11/10 U.S. stocks close mixed on shutdown progress after falling sharply on anxiety over AI industry The U.S. stock market has started lower due to the influx of AI bubble related issues. In particular, many companies that have signed contracts with OpenAI have participated in the sale. On top of that, the Nasdaq fell by…

Tesla Key Summary Of November 2025 Shareholders’ Meeting Major Presentation Summary• Cybercap production begins in April 2026• Tesla Semi New Design Unveils• Considering the establishment of its own chip production facility• Robotaxi Launch of New City• AI5 Chip Reveals Some Information• New Lithium Refining Facility Revealed• Roadster Disclosure and Production Schedule Announced• European FSD Regulatory…

Asia Semiconductor Market: Strong Memory Momentum Powered By ASP Rise JPMorgan Overall semiconductor sales grew 28% year-over-year in September (+22% in August), the strongest growth in the past year. This was driven by data center and AI-related spending (state-of-the-art logic, HBM) and higher average unit price (ASP) for general memory products. 🚀 Memory: Price surge…

11/06 U.S. stock markets rise as repulsive buying flows into Micron effect despite longest shutdown ever The U.S. stock market started mixed amid controversy over high valuation, but rose after rumors spread that the Democratic Party had asked Trump for negotiation talks. Of course, as interest rates on government bonds rose on solid economic indicators,…