https://dailyalpha.us/news/us-energy-storage-buyers-pivot-to-domestic-batteries-as-china-tariffs-and-ira-subsidies-reshape-market-6a05bdc833140549c49f98d3 DailyAlpha en 2026-05-14T12:19:21.003Z US Energy Storage Buyers Pivot to Domestic Batteries as China Tariffs and IRA Subsidies Reshape Market https://dailyalpha.us/news/fed-governor-miran-argues-inflation-will-cool-citing-housing-data-lags-despite-energy-shock-6a05bd0e33140549c49f98d0 DailyAlpha en 2026-05-14T12:07:00.000Z Fed Governor Miran Argues Inflation Will Cool, Citing Housing Data Lags Despite Energy Shock https://dailyalpha.us/news/kakao-mobility-targets-us-adr-listing-this-year-driven-by-investor-exit-and-regulatory-shifts-6a05b9e133140549c49f954d DailyAlpha en 2026-05-14T12:02:41.134Z Kakao Mobility Targets U.S. ADR Listing This Year, Driven by Investor Exit and Regulatory Shifts https://dailyalpha.us/news/older-investors-outperform-youth-in-koreas-semi-led-rally-as-blue-chip-focus-pays-off-6a05b87b33140549c49f954a DailyAlpha en 2026-05-14T11:56:43.968Z Older Investors Outperform Youth in Korea's Semi-Led Rally as Blue-Chip Focus Pays Off https://dailyalpha.us/news/brazil-election-heats-up-bolsonaro-faces-corruption-allegations-as-lula-caps-fuel-prices-amid-war-inflation-6a05b68933140549c49f9549 DailyAlpha en 2026-05-14T11:48:25.641Z Brazil Election Heats Up: Bolsonaro Faces Corruption Allegations as Lula Caps Fuel Prices Amid War Inflation https://dailyalpha.us/news/mediatek-taps-both-tsmc-and-intel-for-advanced-packaging-shaking-up-ai-chip-supply-chain-6a05b65633140549c49f9548 DailyAlpha en 2026-05-14T11:47:34.552Z MediaTek Taps Both TSMC and Intel for Advanced Packaging, Shaking Up AI Chip Supply Chain https://dailyalpha.us/news/us-treasury-signals-patience-on-inflation-as-new-fed-chair-warsh-takes-helm-amid-energy-shock-6a05b64f33140549c49f9547 DailyAlpha en 2026-05-14T11:47:27.983Z US Treasury Signals Patience on Inflation as New Fed Chair Warsh Takes Helm Amid Energy Shock https://dailyalpha.us/news/alberta-appeals-court-ruling-that-blocked-separation-petition-over-indigenous-consultation-failure-6a05b61133140549c49f9546 DailyAlpha en 2026-05-14T11:46:25.904Z Alberta Appeals Court Ruling That Blocked Separation Petition Over Indigenous Consultation Failure https://dailyalpha.us/news/chinas-credit-growth-collapses-in-april-as-new-loans-turn-negative-amid-rising-inflation-6a05b5ea33140549c49f9545 DailyAlpha en 2026-05-14T11:45:46.798Z China's Credit Growth Collapses in April as New Loans Turn Negative Amid Rising Inflation https://dailyalpha.us/news/us-treasury-outlines-board-of-investment-to-channel-chinese-capital-into-non-sensitive-sectors-dismisses-dollar1t-rumors-6a05b50933140549c49f9544 DailyAlpha en 2026-05-14T11:42:01.486Z US Treasury Outlines 'Board of Investment' to Channel Chinese Capital into Non-Sensitive Sectors, Dismisses $1T Rumors https://dailyalpha.us/news/us-treasury-secretary-expects-large-boeing-order-from-china-boosting-shares-6a05b4e233140549c49f9543 DailyAlpha en 2026-05-14T11:41:22.349Z US Treasury Secretary Expects Large Boeing Order from China, Boosting Shares https://dailyalpha.us/news/accenture-and-openai-partner-to-accelerate-federal-ready-ai-adoption-in-us-agencies-6a05b44c33140549c49f9542 DailyAlpha en 2026-05-14T11:38:52.811Z Accenture and OpenAI Partner to Accelerate 'Federal-Ready' AI Adoption in U.S. Agencies