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

[March 19, 2026] The Capex Conundrum: Micron’s Record Beat Meets Market Fear as Uber & Rivian Join Forces [Semiconductors & AI: The Product…

[March 17, 2026] The $1 Trillion Vision: Nvidia Leads Tech Surge While Energy Risks Tighten [AI & Semiconductors: A New Revenue Frontier] ■ Nvi…

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

[Macro & Policy Update] ■ Treasury Secretary Bessent: Tariffs to Return within 5 Months The Policy : Despite the Supreme Court ruling that the …