https://dailyalpha.us/news/markets-brace-for-key-pce-inflation-data-and-treasury-auctions-ai-monetization-in-focus-after-nvidia-earnings-6a1427e1009c21963e171f77 DailyAlpha en 2026-05-25T10:43:45.726Z Markets Brace for Key PCE Inflation Data and Treasury Auctions; AI Monetization in Focus After Nvidia Earnings https://dailyalpha.us/news/trump-demands-great-deal-or-no-deal-with-iran-as-white-house-nears-hormuz-framework-6a142537009c21963e171f76 DailyAlpha en 2026-05-25T10:32:23.400Z Trump Demands 'Great Deal or No Deal' with Iran as White House Nears Hormuz Framework https://dailyalpha.us/news/samsung-dx-union-seeks-injunction-to-halt-vote-on-wage-deal-amid-bonus-dispute-6a141d6a009c21963e171c0e DailyAlpha en 2026-05-25T09:59:06.163Z Samsung DX Union Seeks Injunction to Halt Vote on Wage Deal Amid Bonus Dispute https://dailyalpha.us/news/pakistan-and-china-reaffirm-5-point-plan-to-de-escalate-middle-east-war-stabilize-oil-markets-6a141b93009c21963e171c0d DailyAlpha en 2026-05-25T09:51:15.506Z Pakistan and China Reaffirm 5-Point Plan to De-escalate Middle East War, Stabilize Oil Markets https://dailyalpha.us/news/japan-announces-yen3-trillion-extra-budget-reinstates-utility-subsidies-to-counter-energy-shock-6a1417b6009c21963e171c0c DailyAlpha en 2026-05-25T09:34:46.776Z Japan Announces ¥3 Trillion+ Extra Budget, Reinstates Utility Subsidies to Counter Energy Shock https://dailyalpha.us/news/global-markets-rally-as-ai-infrastructure-pc-quantum-and-satellite-narratives-converge-6a14166d009c21963e171c0b DailyAlpha en 2026-05-25T09:29:17.220Z Global Markets Rally as AI Infrastructure, PC, Quantum, and Satellite Narratives Converge https://dailyalpha.us/news/iran-retreats-from-strait-of-hormuz-tolls-reframes-fees-as-navigational-services-to-ease-tensions-6a141489009c21963e171925 DailyAlpha en 2026-05-25T09:15:00.000Z Iran Retreats from Strait of Hormuz Tolls, Reframes Fees as 'Navigational Services' to Ease Tensions https://dailyalpha.us/news/pakistan-pushes-for-china-as-guarantor-in-us-iran-deal-to-secure-hormuz-6a14122c009c21963e1718e7 DailyAlpha en 2026-05-25T09:11:08.736Z Pakistan Pushes for China as Guarantor in US-Iran Deal to Secure Hormuz https://dailyalpha.us/news/micron-ramps-up-us-ddr4-production-signaling-end-to-scarcity-nanya-stock-plummets-6a1410f7009c21963e1718e5 DailyAlpha en 2026-05-25T09:05:59.288Z Micron Ramps Up US DDR4 Production, Signaling End to Scarcity; Nanya Stock Plummets https://dailyalpha.us/news/ecb-warns-hormuz-closure-risks-second-round-inflation-effects-reiterates-2percent-target-6a13fae2009c21963e1715e4 DailyAlpha en 2026-05-25T06:53:00.000Z ECB Warns Hormuz Closure Risks Second-Round Inflation Effects, Reiterates 2% Target https://dailyalpha.us/news/japans-retail-investors-return-pushing-market-turnover-above-yen10-trillion-amid-ai-boom-and-weak-yen-6a13ef8e009c21963e1712f3 DailyAlpha en 2026-05-25T06:43:26.368Z Japan's Retail Investors Return, Pushing Market Turnover Above ¥10 Trillion Amid AI Boom and Weak Yen https://dailyalpha.us/news/goldman-sachs-sees-market-pivoting-to-post-war-trade-warns-low-quality-stocks-face-20percent-risk-amid-high-rates-6a13dcbc009c21963e170cc6 DailyAlpha en 2026-05-25T05:23:08.909Z Goldman Sachs Sees Market Pivoting to 'Post-War Trade,' Warns Low-Quality Stocks Face 20% Risk Amid High Rates https://dailyalpha.us/news/chinas-star-50-surges-5percent-as-memory-chip-stocks-rally-on-supercycle-ipo-momentum-6a13dc76009c21963e170cc5 