https://dailyalpha.us/news/korean-pension-funds-shift-billions-from-bonds-to-stocks-fueling-ai-led-market-rally-6a018778011290e92147c00e DailyAlpha en 2026-05-11T07:38:32.655Z Korean Pension Funds Shift Billions from Bonds to Stocks, Fueling AI-Led Market Rally https://dailyalpha.us/news/lvmh-chairman-arnault-inspects-seoul-flagship-amid-korean-luxury-rebound-6a018710011290e92147c00d DailyAlpha en 2026-05-11T07:36:48.247Z LVMH Chairman Arnault Inspects Seoul Flagship Amid Korean Luxury Rebound https://dailyalpha.us/news/us-itc-sets-august-2027-target-date-in-sk-hynix-hbm-patent-case-crystallizing-import-ban-risk-6a0186f3011290e92147c00c DailyAlpha en 2026-05-11T07:36:19.185Z US ITC Sets August 2027 Target Date in SK hynix HBM Patent Case, Crystallizing Import Ban Risk https://dailyalpha.us/news/silicon-motion-ceo-warns-ai-memory-shortage-to-persist-until-2028-citing-cross-stack-constraints-6a018626011290e92147c00a DailyAlpha en 2026-05-11T07:32:54.564Z Silicon Motion CEO Warns AI Memory Shortage to Persist Until 2028, Citing Cross-Stack Constraints https://dailyalpha.us/news/sk-hynix-taps-intel-for-advanced-packaging-testing-emib-to-ease-ai-chip-bottleneck-6a018573011290e92147c008 DailyAlpha en 2026-05-11T07:29:55.515Z SK hynix Taps Intel for Advanced Packaging, Testing EMIB to Ease AI Chip Bottleneck https://dailyalpha.us/news/terra-drone-secures-first-defense-contract-supplying-300-training-uavs-to-japans-atla-6a018571011290e92147c007 DailyAlpha en 2026-05-11T07:29:53.124Z Terra Drone Secures First Defense Contract, Supplying 300 Training UAVs to Japan's ATLA https://dailyalpha.us/news/china-accelerates-yuan-internationalization-push-amid-rising-us-sanctions-risk-6a0178e5011290e92147bd0c DailyAlpha en 2026-05-11T07:26:51.267Z China Accelerates Yuan Internationalization Push Amid Rising U.S. Sanctions Risk https://dailyalpha.us/news/korean-steel-rebounds-past-q1-trough-buoyed-by-anti-dumping-duties-and-price-hikes-6a018445011290e92147bfdb DailyAlpha en 2026-05-11T07:24:53.149Z Korean Steel Rebounds Past Q1 Trough, Buoyed by Anti-Dumping Duties and Price Hikes https://dailyalpha.us/news/japan-pledges-crude-oil-support-for-vietnam-activating-powerr-asia-framework-amid-regional-energy-crunch-6a018438011290e92147bfda DailyAlpha en 2026-05-11T07:24:40.458Z Japan Pledges Crude Oil Support for Vietnam, Activating 'POWERR Asia' Framework Amid Regional Energy Crunch https://dailyalpha.us/news/uae-delegation-visits-samsung-sk-hynix-to-secure-ai-memory-supply-for-stargate-project-6a018410011290e92147bd31 DailyAlpha en 2026-05-11T07:24:00.029Z UAE Delegation Visits Samsung, SK hynix to Secure AI Memory Supply for 'Stargate' Project https://dailyalpha.us/news/ai-boom-fuels-abf-substrate-shortage-price-hikes-expected-through-2027-as-supply-chain-tightens-6a018334011290e92147bd30 DailyAlpha en 2026-05-11T07:20:20.615Z AI Boom Fuels ABF Substrate Shortage; Price Hikes Expected Through 2027 as Supply Chain Tightens https://dailyalpha.us/news/samsung-strike-threat-rattles-global-memory-market-apple-hp-inquire-about-supply-chain-risks-6a018232011290e92147bd2f DailyAlpha en 2026-05-11T07:16:02.308Z Samsung Strike Threat Rattles Global Memory Market; Apple, HP Inquire About Supply Chain Risks