Wall Street Oracle: The collapse of employment data will force a shift in Federal Reserve policy, which may support higher stock market valuationsSince May, it has fallen against the trend by 14%! With the handover approaching, Berkshire's "Buffett premium" is disappearingUnder the shadow of tariffs, European companies unexpectedly demonstrate resilience in profitabilityThe "reshuffle drama" of the Federal Reserve has now begunNovo Nordisk's Q2 sales exceeded expectations, and the company plans to lower its full-year sales outlookEqual rights in intelligent driving, Bosch proposes infrastructure "open strategy"Tesla Isn't The Only Company To 'Master Unsupervised Autonomy,' Says Gary Black: Predicts Uber Partnerships Will Bring Robotaxis To Its PlatformMorgan Stanley raises Meta's target price to $850, driven by GPU algorithm optimization exceeding profit expectationsUnderstanding the Market | COSCO SHIPPING Energy rose over 4% in the afternoon, benefiting from the OPEC+ production increase cycle; sanctions against Russia may be favorable for the compliant market supply and demandArbitrage trading surges, Shanghai gold inventory hits all-time highNovo Nordisk AS's sales in the second quarter were DKK 76.86 billion, while the market estimate was DKK 76.99 billionRivian (2Q25 Minutes): Surviving 2025, Can R2 Stage Another 'Counterattack'?Hong Kong Stock Midday Review: Hang Seng Index Slightly Up 0.18%, Consumer Stocks ReboundWhat makes Palantir the first stock to commercialize AI?Understanding the Market | Alibaba-W surged nearly 3% in the morning as Taobao launched a new premium membership system, integrating resources under the Alibaba ecosystemAMD (Minutes): Even excluding MI308, next quarter's AI GPU will still see year-over-year growth.Trump blasts employment data as "fake," igniting a trust crisis; is the $2 trillion TIPS market hanging by a thread?Rivian: The Losses Deepen, Is It Another 'Dark Moment'?The wave of mergers and acquisitions by Japanese companies has produced the biggest winner! JP Morgan's profits in Japan hit a 7-year highUnderstanding the Market | BYD ELECTRONIC rises over 9% as AI drives growth in the liquid cooling market, the company enters the NVIDIA supply chainLisa Su Says AMD's AI Chip MI355 Taking On Nvidia's B200, GB200 Head-On As AI Customers Seek Scalable GPU AlternativesTrack Hyper | Chen Liwu's scalpel cuts againWho is the next Chair of the Federal Reserve: Bostic is out, narrowing the field to 4 candidates, besides the "two Kevins" and Waller, is there a dark horse?AI disrupts the employment landscape: 30% of code generated by AI at Google and Microsoft, Goldman Sachs warns that 6%-7% of jobs may permanently disappearJapan's nominal wage growth in June hits a four-month high, adding a key factor for the central bank's interest rate hikeThe four giants are "burning money fiercely," non-U.S. and second-tier cloud manufacturers are undervalued, GB200 yield improvement! Morgan Stanley is very optimistic about AI serversTwo Kevins lead the candidates for "shadow Federal Reserve Chair"! Trump praises the "Kevin Twins" while Waller predicts a cooling of enthusiasmHighlights of the quarterly reports of Chinese internet giants: How fast is the growth of AI and cloud? How much is the drag from food delivery?From SOFR options to bond market tilt: Traders frantically hedge against "Federal Reserve pivot" with a potential 50 basis points aggressive easing in SeptemberBreaking Microsoft's exclusive service! Amazon will provide customers with OpenAI modelsAMD: CPUs Are Eating Intel for Breakfast—When Will Its AI GPUs Go Toe-to-Toe with NVIDIA?Current Status of US Stocks: The "Strong" Mag 7 and the "Expensive" 493Has the growth myth of Super Micro Computer been shattered? Significant downward revision of revenue guidance, "price war" threatens profit margins, plummeting 16% after hours | Earnings Report InsightsGoldman Sachs conference call: After non-farm payrolls, the Federal Reserve has "no choice," and in September will debate "whether to cut rates by 25 or 50 basis points."Tesla's sales in the UK plummeted by 60% in July, while BYD surged by 4 timesDown 19% This Year, Has Apple Stock Become a Bargain Buy?Overnight news on August 6: U.S. stocks closed lower, oil prices fell for the fourth consecutive day, Trump's tariff plan and Federal Reserve nominee drew attention, OpenAI and Google released new AI modelsElon Musk responds to Tesla being sued: Lawyers defrauded to get a share of the judgmentThe US dollar faces a crisis of confidence! Wall Street strategists say its long-term trend is weakReminder: Please pay close attention to the following (all times are in Beijing time)AMD's Q2 revenue hits a record high, and guidance also exceeds expectations, but the export outlook for MI308 to China is unclear | Earnings Report InsightsStock Market Today: Nvidia Slips Nearly 1% on Tariff Jitters Despite ARK Fund ConfidenceTop 20 U.S. Stock Trading Volumes on August 5: Palantir's Quarterly Revenue Exceeds $1 Billion for the First TimeAccused of exaggerating the safety of Robotaxi, Tesla faces a class-action lawsuit from investorsIntel (INTC) Q2 2025 Earnings Call TranscriptApple's App Store Booms, But The Stock Lags: Is It Time To Buy?Oracle Gains Wall Street Attention As Microsoft, Meta Fuel AI Infrastructure BoomUBS comments on Palantir's earnings report: the company's "narrative is flawless," raising the target price to $165