The Connotation of 'Timely Adjustment' – Commentary on the July Politburo MeetingThe Market Doesn't Believe in 'Myths': Did the 'AI Stock God' Die from Leverage?RDDT (Trans): Focus on feed improvementsSeoul Composite Index Surges Over 14% as U.S. Tech Stocks Rebound Sharply in Overnight Trading"AI Stock God" Crashes, "Blood-Stained Chips" Exit, Wall Street Bets: AI Has Bottomed Out!COIN Trans: Shift from Bitcoin to SubscriptionsZhitong Hong Kong Stock Early Knowledge | National Standard for Heated Tobacco Products Seeks Opinions, Apple Expected to Miss Revenue Expectations for Fourth Fiscal Quarter, After-Hours Drop Exceeds 8%Breakfast | July 31, 2026Apple's Greater China and services business quarterly sales fell short of expectations, with supply shortages dragging down financial forecastsOn July 29th, Li Auto-W spent USD 5.1393 million to repurchase 740,700 sharesAAPL (Trans): Strong sales turning into a headache? Sep-qtr guidance constrained by FX and supply.Samsung's Earnings Beat Expectations Significantly; Korean Stocks Rebound Strongly by Over 5%, Samsung Rises More Than 5%, Japanese Stocks Gain Over 2%Cook's last financial report during his tenure: Apple's Q4 revenue guidance falls short of expectations, chip shortages pressure the supply chainApple's iPhone Revenue Rose 22% Last Quarter, Slightly Beating Expectations, but Services and China Performance Lagged, Warning of Supply Shortage Impact | Earnings InsightsAMZN (Trans): Capex raised to $220bnOvernight news on July 31: Microsoft's market value increased by $450 billion in a single day; Meta's future spending commitments approach $700 billion; Musk will support the Republican midterm electionsReminder: Key Intraday Focus Points (All Times in Beijing Time)Earnings Call: Apple expects Q4 revenue to grow 9%-11%, while analysts forecast 12.1% growthiPhone sales surged 22% year-on-year, Apple Q3 profit exceeded expectationsIs Amazon a Buy After Its Latest Earnings Report?Violent Rebound in the Yen! USD/JPY Drops Over 3% to 158.5 as Market Speculates on Renewed Intervention by Japanese AuthoritiesMicrosoft's Market Cap Surges by $490 Billion in a Single Day, Potentially Setting a Global Record for Largest One-Day GainEarnings Call: Amazon AWS Backlog Reaches $496 BillionTop 20 US Stock Trading Volumes on July 31: Microsoft's Stock Price Achieves Best Single-Day Performance in 18 YearsThe Fed's Preferred Inflation Metric Slowed in June -- but Investors Shouldn't Get Too Excited YetAmazon's cloud business revenue surged 37% in the second quarter, achieving the highest growth rate since 2021Apple's Q3 Revenue Hits $109.42 Billion, Beating Analyst Expectations of $108.85 Billion; iPhone Revenue Reaches $54.25 Billion, Exceeding Expected $53.6 BillionAmazon's Q2 revenue exceeded expectations, and the stock price surged over 9% in after-hours tradingPressure on Long-End U.S. Treasuries Persists After U.S. PCE Data: 30-Year Yield Approaches 5.2%, Term Spread WidensOpenAI Launches GPT-5.6 'Promotion': Luna Price Cut by 80%, Sol Debuts 2.5x Speed 'Reverse Markup' ModeGoogle guarantees Anthropic's Texas data center $15 billion financing enters final negotiationsMicrosoft and Meta Earnings 'Repair' AI Faith; Chip Index Posts Largest Intraday Gain Since April as Data Center Supply Chain SurgesWhite House Officials Speak Out in Succession: Hassett Says PCE Data Makes Warsh's Job "Easier," Navarro Calls on Fed to Consider Fed Rate CutAmazon's Q2 Net Sales Reach $200.6 Billion, Beating Expectations of $197.01 BillionU.S. 30-Year Mortgage Rate Rises to 6.66%, Hitting One-Year HighBTIG Strategist Warns: US Tech Stock Rebound May Be a Trap, Momentum Deleveraging Not Yet Over$19.6 Billion: The Microsoft Earnings Number That Matters MostThe massive investment in AI raises concerns as Meta (META.US) sees a 94% drop in free cash flow, yet some Wall Street institutions remain optimistic about its long-term prospectsNine Key Signals from the Politburo Meeting: Macro Policies to Boost Effectiveness, Pragmatic and Effective Incremental Policies ExpectedGermany's July CPI Rises to 2.8%, Hitting a Three-Month High; Expectations for ECB Rate Hike in September SurgeGoogle Unveils Gemini Robotics AI Model to Tackle Dexterity ChallengesAI Strategy May Shift: Report Says Microsoft Considers Supporting "Open-Weight" AI Models Amid Rise of Chinese AIAmazon's Zoox has received clearance from the NHTSA and will launch a paid autonomous ride-hailing service in Las VegasMeta's stock price plummets: Why has the company become Wall Street's "abandoned child"?Oracle and Google expand cooperation to bring Gemini into enterprise applicationsTaiwan Semiconductor develops AI chip packaging technology to compete with IntelUS Q2 GDP Annualized Growth at 1.5% Misses Expectations, PCE Price Index Rises 3.4%