DailyAlpha en 2026-05-25T05:21:58.907Z China's STAR 50 Surges 5% as Memory Chip Stocks Rally on Supercycle, IPO Momentum https://dailyalpha.us/news/huawei-unveils-ultra-high-capacity-ssds-with-dob-tech-pushing-for-domestic-alternatives-amid-us-sanctions-6a13cb48009c21963e170499 DailyAlpha en 2026-05-25T04:08:40.662Z Huawei Unveils Ultra-High-Capacity SSDs with DoB Tech, Pushing for Domestic Alternatives Amid US Sanctions https://dailyalpha.us/news/catl-drives-sodium-ion-battery-market-to-2026-inflection-point-backed-by-major-deals-and-new-standards-6a13c79e009c21963e170413 DailyAlpha en 2026-05-25T03:53:02.939Z CATL Drives Sodium-Ion Battery Market to 2026 Inflection Point, Backed by Major Deals and New Standards https://dailyalpha.us/news/republican-hardliners-rebuke-trump-over-emerging-iran-deal-citing-appeasement-6a13c226009c21963e170407 DailyAlpha en 2026-05-25T03:29:42.186Z Republican Hardliners Rebuke Trump Over Emerging Iran Deal, Citing 'Appeasement' https://dailyalpha.us/news/luxshare-confirms-coexistence-strategy-for-ai-data-centers-copper-for-short-haul-optics-for-long-haul-6a13c0ce009c21963e17013a DailyAlpha en 2026-05-25T03:23:58.517Z Luxshare Confirms Coexistence Strategy for AI Data Centers; Copper for Short-Haul, Optics for Long-Haul https://dailyalpha.us/news/space-solar-enters-ai-on-orbit-era-highlighting-key-material-bottlenecks-and-investment-opportunities-6a13c0c9009c21963e170139 DailyAlpha en 2026-05-25T03:23:53.929Z Space Solar Enters 'AI-on-Orbit' Era, Highlighting Key Material Bottlenecks and Investment Opportunities https://dailyalpha.us/news/nvidia-ceo-jensen-huang-visits-taiwan-to-secure-rubin-supply-chain-and-mitigate-risks-ahead-of-gtc-taipei-6a13c0c5009c21963e170138 DailyAlpha en 2026-05-25T03:23:49.696Z Nvidia CEO Jensen Huang Visits Taiwan to Secure Rubin Supply Chain and Mitigate Risks Ahead of GTC Taipei https://dailyalpha.us/news/chinese-ai-models-dominate-global-usage-for-fourth-straight-week-driven-by-low-cost-deepseek-model-6a13c04a009c21963e170137 DailyAlpha en 2026-05-25T03:21:46.501Z Chinese AI Models Dominate Global Usage for Fourth Straight Week, Driven by Low-Cost DeepSeek Model https://dailyalpha.us/news/huawei-unveils-solid-state-transformer-roadmap-reframing-ai-data-center-power-as-a-grid-to-chip-challenge-6a13c046009c21963e170136 DailyAlpha en 2026-05-25T03:21:42.045Z Huawei Unveils Solid-State Transformer Roadmap, Reframing AI Data Center Power as a Grid-to-Chip Challenge https://dailyalpha.us/news/ai-server-boom-creates-severe-passive-component-shortage-doubles-lead-times-6a13be39009c21963e170134 DailyAlpha en 2026-05-25T03:12:57.125Z AI Server Boom Creates Severe Passive Component Shortage, Doubles Lead Times https://dailyalpha.us/news/samsung-secures-top-smartphone-spot-in-key-emerging-markets-for-q1-2026-amid-rising-memory-costs-6a13bdc7009c21963e170133 DailyAlpha en 2026-05-25T03:11:03.439Z Samsung Secures Top Smartphone Spot in Key Emerging Markets for Q1 2026 Amid Rising Memory Costs https://dailyalpha.us/news/us-signals-patience-in-iran-talks-rubio-vows-no-bad-deal-as-markets-await-tehrans-response-6a13bef2009c21963e170135 DailyAlpha en 2026-05-25T03:07:00.000Z US Signals Patience in Iran Talks; Rubio Vows No 'Bad Deal' as Markets Await Tehran's Response