https://dailyalpha.us/news/bank-of-america-taps-nvidia-meta-and-3-others-as-top-ai-picks-for-h2-2026-citing-full-stack-dominance-6a36c0f85ab2894278965c75 DailyAlpha en 2026-06-20T16:34:00.521Z Bank of America Taps NVIDIA, Meta, and 3 Others as Top AI Picks for H2 2026, Citing Full-Stack Dominance https://dailyalpha.us/news/chinas-housing-slump-worsens-as-may-prices-fall-faster-resale-market-remains-weak-6a36bb385ab2894278965c74 DailyAlpha en 2026-06-20T16:09:28.209Z China's Housing Slump Worsens as May Prices Fall Faster, Resale Market Remains Weak https://dailyalpha.us/news/us-equity-funds-see-massive-inflows-driven-by-tech-rally-specific-record-claim-unverified-6a36badc5ab2894278965c73 DailyAlpha en 2026-06-20T16:07:56.008Z US Equity Funds See Massive Inflows Driven by Tech Rally; Specific Record Claim Unverified https://dailyalpha.us/news/israel-halts-offensive-in-lebanon-maintains-occupation-of-security-zone-6a36bad85ab2894278965c72 DailyAlpha en 2026-06-20T16:07:52.573Z Israel Halts Offensive in Lebanon; Maintains Occupation of Security Zone https://dailyalpha.us/news/tkms-gains-upper-hand-in-canadian-submarine-bid-german-research-note-cites-70percent-win-probability-ahead-of-nato-summit-6a36aff45ab2894278965b2a DailyAlpha en 2026-06-20T15:21:24.896Z TKMS Gains Upper Hand in Canadian Submarine Bid; German Research Note Cites 70% Win Probability Ahead of NATO Summit https://dailyalpha.us/news/us-envoys-arrive-for-iran-talks-as-tehran-threatens-to-re-close-strait-of-hormuz-6a36af775ab2894278965b28 DailyAlpha en 2026-06-20T15:19:19.338Z US Envoys Arrive for Iran Talks as Tehran Threatens to Re-Close Strait of Hormuz https://dailyalpha.us/news/tsmc-taps-amkor-for-10-year-packaging-deal-amid-supply-crunch-intels-emib-gains-traction-as-viable-alternative-6a367e6e5ab2894278964e87 DailyAlpha en 2026-06-20T15:04:56.740Z TSMC Taps Amkor for 10-Year Packaging Deal Amid Supply Crunch; Intel's EMIB Gains Traction as Viable Alternative https://dailyalpha.us/news/taiwan-chip-resistor-makers-signal-price-hikes-following-chinas-lead-amid-surging-silver-costs-and-ai-demand-6a368af95ab28942789651c2 DailyAlpha en 2026-06-20T12:43:37.736Z Taiwan Chip Resistor Makers Signal Price Hikes, Following China's Lead Amid Surging Silver Costs and AI Demand https://dailyalpha.us/news/oklo-secures-haleu-fuel-intent-with-centrus-partially-de-risking-ohio-nuclear-campus-6a368a2a5ab28942789651c1 DailyAlpha en 2026-06-20T12:40:10.961Z Oklo Secures HALEU Fuel Intent with Centrus, Partially De-Risking Ohio Nuclear Campus https://dailyalpha.us/news/nobel-laureate-john-jumper-leaves-google-deepmind-for-anthropic-signaling-shift-to-ai-for-science-6a3686de5ab28942789651c0 DailyAlpha en 2026-06-20T12:26:06.627Z Nobel Laureate John Jumper Leaves Google DeepMind for Anthropic, Signaling Shift to 'AI for Science' https://dailyalpha.us/news/japanese-chip-equipment-sales-to-china-tumble-for-first-time-amid-beijings-self-sufficiency-drive-6a3686a05ab28942789651bf DailyAlpha en 2026-06-20T12:25:04.126Z Japanese Chip Equipment Sales to China Tumble for First Time Amid Beijing's Self-Sufficiency Drive https://dailyalpha.us/news/hantok-chemicals-breaks-ground-on-pyeongtaek-plant-bolstering-supply-for-semiconductor-mega-cluster-6a3685e75ab28942789651be DailyAlpha