Amazon: Rapidly investing in the cloud, is the profit release period about to disappear again?ARM: Most of the future growth will come from royalties, not licensing revenue (Q3 FY25 conference call)ARM: AI helps achieve performance targets, high valuation remains a "sweet burden"Qualcomm: Achieve non-mobile business revenue of $22 billion by 2029 (1QFY25 conference call)"The Eye of the God" opens, BYD hits the daily limit in the afternoon; Xindong surges 16%, what news is there? | Today's important news reviewUber: How to View the Development and Impact of Autonomous DrivingDisney: Three-Year Outlook "Big Pie" Still Needs to Be Digested SlowlyQualcomm going upward？and is Apple's baseband going to "stir the pot"?Uber: FSD in a state of alarm, minor violations may lead to severe penalties?Google (Minutes): Cloud slowdown is due to insufficient investment, more investment is needed in the future!Google: $75 billion crazy investment in AI, big brother goes crazier than MetaGoogle and AMD's earnings reports disappoint, Tesla kicks off the new year's price war | Today's important news reviewAMD (Minutes): 1H25 data center business shows no quarter-on-quarter growthAMD: AI is trapped in a dilemma again.Spotify: The definite Netflix of the music industryPalantir（minutes）： hopes to become the cornerstone company of this AI revolutionPalantir: Beating down short sellers, the unattainable "AI faith"Intel（Minutes）: Achieve breakeven for foundry services by the end of 2027 (24Q4 conference call)Intel: Layoffs and cost reductions show results, but growth has become a "major challenge"?Apple（Minutes）: Continue to use a hybrid model to optimize costs and performanceApple: LLM "Slimming Down," Hardware Becomes the Final Winner?Microsoft（Minutes）: Current Investment vs Future Prospects is a Question All AI Players Need to Consider