https://dailyalpha.us/news/google-launches-ai-powered-finance-in-europe-deep-search-goes-global-6a0181f7011290e92147bd2e DailyAlpha en 2026-05-11T07:15:03.460Z Google Launches AI-Powered Finance in Europe; Deep Search Goes Global https://dailyalpha.us/news/lg-innotek-enters-race-for-tesla-ai-chip-substrates-challenging-samsung-electro-mechanics-lead-6a0180cb011290e92147bd2d DailyAlpha en 2026-05-11T07:10:03.577Z LG Innotek Enters Race for Tesla AI Chip Substrates, Challenging Samsung Electro-Mechanics' Lead https://dailyalpha.us/news/hanwha-aerospace-secures-follow-on-deal-for-three-more-chunmoo-launchers-to-estonia-6a0180b3011290e92147bd2c DailyAlpha en 2026-05-11T07:09:39.566Z Hanwha Aerospace Secures Follow-On Deal for Three More Chunmoo Launchers to Estonia https://dailyalpha.us/news/amd-taps-samsung-for-2nm-chip-production-challenging-tsmcs-ai-dominance-6a01808e011290e92147bd2b DailyAlpha en 2026-05-11T07:09:02.266Z AMD Taps Samsung for 2nm Chip Production, Challenging TSMC's AI Dominance https://dailyalpha.us/news/dayuan-optoelectronics-q1-revenue-jumps-427percent-on-us-broadband-upgrades-and-defense-orders-april-sales-surge-96percent-6a017ba3011290e92147bd0d DailyAlpha en 2026-05-11T06:48:03.170Z Dayuan Optoelectronics Q1 Revenue Jumps 42.7% on US Broadband Upgrades and Defense Orders; April Sales Surge 96% https://dailyalpha.us/news/us-iran-back-channel-diplomacy-continues-despite-trumps-public-hard-line-6a018592011290e92147c009 DailyAlpha en 2026-05-11T06:16:00.000Z US-Iran Back-Channel Diplomacy Continues Despite Trump's Public Hard Line https://dailyalpha.us/news/japan-secures-first-central-asian-oil-tanker-operationalizing-non-hormuz-supply-route-6a016779011290e92147ad4c DailyAlpha en 2026-05-11T05:09:00.000Z Japan Secures First Central Asian Oil Tanker, Operationalizing Non-Hormuz Supply Route https://dailyalpha.us/news/s-oil-cites-price-cap-impact-in-q1-earnings-signals-conservative-dividend-after-effective-loss-in-march-6a016144011290e92147ad1e DailyAlpha en 2026-05-11T04:55:32.817Z S-Oil Cites Price Cap Impact in Q1 Earnings, Signals Conservative Dividend After 'Effective Loss' in March https://dailyalpha.us/news/softbank-ventures-into-battery-manufacturing-to-power-ai-data-centers-secure-supply-chains-6a0160b7011290e92147ad1d DailyAlpha en 2026-05-11T04:53:11.516Z SoftBank Ventures into Battery Manufacturing to Power AI Data Centers, Secure Supply Chains https://dailyalpha.us/news/ecb-signals-caution-on-june-rate-hike-citing-iran-conflict-and-volatile-energy-prices-6a015774011290e92147aa8f DailyAlpha en 2026-05-11T04:04:00.000Z ECB Signals Caution on June Rate Hike, Citing Iran Conflict and Volatile Energy Prices https://dailyalpha.us/news/foxconn-partners-with-polands-emp-to-build-eu-electric-vehicle-hub-dodging-china-tariffs-6a01444e011290e92147a4f2 DailyAlpha en 2026-05-11T02:51:58.329Z Foxconn Partners with Poland's EMP to Build EU Electric Vehicle Hub, Dodging China Tariffs https://dailyalpha.us/news/semiconductor-super-cycle-fuels-tax-boom-raising-prospects-for-2027-ultra-budget-6a014393011290e92147a4f1 DailyAlpha en 2026-05-11T02:48:51.796Z Semiconductor Super-Cycle Fuels Tax Boom, Raising Prospects for 2027 'Ultra Budget' https://dailyalpha.us/news/moderna-confirms-early-stage-hantavirus-vaccine-research-amid-cruise-ship-outbreak-6a014372011290e92147a4f0 