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Iran says the preconditions for negotiations with the US are an end to hostilities and the lifting of the blockade. Trump says he is not in a hurry to resolve the conflict and will consider the red line for stopping the war while on the plane.

Iran says the preconditions for negotiations with the US are an end to hostilities and the lifting of the blockade. Trump says he is not in a hurry to resolve the conflict and will consider the red line for stopping the war while on the plane.

The situation remains tense after the ceasefire between the US and Iran, with disagreements over restarting negotiations becoming increasingly apparent. Iran has put forward multiple preconditions, firmly stating it will not participate in new talks until they are met; Trump says he is not in a hurry to resolve the

South Korean customs data reveals monthly surge in storage prices: SSDs soar by 63%, HBM rises by 19%

South Korean customs data reveals monthly surge in storage prices: SSDs soar by 63%, HBM rises by 19%

``` The latest customs import and export data from South Korea shows that DRAM and NAND flash memory prices have experienced sharp jumps within a single month, reflecting a structural supply-demand imbalance in the global storage market driven by AI demand. Among them, NAND flash product prices surged 63.1% month-on-month,

What does the April CPI mean? "New Fed Mouthpiece": Rate cuts are no longer a 2026 story, Waller is in trouble.

What does the April CPI mean? "New Fed Mouthpiece": Rate cuts are no longer a 2026 story, Waller is in trouble.

US April CPI inflation rose more than expected, dampening market hopes for Fed rate cuts this year. Nick Timiraos, known as the "new Fed reporter," said the April CPI report will not change the Fed's basic hawkish or dovish stance, but if similar data persists in

Six consecutive months of increases! India's April CPI rises to 3.48%, input-driven energy inflation risks are building.

Six consecutive months of increases! India's April CPI rises to 3.48%, input-driven energy inflation risks are building.

``` Although India’s April inflation data was slightly better than market expectations, high oil prices and extreme weather are gradually eroding this “policy buffer,” making the Reserve Bank of India’s (RBI) June policy meeting face more complex trade-offs. According to data released by India’s Ministry of Statistics and

Oil price shock combined with AI dividends pushes South Korea’s 10-year government bond yield above 4%, fueling market expectations of a rate hike.

Oil price shock combined with AI dividends pushes South Korea’s 10-year government bond yield above 4%, fueling market expectations of a rate hike.

``` The yield on South Korea’s benchmark government bonds has broken through a key psychological threshold, and the bond market is undergoing significant repricing. According to Bloomberg, the yield on South Korea’s 10-year government bonds rose 11 basis points to 4.06%, marking the first time it has surpassed

SoftBank invests another $457 million! Graphcore receives heavy backing from Masayoshi Son, aiming for Artificial General Intelligence.

SoftBank invests another $457 million! Graphcore receives heavy backing from Masayoshi Son, aiming for Artificial General Intelligence.

``` SoftBank Group is accelerating its layout of AI hardware infrastructure, with its UK chip company Graphcore recently receiving a new round of significant funding. According to CNBC, filings submitted by Graphcore to the UK Companies Registry on April 10 show that the company issued an additional $457 million worth of

How it rises or falls! Amid the frenzy of AI options in the US stock market as a "double-edged sword," Nvidia's earnings report may become a market turning point.

How it rises or falls! Amid the frenzy of AI options in the US stock market as a "double-edged sword," Nvidia's earnings report may become a market turning point.

``` US stocks continue to rise amid an AI-driven options frenzy, but highly concentrated positions are accumulating risk. Market structure shows that around the May options expiry date, the technical forces supporting the rally may shift rapidly, and Nvidia’s earnings window could become a key point for the repricing of