https://dailyalpha.us/news/feds-goolsbee-downplays-private-credit-systemic-risk-citing-weaker-bank-links-than-2008-crisis-6a03e0af011290e92149686a DailyAlpha en 2026-05-13T02:23:43.910Z Fed's Goolsbee Downplays Private Credit Systemic Risk, Citing Weaker Bank Links Than 2008 Crisis https://dailyalpha.us/news/anthropic-and-thomson-reuters-partner-to-embed-claude-ai-into-professional-legal-workflows-countering-hallucination-risks-6a03e098011290e921496869 DailyAlpha en 2026-05-13T02:23:20.669Z Anthropic and Thomson Reuters Partner to Embed Claude AI into Professional Legal Workflows, Countering Hallucination Risks https://dailyalpha.us/news/japanese-defense-firms-see-order-backlogs-jump-15percent-amid-eased-export-rules-regional-tensions-6a03df34011290e921496868 DailyAlpha en 2026-05-13T02:17:24.051Z Japanese Defense Firms See Order Backlogs Jump 15% Amid Eased Export Rules, Regional Tensions https://dailyalpha.us/news/s-oil-enters-data-center-cooling-market-unveils-immersion-solution-with-gst-6a03dd1d011290e921496867 DailyAlpha en 2026-05-13T02:08:29.769Z S-OIL Enters Data Center Cooling Market, Unveils Immersion Solution with GST https://dailyalpha.us/news/boj-signals-policy-shift-tying-rate-hikes-to-middle-east-oil-volatility-and-yen-weakness-6a03d683011290e9214967fa DailyAlpha en 2026-05-13T01:33:00.000Z BoJ Signals Policy Shift, Tying Rate Hikes to Middle East Oil Volatility and Yen Weakness https://dailyalpha.us/news/nvidia-ceo-joins-trumps-china-visit-shifting-focus-to-ai-export-controls-6a03d4d1011290e921496554 DailyAlpha en 2026-05-13T01:23:00.000Z Nvidia CEO Joins Trump's China Visit, Shifting Focus to AI Export Controls https://dailyalpha.us/news/google-hires-hundreds-of-engineers-to-accelerate-enterprise-ai-adoption-convert-massive-cloud-backlog-6a03d137011290e921496551 DailyAlpha en 2026-05-13T01:17:43.257Z Google Hires Hundreds of Engineers to Accelerate Enterprise AI Adoption, Convert Massive Cloud Backlog https://dailyalpha.us/news/amazon-escalates-grocery-war-expanding-same-day-perishable-delivery-to-challenge-instacart-6a03d11a011290e921496550 DailyAlpha en 2026-05-13T01:17:14.544Z Amazon Escalates Grocery War, Expanding Same-Day Perishable Delivery to Challenge Instacart https://dailyalpha.us/news/einhorn-warns-of-real-slowing-draws-2007-parallels-as-stagflationary-signs-boost-golds-appeal-6a03d0e0011290e92149654f DailyAlpha en 2026-05-13T01:16:16.951Z Einhorn Warns of 'Real Slowing,' Draws 2007 Parallels as Stagflationary Signs Boost Gold's Appeal https://dailyalpha.us/news/anthropic-in-talks-to-acquire-sdk-maker-stainless-for-over-dollar300m-seeking-control-of-key-developer-tools-6a03cfda011290e92149654e DailyAlpha en 2026-05-13T01:11:54.958Z Anthropic in Talks to Acquire SDK Maker Stainless for Over $300M, Seeking Control of Key Developer Tools https://dailyalpha.us/news/skc-finalizes-won117-trillion-rights-issue-to-fund-glass-substrate-business-cut-debt-6a03ce70011290e92149654d DailyAlpha en 2026-05-13T01:05:52.455Z SKC Finalizes ₩1.17 Trillion Rights Issue to Fund Glass Substrate Business, Cut Debt https://dailyalpha.us/news/mazda-cuts-ev-investment-by-20percent-pivots-to-profitability-amid-slowing-demand-6a03ce57011290e92149654c DailyAlpha en 2026-05-13T01:05:27.722Z Mazda Cuts EV Investment by 20%, Pivots to Profitability Amid Slowing Demand https://dailyalpha.us/news/eu-considers-joining-us-led-pax-silica-alliance-to-secure-ai-and-chip-supply-chains-6a03cb00011290e9214964c0 