The Development Dilemma of Apple's Artificial IntelligenceIt is reported that Alibaba, JD.com, and Meituan are competing to acquire Pupu Supermarket, with a valuation potentially reaching 5 billion USDBond Market Begins to Spook US Equities! Goldman Sachs Top Trader Unveils "Simplified Market Direction Framework"Goldman Sachs CEO: Concerns That AI Will Trigger Mass Unemployment Are "Overstated"Hang Seng Index opens up 0.06%, Hang Seng TECH Index rises 1.9%BlackRock Fund Manager: The Case for a Fed Interest Rate Cut Is "Already Sufficient"SG Morning Brief | Futures Surge Above 7,500 on Iran Deal Hopes, STI Hits 52-Week HighFollowing DR Congo and Zimbabwe's Restrictions on Cobalt and Lithium Exports, Guinea, the 'World's Largest Bauxite Producer', Plans to Announce Export Controls in JuneOn May 22nd, Li Auto-W spent USD 10.2647 million to repurchase 1.3 million sharesOvernight news on May 26: WTI and Brent crude oil prices fell sharply, the U.S. and Iran reached an understanding on asset unfreezing issues, Ferrari launched its first all-electric vehicle, and the EU plans to fine GoogleThe European Union plans to impose a fine of hundreds of millions of euros on GoogleIn just a few minutes, the security protection mechanism of the AI models from Meta and Google has been breached and removedSamsung Completes 900-Layer V-NAND Prototype Testing, Poised to Reshape Flash Memory Competitive LandscapeFollow Retail Investors! Goldman Sachs: Local Retail Investors Underpin Current Asian Equity RallyThe IPO boom of U.S. banks continues as regional bank First Carolina rushes to the New York Stock ExchangeSamsung Internal Rifts Deepen as Non-Chip Union Files for Injunction to Block VoteEarnings Preview | The Shadow of "AI Disruption" Lingers! After a Halving of Stock Price, Salesforce Faces a Major Earnings TestReportedly, Samsung's non-chip division union seeks injunction to block vote on wage agreementJD.com Eyes Veteran UK Online Retailer The Very Group in Renewed Expansion PushNomura: The outlook for NetEase's gaming business appears robustAzure Roars, Copilot Accelerates: Market Concerns Over Microsoft's AI Spending Should Be Put to Rest"The Anchor of Global Asset Pricing" is no longer asleep! The Federal Reserve's "Warsh Era" begins, reshaping the yield curve and the narrative of the "AI Bull Market."This week's outlook: The US-Iran agreement faces new uncertainties, and April's core PCE may see the largest increase in over two years. Can US stocks overcome the dual challenges of "inflation + geopolitics" after eight consecutive gains?Core member of Trump's economic "think tank," Hassett: Oil prices will drop significantly after the peace agreement is reached, and the Federal Reserve's interest rate cut window will reopenTrading Reminder: U.S. stock markets will be closed on Monday in observance of Memorial DaySG Morning Brief | S&P Posts Eight-Week Win Streak, Dow Hits Record; US Markets Closed TodayTrump Says US-Iran Deal Largely Agreed, Oil Prices Tumble as US Stock Futures and Gold RallyCITIC Construction Investment: NVIDIA FY27Q1 performance exceeds market expectations, optimistic about the AI industry chain and computing network constructionBreakfast | May 25, 2026Reminder: Key intraday events to monitor (all times in Beijing Time)ZhaoYin International: NVIDIA is transforming into a full-stack AI factory platform, with beneficiaries of global AI capital expenditure expansion including InnoluxJPMorgan CEO Dimon Acknowledges: AI Will Ultimately Reduce Banking JobsDingDong Awaits Integration into Meituan as Front Warehouses Continue to Drive GrowthGoogle appeals the search monopoly ruling, claiming to have "won fairly"Is a "systemic change" coming to the Federal Reserve? Waller may reshape the $6.8 trillion balance sheet, and the market worries about the end of the "Federal Reserve put option" eraQualcomm Surges 12% to All-Time High as AI Terminal Device Wave Reshapes ValuationFed: No Compliance Deficiencies Found in Wall Street Banks' Living WillsSA Analyst Rating Adjustments: NVIDIA and Meta Rated Bullish, GoodRx DowngradedIt is reported that Apple, Sony, and Netflix are the most likely buyers of IMAX, analysts say that PE can avoid platform conflictsBessent Addresses Possibility of Rate Cuts by Warsh, Says: He Will Do the Right ThingContrarian Sell Signal Triggered! Bank of America: US Stocks Exhibit Typical Signs of Peaking EuphoriaTraders fully price in expectations of a 25 basis point Fed rate hike this year as U.S. Treasuries and gold extend lossesGoogle and Blackstone join forces to create a new AI cloud powerhouse, investing $25 billion in the TPU ecosystemFed Governor Waller Turns Hawkish! Says Odds of Future Rate Hikes and Cuts Are Now "50-50"NVIDIA collaborates with Microsoft and Kawasaki Heavy Industries to jointly promote the implementation of physical AITesla recalls 14,575 Model Y vehicles in the U.S.: due to missing weight certification labelsApple appeals to the Supreme Court in the Epic Games case, with App Store payment rules still unresolvedDr. Lisa Su: CPU demand far exceeds expectations, AMD accelerates chip production capacity in Taiwan