CMBS 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 globallyGF's Liu Chenming: Low Probability of Global Bear Market, AI Industry Trend ContinuesIMF Managing Director: IMF Lowers Global Economic Growth Forecasts Due to Iran WarAmazon 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 ExpectedDeeply Bound! Google and Intel Expand AI Chip Partnership, Committing to Xeon ProcessorsSafe 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 TakeAfter a brutal sell-off, Cathie Wood invests another $28 million in TeslaAmazon's letter to shareholders details the $200 billion expenditure return path: most expenses will be monetized before 2028, with the chip business implying an annualized revenue of $50 billionGoogle CEO Deep Dive: 10 Years as CEO, Lows, Reversals, and RegretsData centers put pressure on companies like Google regarding clean energy goalsGlobal news you need to know in US stock pre-market on ThursdayAmazon's CEO stated that the annualized artificial intelligence revenue of Amazon Web Services has exceeded $15 billion"AI Bull Market Narrative" receives further endorsement with real money! Meta splashes out $21 billion to partner with CoreWeave to outpace NVIDIA in the Rubin eraNVIDIA approaches the key level of $185, with valuation at the low end among the "Seven Giants"PSBC's Major Shareholder Completes Shareholding Increase: Spent 526 Million Yuan in One Year, Stock Price Rose Nearly 2%Former Fed Official: Faced with Iran's Energy Shock, the Fed's Only Option is to "Wait and See"CoreWeave and Meta expand AI cloud collaboration, stock prices rise accordinglySemiAnalysis: Agents Explode in Popularity, CPU Becomes New "AI Bottleneck"Not only the dream of Cybercab but also the volume to survive! It is reported that Tesla is secretly researching a new compact SUV that balances the vision of autonomous driving with real salesCoreWeave signs a $21 billion AI cloud services agreement with MetaOver $20 Billion in Q1 Withdrawals! Private Credit Myth Shattered as Giants like Blackstone and Apollo Global Face Redemption WaveSources say that Tesla is developing a smaller, more affordable electric vehicleCoreWeave Secures $21 Billion Deal with Meta, Locking In Computing Power Through 2032Is the Dollar Collapsing? Eight Key Indicators Reveal a Worrying TruthMeta's Muse Spark model receives high praise from Wall StreetAI’s Hard Limit: Compute Boom Meets a Power Crunch; Gas Turbines the Hidden Boss?U.S. Stock Market Outlook | All three major index futures decline, Iran: All vessels passing through the Strait of Hormuz must obtain permission from its military, PCE is coming tonightDefying Capacity Bottlenecks! Amazon's Q1 AI Annualized Revenue Exceeds $15 Billion, Custom Chip Scale Doubles to $20 BillionIs Tesla Reviving Its Affordable Car Plan? Reports Say It is Developing a Small Electric SUV, Aiming for Production in ChinaSingapore stocks fall on Thursday, tracking regional decline; STI down 0.4%On April 9th, Tencent spent approximately HKD 1 billion to repurchase 1.964 million sharesHong Kong Stock Review: Preference ReturnsOn April 9th, XIAOMI-W spent HKD 248 million to repurchase 7.819 million sharesMeta has finally unveiled its clearest AI strategic blueprint to date, which should have been done long ago