Goldman Sachs Trading Desk: Momentum Trade Bottoming May Take Weeks; AI Capex Narrative ShakenIt's fake news! Musk denies that SpaceX ordered $52 billion worth of NVIDIA AI servers from FoxconnAI Cloud Providers Expand Upstream: GMI Cloud Doubles Down on Agent ProductionizationAMD officially launched the Sun God rack-mounted AI system to compete with NVIDIA, and Microsoft announced its entry into procurementHave Chinese Internet Giants Hit Bottom? Bernstein: AI Costs Overly Pessimistically Interpreted, Focus on TencentUS Market Open: Nasdaq up 0.85%, Philadelphia Semiconductor Index up 2.5%, memory chip stocks broadly rise, AMD up ~3%Partnering with Microsoft to expand AI chip collaboration! AMD responds with a riseOppenheimer has included NVIDIA in its "Best Momentum Stocks" listGold Correction Not Yet Over: Could $3,500 Become Key Support?The European market demand is strongly recovering, and Tesla's German factory is expanding production against the trend: annual production target increased by about 20%US Stock Market's "Shock Absorber" Vanishes: Will the AI Trade Correction Spread to the Broader Market After Options Expiry?Report: Google Plans to Develop New ChipsTSMC accelerates its $100 billion expansion plan in ArizonaGoldman Sachs: US Inflation Is Spreading from Localized to Broad-Based, but Far from Recreating the 2022 CrisisSemiconductor Index Falls into Bear Market as Goldman Sachs Quietly Pivots to Three Alternative Investment ThemesIs the Memory Stock Sell-Off a 'Fakeout'? Morgan Stanley: So-Called Negatives Are Old 'Known Factors,' Buy the Dip in the 'Golden Pit'!IREN secures a new AI cloud contract worth $2.8 billion: Microsoft, NVIDIA, and other giants join the customer matrix, raising the annual ARR target for the yearMiddle East Tensions: Are We Following the 2022 Stagflation Crash "Script"?CPU Returns to the AI Main Stage: Intel's Q2 Earnings Mark a Pivotal BattleChip Stocks Enter Bear Market: JPMorgan Calls for "Summer Buy-the-Dip" While Morgan Stanley Continues to Bet on Cloud GiantsBezos invests in CuspAI, a startup collaborating with NVIDIA to tackle new materials for chip manufacturingU.S. Stock Market Outlook | Futures for the three major indices rise together, chip and optical communication stocks gain in pre-market trading as Middle East conflict escalates during the tech giants' earnings seasonMag 7 Is a Thing of the Past! Citi: Bet on the "Growth Cluster," Covering Over Half of S&P 500 Market CapTrillion-Yuan Insurance Capital Massively Releases "Positive Signals": Ping An, CPIC, and NCI Announce Support for Capital Markets and Enhanced Shareholder Returns on the Same DayXIAOMI-W issued a total of 54.1967 million shares according to the share planAI Power Crunch: Is BE the Answer?Nasdaq Just 1% Away from CTA "Stampede Line": Citigroup Quant Model Warns Semiconductors Are Key TriggerFrom Task Execution to Value Tradeoffs: YUNJI Adds a 'Decision Layer' to RobotsAion Provides a Safety Net as High-Mileage Power Battery Issues Come to LightNational Team Leads Major Share Increases: Five Positive Signals Emerge, What Do They Indicate?Meta Platforms Looks Set to Abandon a $174 Billion Investment to Fuel Its AI AmbitionsPrivacy disputes intensify as Meta's smart glasses face a public trust crisisParticipating in the joint construction plan of the terminal intelligent body ecosystem by the China Academy of Information and Communications Technology, JD INDUSTRIALS promotes the implementation of AI in the industry through intelligent bodiesWill In-House CXL Development Undermine Their Own DRAM Business? Samsung, SK Hynix, and Micron Tech Simultaneously Abandon In-House CXL Controller DevelopmentBABA Qwen 3.8 challenges Fable 5; Tencent doubles down on embodied AI | Daily News RecapGEM opens more than 2% higher; computing hardware rebounds; coal and liquor stocks surge; Hang Seng TECH Index jumps 3%; tech internet stocks rally collectivelySouth Korean Stocks Plunge Again! 6,500 Support Level in JeopardyMeritz Securities: Middle Eastern Sovereign AI Capital Enters Korean Memory Procurement; Kimi K3 Is a Tailwind, Not a ShockUS Leveraged Semiconductor ETF Assets Plunge $63 Billion from Peak, Marking Largest Retracement Since AprilInsurance Capital's Latest Statement: CPIC Continues to Increase Holdings in Tech, Consumer, and New Energy Sectors; Interim Dividend on the AgendaOne Date Nvidia Investors Should Not Overlook This JulyKey Observations After Breaking the Annual LineBlossomHill Therapeutics, a developer of small molecule anti-cancer therapies, has applied for a U.S. stock listing, aiming to raise up to $100 millionYMTC IPO Accelerates! 31-Member Oversized Team Completes Initial Coaching, Top Brokerages Secure Early PositionsOxygen deprivation therapy biotechnology company NuvOx Therapeutics applies for a U.S. IPO, aiming to raise $20 millionUnderstanding the Market | Gold stocks warmed up today, Goldman Sachs pointed out that central bank buying remains strong and is expected to provide bottom support for goldSouth Korea's "Dr. Doom": AI May Change the World, But Cannot Stop the Bubble from BurstingValue Investors Read NVIDIA's Form 10-Q Page by Page: $13.4 Billion in Unrealized Gains Window Dress Financial Statements, True P/E Ratio Could Reach 60xNVIDIA deepens cooperation with Japan, laying out a network for "sovereign artificial intelligence" and industrial robots