Has OpenAI's 'WeWork Moment' Arrived? Gary Marcus Warns: Price War Is Destroying AI MoatsGold Enters Bear Market for the First Time in Four Years, Betraying All Who Believed in ItResponding to SemiAnalysis? NVIDIA Posts Video of First CPO Switch DeploymentsGoldman Sachs: Expects JD.com-SW's performance to recover in the second half of the year, maintains "Buy" ratingTrump's Blunt "I Love Inflation" Remark Sparks Outrage! House Democratic Leader: We Finally Found Out What Donald Trump Loves Besides HimselfETF Daily (06.11) | U.S. Treasury yields soar, raising the opportunity cost of holding gold, gold ETFs continue to weakenUS CPI released, stocks slump; regulators crack down on cutthroat low-price wars at the top five e-commerce platforms | Daily News RecapSpaceX IPO Countdown: Missing It Equals Missing NVIDIA in 2009? Wall Street Faces a DilemmaSF Holding's Early-Stage Incubated Retail Vending Business Is Set for IPOMing-Chi Kuo: TSMC CoPoS Expected to Enter Mass Production in H2 2028, NVIDIA's Latest AI Chips Likely to Be First AdoptersUnderstanding the Market | INGDAN surged over 8% in the late trading session, with its stock price doubling since early May, recently welcoming the Aito IPO and the NVIDIA conference as catalystsLeaking Data on Two-Thirds of Population? South Korea's "Amazon" Hit with Heavy FineU.S. Government Allocates $2 Billion to Support Quantum Computing: Why Is Google Absent?Understanding the Market | VGT rises over 5%, Morgan Stanley optimistic about its direct benefits from NVIDIA's platform upgrade cycleSoftBank's Attempt to Borrow Against OpenAI Collateral Hits Another Wall, Market Begins to Question Its SolvencyWedbush analyst: Remains optimistic about NVIDIA as product demand exceeds expectationsBearish Sentiment on Gold Intensifies! Traders Bet on Another 40% Drop Over the Next Two YearsGoldman Sachs: Expects Alibaba-W to improve profits in the second half of the year, maintains "Buy" ratingReport: SK Hynix Makes Rare Move to Raise Equipment Procurement Prices as Multiple Suppliers Request Price HikesMorgan Stanley: Apple's artificial intelligence innovations may trigger a wave of device upgradesGoldman Sachs: Tencent's valuation has bottomed out, maintaining a "Buy" rating with a target price of HKD 700Following Jensen Huang! OpenAI CEO to Visit South Korea Next Week, Potentially Discussing AI CooperationSchroders Investment: With Waller at the helm, the Federal Reserve is ready to ease in the face of headwinds, which may directly impact traditional fixed incomeOracle Without a Plan B: A High-Stakes Gamble on Computing Power to Challenge AWSOracle (Trans): 2027 capex exceeds 90bn, with one-quarter covered by prepaymentsORCL plunge? AI infra can't offset a core flaw — high interest costs, heavy debt + a sluggish software biz.ETF fluctuations | Gold ETF declines again as U.S. May CPI rises above 4%, institutions indicate that the market's pricing for Federal Reserve rate cuts has essentially returned to zeroWall Street Debates 'Tokenomics': Are AI Bills Spiraling Out of Control?Canada plans to introduce a "Youth Social Media Ban," posing a risk of a complete shutdown for Meta and XUnderstanding the Market | Gold stocks continue to be under pressure, high US CPI means inflationary pressures are still hard to ignore, and the geopolitical situation in the Middle East continues to deteriorateMicrosoft prioritizes capital towards AI computing as the new CEO of Xbox initiates a restructuring of the "Microsoft gaming empire."Report: As NVIDIA Rubin Ramps Up, Cloud Giants Have Booked All Long-Term Contracts for 2027, Memory Shortage to Extend into 2028SG Morning Brief | Dow Plunges 953 Points on CPI Three-Year High and Resumed Iran StrikesStrikingly Similar! Another "Data Center Halt" News Sparks a New Round of Adjustments in US AI Stocks?However You View SpaceX's Valuation, Fund Managers May Be "Forced to Buy"Apollo President Apologizes to Lawyers, Auditors, and Consultants in Attendance: You Will Face Significant Pressure from AIChanos Questions SpaceX Valuation: $19 Billion in Revenue, Nearly $2 Trillion Valuation—This Is a 'PS Ratio of Dreams'!甲骨文电话会：RPO 狂飙 363% 创纪录，资本开支指引超预期，CEO 直言 “我的工作就是想办法更快地花钱”Breakfast | June 11, 2026Economic Daily: China's May Price "Scissors Gap" Widens; Experts Say There Is Room to Strengthen Consumption-Boosting Policies早餐 | 科技股抛售持续打压美股，超微电脑大跌 28%Morgan Stanley: U.S. stock market liquidity is unafraid of the "indigestion" from the super IPO wave, the 60/40 rule is exiting the historical stageReminder: Key Focus for Intraday Trading (All Times in Beijing Time)Overnight U.S. Stocks | U.S. May CPI Returns to "4" Range, Hits Three-Year High, Three Major Indices Plunge, Spot Gold Falls Below $4,100Earnings Call: Oracle Forecasts $70 Billion in Net Capital Expenditures for Fiscal Year 2027On June 11th, the top 20 trading volumes in the US stock market: Super Micro Computer plans to conduct a $7 billion equity financing, and its stock price plummeted by about 30%Oracle's Q4 Adjusted Revenue Hits $19.18 Billion, Beating Expectations of $19.09 Billion. Q4 Software Revenue at $6.82 Billion vs. $6.88 Billion Expected; Software License Revenue at $1.88 Billion vs. $1.93 Billion Expected; Software Support Revenue at $4.94 Billion vs. $4.98 Billion Expected. Q4 Cloud Infrastructure Revenue at $5.79 Billion vs. $5.72 Billion ExpectedSharp Post-Earnings Drop! Oracle Cloud Revenue Beats Expectations, Raises FY2027 Earnings Guidance; $20 Billion Refinancing Sparks Concerns | Earnings Watch