The U.S. Supreme Court issues a one-day temporary stay, providing a brief respite in the Apple App Store fee rate disputeJuly Inflation Data Came in as Expected, Lowering the Odds of a Fed Hike in September Yet AgainJD.com Global Purchase establishes a procurement entity in South Korea to continue deepening cross-border direct sourcing of quality consumer goodsUnderstanding the Market | Tencent Holdings opened over 3% lower after earnings, with increased AI investments driving up capital expenditures and negative free cash flow for the quarterWorkBuddy 存在感极强——腾讯 Q2 财报电话会的 10 点观察与思考Fed Whisperer: Inflation Data 'Lukewarm,' Fed Gets Temporary Respite but Path Remains UnclearIs Sanae Takaichi Poised to Replay the UK's 'Truss Moment'?DeepSeek Agent Exposed! An Affordable Agent for Everyone?The Key to Jensen Huang's $500 Billion Gamble: Can Chips Disrupt the Iron Law of Depreciation for Tech Products?Susquehanna maintains a strong buy on NVIDIA: GB300 shipments continue to increase, Vera Rubin release imminentMorgan Stanley: Downgrades Tencent's target price by over 15%, increased AI investment is expected to weigh on short-term profitsEarnings Ignite 'AI Cloud': CoreWeave and Nebius SurgeEarning $100 Million This Year! Better to Be an "Influencer" Than "The Big Short"CICC: U.S. Inflation Enters "Gear Shift Period""Panic"? Where is the "panic"?Market Expectations for Fed Rate Hikes Plunge Following US Non-Farm Payrolls and Inflation Data早餐 | 存储、AI 概念股飙升：SK 海力士领衔涨超 9%Breakfast | August 13, 2026Will the AI chip market landscape change? CoreWeave issues a warning: abandoning exclusive use of NVIDIA chips will come at a high costCerebras 电话会：“快速推理需求是无限的”，明年一季度上线 AWS BedrockUS July Budget Deficit Hits Record for the Period; Interest Expense Surpasses $1 Trillion This Fiscal YearTop 20 U.S. Stock Trading Volumes on August 13: Philadelphia Semiconductor Index Rises Over 2%, Storage Sector Generally UpAmid Midterm Elections, Trump Administration Considers Capital Gains Tax Cuts, with Wealthy as Primary BeneficiariesReminder: Key Intraday Focus Points (All Times in Beijing Time)On August 11th, Li Auto-W spent approximately USD 5.2617 million to repurchase about 835,900 sharesFed Expected to Maintain Pace of Reserve Management PurchasesU.S. 10-Year Treasury Auction Yield Hits Highest Level Since 2007 Financial CrisisOptical communications giant Coherent's earnings and guidance beat market expectations, but after-hours selling pressure sent shares down 5%. During regular trading hours before the report, Coherent's stock surged over 8%, rebounding sharply in recent weeksCisco Posts Record Q4 Revenue, $4 Billion in AI Infrastructure Orders; Current Guidance Beats Expectations | Earnings WatchAI Trading No Longer Moves in Unison: Optical Networking and Data Centers Lead, While Memory and Power Themes Lag"Nvidia Challenger" Cerebras Q2 Revenue Doubles but Losses Persist, Shares Plummet Over 12% in After-Hours TradingYen Approaches 160 Intervention Warning LineSpaceXAI's New "Killer App": Grok 4.6 Agent Outperforms GPT-5.6 and Fable 5 in Tests, Priced at Half That of CompetitorsSurging Demand for Computing Power: Nebius Q2 Revenue Soars 454% YoY, AI Cloud Sales Jump 514% | Earnings WatchGoogle releases Pixel 11, leveraging Gemini to compete with Apple and kick off the AI smartphone raceOPEC Monthly Report: Lowers 2026 Global Oil Demand Forecast; Saudi Arabia Restores Over 1 Million Barrels/Day in JulyTencent: AI spend in overdrive? Rejuvenation needs a final pushGoogle's wearable device new feature: Long-term tracking of insulin resistance, taking a key step towards comprehensive blood glucose monitoring腾讯电话会：AI 投入回报空间已现，WorkBuddy 毛利率已显著改善，算力出租为 “安全垫”Google Unveils Pixel 11 Series: Price Hikes and Stale Design Raise Questions on Challenging Apple and SamsungFull text | Tencent Q2 earnings call transcript: AI is a long-term track, not preparing to lease computing powerBLOKS' US Expansion Shows Results: Overseas Revenue More Than Doubles in First HalfFrom Curry to Mbappé? LI NING Denies Advancing Related Partnership"Big Short" loses its cool? Barry angrily criticizes NVIDIA's $500 billion financing as "financial engineering of 2008," but the market supports AI computing power demand with real moneyZhitong Hong Kong Stock Analysis | Temasek's Move in Korea Drives Storage, Urban Renewal "14th Five-Year Plan" Activates Real Estate