AMD: Grabbing AI megadeals — why isn't the market buying?Musk on Memory: "Supply up 20%, demand up 200%, prices naturally rise"! Goldman Sachs Korea trader: Is the market pricing in losses for Samsung in 2027?AMD's revenue soared by 50%, and its data center business doubled, but it was sold off due to growth expectations that failed to "impress" the marketChina's July RatingDog Services PMI Falls to 50.4, Marking 43 Consecutive Months of Expansion; Employment and New Export Business Grow for Third Straight MonthA-share opening news | ChiNext opened lower by over 3% after a big rise the previous day, while small metals and semiconductors strengthened against the trendArista Q2 Earnings Beat and Significantly Raised Guidance; Executives State "Demand Is Not the Issue, Supply Is the Main Bottleneck"China's July RatingDog Services PMI at 50.4, Previous Value 54.1Report: DeepSeek Resumes Fundraising with Pre-Money Valuation of RMB 500 BillionUS Stocks Hit New Highs! Investors Who Weathered the 'Summer Storm' Are RewardedPeople's Daily: China-US Economic and Trade Relations Need a "Cooperation List," Not a "Warrant Coverage" ListSpaceX Earnings Call Outlook: Trillion-Dollar Revenue Target May Be Achieved Early, Chips Locked to NVIDIA, AI Satellite Starmind Launches Next YearFollowing Supreme Court Ruling, US Has Refunded $100 Billion in Tariffs, with 60% "Refund Progress"Nikkei 225 Opens 1% Higher; Seoul Composite Index Rises 3.8%Anglo American plc CEO: De Beers Misjudged the Impact of Lab-Grown Diamonds, Expecting a Swift Recovery After the ShockZhitong Hong Kong Stock Early Knowledge | The U.S. plans to ban the import of new data center equipment from China. China responds: Stop the smear campaign and threats of sanctionsBreakfast | August 5, 2026Tech Sector Volatility Continues, Korean Stocks Fall 1.5% Under Pressure, Yen Rally Ends, Oil Prices Rise SlightlyAMD (Trans): DC to double; 2x+ again by 2027SpaceX (Trans): AI turns profitable for the first time; targeting 100bn ARR by year-endReminder: Key Intraday Focus Points (All Times in Beijing Time)Report: Chanel's H1 Sales Surge 16%, Outperforming Luxury Peers Like LVMHAugust 5th Foreign Market Headlines: Optimistic Expectations for US-Iran Negotiations Trigger Significant Drop in Oil Prices; SpaceX and AMD Earnings Reports Both Exceed Expectations; OPEC's Oil Production Increased Last MonthAMD Q2 revenue grew by 50%, data center sales doubled, and after-hours stock price fell by over 8%AMD Plunges! Q2 Revenue and Profit Beat Expectations, but Q3 Guidance Falls Short of Activist Investors' Hopes | Earnings InsightsAMD's revenue outlook disappoints investors, stock price falls about 6% in after-hours tradingAnalyst Call: AMD CEO Lisa Su Expects Data Center Sales to Double by 2027SpaceX has purchased $329 million worth of Tesla industrial-grade energy storage equipment Megapack this yearOn August 5th, the top 20 trading volumes in the US stock market: SpaceX released its first financial report after the IPO, with revenue growing 92% year-on-year, far exceeding expectationsAnalyst Call: Musk Says SpaceX Will Launch First Batch of V3 Starlink Satellites on Next Starship Flight. Starlink V3 Capabilities Are an Order of Magnitude Higher Than V2, with Launch Volume Expected to Increase by an Order of Magnitude. Providing Internet Service to Most of the World Within 10 Years Is "Not Impossible"Blackstone to Lead $36 Billion Financing Deal, Expanding the Capital Loop Between Anthropic and AlphabetSupported by AI Computing Infrastructure, Caterpillar Q2 Revenue Surpasses $20 Billion Mark for the First Time; Full-Year Guidance Raised Across the BoardWho Is the Big Winner in the AI Race? Jensen Huang Points to Musk: He Has Three Major AdvantagesAMD's Q2 Capital Expenditure Hits $808 Million, Analysts Expected $298.6 MillionNew Jersey sues Amazon, accusing its delivery network of illegally suppressing wageszHBM! Samsung Unveils New 3D Memory Roadmap, Striving for Leadership in AI TechnologySpaceX: We are collaborating with NVIDIA to design satellite computing power deployment solutionsAmazon's $13 Billion AI Bet Is Now Worth $190 Billion. Here's Why That Matters.Apple vs. OpenAI Escalates: Apple Seeks Injunction to Halt Use and Return of Confidential InformationReport: Fashion Brand Abercrombie Explores Various Options for China Business, Including Bringing in PartnersNovo Nordisk Plunges! Raises Guidance, but Core Drug Wegovy Sales Miss ExpectationsShould You Buy Nvidia Stock Before Aug. 26? Here's What History Suggests.Novo Nordisk Improves 2026 Earnings Outlook, Discusses GLP-1 SalesDid the Market Misjudge AI? Cloud Backlog Surges 150% to $1.7 Trillion; Wall Street Says Tech Valuations Have Hit a 'Low Point'Apple Inc. requests the judge to immediately prohibit OpenAI from using its trade secretsCitadel Securities: The Sharp Drop in US Stocks in July Was Not the End of the Bull Market, but a "Technical Reset"! Fundamentals Regain DominanceInternational Oil Prices Decline! Qatar and the US Successively Release Diplomatic Signals, Expectations Rise for Reopening of the Strait of HormuzAMD Q2 earnings report preview: The market expects excellent performance to boost the semiconductor sectorUS JOLTS Job Openings in June at 7.359 Million, Below Consensus Estimates of 7.454 Million; Previous Value 7.594 Million