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According to Israel's i24News, a US official stated, "The Iranians have gone too far." The dispute lies not only in the specific measures within the agreement but also in the order of actions taken under its framework. According to the official, Ira

2026-11-13

According to Israel's i24News, a US official stated, "The Iranians have gone too far." The dispute lies not only in the specific measures within the agreement but also in the order of actions taken under its framework. According to the official, Iran continues to make new demands on this issue. For Trump, he has time to wait: he will attend the APEC summit next week (as expected). Prior to that, another aircraft carrier and an amphibious assault group will arrive in the Middle East.

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2026-11-12

Foxconn: Due to tight memory supply, we are cautious about the prospects for computer products in 2027.

Foxconn: Due to tight memory supply, we are cautious about the prospects for computer products in 2027.
2026-11-12

Saxo Bank chief investment strategist Charu Chanana said in a note that uncertainty over NVIDIA’s leadership could accelerate shifts to alternative suppliers. AMD, Broadcom, Alphabet and Samsung Electronics may benefit, though meaningful market-share

Saxo Bank chief investment strategist Charu Chanana said in a note that uncertainty over NVIDIA’s leadership could accelerate shifts to alternative suppliers. AMD, Broadcom, Alphabet and Samsung Electronics may benefit, though meaningful market-share gains will take time. A larger risk is disruption to the broader AI ecosystem: higher debt financing, pressure on hyperscalers’ free cash flow and regulatory uncertainty are already testing the sustainability of AI spending. Chanana described this as a test for AI trades rather than their end and said investors should separate firms benefiting from ongoing infrastructure spend from those that can generate sustainable returns from AI adoption.
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