https://dailyalpha.us/news/nanya-technology-boosts-2026-capex-beyond-ntdollar52b-to-accelerate-ddr5-lpddr5-production-6a13bc26009c21963e170043 DailyAlpha en 2026-05-25T03:04:06.683Z Nanya Technology Boosts 2026 Capex Beyond NT$52B to Accelerate DDR5, LPDDR5 Production https://dailyalpha.us/news/us-india-deepen-tech-alliance-review-cooperation-on-critical-minerals-ai-and-nuclear-energy-6a13b98e009c21963e170042 DailyAlpha en 2026-05-25T02:53:02.076Z US, India Deepen Tech Alliance; Review Cooperation on Critical Minerals, AI, and Nuclear Energy https://dailyalpha.us/news/embedded-substrates-emerge-as-key-solution-for-ai-packaging-bottlenecks-customer-inquiries-surge-6a13b946009c21963e170041 DailyAlpha en 2026-05-25T02:51:50.156Z Embedded Substrates Emerge as Key Solution for AI Packaging Bottlenecks; Customer Inquiries Surge https://dailyalpha.us/news/huawei-challenges-chip-sanctions-with-logicfolding-architecture-targets-14nm-equivalent-density-by-2031-6a13b93f009c21963e170040 DailyAlpha en 2026-05-25T02:51:43.917Z Huawei Challenges Chip Sanctions with 'LogicFolding' Architecture, Targets 1.4nm-Equivalent Density by 2031 https://dailyalpha.us/news/toyota-cuts-production-citing-hormuz-shipping-crisis-demand-remains-strong-6a13b927009c21963e17003f DailyAlpha en 2026-05-25T02:51:19.155Z Toyota Cuts Production Citing Hormuz Shipping Crisis; Demand Remains Strong https://dailyalpha.us/news/us-claims-iran-agrees-to-heu-disposal-tehrans-conflicting-signals-put-hormuz-reopening-in-doubt-6a1369f4009c21963e16eec1 DailyAlpha en 2026-05-24T21:05:00.000Z US Claims Iran Agrees to HEU Disposal; Tehran's Conflicting Signals Put Hormuz Reopening in Doubt https://dailyalpha.us/news/xi-slams-japans-remilitarization-at-trump-summit-testing-us-alliance-cohesion-6a133930009c21963e16e5d0 DailyAlpha en 2026-05-24T17:45:20.780Z Xi Slams Japan's 'Remilitarization' at Trump Summit, Testing US Alliance Cohesion https://dailyalpha.us/news/chinas-2025-survey-confirms-accelerated-aging-shrinking-workforce-as-population-drops-to-1405-billion-6a1334c1009c21963e16e2e2 DailyAlpha en 2026-05-24T17:26:25.024Z China's 2025 Survey Confirms Accelerated Aging, Shrinking Workforce as Population Drops to 1.405 Billion https://dailyalpha.us/news/netanyahu-demands-iran-dismantle-nuclear-plants-raising-stakes-for-us-brokered-deal-6a132634009c21963e16dfd2 DailyAlpha en 2026-05-24T16:24:20.457Z Netanyahu Demands Iran Dismantle Nuclear Plants, Raising Stakes for US-Brokered Deal https://dailyalpha.us/news/tesla-rebrands-fsd-to-assisted-driving-in-china-paving-way-for-supervised-rollout-6a1321b9009c21963e16dfd1 DailyAlpha en 2026-05-24T16:05:13.889Z Tesla Rebrands 'FSD' to 'Assisted Driving' in China, Paving Way for Supervised Rollout https://dailyalpha.us/news/deepseek-slashes-ai-model-prices-by-75percent-permanently-shifting-focus-to-domestic-hardware-and-ecosystem-growth-6a130c30009c21963e16dc2b DailyAlpha en 2026-05-24T14:33:20.689Z DeepSeek Slashes AI Model Prices by 75% Permanently, Shifting Focus to Domestic Hardware and Ecosystem Growth https://dailyalpha.us/news/us-iran-deal-nears-sparking-hopes-for-asian-market-rally-amid-new-fed-chairs-policy-uncertainty-6a130c11009c21963e16dc2a DailyAlpha en 2026-05-24T14:32:49.479Z U.S.