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 https://dailyalpha.us/news/citigroup-ceo-warns-of-renewed-supply-chain-shortages-prolonged-inflation-69fedbaa34b0b6341705ade6 DailyAlpha en 2026-05-09T07:00:58.466Z Citigroup CEO Warns of Renewed Supply Chain Shortages, Prolonged Inflation https://dailyalpha.us/news/ai-demand-surge-pushes-2026-semiconductor-packaging-market-to-dollar6189b-forecast-highlighting-deepening-supply-chain-bottlenecks-69fedb6f34b0b6341705ade5 DailyAlpha en 2026-05-09T06:59:59.110Z AI Demand Surge Pushes 2026 Semiconductor Packaging Market to $618.9B Forecast, Highlighting Deepening Supply Chain Bottlenecks https://dailyalpha.us/news/single-stock-leveraged-etfs-postponed-to-late-may-avoiding-conflict-with-national-growth-fund-launch-69fed4fb34b0b6341705ade4 DailyAlpha en 2026-05-09T06:32:27.622Z Single-Stock Leveraged ETFs Postponed to Late May, Avoiding Conflict with National Growth Fund Launch https://dailyalpha.us/news/hyundai-motor-group-stocks-surge-on-boston-dynamics-ipo-hopes-commercialization-and-governance-narratives-converge-69fed4ab34b0b6341705ade3 DailyAlpha en 2026-05-09T06:31:07.451Z Hyundai Motor Group Stocks Surge on Boston Dynamics IPO Hopes; Commercialization and Governance Narratives Converge https://dailyalpha.us/news/korean-duty-free-sector-rebounds-as-strong-yuan-tourist-influx-drive-surprise-q1-profits-69fed4a534b0b6341705ade2 DailyAlpha en 2026-05-09T06:31:01.754Z Korean Duty-Free Sector Rebounds as Strong Yuan, Tourist Influx Drive Surprise Q1 Profits https://dailyalpha.us/news/nand-market-decouples-consumer-spot-prices-plunge-while-industrial-contracts-soar-on-ai-driven-supply-shifts-69fed49d34b0b6341705ade1 DailyAlpha en 2026-05-09T06:30:53.233Z NAND Market Decouples: Consumer Spot Prices Plunge While Industrial Contracts Soar on AI-Driven Supply Shifts https://dailyalpha.us/news/citi-sees-copper-moderating-to-dollar12000t-by-q4-as-us-tariffs-and-record-inventories-create-headwinds-69fed48734b0b6341705ade0 DailyAlpha en 2026-05-09T06:30:31.114Z Citi Sees Copper Moderating to $12,000/t by Q4 as US Tariffs and Record Inventories Create Headwinds https://dailyalpha.us/news/akamai-secures-record-dollar18b-ai-cloud-deal-with-anthropic-signaling-expansion-of-compute-arms-race-69fed3fa34b0b6341705addf DailyAlpha en 2026-05-09T06:28:10.159Z Akamai Secures Record $1.8B AI Cloud Deal with Anthropic, Signaling Expansion of Compute Arms Race https://dailyalpha.us/news/trump-touts-dell-fueling-ai-stock-frenzy-and-geopolitical-risk-69fed3d134b0b6341705adde DailyAlpha en 2026-05-09T06:27:29.353Z Trump Touts Dell, Fueling AI Stock Frenzy and Geopolitical Risk https://dailyalpha.us/news/white-house-preps-ai-cybersecurity-order-pivots-to-voluntary-collaboration-over-mandatory-testing-69fed3a734b0b6341705addd DailyAlpha en 2026-05-09T06:26:47.261Z White House Preps AI-Cybersecurity Order, Pivots to Voluntary Collaboration Over Mandatory Testing https://dailyalpha.us/news/anthropic-leases-spacexs-colossus-1-data-center-securing-220000-nvidia-gpus-for-immediate-inference-capacity-69feb9f134b0b6341705a902 DailyAlpha en 2026-05-09T04:37:05.123Z Anthropic Leases SpaceX's Colossus 1 Data Center, Securing 220,000 NVIDIA GPUs for Immediate Inference Capacity https://dailyalpha.us/news/alphabets-isomorphic-labs-reportedly-in-talks-to-raise-over-dollar2b-to-scale-ai-drug-discovery-69fea59134b0b6341705a42e