https://dailyalpha.us/news/amazon-aws-secures-dollar225b-in-ai-chip-commitments-revenue-run-rate-hits-dollar150b-69f2872f1cdb25d2ea28b926 DailyAlpha en 2026-04-29T22:24:00.000Z Amazon AWS Secures $225B in AI Chip Commitments; Revenue Run-Rate Hits $150B https://dailyalpha.us/news/microsoft-guides-strong-q4-revenue-signals-massive-dollar40b-capex-for-ai-build-out-69f281b51cdb25d2ea28b923 DailyAlpha en 2026-04-29T22:02:00.000Z Microsoft Guides Strong Q4 Revenue, Signals Massive $40B+ Capex for AI Build-Out https://dailyalpha.us/news/us-reviews-troop-levels-in-germany-amid-alliance-tensions-over-burden-sharing-69f27ead1cdb25d2ea28b8ef DailyAlpha en 2026-04-29T21:49:00.000Z US Reviews Troop Levels in Germany Amid Alliance Tensions Over Burden-Sharing https://dailyalpha.us/news/meta-raises-2026-capex-on-soaring-memory-costs-shares-slide-69f27c291cdb25d2ea28b673 DailyAlpha en 2026-04-29T21:39:00.000Z Meta Raises 2026 Capex on Soaring Memory Costs; Shares Slide https://dailyalpha.us/news/us-pushes-israel-for-surgical-strikes-in-lebanon-seeking-to-avert-full-scale-war-69f279d61cdb25d2ea28b671 DailyAlpha en 2026-04-29T21:29:00.000Z US Pushes Israel for 'Surgical' Strikes in Lebanon, Seeking to Avert Full-Scale War https://dailyalpha.us/news/alphabet-boosts-2026-capex-to-dollar190b-signals-higher-2027-spend-amid-ai-arms-race-69f274461cdb25d2ea28b66f DailyAlpha en 2026-04-29T20:56:00.000Z Alphabet Boosts 2026 Capex to $190B, Signals Higher 2027 Spend Amid AI Arms Race https://dailyalpha.us/news/powell-to-remain-on-fed-board-after-chair-term-bessent-cites-norm-breach-as-warsh-confirmation-advances-69f2704f1cdb25d2ea28b5d3 DailyAlpha en 2026-04-29T20:50:00.000Z Powell to Remain on Fed Board After Chair Term, Bessent Cites Norm Breach as Warsh Confirmation Advances https://dailyalpha.us/news/us-treasury-escalates-pressure-signals-secondary-sanctions-on-iranian-oil-buyers-69f26f701cdb25d2ea28b357 DailyAlpha en 2026-04-29T20:38:00.000Z US Treasury Escalates Pressure, Signals Secondary Sanctions on Iranian Oil Buyers https://dailyalpha.us/news/google-cloud-revenue-soars-63percent-to-dollar20-billion-backlog-nearly-doubles-to-over-dollar460-billion-69f26de61cdb25d2ea28b352 DailyAlpha en 2026-04-29T20:37:00.000Z Google Cloud Revenue Soars 63% to $20 Billion; Backlog Nearly Doubles to Over $460 Billion https://dailyalpha.us/news/qualcomm-signals-china-handset-revenue-to-bottom-in-q3-eyes-sequential-growth-in-q4-69f26f0a1cdb25d2ea28b355 DailyAlpha en 2026-04-29T20:35:00.000Z Qualcomm Signals China Handset Revenue to Bottom in Q3; Eyes Sequential Growth in Q4 https://dailyalpha.us/news/mega-cap-earnings-split-market-direction-as-ai-revenue-proof-rewarded-capex-punished-69f26c641cdb25d2ea28b34e DailyAlpha en 2026-04-29T20:28:00.000Z Mega-Cap Earnings Split Market Direction as AI Revenue Proof Rewarded, Capex Punished https://dailyalpha.us/news/microsoft-beats-q3-estimates-on-ai-cloud-strength-in-house-silicon-boosts-margins-69f265c31cdb25d2ea28b348 DailyAlpha en 2026-04-29T20:02:00.000Z Microsoft Beats Q3 Estimates on AI, Cloud Strength; In-House Silicon Boosts Margins https://dailyalpha.us/news/alphabet-beats-q1-2026-estimates-as-cloud-growth-accelerates-business-mix-shifts-69f265bf1cdb25d2ea28b347 DailyAlpha en 2026-04-29T20:02:00.000Z Alphabet Beats Q1 2026 Estimates as Cloud Growth Accelerates, Business Mix