Antitrust crackdown begins to erode Apple's $100 billion services businessETF Volatility | FL2 CSOP NIKKEI drops over 5%, Japan's long-term interest rates hit a 30-year highMultiple favorable factors drive a strong rebound in gold prices, the valuation of the gold mining sector is being repaired, and the elastic allocation value of EFUND GOLD MI ETF is highlightedAI Hidden Risk! US Tech Giants' Off-Balance-Sheet Liabilities Swell to $3 Trillion, Approximately 5 Times Annual Capital ExpenditureUnderstanding the Market | Alibaba-W surged over 4%, set to announce first-quarter earnings this Thursday, institutions optimistic about accelerated growth in AI and cloud businessIntel Costs 62 Times Next Year's Earnings. It Lost $11 Billion Over the Past Year.Game Theory in FDE: Tech Giants Seek Insights, Enterprises Retain ControlGoogle's $10 million "bargain" on bankrupt airline Spirit Airlines: 100 million emails and 500 million Teams records will become AI fuelHanya Investment: The easing direction of U.S. inflation reduces interest rate cut expectations, and investors are returning to AI-benefiting stocksGeopolitical Crisis Shatters Renewable Energy Transition Illusions as US, Norway, and Canada Ramp Up Fossil Fuel InvestmentsPersistent Imbalance in Copper Supply and Demand: LME Inventories Plunge 32% in a Month, Mining Stocks Face New Upside OpportunitiesHow Much Revenue Does AI Need to Avoid Being a Bubble?Hedge Funds Buy US Stocks for Five Consecutive Days; Short Squeeze in Tech Sector Drives Second-Fastest Buying Spree of the YearAccording to reports, Google plans to stop producing the Pixel series products in China by 2027ECB Study: US Tech Stocks May Correct Even If AI Meets Expectations, Threatening the EurozoneGold "Short Squeeze" Enters Phase Two: Macro Signals and Technicals Resonate, $4,500 Becomes Key ResistanceThe Value Depression in China's AI Infrastructure: 85% of Global Compute Traffic, Only 10% of Market RevenueFrom Tech Narrative to Capital Narrative: The Next Main Battlefield in the AI Build-Out CycleNVIDIA Spectrum-X CPO switches have entered the mass production stage, with a shipment expectation of 100,000 units by 2027, bringing positive expectations for related concept stocks in the industry chainUS Hedge Fund Q2 Holdings Revealed: SpaceX Emerges as Top Consensus Long, Alphabet Sees Most Concentrated Buying Spree in History, NVIDIA Faces Reductions"It's Crazy"! South Korean Retail Investors "Shift from Seoul to Wall Street": Buying SK Hynix ADRs and Betting on 3x Leveraged ETFsGeely Auto (Trans): Net profit ~RMB 10bn; leadership change targets 920k exportsTurning Point in the AI War? Wall Street's Takeaway After Meeting Management: TENCENT Is Fighting Its 'Battle of Midway'Cursor Overnight "Took Down" GitHubMeta Faces 29 States in Court Tuesday. The Case Could Be Big Tech’s Big Tobacco Moment.Farewell to the Steering Wheel: Tesla Cybercab Targets August Public Debut in AustinNVIDIA's Nuclear-Level Strategy Just Revealed! Jensen Huang Announces Partnership with Altman to Secure Land and Power, Aggressively Targeting 16GW Computing Hegemony"War Becomes Easier for Trump When US Stocks Are at Historic Highs," Goldman Sachs Trading Desk Warns: Beware of Geopolitical RisksTesla is reportedly preparing to launch CyberCab to the public in August29 states join forces! Meta is accused of "inducing addiction," facing a maximum penalty risk of $1.4 trillion30-Year U.S. Treasury Yield Hits Highest Level Since 2007; August U.S. Investment-Grade Bond Issuance Sets Record for the PeriodBreakfast | August 18, 2026Reminder: Key Events to Watch During the Day (All Times in Beijing Time)AI 资本开支疑虑缓解，美光、闪迪等存储股迎来重估，带动芯片指数重返牛市UNITREE to List on STAR Market in Two Days!Top 20 U.S. Stock Trading Volumes on August 18: Micron Rises Over 4%, Musk Clearly Optimistic About Micron, Sandisk, and Other Storage GiantsAnthropic's Annualized Revenue Reportedly Exceeds $65 Billion in July, More Than Sevenfold Increase from Late Last YearCould Nvidia Be Worth $10 Trillion by 2030?NVIDIA (NVDA.US) once again "injects funds" into OpenAI, planning to provide up to $105 billion in support for the construction of large-scale AI data centersCXMT's Market Cap Returns to 4 Trillion Yuan, Equivalent to 2.5 Times Moutai: Is the AI Memory Bonus Just Beginning?NVIDIA Earnings Next Week: Likely Another 'Beat & Raise,' But Market May Not Be SatisfiedNVIDIA Invests $1.5 Billion in SB Energy to Secure 8GW of AI Compute Capacity, with OpenAI as Sole TenantMeta and BlackRock's $14 billion data center falls into an "insurance black hole": only 3.2% coverage, lenders may bear billions of dollars in riskHTHT: Resilient, Leader Shines!Meta's California lawsuit reaches a critical juncture, potentially facing "astronomical" legal consequencesAlibaba releases a new large model that can run on laptops, directly confronting Meta's AI offensive