-Iran Deal Nears, Sparking Hopes for Asian Market Rally Amid New Fed Chair's Policy Uncertainty https://dailyalpha.us/news/ai-demand-ignites-second-growth-phase-for-switch-chips-16t-transition-and-chinas-self-sufficiency-drive-accelerate-market-6a130bdf009c21963e16dc29 DailyAlpha en 2026-05-24T14:31:59.175Z AI Demand Ignites Second Growth Phase for Switch Chips; 1.6T Transition and China's Self-Sufficiency Drive Accelerate Market https://dailyalpha.us/news/jpmorgan-to-reshape-workforce-with-ai-favoring-attrition-over-mass-layoffs-6a130bd6009c21963e16dc28 DailyAlpha en 2026-05-24T14:31:50.993Z JPMorgan to Reshape Workforce with AI, Favoring Attrition Over Mass Layoffs https://dailyalpha.us/news/trump-pledges-no-final-iran-deal-without-full-nuclear-dismantlement-linking-pact-to-hormuz-reopening-6a130bbf009c21963e16dc27 DailyAlpha en 2026-05-24T14:31:27.406Z Trump Pledges No Final Iran Deal Without Full Nuclear Dismantlement, Linking Pact to Hormuz Reopening https://dailyalpha.us/news/amd-kicks-off-production-of-6th-gen-venice-epyc-cpu-on-tsmcs-2nm-process-eyes-future-us-production-6a130ba1009c21963e16dc26 DailyAlpha en 2026-05-24T14:30:57.613Z AMD Kicks Off Production of 6th-Gen 'Venice' EPYC CPU on TSMC's 2nm Process, Eyes Future US Production https://dailyalpha.us/news/dell-pushes-on-premise-ai-as-mainstream-touting-ai-factory-for-in-house-frontier-models-6a12c17e009c21963e16c3cc DailyAlpha en 2026-05-24T09:14:38.737Z Dell Pushes On-Premise AI as Mainstream, Touting 'AI Factory' for In-House Frontier Models https://dailyalpha.us/news/uk-backs-us-iran-deal-to-reopen-strait-of-hormuz-insists-on-nuclear-curbs-6a12bc2d009c21963e16c37f DailyAlpha en 2026-05-24T08:51:57.189Z UK Backs US-Iran Deal to Reopen Strait of Hormuz, Insists on Nuclear Curbs https://dailyalpha.us/news/indonesia-centralizes-commodity-exports-roiling-markets-despite-central-bank-rate-hike-6a12a395009c21963e16bd5d DailyAlpha en 2026-05-24T08:19:47.248Z Indonesia Centralizes Commodity Exports, Roiling Markets Despite Central Bank Rate Hike https://dailyalpha.us/news/ai-server-supercapacitors-face-major-2026-supply-shortage-as-nvidia-ramps-up-next-gen-platforms-6a12a881009c21963e16c03c DailyAlpha en 2026-05-24T07:28:01.329Z AI Server Supercapacitors Face Major 2026 Supply Shortage as NVIDIA Ramps Up Next-Gen Platforms https://dailyalpha.us/news/wsj-alleges-binance-processed-dollar850m-for-iranian-network-sparking-scrutiny-over-sanctions-compliance-6a12a5a8009c21963e16bd60 DailyAlpha en 2026-05-24T07:15:52.359Z WSJ Alleges Binance Processed $850M for Iranian Network, Sparking Scrutiny Over Sanctions Compliance https://dailyalpha.us/news/samsung-sds-and-kkr-launch-startech-ai-in-new-york-formalizing-global-ai-infrastructure-alliance-6a12a57c009c21963e16bd5f DailyAlpha en 2026-05-24T07:15:08.601Z Samsung SDS and KKR Launch 'Startech AI' in New York, Formalizing Global AI Infrastructure Alliance https://dailyalpha.us/news/jefferies-upgrades-generac-to-buy-citing-ai-data-center-momentum-lifts-price-target-to-dollar302-6a12a3ba009c21963e16bd5e DailyAlpha en 2026-05-24T07:07:38.320Z Jefferies Upgrades Generac to Buy, Citing AI Data Center Momentum; Lifts Price Target to $302 https://dailyalpha.us/news/sungrow-secures-153-gwh-in-middle-east-deals-shifting-ess-battleground-to-grid-integration-6a12a389009c21963e16bd5c DailyAlpha en 2026-05-24T07:06:49.022Z Sungrow Secures 15.3 GWh in Middle East Deals, Shifting ESS Battleground to Grid Integration https://dailyalpha.us/news/germany-boosts-raw-materials-fund-to-euro15-billion-to-counter-chinas-supply-chain-dominance-6a12a33f009c21963e16bd5b