https://dailyalpha.us/news/daiwa-lifts-samsung-sdi-target-price-to-won600000-citing-ess-growth-over-ev-slowdown-69d76186c55c4e12cc60abb8 DailyAlpha en 2026-04-09T08:21:26.411Z Daiwa Lifts Samsung SDI Target Price to ₩600,000, Citing ESS Growth Over EV Slowdown https://dailyalpha.us/news/teslas-china-exports-jump-45percent-in-march-bolstering-global-supply-amid-domestic-slowdown-69d75f41c55c4e12cc60abb7 DailyAlpha en 2026-04-09T08:11:45.288Z Tesla's China Exports Jump 45% in March, Bolstering Global Supply Amid Domestic Slowdown https://dailyalpha.us/news/chenbro-reports-strong-q1-shipments-signals-broadening-ai-infrastructure-boom-beyond-gpus-69d75efac55c4e12cc60abb6 DailyAlpha en 2026-04-09T08:10:34.747Z Chenbro Reports Strong Q1 Shipments, Signals Broadening AI Infrastructure Boom Beyond GPUs https://dailyalpha.us/news/kia-announces-won49-trillion-investment-pivots-growth-strategy-to-hybrids-localization-and-sdvs-69d75de6c55c4e12cc60aaff DailyAlpha en 2026-04-09T08:05:58.484Z Kia Announces ₩49 Trillion Investment; Pivots Growth Strategy to Hybrids, Localization, and SDVs https://dailyalpha.us/news/saudi-arabia-iran-hold-de-escalation-talks-following-us-iran-ceasefire-hormuz-tensions-remain-key-focus-69d75ce4c55c4e12cc60aafe DailyAlpha en 2026-04-09T08:01:40.595Z Saudi Arabia, Iran Hold De-Escalation Talks Following US-Iran Ceasefire; Hormuz Tensions Remain Key Focus https://dailyalpha.us/news/us-oil-majors-lobby-white-house-to-block-irans-hormuz-tolls-amid-ceasefire-talks-69d75a0ec55c4e12cc60aaf4 DailyAlpha en 2026-04-09T07:56:33.567Z US Oil Majors Lobby White House to Block Iran's Hormuz Tolls Amid Ceasefire Talks https://dailyalpha.us/news/lg-cns-pivots-to-ai-on-erp-with-sap-targeting-system-upgrade-supercycle-69d75b2dc55c4e12cc60aafc DailyAlpha en 2026-04-09T07:54:21.076Z LG CNS Pivots to 'AI on ERP' with SAP, Targeting System Upgrade Supercycle https://dailyalpha.us/news/hanwha-and-hanmi-semiconductor-clash-in-court-over-hbm-bonder-patents-threatening-supply-chain-stability-69d75ad7c55c4e12cc60aafb DailyAlpha en 2026-04-09T07:52:55.598Z Hanwha and Hanmi Semiconductor Clash in Court Over HBM Bonder Patents, Threatening Supply Chain Stability https://dailyalpha.us/news/lg-electronics-taps-samsung-display-for-qd-oled-monitor-panels-deepening-coopetition-amid-market-pressures-69d75ad1c55c4e12cc60aaf9 DailyAlpha en 2026-04-09T07:52:49.250Z LG Electronics Taps Samsung Display for QD-OLED Monitor Panels, Deepening 'Coopetition' Amid Market Pressures https://dailyalpha.us/news/lg-unveils-exaone-45-multimodal-ai-claims-superior-performance-over-gpt-5-mini-and-claude-69d75aa1c55c4e12cc60aaf8 DailyAlpha en 2026-04-09T07:52:01.290Z LG Unveils EXAONE 4.5 Multimodal AI, Claims Superior Performance Over GPT-5 Mini and Claude https://dailyalpha.us/news/dalton-investments-declares-korea-premium-era-as-reforms-fuel-169percent-market-rally-69d75a8cc55c4e12cc60aaf6 DailyAlpha en 2026-04-09T07:51:40.498Z Dalton Investments Declares 'Korea Premium' Era as Reforms Fuel 169% Market Rally https://dailyalpha.us/news/mit-study-projects-ai-to-automate-most-text-tasks-by-2029-suggesting-a-rising-tide-of-change-69d75a39c55c4e12cc60aaf5 DailyAlpha en 2026-04-09T07:50:17.797Z MIT Study Projects AI to Automate Most Text Tasks by 2029, Suggesting a 'Rising Tide' of Change