Tariff Sledgehammer Pummels Travel & Hospitality – Is Airbnb Doomed Without Growth or Profit?Amazon (Minutes): AI computing power still has bottlenecks, both merchants and consumers are hoarding goods under tariffsApple (Minutes): $500 billion investment will leverage third-party resourcesAI heavy investment, tariff turmoil, Amazon re-enters the 'squatting period'?Apple: Resting on Laurels Is Easy, Regaining Momentum Is HardRoblox: Can it turn the tables in the metaverse and become a safe haven?Minutes: Create a personalized Meta AI for everyoneMicrosoft (Minutes): Maintains Capex guidance unchanged, supply bottlenecks remain in 4QQualcomm (Minutes): Its share in this year's new iPhone models will drop to 70%Azure is making a strong comeback, with Microsoft reclaiming its position as the AI powerhouse.Qualcomm: Samsung's 'blood transfusion' struggles to sustain momentum, Apple's 'sabotage' hides potential pitfallsTikTok 劫，Meta 爽，老扎 AI 野心再膨胀！Spotify（Minutes）：Business growth is non-linear, not in a hurry to enter the next round of price increasesSpotify: Minor flaws don't change the big trend, high valuation faces emotional killInstant retail battle escalates as Alibaba's Taotian joins the fray; Xiaomi enters the large model arena | Recap of today's important newsKweichow Moutai: Left hand with non-standard liquor, right hand with series liquor, not afraid of the slowdown of Feitian?Coca-Cola (Minutes): 25Q2 may face high base pressureLuckin (Minutes): Management remains cautious on profit margin outlookNot content with being a miser, is Luckin going to 'stir things up' again?Coca-Cola: Tariffs Bite Harder, "Liquid Gold" Gets Pricier?Has the worst time passed? Can China Tourism Group Duty Free Corporation turn bitter into sweet?