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The “Magnificent 7” of the U.S. stock market—Microsoft, Amazon, Alphabet, and Meta—opened their earnings simultaneously early this morning (the 30th). All four tech giants delivered beats across their Q1 reports, with their cloud and AI businesses shining; however, the high AI capital expenditures (CapEx) also heightened investors’ sensitivity. Meta, in particular, saw its stock price fall after-hours after raising its full-year spending guidance. The market focus has shifted from “who is developing AI” to “when will AI be able to make money.”
(Recap: The “Magnificent 7” reveal in U.S. stocks today! Microsoft, Google, Meta, Amazon earnings reports—AI CapEx moves TSMC’s trend)
(Background: Bitcoin’s showdown this week with the FOMC meeting and tech earnings! QCP: If BTC breaks through $82k)

The semiconductor giant is truly back! Building on the incredible momentum from its Q1 earnings, Intel (NASDAQ: INTC) surged nearly 9% again during today’s trading, sending the stock price over the $90 mark in one move, hitting a high of $92, and lifting its market capitalization beyond $460 billion. Fueled by the CPU demand driven by Agentic AI and new customers moving in such as Tesla, Intel has already doubled in value in April alone this year—rising more than 120%—completely shaking off its “laggard” label and becoming Wall Street’s hottest AI infrastructure dark horse.
(Background: Intel and Apple restart the “chip meeting,” and does Apple abandon the M-series chips to return to Intel’s Core Ultra?)

Mayo Clinic research team developed an AI model called Redmod, claiming it can identify subtle changes undetectable by the human eye from routine CT scans an average of 475 days before pancreatic cancer diagnosis. The study shows an overall AI detection rate of 73%, compared to 39% for radiologists; for scans taken more than two years prior, the gap widens to 68% versus 23%.
(Background summary: AI "cancer screening" accuracy reaches 98%! Cambridge research shows that just DNA can accelerate early diagnosis and treatment)
(Additional background: Anthropic invests $400 million to acquire AI biotech startup Coefficient Bio, directly competing with OpenAI)
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475 days of window
AI saw it, doctors did not
The premise of doubling survival rates

British Columbia, Canada, Tumbler Ridge, caused 8 deaths in a shooting incident this February.
It was later revealed that OpenAI had banned the shooter Rootselaar's ChatGPT account 8 months prior to the incident due to "gun violence-related scenarios," but did not report to the police citing "not meeting the immediate threat threshold."
OpenAI CEO Sam Altman issued an apology in a letter last week.
(Background summary: Elon Musk sues OpenAI in court: requesting to revoke the transition to a profit company, remove Altman, and seek $134 billion in damages)
(Additional background: OpenAI releases the five major charters of AGI: AI

On April 28th, at the Sovereign Wealth Fund Annual Meeting in Oslo, Norway, JPMorgan Chase CEO Jamie Dimon issued a public warning: more than 1,000 credit institutions have been aggressively growing in an environment that has never experienced a recession. Once a credit storm hits, losses will be "more severe than market expectations." He straightforwardly stated that the market, which has reached a scale of $1.7 trillion, is not problematic because of its size, but because no one knows where the landmines are buried.
(Background: JPMorgan Chase: 99% of clients are more concerned about "RWA real asset tokenization" than cryptocurrencies)
(Additional context: RWA can't be trusted? Goldfinch lending has failed twice, losing $12 million)
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More than 1,000 institutions, not all of them are geniuses
The core weakness of this market: never been tested

The Financial Times of the UK, in an exclusive confirmed by Bloomberg on April 29: Employees at the Hong Kong branch of Goldman Sachs have lost access to Claude for weeks, after Goldman Sachs—following consultations with Anthropic—adopted a strict contractual interpretation, which confirmed that employees in Hong Kong are not allowed to use any Anthropic products. An Anthropic spokesperson also publicly said for the first time that the Claude model “has never been officially supported in Hong Kong.” This is not only an IT policy change at a single bank—it reveals the service boundaries of AI providers amid US-China geopolitical tensions, and the toolchains used by foreign financial institutions (including crypto business units) in Hong Kong are quietly shrinking.
(Background: Anthropic Mythos was so overwhelming that it triggered an emergency meeting—Bessent and Powell summoned Citibank, Goldman Sachs, Bank of America, and JPMorgan Chase, as the five major banks focused on financial risk)
(Additional background: An

