️Macro Alpha Analytics🫆

Shares of Lithium Miner Pop as U.S. Proposes Equity Stake - Barron's https://www.barrons.com/articles/lithium-americas-trump-equity-stake-067877b7

Cathie Wood buys Alibaba after four years in China comeback https://theedgemalaysia.com/node/771340

美光电话会：2025财年资本支出将大幅增长，继续集中在HBM上，先进制程供应紧张 https://wallstreetcn.com/articles/3756166#from=android

Change of Company Name - ETA GROUP BERHAD | https://www.klsescreener.com/v2/announcements/view/10401209

24/09/25 今天破52周新高的股票： 1. XOXTECH 2. ECOSHOP 3. L&G 4. 99SMART 5. CBHB 6. KSL 7. FFB 8. PMETAL 9. KOPI 10. CLITE 11. EMCC 12. PESONA 13. SCOPE 14. KGB 15. LFG 16. ASIAPLY 17. BNASTRA 18. PAVREIT 19. EDEN 20. MI 21. SCGBHD 22. WTK 23. MNHLDG 24. RADIUM 25. MCEMENT 26. SPRITZER 27. CAB 28. PLENITU 29. MHC

美国股市狂飙不止 华尔街频繁上调目标仍追不及 自年初市场从回调中反弹以来，卖方策略师不断地上调股市目标，但却总是低估了这轮涨势的力度。 https://www.sinchew.com.my/?p=6890154

阿里巴巴股价大涨逾7%，创下自2021年10月以来新高 阿里巴巴宣布推出 Qwen3-Max ， 迄今为止最大、最强大的模型。 继 Qwen3-2507 系列发布后，Qwen3-Max 的问世备受瞩目。

"Palantir stock rises after Boeing defense partnership announced" https://www.investing.com/news/stock-market-news/palantir-stock-rises-after-boeing-defense-partnership-announced-93CH-4251923

https://theedgemalaysia.com/node/770507 Farm%20Fresh%20reaps%20nearly%20RM900%20mil%20in%20gains%20for%20Khazanah

$MU Micron Q4 FY25 (August quarter). • Revenue +46% Y/Y to $11.3B ($0.2B beat). • Non-GAAP EPS $3.03 ($0.17 beat). Q1 FY26 guidance: • Revenue ~$12.5 ($0.7B beat). • Non-GAAP EPS ~$3.75 ($0.71 beat).

Oppenheimer maintained Applovin (NASDAQ: APP) at ’outperform’ with a price target of $740.00 from a prior price target of $500.00.

Microsoft announced it has successfully tested a microfluidic cooling system that removes heat up to three times more effectively than cold plates currently used in datacenters. The technology involves etching tiny channels directly onto silicon chips to allow cooling liquid to flow onto the chip surface. The system reduced maximum temperature rise in GPU silicon by 65 percent during testing, according to the company. Microsoft used artificial intelligence to identify heat signatures on chips and direct coolant with greater precision. "Microfluidics would allow for more power-dense designs that will enable more features that customers care about and give better performance in a smaller amount of space," said Judy Priest, corporate vice president and chief technical officer of Cloud Operations and Innovation at Microsoft.

【VRT重挫7%🔻】 微软宣布成功测试新一代微流体冷却技术(microfluidic cooling system)，可比现有冷板方案提升至3倍散热效率，并直接在芯片内部导流降温。测试显示GPU最高温升降低65%，有望大幅节能降本。 市场担忧作为数据中心冷却方案主要供应商 Vertiv（VRT）其业务受威胁，股价应声下跌。