News Archive

Every report the desk has filed, searchable by full text, topic, format, symbol and date range.

Filtering:0992.HK

AI Compute Demand Broadens Beyond GPUs as BofA Lifts Server CPU TAM Above $210 Billion

Bank of America's upgraded server silicon forecast, Lenovo's strong quarterly print and sympathetic gains in Dell and HP point to an AI capex cycle spreading from accelerators into mainstream infrastructure — even as bubble warnings intensify.

BofA raised its server CPU total addressable market to more than $210 billion, citing the rise of AI agents, while Lenovo's strong quarterly results lifted Dell and HP shares. Analysts argue Nvidia's customer-concentration bear case is weakening as demand diversifies, though skeptics point to financing structures such as AI compute ABS as evidence of late-cycle excess.

SPECIAL REPORTBULLISH13 Aug 2026

AI & Semiconductors Banking & FinanceNVDA DELL HPQ 0992.HK PAVE+1Read report →

AI Hardware Cycle Broadens as Lenovo Profits Surprise — But Credit Questions Shadow CoreWeave

Lenovo earnings soar past expectations on AI PCs, servers and services, while analysts flag shortening contract duration against a fixed debt stack at CoreWeave

Lenovo became the latest AI infrastructure beneficiary to blow past estimates, confirming that the build-out is spilling from chips into devices, servers and services. Simultaneously, scrutiny of CoreWeave's contract tenor versus its leverage highlights the financing fragility embedded in the neocloud layer of the same trade.

SPECIAL REPORT13 Aug 2026

Rates & Bonds Earnings AI & Semiconductors0992.HK CRWV CSU.TORead report →

Most covered symbols

GSPC NVDA TNX GOOGL BTC-USD IXIC MU AAPL CL=F TLT AMD BABA COIN CRWV GLD META MSFT NDX 000660.KS MSTR NBIS TSLA RKLB SNDK STOXX STOXX50E AMZN AVGO BRK.B BTC PLTR SMCI WMT XOM N225 BRK.A BZ=F DX-Y.NYB GC=F HOOD

Each chip opens the Research terminal for that symbol, where its archive coverage is listed alongside the fundamentals.