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Ming-Chi Kuo: No one doubts that Apple will catch up in AI, but WWDC26 will determine how long the multi-pronged narrative remains effective.

Ming-Chi Kuo: No one doubts that Apple will catch up in AI, but WWDC26 will determine how long the multi-pronged narrative remains effective.

Apple's annual developer conference WWDC26 will open on June 8. Renowned supply chain analyst Ming-Chi Kuo believes that **regardless of what is presented at this conference, as long as the market's core narrative on Apple's AI potential remains intact, the positive trend in Apple&

Gold suffers worst sell-off since March! Wall Street veteran Yardeni: The next support level may be at $4,000

Gold suffers worst sell-off since March! Wall Street veteran Yardeni: The next support level may be at $4,000

``` The gold market suffered a heavy setback this week, with strong employment data boosting the dollar and rising Treasury yields putting pressure on this non-interest-bearing asset. Senior strategists warn that this round of decline may not be over yet. On Friday, gold futures plunged 3% in a single day, marking

Nvidia’s data center costs are soaring—does this investment still make sense for tech giants?

Nvidia’s data center costs are soaring—does this investment still make sense for tech giants?

AI data centers equipped with Nvidia's latest generation Vera Rubin architecture are costing far more than previously expected by the market. According to Bernstein Research's latest estimates, the cost of a single Vera Rubin NVL72 rack is as high as approximately $9.1 million, with total

Iran says its military strikes on Israel have concluded.

Iran says its military strikes on Israel have concluded.

``` The Central Command of Iran’s Armed Forces, Khatam al-Anbiya, has just announced that “the military strike against Israel has come to an end.” Source: CCTV International Times Risk Warning and DisclaimerThe market involves risks and investments should be made cautiously. This article does not constitute personal investment advice, nor

Is there a "World Cup effect" in A-shares?

Is there a "World Cup effect" in A-shares?

``` As the 2026 World Cup approaches, market attention to the "World Cup effect" is heating up again. The Zheshang Securities strategy team pointed out in its report that the so-called "World Cup effect" in A-shares is mostly a combination of statistical coincidences and emotional disturbances and

Nvidia's AI PC Gamble: Besides Developers, Who Else Will Pay for "Local Large Model Computers"?

Nvidia's AI PC Gamble: Besides Developers, Who Else Will Pay for "Local Large Model Computers"?

NVIDIA’s high-profile entry into the AI PC market has drawn analyst warnings that this bold bet hinges on a mass demand yet to be proven. Last week at the Computex exhibition, NVIDIA released the RTX Spark super chip, painting a vision of a future where large AI models can

Morgan Stanley’s Wilson: The sharp semiconductor decline does not signal the end of the bull market; the correction is a “necessary cooldown.”

Morgan Stanley’s Wilson: The sharp semiconductor decline does not signal the end of the bull market; the correction is a “necessary cooldown.”

Morgan Stanley's Chief Equity Strategist Mike Wilson believes that the recent sharp correction in technology stocks is merely a necessary "healthy reset" in the bull market, and the fundamental narrative remains intact. The Nasdaq Composite plunged 4.2% last Friday, marking the largest single-day drop in