https://dailyalpha.us/news/us-signals-dollar30-billion-tariff-cut-on-chinese-goods-to-ease-inflation-market-anxiety-6a05a3fc9ea2a4d203f4e047 DailyAlpha en 2026-05-14T10:22:00.000Z US Signals $30 Billion Tariff Cut on Chinese Goods to Ease Inflation, Market Anxiety https://dailyalpha.us/news/opec-continues-symbolic-oil-hikes-amid-uae-exit-and-hormuz-shipping-freeze-6a05a2f79ea2a4d203f4e042 DailyAlpha en 2026-05-14T10:12:00.000Z OPEC+ Continues Symbolic Oil Hikes Amid UAE Exit and Hormuz Shipping Freeze https://dailyalpha.us/news/pakistan-reassures-us-iran-peace-process-intact-amid-renewed-hormuz-clashes-6a059cc09ea2a4d203f4da77 DailyAlpha en 2026-05-14T09:47:00.000Z Pakistan Reassures U.S.-Iran Peace Process 'Intact' Amid Renewed Hormuz Clashes https://dailyalpha.us/news/hanwha-pursues-kai-stake-sparking-privatization-debate-as-government-decision-looms-6a057b0a9ea2a4d203f4ccf5 DailyAlpha en 2026-05-14T07:34:34.059Z Hanwha Pursues KAI Stake, Sparking Privatization Debate as Government Decision Looms https://dailyalpha.us/news/seoul-apartment-prices-surge-gangnam-rebounds-as-tax-supply-and-credit-pressures-converge-6a057ae29ea2a4d203f4ccf3 DailyAlpha en 2026-05-14T07:33:54.499Z Seoul Apartment Prices Surge; Gangnam Rebounds as Tax, Supply, and Credit Pressures Converge https://dailyalpha.us/news/sumitomo-bakelite-hikes-chip-material-prices-10-20percent-amid-soaring-costs-and-strong-ai-demand-6a0573619ea2a4d203f4c9bf DailyAlpha en 2026-05-14T07:01:53.713Z Sumitomo Bakelite Hikes Chip Material Prices 10-20% Amid Soaring Costs and Strong AI Demand https://dailyalpha.us/news/south-korea-us-nuclear-talks-progressing-well-on-submarines-and-uranium-enrichment-6a056df69ea2a4d203f4c9be DailyAlpha en 2026-05-14T06:38:46.177Z South Korea-US Nuclear Talks 'Progressing Well' on Submarines and Uranium Enrichment https://dailyalpha.us/news/foxconn-q1-profit-beats-estimates-on-ai-server-boom-margin-holds-steady-amid-cost-headwinds-6a056a669ea2a4d203f4c9bc DailyAlpha en 2026-05-14T06:16:00.000Z Foxconn Q1 Profit Beats Estimates on AI Server Boom; Margin Holds Steady Amid Cost Headwinds https://dailyalpha.us/news/geopolitical-tensions-chinas-export-ban-drive-surge-in-korean-semiconductor-chemical-prices-6a0567b29ea2a4d203f4c9b4 DailyAlpha en 2026-05-14T06:12:02.270Z Geopolitical Tensions, China's Export Ban Drive Surge in Korean Semiconductor Chemical Prices https://dailyalpha.us/news/south-korea-launches-national-consortium-to-commercialize-perovskite-solar-cells-aiming-for-world-first-mass-production-6a0567ae9ea2a4d203f4c9b3 DailyAlpha en 2026-05-14T06:11:58.118Z South Korea Launches National Consortium to Commercialize Perovskite Solar Cells, Aiming for World-First Mass Production https://dailyalpha.us/news/tencent-accelerates-chinese-ai-chip-adoption-for-2h26-fueled-by-ad-and-cloud-growth-6a05676b9ea2a4d203f4c9b2 DailyAlpha en 2026-05-14T06:10:51.696Z Tencent Accelerates Chinese AI Chip Adoption for 2H26, Fueled by Ad and Cloud Growth https://dailyalpha.us/news/sumitomo-chemical-boosts-profit-forecast-by-15percent-and-hikes-dividend-citing-ai-chip-and-agrochemical-demand-6a0567089ea2a4d203f4c6f9 DailyAlpha en 2026-05-14T06:09:12.903Z Sumitomo Chemical Boosts Profit Forecast by 15% and Hikes Dividend, Citing AI Chip and Agrochemical Demand https://dailyalpha.us/news/ls-eco-energy-secures-power-cable-deal-for-viettels-60-mw-ai-data-center-in-vietnam-tapping-into-regional-infrastructure-boom-6a0567059ea2a4d203f4c6f8 