Nvidia Chip-Filled Data Centers Need More Power Than Any Utility Can Promise. Here's Who Actually Wins.Samsung Accelerates US Expansion: Construction of Taylor Fab 2 in Texas to Begin Year-End, Equipment Certification Already UnderwayStrong partnership with Google to create a full range of customized chips, Wall Street cheers Marvell Tech for "significant benefits"Is Yield Curve Control (YCC) Coming for US Treasuries?Masayoshi Son Has 67% of SoftBank's U.S. Stock Portfolio in Intel. He Didn't Buy a Single Share Last Quarter.Estee Lauder Returns to Growth in Fiscal 2026, Led by Fragrance and Recovery in ChinaBNP Paribas: The monetization of Meta's computing power has promising prospects, with "cloud" imagination beyond advertising growthGuotai Junan Securities: AI capital expenditure crowds out sovereign debt, and the rise in long-term U.S. Treasury yields may force the Federal Reserve to easeReport: Samsung to Announce KRW 100 Trillion Shareholder Return Plan, Allocating 50% of Free Cash Flow to ShareholdersBessent's "Rescue of US Treasuries" Equals "Abandoning the Dollar": Citigroup Strongly Bullish on Gold!SK Hynix Publishes CPO Roadmap in Prestigious Journal: Extending Optical Connectivity Beyond Compute to Memory InterfacesUnderstanding the Market | ZHAOJIN MINING rises over 11% as the U.S. Treasury expands long-term bond repurchases, boosting the precious metals market; Federal Reserve's high interest rates maintain a loosening cycleHong Kong stock market opening | Hang Seng Index opened up 1.11%, gold stocks and innovative drug concepts strengthened, EVEREST MED-B opened up nearly 15%Memory Capacity Negotiations Scheduled Through 2030! Winbond Electronics Accelerates Expansion PlanThe US Needs a Controlled Release of Credit RiskTrump Expresses Support, Paving the Way for "Perpetual Contract Giant" Hyperliquid to Enter the U.S. Market in ComplianceMaersk CEO: "We are starting to reach our limits"Emergency Damage Control After Earnings Miss: OpenAI CFO States Q3 ARR Up 35%, IPO Possible by 2027 or EarlierIntraday Percentage Gain of Seoul Composite Index Expands to 5%China's LPR Remains Unchanged in AugustmRNA Personalized Cancer Vaccine! What Does Moderna's Breakthrough Mean?"Only When Bessent Panics Will the Treasury Market Stop Panicking"! Is Bessent Becoming the "Commander-in-Chief of US Treasuries"?Musk Seeks Breakthrough in AI Coding: After Cursor, SpaceX Attempts to Acquire Cognition but Is RejectedAnother Case of "White House Insider Trading"? U.S. Long-Term Bond ETF Sees "Largest Single-Day Net Inflow in History" One Day Before Unexpected Treasury MoveThe Four Industries Most Impacted by AI So Far Have Emerged!Saving US Treasuries with a "Soros Style": From Exchange Rates to Interest Rates, Can Bessent Beat the Market?早餐 | 美国财政部 “救市”，美股反弹，Moderna 收涨近 180%Robots Handle the First 80%: RECONOVA Calculates the Automation Economics for AirportsTesla applies to deploy 5,000 Robotaxis in Las Vegas, but only 10 are approvedEmbodied AI Races for Data: RealMan Deploys Robots in Real-World ScenariosChip Stock Sell-Off Spreads to Asia; Japanese Stocks Drop Over 2%, Korean Stocks Plunge 6% with 5-Minute Halt on Programmed SellingBreakfast | August 20, 2026Despite the leak, Apple’s camera-equipped AirPods are still scheduled to launch in 2027Breakthrough in US-Canada Trade Talks: Report Says US Plans to Halve Steel and Aluminum Tariffs to 25% and Cut Auto Tariffs to 15%Webull (Trans): Vol. and price up after PDT removal; Q3 marketing unchangedReminder: Key Intraday Focus Points (All Times in Beijing Time)How Wall Street Views the U.S. Treasury's Surprise Move: A Variant of QT Arrives, Another 'Trump Put,' and Complications for Walsh's Inflation FightTop 20 U.S. Stock Trading Volumes on August 20: Moderna Soars 170% as Phase III Trial Results for Melanoma mRNA Vaccine Show Positive EffectsFed Minutes: Policymakers Hint at Rate Hikes if Inflation Fails to CoolMarvell surged 8% due to AI chip transactions, and Alphabet can purchase up to $12.2 billion in sharesEinride AB Will Deploy 500 Tesla Semi Trucks This Year. Here's What That Means for Tesla Stock.Donald Trump: Negotiations with Iran May Take Place at an Appropriate TimeBrent Crude at $91 Is Just an Illusion; Diesel at $170 Is the Real Energy RiskPre-market surge of nearly 12%! Marvell issues warrants to Alphabet, tying custom chip cooperation agreement专利悬崖将至，BD 交易加速：MNC 如何用"下一代大药"重建自免护城河？Partnering with Google to develop custom chips + $12.2 billion potential stake! Marvell Technology (MRVL.US) surged in pre-market tradingBeer Volume Surge, Baijiu Destocking: CHINA RES BEER's Dual-Track Divergence