https://dailyalpha.us/news/bank-of-israel-intervenes-to-curb-shekel-strength-signals-faster-rate-cuts-6a2596e63a85c10da161c0c1 DailyAlpha en 2026-06-07T16:05:58.853Z Bank of Israel Intervenes to Curb Shekel Strength, Signals Faster Rate Cuts https://dailyalpha.us/news/trump-signals-conditional-easing-on-iran-suggests-talks-on-funds-and-sanctions-if-it-behaves-6a258d2e3a85c10da161be34 DailyAlpha en 2026-06-07T15:24:30.639Z Trump Signals Conditional Easing on Iran, Suggests Talks on Funds and Sanctions if "It Behaves" https://dailyalpha.us/news/chinese-ddr5-myth-debunked-cxmt-prices-match-incumbents-competing-on-supply-not-discounts-6a2585633a85c10da161bd97 DailyAlpha en 2026-06-07T14:51:15.915Z Chinese DDR5 Myth Debunked: CXMT Prices Match Incumbents, Competing on Supply, Not Discounts https://dailyalpha.us/news/trump-explores-ai-dividend-for-americans-proposes-us-equity-stakes-in-tech-giants-6a25851a3a85c10da161bd96 DailyAlpha en 2026-06-07T14:50:02.155Z Trump Explores 'AI Dividend' for Americans, Proposes US Equity Stakes in Tech Giants https://dailyalpha.us/news/nvidia-ceo-flags-widespread-shortages-across-ai-supply-chain-citing-hbm-optics-and-connectors-6a256e2c3a85c10da161b8a8 DailyAlpha en 2026-06-07T13:12:12.437Z NVIDIA CEO Flags Widespread Shortages Across AI Supply Chain, Citing HBM, Optics, and Connectors https://dailyalpha.us/news/texas-overtakes-california-as-top-state-for-fortune-500-headquarters-amid-policy-and-industry-shifts-6a255b343a85c10da161b0be DailyAlpha en 2026-06-07T11:51:16.488Z Texas Overtakes California as Top State for Fortune 500 Headquarters Amid Policy and Industry Shifts https://dailyalpha.us/news/government-fast-tracks-jangseong-ai-data-center-with-investment-review-exemption-accelerating-won400b-project-6a255ab33a85c10da161b0bd DailyAlpha en 2026-06-07T11:49:07.166Z Government Fast-Tracks Jangseong AI Data Center with Investment Review Exemption, Accelerating ₩400B Project https://dailyalpha.us/news/us-iran-nuclear-talks-advance-as-tehran-reviews-american-mou-draft-pakistan-mediates-deal-amid-tensions-6a255a5d3a85c10da161b0bc DailyAlpha en 2026-06-07T11:47:41.486Z US-Iran Nuclear Talks Advance as Tehran Reviews American MOU Draft; Pakistan Mediates Deal Amid Tensions https://dailyalpha.us/news/nvidia-ceo-to-meet-samsung-exec-targeting-hbm4-supply-for-next-gen-rubin-ai-chips-6a25587c3a85c10da161b0bb DailyAlpha en 2026-06-07T11:39:40.803Z Nvidia CEO to Meet Samsung Exec, Targeting HBM4 Supply for Next-Gen 'Rubin' AI Chips https://dailyalpha.us/news/nvidia-ceo-demands-more-hbm-as-next-gen-rubin-ai-platform-ramps-up-bolstering-sk-hynix-partnership-6a25585e3a85c10da161b0ba DailyAlpha en 2026-06-07T11:39:10.495Z NVIDIA CEO Demands "More HBM" as Next-Gen Rubin AI Platform Ramps Up, Bolstering SK hynix Partnership https://dailyalpha.us/news/nvidia-ceo-warns-of-years-long-memory-shortage-shifting-ai-bottleneck-to-hbm-and-packaging-6a2557ba3a85c10da161ae44 DailyAlpha en 2026-06-07T11:36:26.434Z Nvidia CEO Warns of Years-Long Memory Shortage, Shifting AI Bottleneck to HBM and Packaging https://dailyalpha.us/news/china-extends-gold-buying-streak-to-19-months-bolstering-reserves-amid-market-volatility-6a2557393a85c10da161ae43 DailyAlpha en 2026-06-07T11:34:17.481Z China Extends Gold Buying Streak to 19 Months, Bolstering Reserves Amid Market Volatility https://dailyalpha.us/news/nvidia-ceo-sk-chairman-meet-to-solidify-hbm4-and-ai-supply-chain-partnership-6a2527c03a85c10da161a1f1 DailyAlpha en 2026-06-07T08:11:44.642Z NVIDIA CEO, SK Chairman Meet to Solidify HBM4 and