Hikvision: Cutting Jobs and Costs—Trapped in a Bottomless Hole?Roblox (Minutes): Incentive video ads have been launched, and adoption rate continues to growReddit (Minutes): Core search weekly users have reached 70 millionClinging tightly to Google's coattails, Reddit is racing down the path of commercialization.Meituan, Taobao Flash Sale, and JD.com collectively speak out; Can ONVO L90 reverse NIO??Nio (Minutes): Surge of 8cm, has ONVO L90 successfully reversed Nio?Coinbase (Minutes): New Business Flourishing in Multiple Lines—Payments, DEX, CAS...Amazon (Minutes): The Capex investment intensity in the second half of the year can refer to 2QApple (Minutes): The growth in capital expenditure is primarily driven by AI-related investments.Coinbase: Dismal Performance, Hard to Extinguish the 'On-Chain Fire'AWS shows no improvement, retail has concerns, does Amazon need to crouch before it can leap?Apple: AI Struggles, Still Relying on iPhone to Save the DayRoblox: A Blockbuster Assist, Returning to the Ecosystem BreakthroughQualcomm (Minutes): Growth opportunities in automotive and IoT far exceed revenue from AppleRobinhood Minutes: 'Competitors launch new products with much thunder but little rain, so we are not worried about competition.'Qualcomm: Smartphone Risks Under the Surface; Can AI’s Pie-in-the-Sky Ever Fill the Gap?NVIDIA Interviewed Over Security Concerns; JD.com Expands "Hourly Delivery" in EuropeARM (Minutes): The company is evaluating the feasibility of entering the 'physical chip' market.Microsoft (Minutes): 1Q capital expenditure $30 billion, full-year expenditure higher in the first half and lower in the second halfRobinhood: Stock tokens have a promising future, will the retail king be invincible?CATL (2Q25 Minutes): The growth of new energy vehicles in Europe continues, and local production capacity is gradually being released.ARM: With the “Chip Tax” Boosting the Scene, Even Money-Soaked Orders Are “A Little Cold”Meta (Minutes): Investing in AI without hesitation, planning to invest 100 billion next yearCATL: Price Battle, Can The King Break Through the Domestic Internal Competition Dilemma?Azure's Growth Unlimited? Microsoft Deserves the Title of AI Leader