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Dow Hits Record High, Nasdaq Falls: Extreme Divergence as AI Computing Power Retreats and Traditional Blue Chips Surge

Dow Hits Record High, Nasdaq Falls: Extreme Divergence as AI Computing Power Retreats and Traditional Blue Chips Surge

The Dow Jones surpassed 52,900 to reach a record high, while the Nasdaq fell 0.8% due to a sell-off in chip stocks.

Blog Team07/03/2026

AI Computing Power Boom Drives New Web3 Infrastructure: How Marlin Is Building a Decentralized Compute Layer

AI Computing Power Boom Drives New Web3 Infrastructure: How Marlin Is Building a Decentralized Compute Layer

This article examines how the Marlin Protocol leverages Layer 0 architecture and Trusted Execution Environment (TEE) technology to build a Web3 computation layer, and explores its market positioning and future prospects.

Blog Team07/03/2026

Is the Semiconductor Bull Market Over? Meta Enters Cloud Computing, Sells Excess Computing Power as AI Hardware Stocks Plunge

Is the Semiconductor Bull Market Over? Meta Enters Cloud Computing, Sells Excess Computing Power as AI Hardware Stocks Plunge

Meta’s plan to sell excess AI computing power has sparked fears of a "compute surplus," triggering a sharp sell-off in the semiconductor sector. The Philadelphia Semiconductor Index plunged 6.27% in a single day, with Micron and SanDisk both tumbling over 10%.

The three major U.S. stock indexes closed lower—why did the storage sector plunge? AI computing power shifts from scarcity expectations to a reversal

The three major U.S. stock indexes closed lower—why did the storage sector plunge? AI computing power shifts from scarcity expectations to a reversal

This article examines the underlying logic behind the recent turbulence in the semiconductor sector from three perspectives: Meta’s expansion into cloud services, Goldman Sachs’ three major risk warnings, and key macroeconomic data.

Blog Team07/02/2026

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FCEL Stock Soars Nearly 70% in June: How AI Data Center Power Demand Is Reshaping the Fuel Cell Sector

FCEL Stock Soars Nearly 70% in June: How AI Data Center Power Demand Is Reshaping the Fuel Cell Sector

In June 2026, FuelCell Energy (FCEL) shares surged by 69.42%, driven by a combination of catalysts including soaring power demand from AI data centers, a 380 MW power supply agreement, $49 million in EXIM financing, and inclusion in the Russell Index.

Blog Team07/02/2026

In-Depth Analysis of NVTS Stock: How GaN Power Chips Are Powering the AI Data Center Revolution

In-Depth Analysis of NVTS Stock: How GaN Power Chips Are Powering the AI Data Center Revolution

This article examines the companys financial performance, technological advantages, and industry growth drivers, exploring whether this power semiconductor firm can continue to benefit from the expansion of AI computing power.

Blog Team07/02/2026

Why Did Meta (META) Surge 8.81%? AI-Powered Advertising Efficiency Revolution and Compute Monetization Ignite Second Growth Curve

Why Did Meta (META) Surge 8.81%? AI-Powered Advertising Efficiency Revolution and Compute Monetization Ignite Second Growth Curve

This article explores the dual logic behind Meta’s advertising efficiency revolution and the monetization of computational power.

Blog Team07/02/2026

U.S. Stocks Enter the AI Divergence Era: From Broad Chip Rallies to Supply Chain Rotation

U.S. Stocks Enter the AI Divergence Era: From Broad Chip Rallies to Supply Chain Rotation

The AI market in US equities has entered a phase of structural divergence, with semiconductors and memory sectors leading the gains but experiencing increased volatility. This article examines AI capital expenditures, sector rotation, and the shift of investment from computing power to infrastructure.

Blog Team07/02/2026

FCEL Stock Soars 20% in a Single Day: Why the Hydrogen Economy Is Returning to the Center of the Energy Transition Narrative for 2026

FCEL Stock Soars 20% in a Single Day: Why the Hydrogen Economy Is Returning to the Center of the Energy Transition Narrative for 2026

Driven by IRA subsidies, strengthened European policies, and growing concerns about power supply for AI data centers, the hydrogen economy is shifting from a policy vision to real-world market validation.

Blog Team07/01/2026