Seoul Composite Index Percentage Gain Expands to 3%早餐 | 芯片、存储板块继续重挫：闪迪跌超 14%，美光一度暴跌 12%Breakfast | July 29, 2026Taiwan Semiconductor and Tencent have made their debut in the Fortune Global 100, as Asian companies ride the wave of AI to make significant stridesConcerns Over AI Cash Burn Reignite: Korean Stocks Plunge 6%, Japanese Stocks Drop 4%, Kioxia Tumbles 18%, Chip Stocks Under Broad PressureSK Hynix Q2 Sales Reach 79.32 Trillion South Korean Won, Below Expectations of 83.85 TrillionAI Storage Demand Explodes: Seagate Tech's Q4 Revenue Surges Nearly 50%, Beating Expectations with Stronger Guidance; Shares Gap Up After Hours | Earnings WatchBE (Trans): Raises FY guidance across the boardReminder: Key Intraday Events to Watch (All Times in Beijing Time)Apple's Market Cap Breaks $5 Trillion for the First Time to Reclaim Global Top Spot: Its Capital-Efficient AI Strategy Is Becoming a Scarce Safe Haven AttributeOpenAI's 'Rogue Agent' Breaches a Modal Labs CustomerJuly 29th External Market Headlines: Apple's market value surpasses $5 trillion during trading; stocks under Musk evaporate by $1.5 trillion; oil prices see the largest three-day drop since 2020OPEC+ Plans to Pause Production Hikes After September, Stating It Will Assess Impact of Iran War on SupplyNXP Semiconductors Q2 Revenue $3.5 Billion, Analyst Expectations $3.46 Billion. Q3 Revenue Forecast $3.65-$3.85 Billion, Analyst Expectations $3.71 BillionUPS completes Amazon business reduction and raises performance guidance, stock price still falls 6.4%US 2/10-Year Treasury Yields Drop Over 5 Basis Points, Following Oil Price DeclinexAI Launches AI Coding Product: Grok Build Mode Generates Websites and Apps via Natural LanguagePhiladelphia Semiconductor Index Approaches Key Support at 11,200; AI Bull Market Hangs in the Balance!OpenAI and Anthropic Employees Sign Petition Calling on US to "Control AI Development Speed": Concerns Over Surpassing Human Oversight CapabilitiesAMD signs a 2.5 gigawatt AI data center deal, stock price still drops 7.1%Kalshi traders bet on Meta's earnings report: "cloud" is a must mention, "Ray-Ban" is highly likely to be mentionedBreaking the Fragmentation Pain Points of Elderly Care: PA GOODDOCTOR Joins Hands with 46 Leading Enterprises to Create the "Health and Longevity Ecosystem Alliance"Report: Mediators Believe US and Iran Are Close to a Breakthrough, Preliminary Ceasefire Agreement May Be RestartedApple's Smart Home "Shake-up": New Siri AI Terminals Planned for Fall, Apple TV and HomePod mini Poised for Launch康宁电话会：“订单正在加速增长”，全光纵向扩展将提升 10 倍光纤用量，但落地节奏不确定Kering's Gucci Comps Decline 2% in Q2, Beating Analyst Expectations of a 3.27% DropKimi K3 Fully Open-Sourced: Overseas Developers Claim It "Renders Anthropic's Trillion-Dollar Valuation Meaningless"KO: AI Rout; Is Buffett Bleeding Again?AMD, Micron, and NVIDIA continue to decline, chip stocks face heavy lossesWhat Truly Determines 2028 Capex Is Not Coding, But RSITaiwan Semiconductor: Personnel safety at the Kumamoto factory in Japan gradually resumes operations after the earthquakeRBC believes there is a possibility of a merger between Tesla and SpaceXKO (Trans): Volume Hits 17-Yr High; Raises FY OutlookApple becomes the second company in history to reach a market value of $5 trillionApple plans to launch multiple hardware products, including an artificial intelligence home hub, to aggressively expand into the smart home marketIn the era of AI reasoning, the computing power competition has entered the "power grab mode"! From hoarding GPUs to hoarding megawatts, Tesla has locked in Arizona's solar storageApple launches Apple Upgrade in the U.S., covering device rentals for iPhone, Mac, and moreAmazon ends Walmart's 25-year winning streak, topping the Fortune 500Wedbush: NVIDIA provides a "backstop" for OpenAI, which carries risks, but this is a long-term commitment worth betting onTesla's Q2 earnings report misses expectations, stock price drops in pre-market"Risk Events" Are Everywhere! Fed Decision, Tech Giant Earnings, and Oil Prices Converge This Week, Significantly Heating Up Market VolatilityWall Street pundit Cramer warns that NVIDIA's $250 billion deal hides risks akin to an internet bubbleCore Scientific has reached a cooperation agreement with AMDThe Math Checks Out! Morgan Stanley: In the AI Inference Era, Generative AI ROIC Could Reach 25-50%Boeing Q2 Revenue and Cash Flow Rebound, But Huge Losses Return as "Air Force One" Project Drags Down Profitability | Earnings ReviewMeta Pays the Price for AI Spending Spree: 125.5 Billion Dollar Debt Issuance Sees Yield Surge, Wall Street Begins to Show "Indigestion"Zhitong Hong Kong Stock Analysis | Global Technology Enters Hard-hit Area, Consumer Sector FlourishesU.S. Stock Market Outlook | The three major stock index futures are mixed, global chip stocks face "Black Tuesday," SK Hynix (SKHY.US) announces earnings after hours