WMT: What Built the Trillion-Scale Retail Juggernaut?AAPL pivots from the 'Cook era' to a hardware-first play; AMZN adds $5bn, doubling down on Anthropic | Daily News RecapChina Mobile: Tax Reform Skimming? Payouts Need to Be More GenerousMU debuts 24Gb GDDR7 memory; DeepSeek's first external round sparks AI capital frenzy | Daily News RecapHikvision: Price Hikes as Lifeline, Layoffs for Efficiency — Has the Growth Thesis Changed?BABA 'Happy Oyster' Unveils Virtual World; Meituan 'Shrimp 345' Expands AI Ecosystem | Daily News RecapNFLX (Trans): FY revenue guidance already factors in potential price hikes this yearNo WBD deal, NFLX still bombed — is it out of ideas?Kweichow Moutai: Don't be spooked by the results; 'market-based' is the real trump card!SCHW (Trans): NIM Has Upside; Product Innovation in the Pipeline (crypto trading, AI features)SCHW: Solid Organic Growth; Short-Term Blips Not a Major ConcernTSM (Trans): Stays 'cautious', modestly lifts FY guideTSM: AI's Undisputed Leader — Who Can Challenge It?XPEV GX flagship debuts; TSLA hits AI5 chip tape-out milestone | Daily News RecapChina Mar. Retail Sales: Consumption Cold Snap? How Bad?CATL (1Q26 Trans): Q2 builds remain fully booked; capacity utilization holds at 85%-90%.CATL: The unshakable 'TSMC' of the energy era!ASML (Trans): No order data; 2028 visibility too far out.ASML: AI fever is on—Is the litho selloff a head fake?Anthropic may roll out Opus 4.7 as early as this week; NVDA's quantum model targets baryons | Daily News RecapAI Power Crunch: Who Can Fill the Gap and Reignite?SAIC-GM-Wuling teams up with CATL; ORCL inks 2.8GW fuel-cell deal | Daily News RecapTrump’s return to office is not far off. Risk appetite can start to recoverMiniMax M2.7 open-sourced globally; AAPL's first foldable slated for Fall 2026 | Daily News Recap