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Why ASML and TSMC Are the Two Best Ways to Play the AI Memory Boom Without the Cyclical Risk

Micron Surges After UBS Upgrade, But Analyst Split Hints at Growing Risk

Apr 8, 2026

Technology

AI Security Darling CrowdStrike Splits 4 for 1 — Can It Fix Its Profitability Problem?

Anthropic’s Claude Model Exposes Systemic Vulnerabilities, Forcing Tech Giants Into Unprecedented Defensive Alliance

Apr 8, 2026

Technology

重金布局能源,谷歌47.5亿美元收购Intersect

Citi Bullish on AMD and Analog Devices, Sees Resilience in Apple Supply Chain

Apr 7, 2026

Technology

Burry Shorts AI Chip Sector, Targeting Nvidia, AMD and Micron

Intel Joins Musk’s Terafab. Is It Enough to Fix a $7 Billion Problem?

Apr 7, 2026

Technology

为何现金充裕却要筹资?阿里巴巴的AI雄心获市场投票

NVIDIA’s P/E Ratio Falls Below S&P 500 for First Time in a Decade,  Opportunity or Risk?

Apr 6, 2026

Technology

Energy Transfer在AI浪潮下的投资价值分析

Faster Growth Than Nvidia? These Two Tech Companies Achieved It

Apr 1, 2026

Technology

Marvell Tapped for S&P 500: Can the AI Chip Rival Emerge as the Next Nvidia?

Nvidia Invests in a “Competitor”—What Does Marvell Hold That the AI Giant Needs?

Mar 31, 2026

Technology

跌破150美元的英伟达,现在是买入时机吗?

NVIDIA’s Stock Drops Over 11% This Year, Flashing a Decade-Unseen Valuation Signal 

Mar 30, 2026

Technology

Bitcoin Breaks Below $60,000 — Has the Cycle Bottom Arrived?

Micron and Sandisk Plunge: Is Google’s TurboQuant Algorithm Really That Scary?

Mar 30, 2026

Technology

Abel Exited, Earnings Loom: Is UnitedHealth Still a Buy?

Micron’s Explosive Earnings Blowout: Why Wall Street Missed the Mark Completely

Mar 29, 2026

Technology

Gold, Silver, Copper Surge as Safe-Haven Demand Converges with Supply Shocks

Correction as Opportunity? Multiple Institutions Advise a “Steady” Approach to Entering the U.S. Stock Market

Mar 27, 2026

Consumer Goods, Financial Service, Technology

美国银行发布一份正面报告,英特尔、博通和台积电股票大涨

From NVIDIA to Broadcom, the AI Chip Battlefield Is Ablaze with Competition

Mar 26, 2026

Consumer Goods, Technology

五年十倍增长?透视SoundHound AI的高估值与高潜力

Retail Investors Reduce Nvidia Holdings for the First Time; Historical Patterns Suggest a Rebound May Be Approaching?

Mar 26, 2026

Technology

Chips and AI Are So Passé, It’s Time to Embrace Value and Dividends

Intel Jumps 8%, Arm Soars 18% as Chip Stocks Rally on Easing Iran Tensions, AI Demand

Mar 25, 2026

Technology

在估值争议中前行:英伟达的挑战与机遇

Following the Apple ecosystem model, how is NVIDIA reshaping its investment thesis?

Mar 24, 2026

Technology

Marvell and Micron: Can These AI Chip Stocks Still Be Chased after Triple-Digit Surges?

Arm’s First In-House AI Chip Arrives. Can the Stock Follow Nvidia’s Playbook?

Mar 24, 2026

Technology

特斯拉股价本周大涨,利好消息有不少

Tesla’s In-House Chip Factory TeraFab May See Capital Expenditure Far Exceeding Expectations

Mar 23, 2026

Technology

英伟达股价飙升1400%后,投资者是否还有机会?

Huang Renxun Signals $1 Trillion Demand, Three AI Leader Stocks Poised for Revaluation

Mar 23, 2026

Technology

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