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CENTCOM: As of Aug 3, CENTCOM had re-routed 44 merchant vessels, rendered two vessels inoperable and boarded and inspected two vessels.

2026-08-04

CENTCOM: As of Aug 3, CENTCOM had re-routed 44 merchant vessels, rendered two vessels inoperable and boarded and inspected two vessels.

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2026-08-03

Polysilicon most-active contract continues to rally, up over 3% at 34,070 yuan/ton.

Polysilicon most-active contract continues to rally, up over 3% at 34,070 yuan/ton.
2026-08-03

China Merchants Securities, citing Microsoft and SK Hynix results, concludes the AI sector still faces genuine supply constraints and shows no clear signs of broad overcapacity. Large tech firms are increasing AI infrastructure investment and custome

China Merchants Securities, citing Microsoft and SK Hynix results, concludes the AI sector still faces genuine supply constraints and shows no clear signs of broad overcapacity. Large tech firms are increasing AI infrastructure investment and customer follow-on orders are rising; earnings do not yet provide solid evidence of an AI compute glut. Microsoft compute utilization and SK Hynix order flows indicate the current imbalance is shortages of high-performance compute, advanced storage and data-center support capacity rather than widespread equipment idling. Near-term investment opportunities are likely to center on segments that alleviate AI compute bottlenecks.
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