en 2026-06-20T12:21:59.243Z Hantok Chemicals Breaks Ground on Pyeongtaek Plant, Bolstering Supply for Semiconductor Mega-Cluster https://dailyalpha.us/news/china-extends-rare-earth-squeeze-on-japan-key-mineral-exports-remain-near-zero-in-may-6a3681975ab2894278964e89 DailyAlpha en 2026-06-20T12:03:35.936Z China Extends Rare Earth Squeeze on Japan; Key Mineral Exports Remain Near Zero in May https://dailyalpha.us/news/china-reveals-state-backed-orbital-compute-initiative-days-before-spacexs-ai1-unveiling-6a3681895ab2894278964e88 DailyAlpha en 2026-06-20T12:03:21.749Z China Reveals State-Backed Orbital Compute Initiative Days Before SpaceX's AI1 Unveiling https://dailyalpha.us/news/tse-and-kitech-co-develop-512-parallel-hbm-test-handler-aiming-to-double-throughput-6a367de95ab2894278964e86 DailyAlpha en 2026-06-20T11:47:53.613Z TSE and KITECH Co-Develop 512-Parallel HBM Test Handler, Aiming to Double Throughput https://dailyalpha.us/news/sk-hynix-launches-massive-chip-design-hiring-spree-intensifying-koreas-ai-talent-war-6a367ddb5ab2894278964e85 DailyAlpha en 2026-06-20T11:47:39.480Z SK hynix Launches Massive Chip Design Hiring Spree, Intensifying Korea's AI Talent War https://dailyalpha.us/news/taiwanese-resistor-makers-plan-new-price-hikes-as-china-competitors-drive-up-costs-ai-demand-surges-6a366c705ab2894278964b86 DailyAlpha en 2026-06-20T10:33:20.095Z Taiwanese Resistor Makers Plan New Price Hikes as China Competitors Drive Up Costs, AI Demand Surges https://dailyalpha.us/news/japan-launches-dollar23-trillion-public-private-push-for-ai-chips-and-space-by-2040-6a362de15ab2894278963b67 DailyAlpha en 2026-06-20T06:06:25.230Z Japan Launches $2.3 Trillion Public-Private Push for AI, Chips, and Space by 2040 https://dailyalpha.us/news/google-reportedly-explores-chinese-dram-amid-global-shortage-sparking-policy-concerns-6a362d9c5ab2894278963b66 DailyAlpha en 2026-06-20T06:05:16.918Z Google Reportedly Explores Chinese DRAM Amid Global Shortage, Sparking Policy Concerns https://dailyalpha.us/news/us-senate-bill-tightens-oversight-on-koreas-opcon-transfer-demanding-pre-approval-and-regular-reports-6a362c975ab2894278963867 DailyAlpha en 2026-06-20T06:00:55.589Z US Senate Bill Tightens Oversight on Korea's OPCON Transfer, Demanding Pre-Approval and Regular Reports https://dailyalpha.us/news/iran-implements-hormuz-permit-system-under-60-day-us-deal-oil-prices-fall-as-first-tankers-transit-6a3600105ab2894278962fd6 DailyAlpha en 2026-06-20T02:50:56.423Z Iran Implements Hormuz Permit System Under 60-Day US Deal; Oil Prices Fall as First Tankers Transit https://dailyalpha.us/news/israel-hezbollah-ceasefire-immediately-breached-by-fatal-drone-strike-threatening-broader-us-iran-de-escalation-6a3581dc5ab289427896110e DailyAlpha en 2026-06-19T17:46:00.000Z Israel-Hezbollah Ceasefire Immediately Breached by Fatal Drone Strike, Threatening Broader U.S.