DailyAlpha en 2026-05-09T03:10:09.752Z Alphabet’s Isomorphic Labs Reportedly in Talks to Raise Over $2B to Scale AI Drug Discovery https://dailyalpha.us/news/michael-burry-buys-mercadolibre-dip-betting-on-long-term-growth-amid-profit-misses-69fe9fe034b0b6341705a410 DailyAlpha en 2026-05-09T02:45:52.991Z Michael Burry Buys MercadoLibre Dip, Betting on Long-Term Growth Amid Profit Misses https://dailyalpha.us/news/us-south-korea-launch-kuspi-initiative-to-execute-dollar150b-american-shipbuilding-revitalization-plan-69fe9d9134b0b6341705a40f DailyAlpha en 2026-05-09T02:36:01.005Z US, South Korea Launch KUSPI Initiative to Execute $150B American Shipbuilding Revitalization Plan https://dailyalpha.us/news/ai-driven-layoffs-accelerate-as-us-productivity-rises-tech-firms-cut-staff-amid-capex-boom-69fe939234b0b6341705a17c DailyAlpha en 2026-05-09T01:53:22.259Z AI-Driven Layoffs Accelerate as US Productivity Rises, Tech Firms Cut Staff Amid Capex Boom https://dailyalpha.us/news/tehran-orders-full-return-to-office-signaling-normalcy-amid-fragile-ceasefire-69fe90a134b0b6341705a17b DailyAlpha en 2026-05-09T01:40:49.550Z Tehran Orders Full Return to Office, Signaling Normalcy Amid Fragile Ceasefire https://dailyalpha.us/news/elon-musk-signals-deeper-intel-partnership-with-on-site-fab-visit-teases-tesla-and-spacex-collaboration-69fe8f1134b0b6341705a17a DailyAlpha en 2026-05-09T01:34:09.827Z Elon Musk Signals Deeper Intel Partnership with On-Site Fab Visit, Teases Tesla and SpaceX Collaboration https://dailyalpha.us/news/fed-risk-survey-elevates-geopolitical-and-oil-shocks-above-inflation-ai-and-private-credit-concerns-mount-69fe49bc34b0b634170594f2 DailyAlpha en 2026-05-08T20:00:00.000Z Fed Risk Survey Elevates Geopolitical and Oil Shocks Above Inflation; AI and Private Credit Concerns Mount https://dailyalpha.us/news/rocket-lab-stock-jumps-30percent-on-record-earnings-major-contracts-and-strategic-acquisition-69fe2dfe337a77a161144148 DailyAlpha en 2026-05-08T18:39:58.195Z Rocket Lab Stock Jumps 30% on Record Earnings, Major Contracts, and Strategic Acquisition https://dailyalpha.us/news/feds-goolsbee-signals-renewed-inflation-focus-as-energy-shock-roils-policy-path-69fe2e1e337a77a161144149 DailyAlpha en 2026-05-08T18:33:00.000Z Fed's Goolsbee Signals Renewed Inflation Focus as Energy Shock Roils Policy Path https://dailyalpha.us/news/apollo-blackstone-weigh-dollar35b-private-loan-for-broadcoms-ai-expansion-69fe1d87337a77a161143e9a DailyAlpha en 2026-05-08T17:22:00.000Z Apollo, Blackstone Weigh $35B Private Loan for Broadcom's AI Expansion https://dailyalpha.us/news/freeport-lng-curbs-output-for-maintenance-canceling-cargoes-amid-tight-global-market-69fe18e0337a77a161143c12 DailyAlpha en 2026-05-08T17:01:00.000Z Freeport LNG Curbs Output for Maintenance, Canceling Cargoes Amid Tight Global Market https://dailyalpha.us/news/apple-and-intel-in-exploratory-chip-making-talks-fueling-surge-in-intel-stock-69fe1578337a77a161143bfb DailyAlpha en 2026-05-08T16:48:00.000Z Apple and Intel in Exploratory Chip-Making Talks, Fueling Surge in Intel Stock https://dailyalpha.us/news/ubs-ceo-warns-europe-lags-us-and-asia-blames-stifling-over-regulation-69fe0e7f337a77a161143bf8 DailyAlpha en 2026-05-08T16:25:35.703Z UBS CEO Warns Europe Lags US and Asia, Blames Stifling Over-Regulation