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JP Morgan cuts PT on Alphabet (GOOG.O) to $420 from $460.
2026-07-23
JP Morgan cuts PT on Alphabet (GOOG.O) to $420 from $460.
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2026-07-23
CITIC Securities says AI agents will significantly lift CPU demand and prompt a evaluation of CPUs. In an upside scenario it forecasts a CPU-to-GPU ratio as high as 8:1 and a long-term addressable market of about USD 2 trillion, exceeding the current
CITIC Securities says AI agents will significantly lift CPU demand and prompt a evaluation of CPUs. In an upside scenario it forecasts a CPU-to-GPU ratio as high as 8:1 and a long-term addressable market of about USD 2 trillion, exceeding the current GPU market. 2026 could be the year Chinese-made CPUs accelerate commercial penetration, with domestic commercial share rising from single digits to double digits. The report advises monitoring domestic CPU and GPU leaders and key upstream/critical-node companies in the industry chain.
2026-07-23
WTI crude rose about $0.50 intraday to $89.39/bbl.
WTI crude rose about $0.50 intraday to $89.39/bbl.
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