DailyAlpha en 2026-05-13T00:51:12.124Z EU Considers Joining US-Led 'Pax Silica' Alliance to Secure AI and Chip Supply Chains https://dailyalpha.us/news/guangdong-faces-energy-crisis-as-iran-war-disrupts-fuel-supply-spiking-power-prices-6a03c8eb011290e9214964bf DailyAlpha en 2026-05-13T00:42:19.451Z Guangdong Faces Energy Crisis as Iran War Disrupts Fuel Supply, Spiking Power Prices https://dailyalpha.us/news/anthropic-seeks-over-dollar30-billion-in-funding-at-dollar900-billion-valuation-amid-ai-compute-race-6a03c803011290e9214964be DailyAlpha en 2026-05-13T00:38:27.719Z Anthropic Seeks Over $30 Billion in Funding at $900 Billion+ Valuation Amid AI Compute Race https://dailyalpha.us/news/japans-sojitz-explores-southeast-asia-and-india-for-new-rare-earth-supplies-hedging-against-china-risks-6a03c7f2011290e9214964bd DailyAlpha en 2026-05-13T00:38:10.594Z Japan's Sojitz Explores Southeast Asia and India for New Rare Earth Supplies, Hedging Against China Risks https://dailyalpha.us/news/amd-takes-small-stake-in-marvell-signaling-ai-interconnect-strategy-6a03c712011290e921496222 DailyAlpha en 2026-05-13T00:34:26.369Z AMD Takes Small Stake in Marvell, Signaling AI Interconnect Strategy https://dailyalpha.us/news/us-stocks-falter-as-hot-inflation-and-oil-surge-pressure-high-flying-ai-sector-6a03c4d7011290e921496221 DailyAlpha en 2026-05-13T00:24:55.466Z US Stocks Falter as Hot Inflation and Oil Surge Pressure High-Flying AI Sector https://dailyalpha.us/news/uk-10-year-gilt-yield-surges-past-51percent-driven-by-political-risk-inflation-fears-and-supply-pressure-6a03c4ad011290e921496220 DailyAlpha en 2026-05-13T00:24:13.070Z UK 10-Year Gilt Yield Surges Past 5.1%, Driven by Political Risk, Inflation Fears, and Supply Pressure https://dailyalpha.us/news/pakistan-iraq-secure-iranian-approval-for-energy-shipments-through-strait-of-hormuz-6a03c153011290e92149621e DailyAlpha en 2026-05-13T00:04:00.000Z Pakistan, Iraq Secure Iranian Approval for Energy Shipments Through Strait of Hormuz https://dailyalpha.us/news/samsung-electronics-labor-talks-collapse-union-calls-for-general-strike-over-semiconductor-bonus-dispute-6a03bea7011290e9214961d2 DailyAlpha en 2026-05-12T23:58:31.921Z Samsung Electronics Labor Talks Collapse; Union Calls for General Strike Over Semiconductor Bonus Dispute https://dailyalpha.us/news/foxconn-begins-early-shipments-of-cpo-switch-racks-to-nvidia-raises-2026-27-cumulative-forecast-to-50000-units-6a03bde1011290e9214961d1 DailyAlpha en 2026-05-12T23:55:13.921Z Foxconn Begins Early Shipments of CPO Switch Racks to NVIDIA, Raises 2026-27 Cumulative Forecast to 50,000+ Units https://dailyalpha.us/news/asus-doubles-2026-server-growth-target-to-100percent-cites-strong-ai-demand-and-nvidia-rubin-platform-wins-6a03bdc0011290e9214961d0 DailyAlpha en 2026-05-12T23:54:40.574Z ASUS Doubles 2026 Server Growth Target to 100%, Cites Strong AI Demand and NVIDIA Rubin Platform Wins https://dailyalpha.us/news/microsoft-reportedly-recoups-over-2x-openai-investment-as-ai-monetization-accelerates-6a036e60011290e921495101 DailyAlpha en 2026-05-12T18:08:00.000Z Microsoft Reportedly Recoups Over 2x OpenAI Investment as AI Monetization Accelerates https://dailyalpha.us/news/blue-owl-retail-fund-inflows-stall-as-redemption-queues-grow-testing-semi-liquid-model-6a0363aa011290e921494df1 DailyAlpha en 2026-05-12T17:25:00.000Z Blue Owl Retail Fund Inflows Stall as Redemption Queues