An investigation into couples who have had shocking experiences in fertility clinics. Plus: more perfect comedy with Amandaland. Here’s what to watch this evening 7pm, BBC Two Like many couples, Beth and Laura went to northern Cyprus for separate IVF treatments and chose the same sperm donor for their two children. But DNA test results later suggested the siblings weren’t blood-related. In this as...
An investigation into couples who have had shocking experiences in fertility clinics. Plus: more perfect comedy with Amandaland. Here’s what to watch this evening 7pm, BBC Two Like many couples, Beth and Laura went to northern Cyprus for separate IVF treatments and chose the same sperm donor for their two children. But DNA test results later suggested the siblings weren’t blood-related. In this astonishing investigation, Anna Collinson asks: “Have loose rules and little regulation led to wrongdoing?” She speaks with the brother and sister, and learns they aren’t the only family affected. Hollie Richardson Continue reading...
A gauge of demand for Australian government bonds due in seven years surged at auction Wednesday as investors increasingly bet the Reserve Bank’s tightening cycle is nearing an end. Investors sought more than four times the A$1 billion of notes maturing in November 2033 on offer, according to data from the Australian Office of Financial Management. The bid-to-cover ratio was the highest for a seve...
A gauge of demand for Australian government bonds due in seven years surged at auction Wednesday as investors increasingly bet the Reserve Bank’s tightening cycle is nearing an end. Investors sought more than four times the A$1 billion of notes maturing in November 2033 on offer, according to data from the Australian Office of Financial Management. The bid-to-cover ratio was the highest for a seven-year bond sale since the same maturity was auctioned in November last year, the data show. The stronger demand suggested growing confidence that the RBA is close to ending its rate-hike campaign after signaling a pause at its last meeting. Economic growth slowed in the March quarter, before the full impact of the Iran conflict and three consecutive rate hikes had been felt. That prompted traders to pare bets on further increases and focus on upcoming inflation and employment data for confirmation that rates have peaked. “Investors are probably keeping an open mind that the RBA tightening cycle may be over,” said Eugene Leow , a senior rates strategist at DBS Bank Ltd. in Singapore. “Urgency to tighten further may be lacking for quite a while, in which case, investors may be betting on slowdown risks in the medium term by going long the belly of the Australian Commonwealth Government Bond curve.” Read More: Aussie Belly Flies as Terminal RBA Bets Supercharge 2033 Tender
Computex Sends Three Key Signals: NVIDIA Confirms Sufficient Capacity at Taiwan Semiconductor, AI PC Chips Make Joint Debut, and Supply-Demand Imbalance to Persist Through 2027 富途牛牛
Computex Sends Three Key Signals: NVIDIA Confirms Sufficient Capacity at Taiwan Semiconductor, AI PC Chips Make Joint Debut, and Supply-Demand Imbalance to Persist Through 2027 富途牛牛
While South Korea's stock market has already doubled this year, strategists believe the AI-driven chip rally has more room to run as technology heavyweights continue to supercharge earnings growth. Goldman Sachs on Wednesday raised its 12-month target for the benchmark Kospi to 12,000, implying more than 35% upside from current levels, as per reports. “Earnings are driving Asian equity returns,” G...
While South Korea's stock market has already doubled this year, strategists believe the AI-driven chip rally has more room to run as technology heavyweights continue to supercharge earnings growth. Goldman Sachs on Wednesday raised its 12-month target for the benchmark Kospi to 12,000, implying more than 35% upside from current levels, as per reports. “Earnings are driving Asian equity returns,” Goldman strategists led by Timothy Moe said, adding that they remain overweight Korea on expectations of “higher earnings, underpriced memory cycle duration, and rerating catalysts.” They have also upgraded Taiwan to overweight with a 12-month target of 51,000 for the benchmark Taiex. The Kospi has climbed about 100% so far this year, ranking among the best-performing major stock indexes globally. However, much of the advance has been driven by a small group of large technology stocks, led by memory-chip manufacturer SK Hynix ( HXSCL ) and electronics heavyweight Samsung Electronics ( SSNLF ). Global financial services firm BTIG noted that the rapid run-up comes with risks, CNBC reported. “Over the last six sessions, the KOSPI is up 12.15%. Yet breadth was negative each day, and not by a little bit,” said Jonathan Krinsky, chief market technician at BTIG. “That is what happens when a few of the largest names make up ~50% of an index.” Peter Kim, global strategist at KB Financial Group, meanwhile, said Korea’s “twin towers” continue to outpace the broader market by a wide margin, while the semiconductor cycle remains the dominant driver of equity performance. “The stock market action is taking much of the attention away from the underlying vulnerabilities of the Korean economy and its industries,” Kim wrote in a client note, warning that China is rapidly gaining market share from Korean exporters and that the broader domestic economy remains weak, the CNBC report said. That said, global investors appear willing to look past those risks for now as AI-driven earnings continue t...