https://dailyalpha.us/news/india-approves-inr-26070-crore-investment-for-1720-mw-kamala-hydropower-project-in-arunachal-pradesh-69d735a3c55c4e12cc60a9a3 DailyAlpha en 2026-04-09T05:14:11.497Z India Approves INR 26,070 Crore Investment for 1,720 MW Kamala Hydropower Project in Arunachal Pradesh https://dailyalpha.us/news/japan-signals-no-rush-to-extend-jgb-duration-pledges-to-follow-market-demand-69d73592c55c4e12cc60a9a2 DailyAlpha en 2026-04-09T05:13:54.130Z Japan Signals No Rush to Extend JGB Duration, Pledges to Follow Market Demand https://dailyalpha.us/news/arm-ceo-rene-haas-to-lead-softbanks-international-business-unifying-ai-strategy-69d73560c55c4e12cc60a9a1 DailyAlpha en 2026-04-09T05:13:04.453Z Arm CEO Rene Haas to Lead SoftBank's International Business, Unifying AI Strategy https://dailyalpha.us/news/boj-governor-ueda-affirms-accommodative-stance-citing-clearly-negative-real-interest-rates-amid-yen-pressure-69d72fe7c55c4e12cc60a8fc DailyAlpha en 2026-04-09T04:42:00.000Z BoJ Governor Ueda Affirms Accommodative Stance, Citing "Clearly Negative" Real Interest Rates Amid Yen Pressure https://dailyalpha.us/news/us-crude-exports-surge-toward-record-as-asia-pivots-from-disrupted-middle-east-supply-69d726bbc55c4e12cc60a8f8 DailyAlpha en 2026-04-09T04:10:35.644Z US Crude Exports Surge Toward Record as Asia Pivots from Disrupted Middle East Supply https://dailyalpha.us/news/japan-considers-20-day-extension-of-oil-reserve-drawdown-to-stabilize-prices-69d72702c55c4e12cc60a8f9 DailyAlpha en 2026-04-09T04:06:00.000Z Japan Considers 20-Day Extension of Oil Reserve Drawdown to Stabilize Prices https://dailyalpha.us/news/sambanova-and-intel-to-ship-air-cooled-ai-inference-stack-in-h2-2026-for-power-constrained-data-centers-69d7256bc55c4e12cc60a856 DailyAlpha en 2026-04-09T04:04:59.766Z SambaNova and Intel to Ship Air-Cooled AI Inference Stack in H2 2026 for Power-Constrained Data Centers https://dailyalpha.us/news/trump-warns-iran-vows-to-keep-us-forces-on-station-to-enforce-ceasefire-and-open-hormuz-69d72385c55c4e12cc60a855 DailyAlpha en 2026-04-09T03:48:00.000Z Trump Warns Iran, Vows to Keep US Forces On Station to Enforce Ceasefire and Open Hormuz https://dailyalpha.us/news/openai-pivots-to-enterprise-now-40percent-of-revenue-aims-for-parity-with-consumer-by-end-of-2026-69d72129c55c4e12cc60a853 DailyAlpha en 2026-04-09T03:46:49.087Z OpenAI Pivots to Enterprise, Now 40% of Revenue; Aims for Parity with Consumer by End of 2026 https://dailyalpha.us/news/honda-partners-with-ubtech-to-deploy-humanoid-robots-in-china-following-toyotas-lead-69d71c85c55c4e12cc60a851 DailyAlpha en 2026-04-09T03:27:01.641Z Honda Partners with UBTECH to Deploy Humanoid Robots in China, Following Toyota's Lead https://dailyalpha.us/news/trump-slams-iran-10-point-plan-reports-as-hoax-vies-for-narrative-control-ahead-of-talks-69d750e2c55c4e12cc60aaee DailyAlpha en 2026-04-09T02:57:00.000Z Trump Slams Iran '10-Point Plan' Reports as 'HOAX,' Vies for Narrative Control Ahead of Talks https://dailyalpha.us/news/south-korea-signals-tax-cuts-for-long-term-stock-investors-boosting-value-up-agenda-69d70e09c55c4e12cc60a7a9 DailyAlpha en 2026-04-09T02:25:13.646Z South Korea Signals Tax Cuts for Long-Term Stock Investors, Boosting Value-Up Agenda https://dailyalpha.us/news/quanta-shatters-revenue-records-on-ai-server-surge-stock-jumps-over-6percent-69d70b1bc55c4e12cc60a7a6 DailyAlpha en 2026-04-09T02:12:43.782Z Quanta Shatters