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2026-07-04

The non-farm payrolls report shattered the barrier to interest rate hikes overnight, but the most difficult thing in July isn't actually predicting the direction, but rather the simultaneous tension between these two conflicting narratives! This arti

The non-farm payrolls report shattered the barrier to interest rate hikes overnight, but the most difficult thing in July isn't actually predicting the direction, but rather the simultaneous tension between these two conflicting narratives! This article will help you understand the future trend of gold and forex bonds after the old benchmark's weighting reduction and the introduction of the new benchmark. Click to view >>
2026-07-04

July 3 — Goldman Sachs maintains Buy on MiniMax Group, PT HK$860. GS says MiniMax’s M3 model is priced at parity with M2.7; training and inference architecture upgrades lift inference efficiency by more than 2x, sufficient to offset cost increases fr

July 3 — Goldman Sachs maintains Buy on MiniMax Group, PT HK$860. GS says MiniMax’s M3 model is priced at parity with M2.7; training and inference architecture upgrades lift inference efficiency by more than 2x, sufficient to offset cost increases from a doubling of model parameters. DeepSeek plans a V4 launch in mid‑July and has rolled out time‑of‑day pricing, with peak‑period calls charged at 2x off‑peak; GS views DeepSeek’s price increase as indirect validation of M3’s value proposition. Larger M3 variants and an upcoming H3 video models are flagged as near‑term catalysts.
2026-07-04

The Chinese Academy of Sciences' preprint platform ChinaXiv shows Huawei semiconductor head He Tingbo released version 2 of "Time Miniaturization Theory" on July 3. Compared with the May 25 V1, the V2 paper adds extensive engineering implementation d

The Chinese Academy of Sciences' preprint platform ChinaXiv shows Huawei semiconductor head He Tingbo released version 2 of "Time Miniaturization Theory" on July 3. Compared with the May 25 V1, the V2 paper adds extensive engineering implementation details, measured quantitative data and a product-evolution roadmap, further developing a post-Moore-era scaling framework centered on the time constant τ.
2026-07-04

On Thursday Trump told CNBC that, as part of any future peace deal, Iran would buy US agricultural products, saying "they need food—corn, wheat and soy—and we'll let only US farmers provide it." Iran's parliament speaker and chief negotiator Mohammad

On Thursday Trump told CNBC that, as part of any future peace deal, Iran would buy US agricultural products, saying "they need food—corn, wheat and soy—and we'll let only US farmers provide it." Iran's parliament speaker and chief negotiator Mohammad Bagher Ghalibaf rejected the claim, saying "imagine your own more than 40 million citizens are on food stamps" and that Iran will decide its own asset policy; he added "watch your malnutrition rate." USDA data show SNAP participation exceeded 42.0 million last year.
2026-07-04

Iranian Parliament Speaker and chief negotiator Ayatollah Ghalibaf refuted recent comments by President Trump regarding Iran's food situation. On Thursday, Trump reiterated in an interview with CNBC that Iran would purchase agricultural products from

Iranian Parliament Speaker and chief negotiator Ayatollah Ghalibaf refuted recent comments by President Trump regarding Iran's food situation. On Thursday, Trump reiterated in an interview with CNBC that Iran would purchase agricultural products from the United States as part of any future peace deal, a claim Iran denied. Trump stated, "They need food, they need corn, wheat, and soybeans, and we'll just have American farmers provide those." Ghalibaf subsequently refuted this claim. He said, "Imagine your own 40 million-plus citizens receiving food stamps, and you're calling another country hungry. This isn't a statement; it's a prediction. Please continue to monitor your food stamp application recommendations," adding, "Our assets will be decided by us. Please monitor your malnutrition rates." According to the U.S. Department of Agriculture, more than 42 million Americans participated in the Supplemental Nutrition Assistance Program (SNAP), commonly known as the food stamp program, last year.
2026-07-04

Micron has formally launched a 1.5 trillion yen (about $9.0 bln) expansion of its western Japan memory-chip factory to produce advanced memory chips. The move is part of Micron’s global capacity build to meet AI and autonomous-vehicle demand; the Jap

Micron has formally launched a 1.5 trillion yen (about $9.0 bln) expansion of its western Japan memory-chip factory to produce advanced memory chips. The move is part of Micron’s global capacity build to meet AI and autonomous-vehicle demand; the Japanese government will provide up to 500 billion yen in subsidies toward construction costs. The expansion is designed to improve energy efficiency and data-transfer performance for AI services and self-driving systems, with new production lines expected to start shipping around summer 2028.
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