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CoreWeave获Meta千亿订单,估值飙升背后的机遇与挑战

Billion-Dollar Backlog Cannot Mask CoreWeave’s Short-Term Growing Pains as Market Worries About Execution Risks

May 8, 2026

Technology

为何台积电是AI时代的核心持仓?

Wall Street Capital Shifts to “Second-Tier” Hardware Companies as Bubble Risks Rise 

May 8, 2026

Technology

Musk Doubles Down on Nvidia in Exclusive Chip Bet—Nvidia Pops 4%, SpaceX Drops 12%

Micron and Sandisk: A Comparison of Two Red-Hot AI Storage Plays

May 8, 2026

Technology

AI Capex Squeeze: MSFT, AMZN, GOOGL Cash Burn Mounts

May 8, 2026

Technology

8 China AI chip plays to watch after Kunlunxin’s filing

May 8, 2026

Technology

Taiwan AI rally gets policy turbocharge

May 8, 2026

Technology

Anthropic nears $1T as revenue surges; NVDA, MSFT in focus

May 8, 2026

Technology

瑞银调查:英伟达、微软和OpenAI是人工智能领域的主要赢家

Anthropic Plans to Raise $50 Billion, Aiming to Surpass OpenAI

May 8, 2026

Technology

特斯拉遇冷,现在应该买入该股吗?

Tesla’s China Sales Rise for Sixth Straight Month, Major Shift in Profit Model Brewing

May 7, 2026

Technology

Meta股价因AI广告创新大涨,2026年将全面推出AI广告工具

Should Investors Take Action as Meta Ranks Lowest in Valuation Among the “Magnificent Seven”?

May 7, 2026

Technology

AI浪潮下的内存巨头,能否再创三年涨319%奇迹?

U.S. Productivity Continues to Rise, Supporting the Investment Logic for AI

May 7, 2026

Consumer Goods, Technology

Dividend Halved, Stock Halved: Canada’s BCE Bets on AI for Tomorrow

Up 170% in 2026: Has Intel’s Stock Rally Gone Too Far?

May 7, 2026

Technology

Taiwan inflation quickens as energy costs bite

May 7, 2026

Technology

Coinbase (COIN) cuts 14 percent staff in AI pivot before Q1

May 7, 2026

Technology

业绩与指引双双超预期,Credo成华尔街新宠

“Buy Chip Stocks That Haven’t Doubled Yet”? A Simple Stock-Picking Method Proposed by a Wall Street Firm Draws Attention

May 6, 2026

Technology

星链性能再提高,SpaceX达成重要合作

Holding Hands with Musk’s SpaceX, Anthropic Secures Over 300 Megawatts of Computing Power

May 6, 2026

Technology

Arm与英伟达深化合作,重塑AI芯片生态

Stock First Rises Then Falls Despite Strong Earnings Report, Arm Faces Weak Phone Market and AI Opportunities

May 6, 2026

Technology

Three Consumer Giants Hit All-Time Highs as Tech Stocks Extend Retreat

After a 74% April Surge, AMD’s Earnings Blowout Confirms the Rally Is No Fluke

May 6, 2026

Technology

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