Nvidia demonstrated innovation at OFC with the COUPE in a 1.6T transceiver, achieving e-14 BER on 7/8 200G PAM4 lanes 2.
Global semiconductor sales are projected to top US$1 trillion this year and $2 trillion by 2035, driven by AI demand 19.
Micron ($MU) reported a massive quarter with $16B in operating profit and an 69% operating margin (beating the 62% estimate). Despite the stellar results, market indifference suggests that “good news” may no longer be enough in the current sentiment cycle 1315.
TSMC faces rumors of order losses to Samsung; AMD is exploring Samsung for 2nm AI chip production and HBM supply, while Tesla previously inked a $16.5B deal with Samsung for its AI6 chip 16.
The U.S. federal debt has officially hit $39 trillion, underscoring a critical need for investors to hold hard assets 27.
Wall Street is offloading gold/silver to retail; institutional investors have offloaded -$1 billion in gold ETFs while retail buyers have accumulated +$70 billion over the last six months 26.
The U.S. has drawn a hard line regarding the Iran-Israel conflict: any strike on Qatar’s LNG facilities will trigger immediate retaliation to prevent oil price spikes following the latest PPI print 30.
The SEC’s approval of Nasdaq’s rule change to allow the trading of tokenized securities marks a major milestone, signaling that stock tokenization is moving into the mainstream 20.
Market corrections shouldn’t be timed by previous record-breaking “golden pits” (like last April); a standard recovery usually requires a minimum of three months, and retail sentiment often over-indexes on perceived “pessimism” as a proxy for intelligence, despite the market’s long-term bullish structural bias 711.