AI Supply Chain Partnership https://dailyalpha.us/news/walmart-caps-ai-tool-code-puppy-to-control-costs-and-avoid-vendor-lock-in-6a25257c3a85c10da161a1d0 DailyAlpha en 2026-06-07T08:02:04.285Z Walmart Caps AI Tool 'Code Puppy' to Control Costs and Avoid Vendor Lock-In https://dailyalpha.us/news/huawei-unveils-next-gen-ascend-950dt-ai-chip-doubling-down-on-domestic-compute-amid-us-curbs-6a2525443a85c10da161a1cf DailyAlpha en 2026-06-07T08:01:08.015Z Huawei Unveils Next-Gen Ascend 950DT AI Chip, Doubling Down on Domestic Compute Amid US Curbs https://dailyalpha.us/news/new-fed-chair-warsh-faces-first-test-as-hot-jobs-data-fuels-hike-speculation-clashing-with-white-house-6a24e9fb3a85c10da16191ca DailyAlpha en 2026-06-07T03:48:11.575Z New Fed Chair Warsh Faces First Test as Hot Jobs Data Fuels Hike Speculation, Clashing with White House https://dailyalpha.us/news/china-urges-hard-tech-investment-warns-against-ai-hype-amid-global-chip-selloff-6a24e9763a85c10da16191c8 DailyAlpha en 2026-06-07T03:45:58.344Z China Urges 'Hard-Tech' Investment, Warns Against AI Hype Amid Global Chip Selloff https://dailyalpha.us/news/koreas-potential-growth-dips-below-15percent-despite-chip-fueled-boom-oecd-warns-6a24e3e53a85c10da16191c4 DailyAlpha en 2026-06-07T03:41:11.524Z Korea's Potential Growth Dips Below 1.5% Despite Chip-Fueled Boom, OECD Warns https://dailyalpha.us/news/us-considers-using-seized-iranian-assets-for-gulf-allies-reconstruction-after-attacks-6a24e6ff3a85c10da16191c6 DailyAlpha en 2026-06-07T03:40:43.013Z US Considers Using Seized Iranian Assets for Gulf Allies' Reconstruction After Attacks https://dailyalpha.us/news/pakistan-proposes-iran-asset-deal-linking-lebanon-ceasefire-and-hormuz-reopening-6a24e75a3a85c10da16191c7 DailyAlpha en 2026-06-07T03:36:58.474Z Pakistan Proposes Iran Asset Deal, Linking Lebanon Ceasefire and Hormuz Reopening https://dailyalpha.us/news/lg-uplus-targets-krw-5-trillion-in-ai-data-center-orders-by-2030-secures-200mw-power-sells-out-first-facility-6a24e40c3a85c10da16191c5 DailyAlpha en 2026-06-07T03:22:52.536Z LG Uplus Targets KRW 5 Trillion in AI Data Center Orders by 2030; Secures 200MW Power, Sells Out First Facility https://dailyalpha.us/news/jpmorgan-ai-boom-more-akin-to-2000s-em-cycle-than-dot-com-bubble-driven-by-real-capex-and-earnings-6a23b9ac3a85c10da1613c1d DailyAlpha en 2026-06-06T06:09:48.517Z JPMorgan: AI Boom More Akin to 2000s EM Cycle Than Dot-Com Bubble, Driven by Real Capex and Earnings https://dailyalpha.us/news/key-inflation-data-ecb-rate-decision-and-big-tech-events-converge-in-a-pivotal-week-6a23b9043a85c10da1613c1c DailyAlpha en 2026-06-06T06:07:00.628Z Key Inflation Data, ECB Rate Decision, and Big Tech Events Converge in a Pivotal Week https://dailyalpha.us/news/wsts-sharply-raises-2026-semiconductor-forecast-to-dollar15-trillion-driven-by-explosive-memory-growth-6a23b69a3a85c10da1613b0e DailyAlpha en 2026-06-06T05:56:42.138Z WSTS Sharply Raises 2026 Semiconductor Forecast to $1.5 Trillion, Driven by Explosive Memory Growth https://dailyalpha.us/news/semiconductor-and-hardware-stocks-gain-focus-on-aerospace-exposure-driven-by-defense-spending-and-satellite-tech-6a23b29c3a85c10da1613b0d DailyAlpha en 2026-06-06T05:39:40.962Z Semiconductor and Hardware Stocks Gain Focus on Aerospace Exposure, Driven by Defense Spending and Satellite Tech https://dailyalpha.us/news/jpmorgan-upgrades-qualcomm-to-dollar265-citing-data-center-potential-ahead-of-investor-day-6a23b2163a85c10da1613b0c DailyAlpha en 2026-06-06T05:37:26.991Z JPMorgan Upgrades Qualcomm