【Breaking news】
NVIDIA discloses $21 billion holding in SpaceX shares
• Held approximately 122.8 million shares as of the end of June
• Acquired through a $10 billion investment in xAI
• Ranked No. 2 among NVIDIA’s investment holdings, after Intel
Probability that NVIDIA becomes the world’s No. 1 company by market capitalization by the end of 2026: 74%
【Breaking News】
U.S. government requests Apple to stop purchasing Chinese-made memory
• Apple, facing memory shortages due to AI demand, had been considering placing orders with Chinese manufacturers.
• Commerce Secretary Lutnick has already conveyed that “the Trump administration does not support procurement from China. There are other solutions.”
Probability that Apple will purchase CXMT memory within this year: 28%