Understanding the Market | Chip stocks rebound across the board, reports indicate that Taiwan Semiconductor plans to raise prices for mature processes, and Capex adjustments further confirm AI's prosperityElon Musk's Tesla Delivered 480,126 Vehicles in Its Best Quarter in 2 YearsJPMorgan Chase CEO Dimon Warns: Market Underestimates Dual "Geopolitical + Fiscal" Risks; Will Not Buy Stocks or Long-Term U.S. Treasuries at Current LevelsUnderstanding the Market | Gold stocks rise again as spot gold rebounds above $4,030, supported by physical demand and central bank purchasesBehind the AI Cash Burn, Wall Street Invents a New BusinessMorgan Stanley CEO James Gorman "douses cold water": Investors underestimate global risks, current prices are absolutely not a buy for U.S. stocks and long-term bondsJP Morgan recommends buying VGT on dips, stating that the market is overly concerned about NVIDIA's Kyber projectIs 2028 the Deadline? Speculating on the "Endgame" of the US Tech RallyReplicating the "DeepSeek Moment"? Wall Street Unanimously States: Kimi K3 Instead Reinforces Demand for Computing PowerCITIC Construction Investment: How and when will this round of the U.S. tech bull market ultimately end?IREN, Hut 8, and Nebius Surge as NVIDIA Leads Spending Spree; Tech Giants’ Big Orders Flood “AI Cloud”Oil Prices Shock the Market! Houthis Impose 'Maritime Embargo' on Saudi Arabia, Iran Says Strait of Hormuz Traffic Has Dropped to Zero, Iranian-Kuwaiti Desalination Plants AttackedYears 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 Giants