Grow, Testing Semi-Liquid Model https://dailyalpha.us/news/feds-goolsbee-defends-independence-as-hot-cpi-data-reveals-sticky-services-inflation-6a0363e6011290e921494df2 DailyAlpha en 2026-05-12T17:17:00.000Z Fed's Goolsbee Defends Independence as Hot CPI Data Reveals Sticky Services Inflation https://dailyalpha.us/news/uk-commits-warship-drones-and-jets-to-european-led-hormuz-security-mission-6a035df4011290e921494ded DailyAlpha en 2026-05-12T16:59:00.000Z UK Commits Warship, Drones, and Jets to European-Led Hormuz Security Mission https://dailyalpha.us/news/wispr-ai-nears-dollar2b-valuation-in-dollar260m-funding-round-as-voice-first-interfaces-gain-traction-6a03594b011290e921494d89 DailyAlpha en 2026-05-12T16:46:03.379Z Wispr AI Nears $2B Valuation in $260M Funding Round as Voice-First Interfaces Gain Traction https://dailyalpha.us/news/us-energy-department-considers-billions-in-financing-for-critical-nuclear-parts-to-accelerate-reactor-builds-6a0358ff011290e921494d88 DailyAlpha en 2026-05-12T16:44:47.585Z US Energy Department Considers Billions in Financing for Critical Nuclear Parts to Accelerate Reactor Builds https://dailyalpha.us/news/openai-secures-billions-in-equity-from-suppliers-coreweave-and-cerebras-tying-compute-deals-to-financial-stakes-6a0358f8011290e921494d87 DailyAlpha en 2026-05-12T16:44:40.310Z OpenAI Secures Billions in Equity from Suppliers CoreWeave and Cerebras, Tying Compute Deals to Financial Stakes https://dailyalpha.us/news/scottish-mortgage-defends-dollar125t-spacex-valuation-ahead-of-potential-dollar175t-ipo-6a03586a011290e921494d86 DailyAlpha en 2026-05-12T16:42:18.580Z Scottish Mortgage Defends $1.25T SpaceX Valuation Ahead of Potential $1.75T IPO https://dailyalpha.us/news/gamestop-vows-to-pursue-ebay-bid-after-board-rejects-dollar56b-offer-citing-financing-risks-6a03555d011290e921494caf DailyAlpha en 2026-05-12T16:19:00.000Z GameStop Vows to Pursue eBay Bid After Board Rejects $56B Offer, Citing Financing Risks https://dailyalpha.us/news/kawasaki-heavy-industries-proposes-hydrogen-to-naphtha-tech-amid-hormuz-supply-shock-6a034fba011290e921494c83 DailyAlpha en 2026-05-12T16:05:14.137Z Kawasaki Heavy Industries Proposes Hydrogen-to-Naphtha Tech Amid Hormuz Supply Shock https://dailyalpha.us/news/korea-advances-bill-to-mandate-fair-value-in-mergers-boosting-minority-shareholder-protection-6a034f62011290e921494c81 DailyAlpha en 2026-05-12T16:03:46.216Z Korea Advances Bill to Mandate 'Fair Value' in Mergers, Boosting Minority Shareholder Protection https://dailyalpha.us/news/google-and-spacex-reportedly-discuss-orbital-data-centers-to-tackle-ai-power-crunch-6a0350b0011290e921494cab DailyAlpha en 2026-05-12T16:02:00.000Z Google and SpaceX Reportedly Discuss Orbital Data Centers to Tackle AI Power Crunch https://dailyalpha.us/news/us-ukraine-finalize-deal-to-test-and-co-produce-combat-proven-drones-6a034ec8011290e921494c7f DailyAlpha en 2026-05-12T16:01:12.147Z US, Ukraine Finalize Deal to Test and Co-Produce Combat-Proven Drones https://dailyalpha.us/news/trump-vows-to-secure-irans-nuclear-dust-calls-ceasefire-on-life-support-amid-direct-talks-6a032e9b011290e921494698 DailyAlpha en 2026-05-12T13:43:55.860Z Trump Vows to Secure Iran's 'Nuclear Dust'; Calls Ceasefire 'On Life Support' Amid Direct Talks https://dailyalpha.us/news/ai-memory-boom-drives-smartphone-pc-prices-higher-jdcom-warns-of-weaker-demand-6a032d8c011290e921494697 DailyAlpha en 2026-05-12T13:39:24.292Z