AI spending is becoming increasingly broad-based. Hyperscalers are investing across multiple layers of the stack, from compute to foundry and memory. Intel is capturing incremental demand as customers diversify suppliers, while NVIDIA retains its leadership in AI compute. SK Hynix remains a key beneficiary as demand for high bandwidth memory accelerates.

Longbridge - Hotspot
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☕️ [Task Coins Giveaway] Daily Market Talk — Tesla Robotaxi Goes Live

Tesla's Austin robotaxi launches without safety drivers, Intel jumps 11% on Google order, Marvell selected for S&P 500, US blacklists Alibaba and Tencent.

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