DailyAlpha en 2026-05-24T07:05:35.203Z Germany Boosts Raw Materials Fund to €1.5 Billion to Counter China's Supply Chain Dominance https://dailyalpha.us/news/bofa-warns-of-market-peak-as-mega-ipos-and-inflation-risks-converge-6a12a27f009c21963e16bd3f DailyAlpha en 2026-05-24T07:02:23.109Z BofA Warns of Market Peak as Mega IPOs and Inflation Risks Converge https://dailyalpha.us/news/samsung-exynos-shipments-jump-11percent-in-q1-amid-soaring-memory-prices-marking-return-of-in-house-chip-strategy-6a129e98009c21963e16bd3d DailyAlpha en 2026-05-24T06:45:44.607Z Samsung Exynos Shipments Jump 11% in Q1 Amid Soaring Memory Prices, Marking Return of In-House Chip Strategy https://dailyalpha.us/news/retimers-emerge-as-key-ai-era-component-as-pcie-60-transition-accelerates-demand-6a128dd3009c21963e16bbce DailyAlpha en 2026-05-24T05:34:11.231Z Retimers Emerge as Key AI-Era Component as PCIe 6.0 Transition Accelerates Demand https://dailyalpha.us/news/hl-robotics-to-pilot-parkie-autonomous-valet-at-gimpo-airport-ahead-of-new-regulations-6a1288a3009c21963e16b8f5 DailyAlpha en 2026-05-24T05:12:03.253Z HL Robotics to Pilot 'Parkie' Autonomous Valet at Gimpo Airport Ahead of New Regulations https://dailyalpha.us/news/china-halts-heavy-rare-earth-exports-to-japan-weaponizing-supply-chains-amid-geopolitical-row-6a128860009c21963e16b8f4 DailyAlpha en 2026-05-24T05:10:56.409Z China Halts Heavy Rare Earth Exports to Japan, Weaponizing Supply Chains Amid Geopolitical Row https://dailyalpha.us/news/us-iran-near-60-day-deal-to-reopen-hormuz-strait-and-ease-oil-sanctions-6a1283b4009c21963e16b8e2 DailyAlpha en 2026-05-24T04:51:00.485Z US, Iran Near 60-Day Deal to Reopen Hormuz Strait and Ease Oil Sanctions https://dailyalpha.us/news/korean-steelmakers-pivot-to-india-exit-china-amid-shifting-demand-6a1256b1009c21963e1649ff DailyAlpha en 2026-05-24T01:38:57.272Z Korean Steelmakers Pivot to India, Exit China Amid Shifting Demand https://dailyalpha.us/news/morgan-stanley-forecasts-3-year-silicon-capacitor-shortage-citing-strong-demand-from-ai-and-packaging-shifts-6a12568c009c21963e1649fe DailyAlpha en 2026-05-24T01:38:20.738Z Morgan Stanley Forecasts 3-Year Silicon Capacitor Shortage, Citing Strong Demand from AI and Packaging Shifts https://dailyalpha.us/news/ais-center-of-gravity-shifts-to-inference-igniting-cpu-super-cycle-6a125631009c21963e1649fd DailyAlpha en 2026-05-24T01:36:49.086Z AI's Center of Gravity Shifts to Inference, Igniting CPU 'Super-Cycle' https://dailyalpha.us/news/us-iran-deal-signals-spark-over-9percent-oil-price-plunge-in-thin-trading-6a125614009c21963e1649fc DailyAlpha en 2026-05-24T01:36:20.611Z US-Iran Deal Signals Spark Over 9% Oil Price Plunge in Thin Trading https://dailyalpha.us/news/nvidia-ceo-flags-largest-ever-taiwan-supply-chain-buildout-for-vera-rubin-warns-of-very-busy-h2-2026-6a12560c009c21963e1649fb DailyAlpha en 2026-05-24T01:36:12.727Z Nvidia CEO Flags 'Largest-Ever' Taiwan Supply Chain Buildout for Vera Rubin, Warns of 'Very Busy' H2 2026 https://dailyalpha.us/news/el-nino-probability-hits-82percent-reshuffling-commodity-bets-as-indias-sugar-ban-and-chinas-power-demand-add-pressure-6a125601009c21963e1649fa DailyAlpha en 2026-05-24T01:36:01.289Z El Niño Probability Hits 82%, Reshuffling Commodity Bets as India's Sugar Ban and China's Power Demand Add Pressure