https://dailyalpha.us/news/tci-reportedly-slashes-microsoft-stake-amid-soaring-ai-capex-and-strategic-shifts-69fdfc71337a77a1611436df DailyAlpha en 2026-05-08T15:08:33.064Z TCI Reportedly Slashes Microsoft Stake Amid Soaring AI Capex and Strategic Shifts https://dailyalpha.us/news/feds-goolsbee-declares-job-market-stable-shifting-focus-to-inflation-amid-energy-price-volatility-69fe1c96337a77a161143e99 DailyAlpha en 2026-05-08T15:06:00.000Z Fed's Goolsbee Declares Job Market 'Stable,' Shifting Focus to Inflation Amid Energy Price Volatility https://dailyalpha.us/news/uber-pivots-robotaxi-strategy-pursues-city-by-city-collaboration-to-enter-dense-markets-69fdf5a5337a77a1611436c2 DailyAlpha en 2026-05-08T14:39:33.558Z Uber Pivots Robotaxi Strategy, Pursues City-by-City Collaboration to Enter Dense Markets https://dailyalpha.us/news/russian-public-mood-sours-as-drone-strikes-economic-strain-and-war-fatigue-erode-kremlin-support-69fdf089337a77a16114343e DailyAlpha en 2026-05-08T14:17:45.312Z Russian Public Mood Sours as Drone Strikes, Economic Strain, and War Fatigue Erode Kremlin Support https://dailyalpha.us/news/deepseek-to-launch-v41-in-june-bolstering-enterprise-tools-and-huawei-chip-integration-69fde9ad337a77a16114340f DailyAlpha en 2026-05-08T13:48:29.377Z DeepSeek to Launch V4.1 in June, Bolstering Enterprise Tools and Huawei Chip Integration https://dailyalpha.us/news/kospi-nears-all-time-high-as-record-retail-margin-debt-clashes-with-unprecedented-institutional-short-selling-69fde2e8337a77a16114340d DailyAlpha en 2026-05-08T13:19:36.881Z KOSPI Nears All-Time High as Record Retail Margin Debt Clashes with Unprecedented Institutional Short Selling https://dailyalpha.us/news/ai-hyperscalers-capex-to-exceed-dollar1-trillion-in-2027-surpassing-us-defense-spending-69fde25a337a77a16114318c DailyAlpha en 2026-05-08T13:17:14.705Z AI Hyperscalers' Capex to Exceed $1 Trillion in 2027, Surpassing US Defense Spending https://dailyalpha.us/news/feds-miran-pushes-for-immediate-rate-cuts-urges-looking-through-oil-shock-69fdc66b337a77a161142c5e DailyAlpha en 2026-05-08T11:18:03.176Z Fed's Miran Pushes for Immediate Rate Cuts, Urges 'Looking Through' Oil Shock https://dailyalpha.us/news/doosan-enerbility-enters-medium-gas-turbine-market-targeting-ai-data-center-power-demand-69fdc606337a77a161142c5d DailyAlpha en 2026-05-08T11:16:22.328Z Doosan Enerbility Enters Medium Gas Turbine Market, Targeting AI Data Center Power Demand https://dailyalpha.us/news/fed-governor-cook-highlights-tokenizations-dual-edge-efficiency-gains-vs-faster-run-risks-69fdc553337a77a161142c5c DailyAlpha en 2026-05-08T11:13:23.713Z Fed Governor Cook Highlights Tokenization's Dual Edge: Efficiency Gains vs. Faster Run Risks https://dailyalpha.us/news/samsung-union-accepts-government-mediation-temporarily-easing-strike-tensions-69fdb6c2337a77a1611429b4 DailyAlpha en 2026-05-08T10:11:14.070Z Samsung Union Accepts Government Mediation, Temporarily Easing Strike Tensions https://dailyalpha.us/news/freeport-delays-grasberg-mine-restart-to-early-2028-tightening-global-copper-supply-69fdafd0337a77a161142981 DailyAlpha en 2026-05-08T09:41:36.564Z Freeport Delays Grasberg Mine Restart to Early 2028, Tightening Global Copper Supply https://dailyalpha.us/news/sandp-500-rallies-13percent-since-march-on-strong-earnings-gains-narrowly-focused-on-mega-caps-69fda634337a77a1611426e6 DailyAlpha en 2026-05-08T09:00:36.246Z