-Iran De-escalation https://dailyalpha.us/news/bank-of-japan-hikes-rates-yet-yen-remains-near-40-year-low-as-intervention-watch-intensifies-6a3541ef5ab289427895fe04 DailyAlpha en 2026-06-19T13:19:43.493Z Bank of Japan Hikes Rates, Yet Yen Remains Near 40-Year Low as Intervention Watch Intensifies https://dailyalpha.us/news/israel-hezbollah-agree-to-ceasefire-oil-prices-fall-on-de-escalation-hopes-6a353c5f5ab289427895fa8b DailyAlpha en 2026-06-19T12:50:00.000Z Israel, Hezbollah Agree to Ceasefire; Oil Prices Fall on De-escalation Hopes https://dailyalpha.us/news/us-assures-iran-on-israels-lebanon-operations-to-safeguard-fragile-truce-6a353aba5ab289427895f88c DailyAlpha en 2026-06-19T12:48:58.615Z US Assures Iran on Israel's Lebanon Operations to Safeguard Fragile Truce https://dailyalpha.us/news/south-koreas-nps-sells-stocks-as-kospi-hits-record-high-signaling-rebalancing-restart-6a353a5e5ab289427895f88b DailyAlpha en 2026-06-19T12:47:26.530Z South Korea's NPS Sells Stocks as KOSPI Hits Record High, Signaling Rebalancing Restart https://dailyalpha.us/news/goldman-sachs-projects-leanest-european-gas-storage-since-2013-holds-winter-price-forecast-at-euro41mwh-6a352b4d5ab289427895f133 DailyAlpha en 2026-06-19T11:43:09.348Z Goldman Sachs Projects Leanest European Gas Storage Since 2013, Holds Winter Price Forecast at €41/MWh https://dailyalpha.us/news/democratic-socialist-janeese-lewis-george-wins-dc-mayoral-primary-setting-up-clash-with-trump-over-home-rule-6a34d37f5ab2894278959d64 DailyAlpha en 2026-06-19T05:28:31.434Z Democratic Socialist Janeese Lewis George Wins DC Mayoral Primary, Setting Up Clash with Trump Over Home Rule https://dailyalpha.us/news/ferc-orders-grid-operators-to-overhaul-rules-for-ai-data-centers-amid-surging-power-demand-6a349b8b5ab2894278957df8 DailyAlpha en 2026-06-19T04:46:09.488Z FERC Orders Grid Operators to Overhaul Rules for AI Data Centers Amid Surging Power Demand https://dailyalpha.us/news/valuation-guru-damodaran-calls-spacex-too-expensive-citing-ipo-frenzy-and-stretched-metrics-6a34b8475ab2894278959459 DailyAlpha en 2026-06-19T04:16:54.324Z Valuation Guru Damodaran Calls SpaceX 'Too Expensive', Citing IPO Frenzy and Stretched Metrics https://dailyalpha.us/news/ai-driven-cpu-demand-intensifies-abf-substrate-shortage-material-supply-emerges-as-key-bottleneck-6a34bb4a5ab289427895945a DailyAlpha en 2026-06-19T04:15:18.125Z AI-Driven CPU Demand Intensifies ABF Substrate Shortage; Material Supply Emerges as Key Bottleneck https://dailyalpha.us/news/samhyun-secures-follow-on-humanoid-robot-prototype-order-stock-dips-on-sell-the-news-reaction-6a34bcca5ab2894278959735 DailyAlpha en 2026-06-19T03:51:38.727Z Samhyun Secures Follow-On Humanoid Robot Prototype Order; Stock Dips on 'Sell the News' Reaction https://dailyalpha.us/news/nan-ya-plastics-signals-more-price-hikes-for-e-glass-amid-structural-shortage-nvidia-suppliers-reportedly-pre-book-capacity-6a34bc9d5ab2894278959734 DailyAlpha en 2026-06-19T03:50:53.749Z Nan Ya Plastics Signals More Price Hikes for E-Glass Amid Structural Shortage; Nvidia Suppliers Reportedly Pre-Book Capacity https://dailyalpha.us/news/korea-zincs-us-arm-begins-due-diligence-on-tennessee-site-advancing-critical-minerals-hub-6a34bc9a5ab2894278959733 DailyAlpha en 2026-06-19T03:50:50.045Z Korea Zinc's US Arm Begins Due Diligence on Tennessee Site, Advancing Critical Minerals Hub https://dailyalpha.us/news/samsung-accelerates-taylor-2nm-fab-ramp-up-asml-engineers-arrive-on-site-for-euv-setup-6a34b7a15ab2894278959458 DailyAlpha en 2026-06-19T03:29:37.117Z Samsung Accelerates Taylor 2nm Fab Ramp-Up; ASML Engineers Arrive On-Site for EUV Setup