Broadcom (AVGO.O) said it has agreed with Apple (AAPL.O) to extend their chip partnership through 2031 to co-develop and supply a range of custom chips. Broadcom has long been a key supplier to Apple, providing custom RF components for iPhone, Wi‑Fi and Bluetooth connectivity chips and other networking semiconductors. Analysts estimate Apple accounts for a large share of Broadcom’s annual revenue and is a core contributor to its semiconductor business.

據當地媒體報道，底特律馬拉松煉油廠因停電實施受控燃氣排放作業。

China Merchants Securities says the recent sharp market adjustment following Meta's compute sale is a tactical move to lift ROIC in a high‑CapEx phase, not evidence of broad compute overcapacity. The firm views the industry as shifting from pure CapEx expansion into a ROIC‑verification stage; the pullback was amplified by prior outsized gains in generalized compute names and leveraged flows, creating a short‑term liquidity‑driven negative feedback loop. After the liquidity shock, the bank judges the AI structural trend intact: storage chip supply‑demand gaps remain, MLCC price increases persist, and indium phosphide shortages continue, supporting scope for a tech recovery. It also recommends selectively targeting mispricings between mid‑year earnings and share prices.