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
U.S. hits Canada with stiff new tariffs, escalating trade tensions
The Trump administration on Monday said it would slap 50% tariffs on some goods imported from Canada, in an effort to end what it sees as discriminatory trade…
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
It’s getting easier for terminally ill people to end their own lives. What to know as laws change.
Patients must meet three conditions to qualify for Medical Aid in Dying. Source：MarketWatch
Tesla investors share their most burning questions ahead of earnings
“What is keeping Tesla back from accomplishing these shortterm goals that they’ve set for themselves?” one investor asked. 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
SpaceX flirts with a further decline down the market-cap ranks
SpaceX has lost more than $1 trillion in market value since its peak, briefly landing it below Meta on the marketcap leaderboards. 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
Detecting cyclospora is ‘notoriously difficult.’ Here’s what the FDA’s apology to Taylor Farms means.
The FDA and CDC are investigating iceberg lettuce sold by Taylor Farms to confirm the source of the cyclospora outbreak Source：MarketWatch