Reddit (Minutes): Core search weekly users have reached 70 millionClinging tightly to Google's coattails, Reddit is racing down the path of commercialization.Meituan, Taobao Flash Sale, and JD.com collectively speak out; Can ONVO L90 reverse NIO??Nio (Minutes): Surge of 8cm, has ONVO L90 successfully reversed Nio?Coinbase (Minutes): New Business Flourishing in Multiple Lines—Payments, DEX, CAS...Amazon (Minutes): The Capex investment intensity in the second half of the year can refer to 2QApple (Minutes): The growth in capital expenditure is primarily driven by AI-related investments.Coinbase: Dismal Performance, Hard to Extinguish the 'On-Chain Fire'AWS shows no improvement, retail has concerns, does Amazon need to crouch before it can leap?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 纪要：“竞对推新只见雷声不见雨点，就不担心竞争”高通：手机风险暗涌，AI 画饼何时能 “充饥”？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：股票代币在手，美国散户王要无敌？CATL (2Q25 Minutes): The growth of new energy vehicles in Europe continues, and local production capacity is gradually being released.ARM：“芯片税” 撑场面，烧钱之下订单 “有点冷”？Meta (Minutes): Investing in AI without hesitation, planning to invest 100 billion next year宁德时代：价格鏖战，宁王也难脱内卷困局？Azure 增长无极限？微软无愧 AI 总龙头Meta’s “Off-the-Charts” Surge