Shifts https://dailyalpha.us/news/amazon-crushes-q1-earnings-on-aws-and-ad-strength-defying-inflation-and-regulatory-headwinds-69f265421cdb25d2ea28b345 DailyAlpha en 2026-04-29T20:01:00.000Z Amazon Crushes Q1 Earnings on AWS and Ad Strength, Defying Inflation and Regulatory Headwinds https://dailyalpha.us/news/meta-smashes-q1-estimates-on-tax-benefit-and-ad-strength-raises-capex-for-ai-push-69f269e71cdb25d2ea28b34c DailyAlpha en 2026-04-29T20:00:00.000Z Meta Smashes Q1 Estimates on Tax Benefit and Ad Strength; Raises Capex for AI Push https://dailyalpha.us/news/qualcomm-beats-earnings-but-issues-cautious-guidance-amid-memory-shortages-69f265621cdb25d2ea28b346 DailyAlpha en 2026-04-29T20:00:00.000Z Qualcomm Beats Earnings but Issues Cautious Guidance Amid Memory Shortages https://dailyalpha.us/news/iran-signals-diplomatic-shift-warns-renewed-war-would-target-isfahan-and-western-regions-69f2620d1cdb25d2ea28b29b DailyAlpha en 2026-04-29T19:48:00.000Z Iran Signals Diplomatic Shift; Warns Renewed War Would Target Isfahan and Western Regions https://dailyalpha.us/news/israel-pushes-us-to-set-mid-may-deadline-for-iran-nuclear-talks-amid-stalled-diplomacy-rising-nuclear-risks-69f25e841cdb25d2ea28b01e DailyAlpha en 2026-04-29T19:33:00.000Z Israel Pushes US to Set Mid-May Deadline for Iran Nuclear Talks Amid Stalled Diplomacy, Rising Nuclear Risks https://dailyalpha.us/news/fed-holds-rates-steady-signals-it-will-look-through-war-driven-gas-spikes-69f2587a1cdb25d2ea28b00b DailyAlpha en 2026-04-29T19:05:00.000Z Fed Holds Rates Steady, Signals It Will 'Look Through' War-Driven Gas Spikes https://dailyalpha.us/news/powell-rejects-shadow-chair-role-aims-to-stabilize-fed-leadership-during-political-transition-69f255691cdb25d2ea28af07 DailyAlpha en 2026-04-29T18:54:00.000Z Powell Rejects 'Shadow Chair' Role, Aims to Stabilize Fed Leadership During Political Transition https://dailyalpha.us/news/powell-sets-aside-credibility-in-decision-to-stay-as-governor-focusing-on-fed-independence-amid-political-heat-69f2551b1cdb25d2ea28af05 DailyAlpha en 2026-04-29T18:53:00.000Z Powell Sets Aside 'Credibility' in Decision to Stay as Governor, Focusing on Fed Independence Amid Political Heat https://dailyalpha.us/news/feds-powell-downplays-labor-markets-inflation-role-points-to-supply-shocks-amid-rate-hold-69f254b41cdb25d2ea28af02 DailyAlpha en 2026-04-29T18:50:00.000Z Fed's Powell Downplays Labor Market's Inflation Role, Points to Supply Shocks Amid Rate Hold https://dailyalpha.us/news/powell-signals-fed-communication-overhaul-as-successor-looms-amid-sticky-inflation-69f254031cdb25d2ea28aefd DailyAlpha en 2026-04-29T18:47:00.000Z Powell Signals Fed Communication Overhaul as Successor Looms Amid Sticky Inflation https://dailyalpha.us/news/powell-denies-policy-talks-with-successor-warsh-as-fed-holds-rates-amid-four-dissents-69f253a81cdb25d2ea28aef8 DailyAlpha en 2026-04-29T18:47:00.000Z Powell Denies Policy Talks with Successor Warsh as Fed Holds Rates Amid Four Dissents https://dailyalpha.us/news/powell-defers-on-policy-path-cites-leadership-change-as-fed-holds-rates-amid-inflation-spike-69f253681cdb25d2ea28ac7f DailyAlpha en 2026-04-29T18:45:00.000Z Powell Defers on Policy Path, Cites Leadership Change as Fed Holds Rates Amid Inflation Spike https://dailyalpha.us/news/fed-signals-neutral-stance-as-inflation-risks-rise-rate-hike-now-as-plausible-as-a-cut-69f2530f1cdb25d2ea28ac7b