AI Memory Boom Drives Smartphone, PC Prices Higher; JD.com Warns of Weaker Demand https://dailyalpha.us/news/aws-reportedly-splits-next-gen-trainium-chip-packaging-between-intel-and-tsmc-to-hedge-against-supply-bottlenecks-6a0329e4011290e9214943db DailyAlpha en 2026-05-12T13:23:48.871Z AWS Reportedly Splits Next-Gen Trainium Chip Packaging Between Intel and TSMC to Hedge Against Supply Bottlenecks https://dailyalpha.us/news/qualcomm-stock-surges-on-ai-hype-but-fundamentals-signal-trouble-ahead-6a032c63011290e9214943df DailyAlpha en 2026-05-12T13:22:00.000Z Qualcomm Stock Surges on AI Hype, But Fundamentals Signal Trouble Ahead https://dailyalpha.us/news/ais-new-bottleneck-emerges-cpu-memory-and-power-constraints-eclipse-gpu-scarcity-6a03292b011290e9214943d9 DailyAlpha en 2026-05-12T13:20:43.178Z AI's New Bottleneck Emerges: CPU, Memory, and Power Constraints Eclipse GPU Scarcity https://dailyalpha.us/news/samsung-labor-talks-stall-union-threatens-walkout-keeps-may-21-strike-on-table-6a032883011290e9214943d7 DailyAlpha en 2026-05-12T13:17:55.115Z Samsung Labor Talks Stall; Union Threatens Walkout, Keeps May 21 Strike on Table https://dailyalpha.us/news/feds-goolsbee-warns-sticky-services-inflation-is-worst-part-of-hot-april-cpi-report-6a032954011290e9214943da DailyAlpha en 2026-05-12T13:14:00.000Z Fed's Goolsbee Warns Sticky Services Inflation is 'Worst Part' of Hot April CPI Report https://dailyalpha.us/news/tech-giants-form-coalition-to-standardize-ai-data-center-optical-connectors-advancing-ebo-technology-6a031f47011290e921494390 DailyAlpha en 2026-05-12T12:38:31.379Z Tech Giants Form Coalition to Standardize AI Data Center Optical Connectors, Advancing EBO Technology https://dailyalpha.us/news/samsung-sk-hynix-cash-hoard-nears-won500-trillion-straining-koreas-financial-system-6a031f2f011290e92149438f DailyAlpha en 2026-05-12T12:38:07.531Z Samsung, SK hynix Cash Hoard Nears ₩500 Trillion, Straining Korea's Financial System https://dailyalpha.us/news/taiwan-index-futures-plunge-amid-high-leverage-ai-driven-memory-stocks-rally-6a031e9a011290e9214940d7 DailyAlpha en 2026-05-12T12:35:38.663Z Taiwan Index Futures Plunge Amid High Leverage; AI-Driven Memory Stocks Rally https://dailyalpha.us/news/ubs-report-reveals-major-optimism-gap-in-enterprise-ai-real-world-adoption-lags-far-behind-market-hype-6a031e68011290e9214940d6 DailyAlpha en 2026-05-12T12:34:48.055Z UBS Report Reveals Major 'Optimism Gap' in Enterprise AI; Real-World Adoption Lags Far Behind Market Hype https://dailyalpha.us/news/bank-of-america-apple-intel-foundry-deal-could-trigger-euro46-billion-asml-order-spark-equipment-up-cycle-6a031e67011290e9214940d5 DailyAlpha en 2026-05-12T12:34:47.823Z Bank of America: Apple-Intel Foundry Deal Could Trigger €4.6 Billion ASML Order, Spark Equipment Up-Cycle https://dailyalpha.us/news/us-and-china-discuss-corn-purchases-ahead-of-trump-xi-summit-aiming-for-diplomatic-win-6a0314a3011290e921494084 DailyAlpha en 2026-05-12T11:53:07.100Z US and China Discuss Corn Purchases Ahead of Trump-Xi Summit, Aiming for Diplomatic Win https://dailyalpha.us/news/us-consumer-spending-accelerates-in-april-as-larger-tax-refunds-offset-gas-price-shock-6a03147f011290e921494083 DailyAlpha en 2026-05-12T11:52:31.584Z US Consumer Spending Accelerates in April as Larger Tax Refunds Offset Gas Price Shock https://dailyalpha.us/news/trump-signals-cuba-policy-pivot-ahead-of-china-summit-citing-havanas-plea-for-help-6a031601011290e921494087 