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Iren, Hut, and Nebius surged across the board, with Nvidia leading the way in spending, as tech giants pour massive orders into "AI Cloud."

Iren, Hut, and Nebius surged across the board, with Nvidia leading the way in spending, as tech giants pour massive orders into "AI Cloud."

``` The new wave of computing power arms race is reshaping the landscape of cloud computing, and the "neocloud" track is seeing intensive catalysts. Overnight, shares of IREN and Hut 8 both jumped sharply, rising over 19% and 10% respectively, as both companies announced large AI cloud computing contracts

The stock price has halved, but analysts still predict a 130% rise—why are Kioxia bulls undeterred?

The stock price has halved, but analysts still predict a 130% rise—why are Kioxia bulls undeterred?

``` Kioxia's stock price has dropped by more than half in about a month, but most analysts have chosen to stay put, and some have even raised their target prices. Their reasoning is simple: fundamentals haven’t changed; what’s dropped is sentiment and technicals. Kioxia Holdings closed at

UBS: After a historic sell-off, now is the time to gradually build positions in "momentum stocks."

UBS: After a historic sell-off, now is the time to gradually build positions in "momentum stocks."

``` UBS believes the sharp sell-off in momentum stocks may be nearing its end and suggests investors gradually rebuild positions in AI and semiconductor stocks. According to UBS prime brokerage data, hedge funds have trimmed their long positions in momentum and semiconductor stocks by about 5% of total market value, marking

Storage Risk: Can "Long-term Agreements" Really Be "Executed Long-term"?

Storage Risk: Can "Long-term Agreements" Really Be "Executed Long-term"?

``` A long-term contract on paper is both the business pillar of AI prosperity and potentially the hidden risk for the next round. The AI boom has spawned a wave of large-scale long-term supply contracts. Chip manufacturers, cloud computing companies, and AI developers are all using these to present "unprecedented

Imposing a 50% tariff on some Canadian products, the United States reopens the trade war!

Imposing a 50% tariff on some Canadian products, the United States reopens the trade war!

The United States once again wields the tariff stick against one of its most important trading partners, suddenly intensifying global trade friction risks. According to CCTV News, the White House issued a statement on July 20 (local time) announcing an additional 50% ad valorem tariff on certain Canadian products, citing

Trump announces a 50% tariff on certain Canadian goods, accusing them of trade discrimination.

Trump announces a 50% tariff on certain Canadian goods, accusing them of trade discrimination.

According to CCTV News, on July 20 local time, the White House issued a statement stating that the United States will impose an additional 50% ad valorem tariff on certain Canadian products in response to "Canada's discriminatory measures against the United States in automotive and auto parts

Forty percent more expensive than Rubin yet securing Microsoft’s full-stack order? AMD redefines AI chip competition with “pricing power” weeks ahead of product release.

Forty percent more expensive than Rubin yet securing Microsoft’s full-stack order? AMD redefines AI chip competition with “pricing power” weeks ahead of product release.

``` AMD's challenge against Nvidia's monopoly in data center GPUs is shifting from a low-cost replacement strategy to a pricing power narrative. WallstreetCN reports that on July 20, Microsoft will deploy AMD’s Helios rack-level solution on its Azure cloud platform to power cutting-edge AI inference workloads.