Castle Securities says the AI rally faces growing risks, citing weakening demand, lower returns and heightened political and regulatory scrutiny.

Potential UK prime minister successor Burnham says economic growth must be built from the bottom up.

Qiangrui Technology said its inner manifold central-distributor is primarily used inside Rubin server compute trays, with one distributor required per tray; the unit has high value and a large addressable market. As Rubin server cabinet shipments increase, the company’s order intake is expanding rapidly, though Rubin cabinets have not yet reached mass-shipment scale; the company expects related orders to rise substantially. Qiangrui is also supplying corrugated-hose modules for Rubin cabinets, advancing validation of additional liquid-cooling components, preparing capacity expansion to meet rapid order growth, and cooperating with customers on R&D, validation and pilot production for the next-generation Rubin Ultra central distributor.