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Intel Foundry--The Last "Window of Opportunity"

Intel Foundry--The Last "Window of Opportunity"

``` Recently, Silicon Valley chip engineer Damnang2 published an in-depth analysis titled “Intel Foundry: the Last Chance” on social media X. The analysis points out that Intel's foundry business is at a critical crossroads. Despite Intel's aggressive bets on the technology roadmap, attempting to reshape the landscape

A quick read on the global market from 2026 to now: What’s rising? Why isn’t the US stock market performing? Will this trend continue?

A quick read on the global market from 2026 to now: What’s rising? Why isn’t the US stock market performing? Will this trend continue?

Goldman Sachs believes the economic cycle is still early, but some targets are overpriced; they expect AI and technology stocks to fluctuate at high levels, with capital continuously flowing toward "cheap" cyclical assets. Investors should be cautious with high-valuation sectors and embrace emerging markets and old economy sectors

Learning from Nvidia's boost to chip sales, AMD provides guarantees for loans to "AI cloud".

Learning from Nvidia's boost to chip sales, AMD provides guarantees for loans to "AI cloud".

``` AMD is using financial "guarantees" to accelerate AI chip shipments in order to catch up with Nvidia's leading advantage in data center AI chips. According to The Information, citing sources, AMD will provide substantial collateral for a $300 million loan to data center and cloud services

"First year of the 'tariff war' yields little effect! U.S. imports and goods trade deficit both hit record highs last year."

"First year of the 'tariff war' yields little effect! U.S. imports and goods trade deficit both hit record highs last year."

In the first year of the U.S. sharply raising tariffs, imports did not fall but instead rose, and the goods trade deficit reached a record high, indicating that tariffs have limited effect on narrowing the trade gap. According to data released by the U.S. Department of Commerce on

Walmart's fourth-quarter financial report exceeded expectations, but its profit guidance fell short. The CEO said, "Low-income families in the United States can only barely make ends meet."

Walmart's fourth-quarter financial report exceeded expectations, but its profit guidance fell short. The CEO said, "Low-income families in the United States can only barely make ends meet."

``` Despite strong holiday shopping season sales propelling Walmart’s fourth-quarter revenue and profit above Wall Street expectations, this has not masked concerns about its future profitability in the market. According to LSEG data, Walmart expects adjusted earnings per share for the current fiscal year to be between $2.75 and

Wall Street News Breakfast FM-Radio | February 20, 2026

Wall Street News Breakfast FM-Radio | February 20, 2026

``` Huajian Morning Voice Please update to the latest version of the Jianwen APP in order to listen to the following audio successfully. Market Overview Technology stocks dragged down US stocks, ending the two-day winning streak for the three major US indices. Financial sector led declines in the S&P

Trump camp's staunch advocates for interest rate cuts wavering? Fed Governor Milan: Improvements in the labor market could mean fewer rate cuts this year.

Trump camp's staunch advocates for interest rate cuts wavering? Fed Governor Milan: Improvements in the labor market could mean fewer rate cuts this year.

Milton, a staunch supporter of rate cuts and a close associate of Trump on the Federal Reserve Board: Improvements in the U.S. labor market may allow for fewer rate cuts this year. Risk Warning and DisclaimerThe market carries risks, and investment requires caution. This article does not constitute personal