Microsoft's AI dominance is further validated. Morgan Stanley's Q2 CIO survey: Azure demand remains rock solid, and Copilot deployment is expected to accelerateBehind the AI frenzy, are traditional advertising giants facing a "Kodak moment"?The UK economy shrank for the second consecutive month, with GDP unexpectedly declining by 0.1% in May, increasing pressure on the central bank to cut interest ratesIs the alert on U.S. Treasuries lifted, leading to a major crisis? A liquidity "tsunami" of $500 billion is heading towards U.S. stocks!LeDao L90 presale sees Nio surge; NVIDIA's market cap surpasses 4 trillion｜Today's Important News RecapWhere Will Alibaba Stock Be in 1 Year?Elon Musk's Robotaxi Push Expands To Phoenix As Tesla Seeks Arizona ApprovalShould You Forget Nvidia and Buy These 2 Artificial Intelligence (AI) Stocks Right Now?Understanding the Market | Bank Stocks Turned Down in Late Trading, CZBANK Fell Over 4%, Multiple Banks Will Implement Annual Dividends SoonBillionaire Dan Loeb of Third Point Sold His Entire Stake in Tesla in Favor of a Stock That's Climbed More Than 420,000% Since Its IPOXPeng's cumulative delivery volume exceeds 800,000 unitsIt is reported that Amazon will cooperate with Anthropic to launch an AI intelligent agent market next weekThe UK economy has contracted for two consecutive months! The US tariffs and multiple cost pressures may lead to stagnation risks in the second quarterTrump Pushes Google, Amazon, Microsoft To Cut Cloud Prices: $20 Billion IT Budget On Chopping Block As Oracle Sets Precedent: ReportRetaliating against Musk? Trump nominates Tesla critic as head of NHTSA"Showing goodwill" to Trump? After Oracle, Google also compromises, offering significant cloud service discounts to the U.S. government"Wood Sister" continues to support Tesla, reiterating a five-year target price of $2,600Cathie Wood Continues To Back Tesla As Investors Panic Amid Elon Musk's Return To Politics: Calls Robotaxi Bet A Trillion-Dollar OpportunityIt is reported that Panasonic has delayed its production plans for the battery factory in the United States due to a slowdown in Tesla's salesApple plans to intensively launch new products in the first half of 2026 to drive revenue growth back on trackGoogle will provide discounted cloud computing services for the U.S. governmentNext stop "Computing Power Sovereignty"! Macron warns that Europe's AI infrastructure lags behind China and the United StatesIn April, when the market fell, Howard Marks said: "Never short China," and the returns on U.S. stocks will be quite considerable in the coming decadesHong Kong Stock Midday Review: Hang Seng TECH Index rises over 2%, brokerage stocks strengthenUnderstanding the Market | The Nonferrous Sector Performs Strongly, with Federal Reserve Rate Cut Expectations and Tight Supply at the Mine Supporting High Volatility in Industrial Metal PricesJP Morgan CEO: Europe is failing, and the market is too complacent about tariffsTesla India: Officially entering the Indian market on July 15 by opening a Tesla Experience CenterLeapmotor's "Evergreen Tree" is backU.S. inflation is about to rise—Is it a pit dug by the U.S. stock market itself?Track Hyper | Intel sells Mobileye shares: What is the impact on muscle tissue?AI ends the traditional software industry, just as the internet ended traditional mediaUnderstanding the Market | Chip stocks rise in early trading, TSMC's revenue in the first half of the year increased by 40% year-on-year, and the localization of the semiconductor industry continues to advanceGoldman Sachs evaluates the AI chip industry chain: NVIDIA and three other companies rated as buy, adopting a "barbell" strategy to layout the semiconductor sectorGoogle Gemini unlocks new paid skills, photo-to-video feature fully openUnderstanding the Market | Meituan-W rose over 3% during intraday trading, with Meituan Longzhu co-leading the investment in Xinghaitu. The company is once again focusing on embodied intelligenceUnderstanding the Market | Alibaba-W rose over 3%, increasing investment in instant retail and food delivery will drag down profits, HSBC stated that the stock price has reflected expectationsCICC: Maintains Tencent Holdings "Outperform Industry" Rating with a Target Price of HKD 600Before coming to China, Jensen Huang met with TrumpCICC: Maintains BOC AVIATION "Outperform Industry" Rating with a Target Price of HKD 81.4NVIDIA's market value is approaching $4 trillion! Jensen Huang's net worth may soon surpass that of "stock god" Warren BuffettWall Street discusses the surge in real estate stocks: Under policy expectations, "bad news is good news"Federal Reserve Chair candidate Waller: Advocates for a moderate overall reduction of the balance sheet to $5.8 trillion, supports interest rate cuts as a "minority" viewApple's Spring Offensive 2026 Exposed: MacBook Pro Leads the Charge with iPhone 17e and Multiple iPads ComingThe pressure from interest rate cuts continues to escalate as Trump continues to criticize Federal Reserve Chairman PowellThe biggest risk for American tech stocks is: Japanese government bondsBrazilian President Lula: We are not obligated to use the US dollar for tradeBreakfast | Unfazed by tariff disruptions, US stocks hit new highs; rare earth and AI concepts ignite market frenzyThe date of the shareholders' meeting is confirmed, and investors criticize: "Tesla is now relying not on innovation, but on inertia."