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NVDA quietly revises data, slashing its copper consumption forecast; Kuaishou to issue a three-tranche notes offering | Daily News RecapTSM (Trans): Capex to rise by tens of billions YoY, a decision made after talks with downstream customers.TSM: The Real Boss of AI—Who Would Say No?PBoC signals easing; Alibaba's Qwen rolls out a full-ecosystem push | Daily News Recap99% compute idle? In the inference era, storage beats compute!US 'easing' on H200 chips hits a wall; TCOM tumbles late on antitrust probe | Daily News RecapAAPL announces partnership with Gemini; PDD quietly pilots 'