Elon Musk said SpaceXAI will release Grok 4.5 to the public starting tomorrow. According to Foresight News, Musk described Grok 4.5 as an Opus-level model, adding that it is faster, has higher token efficiency, and costs less.

Blue Owl Capital Inc. completed a deal to buy a £1.3 billion portfolio of UK private hospitals from Malaysia’s Employees Provident Fund, according to Bloomberg.

According to CNBC, Goldman Sachs said Tuesday it is advising investors to focus on “HALO” stocks—an acronym it coined for companies with “heavy assets, low obsolescence”—arguing that higher real yields, geopolitical fragmentation and supply-chain rewiring have shifted equity leadership toward tangible productive assets. Goldman’s analysts said markets have increasingly rewarded capital-intensive companies, while the AI race has turned many traditionally “capital light” firms into major spenders; they expect data centers, semiconductors, utilities and defense to account for more than 40% of global capital expenditure this year. Goldman said its Equity Research team’s HALO recommendations span five themes— infrastructure, basic materials, aerospace and defense, manufacturing and consumer platforms, and the “physical layer of technology”—and listed buy-rated names including Enel, E.ON, ENGIE, RWE, SNAM, Naturgy Energy Group, EDP Renewables, Orsted, Veolia Environnement, Prysmian, Nexans, VINCI, Getlink and Flughafen Zürich; Shell, BP, Eni, Repsol, Antofagasta, Holcim, Air Liquide and BASF; Airbus, Safran, BAE Systems, Melrose Industries, Rolls-Royce and Rheinmetall; Volvo, BMW, Porsche, Nestlé, Heineken, Lotus Bakeries, Marks & Spencer and International Consolidated Airlines Group; and ASML, ASMI, Infineon, Deutsche Telekom, Orange and Telefónica. The note also cited recent stock moves including Rolls-Royce up 56% over the past year, Airbus up around 19%, BAE Systems up around 7%, and Rheinmetall down 35% over the past 12 months after more than doubling in 2025, and said the HALO trade is a global trend being replicated across regions.

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如果AI真的退潮，就只能指望人类的碳基需求可以撑住了吧。

Anthropic removed a hidden tracking feature from Claude Code after a researcher found it was quietly identifying some users through hidden system prompts. The company said it was an experiment to stop misuse and model copying, but the discovery sparked concerns over privacy and trust.

随着公众对人工智能的看法转为负面，关于大规模裁员的警告正在减少。

Coinbase is taking another step toward becoming a full-service financial platform after securing a UK investment services license that expands its business beyond cryptocurrency trading into traditional financial markets.

基于经济增长模型、最新投资数据与现实约束的深度评估。

剖析Strategy优先股STRC分红需求与近期比特币抛售行为，将如何影响该公司长期经营存续能力。

亚马逊启动250亿美元新债发行，将全球AI相关债券年内销售额推至3350亿美元新高。消息引发AI概念债券大规模抛售，市场担忧AI资本开支无底洞正持续侵蚀科技巨头信用质量。

美伊脆弱停火协议遭遇重大考验。美国不仅对伊朗发动新一轮空袭，还撤销允许其出售石油的制裁豁免，直指霍尔木兹海峡商船袭击事件。油价闻讯一度飙升5%。

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