Meta aims to transform AI capital expenditures into a "computing power balance sheet"! From the AI arms race to entering cloud computing, Meta wants to fully capitalize on the dividends of the AI inference eraOracle's annual report highlights the investment risks in data centers. Is the US stock market's AI narrative facing a stress test?In June, the U.S. "small non-farm" unexpectedly cooled with only an increase of 98,000, but a sharp drop in layoffs and accelerated wages bolster the Federal Reserve's confidence in raising interest rates! The market is closely watching tomorrow's non-farm dataMeta once considered acquiring Kalshi and will launch its own prediction market applicationAntitrust ruling: Google must pay Klarna nearly $2 billion in damagesGlobal Headlines You Need to Know Before the US Stock Market Opens on WednesdayBYD is set to surpass Tesla again and become the global champion in pure electric vehicle salesGoogle ordered to pay Klarna nearly $2 billion for abusing search dominance to favor its own comparison serviceMeta Platforms is building a cloud business to sell its surplus AI computing powerU.S. Stock Market Outlook | Futures for the three major indices all decline, Wosh will appear at the ECB forum tonightMicron CEO Again "Subtly Criticizes" Apple: Previously Slashed Prices to One-Third, Crippling Industry's Ability to Expand CapacityPanasonic: To Invest 500 Billion Yen in AI Infrastructure Over the Next Two YearsHigh-speed copper cable supplier Anlan Wanjin has been inquired for its IPO on the Shanghai Stock Exchange main board, with product terminals mainly applied to Nvidia, Alphabet, and othersNVIDIA invests in security company VerkadaInflation exceeds expectations and cools across the board, manufacturing output reaches the best level in nearly four and a half years, European Central Bank pauses interest rate hikes amid strong data supportContinuing to Integrate with the Tencent Ecosystem, Yuanbao Enables Access to WeChat Government and Public Service Mini ProgramsTesla's registration volume in France, Sweden, and Denmark increased in JuneEU Technology Chief: Had Constructive Talks with Apple CEOMEITUAN Open-Sources Trillion-Parameter Large Model LongCat-2.0, Trained End-to-End on 50,000 Domestic Compute CardsStock Market Investors Just Got Bad News From the Federal Reserve. History Says a Big Drop Could Follow.How Long Can Target Stock Continue To Crush Amazon, Walmart, and Costco?Exploration stage rare earth miner IMC Rare Earths rushes to the US stock market, plans to raise $20 million through IPOSouth Korean regulators accuse Google of abusing its dominant position in the Android app marketMicrosoft is brewing another round of layoffs! "AI disrupts everything" sweeps through business operations, and the budget for computing infrastructure accelerates the replacement of human laborGuangfa Securities: The market underestimates the potential of the collaboration between MediaTek and Google; orders from Broadcom and Qualcomm may be affectedKOSPI Index Drops Nearly 4% Intraday as South Korean Government Urgently Debunks Rumors of "Confiscating Chip Giants' Profits"Samsung HBM4E Yield Surpasses 70%, Seventh-Generation AI Memory Development Enters Stable PhaseBreaking Industry Conventions! Report: SK Hynix Long-Term Agreement Prices Have "No Cap," Pricing Game Heats Up CompletelyLi Auto-W delivered 30,895 new vehicles in June, with a cumulative delivery exceeding 1.73 million vehiclesCICC: Maintains Tencent Holdings "Outperform Industry" Rating with a Target Price of HKD 666Report: SK Hynix Signs Long-Term Supply Agreements with Customers Without Price CapsReminder: Key Focus for Intraday Trading (All times are in Beijing Time)South Korean Exports Post Largest Gain in Nearly 50 Years as AI Chip Demand Pushes Monthly Total Above $100 Billion for the First TimeGoogle releases two new AI models for low-cost image generation and seamless video editingSG Morning Brief | S&P and Nasdaq Post Best Quarter Since 2020; SOX Soars 88% in Record Q2Breakfast | July 1, 2026Stock prices doubled, with Micron, Intel, and AMD's market value increasing by approximately $2 trillion in the second quarterLatin American Stocks End Quarterly Winning Streak Amid Fed Risks and Stronger Dollar"The Big Short" Burry's Latest Holdings: First Short Position on Caterpillar, Alongside Shorts on Tesla, NVIDIA, and Applied MaterialsTrump Holds at Least $5 Million in NVIDIA StockTop 20 U.S. stock trading volumes on July 1: Sandisk rose over 850% in the first half of the yearGoogle launches a new AI creation tool to accelerate multimodal content generationSemiconductor research institutions are optimistic about NVIDIA's revenue exceeding expectations in the second half of the year driven by the Rubin platformOn Tuesday, Intel surged 7% with AI server demand as the main driverVisa signs agreement with giants like Google to support stablecoin Open USDJPMorgan Chase and Amazon join forces to support the Aspen Institute's anti-fraud initiativeAmazon Alexa launches 365-day price history query, smart shopping assistant upgraded again