Years of planning usher in a harvest period: BlackRock leverages $12 billion financing for Meta, accelerating its entry into the private equity market as a heavyweight playerSG Morning Brief | Three-Day Selloff Deepens but Chips and China Tech Buck the TrendUBS: After a Historic Sell-Off, It Is Time to Gradually Open Positions in "Momentum Stocks"Stock Price Halved, Yet Analysts Still See 130% Upside—Why Are Kioxia Bulls Unshaken?Risks in Storage: Can "Evergreen Contracts" Really Be "Enforced Long-Term"?Zhitong Hong Kong Stock Early Knowledge | In June, excavator domestic and foreign sales exceeded expectations, price wars eased, and four major insurance institutions voiced support for A-shares on the same dayBreakfast | July 21, 2026South Korean stocks sharply narrowed losses after plunging over 4%; US-Iran conflict pushes oil above $91, spot gold fallsThree-Step Deployment, 30 Minutes to Run an Agent: NVIDIA Brings AI Agents to Desktop WorkstationsReminder: Key Focus for the Day (All Times in Beijing Time)U.S. Stock Market: Apple and Tesla's decline drag down the market, while chip stocks rebound ahead of earnings reports40% More Expensive Than Rubin Yet Securing Microsoft's Full-Stack Order? AMD Redefines AI Chip Competition with "Pricing Power" Ahead of Product WeekReport: Google Developing New Chip with Gemini Architecture Directly Etched into Silicon, Boosting Efficiency by Up to 10xStrategic Petroleum Reserve Refreshes 43-Year Low, Continuing to Drop by 5.1 Million Barrels Last WeekCitigroup Upgrades Asset Allocation Rating for Chinese EquitiesBlackRock leads $12 billion financing for Meta's new data center in TexasAI Trading Faces "Leverage Backlash": South Korea Becomes the World's First Stress TestGoldman Sachs Trading Desk: Momentum Trade Bottoming May Take Weeks; AI Capex Narrative ShakenIt's fake news! Musk denies that SpaceX ordered $52 billion worth of NVIDIA AI servers from FoxconnAI Cloud Providers Expand Upstream: GMI Cloud Doubles Down on Agent ProductionizationAMD officially launched the Sun God rack-mounted AI system to compete with NVIDIA, and Microsoft announced its entry into procurementUS Market Open: Nasdaq up 0.85%, Philadelphia Semiconductor Index up 2.5%, memory chip stocks broadly rise, AMD up ~3%Partnering with Microsoft to expand AI chip collaboration! AMD responds with a riseOppenheimer has included NVIDIA in its "Best Momentum Stocks" listGold Correction Not Yet Over: Could $3,500 Become Key Support?The European market demand is strongly recovering, and Tesla's German factory is expanding production against the trend: annual production target increased by about 20%US Stock Market's "Shock Absorber" Vanishes: Will the AI Trade Correction Spread to the Broader Market After Options Expiry?Report: Google Plans to Develop New ChipsTSMC accelerates its $100 billion expansion plan in ArizonaGoldman Sachs: US Inflation Is Spreading from Localized to Broad-Based, but Far from Recreating the 2022 CrisisSemiconductor Index Falls into Bear Market as Goldman Sachs Quietly Pivots to Three Alternative Investment ThemesIs the Memory Stock Sell-Off a 'Fakeout'? Morgan Stanley: So-Called Negatives Are Old 'Known Factors,' Buy the Dip in the 'Golden Pit'!IREN secures a new AI cloud contract worth $2.8 billion: Microsoft, NVIDIA, and other giants join the customer matrix, raising the annual ARR target for the yearMiddle East Tensions: Are We Following the 2022 Stagflation Crash "Script"?CPU Returns to the AI Main Stage: Intel's Q2 Earnings Mark a Pivotal BattleChip Stocks Enter Bear Market: JPMorgan Calls for "Summer Buy-the-Dip" While Morgan Stanley Continues to Bet on Cloud GiantsBezos invests in CuspAI, a startup collaborating with NVIDIA to tackle new materials for chip manufacturingU.S. Stock Market Outlook | Futures for the three major indices rise together, chip and optical communication stocks gain in pre-market trading as Middle East conflict escalates during the tech giants' earnings seasonMag 7 Is a Thing of the Past! Citi: Bet on the "Growth Cluster," Covering Over Half of S&P 500 Market CapTrillion-Yuan Insurance Capital Massively Releases "Positive Signals": Ping An, CPIC, and NCI Announce Support for Capital Markets and Enhanced Shareholder Returns on the Same DayXIAOMI-W issued a total of 54.1967 million shares according to the share planAI Power Crunch: Is BE the Answer?Nasdaq Just 1% Away from CTA "Stampede Line": Citigroup Quant Model Warns Semiconductors Are Key TriggerFrom Task Execution to Value Tradeoffs: YUNJI Adds a 'Decision Layer' to RobotsAion Provides a Safety Net as High-Mileage Power Battery Issues Come to LightNational Team Leads Major Share Increases: Five Positive Signals Emerge, What Do They Indicate?Meta Platforms Looks Set to Abandon a $174 Billion Investment to Fuel Its AI AmbitionsPrivacy disputes intensify as Meta's smart glasses face a public trust crisisWill In-House CXL Development Undermine Their Own DRAM Business? Samsung, SK Hynix, and Micron Tech Simultaneously Abandon In-House CXL Controller Development