https://dailyalpha.us/news/byd-faces-profit-squeeze-as-domestic-price-war-and-soaring-chip-costs-offset-record-exports-69f826f6700d1a268152b1d5 DailyAlpha en 2026-05-04T04:56:22.737Z BYD Faces Profit Squeeze as Domestic Price War and Soaring Chip Costs Offset Record Exports https://dailyalpha.us/news/chinese-robot-hand-maker-linkerbot-targets-dollar6-billion-valuation-aims-to-double-production-69f8269b700d1a268152b1d3 DailyAlpha en 2026-05-04T04:54:51.780Z Chinese Robot Hand Maker Linkerbot Targets $6 Billion Valuation, Aims to Double Production https://dailyalpha.us/news/nvidia-reportedly-accelerates-cpo-and-3d-stacking-adoption-for-future-feynman-gpus-69f8267d700d1a268152b1d1 DailyAlpha en 2026-05-04T04:54:21.122Z Nvidia Reportedly Accelerates CPO and 3D Stacking Adoption for Future 'Feynman' GPUs https://dailyalpha.us/news/us-stocks-rally-on-ai-capex-and-fiscal-stimulus-but-5percent-treasury-yield-looms-as-key-risk-69f8261f700d1a268152b1d0 DailyAlpha en 2026-05-04T04:52:47.383Z US Stocks Rally on AI Capex and Fiscal Stimulus, but 5% Treasury Yield Looms as Key Risk https://dailyalpha.us/news/ecb-signals-hawkish-pivot-prepares-for-swift-action-if-inflation-spreads-to-wages-69f81dc3700d1a268152af6e DailyAlpha en 2026-05-04T04:10:00.000Z ECB Signals Hawkish Pivot, Prepares for Swift Action if Inflation Spreads to Wages https://dailyalpha.us/news/usdjpy-flash-crashes-120-pips-amid-intervention-fears-during-japans-golden-week-holiday-69f81813700d1a268152af5f DailyAlpha en 2026-05-04T03:45:00.000Z USD/JPY Flash Crashes 120 Pips Amid Intervention Fears During Japan's Golden Week Holiday https://dailyalpha.us/news/japan-and-australia-solidify-energy-and-critical-minerals-axis-amid-heightened-supply-risks-69f800ab700d1a268152aa9f DailyAlpha en 2026-05-04T02:12:59.661Z Japan and Australia Solidify Energy and Critical Minerals Axis Amid Heightened Supply Risks https://dailyalpha.us/news/kai-successfully-launches-private-led-cas500-2-satellite-on-spacex-heralding-koreas-new-space-era-69f7fec7700d1a268152aa9d DailyAlpha en 2026-05-04T02:04:55.955Z KAI Successfully Launches Private-Led CAS500-2 Satellite on SpaceX, Heralding Korea's New Space Era https://dailyalpha.us/news/tsmc-revives-longtan-fab-plan-with-dollar19b-investment-to-meet-surging-ai-demand-69f7fe11700d1a268152aa79 DailyAlpha en 2026-05-04T02:01:53.852Z TSMC Revives Longtan Fab Plan with ~$19B Investment to Meet Surging AI Demand https://dailyalpha.us/news/bank-of-korea-signals-potential-rate-hike-amid-rising-inflation-and-growth-resilience-69f7f925700d1a268152a828 DailyAlpha en 2026-05-04T01:03:00.000Z Bank of Korea Signals Potential Rate Hike Amid Rising Inflation and Growth Resilience https://dailyalpha.us/news/ai-boom-triggers-ccl-crunch-in-korea-pcb-material-prices-skyrocket-75percent-lead-times-hit-six-months-69f7e52a700d1a268152a596 DailyAlpha en 2026-05-04T00:15:38.827Z AI Boom Triggers 'CCL Crunch' in Korea; PCB Material Prices Skyrocket 75%, Lead Times Hit Six Months