DailyAlpha en 2026-05-11T02:48:18.022Z Moderna Confirms Early-Stage Hantavirus Vaccine Research Amid Cruise Ship Outbreak https://dailyalpha.us/news/ubs-downgrades-dell-to-neutral-citing-priced-in-ai-upside-after-156percent-rally-6a01425d011290e92147a4e6 DailyAlpha en 2026-05-11T02:43:41.161Z UBS Downgrades Dell to Neutral, Citing Priced-In AI Upside After 156% Rally https://dailyalpha.us/news/white-house-considers-federal-gas-tax-holiday-as-pump-prices-surge-above-dollar450-6a014256011290e92147a4e5 DailyAlpha en 2026-05-11T02:43:34.943Z White House Considers Federal Gas Tax Holiday as Pump Prices Surge Above $4.50 https://dailyalpha.us/news/kospi-surges-past-7800-on-tech-rally-correction-risks-loom-amid-policy-and-flow-shifts-6a014236011290e92147a4e1 DailyAlpha en 2026-05-11T02:43:02.956Z KOSPI Surges Past 7,800 on Tech Rally; Correction Risks Loom Amid Policy and Flow Shifts https://dailyalpha.us/news/samsung-union-holds-firm-on-15percent-profit-sharing-demand-raising-strike-risk-6a0141db011290e92147a4e0 DailyAlpha en 2026-05-11T02:41:31.617Z Samsung Union Holds Firm on 15% Profit-Sharing Demand, Raising Strike Risk https://dailyalpha.us/news/eu-prepares-new-sanctions-targeting-russias-shadow-fleet-banks-and-stolen-grain-trade-6a013f3a011290e92147a4df DailyAlpha en 2026-05-11T02:23:00.000Z EU Prepares New Sanctions Targeting Russia's Shadow Fleet, Banks, and Stolen Grain Trade https://dailyalpha.us/news/south-koreas-early-may-exports-jump-437percent-driven-by-150percent-surge-in-ai-linked-semiconductor-shipments-6a0136b2011290e921479cff DailyAlpha en 2026-05-11T01:53:54.678Z South Korea's Early May Exports Jump 43.7%, Driven by 150% Surge in AI-Linked Semiconductor Shipments https://dailyalpha.us/news/openai-enables-massive-employee-stock-sale-sets-dollar30m-per-seller-cap-to-retain-talent-6a012f01011290e921479cf9 DailyAlpha en 2026-05-11T01:40:07.372Z OpenAI Enables Massive Employee Stock Sale, Sets $30M Per-Seller Cap to Retain Talent https://dailyalpha.us/news/chinas-april-inflation-accelerates-past-forecasts-factory-prices-surgereducing-bets-on-broad-monetary-easing-6a01317d68c05cec850add1d DailyAlpha en 2026-05-11T01:30:00.000Z China's April Inflation Accelerates Past Forecasts, Factory Prices Surge—Reducing Bets on Broad Monetary Easing https://dailyalpha.us/news/hormuz-strait-closure-dominates-trump-xi-summit-agenda-amid-us-iran-war-6a012fd9011290e921479cfb DailyAlpha en 2026-05-11T01:24:41.445Z Hormuz Strait Closure Dominates Trump-Xi Summit Agenda Amid U.S.-Iran War https://dailyalpha.us/news/taiwan-to-forward-deploy-himars-to-outlying-islands-challenging-chinas-coastal-staging-areas-6a012edd011290e921479cf8 DailyAlpha en 2026-05-11T01:20:29.057Z Taiwan to Forward-Deploy HIMARS to Outlying Islands, Challenging China's Coastal Staging Areas https://dailyalpha.us/news/netanyahu-hardens-stance-on-iran-quotes-trumps-i-want-to-go-in-remark-on-nuclear-sites-6a012b2b011290e921479a7b DailyAlpha en 2026-05-11T00:55:00.000Z Netanyahu Hardens Stance on Iran, Quotes Trump's "I Want to Go In" Remark on Nuclear Sites https://dailyalpha.us/news/samsung-foundry-reportedly-wins-2nm-notebook-cpu-order-sparking-stock-rally-6a0124dc011290e921479a09 DailyAlpha en 2026-05-11T00:37:48.359Z Samsung Foundry