DailyAlpha en 2026-04-29T18:43:00.000Z Fed Signals Neutral Stance as Inflation Risks Rise; Rate Hike Now as Plausible as a Cut https://dailyalpha.us/news/fed-holds-rates-powell-cites-stubborn-energy-prices-and-tariff-shocks-69f253251cdb25d2ea28ac7d DailyAlpha en 2026-04-29T18:41:00.000Z Fed Holds Rates; Powell Cites Stubborn Energy Prices and Tariff Shocks https://dailyalpha.us/news/powell-warns-unprecedented-legal-attacks-threaten-fed-independence-fomc-holds-rates-69f2523d1cdb25d2ea28ac77 DailyAlpha en 2026-04-29T18:38:00.000Z Powell Warns 'Unprecedented' Legal Attacks Threaten Fed Independence; FOMC Holds Rates https://dailyalpha.us/news/fed-holds-rates-steady-amid-energy-driven-inflation-and-slowing-job-gains-citing-geopolitical-uncertainty-69f2505a1cdb25d2ea28ac72 DailyAlpha en 2026-04-29T18:30:00.000Z Fed Holds Rates Steady Amid Energy-Driven Inflation and Slowing Job Gains, Citing Geopolitical Uncertainty https://dailyalpha.us/news/trump-urges-fed-rate-cut-as-fomc-holds-steady-amid-inflation-and-leadership-transition-69f24f611cdb25d2ea28ac71 DailyAlpha en 2026-04-29T18:29:00.000Z Trump Urges Fed Rate Cut as FOMC Holds Steady Amid Inflation and Leadership Transition https://dailyalpha.us/news/us-fed-holds-rates-steady-at-350-375percent-amid-surging-energy-prices-and-inflation-concerns-69f249071cdb25d2ea28ac69 DailyAlpha en 2026-04-29T18:00:00.000Z US Fed Holds Rates Steady at 3.50-3.75% Amid Surging Energy Prices and Inflation Concerns https://dailyalpha.us/news/opec-poised-for-symbolic-output-hike-amid-uae-exit-and-hormuz-crisis-69f2421c1cdb25d2ea28a9ca DailyAlpha en 2026-04-29T17:31:00.000Z OPEC+ Poised for Symbolic Output Hike Amid UAE Exit and Hormuz Crisis https://dailyalpha.us/news/trump-and-putin-hold-second-call-in-51-days-amid-soaring-oil-prices-and-intensified-sanctions-69f23f611cdb25d2ea28a9c8 DailyAlpha en 2026-04-29T17:20:00.000Z Trump and Putin Hold Second Call in 51 Days Amid Soaring Oil Prices and Intensified Sanctions https://dailyalpha.us/news/us-house-committees-probe-airbnb-and-anysphere-over-use-of-chinese-ai-models-citing-national-security-risks-69f23d1f1cdb25d2ea28a9c6 DailyAlpha en 2026-04-29T17:17:19.159Z US House Committees Probe Airbnb and Anysphere Over Use of Chinese AI Models, Citing National Security Risks https://dailyalpha.us/news/us-prepares-short-powerful-strike-on-iran-to-break-diplomatic-impasse-amid-rising-tensions-69f2299d1cdb25d2ea28a70a DailyAlpha en 2026-04-29T15:46:00.000Z US Prepares 'Short, Powerful' Strike on Iran to Break Diplomatic Impasse Amid Rising Tensions https://dailyalpha.us/news/porsche-q1-earnings-miss-estimates-sales-fall-on-china-weakness-and-product-gaps-69f2266b1cdb25d2ea28a48d DailyAlpha en 2026-04-29T15:31:00.000Z Porsche Q1 Earnings Miss Estimates; Sales Fall on China Weakness and Product Gaps https://dailyalpha.us/news/iran-expected-to-submit-revised-peace-proposal-focus-on-reopening-strait-of-hormuz-69f223ce1cdb25d2ea28a48b DailyAlpha en 2026-04-29T15:20:00.000Z Iran Expected to Submit Revised Peace Proposal; Focus on Reopening Strait of Hormuz https://dailyalpha.us/news/bank-of-canada-signals-patience-wont-overreact-to-single-inflation-spike-driven-by-energy-prices-69f227421cdb25d2ea28a48e DailyAlpha en 2026-04-29T15:06:00.000Z Bank of Canada Signals Patience, Won't