https://dailyalpha.us/news/xais-gpu-fleet-shows-low-11percent-utilization-sparking-broader-industry-efficiency-concerns-69f7e328700d1a268152a54d DailyAlpha en 2026-05-04T00:07:04.755Z xAI's GPU Fleet Shows Low 11% Utilization, Sparking Broader Industry Efficiency Concerns https://dailyalpha.us/news/intels-advanced-packaging-yield-reportedly-exceeds-90percent-posing-as-viable-alternative-to-tsmc-69f7e0d2700d1a268152a54c DailyAlpha en 2026-05-03T23:57:06.433Z Intel's Advanced Packaging Yield Reportedly Exceeds 90%, Posing as Viable Alternative to TSMC https://dailyalpha.us/news/us-launches-project-freedom-to-escort-ships-through-strait-of-hormuz-pivoting-to-diplomacy-with-iran-69f7dd9f700d1a268152a2ec DailyAlpha en 2026-05-03T23:37:00.000Z US Launches 'Project Freedom' to Escort Ships Through Strait of Hormuz, Pivoting to Diplomacy with Iran https://dailyalpha.us/news/gamestop-prepares-takeover-bid-for-ebay-sending-shares-of-both-companies-soaring-69f7d57a700d1a268152a2e8 DailyAlpha en 2026-05-03T23:00:00.000Z GameStop Prepares Takeover Bid for eBay, Sending Shares of Both Companies Soaring https://dailyalpha.us/news/china-pushes-iran-for-us-talks-hedges-by-allowing-commercial-flows-amid-oil-crisis-69f7cec9700d1a268152a081 DailyAlpha en 2026-05-03T22:34:00.000Z China Pushes Iran for US Talks, Hedges by Allowing Commercial Flows Amid Oil Crisis https://dailyalpha.us/news/us-sends-amended-draft-to-iran-keeping-negotiations-alive-amid-strike-threats-69f7bf5f700d1a2681529e0f DailyAlpha en 2026-05-03T21:22:00.000Z US Sends Amended Draft to Iran, Keeping Negotiations Alive Amid Strike Threats https://dailyalpha.us/news/nvidias-rubin-platform-spurs-coexistence-of-cooling-tech-profit-focus-shifts-to-cpo-co-test-69f76b2d700d1a2681528fbd DailyAlpha en 2026-05-03T15:35:09.960Z NVIDIA's Rubin Platform Spurs Coexistence of Cooling Tech; Profit Focus Shifts to CPO Co-Test https://dailyalpha.us/news/samsung-restarts-8-inch-sic-foundry-targets-2028-mass-production-for-ai-and-power-demand-69f76acb700d1a2681528fbc DailyAlpha en 2026-05-03T15:33:31.219Z Samsung Restarts 8-inch SiC Foundry, Targets 2028 Mass Production for AI and Power Demand https://dailyalpha.us/news/softbank-to-produce-rare-metal-free-batteries-for-ai-data-centers-hedging-against-china-supply-risks-69f75e71700d1a2681528d52 DailyAlpha en 2026-05-03T14:40:49.894Z SoftBank to Produce Rare-Metal-Free Batteries for AI Data Centers, Hedging Against China Supply Risks https://dailyalpha.us/news/huawei-poised-to-dominate-chinas-ai-chip-market-eyes-dollar12b-revenue-in-2026-69f6e656700d1a2681527aa6 DailyAlpha en 2026-05-03T06:08:22.828Z Huawei Poised to Dominate China's AI Chip Market, Eyes $12B Revenue in 2026 https://dailyalpha.us/news/ai-chip-heat-war-shifts-to-coexistence-for-cooling-tech-profitability-seen-rising-from-cpo-and-electro-optical-co-testing-69f6e64b700d1a2681527aa5 DailyAlpha en 2026-05-03T06:08:11.018Z AI Chip Heat War Shifts to 'Coexistence' for Cooling Tech; Profitability Seen Rising from CPO and Electro-Optical Co-Testing