Why cheap Chinese AI models could actually be a boon for Nvidia, Micron and other chip stocks
Moonshot AI’s Kimi K3 could encourage a surge in enterprise workloads and provide a longterm tailwind to chip demand. Source：MarketWatch
Americans are skipping lettuce and salads as investigation into cyclospora outbreak continues
Shares of salad chains like Cava, Chipotle and Sweetgreen closed lower on Monday. Source：MarketWatch
Lumentum’s stock just got a lot more interesting — and Barclays has turned bullish
A Barclays analyst now recommends Lumentum’s stock after a period of substantial underperformance relative to the broader chip sector. Source：MarketWatch
AMD’s stock climbs, and a new Microsoft deal is only part of the reason
Chip stocks were broadly recovering Monday, and AMD investors are gearing up for a big product event later in the week. Source：MarketWatch
As Micron’s stock rebounds, Morgan Stanley says investors shouldn’t get spooked by the past
Memory chips remain a bottleneck to AI development and demand looks durable, Morgan Stanley analyst says. Source：MarketWatch
‘I never want to manage people again.’ I’m 33. Should I leave my corporate leadership role to become an assistant?
“I just don’t care about the corporate ladder.” Source：MarketWatch
Iren’s stock surges as the neocloud lands $2.8 billion worth of new deals
The AI infrastructure provider is easing anxiety over high datacenter buildout costs as it secures new customers and prepayments for chips. Source：MarketWatch
Hyperliquid sets 500,000 HYPE stake for permissionless prediction market deployers
Hyperliquid plans to require developers to stake 500,000 HYPE, worth about $30.4 million, to deploy permissionless prediction markets under HIP4.…
Brazil’s securities regulator sets up task force with 60-day deadline for tokenization proposal
The framework will address critical issues like official ownership records, private key custody, transaction reversibility and system liability. Source：CoinDesk
Hyperliquid plans to add decentralized prediction markets in upgrade to HIP-4
Permissionless prediction markets will become available first on testnet and later on mainnet, Hyperliquid said. Source：CoinDesk
Is an opportunity to buy chip stocks nearing? These two big Wall Street banks are divided.
JPMorgan says a summer buying opportunity is coming for chip stocks, but Morgan Stanley says the sector is in for a hard remainder of 2026. Source：MarketWatch
Live markets: Oil bounce and lingering AI selloff pushes bitcoin under $64,000
War drives oil up, the Kimi selloff drags chips down, and bitcoin sits between them. Source：CoinDesk