Top tech company strong as always.
Amazon executives confirm discussions to sell in-house AI chips, competing with NVIDIA for the data center market
cls.cn · Jun 19 00:48
Investment Implications of NVIDIA (NVDA.US) Topping the Data Center Ethernet Market: The AI Compute Boom Is Far From Over, and GPUs No Longer Solely Dominate the AI Bull Market
Zhitong Finance · Jun 18 20:07
Apple signals potential price hike; second-generation iPhone Air may launch next spring, marking a major shift in iPhone release cadence
wallstreetcn · Jun 18 06:40
Markets unwind hedges ahead of Fed's Warsh debut: AI computing power supply chain emerges as the only consensus for second half of 2026
Zhitong Finance · Jun 17 22:18
Bank of America: China's AIDC investment could reach USD 327 billion by 2030; focus on the dual themes of 'power grid + materials'
wallstreetcn · Jun 17 16:29
Intel Foundry Achieves 'New Milestone': Officially Announces 'Enhanced 18A' Process Node Enters 'Risk Production' Phase
wallstreetcn · Jun 17 08:00
Google launches Android 17 operating system; multiple new AI features to roll out in phases
cls.cn · Jun 17 03:27
Apple's 2027 product roadmap revealed: new camera headphones, second-generation foldable screen device, and 20th-anniversary iPhone to launch simultaneously
cls.cn · Jun 17 01:54
The Bank of Korea has fully tightened regulations on 'borrowing to invest in stocks,' and Goldman Sachs has advised clients to hedge against downside risks in the KOSPI.
wallstreetcn · Jun 16 16:17
The optical interconnect market has ignited an upstream supply battle, prompting AMD to urgently secure CW lasers.
wallstreetcn · Jun 16 14:01
Oversubscribed by more than three times! NVIDIA completes its first corporate bond offering in five years, raising $25 billion.
wallstreetcn · Jun 16 03:24
Shifting from Tokenmaxxing to Tokenminimizing! Meta's Zuckerberg Admits Mistake
wallstreetcn · Jun 15 23:21
Is the market too optimistic? Wall Street veteran warns: the lagged impact of oil prices, U.S. Treasuries, and inflation has only just begun.
wallstreetcn · Jun 15 20:39
All eyes are on this week! Walsh’s first move after taking office: Will he stop explaining everything?
wallstreetcn · Jun 15 17:18
Not Just CPUs! Citi Upgrades AMD to 'Buy,' Hailing the GPU Business as a Second Growth Engine
Zhitong Finance · Jun 15 15:06
The race to deliver HBM4E samples has begun, with SK hynix potentially moving ahead to June, while Samsung has already taken the lead.
cls.cn · Jun 14 12:05
Weekend Reading | Physics Doesn't Say It's Impossible: How Elon Musk Is Rewriting the History of Human Spaceflight?
Yuanchuan Research Institute · Jun 14 11:19
SpaceX valued at $2 trillion goes public—Mag 7 no longer enough? MANGOS takes the spotlight
wallstreetcn · Jun 14 09:31
SpaceX President does not rule out a future merger with Tesla: the two companies' objectives are converging.
cls.cn · Jun 12 22:32
SpaceX (SPCX.US) Makes Record $75 Billion IPO Debut: Strong Pre-Market Demand Masks Concerns Over Limited Float; Musk Nears $1 Trillion Net Worth
Zhitong Finance · Jun 12 20:18
Reviewing Eight Financial Crises Over a Century: Three Types of Excess Simultaneously Flashing Red—'The Real Test' May Come After Rate Hikes
wallstreetcn · Jun 12 20:14
After severe volatility in South Korean equities, Barclays warned that a pause in portfolio rebalancing by the 'national team' could amplify market fluctuations.
wallstreetcn · Jun 12 19:22
AI's super bull market has reached its SpaceX moment! Shadow listings surge by 35%, ETFs rush to position ahead of the curve, and offerings see oversubscription.
Zhitong Finance · Jun 12 16:56
Century IPO triggers share-swap selling pressure! U.S. retail investors aggressively offload chip stocks to raise cash for SpaceX (SPCX.US) purchases.
Zhitong Finance · Jun 11 21:30
