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Memory is crucial for AI CPUs? Korean media: DRAM shortage will continue for another year

Memory is crucial for AI CPUs? Korean media: DRAM shortage will continue for another year

``` AI inference architecture is reshaping the computing power landscape, and the surge in CPU memory demand is expected to drive the DRAM supply gap to persist until 2027. On May 2, according to Korean media Sedaily, as the focus of the AI industry shifts from training to inference, CPUs are

Bank of America’s Hartnett: The current U.S. stock rally is supported by fiscal policy and AI; if financing costs rise, the market may reverse.

Bank of America’s Hartnett: The current U.S. stock rally is supported by fiscal policy and AI; if financing costs rise, the market may reverse.

``` Bank of America’s Hartnett believes the current sustained rise in US stocks is being driven by massive government fiscal spending and AI investment, forming a self-reinforcing "boom loop." However, there is a clear breaking point in this cycle—if the bond market collapses and long-term Treasury yields

Two years ago, Goldman Sachs research head questioned “AI spending too much, earning too little,” now admits “got it wrong,” but says “the shovels are fully priced in, now bullish on the cloud.”

Two years ago, Goldman Sachs research head questioned “AI spending too much, earning too little,” now admits “got it wrong,” but says “the shovels are fully priced in, now bullish on the cloud.”

``` In June 2024, James Covello, Head of Research at Goldman Sachs, once raised a soul-searching question in a report: “Generative AI: Spending Too Much, Earning Too Little?”. Nearly two years later, in April 2026, James Covello admitted he had been “wrong,” personally “marking to market” the valuations. On May 3,

Goldman Sachs partner: "The 'AI narrative' dominates the market, but don't forget that 'the cloud giants have already allocated 100% of their cash flow to capital expenditure.'"

Goldman Sachs partner: "The 'AI narrative' dominates the market, but don't forget that 'the cloud giants have already allocated 100% of their cash flow to capital expenditure.'"

``` Goldman Sachs partners’ latest warning: AI investment narratives are once again dominating market pricing, but "cloud giants have already allocated 100% of their cash flow to capital expenditure," and market breadth continues to deteriorate, while momentum factor crowding is approaching a five-year high. On May 3, Goldman Sachs

Next week's major events: US Nonfarm Payrolls, China's imports and exports, AMD and leading optical module companies' earnings reports.

Next week's major events: US Nonfarm Payrolls, China's imports and exports, AMD and leading optical module companies' earnings reports.

``` Overview of Major Financial Events for the Week of May 4th - May 10th, all times are Beijing Time: In terms of economic data, on May 8, the US April non-farm employment numbers are released, with market expectations of slower job growth. If data is significantly below expectations, it will

Holdings near $20 billion! "Stablecoin giant" Tether "slows down" gold hoarding, but still bought 6 tons in the first quarter

Holdings near $20 billion! "Stablecoin giant" Tether "slows down" gold hoarding, but still bought 6 tons in the first quarter

Tether, the stablecoin giant, has slowed its expansion in the gold market, but hasn’t stopped. According to Tether’s latest quarterly report, the company added more than 6 tons of gold to its reserves in Q1, a significant slowdown compared to over 21 tons in the previous quarter. As

Here’s a condensed version of the 2026 Berkshire Shareholders Meeting — 500 words for all the highlights from four and a half hours.

Here’s a condensed version of the 2026 Berkshire Shareholders Meeting — 500 words for all the highlights from four and a half hours.

``` The 2025 Berkshire Hathaway Shareholders Meeting lasted about four and a half hours. The new CEO, Abel, discussed several hot topics, while 95-year-old Buffett sat in the front row and spoke, and CNBC conducted an exclusive interview with Buffett. Buffett said, market gambling sentiment is unprecedented, there is a lack