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Nvidia partners with Corning: Optical connectivity demand in AI data centers is about to surge

Nvidia partners with Corning: Optical connectivity demand in AI data centers is about to surge

``` The multi-year strategic alliance signed between Nvidia and optical fiber giant Corning reflects the industry trend of explosive demand for optical connection products in the AI data center era, and directly catalyzes the entire optical supply chain market. On May 6, according to a previous Wallstreetcn article, Corning, the leading

Add fuel to the fire! The world-leading South Korean stock market is about to welcome American retail investors' funds.

Add fuel to the fire! The world-leading South Korean stock market is about to welcome American retail investors' funds.

``` Since the beginning of this year, the South Korean stock market has topped major global markets with a rise of more than 75%, and it is now set to welcome incremental funds from American retail investors. Recently, one of the largest online brokers in the U.S., Interactive Brokers, announced

TCL Huaxing's Tale of Two Extremes: LCD Holds the Line, OLED Continues to Bleed and Struggle

TCL Huaxing's Tale of Two Extremes: LCD Holds the Line, OLED Continues to Bleed and Struggle

``` Author | Huang Yu After delivering a quarterly report with a sharp increase in profits, TCL Technology disclosed the true operating conditions behind the profit growth. On May 7, TCL Technology released its latest investor relations activity record sheet, providing a detailed explanation of its operating conditions for the first quarter

The potential of CATL's sodium-ion batteries has been severely underestimated by the market.

The potential of CATL's sodium-ion batteries has been severely underestimated by the market.

Morgan Stanley believes that the strategic value of CATL’s sodium-ion battery is being systematically underestimated by the market. According to Chase Wind Trading Desk, on May 6, the Jack Lu team at Morgan Stanley released a research report, pointing out that **investors’ objections to sodium-ion batteries are centered on

After falling from the "throne," Bank of Beijing accelerates clearing its accounts.

After falling from the "throne," Bank of Beijing accelerates clearing its accounts.

Once the cycle’s gears begin to turn, even a giant that has dominated the throne for a dozen years must learn to regain balance in the midst of weightlessness. With the disclosure season for the first quarter 2026 now concluded, the reshuffling of the city commercial bank sector is

Is gold at $4,600 expensive or not?

Is gold at $4,600 expensive or not?

``` After an astonishing five-year bull market, gold hit a peak of about $5,400 in January 2026 and has now pulled back to around $4,600 amid the Iran conflict. JPMorgan believes $4,600 gold is expensively justified, but the real buyers have not arrived yet. On May 7, according

Easing tensions in Iran drive Asia-Pacific stock markets higher; the Nikkei surpasses 62,000 for the first time, reaching a record high.

Easing tensions in Iran drive Asia-Pacific stock markets higher; the Nikkei surpasses 62,000 for the first time, reaching a record high.

The hope of ending the US-Iran war is expected to boost global risk appetite, combined with US stocks closing at historic highs on Wednesday. The Asia-Pacific markets broadly rose on Thursday, with Japan leading the gains after returning from holiday. According to CCTV News, US sources indicated that on the