AWS:我变强了你看(增长 24%),但也更烧钱了。💸 华尔街:你这也烧得太狠了(股价 -11%)。😰 $AWS.M 预告 2026 年要砸 2000 亿美金搞 AI 和芯片。这数字是啥概念?都能买下大半个标普 500 指数里的公司了。 隔壁 Big Tech 的 AI 战局都快打成「绞肉机」了。看来现在的避风港是不是只剩下 #MSX https://t.co/2NYxyeBApV
🧭2.3 | M-Point U.S. Pre-Market Outlook Gold & silver capitulated. AI bounced. This is a brutal re-pricing of the “new Fed chair” era. 📉 Metals: forced deleveraging 📈 Equities: back to fundamentals 💵 Higher yields = higher discount rates 🤖 PLTR proves AI monetization is https://t.co/qrEb1TSKAX