Understanding the Market | Gold stocks collectively rebound as the US and Iran pause mutual attacks, supporting a rebound in gold prices. The market is focused on this week's Federal Reserve decisionMilitary defense technology integration company Lyntris submits IPO application to the US stock market, expecting to raise $300 millionEarnings Preview | Apple's Q3 results will be announced on Thursday: Will Cook take a bow, and can the iPhone support the final "big test"?Should Nebius and CoreWeave Investors Be Worried About Meta's Latest AI Infrastructure Plans?NVIDIA plans to invest over $1 billion in South Korea's Naver to jointly promote the construction of large-scale artificial intelligence infrastructureThe Biggest Enemy of the AI Bull Market: Not a Bubble, but the Bond Market? Bank of America's Hartnett Issues Latest WarningAI Emotional Companionship Booms: Tencent "Resurrects" QQ PetU.S. Treasuries "Force the Hand" of Warsh: Hawkish Comments Are Not Enough, Market Demands Rate HikesAI's high-stakes gamble faces a testing moment! Key highlights of Amazon's Q2 earnings report: AWS becomes the biggest variable, cash flow sways market sentimentIs Intel Stock a Buy as AI Revenue Surges Nearly 60%?Understanding the Market | Some robotics concept stocks rise as Tesla's Optimus is set for mass production by the end of the year, accelerating the industrialization of humanoid robotsPrediction: CEO Andy Jassy Will Raise Amazon's Full-Year 2026 Capex Guide on July 30ETF Volatility | Southern 2X Short Tesla rises over 6% again, Q2 profits fall short of expectations, capital expenditures drag free cash flow into negativeBain Capital Cashes Out Approximately 2.5 Trillion Yen in Kioxia Exit; SK Hynix Quietly Rises to Second-Largest ShareholderFu Peng: Why is Q2 a Critical Tipping Point?Hong Kong 26-Year-Old Trader Misappropriates HK$50 Million, Suffers HK$150 Million Loss Gambling on 2x Long SK Hynix ETFAlphabet, Amazon, and Meta Will Spend Over $500 Billion on AI in 2026. Nvidia Collects a Huge Share.Morgan Stanley: Both Sides of the Pacific Are "Grabbing for Copper"Understanding the Market | MEITUAN rises over 4%, with retail, overseas, and AI as three new growth drivers bringing valuation re-rating potentialThree-month countdown: Goldman Sachs warns of increased volatility in U.S. stocks before the midterm elections, with historical data showing returns from August to voting day nearly approaching zeroApple bets on the "privacy card" to break into the smart glasses market! Aiming to challenge Meta and seize the next generation of AI hardware entryUnderstanding the Market | LINGYI ITECH rises over 4% during trading, the company covers liquid cooling for North America's computing power leader, and LiMinda has the rare qualification for direct supply from NVIDIAUnderstanding the Market | Xiaomi Corporation-W rises over 5% as Xiaomi Pengcheng launch event is scheduled for July 30, featuring two SUV models: N90 and N70CICC: "De-dollarization" remains an unstoppable trendThe US-Iran conflict has hit the "pause button"! Brent crude oil plummeted over 7% and fell below $90, while gold prices surged by $40 as the market awaits the Federal Reserve's "life-and-death decision."SG Morning Brief | All Three Indexes Post Weekly Losses, Rate Hike Odds Triple; Mega-Cap Earnings + FOMC This WeekGlobal Spotlight Next Week! US & Japan Central Bank Rate Decisions + MAG7 & Memory Giants Earnings + Key Domestic Meetings + CXMT ListingApple Inc. stated that multiple services are experiencing issues, including the App StoreGoogle Cloud surged 82%, but the concerns over massive spending cannot be ignored. The "AI faith" of the seven giants is wavering: Apple stands alone, while Microsoft and Meta face "capital expenditure judgment day."NVIDIA is in talks with OpenAI to provide a $250 billion financing guarantee for a data center projectNVIDIA will acquire new shares of South Korea's Naver for $1 billionOn July 24th, Li Auto-W spent USD 3.2496 million to repurchase 534,000 sharesReminder: Key Focus for Intraday Trading (All times in Beijing Time)NVIDIA secures memory supply from SK Hynix as part of a $500 billion AI dealChina Galaxy Securities: How to view the new 301 tariffs in the United States?Down 30% on the Year, Is Tesla Stock a Buy On This Latest Dip?The 8 Best Stocks to Buy on Alphabet's Surging CapexWarren Buffett's Successor, Greg Abel, Tripled Berkshire's Stake in This Megacap AI Stock (Hint: Not Apple)4,500 Points! Goldman Sachs Raises Japan Stock Market Target, Betting on Weaker Yen to Boost Corporate ProfitsSome Investors Have Dropped Alphabet Stock Over the Delayed Release of Its Gemini 3.5 Pro Model. Here Are 900 Million Reasons Why They're Wrong.Jensen Huang and Elon Musk: Latest Statements on China!Next Steps in US-Iran Relations: A Rational Deduction"The Big Short" Continues to Target AI! Michael Burry Expands Short Positions in NVIDIA and Micron, Maintains Shorts on Tesla and PalantirZEEKR Intelligent Tech Resets Cross-Border Vehicle Usage Rules After Owner's Car Was "Locked" AbroadCATL's Growth Becomes "Heavier"Goldman Sachs Trading Head: US Stocks Remain 'Extremely Difficult to Trade'; Recommends Buying Gold on DipsIs a Rate Hike Next Week No Longer "Fantasy"? Soaring Oil Prices and Walsh's "No Guidance" Stance Heighten Market TensionGlobal Spotlight Next Week! US and Japan Central Bank Rate Decisions + MAG7 and Memory Giants' Earnings + Major Domestic Meetings + CXMT Listing