https://dailyalpha.us/news/trump-reviews-irans-14-point-final-proposal-warns-of-renewed-strikes-amid-tense-negotiations-69f6d4b8700d1a268152784c DailyAlpha en 2026-05-03T04:53:12.613Z Trump Reviews Iran's 14-Point Final Proposal, Warns of Renewed Strikes Amid Tense Negotiations https://dailyalpha.us/news/buffett-slams-market-as-casino-as-berkshires-cash-hoard-hits-record-dollar397-billion-69f6d33d700d1a2681527610 DailyAlpha en 2026-05-03T04:46:53.035Z Buffett Slams Market as 'Casino' as Berkshire's Cash Hoard Hits Record $397 Billion https://dailyalpha.us/news/nvidia-open-sources-gr00t-visualsim2real-accelerating-zero-shot-sim-to-real-deployment-for-humanoid-robots-69f6c8e9700d1a268152759c DailyAlpha en 2026-05-03T04:02:49.899Z NVIDIA Open-Sources GR00T-VisualSim2Real, Accelerating Zero-Shot Sim-to-Real Deployment for Humanoid Robots https://dailyalpha.us/news/samsungs-4nm-foundry-hits-full-booking-through-2027-on-hbm4-demand-signaling-profit-turnaround-69f6c65a700d1a2681527362 DailyAlpha en 2026-05-03T03:51:54.407Z Samsung's 4nm Foundry Hits Full Booking Through 2027 on HBM4 Demand, Signaling Profit Turnaround https://dailyalpha.us/news/australias-solar-and-battery-boom-reshapes-energy-market-driving-down-prices-and-displacing-gas-69f6c5b0700d1a2681527361 DailyAlpha en 2026-05-03T03:49:04.228Z Australia's Solar and Battery Boom Reshapes Energy Market, Driving Down Prices and Displacing Gas https://dailyalpha.us/news/europes-sovereign-ai-push-confronts-deep-reliance-on-us-gpus-and-cloud-69f6c44a700d1a2681527360 DailyAlpha en 2026-05-03T03:43:06.954Z Europe's Sovereign AI Push Confronts Deep Reliance on US GPUs and Cloud https://dailyalpha.us/news/anthropic-explores-uk-startup-fractile-for-ai-chips-aiming-to-cut-inference-costs-and-diversify-supply-69f6c41a700d1a268152735f DailyAlpha en 2026-05-03T03:42:18.151Z Anthropic Explores UK Startup Fractile for AI Chips, Aiming to Cut Inference Costs and Diversify Supply https://dailyalpha.us/news/china-activates-blocking-law-against-us-sanctions-on-oil-refineries-escalating-legal-clash-69f6c3c1700d1a268152735e DailyAlpha en 2026-05-03T03:40:49.698Z China Activates Blocking Law Against US Sanctions on Oil Refineries, Escalating Legal Clash https://dailyalpha.us/news/samsung-union-weakens-as-non-chip-workers-exit-over-semiconductor-centric-strike-demands-69f6c1f9700d1a268152735d DailyAlpha en 2026-05-03T03:33:13.607Z Samsung Union Weakens as Non-Chip Workers Exit Over Semiconductor-Centric Strike Demands https://dailyalpha.us/news/openai-launches-pets-for-codex-to-signal-ai-agent-state-boosting-ux-transparency-69f6c180700d1a268152735c DailyAlpha en 2026-05-03T03:31:12.158Z OpenAI Launches 'Pets' for Codex to Signal AI Agent State, Boosting UX Transparency https://dailyalpha.us/news/china-expands-manufacturing-in-africa-driven-by-zero-tariff-policy-and-western-trade-tensions-69f60e44700d1a26815256d7 DailyAlpha en 2026-05-02T14:46:28.661Z China Expands Manufacturing in Africa, Driven by Zero-Tariff Policy and Western Trade Tensions https://dailyalpha.us/news/mitsubishi-corp-eases-2030-climate-target-pivots-to-north-american-gas-amid-middle-east-tensions-69f605e6700d1a26815256d6 