Jensen Huang stated that the U.S. export controls on AI chips to China are a "failure," and NVIDIA's market share in China has plummetedAsus CEO: AI PCs will still take 1-2 years to realizePulais: The US tariff policy brings new inflationary pressures, maintaining a cautious attitude towards risk assetsMorgan Stanley recommends buying U.S. assets, but excluding the dollarJensen Huang: China's AI market size will reach $50 billion by 2026, still a huge opportunity for NVIDIAThe outlook for the US stock market is in doubt! Goldman Sachs: Clients are seeking to exit the US marketSam's expansion, store adjustments - Walmart's "transformation" in progressTencent launches an intelligent agent development platform and plans to open source multiple modelsToll Brothers, D-Wave Quantum, Palo Alto Networks, Warby Parker, Tesla: Why These 5 Stocks Are On Investors' Radars Today"Just like a ship is about to run aground, but the helmsman is arguing about which direction to turn," investors question whether Trump's tax cut plan exacerbates debtIs Google becoming more like Perplexity to compete with AI search?MEITU initially rose nearly 18%, BYD and POP MART hit new highsCathie Wood Just Spent $8.4 Million On This Top Chip Stock (And It's Not NVIDIA)Goldman Sachs reiterates Microsoft's "Buy" rating: AI investment will drive long-term growthEpic Games' Fortnite returns to the Apple App Store in the U.S. after nearly 5 yearsFrom investment banks to traders, Wall Street is ready: 10-year U.S. Treasury yield hits 5%Warby Parker's stock price surged as it partnered with Alphabet to develop smart glassesApple plans to open AI models to developers to stimulate the development of new applicationsThe options market's outlook on the US dollar has never been this pessimisticCITIC Securities Co., Ltd.: Beware of the volatility risk of the long-term U.S. Treasury yields caused by the tax reduction billElon Musk intensifies the AI arms race: Tesla and xAI will expand procurement of NVIDIA and AMD chipsThe Trump tax cut plan is at an impasse, with infighting within the Republican Party, and a heated debate over "state and local tax deductions."Musk expresses determination: At least five more years as Tesla CEO, unless "he dies," he won't spend big on interfering in electionsFormer silicon carbide giant Wolfspeed is preparing to file for bankruptcy, plunging 50% in after-hours trading on the US stock marketRay Dalio: The Federal Reserve is in a difficult position and should not cut interest rates, warning of the consequences of "inappropriate rate cuts."Daniel Zhang: The Denial and Affirmation of Current Investment MethodsAbusing export control measures and unjustly suppressing Chinese chips, China criticizes the U.S. for "overreaching"How to navigate the "low interest rate era"?Elon Musk stated that the number of Tesla robotaxi is expected to exceed 1 million by the end of next yearThe S&P ended a six-day winning streak, with Google leading the decline among tech giants after a major release, Tesla rebounded strongly, and U.S. oil jumped in early Asian tradingBreakfast | Google leads the decline in tech stocks after the major developer conference, with quantum computing stock QBTS soaring nearly 26%Federal Reserve's Musalem: Tariffs may suppress economic growth and employmentReminder: Please pay close attention to the following (all times are in Beijing time)As retail investors rush to buy U.S. stocks on dips, hedge funds are heavily shortingInvestors are "extremely complacent"! Analysts warn that the macro environment has changed, and U.S. stocks may soon face turbulenceGoogle releases Veo 3 AI video generator to compete with OpenAI SoraOverseas Headlines: The U.S. will impose high tariffs on solar equipment from four Southeast Asian countries; Musk confirms Tesla's autonomous taxi plan; Google holds developer conferenceGoogle will launch AI mode search for U.S. users to counter emerging competitorsElon Musk confirms Tesla plans to launch autonomous taxis in JuneWarby Parker (WRBY) Stock Explodes On Google Partnership: What's Going On?Amazon's Zoox To Launch Self-Driving Car Tests In Atlanta This SummerFrom Nvidia To Netflix, QQQ Is On Fire - But Will It Burn Out?Alphabet's CEO Pichai stated at the 2025 I/O developer event: The speed of AI delivery has reached a historic highNvidia's $1 Trillion Comeback Shows DeepSeek No Longer Spooks Wall StreetElon Musk told investors: Tesla's stock price indicates that the company is in good condition "no need to worry"