BiCS-10 is not a short-term catalyst; AI SSD is the medium-term main theme

Everyone wants to be a NeoCloud.

Bank of America believes market concerns over Meta, CXMT, and Korean expansion have been exaggerated

AI and Memory Continue to Drive Expectations, But the Semiconductor Earnings Season is About Execution

AlphAi is integrating AI analysis and real-time market signals into the core of the prediction market experience, bridging the gap between event information, market sentiment, and probability changes. This pushes prediction markets from "results trading" toward "intelligent event trading."

Nvidia's Kyber NVL144 rack faces delays due to manufacturing bottlenecks in its PCB midplane, while the NVL576 system also faces uncertainty due to CPO mass production challenges. These two interconnect technologies, once considered the core pillars of Nvidia's performance moat, have now become obstacles to its progress.

Coinbase Bitcoin Premium Index Has Been in Negative Territory for 48 Consecutive Days, Extending the Longest Streak on Record.

A selection of high-quality in-depth analysis articles and a recap of the week's hot topics.

NAND Shortage to Extend Through 2027, Supply Risks Still Present in 2028

Window Period.

Meta仍在加速买第三方容量

AI Agents can act on behalf of humans, but a vague confirmation message should not decide the fate of our assets and device permissions.

The 5% stake isn't about dividend stories; it's an experiment in pricing AI regulation.

The market has begun to seriously discuss whether this capital expenditure super cycle will enter a new phase if the AI industry starts to focus more on capital efficiency rather than simply expanding investment.

AI Capex was previously the sole driver of market gains.

Evolving from a chip seller to the "central bank" of the AI computing ecosystem.