S&P 500 Rallies 13% Since March on Strong Earnings; Gains Narrowly Focused on Mega-Caps https://dailyalpha.us/news/wiwynn-posts-record-q1-earnings-on-ai-boom-injects-dollar500m-into-us-operations-to-scale-69fd9889337a77a16114192c DailyAlpha en 2026-05-08T08:02:17.250Z Wiwynn Posts Record Q1 Earnings on AI Boom, Injects $500M into US Operations to Scale https://dailyalpha.us/news/japanese-firms-secure-record-yen25-trillion-in-credit-lines-amid-oil-shock-fears-69fd9826337a77a16114191f DailyAlpha en 2026-05-08T08:00:38.519Z Japanese Firms Secure Record ¥2.5 Trillion in Credit Lines Amid Oil Shock Fears https://dailyalpha.us/news/2d-nand-flash-prices-nearly-triple-amid-structural-shortage-as-suppliers-pivot-to-ai-69fd9826337a77a16114191e DailyAlpha en 2026-05-08T08:00:38.024Z 2D NAND Flash Prices Nearly Triple Amid Structural Shortage as Suppliers Pivot to AI https://dailyalpha.us/news/solar-panel-prices-rebound-as-china-curbs-low-cost-exports-and-eu-tightens-security-rules-69fd9815337a77a16114191d DailyAlpha en 2026-05-08T08:00:21.332Z Solar Panel Prices Rebound as China Curbs Low-Cost Exports and EU Tightens Security Rules https://dailyalpha.us/news/chinas-hkc-prepares-6g-oled-investment-with-no-cut-process-boosting-korean-equipment-stocks-69fd9197337a77a161141914 DailyAlpha en 2026-05-08T07:32:39.412Z China's HKC Prepares 6G OLED Investment with 'No-Cut' Process, Boosting Korean Equipment Stocks https://dailyalpha.us/news/sony-and-tsmc-form-joint-venture-in-japan-targeting-next-gen-ai-on-sensor-technology-69fd9140337a77a161141913 DailyAlpha en 2026-05-08T07:31:12.650Z Sony and TSMC Form Joint Venture in Japan, Targeting Next-Gen AI-on-Sensor Technology https://dailyalpha.us/news/softbank-scales-back-openai-backed-loan-to-dollar6b-amid-lender-hesitation-69fd8fc382b0f0f608576b65 DailyAlpha en 2026-05-08T07:31:04.291Z SoftBank Scales Back OpenAI-Backed Loan to $6B Amid Lender Hesitation https://dailyalpha.us/news/naver-activates-election-mode-for-2026-local-elections-restricting-comments-and-bolstering-disinformation-controls-69fd912d337a77a161141912 DailyAlpha en 2026-05-08T07:30:53.756Z Naver Activates 'Election Mode' for 2026 Local Elections, Restricting Comments and Bolstering Disinformation Controls https://dailyalpha.us/news/sk-shieldus-designated-quasi-large-conglomerate-faces-stricter-disclosure-and-governance-rules-69fd9124337a77a161141911 DailyAlpha en 2026-05-08T07:30:44.637Z SK shieldus Designated Quasi-Large Conglomerate, Faces Stricter Disclosure and Governance Rules https://dailyalpha.us/news/kiwoom-securities-rallies-on-foreign-investor-access-nh-reiterates-buy-with-won700000-target-69fd75b7337a77a1611413d4 DailyAlpha en 2026-05-08T05:33:43.364Z Kiwoom Securities Rallies on Foreign Investor Access; NH Reiterates Buy with ₩700,000 Target https://dailyalpha.us/news/tsmc-april-revenue-dips-slightly-to-ntdollar4107b-ai-driven-uptrend-remains-intact-69fd78f5337a77a1611413d7 DailyAlpha en 2026-05-08T05:31:00.000Z TSMC April Revenue Dips Slightly to NT$410.7B; AI-Driven Uptrend Remains Intact https://dailyalpha.us/news/samsung-offers-memory-division-10percent-profit-share-to-avert-strike-union-rejects-divide-and-rule-tactic-69fd7130337a77a161141181 DailyAlpha en 2026-05-08T05:14:24.204Z Samsung Offers Memory Division 10% Profit Share to Avert Strike; Union Rejects 'Divide-and-Rule' Tactic