, with spot prices at twice long-term contracts. Goldman Sachs warns the premium will vanish once self-built capacity catches up, offering a deep dive into the hyperscaler cloud revenue bubble and investment risks.
华尔街见闻
Will an AI disaster happen within a year? Anthropic and OpenAI privately game out worst-case scenarios
AI industry giants are privately gaming out responses to major incidents. Anthropic and OpenAI executives worry about public backlash and are communicating with Congress in advance to influence future regulatory policy. The AI regulatory landscape may be on the verge of dramatic change.
华尔街见闻
Before leaving OpenAI, Anthropic's president had a "stuffed animal advisory board"
From using stuffed animals to form an "advisory board" back then, to growing into an AI giant with thousands of employees today, Anthropic has evolved from a small AI safety startup into a major industry player.
华尔街见闻
银行撤退、债券折价，AI建设潮的钱不好借了
AI数据中心融资市场信用收紧，折价发行成常态，银行审慎加剧，融资成本攀升，区块链与AI基建面临压力。
华尔街见闻
BofA Warns: Is the US Stock Market Repeating the 2000 "Dot-Com Bubble"?
In the six months before the March 2000 "dot-com bubble" peak, only tech and communications stocks were rising — "exactly the same" as today.
华尔街见闻
AI is crashing US Treasuries — and even if it succeeds, it will be hit with heavy taxes
AI's frenzied bond issuance is "crowding out" the US Treasury?
华尔街见闻
Anthropic moves closer to IPO: reported to be sprinting toward a $2 trillion valuation listing before Thanksgiving, investor day set for October 14
Anthropic will hold a pre-IPO investor day on October 14 and plans to launch its listing in November, with a potential valuation of up to $2 trillion. Can the AI giant's sprint to IPO shake up the U.S. new-issue market?
华尔街见闻
Technical breakdown, longs retreating: the gold market is taking "multiple hits"
Gold faces a severe technical stress test, with prices breaking below the 200-day and 50-day moving averages and $4,000 emerging as a key support level. Record speculative buying hangs overhead, Chinese markets are reducing positions early, and surging real interest rates are driving up holding costs.
华尔街见闻
扎克伯格谈Muse：AI Agent爆发，“元宇宙、智能眼镜和大模型”三大赌注完成交汇
Meta推出个人AI Agent Muse上线两周用户达数百万，扎克伯格宣布将其整合至全线Ray-Ban智能眼镜，无需唤醒词即可呼叫。
华尔街见闻
Meta AI chief Alexandr Wang: Why I built Muse
Muse reached 2.8 million downloads in its first 12 days, surpassing ChatGPT, and added $234 billion to Meta's market value.
华尔街见闻
"Agent vs. Treasuries" — Who Will Dominate US Stocks?
The AI Agent wave pushed Meta's market cap up by $220 billion, while Treasury yields pressured small caps. US stocks are extremely polarized internally, with the S&P 500 locked in a tug-of-war around 7,700. Goldman Sachs warns that equity holders need to hedge Treasury risk and watch for catalysts that could break the market higher.
华尔街见闻
Jev suddenly goes viral: It doesn't chat, doesn't write code, it only makes judgments
Jev, an AI model that only makes judgments, suddenly went viral, with speed improvements of up to 193x and cost reductions of up to 444x. Its founder reflects on RLHF: What the Agent era needs isn't a smarter brain, but massive, fast, and cheap automated decisions.
华尔街见闻
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