Revenue Records on AI Server Surge; Stock Jumps Over 6% https://dailyalpha.us/news/apple-faces-macbook-neo-dilemma-as-explosive-demand-drains-binned-chip-supply-69d70ad2c55c4e12cc60a7a5 DailyAlpha en 2026-04-09T02:11:30.113Z Apple Faces MacBook Neo Dilemma as Explosive Demand Drains 'Binned' Chip Supply https://dailyalpha.us/news/us-revamps-section-232-tariffs-exempting-cosmetics-and-easing-burden-on-k-beauty-exporters-69d70accc55c4e12cc60a7a4 DailyAlpha en 2026-04-09T02:11:24.771Z US Revamps Section 232 Tariffs, Exempting Cosmetics and Easing Burden on K-Beauty Exporters https://dailyalpha.us/news/kaist-and-samsung-unveil-v-die-hbm-concept-promising-4x-bandwidth-to-break-ai-memory-wall-69d70aaac55c4e12cc60a7a2 DailyAlpha en 2026-04-09T02:10:50.616Z KAIST & Samsung Unveil 'V-die' HBM Concept, Promising 4x Bandwidth to Break AI Memory Wall https://dailyalpha.us/news/hanmi-semiconductor-announces-2nd-gen-hybrid-bonder-prototype-targeting-hbm45-market-69d70a98c55c4e12cc60a7a1 DailyAlpha en 2026-04-09T02:10:32.816Z Hanmi Semiconductor Announces 2nd-Gen Hybrid Bonder Prototype, Targeting HBM4/5 Market https://dailyalpha.us/news/citi-boosts-sk-hynix-target-to-won17m-citing-ai-memory-supercycle-and-surging-q1-earnings-forecast-69d70a97c55c4e12cc60a7a0 DailyAlpha en 2026-04-09T02:10:31.677Z Citi Boosts SK hynix Target to ₩1.7M, Citing AI-Memory Supercycle and Surging Q1 Earnings Forecast https://dailyalpha.us/news/sk-hynix-invests-in-european-risc-v-designer-semidynamics-to-tackle-ai-memory-bottleneck-69d70a42c55c4e12cc60a6ff DailyAlpha en 2026-04-09T02:09:06.199Z SK hynix Invests in European RISC-V Designer Semidynamics to Tackle AI Memory Bottleneck https://dailyalpha.us/news/google-launches-ai-powered-finance-platform-globally-expanding-to-over-100-countries-69d70446c55c4e12cc60a6fe DailyAlpha en 2026-04-09T01:43:34.691Z Google Launches AI-Powered Finance Platform Globally, Expanding to Over 100 Countries https://dailyalpha.us/news/google-cloud-boosts-ai-performance-on-gke-with-automated-storage-tuning-profiles-69d70436c55c4e12cc60a6fd DailyAlpha en 2026-04-09T01:43:18.886Z Google Cloud Boosts AI Performance on GKE with Automated Storage Tuning Profiles https://dailyalpha.us/news/innolux-raises-prices-on-niche-products-amid-surging-component-costs-and-chip-tightness-69d7021cc55c4e12cc60a6fc DailyAlpha en 2026-04-09T01:34:20.546Z Innolux Raises Prices on Niche Products Amid Surging Component Costs and Chip Tightness https://dailyalpha.us/news/fcc-moves-to-ban-all-china-based-labs-from-testing-us-bound-electronics-escalating-tech-decoupling-69d6fcdbc55c4e12cc60a65b DailyAlpha en 2026-04-09T01:11:55.812Z FCC Moves to Ban All China-Based Labs From Testing US-Bound Electronics, Escalating Tech Decoupling https://dailyalpha.us/news/white-house-fed-frame-oil-spike-as-one-time-inflation-hit-ahead-of-cpi-data-69d6fcb9c55c4e12cc60a65a DailyAlpha en 2026-04-09T01:11:21.649Z White House, Fed Frame Oil Spike as 'One-Time' Inflation Hit Ahead of CPI Data https://dailyalpha.us/news/google-integrates-gemini-with-notebooklm-rolls-out-notebooks-to-paid-subscribers-first-69d6fc7dc55c4e12cc60a659 DailyAlpha en 2026-04-09T01:10:21.109Z Google Integrates Gemini with NotebookLM, Rolls Out 'Notebooks' to Paid Subscribers First https://dailyalpha.us/news/hezbollah-vows-to-continue-attacks-on-israel-demanding-end-to-aggression-as-us-iran-truce-excludes-lebanon-69d6f6c2640fc7efe77b66e6 