https://dailyalpha.us/news/shanxi-coal-mine-blast-triggers-province-wide-safety-inspections-sparking-supply-disruption-fears-6a1255cc009c21963e1649f9 DailyAlpha en 2026-05-24T01:35:08.731Z Shanxi Coal Mine Blast Triggers Province-Wide Safety Inspections, Sparking Supply Disruption Fears https://dailyalpha.us/news/us-pce-inflation-bok-rate-decision-converge-this-week-ai-earnings-and-new-etfs-add-to-volatility-6a1255b4009c21963e1649f8 DailyAlpha en 2026-05-24T01:34:44.056Z US PCE Inflation, BOK Rate Decision Converge This Week; AI Earnings and New ETFs Add to Volatility https://dailyalpha.us/news/us-iran-nearing-deal-to-end-hostilities-reopen-hormuz-nuclear-talks-deferred-30-60-days-6a1255a5009c21963e1649f7 DailyAlpha en 2026-05-24T01:34:29.134Z US, Iran Nearing Deal to End Hostilities, Reopen Hormuz; Nuclear Talks Deferred 30-60 Days https://dailyalpha.us/news/ubs-sharply-raises-nvidia-ai-gpu-forecast-sees-memory-shortage-lasting-until-2028-6a12558d009c21963e1649f6 DailyAlpha en 2026-05-24T01:34:05.664Z UBS Sharply Raises NVIDIA AI GPU Forecast, Sees Memory Shortage Lasting Until 2028 https://dailyalpha.us/news/nippon-steel-banks-on-us-turnaround-as-high-oil-prices-pressure-stock-6a11e980009c21963e162f59 DailyAlpha en 2026-05-23T17:53:04.731Z Nippon Steel Banks on U.S. Turnaround as High Oil Prices Pressure Stock https://dailyalpha.us/news/us-and-iran-near-60-day-ceasefire-extension-oil-prices-fluctuate-on-negotiation-hopes-6a11e79b009c21963e162f58 DailyAlpha en 2026-05-23T17:44:59.808Z US and Iran Near 60-Day Ceasefire Extension; Oil Prices Fluctuate on Negotiation Hopes https://dailyalpha.us/news/trump-puts-us-iran-deal-at-50-50-odds-setting-stage-for-weekend-decision-on-war-or-peace-6a11e772009c21963e162f57 DailyAlpha en 2026-05-23T17:44:18.617Z Trump Puts US-Iran Deal at '50-50' Odds, Setting Stage for Weekend Decision on War or Peace https://dailyalpha.us/news/us-and-iran-near-deal-to-end-war-mou-being-fine-tuned-6a11e6ed009c21963e162f56 DailyAlpha en 2026-05-23T17:42:05.331Z US and Iran Near Deal to End War; MOU Being 'Fine-Tuned' https://dailyalpha.us/news/us-iran-nearing-final-mou-on-non-nuclear-issues-signaling-easing-of-hormuz-tensions-6a11cb19009c21963e16281b DailyAlpha en 2026-05-23T17:37:14.143Z US-Iran Nearing Final MOU on Non-Nuclear Issues, Signaling Easing of Hormuz Tensions https://dailyalpha.us/news/us-signals-imminent-diplomatic-deal-with-iran-conditional-on-uranium-handover-and-toll-free-hormuz-strait-6a11cab4009c21963e16281a DailyAlpha en 2026-05-23T15:41:40.025Z US Signals Imminent Diplomatic Deal with Iran, Conditional on Uranium Handover and Toll-Free Hormuz Strait https://dailyalpha.us/news/tsmc-bonus-cut-rumor-sparks-employee-anger-official-filings-and-record-profits-suggest-otherwise-6a11ae13009c21963e16226b DailyAlpha en 2026-05-23T13:39:31.317Z TSMC Bonus Cut Rumor Sparks Employee Anger; Official Filings and Record Profits Suggest Otherwise https://dailyalpha.us/news/samsung-dedicates-p4-fab-to-hbm-squeezing-conventional-dram-supply-amid-surging-ai-demand-6a11ae04009c21963e16226a DailyAlpha en 2026-05-23T13:39:16.977Z Samsung Dedicates P4 Fab to HBM, Squeezing Conventional DRAM Supply Amid Surging AI Demand https://dailyalpha.us/news/nvidia-ceo-urges-super-micro-to-tighten-export-controls-amid-taiwan-smuggling-probe-6a1191ac009c21963e161d44 DailyAlpha en 2026-05-23T11:38:20.654Z Nvidia CEO Urges Super Micro to Tighten Export Controls Amid Taiwan Smuggling Probe