Overreact to Single Inflation Spike Driven by Energy Prices https://dailyalpha.us/news/mexico-mandates-domestic-steel-for-public-works-in-response-to-us-tariffs-69f215301cdb25d2ea289c19 DailyAlpha en 2026-04-29T14:26:56.677Z Mexico Mandates Domestic Steel for Public Works in Response to US Tariffs https://dailyalpha.us/news/fed-chair-nominee-kevin-warsh-clears-senate-committee-vote-amid-inflation-concerns-69f217921cdb25d2ea289c1f DailyAlpha en 2026-04-29T14:12:00.000Z Fed Chair Nominee Kevin Warsh Clears Senate Committee Vote Amid Inflation Concerns https://dailyalpha.us/news/bank-of-canada-holds-rate-at-225percent-stays-alert-to-persistent-inflation-from-energy-shock-69f20d281cdb25d2ea289b16 DailyAlpha en 2026-04-29T13:45:00.000Z Bank of Canada Holds Rate at 2.25%, Stays Alert to Persistent Inflation from Energy Shock https://dailyalpha.us/news/white-house-meets-oil-ceos-to-sustain-iran-blockade-signaling-prolonged-supply-shock-69f208981cdb25d2ea28996c DailyAlpha en 2026-04-29T13:21:00.000Z White House Meets Oil CEOs to Sustain Iran Blockade, Signaling Prolonged Supply Shock https://dailyalpha.us/news/china-southern-orders-137-airbus-jets-in-dollar214b-deal-signaling-diplomatic-and-commercial-aims-69f204f11cdb25d2ea28996a DailyAlpha en 2026-04-29T13:17:37.402Z China Southern Orders 137 Airbus Jets in $21.4B Deal, Signaling Diplomatic and Commercial Aims https://dailyalpha.us/news/japan-sharply-increases-chemical-imports-from-china-amid-middle-east-naphtha-shortage-69f1fc8d1cdb25d2ea289639 DailyAlpha en 2026-04-29T12:41:49.903Z Japan Sharply Increases Chemical Imports from China Amid Middle East Naphtha Shortage https://dailyalpha.us/news/cambricon-q1-earnings-surge-as-chinas-domestic-ai-chip-substitution-gains-traction-69f1fab81cdb25d2ea2895d4 DailyAlpha en 2026-04-29T12:34:00.791Z Cambricon Q1 Earnings Surge as China's Domestic AI Chip Substitution Gains Traction https://dailyalpha.us/news/white-house-meets-oil-execs-to-tackle-price-spikes-from-hormuz-shipping-crisis-69f1fa201cdb25d2ea2895d3 DailyAlpha en 2026-04-29T12:31:28.692Z White House Meets Oil Execs to Tackle Price Spikes from Hormuz Shipping Crisis https://dailyalpha.us/news/samsung-electronics-reportedly-considers-physical-split-amid-record-profits-and-escalating-labor-dispute-69f1dc861cdb25d2ea288c60 DailyAlpha en 2026-04-29T12:28:30.905Z Samsung Electronics Reportedly Considers Physical Split Amid Record Profits and Escalating Labor Dispute https://dailyalpha.us/news/hanwha-vision-invests-krw-50-billion-in-subsidiary-to-accelerate-hbm4-hybrid-bonder-production-69f1f8e21cdb25d2ea2895d2 DailyAlpha en 2026-04-29T12:26:10.484Z Hanwha Vision Invests KRW 50 Billion in Subsidiary to Accelerate HBM4 Hybrid Bonder Production https://dailyalpha.us/news/doosan-robotics-and-nvidia-formalize-physical-ai-partnership-unveil-roadmap-for-industrial-humanoids-by-2028-69f1f8c41cdb25d2ea28956d DailyAlpha en 2026-04-29T12:25:40.578Z Doosan Robotics and NVIDIA Formalize Physical AI Partnership, Unveil Roadmap for Industrial Humanoids by 2028 https://dailyalpha.us/news/lg-electronics-expands-nvidia-alliance-into-physical-ai-accelerates-data-center-cooling-business-69f1f8b01cdb25d2ea28956c DailyAlpha en 2026-04-29T12:25:20.219Z LG Electronics Expands NVIDIA Alliance into Physical AI, Accelerates Data Center Cooling Business