Apple: AI Struggles, Still Relying on iPhone to Save the DayRoblox: A Blockbuster Assist, Returning to the Ecosystem BreakthroughQualcomm (Minutes): Growth opportunities in automotive and IoT far exceed revenue from AppleRobinhood Minutes: 'Competitors launch new products with much thunder but little rain, so we are not worried about competition.'Qualcomm: Smartphone Risks Under the Surface; Can AI’s Pie-in-the-Sky Ever Fill the Gap?NVIDIA Interviewed Over Security Concerns; JD.com Expands "Hourly Delivery" in EuropeARM (Minutes): The company is evaluating the feasibility of entering the 'physical chip' market.Microsoft (Minutes): 1Q capital expenditure $30 billion, full-year expenditure higher in the first half and lower in the second halfRobinhood: Stock tokens have a promising future, will the retail king be invincible?CATL (2Q25 Minutes): The growth of new energy vehicles in Europe continues, and local production capacity is gradually being released.ARM: With the “Chip Tax” Boosting the Scene, Even Money-Soaked Orders Are “A Little Cold”Meta (Minutes): Investing in AI without hesitation, planning to invest 100 billion next yearCATL: Price Battle, Can The King Break Through the Domestic Internal Competition Dilemma?Azure's Growth Unlimited? Microsoft Deserves the Title of AI LeaderMeta’s “Off-the-Charts” SurgeLuckin Coffee (Minutes): In the second half of the year, committed to reducing the cost increase caused by the shift towards delivery services.New Oriental (Minutes): Study abroad expectations are cautious, and the slowdown in quality education is a seasonal fluctuation.Luckin: The 'Little Blue Cup' is surging, is the 'Coffee King' on a smooth path?New Oriental’s Thunderous Roar: The Uphill Road to RebirthLi Auto i8 suffers a poor start with stock price plummeting, XPeng's new P7 debut scheduled