Why Is Healthcare the Best Non-AI Sector?WuXi AppTec's Stellar Performance Prompts Jefferies to Sharply Raise Price Target: Qualitative Shift in ProfitabilityTencent Hunyuan officially released the new generation voice recognition model Hy ASR 3.0 previewFrom infrastructure gold mining to application monetization! Goldman Sachs assesses: AI's main line is undergoing a significant shift, and Microsoft is expected to become a core beneficiarySoftBank Group Corp.: Expects AI and Cloud Businesses to Achieve 30% Annual Growth by Fiscal Year 2027AI compute sector sentiment rebounds; First global HBF storage standard goes live | Daily News RecapHong Kong sports nutrition distributor Fitness Fanatics triples its US stock IPO issuance scale, aiming to raise USD 35 millionBehind Amazon's (AMZN.US) two-day jump of 20%: AWS accelerates growth validating AI demand, concerns arise over capital expenditures and depreciation pressureHas Memory Storage 'Overshot' on the Downside? Samsung Electronics 'Priced as if AI Does Not Exist'How much has the entire US stock AI sector fallen in the past month?WuXi AppTec's Triple Resonance: Pipeline, Capacity, and PeptidesWill US Treasuries Trigger the Next Storm in US Stocks? The Coming Week Is CrucialApple's annual sales in India exceed $10 billion as retail expansion acceleratesApple requests a preliminary injunction against OpenAI in the trade secrets caseGoogle invests $200 billion in Anthropic, insider financing operations on Wall StreetOn the Eve of Its First Earnings Report, Deutsche Bank Backs SpaceX: Zero Valuation for AI Business Is an "Excessive Penalty"AI dividend fully priced + North American oil pipeline competition intensifies, Enbridge faces consecutive downgrades from analystsNvidia CEO Jensen Huang Said the Semiconductor Industry Could Grow to $7.9 Trillion to Support the Agentic AI Boom. Here Are 2 Stocks That Could BenefitSK Hynix and Sandisk Release World's First HBF Standard Specification, Google Joins Ecosystem"Petro-Yuan"? "Iron Ore Yuan"? RMB Internationalization Is Advancing "Pragmatically"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 Data