https://dailyalpha.us/news/anthropic-seeks-tens-of-billions-to-fuel-ai-compute-arms-race-valuation-nears-dollar1-trillion-69fd711f337a77a161141180 DailyAlpha en 2026-05-08T05:14:07.763Z Anthropic Seeks Tens of Billions to Fuel AI Compute Arms Race; Valuation Nears $1 Trillion https://dailyalpha.us/news/toyota-shocks-market-with-weak-profit-forecast-citing-tariffs-stronger-yen-and-rising-costs-69fd7685337a77a1611413d5 DailyAlpha en 2026-05-08T04:56:00.000Z Toyota Shocks Market with Weak Profit Forecast, Citing Tariffs, Stronger Yen, and Rising Costs https://dailyalpha.us/news/samsung-securities-stock-surges-35percent-on-interactive-brokers-tie-up-to-expand-global-retail-access-69fd6a97337a77a161141145 DailyAlpha en 2026-05-08T04:46:15.155Z Samsung Securities Stock Surges 35% on Interactive Brokers Tie-Up to Expand Global Retail Access https://dailyalpha.us/news/chinas-sharp-cut-in-crude-imports-caps-oil-prices-amid-persian-gulf-crisis-69fd6a01337a77a161141144 DailyAlpha en 2026-05-08T04:43:45.797Z China's Sharp Cut in Crude Imports Caps Oil Prices Amid Persian Gulf Crisis https://dailyalpha.us/news/japans-suspected-treasury-sales-to-fund-yen-intervention-rattle-markets-amid-high-oil-prices-69fd69b8337a77a161141143 DailyAlpha en 2026-05-08T04:42:32.339Z Japan's Suspected Treasury Sales to Fund Yen Intervention Rattle Markets Amid High Oil Prices https://dailyalpha.us/news/tencent-and-alibaba-face-profit-squeeze-as-ai-investment-costs-mount-69fd65a3337a77a161141142 DailyAlpha en 2026-05-08T04:25:07.885Z Tencent and Alibaba Face Profit Squeeze as AI Investment Costs Mount https://dailyalpha.us/news/china-vanke-initiates-coupon-payment-easing-near-term-default-fears-amid-broader-restructuring-69fd625a337a77a161140ef8 DailyAlpha en 2026-05-08T04:11:06.838Z China Vanke Initiates Coupon Payment, Easing Near-Term Default Fears Amid Broader Restructuring https://dailyalpha.us/news/iran-reviews-us-proposal-to-end-conflict-hopes-for-de-escalation-cool-oil-markets-69fd641272dc15c18251222b DailyAlpha en 2026-05-08T04:06:00.000Z Iran Reviews US Proposal to End Conflict; Hopes for De-escalation Cool Oil Markets https://dailyalpha.us/news/paul-tudor-jones-predicts-ai-bull-market-has-1-2-years-left-sees-40percent-more-upside-69fd5891337a77a161140ede DailyAlpha en 2026-05-08T03:29:21.562Z Paul Tudor Jones Predicts AI Bull Market Has 1-2 Years Left, Sees 40% More Upside https://dailyalpha.us/news/sony-boosts-shareholder-returns-with-yen500b-buyback-reports-strong-fy25-results-and-guides-fy26-higher-69fd5b6c337a77a161140edf DailyAlpha en 2026-05-08T03:01:00.000Z Sony Boosts Shareholder Returns with ¥500B Buyback, Reports Strong FY25 Results and Guides FY26 Higher https://dailyalpha.us/news/money-market-fund-assets-surge-by-dollar122-billion-biggest-weekly-jump-since-2020-69fd4a25337a77a1611407c1 DailyAlpha en 2026-05-08T02:27:49.648Z Money-Market Fund Assets Surge by $122 Billion, Biggest Weekly Jump Since 2020 https://dailyalpha.us/news/renesas-acquires-irida-labs-to-accelerate-vision-ai-software-and-system-solutions-69fd4540337a77a161140580 DailyAlpha en 2026-05-08T02:06:56.023Z Renesas Acquires Irida Labs to Accelerate Vision AI Software and System Solutions https://dailyalpha.us/news/mufg-and-google-forge-strategic-ai-partnership-to-transform-retail-banking-69fd4517337a77a16114057f DailyAlpha en 2026-05-08T02:06:15.397Z MUFG and Google Forge