Morgan Stanley issues a "tranquilizer": Nvidia is fine, Blackwell chip's fourth-quarter delivery schedule remains unchangedMarket Pricing: Probability of US Recession Rising, Goldman Sachs: 41%, JP Morgan: 31%The world's largest sovereign wealth fund reduces holdings in Meta and ASML, while increasing holdings in Shell and three other energy giantsBlackRock still loves tech giants: Q2 increased holdings in NVIDIA and Apple, with Microsoft remaining the top holding stockAccurately predicting after the July decline, well-known Wall Street short sellers: There are almost no signs of the US stock market entering a bear marketA Texas judge who owns shares in Tesla recuses himself from lawsuits against X, a subsidiary under Musk's nameGoldman Sachs, JP Morgan: Market is pricing in a higher probability of economic recessionConfident in weakening inflation! US stocks and bonds rise together, welcoming tonight's US CPITaiwan Semiconductor's US factory has not produced a single chip in 4 yearsBreakfast | NVIDIA, Tesla lead the surge in technology stocks! Starbucks soared 24.5%, marking the largest single-day increase in historyThe United States considers rare anti-monopoly measures: splitting up AlphabetGoldman Sachs: US July CPI highly anticipated but more sensitive to retail sales and jobless claims data this weekAnother strong evidence of weak US consumption: Home Depot lowers this year's same-store sales guidance, expecting a wider decline | Financial Report WatchThe US bond market faces a test of inflation data, with traders betting that the upward trend will continuePre-market trading in the US sees futures of the three major indices rising, with NVIDIA up 1.7%, while European stocks open higher but trend lower afterwardsFed policymakers are cautious: more data needed before rate cut, to ensure no forced rate hikes after the first cutReminder: Please pay special attention today (all in Beijing time)Wall Street Big Short: Unlikely for US stocks to collapse across the board, but limited upside potentialTraders expect the Federal Reserve to cut interest rates significantly, facing the risk of underestimated inflationOvernight US Stocks | PPI Data Boosts Rate Cut Expectations, Nasdaq Rises Over 2.4%, NVIDIA Rises Over 6%Atlanta Fed President: Expects the US economy to reach a rate-cutting state in the coming monthsThe probability of the Federal Reserve cutting interest rates by 50 basis points in September is 46%After being convicted of monopolistic practices, will Google follow in Microsoft's footsteps and face the fate of "breaking up"? The US Department of Justice is considering a splitBlackRock increases holdings in NVIDIA and Exxon Mobil in Q2Investors aggressively bought on dips before the financial report, NVIDIA rose by 17% in four days, increasing its market value by $420 billionThe ICE US Dollar Index fell by about 0.5% before the release of US CPI, the Japanese Yen rose above 147, while the British Pound, Australian Dollar, and New Zealand Dollar all rose by at least 0.7%Fed voting members this year send cautious signals: Emphasizing the hope to ensure no forced rate hikes after starting to cut ratesThe 2-year US Treasury yield fell by about 8 basis points, as the US PPI data boosted market expectations for a rate cut by the Federal ReserveCatching up with Apple's intelligence: Google's Android system first equipped with Gemini AI assistant, releasing the most powerful AI Pixel flagship phoneBank of America customers bought heavily into US stocks last week, led by institutional investors, with accelerated buybacksMounting Pressure! Resignation Wave in Indian Banking Industry, Resignation Rate Exceeds 50% in Major Private BanksAre insurance funds copying everyone's "bottom"?Starbucks changes its leadership in the face of weak consumer demand, and its stock price soars! Chipotle CEO, who once turned the tide, takes overSea: Beat the "ghost stories", Southeast Asia's “little Tencent” still impressiveUS Stock Market News | Chipotle Mexican Grill drops more than 10% as news suggests its CEO is about to join StarbucksU.S. Stock Market News | Super Micro Computer Surges Over 7%, Up 90% Since the Beginning of the YearYen arbitrage trading not completely resolved! Going long on the yen becomes the "answer to the question"?NONGFU SPRING's biggest competitor is also going publicBank of America customers aggressively buy $5.8 billion worth of US stocks on dipsUS Stock Market News | Starbucks surged over 21%, will appoint Nicole as the company's CEOCentral Bank Official to Media: Reasonably Interpret Current Financial Data ChangesJensen Huang continues to reduce his stake in NVIDIA: cashing out over $500 million in the past 2 monthsUS Stock Market Update | Large-cap tech stocks rise, NVIDIA surges over 5%Tesla rose more than 3.2%, with two Cybertruck models each increasing by $20,000How is the AI bubble "blown up" by tech companies?Pinduoduo launches technology service fee refundable rightsOCUMENSION "joins hands" with global ophthalmic leader Alcon, introducing 8 drugsIndia's "third largest IPO" surged more than 50% on its first day of tradingAnnouncement on the evening of August 13th | CH ENERGY ENG signs a 7 billion Saudi photovoltaic project; Tongwei plans to acquire Runyang for 5 billion; FII's interim report shows a 22.04% increase in net profitService costs decline for the first time this year, US July PPI cools more than expected! Traders increase bets on a 50 basis point rate cut in September