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Google seeks to collaborate with Marvell to develop AI inference chips, accelerating its move away from dependence on Broadcom.

Google seeks to collaborate with Marvell to develop AI inference chips, accelerating its move away from dependence on Broadcom.

``` Google is seeking to partner with chip designer Marvell Technology to develop two new chips customized specifically for AI inference workloads. This move represents Google's latest effort to systematically reduce its reliance on long-term partner Broadcom and reflects the surging demand for inference chips in the AI industry.

Goldman Sachs traders: The U.S. stock market is already prepared for a pullback this week.

Goldman Sachs traders: The U.S. stock market is already prepared for a pullback this week.

``` Last Friday, the S&P 500 hit a new all-time high, and Goldman Sachs’ trading desk immediately issued a warning—the current rally has pushed the market to the threshold of a correction. John Flood, Goldman Sachs’ Head of U.S. Trading, wrote in his weekend client report that

"With the 'ceasefire deadline' approaching, Iran closes the strait again, the US seizes a ship for the first time, and both sides are seeking 'bargaining chips' for negotiations."

"With the 'ceasefire deadline' approaching, Iran closes the strait again, the US seizes a ship for the first time, and both sides are seeking 'bargaining chips' for negotiations."

``` The deadline for the two-week ceasefire agreement between the US and Iran is approaching, and military confrontation between the two sides has suddenly escalated in the Strait of Hormuz and surrounding waters. Iran announced renewed restrictions on strait shipping, while the US for the first time used force to seize

Unbelievable rapid reversal! Since the end of March, a 20% rebound, Mag 7 leads US stocks to new highs

Unbelievable rapid reversal! Since the end of March, a 20% rebound, Mag 7 leads US stocks to new highs

``` Tech giants have made a strong comeback, pushing US stocks to new historic highs. Since the S&P 500 hit its low of 2026 on March 30, the tech giant sector represented by the Mag 7 has rebounded more than 20%, regaining about $4 trillion in market capitalization in

Memory crisis deepens: DRAM manufacturers expect to meet only 60% of demand before 2027, years of shortage may be inevitable

Memory crisis deepens: DRAM manufacturers expect to meet only 60% of demand before 2027, years of shortage may be inevitable

``` The explosive growth in AI computing power demand is pushing the global DRAM market into a prolonged supply crisis. The latest industry data shows that even if major manufacturers such as Samsung, SK Hynix, and Micron operate at full expansion, by the end of 2027 global DRAM supply will only

BofA Hartnett: The current U.S. stock rebound is turning into a "bull trap"

BofA Hartnett: The current U.S. stock rebound is turning into a "bull trap"

The Nasdaq index has set a record for the longest consecutive gains in over 15 years, technology stock ETFs have hit new weekly highs, but according to Bank of America Chief Investment Strategist Michael Hartnett, this rapid rebound that has excited investors may be evolving into a costly "bull

The Record-Breaking U.S. Stock Market’s False Foundation: How Long Can Two Major "One-Off" Factors Last?

The Record-Breaking U.S. Stock Market’s False Foundation: How Long Can Two Major "One-Off" Factors Last?

``` US stocks hit new record highs again this week, but the foundation supporting this rally is being questioned. The current surge in corporate earnings expectations is almost entirely driven by the one-off benefits of exploding AI chip demand and the Iran war—both of which are clearly temporary factors that