Tether announced on 4/29 a BTC faucet activity. Users can download tether.wallet, reply to a tweet and tag an account, to claim a small amount of BTC via the Lightning Network—this is Tether’s first proactive airdrop of Bitcoin instead of USDT. Behind it is the self-custody wallet ecosystem that officially launched on 4/14 and has already reached 570 million users worldwide, along with Tether’s stash of 97,000 BTC and an unrealized profit of 2.1 billion USD.
(Background recap: Tether launched the official self-custody wallet tether.wallet! Focused on no gas fees, email-style addresses, embracing 570 million global users)
(Additional background: Tether pours another 70 million USD into buying 951 BTC! Total

North Korea is currently estimated to possess about 50 nuclear warheads, with an annual production capacity of up to 20 more. Bloomberg warns that the Ground-Based Midcourse Defense (GMD) system, built at a cost of $65 billion by the United States, is only equipped with 44 interceptors, and given North Korea's mobilization of intercontinental ballistic missiles, this defense line may already be at a critical edge.
(Background: North Korean hackers broke records in 2025 by stealing $2.02 billion in cryptocurrency, with a money laundering cycle of about 45 days)
(Additional context: Trump continues to promote positive news: Iran is clearing mines, and has issued a strict order "to prohibit Israel from bombing Lebanon")
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44 interceptors versus 48 launchers
Nuclear facility expansion: Second uranium enrichment plant in Yongbyon
Russia alliance: Exchanging combat data for new income
Analyst: North Korea no longer retreats easily
Gol

OpenAI explicitly prohibits the model from mentioning goblins and trolls in the system prompt of the Codex CLI, due to GPT-5.5 experiencing personality drift under the OpenClaw proxy framework, where programming errors were called "goblins," sparking a series of meme discussions.
(Background summary: OpenAI's new engineer proxy agent Codex! AI can write functions, fix bugs, run tests... limited to 3 types of users for early access)
(Additional background: Major upgrade to OpenAI Codex: backend control of Mac, built-in browser, image generation, launching 111 new plugins)
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A line of rules exposed from a GitHub repository
The proxy framework causes the model's personality to drift
The explicit ban reflects real issues with alignment
Ope

Taylor Swift’s licensing management company has filed three trademark applications with the United States Patent and Trademark Office, aiming to protect her own voice and stage image. At present, copyright law has a structural gap when it comes to AI voice imitation, and trademark law may be the closest effective tool to fill that gap.
(Background: How will gambling and prediction markets destroy the world? The darkest parts are still to come.)
(Additional context: Trump has released the “National AI Legislative Framework”! Pushing for a single federal regulation to strongly safeguard American AI dominance.)
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- The structural gap in copyright law
- Legal doubts: Would this audio clip qualify as a trademark?
- The legislative gap and the mismatch with platform tools
Copyright law protects songs, but not the voice itself—this legal loophole means AI voice imitation cannot be meaningfully pursued for now. Taylor Swift’s team

Amazon officially launches the "Join the Chat" feature this month, allowing users to ask questions to AI via text or voice directly on product pages, and receive conversational voice responses based on product features and user reviews, becoming the latest step in Amazon AI shopping.
(Background: Amazon plans to spend $9 billion to acquire satellite company Globalstar to challenge Starlink, with major shareholder Apple as a key variable)
(Additional background: Y Combinator startup guide interpretation: What are the future development trends of AI Agents?)
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How does voice Q&A work? Not just a voice version of search
After Rufus: The fifth piece of the AI shopping matrix
Closed ecosystem

Japan Airlines (JAL) will conduct a live pilot test for humanoid robots at Tokyo Haneda Airport in May. The cargo-container handling will be carried out by Unitree G1 and UBTECH Walker E, and the testing is scheduled to continue through 2028. The long-term goals include cabin cleaning and operating ground-service equipment, to ease pressure from labor shortages brought on by the surge in visitors traveling to Japan.
(Background: The robot industry vision—how automation, artificial intelligence, and Web3 are converging and evolving)
(Extra background: I surrender; AI robots win)
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- What are we testing, and how?
- Why choose humanoid robots instead of other machines?
- How far is the commercialization of humanoid robots?
Two humanoid robots, standing about 1.3 meters tall and weighing 35 kilograms, are about to transport cargo containers on the apron at Tokyo Haneda Airport.

