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``` The extreme volatility of the South Korean stock market is profoundly reshaping the risk map for technology investors in Japan and around the globe through an invisible chain. John Joyce, Managing Director and trader at Goldman Sachs, pointed out in the latest internal report that with the explosive growth of

``` The global surge in memory prices is turning into a legal storm. The three chip giants—Samsung, SK Hynix, and Micron—who control the global DRAM market, faced a class-action lawsuit in a U.S. federal court last week. They are accused of using the strategic shift toward AI high-bandwidth

Author | Huang Yu Recently, embodied intelligence company Zhipingfang completed a series of new financings, with total financing reaching nearly 5 billion RMB (about 700 million USD). Wallstreetcn has learned that following this round of new funding, Zhipingfang's valuation has risen to over 20 billion RMB. IT Juzi statistics

Samsung and SK Hynix’s massive spending plans have sparked investor concerns, weighing on Asian markets on Monday. Meanwhile, reports suggest that the US and Iran have agreed to stop mutual attacks after an escalation over the weekend, boosting US stock futures. The Korea Composite Stock Price Index later saw

``` The U.S. stock market is undergoing a structural rebalancing. Tech giants and semiconductor stocks have experienced their biggest weekly pullback since last year's "Tariff Day", while small-cap stocks, biotech, and airline/travel sectors have strengthened against the trend, with increasingly clear signals of market rotation.

``` After the close on June 24, Micron delivered the most explosive quarterly report in the history of human memory chips: revenue of $41.46 billion, up 346% year-on-year; gross margin of 84.9%; EPS of $25.11, nearly 24% higher than market expectations. Sixteen strategic customer agreements locked in about

``` The debate on the sustainability of AI capital expenditures is playing out in the markets. Goldman Sachs hedge fund business head Tony Pasquariello warns that this month, core hyperscale cloud computing enterprises have suffered their worst single-month decline since Meta’s IPO. The market is sending a clear signal through