https://dailyalpha.us/news/china-elevates-six-networks-strategy-commits-over-yen7-trillion-to-boost-growth-and-security-69f1ea8f1cdb25d2ea288f9b DailyAlpha en 2026-04-29T11:25:03.791Z China Elevates 'Six Networks' Strategy, Commits Over ¥7 Trillion to Boost Growth and Security https://dailyalpha.us/news/apple-faces-major-margin-pressure-as-ai-boom-could-drive-iphone-memory-costs-to-45percent-of-bom-69f1ea4c1cdb25d2ea288f9a DailyAlpha en 2026-04-29T11:23:56.580Z Apple Faces Major Margin Pressure as AI Boom Could Drive iPhone Memory Costs to 45% of BoM https://dailyalpha.us/news/openai-pivots-dollar500b-stargate-plan-swapping-jv-builds-for-large-scale-cloud-deals-69f1e87d1cdb25d2ea288f36 DailyAlpha en 2026-04-29T11:16:13.736Z OpenAI Pivots $500B Stargate Plan, Swapping JV Builds for Large-Scale Cloud Deals https://dailyalpha.us/news/south-koreas-q1-fx-trading-hits-record-high-fueled-by-ai-chip-boom-and-market-volatility-69f1e4c81cdb25d2ea288ef3 DailyAlpha en 2026-04-29T11:00:24.688Z South Korea's Q1 FX Trading Hits Record High, Fueled by AI Chip Boom and Market Volatility https://dailyalpha.us/news/shenzhen-eases-home-purchase-restrictions-to-boost-fragile-property-market-69f1e0ac1cdb25d2ea288c62 DailyAlpha en 2026-04-29T10:42:52.987Z Shenzhen Eases Home-Purchase Restrictions to Boost Fragile Property Market https://dailyalpha.us/news/robotics-downstream-economy-takes-center-stage-shifting-market-focus-from-sales-to-services-69f1ddfb1cdb25d2ea288c61 DailyAlpha en 2026-04-29T10:31:23.505Z Robotics' 'Downstream Economy' Takes Center Stage, Shifting Market Focus from Sales to Services https://dailyalpha.us/news/doosan-invests-krw-180-billion-in-new-thai-plant-for-ai-focused-ccl-targeting-h2-2028-production-69f1dc321cdb25d2ea288c5f DailyAlpha en 2026-04-29T10:23:46.614Z Doosan Invests KRW 180 Billion in New Thai Plant for AI-Focused CCL, Targeting H2 2028 Production https://dailyalpha.us/news/german-10-year-bond-auction-falters-as-inflation-and-supply-fears-weigh-on-demand-69f1d2171cdb25d2ea2889bc DailyAlpha en 2026-04-29T09:32:00.000Z German 10-Year Bond Auction Falters as Inflation and Supply Fears Weigh on Demand https://dailyalpha.us/news/samsung-foundry-hits-80percent-yield-on-4nm-process-boosting-ai-and-hbm4-prospects-69f1cc741cdb25d2ea2889ba DailyAlpha en 2026-04-29T09:16:36.716Z Samsung Foundry Hits 80% Yield on 4nm Process, Boosting AI and HBM4 Prospects https://dailyalpha.us/news/robinhood-dips-7-9percent-as-q1-miss-higher-spending-on-trump-accounts-outweigh-strong-user-growth-69f1cc321cdb25d2ea2889b9 DailyAlpha en 2026-04-29T09:15:30.691Z Robinhood Dips 7-9% as Q1 Miss, Higher Spending on 'Trump Accounts' Outweigh Strong User Growth https://dailyalpha.us/news/pentagon-eyes-japanese-korean-shipyards-to-accelerate-warship-production-with-dollar185b-proposal-69f1cb401cdb25d2ea2889b8 DailyAlpha en 2026-04-29T09:11:28.315Z Pentagon Eyes Japanese, Korean Shipyards to Accelerate Warship Production with $1.85B Proposal https://dailyalpha.us/news/uaes-fujairah-oil-stocks-plummet-to-6-million-barrels-signaling-acute-supply-strain-69f1c5af1cdb25d2ea288722 DailyAlpha en 2026-04-29T08:33:00.000Z UAE's Fujairah Oil Stocks Plummet to 6 Million Barrels, Signaling Acute Supply Strain https://dailyalpha.us/news/byd-hikes-adas-option-price-by-21percent-signaling-shift-from-price-war-to-value-competition-69f1c1081cdb25d2ea288702 