DailyAlpha en 2026-04-09T00:42:00.000Z Hezbollah Vows to Continue Attacks on Israel, Demanding End to 'Aggression' as US-Iran Truce Excludes Lebanon https://dailyalpha.us/news/applied-digital-revenue-soars-139percent-on-hpc-center-activation-secures-favorable-financing-for-expansion-69d6e1c8c55c4e12cc60a58a DailyAlpha en 2026-04-08T23:16:24.848Z Applied Digital Revenue Soars 139% on HPC Center Activation; Secures Favorable Financing for Expansion https://dailyalpha.us/news/aerospace-supplier-arxis-launches-ipo-roadshow-seeks-up-to-dollar106b-at-dollar112b-valuation-69d6e11ac55c4e12cc60a4cd DailyAlpha en 2026-04-08T23:13:30.435Z Aerospace Supplier Arxis Launches IPO Roadshow, Seeks Up to $1.06B at $11.2B Valuation https://dailyalpha.us/news/itochu-and-sankyu-to-jointly-acquire-singaporean-mro-firm-swts-strengthening-asia-pacific-service-hub-69d6e10dc55c4e12cc60a4cc DailyAlpha en 2026-04-08T23:13:17.346Z Itochu and Sankyu to Jointly Acquire Singaporean MRO Firm SWTS, Strengthening Asia-Pacific Service Hub https://dailyalpha.us/news/meta-launches-muse-spark-ai-shares-jump-over-6percent-new-model-focuses-on-reasoning-and-mass-distribution-69d6e10ac55c4e12cc60a4cb DailyAlpha en 2026-04-08T23:13:14.811Z Meta Launches Muse Spark AI, Shares Jump Over 6%; New Model Focuses on Reasoning and Mass Distribution https://dailyalpha.us/news/openai-signals-retail-investor-access-in-potential-ipo-citing-compute-needs-and-broad-benefit-69d6e0fec55c4e12cc60a4ca DailyAlpha en 2026-04-08T23:13:02.678Z OpenAI Signals Retail Investor Access in Potential IPO, Citing Compute Needs and Broad Benefit https://dailyalpha.us/news/hong-ra-hee-launches-dollar31b-samsung-electronics-block-deal-to-fund-final-inheritance-tax-payment-69d6e0afc55c4e12cc60a4c9 DailyAlpha en 2026-04-08T23:11:43.738Z Hong Ra-hee Launches ~$3.1B Samsung Electronics Block Deal to Fund Final Inheritance Tax Payment https://dailyalpha.us/news/trump-administration-weighs-punishing-nato-allies-over-iran-war-stance-amid-ceasefire-69d6b6c5c55c4e12cc60a1ce DailyAlpha en 2026-04-08T20:06:00.000Z Trump Administration Weighs Punishing NATO Allies Over Iran War Stance Amid Ceasefire https://dailyalpha.us/news/iran-claims-ceasefire-violations-signaling-truce-fragility-and-escalation-risk-69d69ddfc55c4e12cc60a04f DailyAlpha en 2026-04-08T18:20:00.000Z Iran Claims Ceasefire Violations, Signaling Truce Fragility and Escalation Risk https://dailyalpha.us/news/fed-minutes-reveal-strong-consensus-to-hold-rates-citing-oil-shock-and-inflation-risks-69d6a0e8c55c4e12cc60a050 DailyAlpha en 2026-04-08T18:00:00.000Z Fed Minutes Reveal Strong Consensus to Hold Rates, Citing Oil Shock and Inflation Risks https://dailyalpha.us/news/trump-puts-nato-withdrawal-on-the-table-in-meeting-with-secretary-general-rutte-69d6978ec55c4e12cc609f8f DailyAlpha en 2026-04-08T17:53:00.000Z Trump Puts NATO Withdrawal 'On the Table' in Meeting with Secretary General Rutte https://dailyalpha.us/news/us-proposes-hormuz-revenue-for-nuclear-rollback-deal-iran-signals-uranium-turnover-oil-prices-fall-69d69579c55c4e12cc609f8d DailyAlpha en 2026-04-08T17:43:00.000Z US Proposes 'Hormuz Revenue' for Nuclear Rollback Deal; Iran Signals Uranium Turnover, Oil Prices Fall https://dailyalpha.us/news/feds-daly-affirms-strong-economy-urges-patience-amid-oil-uncertainty-69d69383c55c4e12cc609f8a