DailyAlpha en 2026-05-12T11:52:00.000Z Trump Signals Cuba Policy Pivot Ahead of China Summit, Citing Havana's Plea for Help https://dailyalpha.us/news/bank-of-korea-mpc-turns-hawkish-amid-personnel-changes-markets-expect-hawkish-hold-in-may-6a03113a011290e921494082 DailyAlpha en 2026-05-12T11:38:34.494Z Bank of Korea MPC Turns Hawkish Amid Personnel Changes; Markets Expect "Hawkish Hold" in May https://dailyalpha.us/news/japan-and-south-korea-ramp-up-coal-power-as-iran-war-disrupts-lng-supply-spikes-prices-6a030b04011290e921493b1b DailyAlpha en 2026-05-12T11:12:04.924Z Japan and South Korea Ramp Up Coal Power as Iran War Disrupts LNG Supply, Spikes Prices https://dailyalpha.us/news/mitsubishi-heavy-projects-strong-gas-turbine-demand-citing-70-100-gw-market-fueled-by-grid-and-data-center-needs-6a0306f4011290e921493847 DailyAlpha en 2026-05-12T10:54:44.600Z Mitsubishi Heavy Projects Strong Gas Turbine Demand, Citing 70-100 GW Market Fueled by Grid and Data Center Needs https://dailyalpha.us/news/iran-demands-war-ends-hormuz-strait-reopens-before-nuclear-talks-resume-6a02ff1e011290e921493507 DailyAlpha en 2026-05-12T10:14:00.000Z Iran Demands War Ends, Hormuz Strait Reopens Before Nuclear Talks Resume https://dailyalpha.us/news/kt-pledges-500-mw-ai-data-center-expansion-leveraging-new-law-for-two-track-siting-strategy-6a02f6b7011290e921492f23 DailyAlpha en 2026-05-12T09:45:27.306Z KT Pledges 500 MW AI Data Center Expansion, Leveraging New Law for “Two-Track” Siting Strategy https://dailyalpha.us/news/jdcom-beats-q1-eps-on-margin-discipline-revenue-edges-past-estimates-6a02f873011290e9214931d4 DailyAlpha en 2026-05-12T09:45:00.000Z JD.com Beats Q1 EPS on Margin Discipline; Revenue Edges Past Estimates https://dailyalpha.us/news/sk-telecom-deepens-anthropic-ties-eyes-prized-access-to-mythos-security-ai-6a02f522011290e921492f21 DailyAlpha en 2026-05-12T09:38:42.900Z SK Telecom Deepens Anthropic Ties, Eyes Prized Access to 'Mythos' Security AI https://dailyalpha.us/news/korean-lawmakers-urge-ira-style-production-incentives-to-counter-global-competition-6a02f323011290e921492f1e DailyAlpha en 2026-05-12T09:30:11.718Z Korean Lawmakers Urge IRA-Style Production Incentives to Counter Global Competition https://dailyalpha.us/news/anthropic-denies-chinese-think-tank-access-to-mythos-ai-citing-us-security-concerns-and-tech-rivalry-6a02effd011290e921492f1b DailyAlpha en 2026-05-12T09:16:45.248Z Anthropic Denies Chinese Think Tank Access to Mythos AI, Citing US Security Concerns and Tech Rivalry https://dailyalpha.us/news/chinas-domestic-fuel-surcharge-hike-rumored-for-may-16-april-increase-holds-amid-high-oil-prices-6a02eff8011290e921492f1a DailyAlpha en 2026-05-12T09:16:40.373Z China's Domestic Fuel Surcharge Hike Rumored for May 16; April Increase Holds Amid High Oil Prices https://dailyalpha.us/news/amazon-overhauls-data-center-design-for-ai-era-adopts-modular-and-liquid-cooled-strategy-6a02eff7011290e921492f19 DailyAlpha en 2026-05-12T09:16:39.123Z Amazon Overhauls Data Center Design for AI Era, Adopts Modular and Liquid-Cooled Strategy https://dailyalpha.us/news/south-korea-denies-ai-national-dividend-plan-after-aides-post-roils-markets-triggers-sharp-kospi-swing-6a02ebbb011290e921492f07 DailyAlpha en 2026-05-12T08:58:35.171Z South Korea Denies AI 'National Dividend' Plan After Aide's Post Roils Markets, Triggers Sharp KOSPI Swing