HK, US stocks top stories
Citigroup declares that the "Mag 7" concept is dead: AI investment logic shifts from "tech giants" to "growth clusters"Microsoft and AMD Deepen AI Partnership, Azure Introduces Helios Rack-Scale AI SystemBlackRock leads $12 billion financing for Meta's new data center in TexasShort positions in US stocks hit a record high as AI risks heighten market concernsAI Trading Faces "Leverage Backlash": South Korea Becomes the World's First Stress TestGoldman Sachs Trading Desk: Momentum Trade Bottoming May Take Weeks; AI Capex Narrative ShakenIt's fake news! Musk denies that SpaceX ordered $52 billion worth of NVIDIA AI servers from FoxconnAI Cloud Providers Expand Upstream: GMI Cloud Doubles Down on Agent ProductionizationGoogle develops a new type of "Frozen" chip, significantly improving the operational efficiency of the Gemini AI modelArk Invest reduced its holdings in Advanced Micro Devices (AMD) by $11.7 million, continuing to adjust its position in technology stocksShort interest in U.S. stocks soars to a record high, as the "wall of fear" in the bull market continues to riseAMD officially launched the Sun God rack-mounted AI system to compete with NVIDIA, and Microsoft announced its entry into procurementUS Market Open: Nasdaq up 0.85%, Philadelphia Semiconductor Index up 2.5%, memory chip stocks broadly rise, AMD up ~3%Partnering with Microsoft to expand AI chip collaboration! AMD responds with a rise