Goldman Sachs: What Does DeepSeek V4 Mean for China's AI?Mythos Reshapes Cybersecurity; Trial Participants Urge Protection of Critical InfrastructureWar Not Over, Yet European and US "Defense Stock Bull Market" Already EndsHe Xiaopeng: XPENG Robots Targeting Over 10,000 Units in Shipments by 2027Jetta Reimagines JettaAvatr Bets on 2030A Century of Buick: Aiming to Return to the TableLi Auto Plays Its Next Ace CardNuclear Power Stocks Continue to Surge! X-Energy, Backed by Amazon, Soars 27% on IPO DebutFierce Battle Among 9-Series Models: Dongfeng and Huawei Bet on a New BrandJPMorgan: Middle East Conflict Unresolved but Negotiation Path Visible; Macro Focus Shifts from Risk Premium to Residual 'Stagflation' RisksThe World's First AI Government: UAE Announces 50% of Government Services to be Operated by AI by 2028No Edge, No Hedge: Why Markets Are StuckCursor 'Sells Out' to SpaceX Amid Crushing Pressure from Claude and Compute Costs谷歌云 CEO：自研 TPU 构筑竞争护城河，第八代芯片即将发布，外部需求已超供给上限谷歌豪掷 400 亿锁定 Anthropic：AI 两强格局成型，御三家时代终结DOJ Drops Case, Warsh Enters the Scene, FOMC Next Week: Countdown to Fed Chair Change as Era of "No Forward Guidance" ApproachesNew Round of Iran Negotiations, But the Stock Market Is Indifferent, Focusing Entirely on AI Bottlenecks Like CPUs and Optical CommunicationsHistoric Outflows from US Oil and Semiconductor ETFs as Investors Choose to Take Profits After Massive GainsBillions in Loans from Giants Like Blackstone and Apollo Involved: Two Defaults Exacerbate U.S. Private Credit DilemmaFor the First Time Since Last October, NVIDIA Surges to New Highs!Chip stocks soared collectively, with NVIDIA's market capitalization closing above $5 trillion for the first time, and Intel surged over 23%, marking its best single-day performance since 1987Philadelphia Semiconductor Index Surges Again, Records 18 Consecutive Days of Gains. A Single Article to See How Overbought It IsOvernight news on April 25: NVIDIA's market value once again surpasses $5 trillion; Iran has not yet decided whether to negotiate with the U.S.; the U.S. Department of Justice drops the investigation into PowellReport: Apple Plans Significant Chip and Memory Upgrades for iPhone 18 SeriesJane Street's 2025 Trading Revenue Hits $39.6 Billion, Surpassing All Wall Street BanksUS Stocks Hit New Highs, Goldman Sachs Warns: Rally Has Completely Decoupled from Reality2-Year Treasury Yield Falls More Than 5 Basis Points on Friday as Trump Administration's 'Pause' in Judicial Investigation Improves Investor Expectations for EasingBessent: Does Not Rule Out Serving as Fed Chair; AI is Core of US EconomySince its establishment in 1987, Intel surged 24% on Friday, marking its largest single-day increaseNVIDIA's stock price closed at a record high for the first time since OctoberBacked by Infrastructure Giant Brookfield, Csquare Officially Rushes to US IPO: Operating 80 Data Centers Across 30 Global CitiesUS DOJ Drops Criminal Probe into Powell, Paving Way for Wash's Nomination as Two-Year Treasury Yields Fall SharplyCMOC Q1 Net Profit Surges 97% to 7.76 Billion; Gross Margins for Copper, Cobalt, and Tungsten All RiseThe value of Intel shares held by the Trump administration surged by 300%The U.S. Department of Justice ends the investigation into the Federal Reserve's renovation overspending, clearing confirmation obstacles for WallerIntel's earnings report exceeded expectations, initiating a bond investor meeting, possibly paving the way for new bond issuanceNio bets on self-developed chips, aiming at NVIDIA's "hegemony"国泰海通 2026 年一季报出炉：营收和扣非净利润大涨，子公司合并提速After AI Annual Revenue Surpasses 100 Million, Where Does WEIMOB INC Plan to Go Next?Meta tracks employee keystrokes, AI training program sparks surveillance controversyTwo-Year Treasury Yield Plummets Intraday as Trump Administration Claims Investigation Into Powell Is DroppedThe wave of intelligent agents is coming, and CPUs are 迎来 a "Renaissance moment"! Intel, AMD, and ARM stocks are soaring togetherKweichow Moutai: Reforms in Place, King Poised for a Comeback?算力 “阶级森严”？大厂优先内供、小厂无米下锅，硅谷掀起新一轮 GPU“断供潮”MEITUAN LongCat and DeepSeek launched a new generation of large models on the same day, with parameter scales exceeding one trillion