https://dailyalpha.us/news/hanwha-ocean-eyes-second-us-shipyard-amid-surging-naval-and-commercial-demand-6a02eba4011290e921492f06 DailyAlpha en 2026-05-12T08:58:12.560Z Hanwha Ocean Eyes Second U.S. Shipyard Amid Surging Naval and Commercial Demand https://dailyalpha.us/news/us-jobs-report-shows-mixed-signals-payrolls-rise-but-household-survey-and-consumer-sentiment-weaken-6a02d907011290e92149232d DailyAlpha en 2026-05-12T07:38:47.893Z US Jobs Report Shows Mixed Signals; Payrolls Rise but Household Survey and Consumer Sentiment Weaken https://dailyalpha.us/news/new-fed-chair-faces-market-test-amid-soaring-inflation-and-geopolitical-tensions-6a02d228011290e921492326 DailyAlpha en 2026-05-12T07:09:28.356Z New Fed Chair Faces Market Test Amid Soaring Inflation and Geopolitical Tensions https://dailyalpha.us/news/piper-sandler-reaffirms-teslas-dollar500-target-argues-market-underprices-optimus-robot-6a02cd78011290e921492066 DailyAlpha en 2026-05-12T06:49:28.253Z Piper Sandler Reaffirms Tesla's $500 Target, Argues Market Underprices Optimus Robot https://dailyalpha.us/news/hengrui-pharma-and-bristol-myers-squibb-announce-dollar152b-partnership-boosting-china-biotech-sector-6a02cd33011290e921492065 DailyAlpha en 2026-05-12T06:48:19.105Z Hengrui Pharma and Bristol Myers Squibb Announce $15.2B Partnership, Boosting China Biotech Sector https://dailyalpha.us/news/iran-signals-90percent-uranium-enrichment-option-if-attacked-reshaping-diplomatic-leverage-6a02d7c1011290e92149232c DailyAlpha en 2026-05-12T06:33:00.000Z Iran Signals 90% Uranium Enrichment Option if Attacked, Reshaping Diplomatic Leverage https://dailyalpha.us/news/kt-boosts-minimum-dividend-to-won2400-signals-shareholder-return-commitment-despite-q1-profit-dip-6a02bf2e011290e921491d74 DailyAlpha en 2026-05-12T05:48:30.697Z KT Boosts Minimum Dividend to ₩2,400, Signals Shareholder Return Commitment Despite Q1 Profit Dip https://dailyalpha.us/news/olive-young-launches-us-specific-e-commerce-and-first-store-targeting-sephora-and-ulta-6a02bf23011290e921491d73 DailyAlpha en 2026-05-12T05:48:19.940Z Olive Young Launches US-Specific E-Commerce and First Store, Targeting Sephora and Ulta https://dailyalpha.us/news/chinas-refire-enters-korean-hydrogen-bus-market-supplying-fuel-cell-stacks-for-first-time-6a02bf19011290e921491d72 DailyAlpha en 2026-05-12T05:48:09.295Z China's REFIRE Enters Korean Hydrogen Bus Market, Supplying Fuel Cell Stacks for First Time https://dailyalpha.us/news/us-pushes-for-rapid-progress-on-critical-minerals-and-investment-pact-with-japan-6a02bf10011290e921491d71 DailyAlpha en 2026-05-12T05:48:00.837Z US Pushes for 'Rapid Progress' on Critical Minerals and Investment Pact with Japan https://dailyalpha.us/news/oil-prices-climb-as-trump-calls-iran-ceasefire-weak-reigniting-war-risk-premium-6a02aed6011290e921491a87 DailyAlpha en 2026-05-12T05:28:35.228Z Oil Prices Climb as Trump Calls Iran Ceasefire 'Weak,' Reigniting War-Risk Premium https://dailyalpha.us/news/panama-canal-oil-shipments-surge-as-hormuz-closure-reroutes-global-trade-transit-fees-spike-6a02b895011290e921491d70 DailyAlpha en 2026-05-12T05:20:21.938Z Panama Canal Oil Shipments Surge as Hormuz Closure Reroutes Global Trade; Transit Fees Spike https://dailyalpha.us/news/fujifilm-secures-first-ever-japanese-approval-for-savyscus-a-stem-cell-therapy-for-meniscal-injury-6a02ad7e011290e921491a86 DailyAlpha en 2026-05-12T04:33:02.565Z Fujifilm Secures First-Ever Japanese Approval for