NVIDIA collaborates with AI cloud companies through revenue sharingNVIDIA will provide financial guarantees for GPU procurement and take a cut from cloud service revenueUnderstanding the Market | Most Gold Stocks Rebound, Wosh's Speech Eases and Boosts Gold Prices, Goldman Sachs Says the Gold Bull Market Is Not Over YetThe independence of the Federal Reserve is under scrutiny again: Bessen's aide transitions to become a consultant for Walsh, raising concerns about the "communication channel" between the White House and the central bankAI computing power catalyzes cloud infrastructure to accelerate against the trend! Jefferies CIO survey: Cloud spending is expected to grow by 10.1% this year, with Microsoft and Amazon "standing out."SG Morning Brief | Memory Stocks Crash 10% as Hardware-to-Software Rotation Accelerates; Payrolls TonightBessent's Senior Aide to Serve as Advisor to Warsh: Is the Fed Set to Cooperate More Closely with the U.S. Treasury?CICC: The A-share market's fluctuations and adjustments are nearing their end, and the mid-term report performance will be the main theme of the current marketCICC: Interim Report Earnings Will Gradually Become the Main Investment ThemeZhitong Hong Kong Stock Early Knowledge | Current U.S. inflation levels remain too high, and the threshold for Hong Kong Stock Connect may have risen to a market value of 10.267 billionReport: Apple Plans to Launch New iPad Pro Next Spring, Entry-Level MacBook Pro Faces RedesignPrediction Markets: Kalshi Traders Believe US Inflation Peaked in May as Energy Prices Fall in JuneInstitutions Sell, Retail Investors Buy! Bank of America: Institutional Clients Dump Tech Stocks, Becoming Net Sellers of US Equities for Four Consecutive WeeksRelaunch After Crossing the Security Red Line: Anthropic's Claude Fable 5 Fully Integrated into GitHub Copilot, Betting on Long-Horizon Autonomous CodingIt is reported that Apple is in negotiations with two domestic chip manufacturers, planning to procure chips for some products in the Chinese marketTop 20 U.S. Stock Trading Volumes on July 2: Meta Plans to Enter Cloud Computing, Stock Price SoarsValar collaborates with NVIDIA to build a water-saving nuclear energy data centerIt is reported that Apple's "Hide My Email" feature has a vulnerability, and real email addresses may be leakedIs Musk Building a Phone? Report: SpaceX Unveils AI Device Prototype Thinner Than iPhoneTesla's Q2 deliveries are expected to see moderate growth, while the automotive business remains the foundation amid the rising AI narrativeApple India Partner Leak: Over 200,000 Confidential Documents on Dark Web, iPhone 18 Pro Details ExposedUS ISM Manufacturing Expands for Sixth Consecutive Month in June; Cost Index Records Largest Drop in Nearly Four YearsMeta 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 IPO