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US President Trump boarded Air Force One to travel to Gastonia, North Carolina, where he plans to deliver a midterm election speech.
2026-09-17
US President Trump boarded Air Force One to travel to Gastonia, North Carolina, where he plans to deliver a midterm election speech.
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2026-09-16
The National Iranian Oil Company’s engineering and development manager told TASNIM NEWS that execution has begun on five oil and gas field development contracts totaling $13.6 bln. Implementation would boost crude capacity by more than 600,000 bpd an
The National Iranian Oil Company’s engineering and development manager told TASNIM NEWS that execution has begun on five oil and gas field development contracts totaling $13.6 bln. Implementation would boost crude capacity by more than 600,000 bpd and gas capacity by about 30 mln cu m/day. Separately, roughly $9.3 bln of upstream development contracts signed to date are currently undergoing effectiveness confirmation and obtaining required permits.
2026-09-16
JPMorgan's "long software, short semiconductor" basket surged 12.1% on Tuesday, marking its largest single-day gain ever, reflecting a dramatic shift in AI-related trading. Market concerns about a slowdown in the training pace of cutting-edge AI mode
JPMorgan's "long software, short semiconductor" basket surged 12.1% on Tuesday, marking its largest single-day gain ever, reflecting a dramatic shift in AI-related trading. Market concerns about a slowdown in the training pace of cutting-edge AI models led to a shift of funds from some AI infrastructure and long-cycle semiconductor equipment to software, cybersecurity, large cloud platforms, and lagging AI stocks. However, it's important to note that a "slowdown" in cutting-edge AI R&D does not equate to a halt in training. More stringent security, alignment, and third-party evaluations may actually require more computing power. Therefore, this is more of a scenario reassessment than a confirmed decline in AI computing power demand. (The above views are from a JPMorgan report dated September 15th.)
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