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 https://dailyalpha.us/news/exxonmobil-signals-re-entry-into-venezuela-as-policy-risks-ease-citing-favorable-legal-and-sanctions-changes-69f57be6700d1a2681523f2f DailyAlpha en 2026-05-02T04:21:58.818Z ExxonMobil Signals Re-entry into Venezuela as Policy Risks Ease, Citing Favorable Legal and Sanctions Changes https://dailyalpha.us/news/ais-shift-to-inference-workloads-drives-cpu-demand-extends-dram-shortage-into-2027-69f57247700d1a2681523ced DailyAlpha en 2026-05-02T03:40:55.797Z AI's Shift to Inference Workloads Drives CPU Demand, Extends DRAM Shortage into 2027 https://dailyalpha.us/news/iren-energizes-14gw-texas-substation-unlocking-key-power-for-ai-growth-amid-grid-scarcity-69f56804700d1a2681523c85 DailyAlpha en 2026-05-02T02:57:08.844Z IREN Energizes 1.4GW Texas Substation, Unlocking Key Power for AI Growth Amid Grid Scarcity https://dailyalpha.us/news/south-korea-greenlights-single-stock-leveraged-etfs-sparking-fierce-competition-among-asset-managers-69f5647c700d1a2681523a58 DailyAlpha en 2026-05-02T02:42:04.143Z South Korea Greenlights Single-Stock Leveraged ETFs, Sparking Fierce Competition Among Asset Managers https://dailyalpha.us/news/south-korean-fintech-and-card-giants-race-to-build-stablecoin-payment-infrastructure-ahead-of-regulation-69f56441700d1a2681523a57 DailyAlpha en 2026-05-02T02:41:05.836Z South Korean Fintech and Card Giants Race to Build Stablecoin Payment Infrastructure Ahead of Regulation https://dailyalpha.us/news/samsung-biologics-faces-first-ever-general-strike-halts-production-worth-won150-billion-69f56440700d1a2681523a56 DailyAlpha en 2026-05-02T02:41:04.969Z Samsung Biologics Faces First-Ever General Strike, Halts Production Worth ₩150 Billion https://dailyalpha.us/news/china-halts-sulfuric-acid-exports-delivering-second-shock-to-global-supply-chains-69f56371700d1a2681523a55 DailyAlpha en 2026-05-02T02:37:37.627Z China Halts Sulfuric Acid Exports, Delivering Second Shock to Global Supply Chains https://dailyalpha.us/news/nebius-acquires-eigen-ai-for-dollar643m-to-bolster-ai-inference-platform-and-accelerate-us-expansion-69f55fb8700d1a2681523a53 DailyAlpha en 2026-05-02T02:21:44.064Z Nebius Acquires Eigen AI for $643M to Bolster AI Inference Platform and Accelerate US Expansion https://dailyalpha.us/news/ai-boom-ignites-data-storage-demand-enterprise-ssd-shipments-skyrocket-134percent-amid-supply-crunch-69f55986700d1a2681523a26 DailyAlpha en 2026-05-02T01:55:18.381Z AI Boom Ignites Data Storage Demand; Enterprise SSD Shipments Skyrocket 134% Amid Supply Crunch https://dailyalpha.us/news/western-digital-surpasses-q3-estimates-on-ai-demand-gross-margin-tops-50percent-as-guidance-raised-69f55892700d1a26815237fe DailyAlpha en 2026-05-02T01:51:14.794Z Western Digital Surpasses Q3 Estimates on AI Demand; Gross Margin Tops 50% as Guidance Raised https://dailyalpha.us/news/apple-hikes-mac-mini-starting-price-to-dollar799-citing-ai-driven-demand-and-supply-constraints-69f5585c700d1a26815237fd DailyAlpha en 2026-05-02T01:50:20.492Z Apple Hikes Mac Mini Starting Price to $799, Citing AI-Driven Demand and Supply Constraints https://dailyalpha.us/news/iran-signals-openness-to-diplomacy-demands-us-drop-excessive-demands-amid-naval-blockade-69f50df3700d1a2681522bf7 DailyAlpha en 2026-05-01T20:26:00.000Z Iran Signals Openness to Diplomacy, Demands US Drop 'Excessive Demands' Amid Naval Blockade https://dailyalpha.us/news/eu-advances-us-trade-deal-implementation-reserves-right-to-retaliate-69f4f39d700d1a2681522707 DailyAlpha en 