SG Morning Brief | Dow Surges 875 Points to Record as Market Rotates Out of Chips; Payrolls TonightGrand Client Roadshows and Unanimously Bullish Research Reports—Wall Street Goes "All Out" to Build Momentum for SpaceX IPONew Quarter Redemption Window, New Wave of Panic – US "Private Credit Crisis" ResurgesFurther Delays: Meta Continues to Struggle in the "AI Quagmire"早餐 | 美股科技、芯片遭抛售，资金轮动带领道指创新高！Google is quietly laying off employees in its cloud divisionBreakfast | June 5, 2026Reminder: Key Focus for Intraday Trading (All times in Beijing Time)Do High Expectations Crush Optical Communication Star? Ciena’s Last Quarter Earnings Beat Was Strong, Full-Year Guidance Raised, Yet Stock Still Fell Over 10% | Earnings InsightsQuantum Computing Giant Quantinuum Opens 13% Higher on Debut, Ultimately Closing with a Slight 0.6% GainOn June 5th, the top 20 trading volumes in the US stock market: Broadcom's financial forecast is mediocre, and the stock price fell by 12.6%Federal Reserve Officials: The Choice Is Between Patience and Rate Hikes; Inflation Is the Top Economic Risk, While AI Has No Current ImpactAmazon Prime officially launches in South Africa, continuing the expansion of its e-commerce footprintGoldman Sachs: SpaceX Capital Expenditure Expected to Reach $360 Billion by 2028Arm Stock Nearly Doubles in Weeks, Forward Price-To-Earnings Reaches 170x, Joining Ranks of Highest-Valued StocksBernstein: Netflix's stock price is expected to rise by 60% in the next 2 to 3 years, with a solid growth foundation for the companyIs the 'Monster' of the Treasury Market Returning? Wall Street Warns: Mortgage Hedging Wave Could Amplify Long-Term Bond Volatility"Wood Sister" Cathie Wood significantly increased her holdings, with her four funds under Alphabet, the parent company of Google, collectively purchasing over 260,000 sharesGAC Group Shifts Gears: Own Brands Surge 30% Year-on-Year in MayPinterest deepens its cooperation with Amazon through a $4 billion cloud services agreementPalantir lands on Google Cloud Marketplace: breaking down data barriers between BigQuery and FoundryAmazon's AI expansion faces internal and external pressure: Engineers publicly call for a halt to data center constructionIntel adds another AI infrastructure partner: collaborates with Hon Hai Precision Industry Co., Ltd. to create rack-level AI systemsAmazon launches AI-driven warehouse robots to advance its logistics expansion in Europe with €10 billionPalantir announces multiple major AI collaborations: partnering with Google to break down data barriers and accelerate penetration into the construction, insurance, and legal services industriesApple: The ecosystem scale of Apple Store surpasses $1.4 trillionBernstein: Memory Prices to Enter Primary Uptrend in Q2Tesla expands Austin Robotaxi service area: fleet without safety drivers covers the entire metropolitan areaU.S. Stock Market Preview | Three major index futures mixed, Broadcom's guidance falls short of expectations, dragging NASDAQ futures down over 1% in pre-market tradingThe Thai Consumer Council announced it will sue Meta, accusing it of allowing online fraud and inaction微软 CEO 深度访谈：过度依赖 OpenAI 曾让公司陷入被动，软件 “未死” 但传统 SaaS 已到转折点Chat, Plan, and Execute Autonomously! Amazon Unveils New Generation of AI Warehouse RobotsOn June 4th, Li Auto-W spent HKD 108 million to repurchase 1.8857 million sharesNVIDIA spent no less than $400 million to acquire enterprise-level large model manufacturer Kumo AIOn June 4th, Tencent spent HKD 501 million to repurchase 1.091 million sharesSingle-Day Plunge of Over 10%: Is the Cost of SoftBank's Heavy Bet on OpenAI Beginning to Show?Meta plans to launch the Hatch smart AI assistant, with a high-end subscription monthly fee potentially reaching $200MEITUAN-W recommends electing Yao Jianhua as an independent non-executive directorMajor Shift in the Role of Cloud Giants: From Computing Power Providers to AI Distribution HubsBroadcom Q2: Google's "New Favorite" Is a Disturbance; $29.4 Billion Q3 Guidance and Orders Backlogged to 2028 Are the Core FoundationCorporate AI Bills Spiral Out of Control: Uber Tech Burns Through Annual Budget in Months, One Company Accidentally Incurs $500 Million in Single MonthBroadcom's AI Guidance 'Not Explosive Enough' Triggers Sell-Off, But Wall Street Cries Foul: The Real Surge Comes After 2027SpaceX sets Jun 12 Nasdaq debut; WeChat A2A enables mobile AI interop | Daily News RecapHSBC: Three Major Signals for a Bearish Turn