HK, US stocks top stories
CoreWeave Secures $21 Billion Deal with Meta, Locking In Computing Power Through 2032Deeply Bound! Google and Intel Expand AI Chip Partnership, Committing to Xeon ProcessorsAI’s Hard Limit: Compute Boom Meets a Power Crunch; Gas Turbines the Hidden Boss?CoreWeave's stock dips as the hype around new Meta deal quickly subsidesAmazon Just Revealed This 1 Business Is Worth More Than 82% of Fortune 500 Companies (Hint: Not Cloud Computing)SK Hynix Q1 Performance Accelerating Again? Citi: Memory Supply Shortage to Persist Beyond Expectations, Quarterly Operating Profit May Double QoQCMBS Market on High Alert! March Delinquency Rate Climbs to 7.55%, Institutions Warn "Capitulation Selling" Has Only Just BegunRumors of Memory Price Drops Inconsistent with Actual Supply! Transcend Chairman: Severe Memory Shortage Unlikely to Ease This YearAmazon broadcasts the Masters for the first time, becoming the fourth media partner in the history of the eventIMF: Oil price shocks test the limited fiscal space globallyAmazon CEO Andy Jassy defends $200 billion AI investment: "We will not be conservative"Boosting Advanced Packaging! Samsung Announces US$4 Billion Investment in Vietnam, Initial Phase at US$2 BillionIran-US Ceasefire Deal Falters, Oil Prices Rebound Strongly, Global Stock Rally Stalls, Korean Stocks Lead Decline at 1.53%US Q4 Real GDP Annualized QoQ Final Estimate Revised Down to 0.5%, Economy Slows More Than ExpectedSafe Haven Demand Continues? JP Morgan: Ceasefire Won't Stop U.S. Retail Investors from Selling!US February Core PCE Rose 3% Year-on-Year, Below Previous 3.1%; Consumer Spending Barely Grew Month-on-MonthIntel's Terafab project sparks a rally, analysts hold a cautious viewMeta removes ads from law firms soliciting clients to sue the platformWhat does Anthropic's explosion mean? BoA: As long as large models keep running wild, those selling shovels and renting computing power will make risk-free profits!US February PCE Data Quick Take