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ECB President Lagarde said the Capital Markets Union will be the best way to boost growth in Europe.
2026-07-01
ECB President Lagarde said the Capital Markets Union will be the best way to boost growth in Europe.
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2026-07-01
MetaPlatforms (META.O): Discord is now available for free on the Meta Horizon Store. Discord has officially launched on Meta Quest. Quest users who download the app between June 30th and September 30th will receive a free one-month Discord Nitro memb
MetaPlatforms (META.O): Discord is now available for free on the Meta Horizon Store. Discord has officially launched on Meta Quest. Quest users who download the app between June 30th and September 30th will receive a free one-month Discord Nitro membership.
2026-07-01
In a mid-2026 investor letter, Gao Yuncheng, managing partner and CEO of Jinglin Asset Management, said the firm’s core holdings are concentrated in semiconductors and AI infrastructure as it repositions for AI-driven industry change and global suppl
In a mid-2026 investor letter, Gao Yuncheng, managing partner and CEO of Jinglin Asset Management, said the firm’s core holdings are concentrated in semiconductors and AI infrastructure as it repositions for AI-driven industry change and global supply-chain realignment. Gao wrote that the deepest market shift over the past six months is not index moves but “intelligence being mass-produced by machines.” He described AI as a new industrial revolution in which energy, broad semiconductor systems, large AI models, data centers and the application layer form a new “intelligent production system.” Gao said valuation frameworks for platform companies based on users, traffic, ad revenue and margins need reassessment; investors should instead prioritize compute efficiency, model capability, data closed loops, AI monetization and CAPEX returns.
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