Reportedly Wins 2nm Notebook CPU Order, Sparking Stock Rally https://dailyalpha.us/news/canada-signals-satisfaction-with-improved-submarine-bids-hanwha-tkms-boost-local-content-ahead-of-summer-decision-6a0124ba011290e921479a08 DailyAlpha en 2026-05-11T00:37:14.261Z Canada Signals Satisfaction with Improved Submarine Bids; Hanwha, TKMS Boost Local Content Ahead of Summer Decision https://dailyalpha.us/news/fda-chief-dismissal-rumors-spark-rally-in-rare-and-gene-therapy-stocks-white-house-denial-creates-uncertainty-6a012474011290e921479a07 DailyAlpha en 2026-05-11T00:36:04.826Z FDA Chief Dismissal Rumors Spark Rally in Rare & Gene Therapy Stocks; White House Denial Creates Uncertainty https://dailyalpha.us/news/hyundai-motor-group-to-deploy-robots-for-rok-armys-non-lethal-missions-accelerating-commercialization-6a01234d011290e921479a06 DailyAlpha en 2026-05-11T00:31:09.638Z Hyundai Motor Group to Deploy Robots for ROK Army's Non-Lethal Missions, Accelerating Commercialization https://dailyalpha.us/news/ai-infrastructure-boom-fuels-global-equity-rally-hyperscaler-capex-drives-supply-chain-surge-6a012306011290e921479a05 DailyAlpha en 2026-05-11T00:29:58.228Z AI Infrastructure Boom Fuels Global Equity Rally; Hyperscaler Capex Drives Supply Chain Surge https://dailyalpha.us/news/hyundai-motor-and-kai-partner-on-air-mobility-as-hanwha-ups-stake-sparking-sky-hegemony-race-6a012300011290e921479a04 DailyAlpha en 2026-05-11T00:29:52.313Z Hyundai Motor and KAI Partner on Air Mobility as Hanwha Ups Stake, Sparking 'Sky Hegemony' Race https://dailyalpha.us/news/trumps-dont-like-it-comment-on-iran-response-spikes-oil-prices-heightens-hormuz-risk-6a012262011290e921479a03 DailyAlpha en 2026-05-11T00:27:14.715Z Trump's 'Don't Like It' Comment on Iran Response Spikes Oil Prices, Heightens Hormuz Risk https://dailyalpha.us/news/nvidias-2026-ai-equity-investments-surpass-dollar40-billion-targeting-full-ecosystem-control-6a0121d6011290e921479a02 DailyAlpha en 2026-05-11T00:24:55.000Z Nvidia's 2026 AI Equity Investments Surpass $40 Billion, Targeting Full Ecosystem Control https://dailyalpha.us/news/skc-accelerates-portfolio-rebalancing-sells-non-core-assets-to-fund-glass-substrate-push-6a012069011290e92147976a DailyAlpha en 2026-05-11T00:18:49.533Z SKC Accelerates Portfolio Rebalancing, Sells Non-Core Assets to Fund Glass Substrate Push https://dailyalpha.us/news/chinas-excavator-makers-hike-prices-in-unison-ending-price-war-amid-demand-recovery-6a011c23011290e92147974f DailyAlpha en 2026-05-11T00:00:35.922Z China's Excavator Makers Hike Prices in Unison, Ending Price War Amid Demand Recovery https://dailyalpha.us/news/hbm4-delay-rumors-resurface-market-sees-high-spec-constraints-not-structural-setbacks-6a011b9f011290e92147974e DailyAlpha en 2026-05-10T23:58:23.524Z HBM4 Delay Rumors Resurface; Market Sees High-Spec Constraints, Not Structural Setbacks https://dailyalpha.us/news/us-treasury-secretary-flies-to-tokyo-seoul-for-pre-summit-talks-on-energy-fx-and-tech-6a00a8ea011290e921478283 DailyAlpha en 2026-05-10T15:48:58.929Z US Treasury Secretary Flies to Tokyo, Seoul for Pre-Summit Talks on Energy, FX, and Tech https://dailyalpha.us/news/japan-moves-to-reform-companies-act-capping-executive-liability-to-spur-investment-6a00a851011290e921478282 