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BigGo Finance
finance.biggo.com > news > accccbaa-1e47-45c0-b3c3-6297c46c1658

SpaceX 30-Year Bond Spread Breaches 2 Percentage Points as AI Long-Term Debt Gets Cold Shoulder — BigGo Finance

6+ hour, 46+ min ago  (877+ words) SpaceX's 30-year bond spread has breached 2 percentage points, an anomaly that now exceeds not only the BBB-rated average but also the BB-rated average. As Big Tech's bond issuance for AI infrastructure investment hits record highs, investors are shunning long-term debt…...

Symbols: spcx
BigGo Finance
finance.biggo.com > news > 4f32aac98e13d3ae

Jordi Visser: The AI Selloff Was a Speed Crash — Memory Shortages Will Outlast 2030 — BigGo Finance

2+ hour, 50+ min ago  (1192+ words) Apple did something remarkable in early July 2026. The company announced it would raise handset prices by 20%, blaming surging memory costs — and its stock promptly rallied to all-time highs. Investors, it seems, looked straight past the price hike and saw something…...

Symbols: nvda
BigGo Finance
finance.biggo.com > news > 56c81649-0c13-42dd-b5d9-e5c0741723e1

AI Revolution Hits Anime Production: 200 In-Between Frames Generated in 10 Minutes to Ease Labor Crunch, Studios Seek Coexistence — BigGo Finance

3+ hour, 27+ min ago  (929+ words) Japan's anime industry, which has seen its market size more than double over the past decade, now produces roughly 300 titles annually but faces a severe labor shortage. To address this, Crest Lab's "ANICRA" tool automates in-between animation using rights-cleared data,…...

Symbols: aws
Google News
finance.biggo.com > news > 31b5b26d-0fc1-4e4c-ae6f-27c63c19ac93

Jensen Huang Takes Stage at Morgan Stanley Roadshow: Quarterly Revenue Nears $100 Billion, Nvidia Denies Rubin Ultra Delay and Counters ASIC Replacement Narrative — BigGo Finance

10+ hour, 28+ min ago  (298+ words) Ahead of the roadshow, market rumors had swirled that Nvidia's next-generation flagship architecture, Rubin Ultra, could be delayed until 2028. Huang directly refuted these claims during the meeting, explicitly stating that Rubin Ultra remains on track for on-time shipment next year....

Symbols: nvda
BigGo Finance
finance.biggo.com > news > 5424460d-6269-42f3-b0ad-b8363ca8531e

LG Electronics Eyes Mass Production of NVIDIA AI Server Racks, Challenging Taiwan's Foxconn Dominance — BigGo Finance

6+ hour, 47+ min ago  (839+ words) LG Electronics has completed development of a server rack prototype for NVIDIA's next-generation AI platform "Vera Rubin" and plans to begin mass production next year. Leveraging 58 years of accumulated cooling technology, the company has applied a direct-to-chip (D2C) cooling method, aiming…...

Symbols: nvda,cpu,cpus
BigGo Finance
finance.biggo.com > news > 619a9c76-79c6-49d9-86c2-13859b894da0

SpaceX's Starmind and Meta's Cloud Pivot Threaten to Reshape the AI Hyperscaler Landscape — BigGo Finance

6+ hour, 55+ min ago  (752+ words) The AI cloud computing landscape is facing disruption from two major strategic shifts. Elon Musk's SpaceX has formally named its orbital AI data center project "Starmind," which aims to deploy up to one million solar-powered satellites to process data in…...

Symbols: ipo
Google News
finance.biggo.com > news > 20f9dcd6-9172-4a1d-b8eb-2d9496979a67

Tesla Betting on Robotaxi and Optimus as Wall Street Debates Its AI-Driven Future — BigGo Finance

15+ hour, 28+ min ago  (605+ words) Tesla is betting its future on robotaxis and humanoid robots as it faces slowing EV momentum and a lofty valuation. The company’s ownership of its full AI stack — from custom Dojo chips and the Cortex supercomputer to Full Self-Driving hardware…...

Symbols: tsla
BigGo Finance
finance.biggo.com > news > b60cea55-e250-494d-b3a3-3e61d0578922

Overseas Equipment Delivery Bottlenecks Create a CNY 55 Billion Substitution Opportunity for China's Domestic Semiconductor Industry — BigGo Finance

12+ hour, 26+ min ago  (437+ words) AI Drives Explosive Memory Demand, Top Three Manufacturers' Capex Jumps The Guojin Securities report notes that the restructuring of memory chip demand driven by AI computing power is the core driver of this expansion cycle. On the demand side, the…...

Symbols: hbm
Google News
finance.biggo.com > news > 9e41afb0-ec30-4d95-b829-4e95d005b493

Altman Claims 'GPT-5.6 Is World's Best,' Fires Back at Musk's 'Fraud' Criticism — BigGo Finance

16+ hour, 58+ min ago  (668+ words) OpenAI CEO Sam Altman has claimed that his company's latest AI model, "GPT-5.6 Sol," is "currently the best model in the world." The statement was a direct response to Elon Musk, who leads Space XAI (formerly xAI), calling Altman a…...

Symbols: since
BigGo Finance
finance.biggo.com > news > 82bca59e-8027-45da-8aef-b84763985354

China's Trillion-Yuan Market Cap Club Set to Expand as Capital Floods Into Six Future Industries — BigGo Finance

7+ hour, 38+ min ago  (771+ words) In the first half of 2026, China's hard-tech sectors—including AI chips, humanoid robots, brain-computer interfaces, quantum technology, and commercial aerospace—attracted concentrated, large-scale capital inflows. Institutions forecast that China's domestic computing power card procurement will reach 1.44 trillion yuan by 2029, with…...

Symbols: csrc