DailyAlpha en 2026-05-14T06:09:09.454Z LS Eco Energy Secures Power Cable Deal for Viettel's 60 MW AI Data Center in Vietnam, Tapping into Regional Infrastructure Boom https://dailyalpha.us/news/japan-plans-supplementary-budget-to-tackle-summer-energy-price-shock-6a0566959ea2a4d203f4c6f7 DailyAlpha en 2026-05-14T06:07:17.818Z Japan Plans Supplementary Budget to Tackle Summer Energy Price Shock https://dailyalpha.us/news/us-approves-nvidia-h200-export-licenses-for-about-10-chinese-firms-paving-way-for-shipments-6a0562f79ea2a4d203f4c6dc DailyAlpha en 2026-05-14T05:45:00.000Z US Approves Nvidia H200 Export Licenses for About 10 Chinese Firms, Paving Way for Shipments https://dailyalpha.us/news/bank-of-england-signals-softer-stablecoin-rules-after-industry-pushback-6a0558029ea2a4d203f495b1 DailyAlpha en 2026-05-14T05:05:06.776Z Bank of England Signals Softer Stablecoin Rules After Industry Pushback https://dailyalpha.us/news/xi-pledges-chinas-door-will-open-wider-to-us-ceos-amid-tariff-review-6a0556239ea2a4d203f49572 DailyAlpha en 2026-05-14T04:50:00.000Z Xi Pledges China's Door Will 'Open Wider' to US CEOs Amid Tariff Review https://dailyalpha.us/news/china-to-double-tiangong-space-station-size-vying-for-leo-dominance-as-iss-nears-retirement-6a05534b9ea2a4d203f4956f DailyAlpha en 2026-05-14T04:44:59.556Z China to Double Tiangong Space Station Size, Vying for LEO Dominance as ISS Nears Retirement https://dailyalpha.us/news/bojs-masu-calls-for-early-rate-hike-to-curb-inflation-from-weak-yen-and-energy-shock-6a054ca09ea2a4d203f494d0 DailyAlpha en 2026-05-14T04:07:00.000Z BOJ's Masu Calls for Early Rate Hike to Curb Inflation from Weak Yen and Energy Shock https://dailyalpha.us/news/xi-draws-red-line-on-taiwan-at-trump-summit-warns-mishandling-risks-clash-6a0549809ea2a4d203f4921a DailyAlpha en 2026-05-14T03:56:00.000Z Xi Draws Red Line on Taiwan at Trump Summit, Warns Mishandling Risks Clash https://dailyalpha.us/news/china-re-opens-market-to-us-beef-renews-licenses-for-over-400-plants-amid-summit-6a05473c9ea2a4d203f491a9 DailyAlpha en 2026-05-14T03:47:00.000Z China Re-Opens Market to U.S. Beef, Renews Licenses for Over 400 Plants Amid Summit https://dailyalpha.us/news/japans-30-year-bond-yield-jumps-in-auction-demand-improves-but-investors-seek-higher-premium-6a05453d9ea2a4d203f491a7 DailyAlpha en 2026-05-14T03:35:00.000Z Japan's 30-Year Bond Yield Jumps in Auction; Demand Improves but Investors Seek Higher Premium https://dailyalpha.us/news/middle-east-tensions-boost-aramid-demand-signaling-rebound-for-super-fiber-market-6a05405f9ea2a4d203f491a5 DailyAlpha en 2026-05-14T03:24:15.075Z Middle East Tensions Boost Aramid Demand, Signaling Rebound for 'Super Fiber' Market https://dailyalpha.us/news/south-korea-accelerates-push-to-close-advanced-packaging-gap-with-taiwan-and-china-amid-ai-boom-6a0540599ea2a4d203f491a4 DailyAlpha en 2026-05-14T03:24:09.693Z South Korea Accelerates Push to Close Advanced Packaging Gap with Taiwan and China Amid AI Boom https://dailyalpha.us/news/yageo-stock-hits-limit-up-as-ai-demand-squeezes-mlcc-supply-extends-lead-times-6a0540479ea2a4d203f491a3 DailyAlpha en 2026-05-14T03:23:51.895Z Yageo Stock Hits Limit Up as AI Demand Squeezes MLCC Supply, Extends Lead Times https://dailyalpha.us/news/japan-expands-subsidies-to-legacy-chips-aiming-to-secure-automotive-supply-chains-6a053fe19ea2a4d203f491a2 