DailyAlpha en 2026-05-10T15:46:25.966Z Japan Moves to Reform Companies Act, Capping Executive Liability to Spur Investment https://dailyalpha.us/news/china-unveils-hanyuan-2-a-200-qubit-dual-core-quantum-computer-shifting-focus-to-scalable-architectures-6a00a420011290e921478281 DailyAlpha en 2026-05-10T15:28:32.060Z China Unveils Hanyuan-2, a 200-Qubit Dual-Core Quantum Computer, Shifting Focus to Scalable Architectures https://dailyalpha.us/news/korea-exchange-plans-kosdaq-revamp-introducing-premium-100-tier-to-attract-pension-funds-6a00a0c0011290e921477ff0 DailyAlpha en 2026-05-10T15:14:08.596Z Korea Exchange Plans KOSDAQ Revamp, Introducing 'Premium 100' Tier to Attract Pension Funds https://dailyalpha.us/news/trump-and-xi-to-meet-may-14-15-markets-watch-for-de-escalation-on-tariffs-tech-and-trade-6a0074f1011290e921477837 DailyAlpha en 2026-05-10T12:07:13.371Z Trump and Xi to Meet May 14-15; Markets Watch for De-escalation on Tariffs, Tech, and Trade https://dailyalpha.us/news/banks-push-to-ban-all-stablecoin-rewards-challenging-senate-compromise-ahead-of-markup-6a006e1b011290e9214777ee DailyAlpha en 2026-05-10T11:38:03.378Z Banks Push to Ban All Stablecoin Rewards, Challenging Senate Compromise Ahead of Markup https://dailyalpha.us/news/chinas-q1-marriage-registrations-hit-record-low-signaling-weaker-household-formation-and-property-demand-6a006de6011290e9214777ed DailyAlpha en 2026-05-10T11:37:10.967Z China's Q1 Marriage Registrations Hit Record Low, Signaling Weaker Household Formation and Property Demand https://dailyalpha.us/news/japan-considers-sending-officials-to-russia-to-protect-corporate-assets-amid-sanctions-6a006ddc011290e9214777ec DailyAlpha en 2026-05-10T11:37:00.774Z Japan Considers Sending Officials to Russia to Protect Corporate Assets Amid Sanctions https://dailyalpha.us/news/qatar-lng-carrier-clears-strait-of-hormuz-for-first-time-since-conflict-signaling-potential-easing-of-blockade-6a006dad011290e9214777eb DailyAlpha en 2026-05-10T11:36:13.434Z Qatar LNG Carrier Clears Strait of Hormuz for First Time Since Conflict, Signaling Potential Easing of Blockade https://dailyalpha.us/news/us-recruiter-demand-rises-on-ai-healthcare-hiring-uk-market-shrinks-amid-cost-pressures-6a006d74011290e9214777ea DailyAlpha en 2026-05-10T11:35:16.685Z US Recruiter Demand Rises on AI, Healthcare Hiring; UK Market Shrinks Amid Cost Pressures https://dailyalpha.us/news/uk-pm-starmer-vows-10-year-rule-amid-leadership-challenge-after-crushing-local-election-defeat-6a006d3e011290e9214777e9 DailyAlpha en 2026-05-10T11:34:22.638Z UK PM Starmer Vows 10-Year Rule Amid Leadership Challenge After Crushing Local Election Defeat https://dailyalpha.us/news/koreas-domestic-equity-etfs-top-won200-trillion-as-kospi-blasts-past-7000-signaling-retail-investor-u-turn-to-home-market-6a005e75011290e921477536 DailyAlpha en 2026-05-10T10:31:17.852Z Korea's Domestic Equity ETFs Top ₩200 Trillion as KOSPI Blasts Past 7,000, Signaling Retail Investor 'U-Turn' to Home Market https://dailyalpha.us/news/china-accelerates-six-networks-infrastructure-push-to-bolster-economy-with-special-bonds-6a005de8011290e921477535 DailyAlpha en 2026-05-10T10:28:56.680Z China Accelerates 'Six Networks' Infrastructure Push to Bolster Economy with