AI / Large Models
Cerebras Signs Over $20 Billion Multi-Year Agreement with OpenAI
Chip company Cerebras announced a 750MW computing power collaboration with OpenAI, with a total value exceeding $20 billion, making it one of the largest disclosed AI infrastructure orders to date. GPT 5.4 is already running on Cerebras, and GPT 5.5 is being integrated. Cerebras' core revenue in Q1 is $191 million, a 92% year-on-year increase, surpassing expectations.
Fast Stock News | First Squawk
> Hot Take: How many H100s can $20 billion buy? OpenAI has locked in its computing power budget for the next three years all at once.
External Reasoning Graph IONS: Moving LLM's Memory Outside
The IONS project proposes building a reasoning graph outside the LLM to store claims, evidence, and reasoning paths, attempting to address the issues of long-term memory and reasoning consistency in LLMs. Reddit discussion heated up with 320 votes.
Quirky Solution to Fix MacBook Neo Cursor Lag: Record 1 Pixel Every 10 Seconds
Developers discovered that recording 1 pixel of screen content every 10 seconds can "fix" the lag issue of the Neo Cursor on MacBooks. Hacker News discussions have 40 comments, with most agreeing it's a bug at the system level in Apple.
Alibaba's Qwen Team Releases AgentWorld: A Language World Model for General Intelligence
The paper proposes training general agents using a language world model, aiming to enable AI to learn generalization abilities within simulated environments. Hacker News discussions have 30 comments.
Cryptocurrency / Web3
US Senate Passes Iran War Powers Resolution for the First Time
The Senate voted 50-48 to pass the Iran war powers resolution previously approved by the House of Representatives, requiring the president to obtain congressional authorization before taking military action against Iran. Four Republican senators voted in favor, while McConnell and McCaskill were absent, and only Fetterman from the Democrats voted against.
> Hot Take: McConnell's absentee voting strategy works again. This Congress excels at changing outcomes with "surprises".
Israel Suspected of Launching Cyber Attacks on Iranian Banks
Services at four banks linked to the Iranian Revolutionary Guard were disrupted, with The Daily Telegraph stating that Israel is attempting to sabotage the US-Iran peace process.
Bybit Announces Delisting of IMU, PENGUIN, SPELL
Three tokens will be delisted from Bybit, with no specific reason disclosed.
Chips / Hardware
Korean Stocks Trigger "Black Tuesday" for Global Chip Stocks
The KOSPI index in South Korea corrected 10% from its recent highs, entering a technical correction, leading to a retail-driven avalanche of chip stocks due to pension withdrawals and retail leverage liquidation. The Philadelphia Semiconductor Index fell 7.8%, Advanced Micro Devices dropped 9%, Micron declined 13%, and NVIDIA dropped 4%. Goldman Sachs reviewed the situation, stating it is a technical adjustment rather than a fundamental turning point.
Wall Street Journal | Wall Street Journal
12 Investment Banks Raise Micron Price Target to as High as $1750
Morgan Stanley raised its price target from $520 to $1050, Wedbush increased it to $1300, and Hina International provided the most aggressive estimate at $1750. The consensus is that the DRAM supply shortage will last until 2028, and HBM prices will continue to rise in 2027, with Q3 memory chip prices possibly rising 20-50% quarter-on-quarter. Micron will announce its quarterly earnings this evening.
Jin Ten Data | Finance Alliance
> Hot Take: Is the $1750 target price serious? That would imply Micron’s market value should reach $200 billion, equivalent to recreating AMD.
Technology Companies
Swift Package Index Joins Apple
Apple announced it has acquired Swift Package Index, an important infrastructure within the Swift open-source ecosystem. Hacker News discussions show 69 comments, with developers generally concerned about the independence after Apple's takeover.
Oracle Lays Off 21,000 Employees to Make Room for AI Investments
Oracle is pushing AI infrastructure investments through mass layoffs and debt financing, which has caused controversy.
Tencent's Market Value Falls Below 4 Trillion HKD, Down 27.72% Year-to-Date
Tencent's stock price continues to decline, with discussions on Zhihu reaching 1.42 million, focusing on tight game licensing and sluggish overseas business growth.
US Stocks
Korean Stocks Show V-Shaped Rebound, Micron Up 3% in Pre-Market
After a sharp drop in the Korean stock market in the morning, there was a strong rebound, with US semiconductor stocks climbing in pre-market, and Micron Technology rising 3%. The dollar reached a seven-month high, while gold fell over 1.3%.
Polymarket Gives Micron Earnings Report a 96% Bullish Probability
The prediction market Polymarket shows a 96% probability of Micron's earnings surpassing expectations, with Wall Street forecasting a 967% year-on-year increase in EPS and a 281% increase in revenue. Micron's stock price has risen 316% year-to-date.
Finance / Macro
Spot Gold Falls Below $4100, Silver Drops Below $62
Gold fell nearly 1% in a single day, dropping below the $4100 mark again this month, with Zhihu discussion hitting 970,000, and investors worry whether the $4000 support will hold.
Iran Announces 60-Day Free Passage in the Strait of Hormuz
Iran announced that the Strait of Hormuz will have free passage for 60 days, with rules for passage determined by negotiations between the US and Iran after that period. The United Nations stated it will evacuate stranded crew members in the strait, but mines have not yet been cleared. The volume of tanker traffic has reached its highest level since the conflict began, with Brent crude dropping to $75.93/barrel, the lowest since early March.
Zhihu | BBC | Fox Business
Pentagon Estimates Iran War Cost at $29 Billion, Actual Cost May Reach $200 Billion
There is a significant gap between official figures and actual spending, including long-term reconstruction and indirect costs.
New Products / New Trends
GTA VI Finally Priced, Pre-Orders Open
Rockstar announced the official price for Grand Theft Auto 6 and opened pre-orders, sparking heated discussion among players.
Sega Launches Sonic the Hedgehog 1&2 MD Remastered Cartridges, Usable on Original Hardware
The 35th-anniversary edition MD cartridge is priced at $99 and can run on the original Mega Drive.
Today's Underlying Narrative
Chip stocks plummeting, gold crashing, oil prices dropping—these three downward trends share the same narrative: a cooling of war expectations. The US Senate's passing of the Iran war powers bill seems like an escalation of confrontation, but in reality, Congress is reclaiming war decision-making authority, providing the market with confidence. The Strait of Hormuz is open for free passage for 60 days, causing oil prices to drop. Meanwhile, Cerebras' $20 billion order and the pre-earnings frenzy around Micron suggest that the battle for AI infrastructure has just begun—this war requires no missiles, only power and chips.
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