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推特观点
An extensive network of former SpaceX employees turned startup founders—many of whom have their own outer space ambitions—expect the IPO will boost their companies’ fortunes, too. Full story:
Deals: AirPods Pro 3 hit best price ever at $179, MacBook Pro $300 off, Series 11 $130 off, more https://t.co/YmvDFs6pQU by @justinkahnmusic
The United Nations nuclear watchdog censured Iran over failing to account for its stockpile of near-bomb-grade uranium, potentially escalating its military confrontation and diplomatic standoff with the Trump administration
The Apple Watch Series 11 is back to its best price
Anthropic's boss said he doesn’t know what role his artificial intelligence model played in a missile strike that killed an estimated 120 children at an elementary school in Iran
An option trade to play the volatility in oil prices as Middle East tensions persist
指数 / 风险
Self-driving freight truck technology company Einride rose significant in its first day of trading on the Nasdaq after a SPAC deal.
Nasdaq 100 Index Turns Positive: US Inflation Hits Three-Year High, Why Can Tech Stocks Defy the Trend? TradingKey
Will META Reclaim $700 in 2026? Meta Platforms Stock Forecast WEEX
The Google Nest Cam with Floodlight is marked down to $179.99 ($100 off) at multiple retailers, including Amazon, Best Buy, Home Depot, and directly from Google. This weather-resistant outdoor camera captures 1080p video across a 130-degree diagonal field of view, with snappy notifications and great customization options. Even without a subscription, the camera can store […]
Violent threats against lawmakers have also surged on Facebook.
Decart is launching Oasis 3, a real-time world model that generates photorealistic driving environments for autonomous vehicle testing, now available via API for developers to build on.
KLA Corp., Lam Research, Applied Materials, ASML in focus as Cantor ups price targets (KLAC:NASDAQ) Seeking Alpha
Google and Blackstone to launch AI cloud venture backed by $5 billion investment as shares gain (GOOGL) MSN
AAPL (Apple) Falls After WWDC 26 as Siri AI Faces Upgrade-Cycle Test MEXC
Apple Posts Record March Quarter Earnings and Boosts Stock Buybacks HarianBasis.co
The 168-megawatt facility will support Meta's global AI computing needs and can be expanded over time.
SMH ETF investors: Watch hyperscaler capex guidance at July earnings calls MSN
AI accelerators, GPU clusters, model training, inference, cloud capex.
Lithography, deposition, etch, metrology, advanced packaging equipment.
DRAM, NAND, HBM supply, pricing and AI memory bottlenecks.
TSMC, advanced nodes, CoWoS, substrates, export controls and capacity.
Apple, Android, PC, AR hardware, smartphone and device supply chain.
Cloud AI, copilots, enterprise software, model platforms and developer tools.
Rates, mega-cap earnings, Nasdaq flows, options, valuation and macro pressure.
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