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"ASIC giant" Marvell posts record quarterly revenue and raises guidance consecutively; CEO says the data center business is "on fire."

"ASIC giant" Marvell posts record quarterly revenue and raises guidance consecutively; CEO says the data center business is "on fire."

``` Record revenue and sharply raised guidance—Marvell delivered a rather impressive report card. After the US market close on May 27th, AI custom chips, optical communications, and data center interconnect leader Marvell released its FY2027 Q1 financial report and held an earnings conference call. The data center business continues to

Big investors are short on cash too! Abu Dhabi sovereign wealth fund sells off billions of dollars in U.S. stock holdings

Big investors are short on cash too! Abu Dhabi sovereign wealth fund sells off billions of dollars in U.S. stock holdings

``` Abu Dhabi sovereign funds are intensively selling off their holdings, cashing out billions of dollars at market highs. This Tuesday, Mubadala Investment Company cashed out about $1.9 billion by selling shares in the chip manufacturer GlobalFoundries through block trades. Abu Dhabi Investment Authority (ADIA) cashed out $273 million through

"‘Copper tariff’ trading returns, global copper market sees another surge of ‘rushing shipments to the US’"

"‘Copper tariff’ trading returns, global copper market sees another surge of ‘rushing shipments to the US’"

The copper market is repeating last year's script. On May 27, according to Bloomberg, as expectations for copper import tariffs by the Trump administration heat up again, global copper traders are once again focusing on inventories around the world, racing to ship the metal to the United States.

Wallstreetcn Morning Brief FM-Radio | May 28, 2026

Wallstreetcn Morning Brief FM-Radio | May 28, 2026

``` Huajian Morning Voice Please upgrade to the latest version of the Jianwen app in order to successfully listen to the following audio. Market Overview Signals of US-Iran agreement stir market nerves, US stocks limited in rally. After the White House denied Iranian media reports of a US-Iran framework agreement, S&

Federal Reserve Governor Cook: I am prepared to raise interest rates if inflation does not ease.

Federal Reserve Governor Cook: I am prepared to raise interest rates if inflation does not ease.

``` Federal Reserve Governor Lisa Cook issued a hawkish signal, stating that if the process of cooling inflation does not proceed as expected, she is prepared to raise interest rates. Speaking at an event at Stanford University on Wednesday, Cook said she currently favors keeping rates unchanged and expects inflation to

Robinhood launches AI agent feature, allowing customers to authorize AI to trade and make card payments autonomously.

Robinhood launches AI agent feature, allowing customers to authorize AI to trade and make card payments autonomously.

``` Robinhood Markets is upgrading the role of AI agents from "advisors" to "executors." Users can now delegate stock trading and credit card spending decisions directly to AI tools, marking the latest move by financial institutions in the AI application race. Robinhood announced a new feature allowing

Meta relies on subscriptions to "recover"? Launches paid AI chatbot service, stock price rises over 3% intraday.

Meta relies on subscriptions to "recover"? Launches paid AI chatbot service, stock price rises over 3% intraday.

As the AI arms race continues to escalate with ever-increasing spending, Meta has finally begun to directly monetize "AI traffic." On Wednesday the 27th, Eastern US time, Meta announced the official launch of its subscription system covering Meta AI, Instagram, Facebook, and WhatsApp, hoping to establish a new