Supply-chain legend Tim Cook finally meets his match with Apple’s memory crunch
Apple has found itself dealing with component shortages exacerbated by the AI boom, and the company is scrambling for solutions. Source：MarketWatch
AI stocks may have bottomed out. What investors should watch for next.
Microsoft earnings provided optimism for the AI trade, as did the trading activity surrounding a hedge fund’s fire sale. Source：MarketWatch
Warsh’s Fed is failing to stick to its own principles for good monetary policy
Bond investors don’t understand how Fed Chair Kevin Warsh’s pledge to restore stable prices squares with inaction on interest rates. Source：MarketWatch
S&P 500 heads for the first July decline since 2014. Here are the stocks that led the selloff.
After a whipsaw end to the month, the stock market’s decline was highlighted by the worst month for chip stocks in 24 years. Source：MarketWatch
Let’s elect candidates who will make the wealthy pay taxes
We can use some of those revenues to make Social Security contributions more equitable. Source：MarketWatch
Tether earns $1.5B in Q2 as US Treasury holdings fuel profits
Tether’s reserve surplus grew to $4.11 billion in the second quarter as USDT supply rose despite a weaker stablecoin market and continued pressure across the…
US Treasury yields rise as TIPS challenge the inflation narrative
TIPS data points to rising real yields, not inflation, a dynamic that weighs on nonyielding assets like Bitcoin. Source：Cointelegraph
Micron’s stock falls after Apple’s Tim Cook expresses a desire for more memory suppliers
Apple and Amazon are both being hurt by higher memory prices. Source：MarketWatch
Bitcoin price sinks to 2-week lows as US stocks fail to copy Asia rebound
Bitcoin saw fresh downside pressure as US stocks tracked sideways into the end of the month, diverging from the relief bounce seen in Asia. Source：Cointelegraph
My boss and I work in different cities and she never responds to my messages. What do I do?
“Most of the time it feels like I’m just talking into the ether.” Source：MarketWatch
Quantum computing nears commercial breakthrough, IBM CEO says
Arvind Krishna said quantum computing will begin generating meaningful revenue before the decade ends as investment in the sector accelerates, in an interview…
国内唯一做多模态长记忆的公司，融资数千万，押注主动智能｜涌现新项目
文｜王欣逸 编辑｜张雨忻 一句话介绍 国内唯一做多模态长记忆的公司——丘脑智能，推出原生多模态记忆基座，押注AI从通用走向个性化，最终走向主动智能。 主动智能，指的是AI能在足够了解用户的基础上，在合适的时间、以恰当的方式主动跟用户交互。要实现主动智能，Memory是必须要跨过的门槛。 融资情况…