DailyAlpha en 2026-05-14T03:22:09.322Z Japan Expands Subsidies to Legacy Chips, Aiming to Secure Automotive Supply Chains https://dailyalpha.us/news/trump-praises-fantastic-xi-relationship-signaling-de-escalation-at-beijing-summit-6a0535d59ea2a4d203f48ec4 DailyAlpha en 2026-05-14T02:30:00.000Z Trump Praises 'Fantastic' Xi Relationship, Signaling De-escalation at Beijing Summit https://dailyalpha.us/news/chinas-ymtc-reportedly-preps-june-ipo-filing-diversifying-into-dram-amid-historic-supercycle-6a05317e9ea2a4d203f48ec1 DailyAlpha en 2026-05-14T02:20:46.089Z China's YMTC Reportedly Preps June IPO Filing, Diversifying into DRAM Amid Historic Supercycle https://dailyalpha.us/news/senate-confirms-kevin-warsh-as-new-fed-chair-amid-re-accelerating-inflation-6a051a8f9ea2a4d203f48a6b DailyAlpha en 2026-05-14T02:13:14.558Z Senate Confirms Kevin Warsh as New Fed Chair Amid Re-accelerating Inflation https://dailyalpha.us/news/cisco-beats-earnings-sharply-raises-ai-order-target-to-dollar9b-amid-hyperscaler-capex-boom-6a052a479ea2a4d203f48bf8 DailyAlpha en 2026-05-14T01:49:59.544Z Cisco Beats Earnings, Sharply Raises AI Order Target to $9B Amid Hyperscaler Capex Boom https://dailyalpha.us/news/culper-research-shorts-nvidia-alleging-hidden-china-revenue-stock-shrugs-off-report-6a052a3d9ea2a4d203f48bf7 DailyAlpha en 2026-05-14T01:49:49.414Z Culper Research Shorts Nvidia, Alleging Hidden China Revenue; Stock Shrugs Off Report https://dailyalpha.us/news/nvidia-ceo-joins-trump-in-beijing-stock-rises-on-symbolic-visit-as-sales-hurdles-remain-6a052a209ea2a4d203f48bf6 DailyAlpha en 2026-05-14T01:49:20.304Z Nvidia CEO Joins Trump in Beijing; Stock Rises on Symbolic Visit as Sales Hurdles Remain https://dailyalpha.us/news/us-reaffirms-economic-ties-with-south-korea-ahead-of-china-summit-citing-ai-driven-boom-6a05299a9ea2a4d203f48bf4 DailyAlpha en 2026-05-14T01:47:06.343Z US Reaffirms Economic Ties with South Korea Ahead of China Summit, Citing AI-Driven Boom https://dailyalpha.us/news/apple-explores-opening-app-store-to-ai-agents-amid-competitive-and-regulatory-pressure-6a051bf29ea2a4d203f48a6d DailyAlpha en 2026-05-14T00:48:50.584Z Apple Explores Opening App Store to AI Agents Amid Competitive and Regulatory Pressure https://dailyalpha.us/news/cuba-runs-out-of-fuel-faces-deepening-blackouts-amid-intensified-us-sanctions-6a051adc9ea2a4d203f48a6c DailyAlpha en 2026-05-14T00:39:00.000Z Cuba Runs Out of Fuel, Faces Deepening Blackouts Amid Intensified U.S. Sanctions https://dailyalpha.us/news/microsoft-pivots-beyond-openai-courting-ai-startups-amid-antitrust-scrutiny-and-shifting-partnership-terms-6a0519369ea2a4d203f48a69 DailyAlpha en 2026-05-14T00:37:10.578Z Microsoft Pivots Beyond OpenAI, Courting AI Startups Amid Antitrust Scrutiny and Shifting Partnership Terms https://dailyalpha.us/news/chinese-ai-stocks-in-hong-kong-face-july-test-as-lock-up-expiration-looms-threatening-high-valuations-6a0518da9ea2a4d203f48a68 DailyAlpha en 2026-05-14T00:35:38.863Z Chinese AI Stocks in Hong Kong Face July Test as Lock-up Expiration Looms, Threatening High Valuations https://dailyalpha.us/news/figure-livestreams-8-hour-humanoid-shift-proving-uptime-in-physical-ai-race-6a0518149ea2a4d203f48a67 DailyAlpha en 2026-05-14T00:32:20.619Z Figure Livestreams 8-Hour Humanoid Shift, Proving Uptime in Physical AI Race