SpaceX’s Big AI Bet: Is the $100bn Prize Real?Hong Kong stocks closed (08.05) | The Hang Seng Index rose by 0.24%, gold stocks and computing power concepts strengthened, Techtronic Industries surged over 8% after earningsWedbush: MediaTek EMIB yield comment "fully confirms" Google's TPU transfer order to Intel packagingDraft ban roils AI compute supply chain; SpaceX adopts NVDA architecture for space compute | Daily News RecapTim Cook's Last Quarter as CEO Was Apple's Best June Quarter Ever. The Stock Fell Anyway.Is the Tech Correction Nearing Its End? How to Allocate for the Next Phase?Banco Santander SA-Spon expands its U.S. business with a key piece! The $12 billion acquisition of Webster Financial has been approved by the Federal ReserveWarsh Faces Only Two Paths: Trigger "Financial Crisis 2.0" or Ignite "Dollar Crisis 1.0"?It is reported that Morgan Stanley is leading a syndicate to divest $15 billion in AI data center debt: Although backed by Google, the bonds are expected to remain speculative gradeUnderstanding the Market | FSGS track heats up again, ALEBUND-B surges over 15% as institutions indicate it is expected to enter the Hong Kong Stock ConnectAMD's AI Ambitions Stalled by Production CapacityETF Movement | Chinaamc NASDAQ Index rises nearly 3%, major U.S. stock indices experience a strong breakthrough, UBS indicates a strong momentum for U.S. Q2 earnings seasonHon Hai July Sales Reach NT$946.5 Billion, Up 54% Year-on-YearA-share closing review | Opened lower and rose higher, all sectors rebounded, STAR 50 surged 4.78%, semiconductor equipment and electronic materials all explodedReport: Samsung and SK Hynix Test Chinese Chipmaking Equipment at China Plants to Guard Against Escalating US ControlsState Street Global Advisors: Prices are expected to break upwards towards the end of the year to early next year, reaching the level of $4,500 to $5,000Taiwan Semiconductor Expands Outsourcing of CoW Packaging for AI Chips, Easing Capacity BottlenecksAMD's Best-Ever Earnings Report Leads to a 9% Plunge: The Market Demands Acceleration, Not Just Good ResultsCathie Wood's Ark Invest Has Built an $870 Million Tesla Position. Here's the Thesis Keeping Her In.SpaceX Earnings Soar, Yet Stock Plummets! Goldman Sachs Backs AI Business for Disrupting Valuation Logic; Citi Sees Long-Term Target of $900Donald Trump: Strait of Hormuz to Open Soon, or Iran Will Face StrikesPulais: U.S. long-term bond yields are expected to continue rising, and market volatility may intensifyTesla has topped the sales chart for imported passenger cars in South Korea for six consecutive monthsThe US Dollar Index Returns to the 100 Mark: What’s Next?Goldman Sachs: Monopoly of Mega-Cap Tech Stocks Crumbles, 15-Year Market Concentration Inflection Point EmergesThe Two Sides of SpaceX: Starlink Earns $18 Million Daily, AI Burns $170 Million DailyAsian Tech Stocks Plunge 25-30% as Market Prices in 'EPS Cuts or Capex Reductions'! JPMorgan Predicts the OppositeETF Movement | Southern 2X Long NVIDIA rises over 7% as SpaceX plans to launch the Starmind satellite equipped with NVIDIA's AI computing architectureAMD: 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)