DailyAlpha en 2026-04-08T17:30:00.000Z Fed's Daly Affirms Strong Economy, Urges Patience Amid Oil Uncertainty https://dailyalpha.us/news/us-10-year-auction-sees-mixed-demand-clears-at-higher-4282percent-yield-69d69a05c55c4e12cc60a04d DailyAlpha en 2026-04-08T17:02:00.000Z US 10-Year Auction Sees Mixed Demand, Clears at Higher 4.282% Yield https://dailyalpha.us/news/israel-eases-wartime-rules-as-us-iran-ceasefire-holds-north-remains-on-high-alert-69d68b57c55c4e12cc609ec3 DailyAlpha en 2026-04-08T17:02:00.000Z Israel Eases Wartime Rules as U.S.-Iran Ceasefire Holds; North Remains on High Alert https://dailyalpha.us/news/us-iran-ceasefire-hits-snag-white-house-questions-tehrans-public-10-point-plan-69d66fbdc55c4e12cc609d3d DailyAlpha en 2026-04-08T15:03:00.000Z US-Iran Ceasefire Hits Snag; White House Questions Tehran's Public 10-Point Plan https://dailyalpha.us/news/trendforce-cuts-nvidias-2026-gpu-forecast-mix-shifts-to-blackwell-as-rubin-faces-delays-69d66c10c55c4e12cc609c7e DailyAlpha en 2026-04-08T14:54:08.556Z TrendForce Cuts NVIDIA's 2026 GPU Forecast; Mix Shifts to Blackwell as Rubin Faces Delays https://dailyalpha.us/news/rio-tinto-century-aluminum-hike-us-aluminum-premiums-by-12percent-amid-tight-supply-and-tariff-hikes-69d66581c55c4e12cc609c71 DailyAlpha en 2026-04-08T14:26:09.410Z Rio Tinto, Century Aluminum Hike US Aluminum Premiums by 12% Amid Tight Supply and Tariff Hikes https://dailyalpha.us/news/iran-links-ceasefire-to-lebanon-threatens-withdrawal-amid-israeli-strikes-69d667178580408e17ce31ab DailyAlpha en 2026-04-08T14:20:00.000Z Iran Links Ceasefire to Lebanon, Threatens Withdrawal Amid Israeli Strikes https://dailyalpha.us/news/trump-clarifies-us-iran-ceasefire-excludes-lebanon-israeli-strikes-continue-as-separate-skirmish-69d6630bc55c4e12cc609bb6 DailyAlpha en 2026-04-08T14:00:00.000Z Trump Clarifies US-Iran Ceasefire Excludes Lebanon; Israeli Strikes Continue as 'Separate Skirmish' https://dailyalpha.us/news/tsmc-accelerates-panel-level-packaging-to-counter-intels-next-gen-emib-t-in-ai-race-69d65f1dc55c4e12cc609bb4 DailyAlpha en 2026-04-08T13:58:53.257Z TSMC Accelerates Panel-Level Packaging to Counter Intel's Next-Gen EMIB-T in AI Race https://dailyalpha.us/news/unity-and-meta-reaffirm-partnership-aiming-to-secure-next-gen-vr-content-pipeline-69d65d438580408e17ce31a8 DailyAlpha en 2026-04-08T13:52:17.311Z Unity and Meta Reaffirm Partnership, Aiming to Secure Next-Gen VR Content Pipeline https://dailyalpha.us/news/publicis-deploys-microsoft-365-copilot-for-114000-employees-signaling-major-enterprise-ai-adoption-69d65d75c55c4e12cc609bb3 DailyAlpha en 2026-04-08T13:51:49.957Z Publicis Deploys Microsoft 365 Copilot for 114,000 Employees, Signaling Major Enterprise AI Adoption https://dailyalpha.us/news/alibaba-appoints-chief-ai-architect-centralizing-ai-strategy-to-boost-cloud-growth-69d65cfbc55c4e12cc609bb1 DailyAlpha en 2026-04-08T13:49:47.913Z Alibaba Appoints Chief AI Architect, Centralizing AI Strategy to Boost Cloud Growth https://dailyalpha.us/news/iran-demands-non-usd-tolls-for-hormuz-transit-amid-ceasefire-seeks-yuan-and-crypto-payments-69d650ffc55c4e12cc609af0 DailyAlpha en 2026-04-08T12:58:39.969Z Iran Demands Non-USD Tolls for Hormuz Transit Amid Ceasefire, Seeks Yuan and Crypto Payments https://dailyalpha.us/news/china-urges-domestic-chipmakers-to-boost-memory-supply-amid-ai-driven-shortage-69d64ff5c55c4e12cc609aef