Strategic AI Partnership to Transform Retail Banking https://dailyalpha.us/news/lg-cns-unveils-physicalworks-platform-to-unify-enterprise-robotics-targeting-software-led-growth-69fd450c337a77a16114057e DailyAlpha en 2026-05-08T02:06:04.901Z LG CNS Unveils 'PhysicalWorks' Platform to Unify Enterprise Robotics, Targeting Software-Led Growth https://dailyalpha.us/news/mediatek-opens-ai-data-center-in-taiwan-securing-in-house-compute-amid-supply-chain-and-geopolitical-risks-69fd4503337a77a16114057d DailyAlpha en 2026-05-08T02:05:55.251Z MediaTek Opens AI Data Center in Taiwan, Securing In-House Compute Amid Supply Chain and Geopolitical Risks https://dailyalpha.us/news/taiwan-finalizes-25-year-dollar15-billion-us-lng-deal-with-cheniere-to-bolster-energy-security-69fd44bf337a77a1611404d7 DailyAlpha en 2026-05-08T02:04:47.424Z Taiwan Finalizes 25-Year, $15 Billion US LNG Deal with Cheniere to Bolster Energy Security https://dailyalpha.us/news/china-disburses-yen458-billion-in-preschool-subsidies-to-tackle-demographic-decline-and-boost-consumption-69fd443e337a77a1611404d6 DailyAlpha en 2026-05-08T02:02:38.453Z China Disburses ¥45.8 Billion in Preschool Subsidies to Tackle Demographic Decline and Boost Consumption https://dailyalpha.us/news/coinbase-q1-earnings-disappoint-amid-crypto-downturn-and-intensifying-fee-competition-shares-fall-5percent-69fd43d2337a77a1611404d5 DailyAlpha en 2026-05-08T02:00:50.562Z Coinbase Q1 Earnings Disappoint Amid Crypto Downturn and Intensifying Fee Competition; Shares Fall 5% https://dailyalpha.us/news/mcdonalds-ceo-confirms-low-income-traffic-still-declining-amid-macro-headwinds-69fd4221337a77a1611404d4 DailyAlpha en 2026-05-08T01:53:37.325Z McDonald's CEO Confirms Low-Income Traffic Still Declining Amid Macro Headwinds https://dailyalpha.us/news/ray-dalio-warns-of-great-turbulence-as-iran-war-inflation-and-ai-shocks-hit-us-economy-69fd4202337a77a1611404d3 DailyAlpha en 2026-05-08T01:53:06.589Z Ray Dalio Warns of 'Great Turbulence' as Iran War, Inflation, and AI Shocks Hit US Economy https://dailyalpha.us/news/south-korea-passes-special-act-to-boost-ai-data-centers-easing-regulatory-hurdles-in-non-metro-areas-69fd41d6337a77a1611404d2 DailyAlpha en 2026-05-08T01:52:22.727Z South Korea Passes Special Act to Boost AI Data Centers, Easing Regulatory Hurdles in Non-Metro Areas https://dailyalpha.us/news/eu-signals-diplomatic-shift-prepares-for-potential-putin-talks-amid-us-frustration-69fd3eef337a77a1611404d1 DailyAlpha en 2026-05-08T01:39:59.977Z EU Signals Diplomatic Shift, Prepares for Potential Putin Talks Amid US Frustration https://dailyalpha.us/news/bofa-forecasts-hot-april-cpi-as-iran-war-drives-energy-prices-higher-shelter-costs-add-pressure-69fd3d40337a77a1611404d0 DailyAlpha en 2026-05-08T01:32:48.181Z BofA Forecasts Hot April CPI as Iran War Drives Energy Prices Higher, Shelter Costs Add Pressure https://dailyalpha.us/news/mp-materials-predicts-plunge-in-heavy-rare-earth-demand-as-magnet-makers-embrace-substitutes-69fd3909337a77a161140296 DailyAlpha en 2026-05-08T01:14:49.256Z MP Materials Predicts Plunge in Heavy Rare Earth Demand as Magnet Makers Embrace Substitutes https://dailyalpha.us/news/coherent-accelerates-6-inch-inp-production-aims-to-overtake-lumentum-in-optical-networking-race-69fd36b1337a77a161140294 DailyAlpha en 2026-05-08T01:04:49.642Z Coherent Accelerates 6-Inch InP