Key News
1. Fed's Daly: Despite inflation above target, no signs of economic resilience seen.
2. US non-farm payrolls far below expectations; traders fully priced in a Fed rate hike delay.
Individual Stock News
1. SK Hynix plans to invest 100 trillion won in large-scale capacity expansion to alleviate chip shortages.
2. Nvidia (NVDA.O) will provide financial guarantees for GPU procurement and take a cut from cloud service revenue.
3. SoftBank plans to launch a new neocloud service in the US to meet strong market demand for AI computing power.
4. Apple (AAPL.O) increases foldable iPhone production to 10 million units, proactively securing iPhone 18 Pro component supplies.
5. The EU's highest court rejected Google's (GOOG.O) long-running battle with the EU over a €4.1 billion antitrust fine, ending in defeat. 6. Amazon's (AMZN.O) hardware chief reveals its self-developed AI chip strategy; Echo, Fire TV, and future devices will all feature a new chip.
7. Meta Platforms' (META.O) foray into the AI computing power market drags down the stock market; industry insiders say it's not an "overall oversupply of computing power," but rather a structural underutilization.