to $265, Citing Data Center Potential Ahead of Investor Day https://dailyalpha.us/news/catl-inks-60-gwh-sodium-ion-battery-deal-with-hyperstrong-signaling-industrial-scale-viability-6a23b1463a85c10da1613b09 DailyAlpha en 2026-06-06T05:33:58.458Z CATL Inks 60 GWh Sodium-Ion Battery Deal with HyperStrong, Signaling Industrial-Scale Viability https://dailyalpha.us/news/iran-oil-exports-collapse-amid-us-blockade-prices-fall-on-weak-demand-6a23b0e13a85c10da1613b08 DailyAlpha en 2026-06-06T05:32:17.632Z Iran Oil Exports Collapse Amid US Blockade; Prices Fall on Weak Demand https://dailyalpha.us/news/jp-morgan-upgrades-tesla-shifting-valuation-from-automaker-to-physical-ai-powerhouse-6a23b0b53a85c10da1613b07 DailyAlpha en 2026-06-06T05:31:33.119Z JP Morgan Upgrades Tesla, Shifting Valuation from Automaker to 'Physical AI' Powerhouse https://dailyalpha.us/news/china-overhauls-private-equity-government-fund-rules-to-curb-risk-and-inefficiency-6a23b08e3a85c10da1613b06 DailyAlpha en 2026-06-06T05:30:54.968Z China Overhauls Private Equity, Government Fund Rules to Curb Risk and Inefficiency https://dailyalpha.us/news/china-pivots-to-token-exports-selling-ai-inference-as-a-service-amid-us-chip-curbs-6a23b0773a85c10da1613b05 DailyAlpha en 2026-06-06T05:30:31.632Z China Pivots to 'Token Exports', Selling AI Inference as a Service Amid US Chip Curbs https://dailyalpha.us/news/bnp-paribas-proposes-market-hedges-as-massive-spacex-ipo-nears-citing-perfect-storm-risks-6a23b05d3a85c10da1613b04 DailyAlpha en 2026-06-06T05:30:05.417Z BNP Paribas Proposes Market Hedges as Massive SpaceX IPO Nears, Citing "Perfect Storm" Risks https://dailyalpha.us/news/marvell-and-flex-to-join-sandp-500-highlighting-indexs-focus-on-profitable-ai-growth-6a23b04b3a85c10da1613b03 DailyAlpha en 2026-06-06T05:29:47.450Z Marvell and Flex to Join S&P 500, Highlighting Index's Focus on Profitable AI Growth https://dailyalpha.us/news/largan-reports-strong-may-revenue-growth-guides-softer-june-ahead-of-apple-wwdc-and-shareholder-meeting-6a23afce3a85c10da1613b00 DailyAlpha en 2026-06-06T05:27:42.972Z Largan Reports Strong May Revenue Growth, Guides Softer June Ahead of Apple WWDC and Shareholder Meeting https://dailyalpha.us/news/hbm5-race-pivots-from-capacity-to-cooling-samsung-sk-hynix-micron-unveil-rival-thermal-solutions-6a23af763a85c10da161389d DailyAlpha en 2026-06-06T05:26:14.514Z HBM5 Race Pivots From Capacity to Cooling; Samsung, SK hynix, Micron Unveil Rival Thermal Solutions https://dailyalpha.us/news/us-iran-approach-nuclear-deal-endgame-key-gaps-remain-on-uranium-timeline-and-frozen-funds-6a2398f43a85c10da161360d DailyAlpha en 2026-06-06T03:50:12.849Z US, Iran Approach Nuclear Deal Endgame; Key Gaps Remain on Uranium Timeline and Frozen Funds https://dailyalpha.us/news/strong-jobs-report-sparks-market-rout-nasdaq-tumbles-over-4percent-on-rate-hike-fears-6a2398be3a85c10da161360c DailyAlpha en 2026-06-06T03:49:18.947Z Strong Jobs Report Sparks Market Rout; Nasdaq Tumbles Over 4% on Rate Hike Fears https://dailyalpha.us/news/spacex-secures-dollar304b-multi-year-cloud-deal-with-google-bolstering-ai-narrative-ahead-of-ipo-6a2394c23a85c10da16133a9 DailyAlpha en 2026-06-06T03:32:18.977Z SpaceX Secures $30.4B Multi-Year Cloud Deal with Google, Bolstering AI Narrative Ahead of IPO https://dailyalpha.us/news/central-banks-resume-gold-purchases-in-april-reversing-marchs-tactical-sell-off-6a238fc93a85c10da16133a8 DailyAlpha en 2026-06-06T03:11:05.359Z Central Banks Resume Gold Purchases in April, Reversing March's Tactical Sell-Off