Google Q2 Cloud Business Surges 82%, Beating Expectations; Cloud Backlog Hits $514 Billion as AI Investments Begin to Pay Off | Earnings ReviewTankers Attacked Near Saudi Waters, Oil Prices Surge as Houthi Rebels Announce "Maritime Embargo" on Saudi ArabiaTesla'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 shares