DailyAlpha en 2026-04-08T12:54:13.147Z China Urges Domestic Chipmakers to Boost Memory Supply Amid AI-Driven Shortage https://dailyalpha.us/news/iran-vows-to-back-proxies-despite-us-ceasefire-israel-continues-lebanon-strikes-69d64f88c55c4e12cc609aee DailyAlpha en 2026-04-08T12:46:00.000Z Iran Vows to Back Proxies Despite US Ceasefire; Israel Continues Lebanon Strikes https://dailyalpha.us/news/us-pledges-military-presence-to-enforce-fragile-iran-ceasefire-amid-soaring-oil-prices-69d64b50c55c4e12cc609aec DailyAlpha en 2026-04-08T12:27:00.000Z US Pledges Military Presence to Enforce Fragile Iran Ceasefire Amid Soaring Oil Prices https://dailyalpha.us/news/qatar-begins-work-to-resume-lng-production-after-attacks-halt-global-supply-69d64733c55c4e12cc609a2d DailyAlpha en 2026-04-08T12:11:00.000Z Qatar Begins Work to Resume LNG Production After Attacks Halt Global Supply https://dailyalpha.us/news/us-iran-ceasefire-news-sparks-market-moves-oil-plummets-gold-surges-and-bond-yields-fall-69d63c8ac55c4e12cc609a20 DailyAlpha en 2026-04-08T11:31:22.625Z US-Iran Ceasefire News Sparks Market Moves; Oil Plummets, Gold Surges, and Bond Yields Fall https://dailyalpha.us/news/us-imposes-50percent-tariff-on-countries-arming-iran-shifting-pressure-from-military-to-trade-69d63dc5c55c4e12cc609a22 DailyAlpha en 2026-04-08T11:30:00.000Z US Imposes 50% Tariff on Countries Arming Iran, Shifting Pressure from Military to Trade https://dailyalpha.us/news/trump-floats-us-iran-joint-venture-for-hormuz-tolls-amid-ceasefire-69d63d75c55c4e12cc609a21 DailyAlpha en 2026-04-08T11:27:00.000Z Trump Floats US-Iran Joint Venture for Hormuz Tolls Amid Ceasefire https://dailyalpha.us/news/mature-node-foundries-hike-prices-amid-weak-demand-signaling-renewed-pricing-power-69d63734c55c4e12cc609963 DailyAlpha en 2026-04-08T11:08:36.211Z Mature-Node Foundries Hike Prices Amid Weak Demand, Signaling Renewed Pricing Power https://dailyalpha.us/news/ubs-sk-hynix-to-lead-nvidias-rubin-hbm4-supply-on-redesign-eyes-major-price-hike-in-2027-69d63603c55c4e12cc609962 DailyAlpha en 2026-04-08T11:03:31.739Z UBS: SK hynix to Lead NVIDIA's Rubin HBM4 Supply on Redesign, Eyes Major Price Hike in 2027 https://dailyalpha.us/news/kioxia-confirms-nand-sellers-market-negotiates-multi-year-supply-deals-with-hyperscalers-through-2029-69d63515c55c4e12cc609961 DailyAlpha en 2026-04-08T10:59:33.510Z Kioxia Confirms NAND Seller's Market, Negotiates Multi-Year Supply Deals with Hyperscalers Through 2029 https://dailyalpha.us/news/us-doe-boosts-commercial-fusion-with-dollar135m-arpa-e-fund-shifting-focus-from-basic-science-69d62eb7c55c4e12cc609960 DailyAlpha en 2026-04-08T10:32:23.636Z US DOE Boosts Commercial Fusion with $135M ARPA-E Fund, Shifting Focus from Basic Science https://dailyalpha.us/news/japanese-refiners-pivot-to-us-oil-via-panama-canal-amid-hormuz-tensions-69d62e39c55c4e12cc60995f DailyAlpha en 2026-04-08T10:30:17.234Z Japanese Refiners Pivot to U.S. Oil via Panama Canal Amid Hormuz Tensions https://dailyalpha.us/news/alibaba-and-china-telecom-launch-10000-chip-ai-data-center-in-southern-china-reducing-reliance-on-us-gpus-69d62defc55c4e12cc60995e DailyAlpha en 2026-04-08T10:29:03.820Z Alibaba and China Telecom Launch 10,000-Chip AI Data Center in Southern China, Reducing Reliance on US GPUs https://dailyalpha.us/news/jpmorgan-turns-tactically-bullish-on-us-iran-ceasefire-sandp-500-eyes-7000-as-oil-plunges-69d62ddbc55c4e12cc60995d DailyAlpha en 2026-04-08T10:28:43.363Z JPMorgan Turns Tactically Bullish on U.S.