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Citigroup nearly doubles InnoLight’s target price; optical interconnect market’s CAGR expected to reach 65% over the next three years.

Citigroup nearly doubles InnoLight’s target price; optical interconnect market’s CAGR expected to reach 65% over the next three years.

``` The competition for AI computing power continues to heat up, and the optical communication industry chain is ushering in a period of strategic opportunity. Driven by the sustained growth in large model training and inference demand, data center network bandwidth is constantly being upgraded. Optical interconnect, as the “highway” of

Bullish on continued CPU boom! UBS raises target prices for AMD and ARM, Bank of America bullish on TSMC and ASE.

Bullish on continued CPU boom! UBS raises target prices for AMD and ARM, Bank of America bullish on TSMC and ASE.

``` As the AI industry moves from the training stage to the era of inference and Agentic AI, CPUs, once overshadowed by the brilliance of GPUs, are regaining the spotlight in the market. According to a recent UBS report, Agentic AI will drive server CPU demand to significantly exceed traditional cycles.

One CPU, Five Battles: Nine Years Later, Qualcomm Bets Again

One CPU, Five Battles: Nine Years Later, Qualcomm Bets Again

June 24, New York. Qualcomm CEO Cristiano Amon announced: By fiscal year 2029, non-mobile business will reach $40 billion, with data center chips accounting for $15 billion. After-hours stock jumped 13%. Then Mark Zuckerberg appeared on the screen. "Qualcomm will become Meta's data center CPU supplier."

Will interest rate hikes kill gold? Research institutions: The current situation is more like 1978, and gold is standing on the eve of the next big rally.

Will interest rate hikes kill gold? Research institutions: The current situation is more like 1978, and gold is standing on the eve of the next big rally.

``` The Federal Reserve's hawkish stance continues to suppress sentiment in the gold market. After initially breaking below on June 24, spot gold once again lost the $4,000/oz psychological barrier on June 25. Since hitting the historical high of nearly $5,600/oz at the end of

SK Hynix ADR to List on US Stock Market Next Month, Two Major Institutions Forecast 30%-45% Upside

SK Hynix ADR to List on US Stock Market Next Month, Two Major Institutions Forecast 30%-45% Upside

``` SK Hynix is set to issue American Depositary Receipts (ADR) in the U.S. next month, which could open up new sources of investors and may become a key catalyst for driving its valuation closer to that of its American peer, Micron Technology. Both Eugene Asset Management and Jupiter Asset

Goldman Sachs warns: U.S. stocks have reached an extreme level of crowding, and the market will remain volatile in the future.

Goldman Sachs warns: U.S. stocks have reached an extreme level of crowding, and the market will remain volatile in the future.

The US stock market is accumulating a new round of volatility risk amid record-breaking capital activity and extremely crowded positioning structures. John Flood, Head of Equity Flow Strategy and Partner at Goldman Sachs, warns in his latest market assessment report that although investor sentiment remains fairly balanced overall, crowding on

After the Strong Earthquake in Venezuela: No Damage Reported at Refining Facilities, Oil Exports Uninterrupted

After the Strong Earthquake in Venezuela: No Damage Reported at Refining Facilities, Oil Exports Uninterrupted

``` Venezuela has experienced its strongest earthquake in decades, but according to reports, the country's main refining and oil export facilities have not been affected and production operations are continuing as usual. According to CCTV News, at 17:04 local time on June 24, a 7.5-magnitude earthquake occurred