蒙特利爾銀行：將Alphabet(GOOG.O)的目標價從435美元上調至455美元。

China today launched the inaugural World Artificial Intelligence Conference — Academic (WAIC-Academic, WAICA), an international open academic platform built on eight years of WAIC experience to serve global AI researchers.

Bernstein says TSMC (TSM.N) has reasonably increased its 2026 capex plan on the back of a solid demand base. Management reiterated on its recent earnings call it will not impose sudden large price hikes; with limited near-term price upside and shipments constrained by capacity, TSMC’s upward revenue revision suggests prior forecasts may have been too conservative. Bernstein states that, despite market volatility, sustainability of AI demand has improved over the past three months and that the recent market pullback should be viewed as an opportunity to add AI-related stocks.