https://dailyalpha.us/news/south-korea-signals-end-to-oil-price-cap-as-middle-east-tensions-ease-oil-prices-fall-6a34b7915ab2894278959457 DailyAlpha en 2026-06-19T03:29:21.506Z South Korea Signals End to Oil Price Cap as Middle East Tensions Ease, Oil Prices Fall https://dailyalpha.us/news/us-iran-talks-postponed-as-tehran-links-deal-to-israeli-pullback-from-lebanon-6a34ad6f5ab2894278958fbf DailyAlpha en 2026-06-19T02:40:00.000Z US-Iran Talks Postponed as Tehran Links Deal to Israeli Pullback from Lebanon https://dailyalpha.us/news/us-voices-concern-to-asml-over-potential-euv-diversion-to-china-company-denies-shipments-raising-risk-of-broader-curbs-6a349fe05ab28942789580cd DailyAlpha en 2026-06-19T01:48:16.433Z US Voices Concern to ASML Over Potential EUV Diversion to China; Company Denies Shipments, Raising Risk of Broader Curbs https://dailyalpha.us/news/msci-signals-korea-unlikely-for-developed-market-watch-list-citing-unresolved-accessibility-issues-6a349e4b5ab28942789580c9 DailyAlpha en 2026-06-19T01:41:31.131Z MSCI Signals Korea Unlikely for Developed Market Watch List, Citing Unresolved Accessibility Issues https://dailyalpha.us/news/foxconn-chairman-details-ai-factory-vision-projects-dollar16-trillion-data-center-investment-by-2030-6a349e375ab28942789580c8 DailyAlpha en 2026-06-19T01:41:11.627Z Foxconn Chairman Details 'AI Factory' Vision, Projects $1.6 Trillion Data Center Investment by 2030 https://dailyalpha.us/news/hyundai-motor-moves-to-fully-acquire-boston-dynamics-buying-softbanks-remaining-stake-6a349de45ab28942789580c7 DailyAlpha en 2026-06-19T01:39:48.848Z Hyundai Motor Moves to Fully Acquire Boston Dynamics, Buying SoftBank's Remaining Stake https://dailyalpha.us/news/kalshi-revenue-surges-past-dollar2b-annualized-on-world-cup-nba-finals-ipo-talks-begin-6a349d925ab28942789580c6 DailyAlpha en 2026-06-19T01:38:26.308Z Kalshi Revenue Surges Past $2B Annualized on World Cup, NBA Finals; IPO Talks Begin https://dailyalpha.us/news/intel-appoints-seok-hee-lee-to-lead-advanced-packaging-targeting-ai-chip-bottleneck-6a349b625ab2894278957df7 DailyAlpha en 2026-06-19T01:29:06.036Z Intel Appoints Seok-Hee Lee to Lead Advanced Packaging, Targeting AI Chip Bottleneck https://dailyalpha.us/news/openai-launches-chatgpt-ads-in-south-korea-targeting-free-users-amid-local-platform-dominance-6a349b235ab2894278957df6 DailyAlpha en 2026-06-19T01:28:03.402Z OpenAI Launches ChatGPT Ads in South Korea, Targeting Free Users Amid Local Platform Dominance https://dailyalpha.us/news/japan-vows-fiscal-discipline-on-tax-cut-renews-fx-warning-against-speculators-6a3492485ab2894278957dc8 DailyAlpha en 2026-06-19T00:36:00.000Z Japan Vows Fiscal Discipline on Tax Cut, Renews FX Warning Against Speculators https://dailyalpha.us/news/ustr-launches-section-301-probe-into-german-pharmaceutical-pricing-extending-tariff-negotiation-playbook-to-eu-6a348b0b5ab2894278957ab8 DailyAlpha en 2026-06-19T00:13:00.000Z USTR Launches Section 301 Probe into German Pharmaceutical Pricing, Extending Tariff-Negotiation Playbook to EU https://dailyalpha.us/news/boj-april-minutes-reveal-caution-over-middle-east-risks-framing-june-rate-hike-6a3486055ab289427895786f DailyAlpha en 2026-06-18T23:50:00.000Z BoJ April Minutes Reveal Caution Over Middle East