Pacific Securities: Continue to monitor investment opportunities in the AI computing power industry and focus on areas with supply shortages.

The AI computing power market exhibits a 'one dominant player with multiple strong contenders' structure, with each participant leveraging its distinct competitive strengths.

Zhitong Finance39minutes ago

Markets on edge: Microsoft reportedly ends $3 billion cloud infrastructure talks with Oracle, exacerbating the chip stock pullback

Microsoft was recently reported to have been in talks with Oracle regarding the leasing of cloud infrastructure, but the deal—valued at over USD 3 billion—ultimately collapsed because Oracle’s public cloud lacks FedRAMP security certification and Oracle refused to add it. The news, released after market hours on Tuesday, further weighed down Oracle’s stock and chip-related equities. The U.S. equity market is currently highly sensitive—and somewhat jittery—about narratives surrounding AI-related capital expenditures; this marks the second market-moving incident in less than a week triggered by news concerning AI infrastructure.

wallstreetcn08:31

U.S. Market Close | Investors Await Wallsh's Debut; Mixed Performance Across Major Indices, Dow Hits New High; SpaceX Surges 49% Post-IPO; Chip Stocks Under Pressure, Intel Drops Over 8%, AMD Falls More Than 7%; WTI Crude Oil Declines Nearly 5%

The Dow Jones Industrial Average rose 0.64%, reaching a new all-time high, while the Nasdaq Composite fell 1.15% and the S&P 500 declined 0.57%. Semiconductor stocks plunged, with the Philadelphia Semiconductor Index dropping 5.7% in a single day. Details of the U.S.-Iran peace agreement continue to emerge, pushing WTI crude oil futures below $75 per barrel intraday—the lowest level this year—and driving U.S. Treasury yields lower, with the 30-year yield closing below the 5% mark.

wallstreetcn06:43

Overnight U.S. Stocks | Investors Await Fed Chair Nominee Kevin Warsh's Debut; Major Indices Mixed, WTI and Brent Crude Both Down Over 5%

At the close, the Dow Jones Industrial Average rose 328.64 points, or 0.64%, to 51,999.67; the Nasdaq Composite fell 307.60 points, or 1.15%, to 26,376.34; and the S&P 500 declined 42.94 points, or 0.57%, to 7,511.

Zhitong Finance06:02

Tesla Booted From the 'Magnificent Seven' by a Top Fund Manager. Here Is the Tech Giant He's Crowned.

MarketWatch05:19

Top 20 by Trading Volume | SpaceX rises for three consecutive days, surpassing Amazon in market capitalization to become the world's fifth-largest publicly traded company; Apple's 2027 product roadmap leaks; memory and optical communications sectors weake

On Tuesday, SpaceX, the most actively traded stock on U.S. markets, rose 4.83%, with trading volume reaching $66.704 billion. Since its Nasdaq listing, SpaceX shares have climbed for three consecutive days, surging nearly 50% above their initial offering price. The stock closed at $201.80 on Tuesday, up $9.30 or 4.83%. The company’s market capitalization reached $2.64 trillion, briefly surpassing both Amazon and Microsoft during the session and propelling it into the ranks of the world’s five most valuable companies just days after its public debut.

Global Market Update05:14