Nvidia’s high-growth expectations are now not merely a question of whether AI compute demand is sufficient. Whether memory can be secured on time and at an acceptable cost is becoming a significant constraint on revenue delivery and the margin trajectory.
Salesforce is about to report earnings, and what truly needs to be validated is not how large Agentforce can become as a standalone business, but whether this AI investment can reaccelerate the core business. Ahead of earnings, CRM shares have already risen by about 45%.
The arrangement Meta reached with U.S. states on teen safety is turning a legal risk that had long been difficult to estimate into clearer expenses and operational investment.
OpenAI is reportedly advancing its in-house inference chip, Jalapeño. What merits attention is not a single performance figure, but rather that AI infrastructure procurement may continue to extend from general-purpose accelerators to custom chips, advanced process nodes, and high-bandwidth memory.
SK Hynix confirmed that its next-generation HBM will adopt Intel’s EMIB advanced packaging technology. This decision directly stems from the ongoing shortage of TSMC’s CoWoS capacity, indicating that the supply bottleneck in advanced packaging is creating alternative demand for Intel.
If NAND demand and prices are recovering, whether supply continues to tighten is the key to whether margins can continue improving. The current change is that neither international manufacturers nor Chinese manufacturers have stopped expanding: Samsung and SK Hynix are increasing investment in NA…
The recent focus of market discussion is whether the U.S. Treasury can bring down long-term Treasury yields directly without relying on the Federal Reserve.
Interpreting an increase in stablecoin issuance directly as “new dollar liquidity” can easily confuse the form in which funds exist with the total amount of funds. The dollars used to purchase stablecoins were usually already in bank deposits, money market funds, or brokerage cash accounts.
Silicon wafer prices are reportedly set to rise by 10% across the board, covering 6-inch, 8-inch, and 12-inch products. This is the first relatively substantial price increase in more than three years.
Ahead of NVIDIA’s earnings, what is truly worth watching is not only the range of volatility implied by options, but also the fact that participation in spot trading has simultaneously fallen to an unusually low level.