Roblox vs. Genie: A Closed Ecosystem That Can’t Be BeatenARM (Trans): Handset exposure limited; FY2027 to sustain 20% growthAAPL plans a low-cost MacBook; Lei Jun says the new SU7 is set for Apr | Daily News RecapARM: AI tailwinds intact; handsets now a drag?QCOM (Trans): Memory Shortage; Smartphone OEMs Cutting Production PlansGoogle (Trans): Expects compute capacity supply to remain constrained for the full year (energy, land, supply chain).GOOGL: The Giant Doubles Down on AIQCOM: Memory Crunch Deepens; Smartphone Stocks at Risk?New AI tools trigger software selloff; WeChat cracks down on Yuanbao violating links | Daily News RecapAMD (Trans): LT outlook unchanged; MI500 slated for 2027.AMD: Big talk, small results — When will it execute?DIS (Trans): No plan to acquire more IP; focus on developing existing franchisesTax-hike rumors rattled the market; Dongpeng Beverage's debut was 'lukewarm' | Daily News RecapChina ADRs: Rationale behind Tax Hike Scare?PLTR (Trans): From 'Allaying Skepticism' to 'Faster Deployment' vs. 2 yrs agoPLTR: Another strong print—can the AI apps leader get back to ATH?DIS: Volatility Inevitable in Integration; Awaiting New Growth DriversGaming Stocks Rout: Did Google Do a 'Thanos' Snap?Gold and silver slump, cooling the market; BABA's Qwen adds RMB 3 bn for Lunar New Year | Daily News RecapMETA (Follow-up call Trans): Most capex translates into post-2027 capacityiPhone Rocks, with Gemini Teamup — Is Apple’s AI Era Finally Coming?