-Iran Ceasefire; S&P 500 Eyes 7,000 as Oil Plunges https://dailyalpha.us/news/alibaba-centralizes-ai-efforts-elevates-qwen-lab-to-business-unit-to-drive-monetization-69d62d7bc55c4e12cc60995c DailyAlpha en 2026-04-08T10:27:07.166Z Alibaba Centralizes AI Efforts, Elevates Qwen Lab to Business Unit to Drive Monetization https://dailyalpha.us/news/iran-threatens-tel-aviv-over-lebanon-strikes-testing-fragile-us-iran-ceasefire-69d62007c55c4e12cc6095b8 DailyAlpha en 2026-04-08T09:24:00.000Z Iran Threatens Tel Aviv Over Lebanon Strikes, Testing Fragile US-Iran Ceasefire https://dailyalpha.us/news/ponyai-partners-with-uber-to-launch-europes-first-commercial-robotaxi-service-in-croatia-69d61e1ec55c4e12cc6095b6 DailyAlpha en 2026-04-08T09:21:34.702Z Pony.ai Partners with Uber to Launch Europe's First Commercial Robotaxi Service in Croatia https://dailyalpha.us/news/anthropic-unveils-project-glasswing-to-counter-ai-driven-threats-boosting-cybersecurity-stocks-69d610a7c55c4e12cc6094fa DailyAlpha en 2026-04-08T08:24:07.335Z Anthropic Unveils Project Glasswing to Counter AI-Driven Threats, Boosting Cybersecurity Stocks https://dailyalpha.us/news/chinas-cxmt-targets-12-hi-hbm-mass-production-by-2027-accelerating-tech-chase-amid-us-curbs-69d60ff4c55c4e12cc6094f9 DailyAlpha en 2026-04-08T08:21:08.811Z China's CXMT Targets 12-Hi HBM Mass Production by 2027, Accelerating Tech Chase Amid US Curbs https://dailyalpha.us/news/dell-ceo-predicts-625-fold-jump-in-ai-memory-demand-shifting-focus-from-gpu-shortage-to-memory-bottleneck-69d60673c55c4e12cc609443 DailyAlpha en 2026-04-08T07:40:35.093Z Dell CEO Predicts 625-Fold Jump in AI Memory Demand, Shifting Focus from GPU Shortage to Memory Bottleneck https://dailyalpha.us/news/spacex-explores-us-telecom-manda-signaling-vertical-integration-ahead-of-key-spectrum-auction-69d60030c55c4e12cc609441 DailyAlpha en 2026-04-08T07:13:52.366Z SpaceX Explores US Telecom M&A, Signaling Vertical Integration Ahead of Key Spectrum Auction https://dailyalpha.us/news/lig-defense-establishes-us-subsidiary-taps-former-navy-vice-admiral-to-spearhead-american-market-entry-69d5f92bc55c4e12cc60938b DailyAlpha en 2026-04-08T06:43:55.887Z LIG Defense Establishes U.S. Subsidiary, Taps Former Navy Vice Admiral to Spearhead American Market Entry https://dailyalpha.us/news/hanwha-corp-pledges-120percent-subscription-to-hanwha-solutions-won24t-rights-offering-stabilizing-market-69d5f807c55c4e12cc609389 DailyAlpha en 2026-04-08T06:39:03.184Z Hanwha Corp. Pledges 120% Subscription to Hanwha Solutions' ₩2.4T Rights Offering, Stabilizing Market https://dailyalpha.us/news/samsung-and-sk-hynix-secure-long-term-us-helium-deals-amid-qatar-supply-disruption-69d5f19bc55c4e12cc609388 DailyAlpha en 2026-04-08T06:11:39.133Z Samsung and SK hynix Secure Long-Term US Helium Deals Amid Qatar Supply Disruption https://dailyalpha.us/news/south-korea-transitions-drone-industry-alliance-to-private-led-system-accelerating-commercialization-69d5f18ac55c4e12cc609387 DailyAlpha en 2026-04-08T06:11:22.034Z South Korea Transitions Drone Industry Alliance to Private-Led System, Accelerating Commercialization