Intel invests in SambaNova to clear antitrust hurdles and accelerate AI inference layoutWall Street technology stock ratings diverge: Jefferies downgrades Microsoft and Meta, Wedbush significantly raises AMD target priceIndonesia Plans to Impose Export and Windfall Taxes on Coal and Nickel to Alleviate Subsidy PressureIntel further undermines Qualcomm by appointing Alex Katouzian to lead the Client Computing GroupU.S. Attorney Files Motion to Dismiss Investigation into Federal Reserve Chair PowellAmazon fully enters the third-party logistics market, transportation sector under collective pressureFedEx and other transportation stocks plummet as Amazon announces measures that could disrupt the U.S. logistics marketTesla Model X becomes the best-selling used car in the United StatesWedbush stated that Intel may become the biggest winner of the chip boomApple-led tech stocks strongly support the stock market to set a recordMeta Platforms is facing a comprehensive overhaul in New MexicoGoogle CEO visits the White House as the Trump administration worries about insufficient classified AI production capacity and plans to expedite the security approval process for Google's TPUNVIDIA Challenger Cerebras Sprints Toward IPO: Pricing Range $115–$125, Targeting Valuation of Up to $26.6 BillionSoaring 90% in a Year, the Aluminum "Black Hole" Shocks the U.S. Auto Industry, with Ford Motor as the Biggest Victim!Iran Fires Missiles to Repel US Forces; New Control Map of Strait of Hormuz ReleasedAmazon launches a new supply chain service offering a one-stop solutionMicron CEO: AI Is Just Getting Started, but Memory Is Already in Short Supply; DRAM and NAND Demand Could Swallow Over Half the Market This YearAI Capacity Grab Intensifies! Samsung Electronics and SK Hynix Sign Long-Term Contracts to Lock in Supply, Memory Prices May Be "Contractually Inflated"Both Benefiting from the AI Boom: Why Is Samsung Lagging Behind SK Hynix?Xiaomi Auto data sparks rally; Doubao to launch new paid model | Daily News Recap"Never Seen Growth Like This"! Claude Code Ignites Surge, Anthropic's Annualized Revenue Doubles in Two Months to $44 BillionUnderstanding the Market | The mobile phone industry chain collectively rebounds, Apple achieves its best quarterly performance in history, and iPhone business sets a quarterly revenue recordWill Google's New TPU Orders Flow to Intel? Ming-Chi Kuo: Google Aims to Cut Out Even MediaTek's Margins; TSMC Holds Significant Yield Advantage达里欧：未来两年 “风险极高”，“AI、美债和地缘” 合成风暴，投资者择时不会成功Japan's "True Intent" in Resuming Intervention: Takaichi Buying Time for Middle East De-escalationHong Kong Stock Market Midday Review | Hang Seng Index rose 1.7% in the morning session, Xiaomi Group surged over 8%For the First Time in a Decade! Apple Discusses "Price Hikes," iPhone 18 May See Price IncreasesGlobal Banking Sector "Overburdened," Seeking to Reduce "Data Center Exposure"Warsh Is Closer, but Rate Cuts Are Further Away?S&P 500 Hits New ATHs, but Smart Money Is Retreating; Goldman Sachs Trading Desk Warns: Flash Crash Is Only a Matter of Time"Powell's Mouthpiece" Explains: "Staying Put" Is to Protect the Fed, Trump's Lawsuit "Backfires"To Get on Board with SpaceX, Wall Street Is Ready to Sell Off the Mag 7 First!Understanding the Market | XIAOMI-W surged over 8% in early trading, with over 30,000 deliveries of Xiaomi cars in April and more than 70,000 pre-orders for the new generation SU7Strait of Hormuz "Still Blocked": U.S. Crude Exports Surge, Leaping to "Top Global Exporter"Hang Seng Index opens 1.4% higher, Hang Seng Tech Index rises 1.58%Zhitong Hong Kong Stock Early Knowledge | SMIC's issuance of shares to purchase assets will be discussed at the meeting on May 11. Trump stated that the U.S. will facilitate the passage of stranded ships in the Strait of HormuzZhitong Decision Reference | AI continues to be the strongest market hotspotReminder: Key Focus for Intraday Trading (All times in Beijing Time)On May 1st, Li Auto-W spent USD 2.8391 million to repurchase 320,300 sharesU.S. Acting Attorney General: Trump Will Investigate the Federal Reserve If the Fed Inspector General Finds Evidence of Criminal ConductTrump's U.S. Attorney Ends Investigation but Continues to Pressure Fed Chair PowellOPEC+ Agrees to Increase Production by 188,000 Barrels/Day in June, but It May Be Just "Paper Figures"Li Auto-W delivered 34,085 new cars in AprilIs 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 Rise