Oracle’s stock has taken a hit as AI spending concerns resurface
科技股新闻：A lack of clarity around Oracle’s future AI spending plans is keeping investors on the sidelines, one analyst believes. 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
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Critical Metals cut at Freedom on Tanbreez feasibility delay, execution risk
科技股新闻：Critical Metals cut at Freedom on Tanbreez feasibility delay, execution risk 暂未识别到明确 ticker，适合作为宏观或行业背景观察。
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Nvidia just soothed a major market fear about AI, analysts say
科技股新闻：Nvidia’s new partnerships with financial players help mitigate concerns that the company is too tightly linked to its customers, according to BofA and Morgan Stanley. 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
A historically strong stretch for the U.S. stock market is about to begin
科技股新闻：Some investors are worried that this AI-powered bull market might be getting a little long in the tooth as it approaches its fourth birthday. 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
This fund manager tunes out AI hype to flag the infrastructure stocks to buy now. Think roads, water and telecom towers.
科技股新闻：Lazard portfolio manager Bertrand Cliquet says infrastructure companies are worth more than the AI hype sometimes linked to them. 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Nvidia teams with Wall Street firms to help finance $500 billion for AI infrastructure
科技股新闻：Nvidia late Monday announced a partnership with seven Wall Street financial institutions designed to raise more than $500 billion of third-party capital to fund the buildout of AI ... 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
GCT Semiconductor expects 2H 2026 5G chipset shipments to exceed 1H as it secures wafer capacity through Q1 2027
科技股新闻：GCT Semiconductor expects 2H 2026 5G chipset shipments to exceed 1H as it secures wafer capacity through Q1 2027 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Microsoft’s stock is charging back. Here’s the case for it to rally another 30%.
科技股新闻：Think Microsoft is overspending on AI? A Bernstein analyst says the company is actually taking a “measured” approach. 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Archer strikes deal with Boeing in latest bid to transform aviation through AI
科技股新闻：Archer Aviation’s stock is flying higher after the company agreed to buy three business units from Boeing. 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Intel plans to sell $15 billion worth of stock after it has risen 400% in a year
科技股新闻：The company said it sees growth opportunities in physical AI, custom chips and advanced packaging. 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
Mark Zuckerberg takes on the AI doomers in 6,500-word essay
科技股新闻：Meta Platforms CEO Mark Zuckerberg has a response to the gloom about artificial intelligence coming from both inside and outside the industry: AI will be helpful for both the econo... 相关标的：META, NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。
These analysts say Elon Musk’s ambitious AI plans for SpaceX should be taken seriously, thanks to Microsoft
科技股新闻：If Elon Musk can expand its compute capacity swiftly, Microsoft could be perfectly positioned to monetize this “one-in-a-generation opportunity” 相关标的：NVDA, AMD, SMH。
个股新闻可从近月合约、财报日、异常成交量和隐含波动率变化开始排查。