Is Memory Critical for AI CPUs? Korean Media: DRAM Shortage to Persist for Another YearBofA's Hartnett: Current US Stock Rally Supported by Fiscal Spending and AI; Market Could Reverse if Financing Costs RiseTwo years after questioning "AI spends too much, earns too little," Goldman Sachs Research Head admits he was "wrong," but says "shovel sellers are fully priced; now bullish on cloud providers"Holdings Approach $20 Billion! Stablecoin Leader Tether "Slows" Gold Accumulation, Still Buys 6 Tonnes in Q1Highlights from the 2026 Berkshire Hathaway Shareholder Meeting: Key Takeaways from Four and a Half Hours in 500 WordsBuffett: Unprecedented Market Gambling Sentiment, Lack of Ideal Investment Environment; Waiting for When No One Answers the Phone, Powell Provides Greater Reassurance (Full Text Included)Berkshire Hathaway Insurance Vice Chairman: Underwriting for the Strait of Hormuz "Depends on Price"AI Theme Dominates Morning Session of Berkshire Hathaway Annual Meeting; CEO: Not AI for AI's Sake; Executives: Don't Expect AI to Tell You Which Stock to BuyBuffett delivered the opening speech, praising Apple CEO Tim CookApple hints that it may be brewing a large AI acquisitionBerkshire Hathaway's First Quarter Operating Profit Reaches $11.35 Billion, Up 18% Year Over YearGlobal Crude Oil Inventories Bottoming Out! Three Energy Giants Warn: Market Has Yet to Feel the Full ImpactCITIC Securities: The U.S. Q1 economy shows "growth without stagnation" and is trending upward in a K-shape, with the sensitivity threshold to interest rates raising the bottom of U.S. Treasury yieldsUS Stock Indices Hit New Highs, Yet Decliners Far Outnumber Advancers? Goldman Sachs: Momentum Crowding, Reversal to Trigger Sharp RetracementAI CPUs Drive DDR5 Premiums; Memory Chip "Super Cycle" May Extend to 2027Japanese Manufacturing Giants "Batch Pivot to AI": TOTO Ltd Expands Storage Component Production, Stock SoarsTesla launches new Model 3 series in Canada, sourced from the Shanghai factorySemiAnalysis: Downstream Large Model Companies Are Already Highly Profitable; NVIDIA and Taiwan Semiconductor Can Earn Even MoreJapan Conducts "Second FX Intervention" Before Holiday? Market Speculates "Japan Not Only Boosted the Yen but Also Crashed Oil Prices"Apple's service business shows strong growth, with profitability resilience highlighted against the backdrop of rising memory costs, and the stock price closed up over 3%Retail Investors' Favorite Meme Stock Sparks New Frenzy? GameStop Plans David-vs-Goliath Acquisition of eBay, CEO Targets $100 Billion Market CapAI Frenzy Depletes Inventory: Apple Raises Mac Mini Starting Price by $200Apple abandons the policy of maintaining a balance between cash and debt; analysts focus on potential credit impactsU.S. Stock Market: Major Indexes Set Record for Longest Weekly Gain Since 2024, Apple Earnings Outlook Boosts Tech StocksAI Chipmaker Cerebras Targets $4 Billion IPO with Valuation of Approximately $40 BillionThree Federal Reserve Officials Who Dissented in April Meeting: Inappropriate to Signal Next Interest Rate CutMeta acquires robotics AI company to accelerate its layout in humanoid robot technologyBloomberg Commentary: Musk's compensation is like Tesla stock, all "air"Intel's acquisition of Sambanova has received antitrust approval from the United StatesMeta blocks law firm ads, raising questions from senators of both partiesTesla's revenue from Musk-related companies exceeds $500 millionPerformance exceeded expectations but faced sell-off, market seeks clearer return path for Meta AI investmentsApple accuses India's antitrust agency of overstepping its authority, escalating the standoff between the two sidesU.S. Stock Market Outlook | The three major stock index futures are mixed, and the U.S.-Iran game may see new variables. Apple is up over 3% in pre-market tradingAnalyst: Apple's sales could have been higher if not for the tight chip supplyTesla's sales in the European market have rebounded this year, with a nearly 45% increase in the first quarterEarnings Insights from the "Tech Giants"Resisting Trump's Pressure, Two U.S. Energy Giants Refuse to Boost Oil OutputRDDT (Trans): After Search, Feed Is the LT Monetization DriverRDDT: In the sweet spot as monetization acceleratesBank of Japan Data Shows Approximately JPY 5.4 Trillion in FX Market InterventionStrong earnings and US-Iran stalemate drive Apple up 3% in pre-market trading; crude oil continues to climb, gold drops 1%, yen keeps risingSandisk's Earnings Blow Out Yet Shares Plunge! Goldman Sachs: Significantly Raises Price Target, Stock Will Ultimately RiseApple Inc.'s pre-market stock price rose by 2.6% as the company's third-quarter sales guidance exceeded market expectationsSeptember Becomes a Critical Juncture! JPMorgan Chase: Crude Oil Inventories to Approach Limits, Strait of Hormuz "Will Reopen No Matter What"RBLX (Trans): User churn, but retention stable; Q3 rebound expected