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``` The AI arms race is accelerating, and the bill is much bigger than the market anticipated. According to Chasing Wind Trading Desk, on April 29, BofA Securities released a semiconductor industry research report. Analyst Vivek Arya’s team, after the four major U.S. tech giants—Google (Alphabet), Microsoft, Amazon

Middle East conflict is spreading from oil prices to supermarket shelves. On April 30, global consumer goods giant Unilever announced that due to the Iran war driving up commodity prices and supply chain costs, the company will raise prices on some products, with the price increases focused on home care

``` U.S. stocks ended April strongly, with the appeal of corporate earnings and AI narratives overshadowing the shadows of war, inflation, and interest rates. On Thursday, the S&P 500 index rose 1% to a record high. For the entire month, the S&P 500 jumped 10% in

A foreign exchange intervention stirred up four markets: the dollar, oil prices, US Treasury bonds, and US stocks. On the night of April 30, Japan officially intervened in the foreign exchange market for the first time in two years. According to Reuters and other media citing informed sources, the Japanese

Goldman Sachs believes that amid the AI infrastructure construction boom, investors should shift their positions from chip stocks to cloud computing giants. On Thursday, Alphabet’s stock price surged 10% in a single day, with its market value increasing by $421 billion, marking the company’s largest single-day market value

``` The fundamental differences between Iran and the U.S. on the nuclear issue are intensifying the deadlock in negotiations between the two sides. On May 1 local time, according to a report by Xinhua News Agency, Iranian Foreign Ministry spokesperson Baghai made it clear in a TV program that it

``` The better the financial report, the harder the drop? On April 30 local time, US storage giants Western Digital and Sandisk released their third quarter results. Revenue, profit, and guidance all exceeded Wall Street expectations, with strong forward guidance for the next quarter. However, the market reaction was unexpected: both