"I Won't See You Next Time"! Powell's Curtain Call: An "Outsider" Steers the Fed Through Its Most Turbulent Eight YearsCainiao's International Expansion Continues: Securing Large Warehouses in EuropeNVIDIA makes its first move in legal AI, betting on a valuation of $5.6 billion for the startup LegoraUnderstanding the Market | Gold Stocks Decline Collectively, Spot Gold Plummets Below the Key Level of 4600, Gold Price Upside Potential Restricted by "Dual Expectations"Hong Kong Stocks Intraday | Three Major HK Indices Retreat Collectively; Chip and Insurance Sectors Strengthen; SMIC Leads in TurnoverUS Tech "Big Four" Set Record $725 Billion AI Spending This Year, but at a High Cost: Chip Price Hikes and Capacity ConstraintsTesla Semi trucks have begun mass production, Musk: Should we give Bill Gates one?Understanding the Market | Copper Stocks Fall Collectively, Discrepancies in Federal Reserve Rate Cuts Widen Again, Copper Prices May Face High-Level Volatility and Adjustment"Autocrats" won't work? Morgan Stanley strategists warn Walsh: Follow in the footsteps of giants, first learn to build consensusGOOGL (Trans): ROIC-Disciplined AI Investment to Stay AheadQCOM (Trans): Q3 marked the bottom for China Android; signed a new major client for its custom ASICs.Hong Kong Stock Midday Review | The Hang Seng Index fluctuates lower with technology stocks broadly declining, while semiconductor stocks rise against the trendStrongest Quarterly Earnings in History! Samsung Q1 Profit Surges Eightfold, Surpassing Full-Year 2025 Total, with Memory Business as Core EngineUnderstanding the Market | Chip Stocks Strengthen in the Morning, Google Cloud Sees Explosive Growth in Q1, Strong Demand for TPU Chip MarketTech Giants' Earnings Showdown: Why Did Only Alphabet Win?New Highs on a High Base! NCI Nets RMB 6.5 Billion in Q1Tesla Semi trucks begin mass productionDongpeng Beverage: Under fire on all fronts — can the energy-drink leader rebound?'AI' GOOGL: No Scary Stories, Just a WindfallThe interest rate decision hides a power signal: Analysts say the FOMC's record divergence is meant to warn Waller that "he cannot fully control the situation."Understanding the Market | Non-ferrous stocks lead the decline, inflation expectations rebound driven by energy prices, non-ferrous metals under overall pressureMeta Platforms Conference Call: Full-Year CapEx Raised by Another $10 Billion to Record High; AI Agent Commercialization Path Remains UnclearQCOM: Can the AI boost offset handset softness?SG Morning Brief | Cloud Earnings Crush It, Fed Splits 8-4, Macro Gauntlet AwaitsMeta's stock price falls due to concerns over artificial intelligence spending and legal scrutinyTrump Insists on "Blockade" as Brent Crude Rises for Eighth Straight Day, Surpasses $120; Iranian Parliament Speaker Mocks: "Next Stop $140"Azure cloud computing revenue surged by over 40% to $190 billion, boosting AI infrastructure! Microsoft's performance may not be explosive enough, but it's sufficient to sustain the AI super bull marketPowell "Stays On," Three Voting Members Oppose Rate Cut—This Is the "Succession Scenario" Facing New Fed Chair Warsh"Big Four" Tech Giants Release Earnings on Same Day in Rare Occurrence: Alphabet Surges, Meta Plummets; Rapid Cloud Growth for Alphabet, Microsoft, and Amazon; Alphabet and Meta Raise Capital ExpendituresCICC: The likelihood of the Federal Reserve raising interest rates this year is relatively low, and the next rate cut may be delayed until the fourth quarterThree Voting Members "Oppose Rate Cut," Short-Term Treasuries Plunge, Market Prices in Fed "Rate Hike" by 2027Alphabet Q1 delivers a stunning report card: revenue growth of 22%, Google Cloud explosive growth of 63% to $20 billion, $70 billion buyback plus a 5% dividend increase to reward shareholdersFirst batch of refunds for "Trump tariffs" to be issued around May 11智通港股早知道 | 美联储 8 比 4 投票维持利率不变 WTI 原油期货当月连续合约涨 8.57%Amazon's Q1 revenue and net profit both exceeded expectations! AI bets pay off: AWS surged 28%, reaching a three-year high, with AI budget aiming for $200 billion this yearThanks to strong demand for artificial intelligence, Amazon's cloud business performed better than expected, and its stock price roseMicrosoft's Revenue Growth Exceeded Expectations Last Quarter, Azure Cloud Revenue Rose 40%, Capital Expenditure Unexpectedly Slowed | Earnings InsightsReminder: Key Focus for Intraday Trading (All times are in Beijing Time)Cloud Business Drives Amazon Q1 Revenue Acceleration; AWS Revenue Growth Hits Two-Year High; Capital Expenditure Exceeds ExpectationsAnthropic Considers Fundraising at Valuation Exceeding $900 BillionAlphabet Q1 Revenue Beats Expectations with 22% Growth; AI Drives Multi-Segment Expansion, Cloud Surges 63%Amazon increases spending to accelerate cloud business salesQualcomm Q2 Mobile Chip Revenue Drops 13%, Weak Q3 Guidance, Data Centers Emerge as New Lifeline | Earnings InsightApril 30th Foreign Market Headlines: The Federal Reserve holds steady, Powell states he will remain a governor, Microsoft, Google, Amazon, and Meta report positive earningsU.S. 2-Year Treasury Yield Breaks Above 3.95% During Powell's Latest Press ConferenceAMD surged 4.3% on Wednesday after being positively rated by SusquehannaAfter the Fed decision, US Treasuries, stocks, and gold dipped slightly, reversing after Powell's press conference; overall daily volatility remained limited