https://dailyalpha.us/news/mizuho-lifts-lumentum-target-to-dollar930-cites-growing-confidence-in-ai-driven-cpo-and-ocs-ramp-up-69d5ef4dc55c4e12cc609385 DailyAlpha en 2026-04-08T06:01:49.847Z Mizuho Lifts Lumentum Target to $930, Cites Growing Confidence in AI-Driven CPO and OCS Ramp-Up https://dailyalpha.us/news/samsungs-nand-profit-surges-to-record-krw-10-trillion-in-q1-ai-demand-fuels-price-super-cycle-69d5dda2c55c4e12cc609245 DailyAlpha en 2026-04-08T04:46:26.884Z Samsung's NAND Profit Surges to Record KRW 10 Trillion in Q1; AI Demand Fuels Price Super-Cycle https://dailyalpha.us/news/gaas-substrate-prices-rise-as-gallium-surges-past-dollar2000kg-amid-china-controls-mideast-tensions-69d5dba0c55c4e12cc609244 DailyAlpha en 2026-04-08T04:37:52.183Z GaAs Substrate Prices Rise as Gallium Surges Past $2,000/kg Amid China Controls, Mideast Tensions https://dailyalpha.us/news/ai-chipmakers-prepay-for-substrates-locking-in-supply-as-bottlenecks-intensify-69d5db34c55c4e12cc609243 DailyAlpha en 2026-04-08T04:36:04.363Z AI Chipmakers Prepay for Substrates, Locking In Supply as Bottlenecks Intensify https://dailyalpha.us/news/rbi-holds-repo-rate-at-525percent-amid-oil-shock-and-rupee-volatility-69d5dc45a299907097c13df3 DailyAlpha en 2026-04-08T04:32:00.000Z RBI Holds Repo Rate at 5.25% Amid Oil Shock and Rupee Volatility https://dailyalpha.us/news/citadel-securities-flags-retail-investor-capitulation-as-short-term-rally-signal-amid-us-iran-truce-69d5d8d8c55c4e12cc609241 DailyAlpha en 2026-04-08T04:26:00.438Z Citadel Securities Flags Retail Investor Capitulation as Short-Term Rally Signal Amid US-Iran Truce https://dailyalpha.us/news/fords-aluminum-tariff-relief-plea-denied-us-strengthens-section-232-squeezing-f-150-costs-69d5d7c6c55c4e12cc609240 DailyAlpha en 2026-04-08T04:21:26.815Z Ford’s Aluminum Tariff Relief Plea Denied; US Strengthens Section 232, Squeezing F-150 Costs https://dailyalpha.us/news/goldman-sachs-urges-buying-tech-dip-as-iran-ceasefire-eases-rate-fears-69d5d5ddc55c4e12cc60923f DailyAlpha en 2026-04-08T04:13:17.078Z Goldman Sachs Urges Buying Tech Dip as Iran Ceasefire Eases Rate Fears https://dailyalpha.us/news/tiktok-invests-euro1-billion-in-second-finnish-data-center-amid-eu-regulatory-pressure-69d5d42cc55c4e12cc60923d DailyAlpha en 2026-04-08T04:06:04.032Z TikTok Invests €1 Billion in Second Finnish Data Center Amid EU Regulatory Pressure https://dailyalpha.us/news/kmt-chair-visits-mainland-china-in-peace-mission-ahead-of-trump-xi-summit-69d5cbd4c55c4e12cc6090fd DailyAlpha en 2026-04-08T03:30:28.584Z KMT Chair Visits Mainland China in 'Peace Mission' Ahead of Trump-Xi Summit https://dailyalpha.us/news/ftse-confirms-koreas-wgbi-inclusion-kicking-off-dollar44-65-billion-in-phased-inflows-69d5ca13c55c4e12cc6090fc DailyAlpha en 2026-04-08T03:22:59.894Z FTSE Confirms Korea's WGBI Inclusion, Kicking Off $44-65 Billion in Phased Inflows https://dailyalpha.us/news/samsung-hbm4-faces-final-amd-audit-aims-for-primary-supplier-role-in-next-gen-gpus-69d5bed4c55c4e12cc608f99 DailyAlpha en 2026-04-08T02:35:00.948Z Samsung HBM4 Faces Final AMD Audit, Aims for Primary Supplier Role in Next-Gen GPUs https://dailyalpha.us/news/samsung-electro-mechanics-secures-key-role-in-nvidias-rubin-ai-platform-wins-groq-3-lpu-substrate-deal-69d5bdeac55c4e12cc608f97 DailyAlpha en 2026-04-08T02:31:06.627Z Samsung Electro-Mechanics Secures Key Role in NVIDIA's Rubin AI Platform, Wins Groq 3 LPU Substrate Deal