SAVYSCUS, a Stem Cell Therapy for Meniscal Injury https://dailyalpha.us/news/hanwha-semitech-secures-major-order-for-advanced-packaging-equipment-to-produce-spacex-chips-6a02a916011290e921491a85 DailyAlpha en 2026-05-12T04:14:14.872Z Hanwha Semitech Secures Major Order for Advanced Packaging Equipment to Produce SpaceX Chips https://dailyalpha.us/news/us-itc-rules-for-infineon-in-gan-patent-case-issues-limited-exclusion-order-against-innoscience-6a02a8d2011290e921491a84 DailyAlpha en 2026-05-12T04:13:06.347Z US ITC Rules for Infineon in GaN Patent Case, Issues Limited Exclusion Order Against Innoscience https://dailyalpha.us/news/president-lee-signals-active-fiscal-push-for-h2-2026-citing-sound-debt-structure-amid-oil-shock-6a02a8c8011290e921491a83 DailyAlpha en 2026-05-12T04:12:56.274Z President Lee Signals Active Fiscal Push for H2 2026, Citing Sound Debt Structure Amid Oil Shock https://dailyalpha.us/news/ibiden-clarifies-profit-roadmap-media-compresses-fy2030-target-of-yen15-trillion-into-near-term-plan-6a02a892011290e921491a82 DailyAlpha en 2026-05-12T04:12:02.998Z Ibiden Clarifies Profit Roadmap; Media Compresses FY2030 Target of ¥1.5 Trillion into Near-Term Plan https://dailyalpha.us/news/nec-invests-yen100b-in-submarine-cables-acquires-ship-to-target-40percent-global-share-6a02a663011290e9214917fc DailyAlpha en 2026-05-12T04:02:43.025Z NEC Invests ¥100B in Submarine Cables, Acquires Ship to Target 40% Global Share https://dailyalpha.us/news/pentagon-inspects-south-korean-japanese-shipyards-explores-allied-help-for-new-frigates-6a02a655011290e9214917fb DailyAlpha en 2026-05-12T04:02:29.750Z Pentagon Inspects South Korean, Japanese Shipyards; Explores Allied Help for New Frigates https://dailyalpha.us/news/ls-securities-maintains-underweight-on-korean-battery-sector-citing-overheated-ai-hype-and-mounting-headwinds-6a02a028011290e9214917dc DailyAlpha en 2026-05-12T03:36:08.713Z LS Securities Maintains Underweight on Korean Battery Sector, Citing Overheated AI Hype and Mounting Headwinds https://dailyalpha.us/news/ai-api-gateways-emerge-as-core-infrastructure-amid-agentic-ai-boom-and-rising-model-complexity-6a029de3011290e9214917db DailyAlpha en 2026-05-12T03:26:27.701Z AI API Gateways Emerge as Core Infrastructure Amid Agentic AI Boom and Rising Model Complexity https://dailyalpha.us/news/south-korea-floats-ai-citizen-dividend-funded-by-excess-tax-revenue-not-new-windfall-tax-6a0297dd011290e921491290 DailyAlpha en 2026-05-12T03:00:45.036Z South Korea Floats AI Citizen Dividend Funded by Excess Tax Revenue, Not New Windfall Tax https://dailyalpha.us/news/japan-and-india-formalize-quantum-tech-cooperation-eyeing-hardware-exports-and-strategic-alignment-6a0292d1011290e92149100d DailyAlpha en 2026-05-12T02:39:13.018Z Japan and India Formalize Quantum Tech Cooperation, Eyeing Hardware Exports and Strategic Alignment https://dailyalpha.us/news/alphabet-taps-yen-market-to-fund-ai-expansion-broadening-investor-base-6a029207011290e92149100c DailyAlpha en 2026-05-12T02:35:51.587Z Alphabet Taps Yen Market to Fund AI Expansion, Broadening Investor Base https://dailyalpha.us/news/us-interior-department-repeals-public-lands-rule-prioritizing-energy-and-grazing-over-conservation-6a028ba2011290e92149100b DailyAlpha en 2026-05-12T02:08:34.256Z US Interior Department Repeals Public Lands Rule, Prioritizing Energy and Grazing Over Conservation