"Woodstock" bought over $20 million in Taiwan Semiconductor amid the sharp decline in chip stocks, continuing to increase her position in SpaceXPulais: The Federal Reserve no longer providing forward guidance will become the new normalSBUX: Past the Darkest Hour, Reborn?Seizing the Enterprise Agent Gateway! A New Round of Battle Between Tencent, Alibaba, and ByteDance Is ImminentQualcomm's Hidden Cards: When Smartphones Are No Longer the Main StageGoldman Sachs Dissects the Collapse of South Korean Leveraged ETFs: Exposure Shrinks by Over 70% from Peak, Most Intense Deleveraging May Be OverOpenAI Annualized Revenue Accelerates; CFO Internally States July Surpassed Entire Q2Data Dovish, Market Hawkish: Bank of England Faces Policy Signal Test on ThursdayIs Microsoft a Buy After Its Latest Earnings Report?Performance Fully Exceeds Expectations! Samsung's Q2 Net Profit Surges 1,299.9%QCOM: As AI hype fades, when will smartphones rebound?Meta 电话会：扎克伯格强调 “卖掉算力换短期利润是愚蠢的”，烧钱买算力不是赌博是必须鸽派的 Warsh，鹰派的市场Understanding the Market | Gold stocks generally rise as the Federal Reserve's latest interest rate decision lands, with spot gold initially suppressed before reboundingMETA's Awkward Spot: Big Promises, Big Spend, No PayoffHas Deleveraging in the Korean Stock Market Completed? JPMorgan: "Institutional Deleveraging Near End"; HSBC: "Retail Leverage Remains High"From Qianwen Work to WorkBuddy: Harness as the Execution Middleware Becomes a "Must-Have" in the Battle Among Tech Giants高通电话会：全线双位数涨价对冲内存成本，预计苹果订单下季度环比腰斩，年底量产数据中心芯片U.S. Crude Oil and Gasoline Inventories Fall to "Extremely Dangerous Low Levels" as Refinery Capacity Utilization Reaches 97%中金：如何才能 “预防式加息”？Goldman Sachs Korea Memory Expert Call: DRAM Prices to Continue Rising This Year, HBM Prices to Surge Next Year, Long-Term Agreement Coverage Further Expands微软电话会：2026 年资本开支 “变相” 下降，Azure 需求持续超越可用容量，AI 变现进入加速轨道SG Morning Brief | Dow Plunges 1,153 Points on Fed Hawks and Bond Yield Spike; Microsoft and Meta Diverge After Hours微软 (MSFT.US) 破局 “AI 烧钱恐慌”！Q4 业绩全线超预期：云业务增长指引提速，下修今年资本支出预测NVIDIA partner ChipAgents expands financing scale, accelerating chip development with AIWall Street Comments on Fed Decision: Does Warsh Welcome the Market Replacing 'Rate Hikes'?HOOD (Trans): Faster product rollout; expense guide cutJPMorgan Chase Brings Forward Fed Rate Hike Expectation to DecemberIntel rarely opens chip technology to a startup co-invested by Chen LiwuThe "Minsky Moment" for South Korean StocksSBUX (Trans): Raises margin guidanceIs Walsh Just 'All Talk'? The Bond Market Isn't Buying It早餐 | 三重冲击联手重挫美股！芯片股领衔大跌Meta's AI gamble: Q2 revenue hits a new high but struggles to hide profit pain, free cash flow plummets to a four-year lowExcess Financing of $3.5 Billion: Moonshot AI Approaches $50 Billion ValuationSamsung Electronics' Q2 Net Profit Exceeds EstimatesARM (Trans): Core biz red-hot; new biz demand surgingQualcomm predicts that fourth-quarter profits will fall short of Wall Street expectations, and revenue from Apple business is expected to decline at an accelerated paceZhitong Hong Kong Stock Early Knowledge | The Federal Reserve maintains interest rates unchanged for the fifth consecutive time! Waller reiterates the 2% inflation targetBreakfast | July 30, 2026Global Information Technology Sector Faces Heaviest Sell-Off Since 2016The Fed Held Rates at 3.5%-3.75%. Here's What That Means for Walmart, Costco, and Target.MSFT (Trans): CY26 capex revised to approx. $175 bnQCOM (Trans): Initiated double-digit product price hikesQualcomm Q3 Net Profit Falls 25% YoY; Raises Product Prices and Issues Weak Guidance | Earnings ReviewMETA (Minutes: No 2027 Capex guidance; racing to build compute capacity in the next two years.Reminder: Key Intraday Focus Points (All times in Beijing Time)Apollo Chief Economist: Fed’s Abandonment of Forward Guidance Causes “Yo-Yo” Volatility in U.S. TreasuriesMicrosoft forecasts 2026 capital expenditure at $175 billion, down from previous estimate of $190 billionMicrosoft's Last Quarter Results Broadly Beat Expectations, Cloud Revenue Surges Over 40%, AI Capital Expenditure Doubles | Earnings Insights