Production, Aims to Overtake Lumentum in Optical Networking Race https://dailyalpha.us/news/sk-hynix-considers-big-tech-funding-for-new-ai-memory-fabs-amid-euv-scarcity-69fd2f79337a77a161140250 DailyAlpha en 2026-05-08T00:34:01.856Z SK hynix Considers Big Tech Funding for New AI Memory Fabs Amid EUV Scarcity https://dailyalpha.us/news/japans-april-composite-pmi-eases-to-522-as-surging-manufacturing-offsets-slowing-services-69fd3019337a77a161140251 DailyAlpha en 2026-05-08T00:30:00.000Z Japan's April Composite PMI Eases to 52.2 as Surging Manufacturing Offsets Slowing Services https://dailyalpha.us/news/trump-affirms-iran-ceasefire-still-on-despite-skirmishes-credits-pakistan-for-pausing-naval-mission-69fd2d1772dc15c18251220f DailyAlpha en 2026-05-08T00:03:00.000Z Trump Affirms Iran Ceasefire 'Still On' Despite Skirmishes; Credits Pakistan for Pausing Naval Mission https://dailyalpha.us/news/trump-calls-iran-strikes-a-love-tap-insists-ceasefire-holds-to-manage-market-and-legal-risks-69fd1220337a77a16113fd53 DailyAlpha en 2026-05-07T22:21:00.000Z Trump Calls Iran Strikes a 'Love Tap,' Insists Ceasefire Holds to Manage Market and Legal Risks https://dailyalpha.us/news/middle-east-tensions-spark-oil-surge-weighing-on-us-equity-futures-69fd1494337a77a16113fd56 DailyAlpha en 2026-05-07T22:02:00.000Z Middle East Tensions Spark Oil Surge, Weighing on US Equity Futures https://dailyalpha.us/news/us-court-blocks-trumps-global-tariffs-forcing-shift-in-trade-strategy-69fcfe86337a77a16113f81c DailyAlpha en 2026-05-07T21:00:00.000Z US Court Blocks Trump's Global Tariffs, Forcing Shift in Trade Strategy https://dailyalpha.us/news/iran-claims-attack-on-3-us-destroyers-near-hormuz-escalating-double-blockade-tensions-69fcfce4337a77a16113f7bf DailyAlpha en 2026-05-07T20:52:00.000Z Iran Claims Attack on 3 US Destroyers Near Hormuz, Escalating 'Double Blockade' Tensions https://dailyalpha.us/news/nvidia-invests-dollar21b-in-iren-to-build-5gw-of-ai-infrastructure-tackling-critical-power-bottlenecks-69fcf981337a77a16113f7b6 DailyAlpha en 2026-05-07T20:35:00.000Z Nvidia Invests $2.1B in IREN to Build 5GW of AI Infrastructure, Tackling Critical Power Bottlenecks https://dailyalpha.us/news/iran-activates-tehran-air-defenses-amid-heightened-drone-alerts-and-fragile-ceasefire-69fcf89b337a77a16113f7b3 DailyAlpha en 2026-05-07T20:33:00.000Z Iran Activates Tehran Air Defenses Amid Heightened Drone Alerts and Fragile Ceasefire https://dailyalpha.us/news/microchip-beats-q4-estimates-signaling-broad-semiconductor-recovery-69fcf433337a77a16113f527 DailyAlpha en 2026-05-07T20:15:00.000Z Microchip Beats Q4 Estimates, Signaling Broad Semiconductor Recovery https://dailyalpha.us/news/uk-labour-leadership-crisis-miliband-urges-starmer-to-set-departure-timetable-amid-election-fallout-fears-69fcf3cf337a77a16113f526 DailyAlpha en 2026-05-07T20:11:00.000Z UK Labour Leadership Crisis: Miliband Urges Starmer to Set Departure Timetable Amid Election Fallout Fears https://dailyalpha.us/news/coreweave-beats-q1-revenue-on-ai-demand-eps-misses-as-financing-costs-surge-69fd00c8337a77a16113f820 DailyAlpha en 2026-05-07T20:07:00.000Z CoreWeave Beats Q1 Revenue on AI Demand; EPS Misses as Financing Costs Surge https://dailyalpha.us/news/us-and-iran-negotiate-30-day-truce-to-reopen-strait-of-hormuz-nuclear-program-remains-key-hurdle-69fcf947337a77a16113f7b4 DailyAlpha en 