AI / Large Models
Anthropic Releases "Teaching Claude Why" Research Report
Exploring how to enable Claude not only to provide answers but also to explain the reasoning process, sparking community discussions on the practical value of AI explainability.
ChatGPT 5.5 Pro Test Sparks Controversy
Mathematician Gowers documents his experience in detail, with community discussions focusing on whether the model has truly become smarter or is just better at "performing."
Writing Code with Claude Code: The "Unreasonable Validity" of HTML
Developers share experiences claiming that using HTML significantly increases Claude Code's efficiency, with debates in the comments about whether AI truly understands code or is just doing pattern matching.
OpenAI's WebRTC Dilemma
Tech blogs point out that OpenAI's real-time voice functionality is constrained by the limitations of the WebRTC protocol, sparking discussions in the developer community about alternative solutions.
> Hot Comment: Claude is starting to learn how to "argue", should we teach it to say "I don't know" next?
Cryptocurrency / Web3
Aptos Foundation Invests $50 Million in AI Agents
Claims to become the "infrastructure for the intersection of global capital and autonomous agents", targeting a new narrative combining AI and on-chain markets.
Two Major Exchanges in South Korea Launch PROS Simultaneously
Upbit and Bithumb both support Pharos (PROS) trading, with multiple trading pairs in KRW, BTC, and USDT launched.
Warren Demands Meta Disclose Stablecoin Plans
On the eve of the CLARITY Act vote, Senator Warren pressures Meta to clarify its stablecoin strategy, with regulatory dynamics entering a critical window.
Chips / Hardware
Intel and Apple Reach Preliminary Chip Manufacturing Agreement, Trump Administration Facilitates
Intel's stock hits an all-time high, with this outsourcing order seen as a crucial step in Intel's transformation into a contract manufacturer and a signal for the restructuring of the domestic chip industry in the U.S.
Wall Street Insights | Decrypt
Four Departments Promote Direct Connection of Nuclear Power and Hydrogen to Computing Facilities
The National Energy Administration and others released the "Action Plan for the Bidirectional Empowerment of Artificial Intelligence and Energy", exploring clean energy direct supply to computing centers and increasing the share of green electricity.
Fabricating False Chip Order Information Results in Less Than 300 Yuan Profit, Two Fined 450,000
The CSRC cracks down on information manipulation, warning the market not to underestimate regulatory costs.
> Hot Comment: Intel's comeback relies on connections with the White House; indeed, making chips is not as good as making relationships.
Tech Companies
ByteDance Plans to Increase AI Infrastructure Spending by 25%, Reaching 200 Billion
Continuously ramping up investments in AI, capital expenditures expand alongside OpenAI and Google.
Xiaomi Applies for "Seeking Sky" "SKYNOMAD" Trademark
Paving the way for its first range-extended SUV, possibly launching a separate sub-brand; the community speculates that Xiaomi's automotive strategy is shifting to a multi-brand approach.
Google Disrupts reCAPTCHA for Android Users Avoiding Google
The tech community angrily discusses whether Google is using anti-spam mechanisms to suppress users of alternative ROMs.
Cloudflare: AI Made 1,100 Jobs Obsolete, But Revenue Hits Record High
The CEO publicly admits that AI has replaced some positions while emphasizing revenue growth, sparking a new round of discussions about AI's impact on employment.
Prime Video Joins TikTok-Style Short Video Stream
Following Netflix and Disney+, users can swipe through vertical segments, as streaming platforms collectively embrace short videos.
U.S. Stocks
S&P and Nasdaq Weekly Gains for 6 Consecutive Days, Storage and CPU Bull Stocks All Rise Over 10%
April non-farm data exceeded expectations, alleviating stagflation worries, with chip stocks leading the way; Rocket Lab surged 34% after earnings report.
Bank of America: U.S. Stocks and Gold May Record Double-Digit Gains for Fourth Consecutive Year
The multi-asset "double bull" pattern continues, supported by dual factors of liquidity and safe-haven demand.
Finance / Macroeconomics
U.S. April Non-Farm Jobs Added 115,000 Exceeding Expectations, Unemployment Rate Remains at 4.3%
For the second consecutive month exceeding Wall Street expectations, the market slightly lowers its outlook on the Fed's interest rate hikes within the year, with some officials leaning towards a rate cut.
China's April Exports Increased by 14.1% Year-on-Year, Imports Increased by 25.3% (Measured in USD)
Strong foreign trade data shows that import growth significantly outpaces export growth, reflecting a rebound in domestic demand.
Suspicious Large Oil Spill Near Iran's Hark Island, Covering Dozens of Square Kilometers
Satellite images show a grayish-white oil film, which may be the largest oil spill since the U.S.-Iran conflict, with Iranian lawmakers claiming it is from European tanker emissions.
U.S. Military Strikes Iranian Super Tanker Attempting to Break Through Blockade
The blockade in the Strait of Hormuz continues, with no large merchant ships passing in the past 24 hours and over 70 oil tankers blocked, with crude oil worth over $13 billion stuck.
> Hot Comment: As non-farm data improves, Wall Street immediately forgets how to spell "stagflation."
New Products / New Trends
Soliciting Opinions on the "Traffic Accident Handling Procedures": Police Can Access Dashcam and Autonomous Driving Data
Clearly stating that electronic data can serve as evidence, providing a legal basis for collecting data from smart vehicles.
Today's Undercurrent
Intel secures an Apple order through White House facilitation, ByteDance ups its bet on AI to 200 billion, and Cloudflare admits AI has displaced 1,100 jobs—these three events weave together the same story: a new power structure forming around chips, computing power, and AI, with governments, capital, and tech giants redefining territories. Meanwhile, the blockade in the Strait of Hormuz intensifies oil price fluctuations, and the dual tension between energy and computing power is reshaping the global industrial chain. On one side, AI devours jobs and electricity; on the other, geopolitical conflicts threaten energy supplies—the tech narrative of 2026 reaches far beyond just codes and chips, entwining oil and missiles.
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