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LKNCY (Trans): Market Share Gain Remains Top Strategic Priority ---LKNCY: Is China's coffee leader being held hostage by the delivery wars? ---VIPS: Negative Growth Again? 10% Shareholder Return to the RescueBIDU (Trans): Focus on shareholder returns, stronger mgmt. execution ---TCOM: After the regulatory crackdown, can it remain a lean, high-quality play? ---BIDU: Ad Engine Falters; Is Kunlunxin the Lifeline? ---Alibaba Cloud rolls out dirt-cheap AI coding bundle; JD's 'Billion-yuan Supermarket' reignites subsidy rush | Daily News Recap ---CRM Trans: Organic rev. growth to re-accelerate in H2 FY ---CRM: AI-replacement thesis sweeps; is the SaaS leader now a 'castoff'? ---NVDA (Trans): Compute Spend Linked to Rev.; Supply Chain Security Prioritized ---NVDA: Blowout results vs. a cold tape — Has the market's top darling fallen out of favor?---Circle (Trans): New Bill Nears Passage; Arc to Drive Future Growth ---CRCL: Results Push Back at Bears — Can the First Stablecoin Stock Stay Steady? ---HK Budget Ups I&T; META, AMD Seal 100bn-Class Compute Deal | Daily News Recap ---Mercado (Trans): Will develop an in-house e-comm AgentMELI: LatAm's 'Alibaba' with a split personality — a rev. giant, profit minnow---Musk drops another ace: Can SpaceX remake space economics? ---CTG Duty Free hits limit-down on a negative surprise; Lei Jun sets '15-5' hardcore chip push | Daily News Recap---With Trump tariffs axed and China models soaring, can China ADRs rally? ---
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