Risks, Framing June Rate Hike https://dailyalpha.us/news/japans-may-core-inflation-undershoots-at-18percent-easing-pressure-for-immediate-boj-rate-hike-6a3481895ab2894278957836 DailyAlpha en 2026-06-18T23:30:00.000Z Japan's May Core Inflation Undershoots at 1.8%, Easing Pressure for Immediate BOJ Rate Hike https://dailyalpha.us/news/uk-interest-rates-to-remain-higher-for-longer-as-sticky-inflation-persists-forecasters-push-easing-to-2027-6a3476ad5ab2894278956e70 DailyAlpha en 2026-06-18T22:52:29.317Z UK Interest Rates to Remain 'Higher-for-Longer' as Sticky Inflation Persists; Forecasters Push Easing to 2027 https://dailyalpha.us/news/openai-hires-meta-comms-vp-for-devices-group-signaling-imminent-hardware-launch-and-ipo-prep-6a3476885ab2894278956e6f DailyAlpha en 2026-06-18T22:51:52.383Z OpenAI Hires Meta Comms VP for Devices Group, Signaling Imminent Hardware Launch and IPO Prep https://dailyalpha.us/news/sweden-threatens-to-block-eu-wide-tesla-fsd-approval-over-speeding-feature-6a3476765ab2894278956e6e DailyAlpha en 2026-06-18T22:51:34.587Z Sweden Threatens to Block EU-Wide Tesla FSD Approval Over Speeding Feature https://dailyalpha.us/news/us-allows-iran-access-to-dollar6b-in-frozen-funds-under-interim-deal-oil-prices-tumble-as-hormuz-reopens-6a3476675ab2894278956e6d DailyAlpha en 2026-06-18T22:51:19.688Z US Allows Iran Access to $6B in Frozen Funds Under Interim Deal; Oil Prices Tumble as Hormuz Reopens https://dailyalpha.us/news/gop-dismay-over-iran-mou-clouds-deals-future-pressures-oil-prices-6a3476045ab2894278956e6c DailyAlpha en 2026-06-18T22:49:40.242Z GOP Dismay Over Iran MoU Clouds Deal's Future, Pressures Oil Prices https://dailyalpha.us/news/citi-slashes-brent-forecast-to-dollar60-65-as-us-iran-mou-unlocks-strait-of-hormuz-6a3475bd5ab2894278956e6a DailyAlpha en 2026-06-18T22:48:29.014Z Citi Slashes Brent Forecast to $60-65 as US-Iran MoU Unlocks Strait of Hormuz https://dailyalpha.us/news/white-house-anthropic-negotiate-ai-security-framework-following-model-takedown-6a34759b5ab2894278956e69 DailyAlpha en 2026-06-18T22:47:55.782Z White House, Anthropic Negotiate AI Security Framework Following Model Takedown https://dailyalpha.us/news/ukraine-pushes-for-pre-winter-peace-talks-leveraging-sanctions-and-deep-strikes-on-russia-6a3474de5ab2894278956e68 DailyAlpha en 2026-06-18T22:44:46.346Z Ukraine Pushes for Pre-Winter Peace Talks, Leveraging Sanctions and Deep Strikes on Russia https://dailyalpha.us/news/intel-overhauls-foundry-leadership-spins-off-advanced-packaging-unit-to-capture-ai-demand-6a3468585ab2894278956b27 DailyAlpha en 2026-06-18T21:51:20.624Z Intel Overhauls Foundry Leadership, Spins Off Advanced Packaging Unit to Capture AI Demand https://dailyalpha.us/news/meta-secures-16gw-ai-compute-capacity-from-crusoe-diversifying-supply-chain-amid-power-constraints-6a34684e5ab2894278956b26 DailyAlpha en 2026-06-18T21:51:10.043Z Meta Secures 1.6GW AI Compute Capacity from Crusoe, Diversifying Supply Chain Amid Power Constraints https://dailyalpha.us/news/openai-hires-googles-star-ai-researcher-noam-shazeer-to-lead-next-generation-model-architectures-6a344a1f5ab28942789564b6 DailyAlpha en 2026-06-18T19:42:23.989Z OpenAI Hires Google's Star AI Researcher Noam Shazeer to Lead Next-Generation Model Architectures