AMD is investing $5 billion into Anthropic as it seeks to cut into Nvidia’s dominance
The two companies also struck a chip deal. Source：MarketWatch
上市前夜 | 手机PMIC全球第三、三年亏15亿，芯迈第三次冲港股IPO
本文约3400字，建议阅读7分钟 作者 | 彭孝秋 编者按： 《上市前夜》栏目聚焦企业冲刺资本市场的关键时刻。每一份招股书里，都藏着一家企业上市前的野心、周期与隐忧。这是第八期—— 芯迈 。 昨日，一家名为「芯迈」的功率半导体公司，第三次向港交所递交了招股书（前两次为2025年6月、2026年1月），华泰担任…
Bitcoin holds near $66,300 as chips extend their rally and the yen hits a 40-year low
Semiconductor stocks led a second day of gains on AI optimism, while the yen slid past 163 per dollar for the first time since 1986. Source：CoinDesk
Why Micron and other chip stocks are bouncing back so strongly
The recent chip selloff presented a buying opportunity, and opensource AI models should drive more memory demand, analysts say Source：MarketWatch
The co-founder of Stocktwits dumped chip stocks before their 20% slide. Where he’s putting his money now.
Stocktwits’ Howard Lindzon talks to MarketWatch about sidestepping a chip selloff, where he sees opportunity and the “degenerate economy.” Source：MarketWatch
Bitcoin hits a two-week high near $65,500 as the chip trade turns back into a tailwind
Asian semiconductor shares rebounded hard, a fiveday ETF inflow streak passed $600 million, and oil pulled back on Middle East diplomacy. Source：CoinDesk
Why cheap Chinese AI models could actually be a boon for Nvidia, Micron and other chip stocks
Moonshot AI’s Kimi K3 could encourage a surge in enterprise workloads and provide a longterm tailwind to chip demand. Source：MarketWatch
Americans are skipping lettuce and salads as investigation into cyclospora outbreak continues
Shares of salad chains like Cava, Chipotle and Sweetgreen closed lower on Monday. Source：MarketWatch
Lumentum’s stock just got a lot more interesting — and Barclays has turned bullish
A Barclays analyst now recommends Lumentum’s stock after a period of substantial underperformance relative to the broader chip sector. Source：MarketWatch
AMD’s stock climbs, and a new Microsoft deal is only part of the reason
Chip stocks were broadly recovering Monday, and AMD investors are gearing up for a big product event later in the week. Source：MarketWatch
As Micron’s stock rebounds, Morgan Stanley says investors shouldn’t get spooked by the past
Memory chips remain a bottleneck to AI development and demand looks durable, Morgan Stanley analyst says. Source：MarketWatch
‘I never want to manage people again.’ I’m 33. Should I leave my corporate leadership role to become an assistant?
“I just don’t care about the corporate ladder.” Source：MarketWatch