Special Bonds https://dailyalpha.us/news/south-korean-refiners-brace-for-q2-headwinds-after-strong-q1-fueled-by-fleeting-gains-6a00549f011290e92147727d DailyAlpha en 2026-05-10T09:49:19.221Z South Korean Refiners Brace for Q2 Headwinds After Strong Q1 Fueled by Fleeting Gains https://dailyalpha.us/news/kospi-rally-swells-tax-revenue-sparking-debate-on-capital-gains-tax-crypto-taxation-to-proceed-as-planned-6a004e24011290e92147727c DailyAlpha en 2026-05-10T09:21:40.050Z KOSPI Rally Swells Tax Revenue, Sparking Debate on Capital Gains Tax; Crypto Taxation to Proceed as Planned https://dailyalpha.us/news/psf-oled-race-heats-up-samsung-counters-chinese-rivals-with-displays-achieving-both-high-brightness-and-wide-color-gamut-6a004d76011290e921476ff3 DailyAlpha en 2026-05-10T09:18:46.126Z PSF OLED Race Heats Up: Samsung Counters Chinese Rivals with Displays Achieving Both High Brightness and Wide Color Gamut https://dailyalpha.us/news/koreas-top-3-battery-firms-push-for-less-price-driven-competition-in-ess-tenders-6a00471a011290e921476fcb DailyAlpha en 2026-05-10T08:51:38.713Z Korea's Top 3 Battery Firms Push for Less Price-Driven Competition in ESS Tenders https://dailyalpha.us/news/lg-electronics-auto-parts-division-turns-profitable-eyes-cumulative-breakeven-in-2026-after-13-year-struggle-6a0046cd011290e921476fca DailyAlpha en 2026-05-10T08:50:21.511Z LG Electronics' Auto Parts Division Turns Profitable, Eyes Cumulative Breakeven in 2026 After 13-Year Struggle https://dailyalpha.us/news/samsung-maintains-balanced-us-china-patent-strategy-as-chinese-firms-focus-98percent-of-patents-domestically-6a0046c7011290e921476fc9 DailyAlpha en 2026-05-10T08:50:15.028Z Samsung Maintains Balanced US-China Patent Strategy as Chinese Firms Focus 98% of Patents Domestically https://dailyalpha.us/news/lg-led-consortium-wins-dollar35m-bid-to-develop-koreas-sovereign-robot-ai-foundation-models-6a0024fa011290e921476aab DailyAlpha en 2026-05-10T06:26:02.345Z LG-Led Consortium Wins ~$35M Bid to Develop Korea’s Sovereign Robot AI Foundation Models https://dailyalpha.us/news/ai-boom-distorts-us-economy-boosting-markets-while-squeezing-real-wages-6a00097b011290e921476484 DailyAlpha en 2026-05-10T04:28:43.985Z AI Boom Distorts US Economy, Boosting Markets While Squeezing Real Wages https://dailyalpha.us/news/putin-declares-ukraine-war-coming-to-an-end-amid-us-brokered-ceasefire-moscow-scales-back-victory-day-parade-6a0004e2011290e921476219 DailyAlpha en 2026-05-10T04:09:06.611Z Putin Declares Ukraine War 'Coming to an End' Amid US-Brokered Ceasefire; Moscow Scales Back Victory Day Parade https://dailyalpha.us/news/smee-launches-mass-production-of-28nm-duv-lithography-tool-bolstering-chinas-chip-self-sufficiency-6a0003ef011290e921476217 DailyAlpha en 2026-05-10T04:05:03.218Z SMEE Launches Mass Production of 28nm DUV Lithography Tool, Bolstering China's Chip Self-Sufficiency https://dailyalpha.us/news/palantir-stock-slides-despite-record-growth-as-ai-labs-emerge-as-direct-competitors-6a0003ca011290e921476216 DailyAlpha en 2026-05-10T04:04:26.171Z Palantir Stock Slides Despite Record Growth as AI Labs Emerge as Direct Competitors https://dailyalpha.us/news/openai-launches-advanced-real-time-voice-agents-escalating-ai-platform-competition-69ffea2f011290e921475d04 