Google updates Gemini API pricing, charging based on tiered billing for inference usageApple Hoards Mobile DRAM at High Prices, Affecting MediaTek and SamsungFifty Years of Oil Crises: How Six Middle East Conflicts Reshaped Oil Prices, Inflation, and Market Trading LogicAfter the Iran War, the World Will Never Be the SameThe energy dilemma cannot hinder expansion ambitions: Microsoft increases investment in Japan to $10 billion, partnering with SoftBank and Sakura to build AI cloud facilitiesSpaceX's IPO Target Valuation Exceeds $2 Trillion, Trailing Only Five S&P 500 CompaniesBroadcom's executive reshuffle: Google's finance veteran Amie Thuener will take over as CFOSpot Shortage! Prompt Brent Crude Surges Past $140, U.S. Crude Spot Premium Hits Record High, Futures Settle Above $110 for First Time in Four YearsChina's March Services PMI Drops to 52.1, Domestic Demand Supports Continued ExpansionAnthropic "Riding High," While OpenAI "Loses Its Form"?JP Morgan vs Goldman Sachs: Are tariffs and oil prices a "short-term pain" or a "long-term bomb"?Has the Era of Global Central Bank "Gold Hoarding" Ended?Microsoft and Google Release New AI Models on the Same Day: Featuring Voice, Image, and Local Open-Source CapabilitiesAmazon will charge third-party sellers a 3.5% fuel surcharge"New Signs" in the Strait of Hormuz: 4 Million Barrels of Crude, First LNG Carrier "Appears" to Have Passed via "South Route" Near Omani CoastU.S. March Non-Farm Payroll Report Preview: Behind the Moderate Recovery in Employment, Dual "Shockwaves" of Middle East Conflict + AI Layoffs Are BrewingIs Onshore USD Starting to Tighten?Breakfast | U.S. Stocks Welcome First Positive Week Since Iran War Outbreak!Iran Conflict Hits Hedge Funds Hard: Giants Like Millennium and Balyasny Give Back Year-to-Date GainsOil prices have surged uncontrollably! United Airlines luggage fees have increased, and Amazon has added fuel surcharges, passing on the wave of cost increasesReminder: Key focus intraday (all times Beijing Time)Microsoft adjusts AI strategy to address profit concerns, focusing on driving paid conversion for CopilotWedbush: Tesla's first quarter delivery start is disappointingOfficial Announcement: US Maintains 50% Metal Tariffs, Imposes 25% Tariffs on Some Finished Products, 100% on Patented Drugs, but "Exempts" Those Complying with AgreementsGoogle now supports controlling virtual avatars through commands in Google VidsIran and Oman Draft Agreement for Joint Management of Hormuz; UAE Expresses Readiness to Join Strait Security EffortsDRAM Prices Double, Samsung and SK Hynix Q1 Profits Expected to Double!Moodys Warns: The "Last Line of Defense" for Junk Loans is Failing, Protective Covenants Exist in Name OnlyStock and Bond Expectations in "Big Fight": Stock Market Bets on Slowing Growth, Bond Market Defends Against Soaring InflationComputing Power Crisis! SemiAnalysis In-depth Analysis: From GPUs to Memory to Fiber Optics, the AI Supply Chain is Strained Across the Board with Prices Rising in TandemBlackRock Increases Short Positions on German Bonds, Warning of "Sharp Rebound" in Inflation to Push Up Financing CostsMicrosoft releases three brand new AI models to directly compete with OpenAI and GoogleAI Shocks White-Collar Workers! US Corporate Layoffs Surge in March, Tech Sector Hit HardestMarket Rebound Fails, What's Next for the Technicals?CHENQI TECH: Clear growth path after significant revenue increaseBoth imports and exports grew, and the U.S. trade deficit in February widened less than expectedExpectations for European stocks and bonds are "seriously disconnected": The bond market bets on three rate hikes to curb inflation, while the stock market still hopes for interest rate cuts to save the economyTesla fell 4.0% as first-quarter vehicle deliveries decreased by 14% quarter-on-quarterPrivate Credit Redemption Stress Test: Apollo Backs It, Citing "Market's Short-Term Misalignment"US Stocks Open Lower: Nasdaq Down 1.7%, Tesla Down ~4%, Blue Owl Down ~6%Amazon intends to acquire GlobalstarGoogle warns of quantum risks in cryptocurrencyCentral Bank Gold Purchases: The End of an Era?