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AI trading leads U.S. stock rebound, Nvidia "ten consecutive gains"

AI trading leads U.S. stock rebound, Nvidia "ten consecutive gains"

``` Capital flows back into the AI sector, chip stocks strengthen across the board, institutions optimistic about the medium-term outlook for semiconductors. On Tuesday, April 14th, Nvidia rose nearly 4%, marking ten consecutive trading days of gains—the longest streak since November 14, 2023—with a cumulative increase of 18.97%

After the blockade was implemented, the US military claimed that "no ships broke through," but a British maritime analysis company reported that seven ships passed through the Strait of Hormuz.

After the blockade was implemented, the US military claimed that "no ships broke through," but a British maritime analysis company reported that seven ships passed through the Strait of Hormuz.

``` After the United States imposed a blockade on vessels entering and leaving Iranian ports, the commercial navigation situation in the Strait of Hormuz has become highly complex. The U.S. military emphasizes that its blockade against Iran has not been breached, while data from maritime analysis organizations and media reports

Rare! Bessent: Need to "wait and see" before understanding the Fed's rate cut

Rare! Bessent: Need to "wait and see" before understanding the Fed's rate cut

U.S. Treasury Secretary Bessent made a rare endorsement for the Federal Reserve’s decision to hold rates steady, marking a clear shift from his previous stance of pushing for rapid rate cuts. Speaking at the Semafor World Economy Conference in Washington on Tuesday, Bessent said it was “the right

It's set: Walsh is about to appear, on the same day as the Iran negotiation deadline. Coincidence or fate?

It's set: Walsh is about to appear, on the same day as the Iran negotiation deadline. Coincidence or fate?

``` On April 21, the Iran ceasefire agreement expires. On the same day at 10 a.m., Kevin Warsh will sit at the Senate Banking Committee hearing. For the past two weeks, markets have been calibrating oil and equities with the progress of Iran negotiations. WTI recently dropped from a stage

Meta and Broadcom deepen chip collaboration; Broadcom CEO leaves Meta board to become advisor.

Meta and Broadcom deepen chip collaboration; Broadcom CEO leaves Meta board to become advisor.

``` Broadcom and Meta announced on Monday an expanded multi-generation strategic partnership, providing underlying technological support for the large-scale deployment of Meta's custom AI chips. The agreement has been extended to 2029, marking a new stage of deep binding between the two tech giants in the AI infrastructure sector.

Anthropic "launches new products" again, possibly releasing the flagship model Opus 4.7 and AI design tool this week.

Anthropic "launches new products" again, possibly releasing the flagship model Opus 4.7 and AI design tool this week.

``` According to reports from tech media on Tuesday, June 14, Eastern Time, insiders say OpenAI's rival Anthropic is preparing to launch its next-generation flagship model, Claude Opus 4.7, along with an AI-powered design tool that could debut as early as this week. Sources reveal that Claude Opus

Google advances diversification of chip suppliers, enters talks with Marvell for TPU customization and inference chip development.

Google advances diversification of chip suppliers, enters talks with Marvell for TPU customization and inference chip development.

``` Google is in negotiations with semiconductor company Marvell Technology regarding custom Tensor Processing Units (TPUs), and is exploring the possibility of developing dedicated chips for large model inference. This move, coupled with Marvell’s previous $2 billion strategic cooperation agreement with Nvidia, has made Marvell’s position in the custom