DailyAlpha en 2026-05-10T02:15:11.022Z OpenAI Launches Advanced Real-Time Voice Agents, Escalating AI Platform Competition https://dailyalpha.us/news/chinas-april-exports-surge-141percent-driven-by-global-ai-hardware-boom-69ffea13011290e921475d03 DailyAlpha en 2026-05-10T02:14:43.273Z China's April Exports Surge 14.1%, Driven by Global AI Hardware Boom https://dailyalpha.us/news/china-accelerates-gold-purchases-buying-aprils-price-dip-to-extend-18-month-streak-69ffe8f5011290e921475d02 DailyAlpha en 2026-05-10T02:09:57.998Z China Accelerates Gold Purchases, Buying April's Price Dip to Extend 18-Month Streak https://dailyalpha.us/news/morgan-stanley-reaffirms-us-overweight-rotates-from-large-caps-to-smid-caps-69ffe8d6011290e921475d01 DailyAlpha en 2026-05-10T02:09:26.402Z Morgan Stanley Reaffirms US Overweight, Rotates from Large-Caps to SMID-Caps https://dailyalpha.us/news/hantavirus-outbreak-on-cruise-ship-contained-experts-deem-global-risk-exceedingly-low-69ffe885011290e921475d00 DailyAlpha en 2026-05-10T02:08:05.158Z Hantavirus Outbreak on Cruise Ship Contained; Experts Deem Global Risk 'Exceedingly Low' https://dailyalpha.us/news/us-leans-on-qatar-in-final-push-for-iran-war-deal-aims-to-reopen-strait-of-hormuz-69ffe67c011290e921475cc0 DailyAlpha en 2026-05-10T01:59:24.930Z US Leans on Qatar in Final Push for Iran War Deal, Aims to Reopen Strait of Hormuz https://dailyalpha.us/news/canada-proposes-fortress-north-america-in-key-sectors-to-shape-2026-usmca-review-69ffe663011290e921475cbf DailyAlpha en 2026-05-10T01:58:59.319Z Canada Proposes 'Fortress North America' in Key Sectors to Shape 2026 USMCA Review https://dailyalpha.us/news/iran-urges-nationwide-energy-conservation-as-us-naval-blockade-hits-oil-exports-69ffe5e8011290e921475cbe DailyAlpha en 2026-05-10T01:56:56.312Z Iran Urges Nationwide Energy Conservation as US Naval Blockade Hits Oil Exports https://dailyalpha.us/news/us-scrutinizes-chinese-auto-parts-in-american-cars-shifting-focus-from-vehicle-bans-to-supply-chain-risks-69ff5bff011290e921474046 DailyAlpha en 2026-05-09T16:08:31.132Z US Scrutinizes Chinese Auto Parts in American Cars, Shifting Focus from Vehicle Bans to Supply Chain Risks https://dailyalpha.us/news/china-urges-germany-to-curb-eus-protectionist-drift-amid-widening-trade-disputes-69ff5bd2011290e921474045 DailyAlpha en 2026-05-09T16:07:46.139Z China Urges Germany to Curb EU's 'Protectionist Drift' Amid Widening Trade Disputes https://dailyalpha.us/news/helsing-targets-dollar12b-raise-at-dollar18b-valuation-driven-by-german-drone-contracts-and-battlefield-validation-69ff5bbd011290e921474044 DailyAlpha en 2026-05-09T16:07:25.139Z Helsing Targets $1.2B Raise at $18B Valuation, Driven by German Drone Contracts and Battlefield Validation https://dailyalpha.us/news/iran-considers-control-over-hormuz-internet-cables-sparking-regional-connectivity-fears-69ff5a12011290e92147400a DailyAlpha en 2026-05-09T16:00:18.457Z Iran Considers Control Over Hormuz Internet Cables, Sparking Regional Connectivity Fears https://dailyalpha.us/news/diet-coke-disappears-from-indian-shelves-as-iran-war-disrupts-aluminum-can-supply-69ff5953011290e921474005 DailyAlpha en 2026-05-09T15:57:07.959Z Diet Coke Disappears from Indian Shelves as Iran War Disrupts