What is Walsh Thinking? Will Rates Rise in September? Markets to Grapple with Uncertainty Ahead of August Fed Jackson Hole SymposiumHow Will Warsh and the Fed's Five Working Groups Impact US Capital Markets?South Korea Memory Survey: Samsung's Long-Term Agreements "Cap Declines, Not Gains"; Spot Prices Continue to Rebound Ahead of Q4 Peak SeasonA "Leading Indicator" for Chip Stocks: G10 Liquidity Turns NegativeHottest Memory ETF Sells 3 Million Shares of Samsung This Week, Swaps for 65 Million Shares of CXMTThe Overlooked Market Event: US, Japan, and South Korea Jointly Intervene as US Treasury Takes "Rare" Action! Is Bessent Quietly "Bailing Out" the Market?How to View the Major AI Correction: Morgan Stanley's 120-Page In-Depth AnalysisKey Events Next Week: US Non-Farm Payrolls and China CPI, SpaceX's First Earnings Report + Share Unlock, AMD and SanDisk EarningsBig Four Banks Bring Back 5-Year Large-Denomination Certificates of Deposit, with Top Rate at 1.6%Citadel Buys the Dip in 'AI Stock God': Is This Good for the Market?How Long Can Tech Giants Keep Burning Cash?Apple Gets Kicked Out of the $5 Trillion Club After Reporting Earnings. Are Fears Over Surging Memory Costs Overblown?SpaceX Is Down 19% From Its IPO Price. Tesla's History Suggests This May Happen NextApple Just Did Something It Hasn't Done in Over a Year, and the Stock Can Keep Climbing Higher From HereQatari LNG Carrier Attacked, Loses Control in Strait of Hormuz as Middle East Tensions SurgeSingle-day net inflow of 7.2 trillion South Korean won: Foreign investors set record on Friday! Wall Street: Headwinds in Korean equity capital flows have dissipatedOpenAI Confirms Existence of Next-Generation Model Astra, Solves Ten Unsolved Math Problems with $2,000 in Compute Costs, Demonstrates to Regulators under Positive Economics FrameworkGoldman Sachs: July Shattered Crowded Trades; US Bull Market Intact but Harder to NavigateFrom South Korea to the United States: Blue-Collar Jobs Are Gaining Popularity Thanks to AIDemand Falls Again—Commentary on July Manufacturing PMI DataTesla's $99-a-Month FSD Plan Is on Pace to Generate $1.8 Billion a Year. Is This New Profit Lever a Signal to Buy the Elon Musk-Led Stock?The First New Energy Automaker with Monthly Sales Exceeding 100,000 Units Has EmergedSouth Korea's July Export Growth Slows but Beats Expectations; Chip Exports Surpass $40 Billion, Supporting Trade SurplusJeff Bezos Stepped Down as Amazon CEO 5 Years Ago, and the Stock Has Lagged the S&P 500 Since. Could Amazon's 15.3% Gain on July 31 Mark a Turning Point?$50 Billion Investment Completed: Amazon Holds 5% Stake in OpenAI, Having Previously Invested in AnthropicUS Stocks' Earnings Growth 'Beats Expectations' This Season; Tech Giants See Dual Rise in 'Capex and AI Returns'CXMT Achieves Key Breakthrough in LPDDR6"Black July" Ends with "Two-Day Rally": Has the "AI Trade" Bottomed Out?Saving AI Trades? Citadel Takes Over 'AI Stock Guru' Positions; Investment Bank Strategists: 'Finally Understand the Cause of the Plunge, Now We Can Look Forward'The AI infrastructure competition continues to heat up, with total future investment commitments from Google, Meta, Microsoft, and Amazon approaching $2.4 trillionHugging Face Not an Isolated Case? OpenAI Expands Investigation, Allegedly Finds More Signs of AI Agents 'Going Rogue'Emerging Market Stocks Post Largest Single-Day Gain Since 2008, Korean Stocks Surge to Record HighsOvernight news on August 1: U.S. stocks closed higher, Amazon surged over 15%, U.S. officials say Trump has ordered a new round of attacks on IranPhase III Trial of Novel Cardiac Drug Fails, Novo Nordisk Shares Plunge: Heightened Dependence on Weight-Loss Drugs Tests R&D Transformation"Intervention Rumors" Confirmed? BOJ Data Suggests Action on Thursday, Scale May Reach 8.45 Trillion Yen; Finance Minister Declines to CommentU.S. Stock Market: Amazon's Surge Boosts AI Concept Stocks, All Three Major Indices RiseTop 20 U.S. Stock Trading Volume on August 1: Amazon's strong earnings report drives stock price up over 15%South Korea's Deleveraging Plays the Existing Stock Card: Leveraged ETFs Can Be Forced to Reduce Leverage to 1x, Assets Shrink by 78%, Foreign Capital Returns EarlyWhat Gives the Fed Confidence to Hold Steady? Growing Signals of Cooling US Inflation!Former Fed Vice Chair Clarida: Adjusting Inflation Target Requires Clear Communication, Otherwise It Will Exacerbate Market UncertaintyAs Gold Prices Pull Back, Tether Accelerates Gold Purchases! Buys Another 14 Tonnes in Q2, Reserves Rise to 146 TonnesAlphabet, Amazon, and Microsoft saw their combined market value increase by nearly $1.5 trillion this weekClosing on August 1: U.S. stocks closed higher, with Amazon soaring over 15%, and all three major indices recorded gains this weekFormer Fed Vice Chair Clarida Urges Fed to Clarify Inflation Target After Warsh Hints at Possible AdjustmentsReport: Fed Requests Major U.S. Banks to Check JPY/EUR Exchange RateFed Statement Less Informative Than Dissenting Statements? "Fed Whisperer": Three Dissenting Officials More Clearly Explain Why Rates Should Be HikedYuyuan Tiantian | Insights into China's AI Development from Three Consecutive NDRC Press ConferencesApple iPhone Sales Surge 22%. Here’s What Investors Need to Know.