Anthropic launches 9 Claude creative software connectors, enabling integration with Adobe Creative Cloud (50+ tools), Blender, Ableton, and other platforms, allowing Claude to directly handle image, video, 3D scene, and music production issues within creative tools.
(Previous context: Anthropic introduces Claude Managed Agents: connecting AI agent infrastructure for rent at $0.08/hour, significantly reducing development time)
(Additional background: OpenAI announces major news: opening Agents SDK support for MCP, connecting everything and taking a key step forward).
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9 connectors covering audio-visual, 3D, music, and design

Google has officially signed a nearly $200 million AI military contract with the U.S. Department of Defense, allowing the Pentagon to access Google's commercial models via API for "legitimate government purposes."
Over 600 Google employees, including DeepMind researchers, signed an open letter demanding CEO Pichai reject the deal, but ultimately the outcome did not change.
(Previous context: 600 Google employees jointly protested: Reject Gemini from entering Pentagon's classified military networks)
(Additional background: Trump hints that the Department of Defense is very likely to be with

The descendants of Samsung founder Lee Kun-hee's family have increased their total wealth from approximately $20.1 billion a year ago to $45.5 billion before the deadline to pay a total inheritance tax of up to 12 trillion Korean won, ranking as the third wealthiest family in Asia. The driving force comes from

Is Trump’s family dividing retail investors and retail traders? Or is it mainstream media political persecution? Forbes published a harsh critique claiming Eric Trump’s Bitcoin mining company American Bitcoin (ABTC) caused investors to lose 500 million dollars.
Eric Trump immediately responded angrily on social media, showcasing hardcore operational data of "holding over 7,000 BTC, the 16th largest publicly traded Bitcoin company in the world," and directly pointed out that Forbes is controlled by Chinese capital, and the entire report is just a political weapon to attack Trump’s family.
(Background: Sun Yuchen mocked WLFI after being sued by Eric Trump: this lawsuit is more absurd than "spending 6 million dollars on a banana taped to a wall")
(Additional background: Trump’s son’s Bitcoin mining company American Bitcoin new)

No brainpower needed to read minds! Brain-Computer Interface (BCI) startup Neurable announces it will open its AI brainwave sensing technology licensing to consumer-grade wearable brands. Unlike Elon Musk's Neuralink, Neurable focuses on a "non-invasive" design, where users only need to wear a special headset or hat, and the device can read brain activity through EEG sensors. The company has just completed a $35 million Series A funding round, with the CEO boldly declaring: in the future, brainwave monitoring will become as ubiquitous as smartwatches measuring heart rate!
(Previous summary: Elon Musk: Neuralink's first trial user "nearly fully recovered"! Can control mouse cursor with thoughts)
(Additional background: Musk's Neuralink launch event shocks: seven people have implanted brain-computer interfaces that change lives, the next step is to end blindness, with an ultra-cool roadmap revealed)
This article

Market rumors suggest that Apple is officially planning to use "Ultra" as the highest-tier brand name across product lines.
This model will be available on both foldable iPhones and new MacBooks.
The foldable iPhone is rumored to feature a 7.76-inch internal screen, TSMC's 2nm A20 Pro chip, side Touch ID, with a starting price above $2,000;
The MacBook Ultra may become the first touch-screen Mac laptop, equipped with a mesh network.
(Background recap: Micron era is here: Melius's initial buy rating at $700, SanDisk split and soared nearly 30 times in 14 months)
(Additional background: NVIDIA's stock price hits a record high with a market cap over $5 trillion: investing less than $5B in Intel, it doubled in less than a year)

Morgan Stanley notes that although the rate at which AI spreads is far faster than any historical technological revolution, the labor market is still showing unusually strong stability—AI is currently acting more like an enhancer rather than a replacement.
(Background: Who said AI coins are FET? In the real machine economy, the winner is actually USDC.)
(Additional context: Morgan Stanley: Trade wars could cause tech stocks such as TSMC to plunge by 20%, suggesting you take profits before the move.)
In his latest research, Seth B. Carpenter, Morgan Stanley’s chief economist, delivers a clear wake-up call amid the collective anxiety currently shrouding AI-related topics. He frames artificial intelligence as the sixth wave of major innovation—after mechanization, electrification, mass production, automation, and the IT revolution—and points to a key contradiction: the speed at which AI spreads far exceeds that of any previous technological revolution in history, yet labor-market indicators in major global economies are showing

Intellectual Property and Commercial Court issues first-instance ruling on TSMC 2nm process leak case, with the mastermind Chen Liming sentenced to 10 years in prison, and the other four defendants sentenced to 2 to 6 years each.
(This is the first case after the amendment of the relevant articles of the National Security Law concerning the theft of core national key technologies.)
(Background summary: I got the "TSMC better mood, the worse I feel"... Engineer's mental torment before resignation, netizens: If you don't step down, everyone will be gone.)
(Additional background: Financial Supervisory Commission launches the "TSMC Clause"! TSMC stock fund single shareholding limit relaxed to 25%, with over 200 billion in fresh funds pouring in.)
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How the mastermind organized the leak
Details of sentencing for each defendant
Tokyo Power Company: Reconciliation for probation
Both parties declare
First judgment after the amendment of the National Security Law
Intellectual Property and Commercial Court in April