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Wall Street News Breakfast FM-Radio | March 12, 2026

Wall Street News Breakfast FM-Radio | March 12, 2026

``` Huajian Morning Voice All listeners, please upgrade to the latest version of the Jianwen app to successfully access the following audio. Market Overview Major US inflation data was relatively moderate. The IEA announced a record release of crude oil reserves, but this failed to boost market sentiment. Trump sought to

Despite concerns over the Middle East situation, CEOs of major US corporations remain increasingly confident about the economy, reaching the highest level in over a year.

Despite concerns over the Middle East situation, CEOs of major US corporations remain increasingly confident about the economy, reaching the highest level in over a year.

Despite global economic uncertainty, the Iran war has pushed up energy prices and triggered market turmoil, but the confidence of CEOs of large American corporations strengthened in the first quarter. According to a survey released on Wednesday, the CEO Economic Outlook Index by the Business Roundtable rose 9 points to

U.S. Department of Justice's investigation into Powell takes a turn? Chief prosecutor has been replaced.

U.S. Department of Justice's investigation into Powell takes a turn? Chief prosecutor has been replaced.

``` On Wednesday, according to media reports, the highest-ranking Republican on the U.S. Senate Banking Committee stated that the "chief prosecutor" responsible for the criminal investigation of Federal Reserve Chair Jerome Powell at the Department of Justice has been replaced, and this change may signal a significant development

OFC 2026 Preview: How Silicon Photonics and CPO Will Reshape the Next Generation AI Interconnect System

OFC 2026 Preview: How Silicon Photonics and CPO Will Reshape the Next Generation AI Interconnect System

``` Optical interconnects are becoming the most critical bottleneck and opportunity in AI infrastructure. As the OFC 2026 exhibition is about to open in Los Angeles this month, the global optical communications industry will showcase the latest advancements in next-generation connectivity technology. Driven by strong bandwidth demands in AI data centers,

Private credit crisis intensifies? JPMorgan takes the lead in "cutting" loan limits, a huge $1.8 trillion shock imminent

Private credit crisis intensifies? JPMorgan takes the lead in "cutting" loan limits, a huge $1.8 trillion shock imminent

The pressure in the private credit market is spreading from within the industry to the traditional banking system. JPMorgan Chase has imposed restrictions on the financing provided to private credit institutions, a move seen by the market as a reassessment by Wall Street’s big banks of their exposure to

Report: AMD's Lisa Su to hold a private meeting with Lee Jae-yong next week, possibly securing Samsung HBM supply

Report: AMD's Lisa Su to hold a private meeting with Lee Jae-yong next week, possibly securing Samsung HBM supply

``` AMD CEO Lisa Su plans to visit South Korea next week to meet with Samsung Electronics Chairman Jay Y. Lee, with the agenda focused on collaborating on the supply of high-bandwidth memory (HBM), essential for AI chips, reflecting the fierce competition among tech giants to secure AI memory resources. According

AI computing power arms race escalates! NVIDIA invests $2 billion in AI cloud company Nebius to jointly build artificial intelligence data centers.

AI computing power arms race escalates! NVIDIA invests $2 billion in AI cloud company Nebius to jointly build artificial intelligence data centers.

``` Nvidia steps in again, strategically investing $2 billion to strengthen its position in the AI infrastructure sector. On March 11, Bloomberg reported that Nvidia will invest $2 billion in Dutch AI cloud computing company Nebius Group NV; the two parties will jointly design, build, and operate AI data centers. According