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US AI Computing Intelligence

AI computing power arms race escalates: NVIDIA and AMD carve up cloud market, HBM storage becomes bottleneck
US AI Computing Intelligence

AI computing power arms race escalates: NVIDIA and AMD carve up cloud market, HBM storage becomes bottleneck

2026-07-25 141

On July 25, 2026, as global demand for AI large model training and inference continues to rise, the US stock AI computing power sector once again became the market focus. The competition between ch...

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$80 Billion Bet on AI Era: Decoding Google's Financing Strategy
US AI Computing Intelligence

$80 Billion Bet on AI Era: Decoding Google's Financing Strategy

2026-07-14 166

...

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Musk's next move is fierce: SpaceX is rewriting tech indices, your account structure has been quietly changed
US AI Computing Intelligence

Musk's next move is fierce: SpaceX is rewriting tech indices, your account structure has been quietly changed

2026-07-07 188

This IPO by SpaceX isn't really about how much richer Musk becomes, but about how the risk structure in ordinary people's tech ...

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Global oil market landscape reshaped: Oil price analysis under geopolitical easing and production increase pressure
US AI Computing Intelligence

Global oil market landscape reshaped: Oil price analysis under geopolitical easing and production increase pressure

2026-07-06 175

...

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Zscaler’s strong earnings but steep plunge—has the real AI security breakout arrived, and will zero trust become the next multibagger dark horse?
US AI Computing Intelligence

Zscaler’s strong earnings but steep plunge—has the real AI security breakout arrived, and will zero trust become the next multibagger dark horse?

2026-05-30 180

If you follow AI cybersecurity, you’ll notice something very strange about Zscaler: the earnings were strong, revenue grew 25%, ARR grew 25%, operating margin hit a record high, yet the stock was s...

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If SpaceX goes public, will it siphon funds from Tesla? What ordinary investors should understand about Musk’s dual empire
US AI Computing Intelligence

If SpaceX goes public, will it siphon funds from Tesla? What ordinary investors should understand about Musk’s dual empire

2026-06-14 0

What’s really worth paying attention to about the SpaceX IPO is not that it has finally entered Nasdaq. It’s that Wall Street has suddenly put a very real question in fro...

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SGX: High Fuel Price Risk May Lead to Airline Profit Downgrade
US AI Computing Intelligence

SGX: High Fuel Price Risk May Lead to Airline Profit Downgrade

2026-06-06 190

High Fuel Prices Pose Risk of Airline Profit DowngradeUBS says the narrative for the aviation industry has shifted: capacity constraints faced post-pandemic have enhanced pricing power for...

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Latest Trends in Tech Industry: Price Hikes, Mass Production, and Regulatory Adjustments
US AI Computing Intelligence

Latest Trends in Tech Industry: Price Hikes, Mass Production, and Regulatory Adjustments

2026-06-25 176

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The true start of the Agentic AI era? Palantir AIP orders explode—AI software stocks’ strongest barometer is here?
US AI Computing Intelligence

The true start of the Agentic AI era? Palantir AIP orders explode—AI software stocks’ strongest barometer is here?

2026-06-07 167

Friends, AI software stocks’ most important change right now is not that another company says it has AI...

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Micron Technology Q3 Revenue Soars 346%, Gross Margin Hits Record High
US AI Computing Intelligence

Micron Technology Q3 Revenue Soars 346%, Gross Margin Hits Record High

2026-06-25 176

  AI Storage Leader Micron Technology Q3 Fiscal Earnings Analysis: Revenue Soa...

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