2026-05-01T18:30:00.000Z EU Advances US Trade Deal Implementation, Reserves Right to Retaliate https://dailyalpha.us/news/us-iran-talks-stall-over-hormuz-reopening-and-nuclear-program-sequencing-69f4ea54700d1a26815226dc DailyAlpha en 2026-05-01T17:53:00.000Z US-Iran Talks Stall Over Hormuz Reopening and Nuclear Program Sequencing https://dailyalpha.us/news/openais-gpt-55-drives-record-enterprise-adoption-shifting-market-to-agentic-ai-platforms-69f4e089700d1a2681522473 DailyAlpha en 2026-05-01T17:19:05.329Z OpenAI's GPT-5.5 Drives Record Enterprise Adoption, Shifting Market to Agentic AI Platforms https://dailyalpha.us/news/meta-acquires-robotics-startup-ari-pivoting-to-embodied-ai-after-china-blocks-larger-deal-69f4e009700d1a2681522472 DailyAlpha en 2026-05-01T17:16:57.555Z Meta Acquires Robotics Startup ARI, Pivoting to Embodied AI After China Blocks Larger Deal https://dailyalpha.us/news/white-house-halts-anthropics-claude-mythos-expansion-citing-national-security-and-compute-scarcity-69f4d885700d1a2681522199 DailyAlpha en 2026-05-01T17:02:19.851Z White House Halts Anthropic's Claude Mythos Expansion, Citing National Security and Compute Scarcity https://dailyalpha.us/news/peter-thiels-founders-fund-closes-dollar6-billion-growth-fund-marking-cycles-largest-amid-ai-boom-69f4dc7b700d1a2681522403 DailyAlpha en 2026-05-01T17:01:47.800Z Peter Thiel's Founders Fund Closes $6 Billion Growth Fund, Marking Cycle's Largest Amid AI Boom https://dailyalpha.us/news/us-oil-exports-hit-record-high-amid-hormuz-crisis-bolstering-white-house-energy-message-69f4da59700d1a268152219b DailyAlpha en 2026-05-01T16:45:00.000Z US Oil Exports Hit Record High Amid Hormuz Crisis, Bolstering White House Energy Message https://dailyalpha.us/news/us-treasury-intensifies-economic-fury-sanctions-on-iran-amid-rising-oil-prices-69f4d866700d1a2681522198 DailyAlpha en 2026-05-01T16:44:22.686Z US Treasury Intensifies "Economic Fury" Sanctions on Iran Amid Rising Oil Prices https://dailyalpha.us/news/trump-touts-great-mid-may-china-summit-seeks-managed-stability-amid-oil-shock-and-taiwan-tensions-69f4d714700d1a2681522197 DailyAlpha en 2026-05-01T16:32:00.000Z Trump Touts 'Great' Mid-May China Summit, Seeks 'Managed Stability' Amid Oil Shock and Taiwan Tensions https://dailyalpha.us/news/trump-rejects-irans-hormuz-first-deal-insists-on-nuclear-concessions-naval-blockade-remains-69f4d516700d1a2681522194 DailyAlpha en 2026-05-01T16:23:00.000Z Trump Rejects Iran's 'Hormuz First' Deal, Insists on Nuclear Concessions; Naval Blockade Remains https://dailyalpha.us/news/us-tightens-cuba-sanctions-pivoting-to-financial-pressure-after-supreme-court-ruling-invalidates-tariffs-69f4d217700d1a2681522191 DailyAlpha en 2026-05-01T16:11:00.000Z US Tightens Cuba Sanctions, Pivoting to Financial Pressure After Supreme Court Ruling Invalidates Tariffs https://dailyalpha.us/news/us-manufacturing-expands-modestly-price-pressures-surge-to-four-year-high-complicating-fed-path-69f4cd02700d1a2681522134 DailyAlpha en 2026-05-01T15:55:46.419Z US Manufacturing Expands Modestly; Price Pressures Surge to Four-Year High, Complicating Fed Path https://dailyalpha.us/news/ares-touts-record-dollar30b-fundraising-in-q1-dismisses-software-credit-fears-despite-earnings-miss-69f4cc9f700d1a2681522133 DailyAlpha en 2026-05-01T15:54:07.797Z Ares Touts Record $30B Fundraising in Q1, Dismisses Software Credit Fears Despite Earnings Miss https://dailyalpha.us/news/tethers-gold-hoard-nears-dollar20-billion-shaking-up-physical-bullion-market-69f4cc88700d1a2681522132 DailyAlpha en 