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Nvidia challenger Cerebras races toward IPO: priced at $115-125, aiming for a valuation of up to $26.6 billion

Nvidia challenger Cerebras races toward IPO: priced at $115-125, aiming for a valuation of up to $26.6 billion

``` Another heavyweight player in the AI chip sector is about to hit the public market. Nvidia’s competitor Cerebras Systems has officially launched its IPO roadshow, marking the largest pure AI chip company IPO in recent times, as well as an important indicator for gauging market enthusiasm for AI infrastructure

A surge of 90% in one year, the aluminum "black hole" hits the US auto industry, Ford becomes the biggest victim!

A surge of 90% in one year, the aluminum "black hole" hits the US auto industry, Ford becomes the biggest victim!

``` The American automotive industry is currently facing a supply crisis triggered by a soaring aluminum price; multiple factors are eroding carmakers’ profits, shrinking dealer inventories, and threatening this summer’s peak sales season. According to the Wall Street Journal on Sunday local time, sources revealed that Ford Motor Company has

Goldman Sachs: Optimistic about a rebound in profits for hog and fertilizer industries in the second half of the year.

Goldman Sachs: Optimistic about a rebound in profits for hog and fertilizer industries in the second half of the year.

``` On May 1st, Goldman Sachs released an annual report overview of China’s agriculture sector (covering 13 stocks across four main areas: live pigs, seeds, feed and additives, and fertilizers). The core judgment is: results for 2025 and Q1 2026 are generally weaker than expected, but the profit outlook for

Iran launches missiles to repel US troops; new control map of the Strait of Hormuz released simultaneously

Iran launches missiles to repel US troops; new control map of the Strait of Hormuz released simultaneously

``` On May 4, according to CCTV International News and Iran's Fars News Agency, a US warship today (May 4) ignored Iran's warning and attempted to approach and enter the Strait of Hormuz. Iran fired two missiles at it. The ship turned around and returned. According to

Micron CEO: AI is just beginning, but memory is already insufficient. This year, DRAM and NAND demand may consume over half the market.

Micron CEO: AI is just beginning, but memory is already insufficient. This year, DRAM and NAND demand may consume over half the market.

``` The demand for AI-driven DRAM and NAND is expanding at a pace that surpasses the industry's supply capabilities. Based on current trends, this demand is expected to account for over 50% of the total addressable market (TAM) of the memory industry this year—and according to analysts, the

AI is driving an upgrade in production capacity! Samsung and SK Hynix sign long-term contracts to secure supply, memory prices may be pushed up by "contractualization".

AI is driving an upgrade in production capacity! Samsung and SK Hynix sign long-term contracts to secure supply, memory prices may be pushed up by "contractualization".

``` Long-term supply agreements are becoming a driver that pushes prices higher, rather than simply stabilizing market fluctuations. Driven by AI demand, Samsung Electronics and SK Hynix are increasing their efforts for multi-year supply agreements (LTA). Major customers are willing to pay a premium to secure capacity, while those without contracts

Doubao tests paid version, three-tier subscription revealed, AI enters the "tiered pricing" era.

Doubao tests paid version, three-tier subscription revealed, AI enters the "tiered pricing" era.

ByteDance's AI product Doubao has officially taken a key step toward commercialization. Its App Store page recently displayed a notice about paid version services, revealing three subscription tiers with the highest priced at 500 yuan per month. This development has sparked widespread discussion about whether the "free