Lumentum Reports Q4 Net Revenue of $1.01 Billion, Beating Analyst Expectations of $990 Million vs. $480.7 Million a Year Ago. Stock Dipped 5% in After-Hours Trading Before RecoveringU.S. Treasury Secretary Janet Yellen: Welcomes Meta's release of Muse GlimmerThe Truth Revealed? US Media: US Defense Giants Worry That Ukrainian Production of "Patriot" Missiles Could Be Much CheaperOver $400 Billion at Stake! Trend-Following Funds Record Short Global Bonds; US CPI This Week Key to P&LBearish sentiment in US stocks continues to spread; historical data suggests it may fuel the next rally in the S&P 500EIA Raises Brent Crude and Refined Product Price Forecasts 2026 Average Brent Price Up 6.1%, Gasoline Up 5.9%, Diesel Up 8.5%Hawks Now Account for Half of the FOMC: Will Warsh Become a 'Lame Duck' Chair?Apple welcomes another executive change as Bailey, head of payment and wallet services, will retireGoogle claims that Gemini's monthly user count has exceeded 1 billionNVIDIA's credit risk indicators have declined, CEO clarifies $500 billion financing planPre-IPO Cash-Out: OpenAI Completes $7 Billion Employee Equity TransactionBYD's Flash Charging Enters the 100,000 Yuan MarketEscalating Shipping Risks in the Middle East: US Forces Fire on Merchant Vessel Attempting to Break Blockade; Red Sea Attack Leaves 3 DeadSE: Rally — Is E-com Finally Turning?It is reported that about one-third of the subscribers did not receive shares in the Intel stock issuance transactionNVIDIA launches its first open-source AI modelNVIDIA launches Nemotron 3.5 Lightning targeting AI acceleration for intelligent agentsTSMC's "Mr. CoWoS": ABF Substrate Shortage May Be Second Only to Memory in Coming YearsCME Official Announcement: Following Gold, Silver Futures to Join "Around-the-Clock Trading"A Recent Email Within Microsoft Seems to Confirm What Many Suspected: Tech Companies Are Overspending on AITINGYI's H1 Revenue Edges Up 1.1%; Product Mix Adjustment Boosts ProfitsIs Leveraged Capital Hijacking the AI Rally? Related ETF Exposure Has Climbed to 58%, Rebalancing May Intensify Tech Stock VolatilityAI reasoning moves towards the era of heterogeneous computing power! Microsoft's Maia 300 accelerates the rise of self-developed silicon, while Taiwan Semiconductor and Marvell Tech welcome the ASIC growth cycleNVIDIA rises nearly 2% in pre-market trading: Reports indicate the company is developing new proprietary AI modelsNVIDIA is fully developing the Nemotron 4 open-source large model to drive chip demand while directly facing customer competitionSE (Trans): Shopee targeting $1bn FY EBITDATencent Music (Minutes): Its Core Strategy for the Current Competitive Landscape Is to Hold the Line on Its SVIP Base.HOOD: Is the 'Robin Hood' of US retail investors really Trump's lost cause?Following Seed and Flow, ByteDance Establishes Another AI Tier-1 Department, Targeting "Data"CHINA LIT Accelerates IP Monetization: Short Dramas and AI Animated Series Account for Over 12% of Half-Year RevenueTaiwan Semiconductor and Sony finalize a $4.7 billion joint venture agreement to mass produce the next generation of image sensors by 2029US CPI Expected to Cool in July: Fed Rate Hike Expectations May Face a Second Shock明天美国 CPI 有 “鸽派惊喜”？高盛称通胀或低于普遍预期 ，汇丰则押注 “温和” 数据TME: Generous buybacks — can they reignite the 'small-and-beautiful' narrative?U.S. Stock Market Outlook | Three Major Index Futures Rise Together, NVIDIA Teams Up with Wall Street to Leverage $500 Billion, Yen Approaches 160 AgainHas the Plunge Cleared the Market? Analysis: Leverage Nearly Fully Unwound, South Korean Stocks Face a Second Short-Squeeze Buying OpportunityTaiwan Semiconductor and Sony Semiconductor Solutions will establish a joint venture for image sensorsOn August 11th, Xiaomi Corporation-W spent approximately HKD 49.9574 million to repurchase 1.868 million sharesConcerns Over Memory Chip Peak Intensify; Multiple South Korean Brokerages Cut Price Targets for Samsung and SK Hynix, with Deepest Cuts Exceeding 30%US-Iran Deal Remains Elusive; Analysts Warn Oil Prices Could Surge to $120–$140Bank of Korea Deputy Governor: Inflation Persists Above Target, Further Rate Hikes ExpectedRKLB: Neutron may be delayed; can it challenge SpaceX?SK Hynix Becomes Kioxia's Largest Shareholder, Japan's Largest NAND Manufacturer Changes HandsOn August 10th, Li Auto-W spent USD 3.2219 million to repurchase 502,300 sharesThis AI Cloud Stock Is Obliterating Amazon, Microsoft, and Alphabet With a 1-Year Return of 275%. Is It Still a Buy?NVDA teams up with six tech giants to mobilize RMB 500bn for AI infra; PDD rolls out 'arrives as soon as tomorrow' entry | Daily News RecapETF Daily (08.11) | Negotiations in the Strait of Hormuz between the U.S. and Iran continue, oil and gas ETFs surge while the gold sector collectively retreats