據The Information：蘋果(AAPL.O)AI服務器芯片“Baltra”未來版本原定今年出貨，但已推遲。

美聯儲理事庫克：我對高通脹帶來的風險感到擔憂。

CoreWeave (CRWV.O) is exploring financial derivatives to hedge against potential declines in memory and storage-chip prices, people familiar with the matter said. The move underscores how AI-driven cloud demand ties providers to a volatile chip market: cloud operators including CoreWeave have signed long-term supply deals with Micron and SanDisk that often include price-floor protections for suppliers. Those floors shield chipmakers in a downturn but expose cloud buyers to purchasing above-market inventory. CoreWeave executives have discussed put options and other derivatives; talks are at an early stage and no hedges have been executed.