Earnings Preview | After the most expensive IPO in history, Starship, Starlink, and AI computing power, who can save SpaceX's trillion-dollar valuation?Google DeepMind Executive: AI's Hundreds of Billions in Capital Expenditure Is the Biggest Scientific Bet in Human History, Core Wager on "Recursive Self-Improvement"Google DeepMind executives warn: AI revenue cannot support $700 billion in capital expenditure, but RSI will disrupt everythingGoldman Sachs Partner: Earnings Are the Core Driver, S&P 500 Poised to Hit New ATH This YearPrologis: Maintains a positive outlook on the Japanese stock market; short-term market mispricing may present investment opportunitiesPLTR: Issues Fixed, Is the Cult Stock Back in Full Force?AI bulls face the first hard threshold after the surge at the end of July! Kalshi jumps ahead of Wall Street to issue a July non-farm payroll warning"Explosive Rally Not Over Yet!" Deutsche Bank Maintains $4,600 Gold Price Target"AI Stock God" Blowout and "Epic South Korean Stock Market Crash" – Seemingly "Accidental" but Actually "Inevitable": A Rehearsal for the FutureU.S. stocks surge indicator: Cloud computing + Data centersAI Investment Enters an 'Era of Divergence': The Six Most Contentious Questions on Wall StreetApple is about to change its leadership, with the new CEO appointing a retired deputy to return, and the management team is set for a major reshuffleRare Intervention Move! Bessent Sells Euros, Urges Fed to "Lend Money," Tells Japan "Don't Sell US Treasuries" as Market Fears "Carry Trade Unwind"Report: Top Three Memory Makers' "2027 Capacity Already Sold Out," Validating Prediction That "Next Year Will Be the Most Severe Shortage Year for Memory"After the Korean Stock Market Crash, Retail Investors "Lose Confidence": Remember Two Principles—"First: Do Not Buy Korean Stocks; Second: Follow the First Rule"Markets "Replace" Central Bank Rate Hikes! Western Central Banks "Optimistic"Tesla's European registration volume in July showed significant differentiation, with growth in France and Denmark while multiple markets experienced a sharp declineTriple Positive Catalysts Resonate: Boeing Surges Over 8% in a Single DayAmazon's stock price fell after hours as Bezos submitted an application to sell $4.07 billion worth of sharesBreakfast | August 4, 2026Overnight news on August 4: U.S. stocks closed higher, oil prices fell, the U.S. and Iran had differing statements, Amazon reached a new high, and Trump criticized ExxonMobil and ChevronReminder: Key Focus for Intraday Trading (All times in Beijing Time)PLTR（Minutes）: US Corporate Revenue Seen Holding Its Q2 Torrid Pace Through End-2027Amazon AWS CEO: The focus of AI applications is shifting from model training to inference, with strong and sustained enterprise demandPalantir Surges! Commercial Revenue Soars 149% Above Expectations, Full-Year Revenue Guidance Raised to $8.16 Billion | Earnings InsightApple Sues UK Government Again, Opposing Access to Users' Encrypted iCloud DataMillennium Management Funds Lose 2.1% in July as AI Stock Volatility Hits Hedge Funds HardOfficially Joining the $3 Trillion Club! Amazon's Earnings Report Stuns, Stock Posts Biggest Single-Day Gain Since 201225 U.S. States File Lawsuit Opposing Latest U.S. Government Tariff MeasuresAMD enters the earnings season with two strong enginesInvestment Banks: Japan's Use of Fed Facility May Test Resolve on YenBofA: If the Fed Fails to Clarify Its Inflation-Fighting Plan, US Treasuries Will Resume Their DeclineBefore 2029! Donald Trump Rarely Sets Timeline to "Control" GreenlandAWS's strong growth boosts market confidence, Amazon's market value surpasses $3 trillion for the first time, leading the stock price performance among the "Seven Giants" this yearShould You Buy Meta Platforms Stock While It's Below $600?US Treasury Expected to Maintain Debt Issuance Guidance, Aiming to Stabilize Long-End Yields Before Midterm ElectionsSingle-Stock Leveraged ETF Scare! Investment Banks Like Goldman Sachs and Citigroup Deploy "Market Crash Options" to Transfer Tail Risk, Offering Annualized Returns of Up to 20%Largest Copper Inflow on Record! 200,000 Tonnes of Copper Arrive in US in July as Market Awaits Trump's Tariff RulingLKNCY: Past the delivery hangover, is the 'Little Blue Cup' now riding tailwinds?Copper Is Flowing into the United States at the Fastest Pace in At Least 12 YearsUS July ISM Manufacturing PMI Surges to Four-Year High, Beating Expectations as Demand, Production, and Employment Improve SimultaneouslyAmazon rose over 5%, expected to set a new closing historical high - Data CommentaryPersonal Loan Pricing Boundaries Disclosed: Multiple Banks Reveal Financing Cost Caps; Mortgage Rates Converge, While Consumer and Business Loans DivergeGlobal Headlines You Need to Know Before U.S. Market Open on MondayMicrosoft and Amazon Won the AI Spending Week. Alphabet, Meta, and Oracle Didn't. Now What?Fed's 'Number Three': Current Interest Rates in a 'Good Position,' Inflation Expected to Cool in Second Half of YearUS Stock Earnings Season Sees Surge in Profits: Where Is the Watered-Down Content?