DailyAlpha en 2026-04-29T08:27:52.883Z BYD Hikes ADAS Option Price by 21%, Signaling Shift from Price War to Value Competition https://dailyalpha.us/news/trump-hardens-stance-on-iran-nuclear-deal-rejects-partial-swaps-amid-high-oil-prices-69f1bd931cdb25d2ea288701 DailyAlpha en 2026-04-29T08:05:00.000Z Trump Hardens Stance on Iran Nuclear Deal, Rejects Partial Swaps Amid High Oil Prices https://dailyalpha.us/news/totalenergies-beats-q1-earnings-on-strong-refining-and-trading-reaffirms-share-buybacks-69f1a1451cdb25d2ea288011 DailyAlpha en 2026-04-29T06:03:00.000Z TotalEnergies Beats Q1 Earnings on Strong Refining and Trading; Reaffirms Share Buybacks https://dailyalpha.us/news/gsk-beats-q1-estimates-reaffirms-guidance-as-us-tariff-risk-subsides-69f1a8101cdb25d2ea288077 DailyAlpha en 2026-04-29T06:00:00.000Z GSK Beats Q1 Estimates, Reaffirms Guidance as U.S. Tariff Risk Subsides https://dailyalpha.us/news/astrazeneca-beats-q1-estimates-oncology-growth-overcomes-us-drug-price-caps-69f1a0eb1cdb25d2ea288010 DailyAlpha en 2026-04-29T06:00:00.000Z AstraZeneca Beats Q1 Estimates; Oncology Growth Overcomes US Drug Price Caps https://dailyalpha.us/news/spacex-ties-musks-pay-to-mars-colony-and-orbital-data-centers-reframing-ipo-narrative-as-space-infrastructure-platform-69f19c3a1cdb25d2ea287ca8 DailyAlpha en 2026-04-29T05:50:50.337Z SpaceX Ties Musk's Pay to Mars Colony and Orbital Data Centers, Reframing IPO Narrative as "Space Infrastructure" Platform https://dailyalpha.us/news/china-details-penalties-for-rare-earth-violations-tightens-domestic-supply-chain-control-69f19c1b1cdb25d2ea287c44 DailyAlpha en 2026-04-29T05:50:19.791Z China Details Penalties for Rare Earth Violations, Tightens Domestic Supply Chain Control https://dailyalpha.us/news/hong-kong-ai-stocks-rally-on-hang-seng-tech-index-inclusion-hopes-sparking-rerating-narrative-69f19bd91cdb25d2ea287c43 DailyAlpha en 2026-04-29T05:49:13.395Z Hong Kong AI Stocks Rally on Hang Seng Tech Index Inclusion Hopes, Sparking Rerating Narrative https://dailyalpha.us/news/china-halts-new-autonomous-driving-permits-after-baidu-robotaxi-fleet-outage-69f19bbc1cdb25d2ea287c42 DailyAlpha en 2026-04-29T05:48:44.982Z China Halts New Autonomous Driving Permits After Baidu Robotaxi Fleet Outage https://dailyalpha.us/news/chinas-daily-ai-token-consumption-surges-past-140-trillion-signaling-exponential-growth-69f19baf1cdb25d2ea287c41 DailyAlpha en 2026-04-29T05:48:31.310Z China's Daily AI Token Consumption Surges Past 140 Trillion, Signaling Exponential Growth https://dailyalpha.us/news/nvidia-exec-meets-samsung-sk-hynix-in-seoul-to-secure-physical-ai-memory-supply-69f194571cdb25d2ea287bdc DailyAlpha en 2026-04-29T05:17:11.995Z Nvidia Exec Meets Samsung, SK Hynix in Seoul to Secure 'Physical AI' Memory Supply https://dailyalpha.us/news/foxconn-to-sell-entire-sk-inc-stake-cashing-in-on-174percent-gain-fueled-by-ai-boom-69f17cef1cdb25d2ea2875f7 DailyAlpha en 2026-04-29T03:37:19.872Z Foxconn to Sell Entire SK Inc. Stake, Cashing In on 174% Gain Fueled by AI Boom https://dailyalpha.us/news/pti-raises-prices-and-capex-citing-strong-ai-demand-and-high-yields-in-advanced-packaging-69f176131cdb25d2ea287592 DailyAlpha en 2026-04-29T03:08:03.479Z PTI Raises Prices and Capex, Citing Strong AI Demand and High Yields in Advanced Packaging