US Debt Nears $40 Trillion; BofA's Hartnett: Going Long Gold Is the Optimal StrategyKey Events Next Week: China's July Economic Data, Earnings from Alibaba, Xiaomi, TFC, GigaDevice, and YOFC, UNITREE IPO ImminentTesla Roadster May Debut This Month: A "Flying" Supercar Equipped with SpaceX Thrusters20-Year U.S. Treasury Auction Takes Center Stage This Week; Yield May Hit Highest Level Since 2020 RelaunchShort-term or Long-term Contracts? Emerging Cloud Providers and AWS Take Divergent PathsCITIC Construction Investment: LME spot prices surge, copper prices approach historical highsZhongtai Securities: As the global AI capital expenditure paradox sparks heated debate, four key variables determine the adjusted interpretation pathOn August 14th, Li Auto-W spent USD 2.6765 million to repurchase 435,500 sharesReminder: Key Intraday Focus Points (All Times in Beijing Time)Satya Nadella's Microsoft Stock Jumped 18% in a Week After Azure's Annual Revenue Topped $100 Billion for the First Time. Is It Still a Buy?Should You Buy Meta Platforms Stock Below $600 Before Mark Zuckerberg Unveils Its AI Cloud Business? Here's My Honest TakeSundar Pichai Raised Alphabet's Capex Guidance to $205 Billion the Same Quarter Google Cloud's Backlog Hit $514 Billion. Here's Which Number Actually Matters More.Goldman Sachs assists NVIDIA: $500 billion plan to break the biggest funding bottleneck in AI infrastructureNVIDIA's $500 Billion AI Financing Plan Hides Concerns: Trump Advisor Warns of 'Dark GPU' Oversupply RiskNVIDIA Plans $3 Billion Investment in SoftBank Group Corp.'s SB Energy, Betting on OpenAI Ohio Data Center ProjectWall Street's "Stock-Picking Myth" Continues to Fade: Only 13% Beat the Index Over the Past DecadeAI "Chipflation" Sweeps Through the UK EconomyWall Street Bulls Gain Confidence: S&P 500 Earnings Growth Hits 30-Year HighPrediction: Nvidia Stock Will Fall After Aug. 26. Here Are 2 Reasons WhyDeutsche Bank: Central Bank Gold Purchases + ETF Inflows, Gold in an "Explosive" Rally PhaseNVIDIA Quietly Scales Down OpenAI Data Center Guarantee from $250 Billion to Under $120 BillionFive Factors Converge: JPMorgan Chase Warns Global Food Crisis May Erupt Next YearBerkshire's Q2 13F Portfolio Shift: Increases Stakes in Alphabet and Delta Air Lines, Reduces Bank of America Holdings for Second Consecutive QuarterDuan Yongping and Jinglin Sold, While Hillhouse BoughtHong Hao: China's AI Rally Enters Phase Two, High-Quality Companies OutperformElon Musk's Tesla Is Ending Sweden's Longest Strike by Buying Out Every Worker Still on ItElon Musk Says SpaceX Has a Massive Competitive Advantage in AI That Amazon, Google, and Microsoft Can't TouchLincoln Adjusts U.S. Supply, China Market Remains KeyThe Freelander 8, Without the Land Rover Badge, Aims to Win Over Li Auto and Aito UsersThe Optimal 'AI Bubble Trade': Going Long on Both 'Hubris' and 'Humiliation'Broadcom Drops 6% Overnight: The Next Hurdle for AI Is Financing CostsNvidia Stock Investors Just Got Good News From SpaceX. Wall Street Says It's Time to Buy."AI-Style Financial Innovation": The "Seller Guarantee" Model Behind Broadcom's Sharp Decline in AI ChipsNVIDIA CPO switch enters full production: energy efficiency improved by 5 times, suppliers include TFCXIAOCAIYUAN Proactively Reduces Weight of Food Delivery: Dine-in Table Turnover Rate Rebounds, Net Profit Drops 24%In the final month before liquidation, the "AI Stock God" increased positions in Micron and SanDisk"AI-Style Financial Innovation": CDO vs. CCO = 2008 vs. 2026?SoftBank Group Corp. reduces its stake in Taiwan Semiconductor by 72%, as disclosed in exchange filing documentsThe Market's "Core Logic" This Week: Will the Fed Skip a Rate Hike in September?In August, Wall Street's "Bull Market" Returned, and So Did the "Speculative Spirit"AI Fund Liquidation Hits Prop Trading Giant: Jane Street Records Rare $15 Billion Monthly Loss, Rushes $11 Billion Debt RestructuringInsiders: NVIDIA reduces its plan to provide $250 billion in guarantees for OpenAI's data centerBuffett's successor begins to use massive cash! Berkshire (BRK.) increased its holdings in Delta Air Lines and Alphabet in the second quarter, net buying nearly $20 billion in stocksAI Trading Enthusiasm Returns, US Tech Stocks Rise in Pre-Market Trading, Micron Up Over 1%, International Oil Prices Rise, Spot Gold Dips SlightlyAnthropic Q2 Revenue Soars to Over $11.5 Billion, Up More Than 14-Fold Year-Over-YearOracle Drops 5% as Key Natural Gas Pipeline for 'Stargate' AI Data Center DelayedSK Group's "Sky-High Divorce Case" Takes Another Turn: Chairman Chey Tae-won Appeals $643 Million RulingAlphabet Just Borrowed $25 Billion, and $2.5 Billion of It Isn't Due Until 2066