AI Chips Bolster South Korea's Economy: Q2 GDP Growth of 3.7% Beats Expectations, but Domestic Demand Remains WeakFull text | Tesla Q2 earnings call transcript: Robotaxi safety is extremely highThe CPU Roadmap Battle in the Agent Era: NVIDIA Bets on "Faster Single Cores," AMD Bets on "Higher Concurrency"TSLA (2Q26 Trans): Optimus V4 capacity target: 10 mn units/yrETF Abnormality | Southern 2x Long Tesla fell nearly 10% as Tesla's second-quarter profits unexpectedly plummeted, and it will increase investment in AI and other fields in the futureGOOGL (Trans): Betting on Gemini 4, capex set to jump again next yearThe CEO of Alphabet refutes claims that Google is losing ground in the AI raceTesla: Bleeding Margins, Piling Fresh AI Hype Onto Unmet GoalsGOOGL: AI Crash Imminent? The Savior Has ArrivedUnderstanding the Market | PCB Concept Stocks Lead in Gains as Google Continues to Raise Capital Expenditure Guidance, PCB Industry Chain Tightens OverallUnderstanding the Market | VGT Up 6% as NVIDIA's Vera Rubin Enters Full Production, Company Benefits from AI PCB Development WaveFed Policy Hard to Predict in the Warsh Era! As FOMC Approaches, Market Remains Uncertain About Next Week's Policy DirectionCitigroup: Tencent's stock price has fallen excessively, and its gaming business remains robustCiti: Tencent's Sharp Decline Driven by "Fear and Misinterpretation of Slowing Gaming Revenue"JPMorgan Chase's "Technical Analysis": Oil Prices Hit Key Resistance, Gold Bearish in the Medium Term, Copper Break Below Support to Reinforce Bearish OutlookElon Musk continues to spark speculation about a merger between Tesla and SpaceX, pointing out that the business overlap between the two companies is increasingly deepeningSG Morning Brief | Alphabet and Tesla Both Disappoint After Hours; Oil Pulls Back to $91 from $95 SpikeGoogle 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 ScaleOverseas 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 positionsIBM 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 DemandWeRide 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 Experiences