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European Aviation Industry: If the Strait of Hormuz cannot be fully reopened within three weeks, aviation fuel will face a "systemic" shortage.

European Aviation Industry: If the Strait of Hormuz cannot be fully reopened within three weeks, aviation fuel will face a "systemic" shortage.

``` The European aviation industry is approaching a critical point of a fuel crisis. The industry association representing EU airports has issued a warning: if the Strait of Hormuz cannot resume stable passage within three weeks, Europe will face a “systemic” shortage of aviation fuel, with the peak summer travel season

U.S. bank stock earnings season is here: Geopolitical conflicts and private credit risks are mounting—can valuations recover?

U.S. bank stock earnings season is here: Geopolitical conflicts and private credit risks are mounting—can valuations recover?

After the worst quarterly start in years for U.S. bank stocks, the upcoming earnings reports are expected to serve as a catalyst for a valuation recovery. Amid ongoing conflict in the Middle East and credit market risk disruptions, Wall Street banking giants have seen their stock prices post their

U.S. CPI rose 3.3% year-on-year in March, and core CPI rose 2.6% year-on-year.

U.S. CPI rose 3.3% year-on-year in March, and core CPI rose 2.6% year-on-year.

``` On Friday, the U.S. Bureau of Labor Statistics (BLS) released the following data: U.S. March CPI year-on-year: 3.3%, expected: 3.4%, previous: 2.4%U.S. March CPI month-on-month: 0.9%, expected: 0.9%, previous: 0.3%U.S. March core CPI year-on-year: 2.6%, expected: 2.

BofA Hartnett: The commodity bull market will last for years, "Whoever controls the resources will win the AI race"!

BofA Hartnett: The commodity bull market will last for years, "Whoever controls the resources will win the AI race"!

``` Michael Hartnett, Chief Investment Strategist at BofA Securities, believes: Against the backdrop of geopolitical turmoil and the AI arms race, commodities will replace stocks and become the biggest winner in the "everything except bonds is buyable" trade for the remainder of this decade, with the bull market expected

March AI Battle Report: Claude's global daily active users surged by 848%, Gemini increased more than threefold, ChatGPT's growth slowed down.

March AI Battle Report: Claude's global daily active users surged by 848%, Gemini increased more than threefold, ChatGPT's growth slowed down.

**The divergence in the AI traffic landscape intensified in March. Claude emerged as a dark horse, while Google Search’s foundation remains solid.** On April 9, BofA Securities released a report analyzing March’s AI traffic landscape based on data from Similarweb, Sensor Tower, and Statcounter. The data shows: **Claude’

ASE launches its largest expansion ever: six new factories debut this year, with CPO mass production starting simultaneously.

ASE launches its largest expansion ever: six new factories debut this year, with CPO mass production starting simultaneously.

``` The world's largest semiconductor packaging and testing company, ASE Holdings, is advancing the largest capacity expansion in its history. According to media reports on the 10th, the company will begin construction of six new plants globally this year, with capital expenditure originally set at $7 billion and still

Lumentum, the optical module giant: Able to sell out all production capacity for the next three years in just two quarters.

Lumentum, the optical module giant: Able to sell out all production capacity for the next three years in just two quarters.

``` The demand for optical interconnection brought by AI data centers is pushing upstream production capacity to its limits. Lumentum, the global leader in optoelectronic devices, stated that large American tech companies are accelerating their procurement of optical components, and the company may sell out its entire production capacity up to