2026-05-07T20:05:00.000Z US and Iran Negotiate 30-Day Truce to Reopen Strait of Hormuz; Nuclear Program Remains Key Hurdle https://dailyalpha.us/news/gilead-beats-q1-estimates-on-hiv-strength-oncology-and-manda-catalysts-in-focus-69fcf166337a77a16113f51d DailyAlpha en 2026-05-07T20:01:00.000Z Gilead Beats Q1 Estimates on HIV Strength; Oncology and M&A Catalysts in Focus https://dailyalpha.us/news/feds-williams-highlights-economic-uncertainty-signals-pause-on-forward-guidance-69fcec3b337a77a16113f4cb DailyAlpha en 2026-05-07T19:41:00.000Z Fed's Williams Highlights Economic Uncertainty, Signals Pause on Forward Guidance https://dailyalpha.us/news/trump-claims-eu-pledges-zero-tariffs-in-call-pressuring-unfinished-transatlantic-trade-deal-69fce4a9337a77a16113f22d DailyAlpha en 2026-05-07T19:07:00.000Z Trump Claims EU Pledges Zero Tariffs in Call, Pressuring Unfinished Transatlantic Trade Deal https://dailyalpha.us/news/mexicos-central-bank-cuts-rate-to-650percent-as-inflation-eases-and-economy-contracts-69fce2df337a77a16113f225 DailyAlpha en 2026-05-07T19:00:00.000Z Mexico's Central Bank Cuts Rate to 6.50% as Inflation Eases and Economy Contracts https://dailyalpha.us/news/iran-reports-explosions-near-strait-of-hormuz-oil-prices-jump-on-supply-fears-69fcdf76337a77a16113f1c7 DailyAlpha en 2026-05-07T18:41:00.000Z Iran Reports Explosions Near Strait of Hormuz; Oil Prices Jump on Supply Fears https://dailyalpha.us/news/feds-hammack-warns-of-inflationary-mindset-as-price-pressures-re-accelerate-tightening-policy-stance-69fcdc24337a77a16113f1b7 DailyAlpha en 2026-05-07T18:30:00.000Z Fed's Hammack Warns of 'Inflationary Mindset' as Price Pressures Re-accelerate, Tightening Policy Stance https://dailyalpha.us/news/openai-broadcom-dollar18b-chip-deal-hits-financing-snag-lenders-demand-microsoft-guarantee-purchase-69fcd8dd337a77a16113f1a8 DailyAlpha en 2026-05-07T18:09:00.000Z OpenAI-Broadcom $18B Chip Deal Hits Financing Snag; Lenders Demand Microsoft Guarantee Purchase https://dailyalpha.us/news/ecbs-schnabel-warns-of-lasting-damage-from-war-driven-inflation-signaling-higher-for-longer-risk-69fcd288337a77a16113eecd DailyAlpha en 2026-05-07T17:50:00.000Z ECB's Schnabel Warns of 'Lasting Damage' From War-Driven Inflation, Signaling Higher-for-Longer Risk https://dailyalpha.us/news/feds-kashkari-warns-inflation-too-elevated-pushing-for-neutral-stance-amid-energy-shock-69fccbe8337a77a16113eeae DailyAlpha en 2026-05-07T17:21:00.000Z Fed's Kashkari Warns Inflation 'Too Elevated,' Pushing for Neutral Stance Amid Energy Shock https://dailyalpha.us/news/softbank-in-talks-with-nvidia-to-build-made-in-japan-ai-servers-deepening-sovereign-ai-push-69fcc72e337a77a16113edcc DailyAlpha en 2026-05-07T17:01:00.000Z SoftBank in Talks with Nvidia to Build 'Made-in-Japan' AI Servers, Deepening Sovereign AI Push https://dailyalpha.us/news/feds-daly-downplays-statement-wording-focuses-on-policy-hold-amid-inflation-shock-69fcc15c337a77a16113ed5e DailyAlpha en 2026-05-07T16:35:00.000Z Fed's Daly Downplays Statement Wording, Focuses on Policy Hold Amid Inflation Shock https://dailyalpha.us/news/shell-ceo-warns-of-bullish-energy-prices-for-6-12-months-amid-hormuz-disruption-and-tight-supply-69fcbbb5337a77a16113eaa9 DailyAlpha en 2026-05-07T16:20:05.199Z Shell CEO Warns of "Bullish" Energy Prices for 6-12 Months Amid Hormuz Disruption and Tight Supply