Reminder: Please pay close attention to the following (all times are in Beijing time)Intel (Minutes): The peak production of 18A will be around 2030.Retail frenzy continues! This 5-cent meme stock accounts for 15% of trading volume in U.S. stocks!Japan's inflation slows ahead of interest rate decision, is it a foregone conclusion that there will be no rate hike in July?Unease Amid Record Gains: Wall Street Quietly Positions for Downside ProtectionAI computing power demand skyrockets! Google Cloud Platform secures a $1.2 billion deal with ServiceNowInvesco: The recovery of China-US trade and the better-than-expected GDP in the second quarter support the strength of the Chinese stock market, with continued upward momentum in the futureThe surge to new highs in the US stock market hides signals of a potential crash: The "Liquidity Rhapsody" orchestrated by the Federal Reserve and the Treasury is about to come to an endCathie Wood Pounces On Tesla Dip: Ark Snaps Up $43.7 Million In EV Stock While Ditching Crypto Shares Amid Bitcoin FrenzyGoldman Sachs Survey: Institutions are extremely bullish on the seven giants of U.S. stocks, while bearish sentiment on the dollar reaches a ten-year high!AI Impact on Search? Google Says: Quite the OppositeFor AI, the United States is "sparing no effort"UBS: The most favored e-commerce in mainland China is Alibaba, with Tencent Holdings as the top internet choiceIntel CEO Says He's 'Making Hard But Necessary Decisions' As Chipmaker Announces Massive Layoffs, Project CancellationsIntel, Deckers Outdoor, Unitedhealth, Dow, And American Airlines: Why These 5 Stocks Are On Investors' Radars TodayIntel: After massive layoffs, is the American 'SMIC' the best outcome?Leapmotor fired a shot at XPeng MONATesla: The gap between fundamentals and grand narratives is wideningPharmaceutical Giants: It's Simple to "Cut U.S. Drug Prices in Half"Analysts interpret the US AI action plan: Accelerated infrastructure, deepened cognition benefits chip giants like NVIDIA"Godfather of Insurance Asset Management" Duan Guosheng: Dividend assets are an important direction for insurance asset allocationChina Galaxy Securities: In Q2, public funds continued to increase their holdings in the non-ferrous metal sector, while in Q3, the focus will be on policy catalysts and interest rate cut expectationsChina Galaxy Securities: 25 years of relatively stable pig prices, focusing on opportunities for balanced offensive and defensive layouts in pig farmingIntel's second-quarter AI revenue greatly exceeded expectations, with after-hours trading fluctuating, dropping nearly 4% | Earnings Report InsightsInnovative category air conditioners are hard to come by, sales of ice compress handheld fans have surged, and China's cooling "Four Kings" are booming in EuropeOn the eve of the liquidity storm, intense debate within the Federal Reserve: Should the benchmark interest rate be changed?Breakfast FM-Radio | July 25, 2025The Federal Reserve's "Renovation Gate" escalates, Trump makes his first "visit" to pressure for interest rate cuts, but the alarm for firing Powell is paused, and Bessen points out other risksOverseas Headlines: Trump Inspects Federal Reserve Renovation, Confronts Powell on Costs Face-to-Face; Intel's Revenue Exceeds Expectations; JP Morgan Predicts US Stocks Can Take Another Big Step UpThe White House budget director echoed Trump's assertion, stating that interest rates should be loweredOn the day of the European Central Bank's decision, the euro fell more than 0.2%, while the "friendly meeting" between Trump and Powell boosted the US dollar index by more than 0.3%Luxury giants crave agreements in Europe and America, LVMH's Q2 core business revenue unexpectedly fell by 9%, CFO said a 15% tariff is a "good result" | Financial report insightsIntel Boosted by Strong PC SalesThe public beta version of Apple iOS 26 is here, the biggest interface redesign since 2013Intel's revenue exceeded expectations, cutting wafer fab investments, CEO says "no more blank checks"Stock Market Today: Tesla Slumps 8.2% After Earnings, Musk Signals Rough QuartersGoogle Just Backed Blockchain Game — Here's What That Means For Web3 Gaming's FutureTrump repeatedly calls for the Federal Reserve to cut interest ratesIntel releases optimistic sales outlook, plans to cut 15% of its workforce in this roundIntel Q2 Earnings: Revenue Beat, EPS Miss, Chipmaker Sees 'Clear Opportunities' To Enhance Competitive PositionTrump personally requested Powell to cut interest rates, and Treasury Secretary Basant opened up a "second front" - other operations also have issuesTrump insists on his high-level expectations for the Federal Reserve's renovation costsIntel's second-quarter data center and AI revenue was $3.94 billion, while analysts expected $3.73 billion.
Revenue for the third quarter is expected to be between $12.6 billion and $13.6 billion, with analysts expecting $12.64 billion.
Intel rose 6.1% in after-hours tradingTesla sold 75% of its Bitcoin at the worst possible time, missing out on billions of dollars in profits