2026-05-01T15:53:44.089Z Tether's Gold Hoard Nears $20 Billion, Shaking Up Physical Bullion Market https://dailyalpha.us/news/toyota-us-april-sales-fall-46percent-outperforms-broader-market-to-gain-share-69f4cc6e700d1a2681522131 DailyAlpha en 2026-05-01T15:53:18.243Z Toyota US April Sales Fall 4.6%, Outperforms Broader Market to Gain Share https://dailyalpha.us/news/intel-and-sambanova-partnership-clears-us-antitrust-review-paving-way-for-joint-ai-systems-69f4cc68700d1a2681522130 DailyAlpha en 2026-05-01T15:53:12.317Z Intel and SambaNova Partnership Clears U.S. Antitrust Review, Paving Way for Joint AI Systems https://dailyalpha.us/news/pentagon-taps-oracle-for-military-ai-rollout-bolstering-classified-infrastructure-69f4cc43700d1a2681521ec8 DailyAlpha en 2026-05-01T15:52:35.548Z Pentagon Taps Oracle for Military AI Rollout, Bolstering Classified Infrastructure https://dailyalpha.us/news/us-hikes-tariffs-on-eu-autos-to-25percent-citing-trade-deal-non-compliance-69f4cd12700d1a2681522135 DailyAlpha en 2026-05-01T15:50:00.000Z US Hikes Tariffs on EU Autos to 25%, Citing Trade Deal Non-Compliance https://dailyalpha.us/news/israel-warns-of-another-war-against-iran-if-nuclear-issue-remains-unresolved-raising-oil-risk-premium-69f4bb15700d1a2681521c43 DailyAlpha en 2026-05-01T14:31:00.000Z Israel Warns of 'Another War' Against Iran if Nuclear Issue Remains Unresolved, Raising Oil Risk Premium https://dailyalpha.us/news/feds-logan-pushes-back-on-easing-guidance-amid-sticky-inflation-oil-shock-69f4b430700d1a2681521c41 DailyAlpha en 2026-05-01T14:00:00.000Z Fed's Logan Pushes Back on Easing Guidance Amid Sticky Inflation, Oil Shock https://dailyalpha.us/news/anduril-partners-with-nokia-launches-5g-enabled-sentry-tower-for-remote-operations-69f4aed3700d1a2681521988 DailyAlpha en 2026-05-01T13:46:59.009Z Anduril Partners with Nokia, Launches 5G-Enabled Sentry Tower for Remote Operations https://dailyalpha.us/news/chinese-ai-startups-weigh-onshore-shift-as-beijing-tightens-rules-on-offshore-ipos-and-foreign-manda-69f4acb7700d1a2681521986 DailyAlpha en 2026-05-01T13:37:59.392Z Chinese AI Startups Weigh Onshore Shift as Beijing Tightens Rules on Offshore IPOs and Foreign M&A https://dailyalpha.us/news/caterpillar-upgraded-by-morgan-stanley-price-target-doubles-on-ai-driven-demand-and-record-backlog-69f49900700d1a26815216d9 DailyAlpha en 2026-05-01T12:13:52.822Z Caterpillar Upgraded by Morgan Stanley; Price Target Doubles on AI-Driven Demand and Record Backlog https://dailyalpha.us/news/chinas-banks-rebound-in-q1-2026-as-funding-costs-ease-stabilizing-margins-69f498a7700d1a26815216d8 DailyAlpha en 2026-05-01T12:12:23.650Z China's Banks Rebound in Q1 2026 as Funding Costs Ease, Stabilizing Margins https://dailyalpha.us/news/boes-chief-economist-warns-of-inflation-shock-from-iran-war-defends-pre-emptive-hike-stance-69f4985b700d1a26815216d7 DailyAlpha en 2026-05-01T12:11:07.251Z BoE's Chief Economist Warns of Inflation Shock From Iran War; Defends Pre-emptive Hike Stance https://dailyalpha.us/news/former-tsmc-packaging-veteran-joins-mediatek-boosting-intels-emib-t-ecosystem-against-tsmcs-cowos-69f49813700d1a26815216d6 DailyAlpha en 2026-05-01T12:09:55.731Z Former TSMC Packaging Veteran Joins MediaTek, Boosting Intel's EMIB-T Ecosystem Against TSMC's CoWoS https://dailyalpha.us/news/jp-morgan-upgrades-mediatek-citing-data-center-asic-growth-and-dual-packaging-strategy-69f4980e700d1a26815216d5 DailyAlpha en 2026-05-01T12:09:50.655Z JP Morgan Upgrades MediaTek, Citing Data Center ASIC Growth and Dual-Packaging Strategy