Aluminum Can Supply https://dailyalpha.us/news/spacex-dissolves-xai-into-new-spacexai-division-leases-supercomputer-to-anthropic-ahead-of-ipo-69ff54e1011290e921473fed DailyAlpha en 2026-05-09T15:38:09.758Z SpaceX Dissolves xAI into New 'SpaceXAI' Division, Leases Supercomputer to Anthropic Ahead of IPO https://dailyalpha.us/news/jersey-mikes-confidentially-files-for-ipo-targeting-late-2026-listing-amid-market-headwinds-69ff2d2f011290e9214736ca DailyAlpha en 2026-05-09T12:48:47.332Z Jersey Mike's Confidentially Files for IPO, Targeting Late 2026 Listing Amid Market Headwinds https://dailyalpha.us/news/chinas-q1-gold-consumption-pivots-to-savings-as-bar-and-coin-demand-surges-69ff28fd011290e9214736c9 DailyAlpha en 2026-05-09T12:30:53.068Z China's Q1 Gold 'Consumption' Pivots to Savings as Bar and Coin Demand Surges https://dailyalpha.us/news/japan-south-korea-to-hold-urgent-summit-amid-hormuz-crisis-and-regional-threats-69ff2590011290e921473448 DailyAlpha en 2026-05-09T12:16:16.593Z Japan, South Korea to Hold Urgent Summit Amid Hormuz Crisis and Regional Threats https://dailyalpha.us/news/israel-pushes-us-to-target-irans-entire-energy-grid-within-24-hours-if-diplomacy-fails-69ff2342011290e921473447 DailyAlpha en 2026-05-09T12:06:26.537Z Israel Pushes US to Target Iran’s Entire Energy Grid Within 24 Hours if Diplomacy Fails https://dailyalpha.us/news/goldman-sachs-pushes-fed-rate-cut-forecast-to-december-2026-on-persistent-oil-shock-69ff2040011290e9214733f1 DailyAlpha en 2026-05-09T11:53:36.301Z Goldman Sachs Pushes Fed Rate Cut Forecast to December 2026 on Persistent Oil Shock https://dailyalpha.us/news/taiwans-april-exports-surge-39percent-on-ai-demand-47-year-high-price-inflation-signals-supply-crunch-69ff1f06011290e9214733f0 DailyAlpha en 2026-05-09T11:48:22.883Z Taiwan's April Exports Surge 39% on AI Demand; 47-Year High Price Inflation Signals Supply Crunch https://dailyalpha.us/news/mhi-ramps-up-gas-turbine-output-with-lean-capex-racing-ge-and-siemens-amid-ai-power-demand-69ff1ee2011290e9214733ef DailyAlpha en 2026-05-09T11:47:46.250Z MHI Ramps Up Gas Turbine Output with Lean Capex, Racing GE and Siemens Amid AI Power Demand https://dailyalpha.us/news/ase-and-wus-partner-to-build-dollar11b-advanced-packaging-plant-in-kaohsiung-targeting-ai-supply-bottleneck-69ff1ed3011290e9214733ee DailyAlpha en 2026-05-09T11:47:31.063Z ASE and WUS Partner to Build $1.1B Advanced Packaging Plant in Kaohsiung, Targeting AI Supply Bottleneck https://dailyalpha.us/news/cerebras-ipo-heavily-oversubscribed-plans-to-raise-price-range-amid-strong-ai-demand-69ff1e7d011290e9214733ed DailyAlpha en 2026-05-09T11:46:05.562Z Cerebras IPO Heavily Oversubscribed, Plans to Raise Price Range Amid Strong AI Demand https://dailyalpha.us/news/bytedance-boosts-2026-ai-capex-to-dollar30b-amid-memory-scarcity-pivots-to-domestic-chips-69ff1cf7011290e9214733ec DailyAlpha en 2026-05-09T11:39:35.619Z ByteDance Boosts 2026 AI Capex to $30B Amid Memory Scarcity, Pivots to Domestic Chips https://dailyalpha.us/news/us-brokers-3-day-ceasefire-in-ukraine-sides-agree-to-massive-1000-for-1000-prisoner-swap-69ff08d9115736b0bd203fde DailyAlpha en 2026-05-09T10:13:44.995Z US Brokers 3-Day Ceasefire in Ukraine; Sides Agree to Massive 1,000-for-1,000 Prisoner Swap