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-AI Fever and Chips: Alibaba has just unveiled its latest AI chip, the Gen Woo V900, promising three times the performance of its predecessor to compete with Nvidia (1:05:01-1:07:48). Enthusiasm for AI is further bolstered by Meta’s Muse agent, setting the stage for growth in Asia’s tech stocks.
-Investment and Dealmaking: Experts from CITIC CLSA and Goldman Sachs discuss the shifting flow of capital, with a trend toward increased investment in technology and compute infrastructure.
🚨The upcoming meeting between U.S. President Donald Trump and Ukrainian President Volodymyr Zelenskyy. Key points include:
+Rising Tensions: The relationship between the U.S. and Ukraine is being tested, as the U.S. asks Ukraine to stop attacking Russia’s oil refineries.
+Economic Impact: These attacks have helped push up global and U.S. diesel prices, putting pressure on the Trump administration ahead of midterm elections.
+Ukraine’s Strategy: Mr. Zelenskyy has used attacks on oil refineries as a strategic lever to pressure Russia—especially after Russia imposed a ban on diesel exports.
+Political Momentum: Even if Mr. Trump could pressure Mr. Zelenskyy to change this strategy, analysts note that Trump currently appears more supportive of Zelenskyy than in the early days of his term, thanks to Ukraine’s effectiveness in pressuring Russia.#laxonoong
-AI Fever and Chips: Alibaba has just unveiled its latest AI chip, the Gen Woo V900, promising three times the performance of its predecessor to compete with Nvidia (1:05:01-1:07:48). Enthusiasm for AI is further bolstered by Meta’s Muse agent, setting the stage for growth in Asia’s tech stocks.
-Investment and Dealmaking: Experts from CITIC CLSA and Goldman Sachs discuss the shifting flow of capital, with a trend toward increased investment in technology and compute infrastructure.
🚨The upcoming meeting between U.S. President Donald Trump and Ukrainian President Volodymyr Zelenskyy. Key points include:
+Rising Tensions: The relationship between the U.S. and Ukraine is being tested, as the U.S. asks Ukraine to stop attacking Russia’s oil refineries.
+Economic Impact: These attacks have helped push up global and U.S. diesel prices, putting pressure on the Trump administration ahead of midterm elections.
+Ukraine’s Strategy: Mr. Zelenskyy has used attacks on oil refineries as a strategic lever to pressure Russia—especially after Russia imposed a ban on diesel exports.
+Political Momentum: Even if Mr. Trump could pressure Mr. Zelenskyy to change this strategy, analysts note that Trump currently appears more supportive of Zelenskyy than in the early days of his term, thanks to Ukraine’s effectiveness in pressuring Russia.#laxonoong