随着AI模型走向庞大的“智能体(Agent)”时代,数据中心的算力瓶颈正逐渐向“连接”转移,一场由铜缆向光纤跨越的底层基础设施革命正在全面引爆。 在中国台北Computex大会的第二天,AI定制芯片、光通信与数据中心互联龙头Marvell董事长兼CEO Matt Murphy发表主题演讲。 英伟达CEO黄仁勋作为特邀嘉宾惊喜现身,两位站在AI算力与网络互联顶端的掌舵人同台,将两家公司深度的战略绑定...
随着AI模型走向庞大的“智能体(Agent)”时代,数据中心的算力瓶颈正逐渐向“连接”转移,一场由铜缆向光纤跨越的底层基础设施革命正在全面引爆。 在中国台北Computex大会的第二天,AI定制芯片、光通信与数据中心互联龙头Marvell董事长兼CEO Matt Murphy发表主题演讲。 英伟达CEO黄仁勋作为特邀嘉宾惊喜现身,两位站在AI算力与网络互联顶端的掌舵人同台,将两家公司深度的战略绑定关系推向台前。 这场联合亮相迅速成为本届展会迄今为止最高光的时刻。 (Marvell CEO Matt Murphy与黄仁勋在Computex大会上同台对谈) 黄仁勋站定后用一句话定调全场:" 女士们、先生们,下一个万亿美元公司(The next trillion dollar company, ladies and gentlemen) "——他指的,正是Marvell。 现场掌声雷动。据华尔街见闻文章写道,这背后,是英伟达数月前宣布向Marvell战略投资 20亿美元 的深度绑定,也是两家公司在AI数据中心基础设施领域联合深耕的最新注脚。 伴随着前一季度财报的发布,市场正高度聚焦Marvell在AI超级计算周期中的受益程度。 对此,Murphy交出了一份令市场瞩目的答卷:十年前,Marvell数据中心业务营收占比不到10%,而上个季度,这一比例已超过75%且正以每年约40%的速度加速增长。 在这一业绩狂飙的背后,黄仁勋与Murphy在对谈中揭示了AI基础设施最核心的投资主线——当算力和内存的瓶颈被相继突破后,“连接”将定义系统的最终性能。两位CEO的核心共识是: AI基础设施的下一个决定性战场,不是算力,不是内存,而是连接(Connectivity)。 Marvell正处于这场革命的核心位置。 值得注意的是,Marvell股价夜盘大涨超16%。 算力尽头是连接:AI进入“有用阶段”,引爆基础设施互联需求 为什么连接在今天变得如此重要? Murphy在演讲中用一条清晰的逻辑链,解释了"连接"为何成为当前最关键的约束: AI基础设施的瓶颈依次出现,依次被突破—— 算力 (英伟达引领,成为全球首家市值达 5万亿美元 的公司)→ 内存 (内存领域近期已涌现出 三家新万亿美元市值公司 )→ 连接 (正在发生)。 "全球顶级超大规模云服务商正在重新规划其整体网络架构,他们意识到AI...
In late May and early June 2026, Nvidia’s launch of its RTX Spark AI PC superchip targeting Windows on Arm prompted concern about increased competition for Qualcomm’s Snapdragon X processors, just as Qualcomm introduced its Dragonfly AI data-center brand and highlighted broader AI ambitions. The contrast between Nvidia’s detailed PC roadmap and Qualcomm’s still-to-be-explained Dragonfly offering h...
In late May and early June 2026, Nvidia’s launch of its RTX Spark AI PC superchip targeting Windows on Arm prompted concern about increased competition for Qualcomm’s Snapdragon X processors, just as Qualcomm introduced its Dragonfly AI data-center brand and highlighted broader AI ambitions. The contrast between Nvidia’s detailed PC roadmap and Qualcomm’s still-to-be-explained Dragonfly offering has sharpened investor focus on whether Qualcomm can defend and extend its role in AI PCs and...