DailyAlpha en 2026-05-02T14:10:46.338Z Mitsubishi Corp Eases 2030 Climate Target, Pivots to North American Gas Amid Middle East Tensions https://dailyalpha.us/news/berkshire-hathaway-reports-record-cash-near-dollar390b-signals-continued-caution-under-new-ceo-greg-abel-69f604bf700d1a26815256d5 DailyAlpha en 2026-05-02T14:05:51.904Z Berkshire Hathaway Reports Record Cash Near $390B, Signals Continued Caution Under New CEO Greg Abel https://dailyalpha.us/news/hungary-warns-of-severe-agricultural-drought-after-rainless-april-plans-emergency-farmer-support-69f603e5700d1a26815256c6 DailyAlpha en 2026-05-02T14:02:13.515Z Hungary Warns of Severe Agricultural Drought After Rainless April, Plans Emergency Farmer Support https://dailyalpha.us/news/goldman-sachs-warns-of-sharp-reversal-risk-amid-momentum-crowding-as-sandp-500-hits-record-highs-69f5cdba700d1a2681524d15 DailyAlpha en 2026-05-02T10:11:06.136Z Goldman Sachs Warns of Sharp Reversal Risk Amid 'Momentum Crowding' as S&P 500 Hits Record Highs https://dailyalpha.us/news/us-raises-tariffs-on-eu-cars-to-25percent-upending-prior-agreement-and-escalating-trade-tensions-69f5cd92700d1a2681524d14 DailyAlpha en 2026-05-02T10:10:26.893Z US Raises Tariffs on EU Cars to 25%, Upending Prior Agreement and Escalating Trade Tensions https://dailyalpha.us/news/big-tech-accelerates-ai-capex-igniting-multi-year-boom-for-taiwans-supply-chain-69f5cd8e700d1a2681524d13 DailyAlpha en 2026-05-02T10:10:22.636Z Big Tech Accelerates AI Capex, Igniting Multi-Year Boom for Taiwan's Supply Chain https://dailyalpha.us/news/taiwan-explores-bitcoin-for-foreign-reserves-amid-geopolitical-tensions-central-bank-to-report-on-digital-assets-69f5cd7b700d1a2681524d12 DailyAlpha en 2026-05-02T10:10:03.368Z Taiwan Explores Bitcoin for Foreign Reserves Amid Geopolitical Tensions; Central Bank to Report on Digital Assets https://dailyalpha.us/news/nvidia-ceo-declares-autonomous-driving-solved-predicts-mainstream-robotaxis-within-3-years-69f5cd78700d1a2681524d11 DailyAlpha en 2026-05-02T10:10:00.855Z NVIDIA CEO Declares Autonomous Driving 'Solved,' Predicts Mainstream Robotaxis Within 3 Years https://dailyalpha.us/news/jpmorgan-raises-eli-lillys-future-sales-estimates-on-strong-mounjaro-growth-and-new-drug-access-reaffirms-dollar1300-target-69f5cd60700d1a2681524d10 DailyAlpha en 2026-05-02T10:09:36.835Z JPMorgan Raises Eli Lilly's Future Sales Estimates on Strong Mounjaro Growth and New Drug Access, Reaffirms $1,300 Target https://dailyalpha.us/news/intel-emib-packaging-hits-90percent-yield-reportedly-attracting-google-nvidia-and-meta-69f5cd54700d1a2681524d0f DailyAlpha en 2026-05-02T10:09:24.288Z Intel EMIB Packaging Hits 90% Yield, Reportedly Attracting Google, Nvidia, and Meta https://dailyalpha.us/news/coinbase-announces-senate-deal-on-stablecoin-rewards-reviving-key-crypto-bill-69f595b7700d1a26815243b4 DailyAlpha en 2026-05-02T06:12:07.106Z Coinbase Announces Senate Deal on Stablecoin Rewards, Reviving Key Crypto Bill