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Ming‑Chi Kuo says Amazon will develop in‑house processors for consumer electronics to lower chip costs and free capital for AI infrastructure. Amazon's free cash flow was about $1.2bn in 2026 Q1. From 2027 it will gradually adopt a COT (customer‑owne

2026-07-02

Ming‑Chi Kuo says Amazon will develop in‑house processors for consumer electronics to lower chip costs and free capital for AI infrastructure. Amazon's free cash flow was about $1.2bn in 2026 Q1. From 2027 it will gradually adopt a COT (customer‑owned tooling) model similar to Trainium for these chips, with Shixin handling backend design and testing; full conversion could reach roughly 40m units shipped annually.

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2026-07-03

According to The Times of London: The Bank of England will limit the amount of debt that hedge funds can use to purchase UK government bonds.

According to The Times of London: The Bank of England will limit the amount of debt that hedge funds can use to purchase UK government bonds.
2026-07-02

Main A-share indices extended losses into the close, with the Shenzhen Composite Index down more than 4% and the ChiNext Index off over 6%.

Main A-share indices extended losses into the close, with the Shenzhen Composite Index down more than 4% and the ChiNext Index off over 6%.
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