https://dailyalpha.us/news/irans-irgc-moves-to-formalize-permission-based-regime-in-strait-of-hormuz-expands-operational-zone-6a0517c69ea2a4d203f48a66 DailyAlpha en 2026-05-14T00:31:02.572Z Iran's IRGC Moves to Formalize 'Permission-Based' Regime in Strait of Hormuz, Expands Operational Zone https://dailyalpha.us/news/microsoft-restructures-openai-deal-accelerating-dollar38b-revenue-share-and-boosting-ai-margins-6a0516c79ea2a4d203f48a64 DailyAlpha en 2026-05-14T00:26:47.397Z Microsoft Restructures OpenAI Deal, Accelerating $38B Revenue Share and Boosting AI Margins https://dailyalpha.us/news/samsung-strike-threat-sparks-20percent-weekly-jump-in-dram-spot-prices-6a0516709ea2a4d203f48a63 DailyAlpha en 2026-05-14T00:25:20.539Z Samsung Strike Threat Sparks 20% Weekly Jump in DRAM Spot Prices https://dailyalpha.us/news/russia-escalates-kyiv-attacks-exploiting-air-defense-gaps-with-drone-swarms-and-missiles-6a0516fc9ea2a4d203f48a65 DailyAlpha en 2026-05-14T00:21:00.000Z Russia Escalates Kyiv Attacks, Exploiting Air Defense Gaps with Drone Swarms and Missiles https://dailyalpha.us/news/us-urges-china-to-play-active-role-in-curbing-irans-aggression-in-strait-of-hormuz-6a05123e9ea2a4d203f4878d DailyAlpha en 2026-05-14T00:18:51.049Z US Urges China to Play 'Active Role' in Curbing Iran's Aggression in Strait of Hormuz https://dailyalpha.us/news/south-korea-launches-public-private-av-team-targets-city-scale-level-4-by-2027-6a05121b9ea2a4d203f4878c DailyAlpha en 2026-05-14T00:06:51.895Z South Korea Launches Public-Private AV Team; Targets City-Scale Level 4 by 2027 https://dailyalpha.us/news/openai-proposes-global-ai-governance-body-inviting-us-china-cooperation-under-iaea-style-model-6a0510d39ea2a4d203f4878b DailyAlpha en 2026-05-14T00:01:23.706Z OpenAI Proposes Global AI Governance Body, Inviting US-China Cooperation Under IAEA-Style Model https://dailyalpha.us/news/citi-sets-ntdollar2875-target-for-tsmc-citing-stable-competitive-moat-6a050fba9ea2a4d203f4878a DailyAlpha en 2026-05-13T23:56:42.420Z Citi Sets NT$2,875 Target for TSMC, Citing Stable Competitive Moat https://dailyalpha.us/news/bank-of-america-hikes-micron-price-target-to-dollar950-citing-unprecedented-ai-driven-memory-demand-6a050fba9ea2a4d203f48789 DailyAlpha en 2026-05-13T23:56:42.397Z Bank of America Hikes Micron Price Target to $950, Citing Unprecedented AI-Driven Memory Demand https://dailyalpha.us/news/bank-of-america-raises-ai-data-center-tam-to-dollar17-trillion-citing-hyperscaler-capex-and-new-architectures-6a050fa59ea2a4d203f48788 DailyAlpha en 2026-05-13T23:56:21.572Z Bank of America Raises AI Data Center TAM to $1.7 Trillion, Citing Hyperscaler Capex and New Architectures https://dailyalpha.us/news/us-intel-finds-china-maximized-leverage-during-iran-war-shaping-trump-xi-summit-6a0500529ea2a4d203f4816c DailyAlpha en 2026-05-13T22:43:00.000Z US Intel Finds China Maximized Leverage During Iran War, Shaping Trump-Xi Summit https://dailyalpha.us/news/feds-collins-warns-rate-hikes-may-be-needed-as-inflation-tariff-risks-broaden-6a04ebfd011290e92149bb84 DailyAlpha en 2026-05-13T20:49:00.000Z Fed's Collins Warns Rate Hikes May Be Needed as Inflation, Tariff Risks Broaden https://dailyalpha.us/news/us-vp-vance-signals-progress-in-iran-talks-easing-oil-market-tensions-6a04ca27011290e92149b56d DailyAlpha en 2026-05-13T18:53:00.000Z US VP Vance Signals "Progress" in Iran Talks, Easing Oil Market Tensions