AI Trading Faces "Leverage Backlash": South Korea Becomes the World's First Stress TestGoldman 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 procurementUS 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 crisisWill 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 robotsMorgan Asset Management's Zhou Huantong: The outlook on the AI sector remains positive, and the performance of AI stocks in the US market will be key