美国总统特朗普：（关于伊朗）正在与真心想达成协议的人打交道。

‍DEAL WOULD INVOLVE IRAN COMMITTING TO A MORATORIUM ON NUCLEAR ENRICHMENT AND U.S. AGREEING TO LIFT ITS SANCTIONS AND RELEASE BILLIONS IN FROZEN IRANIAN FUNDS - AXIOS​

This earnings season has been positive for AI, yet investors have been selling Nvidia Corp. shares. Nvidia, whose GPUs dominate AI chips, has fallen 9% over six sessions after hitting a record on April 27, underperforming the Philadelphia semiconductor index, which rose over 5%. Concerns are rising that its dominance is under threat as major tech firms expand in-house and rival chip offerings. Alphabet is commercializing TPUs, Amazon’s Trainium has over $225 billion in commitments, Meta is investing heavily, while Intel and Qualcomm are gaining data center traction. Bill Stone of Glenview Trust noted near-100% market share leaves only downside risk as credible competitors emerge.