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Yesterday's bloodiest stock story was Walmart. The surface data is all good news: EPS is $0.81 better than expected $0.74, revenue of 1,879 billion higher than expected 1,868 billion, and annual guidance has also been increased. But the stock price plummeted 9.2%, the largest single day decline since July 2022 Walmart, traded at 40 times P/E, its valuation implies an assumption that it successfully transformed into a tech-enabled commerce platform. But when a company with a net margin of just 3%, revenue growth rate of 56% enjoys the premium of growth stock, any guidance miss is seen by the market in a magnifying glass. $沃爾瑪(WMT)$  

CoreWeave, the finance director of cloud provider CoreWeave, downplayed the words during the August performance call: "We recently signed an A100 (Fida chip) contract extending to 2029 at an attractive price. Just a reminder, this model was launched in 2020. 9 years of life！！ Actually, is the issue of depreciation actually just that if he does more income, there is no problem. If he can't do it well, it's a big problem. $CoreWeave, Inc.(CRWV)$  

Etched represents a genuine disruption to $英偉達(NVDA)$   ？！ Etched went from receiving test chips from TSMC to running inference workloads in just 44 days Capital Is Pouring In — Fast December 2025: $5B round at $50B valuation July 2026: $3B Series C at $103B valuation August 2026: $7B round at $210B valuation — doubling in under a month Cumulative funding: $19 billion Signed customer contracts: >$10 billion First Customer Is a Demanding One Jane Street, the quantitative trading giant, is both a lead investor and Etched's first customer — already deploying a full server rack in their own data center. Jane Street's workloads are latency-sensitive to the nanosecond level, making them an ideal validation partner for a chip claiming p

everyone is spending more on AI . world is rarely simple; people must make hard choices between desire and duty, cunning and justice, fate and free will. 

Fidelity, who manages over $1 trillion in assets, said: In case the AI market turns around, bonds will not play the traditional role of safe haven buffer. Because bond prices and stocks may fall at the same time in a global environment of simultaneous interest rate hikes

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The Swiss central bank's holdings were exposed — holdings of more than 2,300 shares in US listed companies as of the end of June, with a market value of 191.4 billion , quarterly +10%. Three major holdings: NVDA, AAPL, MSFT. About a quarter of the Swiss central bank's foreign exchange reserves are stocks

Nvidia is ramping up its direct investments in base AI models, moving deeper beyond its core hardware and software layer into foundational LLM development Nvidia's push into foundational AI models represents a calculated evolution from a component supplier to the architect of the entire AI economy. The company is not merely selling chips; it is creating the models that run on them, the software that optimizes them, and the financial instruments that fund their deployment as "AI factories." This vertical integration is designed to cement its position at the center of the AI revolution, ensuring that Nvidia benefits whether the winning AI models are built by its own engineers or by those of its partners and competitors

Common law, free access of funds, dollar exchange centre , mature professional services ecosystem - not diminished at all, but is more scarce in comparison. Singapore is watching the cake, but it also cannot meet the legitimate global demand of mainland residents. Hong Kong's geographical and institutional dual interface remains unique

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$香港交易所(00388)$  

US Treasury Secretary Bessent's "to be done note" was captured by Reuters camera — it prominently says Buy Japanese Yen $510 bil Would it be despicable to do so?

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