https://dailyalpha.us/news/trump-pushes-house-to-pass-bill-restricting-corporate-homebuyers-citing-affordability-crisis-6a028b0b011290e92149100a DailyAlpha en 2026-05-12T02:06:03.519Z Trump Pushes House to Pass Bill Restricting Corporate Homebuyers, Citing Affordability Crisis https://dailyalpha.us/news/panasonic-exits-hearing-aid-business-amid-restructuring-citing-intense-competition-and-portfolio-prioritization-6a028a2a011290e921490fdd DailyAlpha en 2026-05-12T02:02:18.785Z Panasonic Exits Hearing Aid Business Amid Restructuring, Citing Intense Competition and Portfolio Prioritization https://dailyalpha.us/news/april-cpi-release-puts-focus-on-rent-anomaly-core-inflation-faces-upward-pressure-from-government-shutdown-aftermath-6a0284f4011290e921490d5f DailyAlpha en 2026-05-12T01:40:04.028Z April CPI Release Puts Focus on Rent Anomaly; Core Inflation Faces Upward Pressure from Government Shutdown Aftermath https://dailyalpha.us/news/openai-caps-microsoft-revenue-share-at-dollar38b-securing-dollar97b-in-savings-and-boosting-path-to-profitability-6a02811f011290e921490d5e DailyAlpha en 2026-05-12T01:15:00.000Z OpenAI Caps Microsoft Revenue Share at $38B, Securing $97B in Savings and Boosting Path to Profitability https://dailyalpha.us/news/legacy-nand-prices-skyrocket-as-samsung-kioxia-halt-production-to-focus-on-ai-memory-6a027823011290e921490a60 DailyAlpha en 2026-05-12T00:45:23.161Z Legacy NAND Prices Skyrocket as Samsung, Kioxia Halt Production to Focus on AI Memory https://dailyalpha.us/news/ai-data-center-race-shifts-to-speed-upstream-firms-capture-early-revenue-amid-power-bottlenecks-6a027430011290e921490a43 DailyAlpha en 2026-05-12T00:28:31.998Z AI Data Center Race Shifts to Speed; Upstream Firms Capture Early Revenue Amid Power Bottlenecks https://dailyalpha.us/news/intel-nvidia-reaffirm-exciting-new-products-in-development-deepening-ai-infrastructure-and-pc-partnership-6a027216011290e921490a42 DailyAlpha en 2026-05-12T00:19:34.758Z Intel, NVIDIA Reaffirm 'Exciting New Products' in Development, Deepening AI Infrastructure and PC Partnership https://dailyalpha.us/news/kyobo-securities-halts-cfd-orders-amid-record-leverage-sparking-overheating-concerns-in-semiconductor-led-rally-6a02720e011290e921490a41 DailyAlpha en 2026-05-12T00:19:26.899Z Kyobo Securities Halts CFD Orders Amid Record Leverage, Sparking Overheating Concerns in Semiconductor-Led Rally https://dailyalpha.us/news/iren-stock-falls-6percent-after-announcing-dollar2-billion-convertible-notes-offering-6a0271b6011290e921490a40 DailyAlpha en 2026-05-12T00:17:58.457Z IREN Stock Falls 6% After Announcing $2 Billion Convertible Notes Offering https://dailyalpha.us/news/kolon-industries-stock-plummets-on-asset-sale-report-focus-shifts-to-fate-of-next-gen-mppo-business-6a0271ae011290e921490a3f DailyAlpha en 2026-05-12T00:17:50.185Z Kolon Industries Stock Plummets on Asset Sale Report; Focus Shifts to Fate of Next-Gen mPPO Business https://dailyalpha.us/news/mediatek-adopts-dual-packaging-strategy-tapping-intels-emib-to-counter-tsmc-cowos-bottlenecks-6a027186011290e921490a3e DailyAlpha en 2026-05-12T00:17:10.116Z MediaTek Adopts Dual Packaging Strategy, Tapping Intel's EMIB to Counter TSMC CoWoS Bottlenecks https://dailyalpha.us/news/kospi-hits-record-high-above-7800-government-cites-low-valuation-delays-capital-gains-tax-6a0203bf011290e92148f2da DailyAlpha en 2026-05-12T00:13:34.971Z KOSPI Hits Record High Above 7,800; Government Cites Low Valuation, Delays Capital Gains Tax