2 Dividend Stocks to Buy Even as New Fed Chair Kevin Warsh Holds Interest Rates SteadyMemory shortages have impacted Apple and Microsoft, but for small businesses, it is a "survival crisis."Australia's Firmus Technologies has reached an artificial intelligence cooperation agreement with NVIDIAAGNC Investment's More Than 13.5% Yield Just Got a New Headwind From the Fed“央行中的央行” 拉响 AI 泡沫警报：万亿美元资本支出狂潮恐演变为漫长崩盘AI 基建 “吞金” 无底洞：科技巨头密集融资引爆债市担忧，高评级信用利差走阔SemiAnalysis：从基础设施到模型层，AI 价值链上的财富迁移正在提速美银 Hartnett：若 Mag7 再跌，今夏市场或将全面转入防御模式两个世界，两手准备GOWORLD: No products supplied to NVIDIA as M8 and M9 copper-clad laminates have not been produced by the company康宁官方详解：“吓崩” CPO 的 Glass Bridge 到底如何运作GUOSEN SECURITIES: Mid-term asset volatility may intensify, equities remain the optimal solution强美元、加息预期与 AI 虹吸CITIC Securities: K-shaped differentiation has reached a stage of extremity, and the A-share market shows greater resilience美国科技企业悄然转向中国 AI 模型，Coinbase 带头用上 GLM 与 KimiComputing Power Crisis: Google Quietly Imposes Gemini Usage Caps on Meta利率破 5，黄金崩？长江证券想证明：加息未必利空黄金美联储的集权式改革以及沃什的阳谋Google has restricted Meta's usage of Gemini due to a surge in demand for artificial intelligence leading to capacity constraintsTesla Completes Key AI Chip Milestone in Its Push Beyond the Auto Industry7 月美联储决议前，沃什有两次” 重要亮相”，下周是第一次！什么导致本周市场大动荡？高盛合伙人：不是沃什，而是 AI 再平衡Where Will Nvidia Stock Be in 2030?Amazon Prime Day online total spending exceeds Adobe's expectationsSerbian RMB Forum Focuses on Expanding Bilateral Financial CooperationCinda Securities: Global liquidity has reached a tightening range, and the US dollar index may enter a wide fluctuation phase in the second half of the yearNvidia Owns This Under-the-Radar $20 Stock Poised to Disrupt a $1.8 Trillion MarketKevin Warsh Just Suggested the Fed May Bring Down the Hammer on Inflation. Could It Spell Trouble for Wall Street?NVIDIA's AI Footprint Expands Again! Data Center Ethernet Switch Revenue Soars 193%, Quietly Claiming Global Top SpotMicron's Explosive Earnings Report: The 1 Mind-Boggling Number You Won't Want to Miss. (Hint: It Beats Nvidia.)海外研究员眼中的中国 AI：智谱是 “中国 Palantir”，MiniMax 对标 Character AI，豆包是 “中国 ChatGPT”Insurance brokerage giant Hub International secretly files for a U.S. IPO, with fundraising intended for debt repaymentMing-Chi Kuo: Apple Upgrades AI Strategy, Base iPhone RAM to Increase to 9GB by 2027“OpenAI 推迟上市” 之下：甲骨文、Nebius 带头硬件股下跌，ServiceNow 和 Workday 领衔软件股全线大涨美股连跌的 “核心逻辑”:“最大权重” Mag 7 陨落Gold Falls Below $4,000 Mark, Records First "Death Cross" Since September 2023AI 交易退潮席卷科技股：安森美暴跌 24%，甲骨文创 2001 年来最大周跌，七巨头全线周跌IPO 承诺加速落地！马斯克获批收购光通信企业 Mesh，推进太空算力战略One of Warsh’s First Key Appointments: Two Fed Economists Named as Advisors, Focusing on Interest Rate ResearchThe head of Apple's Vision Pro headset and smart glasses division will leave to join OpenAIUS Tech Stocks Under Collective Pressure: Is the Market Replaying the DeepSeek Shock Scenario?韩国成全球 AI 交易 “高压锅”：500 亿杠杆 ETF 加剧波动，亚洲硬件供应链迎基本面大考US-Iran Deal Pushes Down Oil Prices, Transmission to End Users: June Michigan Consumer Confidence Bottoms Out and Rebounds, but Remains at Historically Low LevelsApple's first touch MacBook is reportedly set to feature the M5 chip, with an M7 model to followAI 存储繁荣的新裂缝：客户正在想办法摆脱内存依赖启境 GT7，广汽没有退路的第二战The demand for AI computing power continues to be strong! Amazon's cloud computing business AWS has once again raised the prices for GPU capacity reservation servicesSharp Drop in Short-Term Inflation Expectations Resonates with US-Iran Ceasefire, Leading to Repricing of ECB Rate Hike BetsUS Stocks at Open: NASDAQ Composite Index Down 1.1%, Philadelphia Semiconductor Index Down Over 4%, Micron Tech Down About 6%