https://dailyalpha.us/news/feds-kashkari-warns-inflation-is-too-high-signaling-rate-cuts-remain-distant-amid-energy-shock-6a04bd30011290e92149b253 DailyAlpha en 2026-05-13T17:27:00.000Z Fed's Kashkari Warns 'Inflation Is Too High,' Signaling Rate Cuts Remain Distant Amid Energy Shock https://dailyalpha.us/news/paypal-partners-with-anthropic-embedding-payments-into-claude-ai-for-small-businesses-6a04b3c9011290e92149af6f DailyAlpha en 2026-05-13T17:24:25.466Z PayPal Partners with Anthropic, Embedding Payments into Claude AI for Small Businesses https://dailyalpha.us/news/house-committee-advances-bill-to-end-feds-dual-mandate-focusing-solely-on-price-stability-6a04a796011290e92149ac60 DailyAlpha en 2026-05-13T16:32:22.786Z House Committee Advances Bill to End Fed's Dual Mandate, Focusing Solely on Price Stability https://dailyalpha.us/news/palo-alto-networks-warns-ai-arms-race-tilts-to-attackers-compressing-defense-window-to-months-6a04a2e5011290e92149ac5f DailyAlpha en 2026-05-13T16:12:21.899Z Palo Alto Networks Warns AI Arms Race Tilts to Attackers, Compressing Defense Window to Months https://dailyalpha.us/news/feds-collins-signals-restrictive-policy-to-continue-keeps-door-open-for-late-2026-rate-cuts-6a049ae1011290e92149a946 DailyAlpha en 2026-05-13T15:30:00.000Z Fed's Collins Signals Restrictive Policy to Continue, Keeps Door Open for Late-2026 Rate Cuts https://dailyalpha.us/news/amazon-launches-alexa-for-shopping-ai-assistant-debuts-new-business-credit-cards-with-us-bank-6a049800011290e92149a944 DailyAlpha en 2026-05-13T15:25:52.771Z Amazon Launches 'Alexa for Shopping' AI Assistant, Debuts New Business Credit Cards with U.S. Bank https://dailyalpha.us/news/apple-and-intel-reportedly-strike-preliminary-deal-for-chip-manufacturing-boosting-intel-stock-6a0495f5011290e92149a943 DailyAlpha en 2026-05-13T15:17:09.636Z Apple and Intel Reportedly Strike Preliminary Deal for Chip Manufacturing, Boosting Intel Stock https://dailyalpha.us/news/rivian-spinout-mind-robotics-raises-dollar500m-pushing-dollar2b-valuation-for-industrial-ai-6a049455011290e92149a942 DailyAlpha en 2026-05-13T15:10:13.869Z Rivian Spinout Mind Robotics Raises $500M, Pushing $2B Valuation for Industrial AI https://dailyalpha.us/news/south-korea-proposes-currency-swap-with-us-to-backstop-dollar350b-investment-plan-amid-market-volatility-6a048d49011290e92149a62b DailyAlpha en 2026-05-13T14:40:09.383Z South Korea Proposes Currency Swap with U.S. to Backstop $350B Investment Plan Amid Market Volatility https://dailyalpha.us/news/ajinomoto-hikes-price-of-critical-ai-chip-material-by-30percent-pressuring-supply-chain-6a048cb6011290e92149a62a DailyAlpha en 2026-05-13T14:37:42.926Z Ajinomoto Hikes Price of Critical AI Chip Material by 30%, Pressuring Supply Chain https://dailyalpha.us/news/pentagon-pivots-to-affordable-mass-taps-castelion-for-hypersonic-missiles-and-sets-stage-for-10000-low-cost-munitions-6a0488a1011290e92149a626 DailyAlpha en 2026-05-13T14:20:17.190Z Pentagon Pivots to 'Affordable Mass,' Taps Castelion for Hypersonic Missiles and Sets Stage for 10,000+ Low-Cost Munitions https://dailyalpha.us/news/google-and-deutsche-telekom-reportedly-pivot-on-sovereign-cloud-partnership-google-seeks-new-german-partner-6a048830011290e92149a625 DailyAlpha en 2026-05-13T14:18:24.508Z Google and Deutsche Telekom Reportedly Pivot on Sovereign Cloud Partnership; Google Seeks New German Partner