https://dailyalpha.us/news/hyundai-consolidates-robotics-lab-into-avp-division-accelerating-sdv-and-autonomous-tech-development-69f172251cdb25d2ea2872a8 DailyAlpha en 2026-04-29T02:51:17.023Z Hyundai Consolidates Robotics Lab into AVP Division, Accelerating SDV and Autonomous Tech Development https://dailyalpha.us/news/chinas-q1-steel-consumption-drops-44percent-as-property-slump-export-curbs-bite-69f16a2a1cdb25d2ea2872a7 DailyAlpha en 2026-04-29T02:28:53.058Z China's Q1 Steel Consumption Drops 4.4% as Property Slump, Export Curbs Bite https://dailyalpha.us/news/amd-shares-dip-as-ceo-meets-commerce-secretary-on-ai-us-tech-leadership-69f162ea1cdb25d2ea287016 DailyAlpha en 2026-04-29T02:27:17.777Z AMD Shares Dip as CEO Meets Commerce Secretary on AI, US Tech Leadership https://dailyalpha.us/news/white-house-drafts-guidance-to-bypass-pentagons-anthropic-ban-prioritizing-cyber-defense-69f169a61cdb25d2ea2872a6 DailyAlpha en 2026-04-29T02:15:02.159Z White House Drafts Guidance to Bypass Pentagon's Anthropic Ban, Prioritizing Cyber Defense https://dailyalpha.us/news/bloom-energy-raises-2026-guidance-as-ai-demand-drives-record-revenue-longer-service-contracts-69f168ac1cdb25d2ea2872a5 DailyAlpha en 2026-04-29T02:10:52.883Z Bloom Energy Raises 2026 Guidance as AI Demand Drives Record Revenue, Longer Service Contracts https://dailyalpha.us/news/microsoft-over-half-of-cosmos-db-customers-now-use-coding-agents-signaling-mainstream-shift-69f1635e1cdb25d2ea287018 DailyAlpha en 2026-04-29T01:48:14.880Z Microsoft: Over Half of Cosmos DB Customers Now Use Coding Agents, Signaling Mainstream Shift https://dailyalpha.us/news/google-withdraws-from-dollar100m-pentagon-drone-swarm-contest-citing-ethics-review-69f1632b1cdb25d2ea287017 DailyAlpha en 2026-04-29T01:47:23.666Z Google Withdraws From $100M Pentagon Drone Swarm Contest, Citing Ethics Review https://dailyalpha.us/news/china-tightens-broker-bonuses-and-expands-clawbacks-while-opening-bond-futures-to-foreigners-69f162831cdb25d2ea287015 DailyAlpha en 2026-04-29T01:44:35.385Z China Tightens Broker Bonuses and Expands Clawbacks, While Opening Bond Futures to Foreigners https://dailyalpha.us/news/sinopec-lng-imports-post-dollar115m-q1-loss-as-geopolitical-tensions-spike-spot-prices-69f162351cdb25d2ea287014 DailyAlpha en 2026-04-29T01:43:17.114Z Sinopec LNG Imports Post $115M Q1 Loss as Geopolitical Tensions Spike Spot Prices https://dailyalpha.us/news/rambus-stock-plummets-over-21percent-on-weak-guidance-and-supply-chain-woes-69f153531cdb25d2ea286d77 DailyAlpha en 2026-04-29T00:39:47.606Z Rambus Stock Plummets Over 21% on Weak Guidance and Supply Chain Woes https://dailyalpha.us/news/rokit-healthcare-stock-tumbles-as-media-scrutinizes-cartilage-regeneration-claims-citing-weak-clinical-evidence-69f14e711cdb25d2ea286d76 DailyAlpha en 2026-04-29T00:18:57.530Z Rokit Healthcare Stock Tumbles as Media Scrutinizes 'Cartilage Regeneration' Claims, Citing Weak Clinical Evidence https://dailyalpha.us/news/asian-stocks-ease-amid-japan-holiday-us-tech-futures-rise-ahead-of-fed-and-mega-cap-earnings-as-gold-reclaims-dollar4600-69f14cfa1cdb25d2ea286d74 DailyAlpha en 2026-04-29T00:02:00.000Z Asian Stocks Ease Amid Japan Holiday; US Tech Futures Rise Ahead of Fed and Mega-Cap Earnings as Gold Reclaims $4,600 https://dailyalpha.us/news/visa-bets-on-ai-agentic-commerce-for-long-term-growth-unveils-new-payment-infrastructure-69f12bd81cdb25d2ea286614 