AI benefits boost tech giants' stock prices, with Meta and Microsoft increasing their market value by a total of $400 billion in a single dayEB SECURITIES: In the second quarter, the "import grabbing" effect weakened, and the weakness in U.S. consumption and investment is hard to conceal. Rate cuts may resume in the second half of the yearZhitong Hong Kong Stock Early Knowledge | The State Council reviewed and approved the "Opinions on Deepening the Implementation of the 'Artificial Intelligence +' Action" iPhone Greater China market reboundsAWS growth lags behind Microsoft and Google, profit margins decline, Amazon plummets 7% after hours | Earnings Report InsightsTech stock earnings boost US stocks, Microsoft rises nearly 9%, Meta rises 12%, and the dollar retreatsGuotai Haitong: The expectation of the Federal Reserve's interest rate cuts may further narrow, and there is still upward space for US stocksWhy Alphabet Stock Tripped and Fell on ThursdayApple's revenue for the third fiscal quarter was $94.036 billion, with a year-on-year net profit growth of 9%Amazon's second-quarter revenue reached $167.7 billion, with a year-on-year net profit growth of 35%Overseas Headlines: The White House says Trump will set new tariffs before midnight; Apple's quarterly revenue far exceeds expectations; Pimco favors short to medium-term European bondsApple: Growth Despite Tariff HeadwindsTrump again calls Powell a "bad Fed chairman" as rate cut demands go unfulfilledTop 20 U.S. stock trading volumes on July 31: Figma surged 250% on its first day of listingAmazon: Capex Weighs on Profit Forecast"American Tieba" Reddit's Q2 revenue surged by 78%, and its stock price soared by 19% after hours | Earnings Report InsightsOn its first day of trading, Figma's stock surged over three times, reaching a valuation of 50 billion USD, igniting a tech IPO frenzyStock Market Today: Nvidia Slips After New High, Outperforms in Soft Tech SessionApple's quarterly revenue far exceeded expectations, thanks to strong iPhone performanceThe U.S. SEC launches "crypto projects" to drive financial markets on-chainApple's revenue last quarter exceeded expectations, achieving the highest growth rate in three and a half years, with an after-hours increase of over 3% at one point | Earnings Report InsightsAmazon Q2 Earnings Highlights: Double Beat, 'AI Progress Across The Board Continues'Amazon's net sales in the second quarter were $167.7 billion, compared to the expected $162.15 billion. AWS net sales grew by 17%, in line with expectations60-day countdown, Trump threatens to use "all tools" to force drug companies to lower prices, pharmaceutical stocks plummet over 4%The fate of reciprocal tariffs is uncertain: The U.S. appeals court's key trial opens hearings, and judges question Trump's authorizationThe 10-year U.S. Treasury yield fell by about 1.8 basis points on Thursday, while the 2-year U.S. Treasury yield rose nearly 22 basis points in JulyMyriad Dumps 129,848 Alibaba (BABA) Shares in Q2Google loses in the Epic antitrust case and will be forced to relax restrictions on its app storeRoblox: A Blockbuster Assist, Returning to the Ecosystem BreakthroughMicrosoft Stock Has Upside After 'Eye Popping Cloud And AI Strength' In Q4Microsoft Stock Is Trading Higher Thursday: What's Going On?Industry Comparison: Evaluating NVIDIA Against Competitors In Semiconductors & Semiconductor Equipment IndustryMeta, Microsoft And Google Are Unleashing A $250 Billion AI TsunamiHas Trump's "best dollar month" since taking office brought back the strong dollar paradigm temporarily?Dissecting Meituan's Medical Aesthetic Supply ChainNasdaq Surges Over 1%; Microsoft Posts Upbeat EarningsThe overnight repurchase rate in the United States fell at the end of the month, easing investors' financing concernsMeta and Microsoft's earnings reports exceeded expectations, stock prices soared as the AI spending frenzy continues to heat upUeda Kazuo downplays inflation risks, yen sees largest drop since April, returning to the 150 markThe failure to lower interest rates ignites "old grievances," Trump again criticizes Powell: Renovating corruption, dragging down the countryAlphabet's Recent Numbers Were Strong, but This Metric Could be a Red FlagOpening: U.S. stocks opened higher on Thursday, driven by earnings reports from Meta and Microsoft that boosted the indicesUK regulators find: Microsoft and Amazon are harming competition in the cloud services marketNomura: The new agreement does not meet the "reduction of trade deficit target," and the tariff issues between the U.S. and Japan are far from overMeta's AI Isn't Just Smart — It's Paying The BillsThink It's Too Late to Buy Nvidia? Here's the Biggest Reason Why There's Still Time.Zhitong Hong Kong Stock Analysis | The Federal Reserve's rate cut in September remains unclear, overseas reflects AI application sector rising againThe Federal Reserve's favorite inflation indicator unexpectedly rebounded! The U.S. core PCE price index in June rose 2.8% year-on-year, reaching a new high in over six months