Senior Research Analyst at Ainvest, formerly with Tiger Brokers for two years. Over 10 years of U.S. stock trading experience and 8 years in Futures and Forex. Graduate of University of South Wales.
Jensen Huang publicly crowns Marvell as the next trillion-dollar company, driving shares up 15% amid a strategic shift toward AI connectivity infrastructure.
HPE shares surge 36% as robust AI demand and rising margins prove the company can convert server sales into durable enterprise cash flow.
Broadcom guides Q2 AI revenue to $10.7 billion, testing if custom silicon growth can sustain the chip rally beyond Nvidia.
Coinbase and Kalshi launch regulated crypto perpetuals, offering a new revenue stream despite hurdles in migrating offshore liquidity to the US market.
Apollo and Blackstone structure a $36 billion debt deal for Anthropic, turning Google chip leases into Wall Street collateral amid the AI lab's massive equity raise.
Anthropic surpasses OpenAI with a $965 billion valuation while launching Claude Opus 4.8, signaling a strategic pivot toward agentic capabilities and cost control.
Dell shares surged 39% as AI server revenue hit $16.1 billion, prompting a raised annual target to $60 billion and validating the hardware boom.
Marvell targets $10 billion in custom-chip revenue by 2029, signaling a strategic shift in AI infrastructure beyond Nvidia-dominated GPU platforms.
Goldman Sachs raises AI capex forecasts to $800 billion, yet estimates the macroeconomic impact will be a mere rounding error in GDP growth.
Historical data shows Fed transitions do not cause market declines, as volatility stems from macro cycles and self-fulfilling narratives rather than new leadership.