DailyAlpha en 2026-04-28T21:14:00.000Z Visa Bets on AI 'Agentic Commerce' for Long-Term Growth, Unveils New Payment Infrastructure https://dailyalpha.us/news/nxp-beats-q1-estimates-signaling-stabilization-in-auto-and-industrial-chip-cycle-69f115b71cdb25d2ea28635b DailyAlpha en 2026-04-28T20:10:00.000Z NXP Beats Q1 Estimates, Signaling Stabilization in Auto and Industrial Chip Cycle https://dailyalpha.us/news/seagate-beats-earnings-raises-guidance-as-ai-demand-fuels-storage-boom-69f1163e1cdb25d2ea28635c DailyAlpha en 2026-04-28T20:08:00.000Z Seagate Beats Earnings, Raises Guidance as AI Demand Fuels Storage Boom https://dailyalpha.us/news/t-mobile-beats-q1-estimates-expands-into-fiber-broadband-with-new-ventures-69f113ff1cdb25d2ea286357 DailyAlpha en 2026-04-28T20:00:00.000Z T-Mobile Beats Q1 Estimates, Expands into Fiber Broadband with New Ventures https://dailyalpha.us/news/aws-ramps-up-capacity-for-openai-models-amid-ai-infrastructure-shortage-69f0e981b935eaeed1b3eb24 DailyAlpha en 2026-04-28T17:00:00.000Z AWS Ramps Up Capacity for OpenAI Models Amid AI Infrastructure Shortage https://dailyalpha.us/news/amazon-upgrades-connect-to-full-agentic-ai-solution-escalating-competition-with-google-and-microsoft-69f0dfdab935eaeed1b3e898 DailyAlpha en 2026-04-28T16:27:06.278Z Amazon Upgrades Connect to Full Agentic AI Solution, Escalating Competition with Google and Microsoft https://dailyalpha.us/news/nvidia-launches-nemotron-3-nano-omni-to-power-on-device-agentic-ai-intensifying-edge-computing-race-69f0df1db935eaeed1b3e897 DailyAlpha en 2026-04-28T16:23:57.518Z Nvidia Launches Nemotron 3 Nano Omni to Power On-Device Agentic AI, Intensifying Edge Computing Race https://dailyalpha.us/news/ai-optics-firm-lightelligence-soars-384percent-in-hong-kong-debut-fueled-by-scarcity-and-tech-hype-69f0db19b935eaeed1b3e896 DailyAlpha en 2026-04-28T16:06:49.053Z AI Optics Firm Lightelligence Soars 384% in Hong Kong Debut, Fueled by Scarcity and Tech Hype https://dailyalpha.us/news/us-consumer-confidence-rises-in-april-defying-inflation-fears-amid-strong-job-market-69f0d6f8b935eaeed1b3e357 DailyAlpha en 2026-04-28T15:49:12.577Z US Consumer Confidence Rises in April, Defying Inflation Fears Amid Strong Job Market https://dailyalpha.us/news/doosan-tesna-invests-won1909-billion-in-test-equipment-confirming-ai-driven-outsourcing-boom-69f0d48db935eaeed1b3e0ef DailyAlpha en 2026-04-28T15:38:53.784Z Doosan Tesna Invests ₩190.9 Billion in Test Equipment, Confirming AI-Driven Outsourcing Boom https://dailyalpha.us/news/jpmorgans-dimon-warns-credit-downturn-will-be-worse-than-people-think-cites-deflation-as-worst-case-risk-69f0cfc7b935eaeed1b3e0ee DailyAlpha en 2026-04-28T15:18:31.078Z JPMorgan's Dimon Warns Credit Downturn Will Be 'Worse Than People Think', Cites Deflation as Worst-Case Risk https://dailyalpha.us/news/jetblue-to-cut-flights-post-summer-as-fuel-costs-spike-eyes-premium-fares-for-revenue-boost-69f0cfbab935eaeed1b3e0ed DailyAlpha en 2026-04-28T15:18:18.887Z JetBlue to Cut Flights Post-Summer as Fuel Costs Spike, Eyes Premium Fares for Revenue Boost https://dailyalpha.us/news/china-poised-to-restart-fuel-exports-in-may-easing-regional-supply-crunch-69f0cf98b935eaeed1b3e0ec DailyAlpha en 2026-04-28T15:17:44.313Z China Poised to Restart Fuel Exports in May, Easing Regional Supply Crunch