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Meta ramps up Nvidia: Deploying millions of chips in the coming years, first time adopting Grace CPU

Meta ramps up Nvidia: Deploying millions of chips in the coming years, first time adopting Grace CPU

``` Meta has agreed to deploy “millions” of Nvidia chips over the coming years, further strengthening the already close collaboration between these two AI industry giants. According to a statement released on Tuesday, Meta has committed to using more AI processors and networking equipment from Nvidia. At the same time, Meta

Trump announces the official launch of $550 billion US-Japan investment, with the first phase focusing on oil and gas, power generation, and critical minerals.

Trump announces the official launch of $550 billion US-Japan investment, with the first phase focusing on oil and gas, power generation, and critical minerals.

On Tuesday the 17th Eastern Time, U.S. President Trump announced the launch of the first batch of projects under Japan’s $550 billion investment commitment to the United States. This marks the implementation of the key content of last year’s tariff agreement between the two countries, as well

Moore Threads quickly completed comprehensive adaptation for the Qwen3.5 model.

Moore Threads quickly completed comprehensive adaptation for the Qwen3.5 model.

``` Today, Moore Threads announced that it has completed comprehensive adaptation of Alibaba's latest large model Qwen3.5 on its flagship AI training and inference all-in-one full-featured GPU MTT S5000. This support fully demonstrates the maturity and completeness of the Moore Threads MUSA ecosystem, allowing developers to efficiently deploy

Stock price could rise another 55%! UK hedge fund bets: Global largest toilet maker TOTO will be a hidden winner of AI chips

Stock price could rise another 55%! UK hedge fund bets: Global largest toilet maker TOTO will be a hidden winner of AI chips

``` UK activist investor Palliser Capital views Japanese bathroom giant TOTO as an “undervalued and overlooked” AI investment opportunity. The manufacturer, famous for its smart toilets, is taking a key position in the semiconductor supply chain thanks to its advanced ceramics business. Palliser Capital sent a letter to TOTO’s board

Pre-market: Gold stocks and tech stocks broadly fall, Nasdaq 100 futures down 0.55%

Pre-market: Gold stocks and tech stocks broadly fall, Nasdaq 100 futures down 0.55%

``` Before the U.S. market opens, tech stocks are generally falling. Micron Technology is down about 1%, Google A is down about 1%, and Intel is down about 1%. Gold stocks are generally falling, with Kinross Gold down about 3%, Harmony Gold down about 4%, and AngloGold Ashanti down about

BHP’s profits surged by 30%, with its copper business surpassing iron ore for the first time as the largest source of profit.

BHP’s profits surged by 30%, with its copper business surpassing iron ore for the first time as the largest source of profit.

``` BHP, the world's largest mining company by market value, has reaped the rewards of betting on a surge in copper demand, with net profit rising nearly 30% year-on-year in the first half of its fiscal year, and its copper business becoming the company’s largest profit contributor for

"Long energy + short consumer discretionary" -- the pair trading strategy currently popular on Wall Street

"Long energy + short consumer discretionary" -- the pair trading strategy currently popular on Wall Street

A new sector pair trading strategy is emerging on Wall Street. The “long energy + short consumer discretionary” combination has replaced tech stocks’ dominance over the years and has become one of the most attractive sector trades at present. Bloomberg macro strategist Simon White recently wrote that, driven by the rebound