Bank of America: Apple-Intel Partnership Could Trigger €4.6 Billion Equipment Buying Spree, ASML Poised to Be Biggest WinnerHedge Funds Surge into Soybean Oil and Corn, Betting Iran War Will Boost Biofuel DemandInvesco: The interest rate shock has passed, and if the U.S. lowers interest rates, it will benefit fixed income investmentsThe New Fed Chair's Dilemma: Cut Rates and Inflation Soars, Hold Firm and Face Trump's LawsuitLast Ship of Middle East Crude Unloaded in California: Next Ship Months AwayETF Movement | Southern 2x Long NVIDIA rises over 3%, Wedbush expects NVIDIA's Q1 earnings report to be a catalyst for tech stocks' upward movementJapanese Finance Minister: Bessent Has 'Full Understanding' of Yen Intervention PolicyFormer Xiaomi Executive Wang Teng Raises Funds Again: Entering Smart SleepETF Volatility | Southern 2x Long Tesla rises over 5%, US investment bank claims Tesla has not fully reflected the value of its robotics business"China's Google"! Citi Predicts: Alibaba Cloud's AI-Related Revenue to Grow at 90% CAGR Over Next Five Years, MaaS Growth to Reach 235%Market Rally Evokes '2000 Vibes'? Goldman Sachs Partner: Calling the Top Is Futile; Perhaps Embrace the BubbleGasoline Prices Surge! US Releases Large Volume from Strategic Petroleum Reserve Again on Monday to Tackle Summer PeakAfter Turning a Profit, Tuya Accelerates Its Embrace of AICircle: AI Agents Need Currency with API AccessSouth Korean Policy Chief: Excess Profits from the AI Industry Should Be Returned to the Public; Proposes Establishing a "Citizen Dividend"Is the AI Bull Market Overheating? US Equity Capital Begins to "Hit the Brakes"; Next Wave Depends on Whether Korean Stocks See FOMOPiper Sandler: Tesla's AI and robotics potential is severely underestimated, with a target price aimed at $500After South Korean Stocks Led Global Gains, Funds Flee South Korean ETFs in "Largest-Ever" ExodusUnderstanding the Market | Gold stocks lead the gains, China Gold International rises over 4%, Zijin Mining rises over 3%Optical communication business surged by 36%! Corning secures billions from NVIDIA to "lock in production," Wall Street exclaims: A new king of AI optical communication is bornSG Morning Brief | S&P Grinds to Another Record as Iran Talks Collapse and CPI Looms"Quantum Nvidia" Rigetti Q1 Revenue Triples, but Losses Widen: How Long Until Quantum Computing Commercialization?Tencent Holdings Q1 2026 Earnings Preview: Mixed Yuan Open Source Catalyzes AI Commercialization, Strong Resilience in Game Advertising GrowthAI's Biggest Bottleneck Remains: Taiwan SemiconductorWall Street Successively Delays Rate Cut Expectations: Is a Fed Rate Cut This Year in Jeopardy?"Super Bull" Ed Yardeni: S&P 500 Will Definitely Break 8,000 by Year-End, Hit 10,000 in Three Years!AST SpaceMobile's stock price plummeted over 10% after hours: Q1 revenue and profit were dismal, far below expectations, with the annual financial forecast being the only consolation"The Big Short": US Stocks May Face Market Crash as Tech Surge Echoes 2000 BubbleReminder: Key intraday events to watch (all times in Beijing time)The dominance of tech stocks in the U.S. stock market has reached unprecedented levels, with NVIDIA's market value surpassing that of the entire S&P healthcare sectorTexas sues Netflix, accusing it of allegedly monitoring children and enticing users to become addictedRetail Investors Flock to Chip Stocks in a Frenzy as Analysts Warn of Extreme RallyHas the Silver Bull Market Returned? A Sudden 7% Surge in a Single Day: What Happened?Market Still in a "Frenzied Rally"; Goldman Sachs Partner: Trend Carries "a Whiff of the 2000 Bubble"The AI frenzy has entered a dangerous stage! "Big Short" Barry is once again urging investors to reduce their positions in tech stocksRupee in Crisis: India Quietly Plans Foreign Exchange Defense, Gold Purchase Restrictions May Be the First StepCircle (Trans): Guidance excludes Arc token presale; to be revised next qtr.The search volume for "inflation" on Google by the American public exceeds the peak in 2022, and inflation anxiety is resurfacingGoogle deepens its layout in India's AI infrastructure boomElon Musk's Terafab plan may boost Intel and chip equipment companiesWedbush: Earnings season rings the "alarm bell" for AI skeptics, NVIDIA earnings report is imminentTesla's robotaxi expansion plan ignites stock price surge, Musk sets 2026 targetU.S. Existing Home Sales Start Peak Season Weakly as Sales Rise Slightly but Miss Expectations and Prices Hit Record High for AprilCircle: Ugly tape, the first stablecoin stock still expandsGF stated that AMD, Intel, and Qualcomm are expected to benefit from the server CPU super cycleNVIDIA appoints former Vice Chairman of Goldman Sachs to the board, expanding the board to 11 membersNintendo's warning triggers a chain reaction, Apple faces a memory chip crisis test