Meme New Biaoqing (BIAO) Market Research Analysis
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Oil prices and interest rates are rising, but US stocks still trust TACO
Oil prices have surpassed $100, the Federal Reserve is raising interest rates, and tensions in the Strait of Hormuz persist—Wall Street's bet on the "Trump will always back down" TACO trade is facing its most dangerous moment. The unexpected resilience of US stocks has actually reduced Trump's motivation for reconciliation; the real pressure valve lies in bond yields approaching the 4.946% warning line. Behind-the-scenes negotiations are reportedly ongoing, but this time, can the market's patience last until Trump changes course?
Claude leads 26% of R&D, Anthropic raises heated discussion on "AI developing AI" with its "AI slowdown theory"! The RSI training paradigm is catalyzing a major expansion in computing power demand.
Anthropic PBC's Claude chatbot has driven more than a quarter of the company's AI research and development work. The company found that Claude "led" 26% of Anthropic's R&D efforts and collaborated with employees to complete about 90% of the work. Anthropic plans to introduce third-party evaluators within the company and grant them access to internal processes, systems, and data to help track the progress of AI development.
U.S. business growth drops to lowest in a year, stock price plunges 19% year-to-date! McDonald's (MCD.US) urgently changes leadership to rebuild "cost-effectiveness" defense line
Same-store sales growth in the United States fell to 0.8%, reaching a new low in over a year. McDonald's is urgently adjusting its strategy, planning to implement long-term affordable pricing, temporary discounts, and suspension of random inspections to optimize the service experience, making every effort to restore customer traffic and stock price.