NVIDIA and Broadcom Lock In Supply Early, AI Bottleneck Shifts to HBM and Packaging

What could the target price be? Experts each believe their own reasoning holds water.

Alphabet's raised spending budget caused its stock price to plunge, sounding a warning bell for Microsoft, Meta, and Amazon, which are about to report their earnings.

The gap between VIX and VXN is widening rapidly, which is an extremely important signal. It indicates that market panic is not uniform but is highly concentrated in the tech sector.

Betting on a "mission impossible" project, suffering losses for a decade, burning through 36.6 billion yuan – Hefei rewrote the history of China's memory chip industry with a high-stakes gamble.

链上市场最出息的一集：都给A股IPO做价格发现了。

From late 2025 to the first half of 2026, as other tracks (such as high-valuation growth, cyclical, and pure narrative themes) fade, while AI Capex continues to exceed expectations and semiconductor and data center-related stocks significantly outperform, market consensus will truly form — “AI is no longer just one of many themes, but the absolute main narrative of global capital markets.”

Hartnett believes the bond market is becoming the biggest threat to the AI bull market. If the bond market breaks down and forces the Federal Reserve to raise interest rates, it will trigger a new round of deleveraging in risk assets.

The Crown Jewel of China -- DRAM Chips.

Investing $1 billion in Naver, which is currently pushing forward with the acquisition of Upbit.

Young South Koreans leveraged to "bet the house," only to end up bankrupt.

The DRAM supply-demand gap persists, and CXMT benefits from the dual advantages of "rising prices and volumes" coupled with "domestic substitution."

Tech and momentum positions are far from being cleared. Coupled with multiple pressures from geopolitics, tariffs, and interest rates, high volatility will persist in the third quarter.

MSX founder: intends to acquire Bitmart, will promote zero fees for spot and futures trading.

最快下周，美国参议院多数党领袖拟就 Clarity 法案举行投票。

AMD在Advancing AI 2026大会上发布新一代Instinct MI400系列加速器、EPYC Venice服务器CPU及Helios机架级AI平台，竞争重点从GPU追赶英伟达转向CPU+GPU+网络+软件+整机的全栈AI基础设施布局。