ARM (Minutes): Tariffs have no direct impact on the companyARM: Guidance warning "pouring cold water", is the valuation bubble about to burst?Applovin: Short sellers taking turns? Can't beat the stellar performanceUber (Minutes): Don't expect ride-hailing growth to slow down in the second half of the yearUnity (Minutes): Vector has driven customers to increase advertising budgets.Unity: The Rebounding Bubble—Can It Keep Inflating?Fearless in the headwind, "overseas Didi" Uber's execution remains strongZEEKR: Why did the 'dark horse of pure electric vehicles' choose to delist through privatization less than a year after its IPO?Robinhood (Minutes): In the future, will retail investors also be able to buy private companies like SpaceX?A series of big packages landed, the stock market opened higher and then fell back｜Today's important news reviewAMD (Minutes): AI GPU will achieve double-digit growth for the full year.RIVIAN: Surviving 2025, Can the R2 Achieve a 'Comeback Against All Odds'?AMD: Has It Got the Upper Hand over Intel, and Is It Also Going to Up the Ante Against NVIDIA?Plunge 20%, under headwinds the 'small players' get hit harderRobinhood: Whether it rises or falls depends entirely on 懂王， when can we truly 'be the master of our own fate'?Duolingo: Marketing genius + Game content expansion = Sustained growth?May Day holiday consumption heats up; Ant plans to spin off overseas business for Hong Kong listing | Today's important news recapPalantir (Minutes): Welcome DOGE, government's focus on efficiency benefits usPalantir: DOGE and Tariffs's Double Whammy – Will the Cult of AI Lose Its Halo?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 tariffs