Novo Nordisk AS Q1 Net Sales Drop 4%, but Wegovy Oral Tablet Sales Greatly Exceed Expectations, Full-Year Guidance Slightly Raised | Financial News InsightsPetroleum Coke Supply Disruption: The Next Trigger for a Surge in Aluminum Prices?NVIDIA CEO Jensen Huang: AI will create jobs, not destroy jobsOne Year After Spin-off, Sandisk Overtakes Former Parent: Market Cap Now $40 Billion Higher Than Western DigitalForeign Investors Net Purchased South Korean Stocks Worth 3.13 Trillion South Korean Won, Setting a Record for Largest Single-Day Net InflowHK Stocks Intraday: Three Major Indices Rise Moderately, Semiconductor Sector Surges, Mainland Property and Gold Stocks ShineETF Volatility | Samsung Global Semiconductor rises over 7% as AMD raises CPU market size expectations; institutions expect a price increase trend in the industry to last throughout the yearAfter the US semiconductor sector surged 50% in 25 days last time, the Dotcom Bubble burst. Will history repeat itself?"The Worst Is Yet to Come"! Oil Prices Swing Wildly, Global Trade May Face a New Round of ShocksIntervention Again? Yen Surges in Short TermHong Kong Stock Market Midday Review | Three major indices collectively closed higher, semiconductor sector surged across the board, internet heavyweight stocks showed mixed performanceUnderstanding the Market | Gold stocks warmed up in the morning, oil prices fell, and gold prices quickly surged. Major banks say the mid-term upward logic of gold prices remains unchanged"May Day" Consumption Amid High CostsAMD (Trans): CPU/GPU mix converging to 1:1; server CPU TAM raised to 120bnETF Volatility | Asia Pacific Select ETF Southern (159687) rose nearly 5% during trading as the Middle East situation eases, showing strong performance in the global storage marketThe Logic of Bitcoin Treasury Changes: Strategy’s 'Never Sell' Pledge EndsAMD: Server CPU Revenue Surpasses Intel for the First Time, TAM Doubles to $120 Billion, but the Real GPU Surge Awaits in H2AI 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 Anthropic