Barclays Q1 Profit Beats Expectations at £8.16B, Equities and Investment Banking Outperform

French Listed Company Capital B Adds 6 Bitcoin to Holdings, Total Position Reaches 2,943 BTC

Gate News message, April 28 — French listed company Capital B increased its Bitcoin holdings by 6 BTC, bringing its total position to 2,943 BTC, according to BitcoinTreasuries.NET. The company now ranks 25th on the Bitcoin holdings leaderboard among major

Global Markets Rally Amid Geopolitical Turmoil as Capital Shifts to "Security-Driven Growth" Strategy

Gate News message, April 28 — According to Reuters columnist Mike Dolan, global markets continue to rally despite escalating geopolitical conflicts, not because investors are ignoring risk, but because markets are abandoning traditional globalization logic in favor of a new "security-driven

South Korea Launches Trade Security Talks with Semiconductor, AI, and Quantum Firms

Gate News message, April 28 — South Korea's industry ministry held its first public-private trade security dialogue with executives from 10 semiconductor, AI, and quantum companies to address export controls and supply chain regulations. The meeting focused on U.S. semiconductor export control

Intel raises prices twice and delays deliveries; MediaTek and Supermicro seize CPU market share in the wake of it

AI-driven demand spikes CPU requirements, and due to insufficient production capacity, Intel prioritizes supplying Xeon, causing delayed delivery times and price increases for mid-to-low-end and Chromebook devices. MediaTek and AMD quickly fill the gap in the laptop/desktop/Chromebook market, reshaping the market-share landscape. AMD, NVIDIA, and Arm also accelerate the expansion of server CPUs; meanwhile, Intel increases capital expenditures to expand production, with expectations that both 2026 revenue and growth will reach double digits.

Tesla registers 300 million shares of equity, Musk’s stake rises back to 20%, and the world’s richest person’s wealth adds another $1 billion

According to information submitted to the SEC, under Tesla’s 2018 CEO performance incentive plan, it issued about 300 million shares of common stock as stock options, with a service-oriented forfeiture condition that requires continued employment. Musk benefited from holdings of about 717 million shares, or 20.3%, but his voting power is limited by a voting rights agreement, which decouples economic rights from voting rights. If fully exercised at $23.34, the theoretical gain would reach $108 billion. This figure has not yet included his current share value of $649 billion.

Semiconductors are dominating; the market value of the Korean stock market surpasses the United Kingdom; Taiwan has the highest weight among emerging markets, ahead of China.

AI hardware demand is driving a global reshuffling of capital, with rapid expansion in South Korean and Taiwanese stock markets. Korea’s market capitalization of $4.04 trillion surpasses the UK to become the 8th-largest; Taiwan’s $4.48 trillion also surpasses the UK and, for the first time, exceeds China in MSCI emerging-markets weighting. Samsung and SK hynix are lifting the Kospi, supported by policy measures and strong foreign-investor sentiment; TSMC’s terms are relaxed to 25%, and the Taiwan index is pushed higher.