HK, US stocks top stories
CoreWeave Investor Meeting: AI Demand "Unresolvable," Customers Willing to Sign Long-Term Contracts, and Sign 12 Months in AdvanceBank of America: The storage industry is increasingly resembling "chip foundry" – cyclical weakening, high profit marginsThe U.S. will not impose tariffs on "critical minerals" for the time being. JPMorgan Chase: Silver has temporarily held up, but the risk of a pullback is significant, which presents an opportunity for gold"AI Cloud" is back! From 2026 to now, CoreWeave has risen over 40%, and Nebius has increased nearly 30%"Father of HBM": The commercialization process of High Bandwidth Flash (HBF) exceeds expectations and may be integrated into GPUs within 2-3 years, with a market size surpassing HBMFamous strategist "abandoned" Bitcoin, citing concerns that "quantum computing will be realized soon"Hasset "exits," but why do U.S. Treasuries "fall instead of rise"?Technology stocks boosted U.S. stock indices to rise across the board, with the Nasdaq up 0.5%, while silver prices fell sharply by 5%The two-year U.S. Treasury yield surged rapidly on Friday, with a cumulative increase of over 6.2 basis points this weekThe US Dollar Index has risen by more than 0.2% this week