US AI & Computing Intelligence
US AI & Computing Intelligence focuses on US AI chips, HBM storage, semiconductor equipment, AI servers, real-time intraday reports, big earnings, policy analysis, plain language computing trends, suitable for US stock beginners.
Singapore Exchange Real Estate Investment Trusts
AI computing power triggers power demand surge; nuclear energy and liquid cooling become new U.S. stock darlings
As AI data center power demand surges, nuclear energy stocks and liquid cooling companies become new investment hotspots in the U.S. stock market. This article analyzes power infrastructure bottlenecks, the nuclear renaissance trend, and the key role of liquid cooling technology in AI servers, interpreting the investment logic of related tracks.
Broadcom custom AI chip shipments surge 150%, ASIC accelerates to seize computing power market
Broadcom's 2026 Q2 earnings show custom AI chip (ASIC) shipments up 150% YoY, orders from Google, Meta surge. AI inference drives ASIC penetration, challenging Nvidia GPU dominance. This article analyzes Broadcom's highlights, ASIC advantages, and impact on US-listed AI chip landscape.
AI computing power rental demand surges, US stock computing sector collectively strengthens
On July 28, 2026, US AI computing stocks rallied across the board, led by NVIDIA, AMD, and Oracle. Market analysis attributes the surge to explosive growth in AI computing rental, as enterprises shift from self-built data centers to cloud leasing, driving up order and revenue expectations for computing giants. This article analyzes the industry logic behind this trend and its impact on US stock investors.
HBM4E Gets NVIDIA Certification: Micron Seizes AI Memory High Ground
On July 24, 2026, Micron announced its 6th-gen HBM4E memory passed NVIDIA certification for next-gen AI accelerators. This article analyzes HBM competition, tech breakthroughs, and impact on US AI computing stocks.
Geopolitics Push Up Inflation: Japan PPI and Indonesian Rupiah Under Pressure
Middle East conflict pushes up international oil prices; Japan's PPI soars to a three-year high; Indonesia's export controls weigh on the rupiah. The article analyzes how geopolitical risks impact global inflation expectations and exchange rate stability through energy and resource chains, and explores macro policy implications.
Milestone for Commercial Aerospace: SpaceX Included in Nasdaq 100 Index
In December 2023, SpaceX was officially included in the Nasdaq 100 Index, marking commercial aerospace's transition from fringe exploration to mainstream. This article reviews SpaceX's journey from founding to becoming an aerospace benchmark, highlighting its reusable rockets, crewed spaceflight, Starlink, and other achievements, signaling that commercial aerospace is reshaping the boundaries of human civilization.
ECB June Rate Hike Correct, Inflation Risks Moderate
ECB President Lagarde confirmed that the 25 bps rate hike in June was correct, noting that upside inflation risks have moderated. Markets expect the July meeting to keep rates unchanged, with future decisions dependent on oil prices and geopolitical developments. Analysis of the likelihood and economic impact of an ECB policy shift.
G7 summit signals shift on Ukraine; Trump says 'I'm the boss'
G7 summit reaches consensus on Ukraine and new Russia sanctions; Trump says 'I'm the boss,' signaling warming stance on Ukraine. Joint statement could strengthen Ukraine's hand in peace talks, as European allies watch US position changes.
The cognitive gap is here: new rules take effect on July 1, and BTC is no longer just a crypto-market asset
The overseas investment rules will officially take effect on July 1, 2026, tightening illegal cross-border investment channels across the board. This article explains the capital reallocation logic behind global asset allocation and analyzes the current state, opportunities, and potential risks of on-chain assets such as BTC, stablecoins, on-chain U.S. stocks, and RWA.
Fed rate decision highlights: Dot plot divergence and language adjustment
Fed holds benchmark rate at 3.5%-3.75%, dot plot shows widening divergence in rate hike expectations before end-2026, policy statement drops language on further adjustment, core inflation and GDP forecasts adjusted.