https://dailyalpha.us/news/qatar-airways-resumes-abu-dhabi-flights-signaling-gradual-recovery-for-middle-east-aviation-6a047f9f011290e92149a2e2 DailyAlpha en 2026-05-13T13:41:51.993Z Qatar Airways Resumes Abu Dhabi Flights, Signaling Gradual Recovery for Middle East Aviation https://dailyalpha.us/news/alibaba-ceo-unveils-ai-factory-strategy-as-server-capacity-hits-limit-6a047f26011290e92149a2e1 DailyAlpha en 2026-05-13T13:39:50.703Z Alibaba CEO Unveils 'AI Factory' Strategy as Server Capacity Hits Limit https://dailyalpha.us/news/south-korea-to-end-ev-tax-exemption-pivoting-to-targeted-subsidies-in-2027-6a047f07011290e92149a2e0 DailyAlpha en 2026-05-13T13:39:19.232Z South Korea to End EV Tax Exemption, Pivoting to Targeted Subsidies in 2027 https://dailyalpha.us/news/us-producer-prices-surge-in-april-driven-by-energy-and-services-bolstering-feds-hawkish-stance-6a047eaa011290e92149a2df DailyAlpha en 2026-05-13T13:37:46.052Z US Producer Prices Surge in April, Driven by Energy and Services, Bolstering Fed's Hawkish Stance https://dailyalpha.us/news/nebius-q1-revenue-soars-684percent-stock-jumps-on-earnings-beat-and-new-12-gw-ai-factory-6a047df4011290e92149a2de DailyAlpha en 2026-05-13T13:34:44.379Z Nebius Q1 Revenue Soars 684%; Stock Jumps on Earnings Beat and New 1.2 GW AI Factory https://dailyalpha.us/news/nasdaq-options-skew-hits-extreme-put-skew-drops-to-zero-call-skew-maxes-out-signaling-unhedged-upside-bets-6a047d9b011290e92149a2dd DailyAlpha en 2026-05-13T13:33:15.188Z Nasdaq Options Skew Hits Extreme; Put Skew Drops to Zero, Call Skew Maxes Out, Signaling Unhedged Upside Bets https://dailyalpha.us/news/alibaba-signals-ai-capex-to-exceed-cny-380b-plan-amid-global-compute-race-6a047750011290e92149a2dc DailyAlpha en 2026-05-13T13:06:24.432Z Alibaba Signals AI Capex to Exceed CNY 380B Plan Amid Global Compute Race https://dailyalpha.us/news/softbank-group-posts-record-yen5-trillion-profit-driven-by-openai-valuation-gains-and-weak-yen-6a046878011290e921499fb6 DailyAlpha en 2026-05-13T12:03:04.877Z SoftBank Group Posts Record ¥5 Trillion Profit, Driven by OpenAI Valuation Gains and Weak Yen https://dailyalpha.us/news/us-china-weigh-dollar30-billion-tariff-cuts-amid-legal-and-economic-pressures-6a046a03011290e921499ff0 DailyAlpha en 2026-05-13T12:02:00.000Z US, China Weigh $30 Billion Tariff Cuts Amid Legal and Economic Pressures https://dailyalpha.us/news/bofa-raises-nvidia-price-target-to-dollar320-citing-strong-ai-demand-and-upcoming-rubin-platform-6a0467e9011290e921499fb4 DailyAlpha en 2026-05-13T12:00:41.455Z BofA Raises Nvidia Price Target to $320, Citing Strong AI Demand and Upcoming Rubin Platform https://dailyalpha.us/news/uber-and-naver-reportedly-explore-joint-bid-for-baemin-as-sale-process-kicks-off-6a0467df011290e921499fb3 DailyAlpha en 2026-05-13T12:00:31.254Z Uber and Naver Reportedly Explore Joint Bid for Baemin as Sale Process Kicks Off https://dailyalpha.us/news/us-naval-blockade-on-iran-enters-second-month-fueling-speculation-kharg-island-storage-nears-capacity-6a0453a7011290e921499437 DailyAlpha en 2026-05-13T10:34:15.963Z US Naval Blockade on Iran Enters Second Month, Fueling Speculation Kharg Island Storage Nears Capacity https://dailyalpha.us/news/goldman-sachs-foresees-stronger-dollar-as-energy-shock-lifts-yields-5percent-10-year-treasury-now-a-credible-risk-6a04478d011290e9214993ac DailyAlpha en 2026-05-13T09:42:37.593Z