AI Trading Rebounds, Korean Stocks Return to Technical Bull Market, Samsung Electronics and SK Hynix Both Rise Over 4%Google AI competition is in crisis, co-founder Sergey Brin takes action to reorganize the DeepMind teamThe U.S. Supreme Court issues a one-day temporary stay, providing a brief respite in the Apple App Store fee rate disputeJuly Inflation Data Came in as Expected, Lowering the Odds of a Fed Hike in September Yet AgainUnderstanding the Market | Tencent Holdings opened over 3% lower after earnings, with increased AI investments driving up capital expenditures and negative free cash flow for the quarterFed Whisperer: Inflation Data 'Lukewarm,' Fed Gets Temporary Respite but Path Remains UnclearIs Sanae Takaichi Poised to Replay the UK's 'Truss Moment'?DeepSeek Agent Exposed! An Affordable Agent for Everyone?The Key to Jensen Huang's $500 Billion Gamble: Can Chips Disrupt the Iron Law of Depreciation for Tech Products?Susquehanna maintains a strong buy on NVIDIA: GB300 shipments continue to increase, Vera Rubin release imminentMorgan Stanley: Downgrades Tencent's target price by over 15%, increased AI investment is expected to weigh on short-term profitsEarnings Ignite 'AI Cloud': CoreWeave and Nebius SurgeEarning $100 Million This Year! Better to Be an "Influencer" Than "The Big Short"CICC: U.S. Inflation Enters "Gear Shift Period""Panic"? Where is the "panic"?Market Expectations for Fed Rate Hikes Plunge Following US Non-Farm Payrolls and Inflation DataBreakfast | August 13, 2026Will the AI chip market landscape change? CoreWeave issues a warning: abandoning exclusive use of NVIDIA chips will come at a high costUS July Budget Deficit Hits Record for the Period; Interest Expense Surpasses $1 Trillion This Fiscal YearTop 20 U.S. Stock Trading Volumes on August 13: Philadelphia Semiconductor Index Rises Over 2%, Storage Sector Generally UpAmid Midterm Elections, Trump Administration Considers Capital Gains Tax Cuts, with Wealthy as Primary BeneficiariesReminder: Key Intraday Focus Points (All Times in Beijing Time)On August 11th, Li Auto-W spent approximately USD 5.2617 million to repurchase about 835,900 sharesFed Expected to Maintain Pace of Reserve Management PurchasesU.S. 10-Year Treasury Auction Yield Hits Highest Level Since 2007 Financial CrisisOptical communications giant Coherent's earnings and guidance beat market expectations, but after-hours selling pressure sent shares down 5%. During regular trading hours before the report, Coherent's stock surged over 8%, rebounding sharply in recent weeksCisco Posts Record Q4 Revenue, $4 Billion in AI Infrastructure Orders; Current Guidance Beats Expectations | Earnings WatchAI Trading No Longer Moves in Unison: Optical Networking and Data Centers Lead, While Memory and Power Themes Lag"Nvidia Challenger" Cerebras Q2 Revenue Doubles but Losses Persist, Shares Plummet Over 12% in After-Hours TradingYen Approaches 160 Intervention Warning LineSpaceXAI's New "Killer App": Grok 4.6 Agent Outperforms GPT-5.6 and Fable 5 in Tests, Priced at Half That of CompetitorsSurging Demand for Computing Power: Nebius Q2 Revenue Soars 454% YoY, AI Cloud Sales Jump 514% | Earnings WatchGoogle releases Pixel 11, leveraging Gemini to compete with Apple and kick off the AI smartphone raceOPEC Monthly Report: Lowers 2026 Global Oil Demand Forecast; Saudi Arabia Restores Over 1 Million Barrels/Day in JulyTencent: AI spend in overdrive? Rejuvenation needs a final pushGoogle's wearable device new feature: Long-term tracking of insulin resistance, taking a key step towards comprehensive blood glucose monitoringGoogle Unveils Pixel 11 Series: Price Hikes and Stale Design Raise Questions on Challenging Apple and SamsungFull text | Tencent Q2 earnings call transcript: AI is a long-term track, not preparing to lease computing powerBLOKS' US Expansion Shows Results: Overseas Revenue More Than Doubles in First HalfFrom Curry to Mbappé? LI NING Denies Advancing Related Partnership"Big Short" loses its cool? Barry angrily criticizes NVIDIA's $500 billion financing as "financial engineering of 2008," but the market supports AI computing power demand with real moneyZhitong Hong Kong Stock Analysis | Temasek's Move in Korea Drives Storage, Urban Renewal "14th Five-Year Plan" Activates Real EstateGoogle Raises Prices for New Phones Amid "Severe" Memory ShortageUS Inflation Data Fails to Resolve Wall Street Doubts; Bond Market Sees Roughly 50% Chance of September Rate HikeTencent Shifts Valuation Anchor with RMB 52.8 Billion Investment