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Today’s Key News Recap

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<p>1021 ｜Dolphin Research Key Focus: 🐬 Macro/Industry 1. U.S. President Trump and Australian Prime Minister Albanese signed a critical minerals agreement at the White House. The core of the agreement includes each party investing $1 billion within six months to support mining and processing projects, establishing a price floor mechanism, and introducing indirect participation from Japan. The focus is on resources such as rare earths, gallium, and graphite, aiming to counter China's influence in the rare metals sector. This move is a key step for the West in restructuring the resource supply chain, attempting to break China's dominant advantage in the smelting and processing stages. However, Australia's shortcomings in processing technology and high costs are difficult to resolve in the short term...</p>

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Game Boosts Bilibili's Surge; Amazon AWS Services Experience Major Outage | Today's Important News Recap

Dell'Oro Report: Accton, Arista and Cisco Gain Most Share, Celestica and NVIDIA Continue to Lead

Finer Wealth Management Inc. Increases Stake in Palantir Technologies Inc.

Investment bank Wedbush praises Palantir following a customer event

NVIDIA to pay quarterly cash dividend of $0.01 per share

Palantir and NVIDIA Collaborate to Advance Rodeo with AI and Computer Vision

Market analysis points to profitability as a key metric for AI stocks, highlighting Palantir's strong performance as an example

Multiple investment firms disclose increased holdings in NVIDIA

Analysis report details the strategic impact of NVIDIA's AI-RAN collaboration with Nokia on 6G.

JPMorgan states DeepSeek V3.2's shift to support domestic hardware poses a challenge to Nvidia

SoftBank's Masayoshi Son discusses plans with the White House to build AI infrastructure in the U.S.

Nvidia-backed data security firm Cohesity announces $1 billion investment in India

NVIDIA awards $60,000 scholarships to doctoral students

Morningstar analyst believes NVIDIA stock is still undervalued and presents a buying opportunity

Research report predicts NVIDIA's share of China's AI chip market will drop sharply to 8% by 2026

NVIDIA Announces 2026 PhD Fellowship Winners, Many Chinese PhD Students Listed

NVIDIA's new Taipei headquarters project progresses, with construction expected to start next June

Nvidia debuts new AI model for autonomous driving research, Alpamayo-R1, at the NeurIPS conference.

Amazon releases its new-generation self-developed server chip, Graviton5, posing a challenge to Nvidia and others.