AI Server Demand Surges: AMD Raises CPU Market Target to $120 Billion, Guides Q2 Revenue Above $11.2 BillionUnderstanding the Market | The global semiconductor sector continues to heat up, ILUVATAR COREX rises over 15%, SMIC rises over 10%Warsh's Tough Start: Rate Cuts Extremely Difficult, Balance Sheet Reduction Time-Consuming, Communication Reform Faces Heavy ResistanceCPUs on a tear, Helios near—Is AMD finally turning the corner?苹果 (AAPL.US) Mac 全线遭遇 “内存荒”：高配版下架，入门款门槛抬升Predicting a 5x Growth in Server CPU Market Over 5 Years! UBS: ARM is the Biggest Beneficiary, Followed by AMD, and Finally IntelStrong Earnings and Guidance, but High Expectations Prevail: Lumentum Skidded in After-Hours TradingUnexpected! Since the Iran War, U.S. Retail Gasoline Prices Surge to "Second Highest Globally"SG Morning Brief | S&P, Nasdaq Hit Records as Oil Retreats and Chips RoarAI Infrastructure Soars, but Data Centers Are Burning Through Cash; Debt Bubble Begins to BurstMeta Platforms Bets on AI Agents: In-House "Hatch" and Instagram Shopping Tool Target TikTokCan US Treasuries Hold the 5% Line This Time?Blackstone and KKR are reportedly in talks with Alphabet for collaboration in the field of artificial intelligenceSamsung Electronics' market value reaches one trillion dollars, becoming the second Asian company to achieve this scale after TSMCCrypto Industry Joins Silicon Valley Layoff Wave! Coinbase Cuts 14% of Workforce; CEO: AI Is Driving Profound ChangeBond Traders Increase Bets on Fed 'Hawkish Turn': Will Warsh Raise Rates Upon Taking Office?US Stocks Hit New Highs, but Gains Driven Solely by Chip SurgeAnthropic commits to spending $200 billion to purchase Google Cloud services and chipsUS-Iran tensions ease temporarily; US stock index futures rise across the board, semiconductor stocks strengthen, Intel surges over 4%, WTI crude oil drops more than 2%Meta plans to launch an advanced "agent-style" AI assistant for usersZhitong Hong Kong Stock Early Knowledge | Domestic token demand is strong, gap is widening, 30-year U.S. Treasury bonds break 5%Breakfast | Micron, SanDisk Surge Over 10%! Leading Chip Stocks to Record HighsAMD's data center business continues to surgeHow high can Intel's stock price rise?Reminder: Key Focus for Intraday Trading (All Times in Beijing Time)Apple delays the release of Siri's artificial intelligence features and settles a lawsuit for $250 millionAMD releases optimistic outlook as demand for artificial intelligence data centers surgesAnalyst Conference Call: AMD Expects Q2 CPU Revenue to Grow Over 70%. CPU Market Annual Growth Projected to Exceed 35% by 2030. PC Shipments Expected to Decline in Second Half Due to Rising Memory and Component Costs. Data Centers Have Become the Primary Driver of Revenue and Profit Growth. The Company Is Working "Closely" with Supply Chain Partners to Increase Wafer and Backend Production Capacity. Meta Chip Shipments Expected to Launch on Schedule in the Second HalfAnthropic will spend approximately $200 billion on Google-related services over the next five yearsAnthropic Launches Financial AI Agents, Impacting Data Providers Like FactSetTesla's FSD software sees a turning point in Belgium, with the Flanders region likely to follow the Netherlands' approvalApple iOS 27 will open up the choice of AI models, allowing users to freely switch between services like Google or AnthropicSHOP (Trans): Agentic Commerce Won't Disintermediate SHOPSHOP: As AI e-comm agents ebb, is the payments leader swimming naked?US April Services PMI Misses Expectations, Compounded by High Price Pressures, Intensifying Stagflation Fears多空分歧加剧 期权市场押注 AMD(AMD.US) 财报后股价波动或达 9%Several major publishers are suing Meta on the grounds of copyright infringement related to AI trainingQualcomm's "number two" joins Intel, responsible for client computing and physical AI groupThe ceasefire between the U.S. and Iran faces challenges, Apple seeks to diversify chip supplyGoogle, Microsoft, and xAI agree to government review before publicly releasing AI modelsAMD's earnings report is about to be released: The AI boom paves the way for significant stock price fluctuationsU.S. Stock Market Outlook | Three Major Index Futures Rise, WTI Crude Oil Drops Over 3%Meta's Low Price Is Becoming a TrapCITIC Construction Investment Overseas 2026 Second Half Investment Outlook: Structural Market Trends in US Stocks Continue, Hang Seng Technology Awaits AI Value ReassessmentIraq Offers Largest Discount in History: $33 Per Barrel, but Buyers Must Navigate the "Perilous Route" of the Strait of Hormuz for PickupOn May 5th, Xiaomi Corporation-W spent HKD 99.997 million to repurchase 3.2902 million sharesHong Kong Stock Review: HSBC Drags DownDUOL (Trans): Reset year; core KPI is +20% user growthDUOL: Inching Ahead, the Comeback Won't Be Easy