The Antitrust Time Bomb Behind the AI Memory Frenzy: Three Giants Face U.S. Class Action, HBM Transition Accused of Manipulating DRAM PricesMorgan Stanley: Reiterates "Overweight" rating on NetEase, dual primary listing earlier than expectedSouth Korea's Largest Investment Plan in History? Samsung and SK Hynix May Jointly Invest 2,000 Trillion South Korean WonNvidia's Next $1 Trillion Opportunity May Have Nothing to Do With GPUsNVIDIA partners with Firmus to build an "AI factory" in Southeast Asia: 170,000 GPUs and 360MV liquid cooling deployed in Indonesia, aiming to break the computing power monopoly of giantsNew Stock Interpretation | LUXSHARE-ICT's Hong Kong IPO, a 330 billion manufacturing giant seeking answers "beyond Apple"AI iteration accelerates again! Musk reveals Grok 4.5 has been internally tested at SpaceX and TeslaUnderstanding the Market | GIGADEVICE rises nearly 9% to a new high, reports say Apple hopes to procure Changxin memory, Citigroup is optimistic about the Changxin-related supply chainUnder the computing power shortage, "clear accounting": Google cuts off supplies to Meta, and Gemini's computing power is limitedGalaxy Securities: From a medium to long-term perspective, gold still has strategic allocation valueCiti: Apple's recognition of Changxin Storage will enhance its global statusSG Morning Brief | Nasdaq Posts 5th Straight Loss and Worst Week in a Year; OpenAI Delays IPO to 2027A-share Pre-market Report | Intensive Good News! Storage Giant Announces Large-scale Investment Plan, Apple Reportedly Wants to Purchase Changxin Storage ChipsUS Equity Funds Saw Net Outflows Last Week, Dragged Down by the Technology SectorZhitong Hong Kong Stock Early Knowledge | 7 National Standards for Artificial Intelligence and Intelligent Agent Interconnection Series Officially Released, Midea Group's European Air Conditioning Market Welcomes Explosive GrowthTesla Reports Q2 Deliveries in a Matter of Days. Here's the Number That Matters.Breakfast | June 29, 2026Reminder: Key Focus for the Day (All times in Beijing Time)This Nvidia-Backed Artificial Intelligence (AI) Infrastructure Stock Has Multibagger Potential. It Is Trading at an Incredibly Attractive Valuation Right NowThe Federal Reserve Has New Rules for Stablecoins. Circle Could Be The Biggest WinnerChina's First Thousand-Site 5G-A Super Uplink Network Goes Live, Launching a Multi-Trillion Yuan Race for Next-Generation Communication NetworksThe Billionaire Who Sold Nvidia Too Early Just Bought 196,000 Shares of Broadcom -- Here's the Thesis Behind the Rotation2 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 FedGOWORLD: No products supplied to NVIDIA as M8 and M9 copper-clad laminates have not been produced by the companyGUOSEN SECURITIES: Mid-term asset volatility may intensify, equities remain the optimal solutionCITIC Securities: K-shaped differentiation has reached a stage of extremity, and the A-share market shows greater resilienceComputing Power Crisis: Google Quietly Imposes Gemini Usage Caps on MetaGoogle 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 IndustryWhere 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.)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 2027Gold Falls Below $4,000 Mark, Records First "Death Cross" Since September 2023One 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?US-Iran Deal Pushes Down Oil Prices, Transmission to End Users: June Michigan Consumer Confidence Bottoms Out and Rebounds, but Remains at Historically Low Levels