Goldman Sachs significantly lowered the Global AI Server shipment volume, and simultaneously adjusted the corresponding supply chain stock price expectations downward.

Goldman Sachs believes that factors such as the impact of the product transition period, supply and demand uncertainty, and production complexity challenges will lead to a slowdown in market growth, reducing the shipment volume of rack-level AI servers in 2025 and 2026 from 0.031 million units and 66,000 units to 0.019 million units and 57,000 units (calculated as 144-GPU equivalent).

wallstreetcn22:00 ET

Options Market Statistics: Tesla Jumps on Tariff Hopes and Investor Interest; Options Pop

Options Newsman20:39 ET

U.S. stocks made a strong rebound on Monday, with several Wall Street Institutions stating that the most intense selling in the U.S. stock market has passed.

Wall Street Analysts expect that investors may soon have a breather. From the perspectives of investor sentiment, positions, seasonal factors, and multiple Indicators, the most severe phase of decline in the US stock market may have passed. Although strategists believe the US stock market is about to enter a calm period, most have not explicitly advised clients to fully bet on the US stock market at this time. Currently, uncertainty in trade policy still looms over the market, and there are ongoing concerns that enthusiasm for AI may have driven up the valuations of Technology stocks. There remains a divide on Wall Street regarding whether to 'Buy on the dips.'

wallstreetcn17:29 ET

Large-cap Stocks With Highest Percentage of Buy Ratings Vs. SA Quant Ratings

Seeking Alpha17:12 ET

Weekly ETF Flows: Six Out of 11 Sectors Record Outflows; Technology Sector Leads With Higher Inflows

Seeking Alpha13:29 ET

Tesla Sees Declining Put Option Open Interest as Shares Jump: Options Chatter

Luzi Ann Santos13:27 ET