In be stock

[Market Summary] On the 9th (local time), the three major U.S. indices finished slightly higher. Investor sentiment was bolstered by expectations t…

[Mar 16, 2026] AI Realignment: Nvidia’s Roadmap Shift, Meta’s Efficiency Drive, and Tesla’s "Terafab" Era [Semiconductors & Big Tech:…

[Market Pulse: The "War & Oil" Seesaw] Geopolitical Fog : President Trump signaled that military goals are near completion and the wa…

[AI & Semiconductor Giants] ■ Nvidia (NVDA): Shifting Focus to "Vera Rubin" Export Hurdles : Export of H200 GPUs to China remains sta…

[Market Summary] The three major New York indices closed higher as the "AI destruction" narrative shifted toward a "co-existence&quo…

[Market Summary] The three major New York indices closed higher as the U.S. Supreme Court's ruling against the administration’s tariff policies…

■ Tech & AI Strategy Update Apple (AAPL) AI Delay : Evercore projects a delay in Apple’s major AI updates. While Apple Intelligence 2.0 was ex…