Tesla's Q2 net profit fell short of expectations, and gross margin further declined, with free cash flow turning negative. The stock price dropped over 4% in after-hours tradingElon Musk stated that Micron has allocated a large number of memory chips to Tesla, and the supply conditions are "very reasonable."Breakfast | July 23, 2026Zhitong Hong Kong Stock Early Knowledge | Sports Power Construction "14th Five-Year Plan" Released, Google Drops Over 4% After EarningsTesla warns that expanding Optimus production will face challengesAsia-Pacific stocks surge collectively, South Korean stocks extend gains to 6%, SK Hynix rises 7%, Japanese stocks up over 1%WTI Surges to Six-Week High of $88! Trump Says 'Within Tehran' Included in Strike Coordinates; Cushing Inventories Bottom Out as Production DeclinesTesla's After-Hours Loss Widens to 5%; Musk States on Analyst Call That Optimus Will Be Tesla's Most Challenging Product to Mass Produce at Scale特斯拉 Q2 营收大增 26% 但盈利降 18% 远逊预期，强调处最大投资阶段，盘后续跌丨财报见闻Overseas Headlines: Tesla's Q2 profits halved, Apple plans to fully upgrade its Mac product line, Google's Q2 revenue is $119.8 billion, Amazon cuts AGI positionsAI Frenzy and Giants "Siphoning" Liquidity: US Equity Financing Surpasses $300 Billion YTD—Super Cycle or Major Liquidity Test?IBM Q2 Revenue Grows Only 1%; Full-Year Revenue Outlook Lowered as Mainframe Sales Plunge Drag Down Performance | Earnings WatchAlphabet Raises Full-Year Capital Expenditure GuidanceTesla's Q2 profits fall short of Wall Street expectations, with rising costs dragging down performanceTesla's Q2 Revenue Hits $28.24 Billion, Beating Expectations of $26.32 BillionAlphabet, Google's parent company, reports Q2 revenue of $119.8 billion, beating the expected $117.02 billion. Google Cloud revenue hits $24.77 billion, surpassing the forecast of $22.46 billionMeta Platforms Has $420 Billion in Hidden Debt, and It’s GrowingSamsung beats Apple to launch a new foldable smartphone and raises the priceAccording to reports, Reddit may not renew its AI content cooperation agreement with Google, causing its stock price to plummet by 9.3%Report: Amazon lays off employees in its AGI departmentTesla Beat Wall Street's Delivery Estimate by Nearly 74,000 Vehicles Under Elon MuskAMD will invest $5 billion in Anthropic as part of a computing power transactionApple Plans Comprehensive Overhaul of MacBook and iMac to Meet AI DemandKimi K3 时刻：中美 AI 产业链叙事要变天？WeRide Spins Off Data Business, Bets on 'Non-Automotive Ventures'Hong Kong Stock Review: Dollar PressureAMD will invest up to $50 billion in Anthropic and simultaneously reach a cooperation agreement for computing power supplyThe AI computing power chain's high prosperity has been validated! Wedbush: Super Micro Computer's gross margin "explodes," benefiting NVIDIA and DellHopes for a US-Iran Ceasefire Dashed! Brent Crude Reclaims the $95 Mark as Geopolitical Risk Premiums Fully ReturnAI market faces a major test with Google's earnings report! Cloud business growth rate and capital expenditure guidance become the focusReport: AMD Signs Major Chip and Investment Agreement with AnthropicReport: AMD Signs Major Chip and Investment Agreement with AnthropicTesla FSD's New Capability Exposed: Autonomous Driving Begins to Feature a 'User Model,' with AI Drivers Offering Personalized ExperiencesA graphic illustration of how Tesla's market value crushes all other car companiesAI Giants Face Cash Flow Crunch: The "Generational Shift" Moment for Hyperscale Cloud Providers Has Quietly ArrivedU.S. Stock Market Outlook | Three Major Index Futures Decline, Oil Prices Rise, Google and Tesla to Release Earnings After HoursKimi's K3 Moment: A Shift in the US-China AI Narrative?South Korean Government Attempts to Tame Market Volatility, but Analysts Remain CautiousInvestors Quietly Shift Focus: US Cybersecurity Leaders Surge Over 100% in Three MonthsDispelling AI Bubble Anxiety: Morgan Stanley Chief Strategist Unpacks New Opportunities in US and Chinese Stock MarketsXPeng Completes the Visual Foundation of Physical AILast Time the S&P 500 Crossed This Valuation Milestone, the Stock Market Crashed by 49%. Will History Repeat?AI Data Center Orders Surge; GE Vernova Q2 Revenue Up 22% YoY, EPS Misses Expectations | Earnings WatchThe short army is pressing in + the technical aspect of stock prices is weakening! Q2 financial report becomes the key for Tesla to "break through"On July 22nd, Xiaomi Corporation-W spent HKD 49.995 million to repurchase 1.875 million sharesGE Vernova Q2 Revenue Hits $11.1 Billion, Beating Expectations of $10.82 BillionOn July 21st, Li Auto-W spent USD 6.1902 million to repurchase 1.0023 million sharesAlphabet's Major Earnings Night: Will Capex Guidance Be Raised? Senior Analyst: Could Hit $200 Billion in 2026Prediction: Nvidia Stock Will Jump Higher After August Earnings