Goldman Sachs Foresees Stronger Dollar as Energy Shock Lifts Yields; 5% 10-Year Treasury Now a Credible Risk https://dailyalpha.us/news/morgan-stanley-highlights-fords-energy-storage-pivot-citing-high-chance-of-major-deals-with-ai-data-centers-6a04477d011290e9214993ab DailyAlpha en 2026-05-13T09:42:21.442Z Morgan Stanley Highlights Ford's Energy Storage Pivot, Citing High Chance of Major Deals with AI Data Centers https://dailyalpha.us/news/former-boj-chief-kuroda-calls-26percent-jgb-yield-natural-sees-yen-strengthening-to-120-130-per-dollar-6a04460d011290e9214990d1 DailyAlpha en 2026-05-13T09:36:13.307Z Former BoJ Chief Kuroda Calls 2.6% JGB Yield 'Natural,' Sees Yen Strengthening to 120-130 per Dollar https://dailyalpha.us/news/alibaba-beats-q4-eps-on-cost-controls-revenue-misses-amid-macro-headwinds-6a044657011290e9214990d2 DailyAlpha en 2026-05-13T09:30:00.000Z Alibaba Beats Q4 EPS on Cost Controls; Revenue Misses Amid Macro Headwinds https://dailyalpha.us/news/south-korean-government-mandates-quantum-resistant-crypto-for-public-sector-amid-rising-ai-threats-6a04410d011290e9214990ce DailyAlpha en 2026-05-13T09:14:53.159Z South Korean Government Mandates Quantum-Resistant Crypto for Public Sector Amid Rising AI Threats https://dailyalpha.us/news/india-hikes-gold-and-silver-import-tariffs-to-15percent-to-defend-rupee-amid-oil-shock-6a0440a4011290e9214990cc DailyAlpha en 2026-05-13T09:13:08.596Z India Hikes Gold and Silver Import Tariffs to 15% to Defend Rupee Amid Oil Shock https://dailyalpha.us/news/white-house-signals-conditional-opening-for-chinese-fdi-excluding-autos-and-advanced-tech-6a044055011290e9214990cb DailyAlpha en 2026-05-13T09:03:00.000Z White House Signals Conditional Opening for Chinese FDI, Excluding Autos and Advanced Tech https://dailyalpha.us/news/trump-and-xi-hold-beijing-summit-with-top-us-ceos-focusing-on-tech-aviation-and-financial-access-6a0438c0011290e921498dd9 DailyAlpha en 2026-05-13T08:39:28.666Z Trump and Xi Hold Beijing Summit with Top US CEOs, Focusing on Tech, Aviation, and Financial Access https://dailyalpha.us/news/tencent-misses-q1-revenue-estimates-amid-weak-china-demand-tough-gaming-comps-6a04389f011290e921498dd8 DailyAlpha en 2026-05-13T08:32:00.000Z Tencent Misses Q1 Revenue Estimates Amid Weak China Demand, Tough Gaming Comps https://dailyalpha.us/news/wedbush-boosts-oracle-price-target-to-dollar275-citing-ai-infrastructure-strength-and-financial-stability-6a043336011290e921498b10 DailyAlpha en 2026-05-13T08:15:50.932Z Wedbush Boosts Oracle Price Target to $275, Citing AI Infrastructure Strength and Financial Stability https://dailyalpha.us/news/hormuz-ship-traffic-ticks-up-ahead-of-trump-xi-summit-signaling-tactical-de-escalation-6a0430c3011290e921498849 DailyAlpha en 2026-05-13T08:05:23.678Z Hormuz Ship Traffic Ticks Up Ahead of Trump-Xi Summit, Signaling Tactical De-escalation https://dailyalpha.us/news/iran-linked-lpg-tanker-crosses-us-blockade-line-testing-enforcement-credibility-6a042cb7011290e9214987e4 DailyAlpha en 2026-05-13T07:48:07.222Z Iran-Linked LPG Tanker Crosses U.S. Blockade Line, Testing Enforcement Credibility https://dailyalpha.us/news/global-semiconductor-materials-market-hits-record-dollar732b-in-2025-fueled-by-ai-demand-6a042ba9011290e9214987e3 DailyAlpha en 2026-05-13T07:43:37.691Z Global Semiconductor Materials Market Hits Record $73.2B in 2025, Fueled by AI Demand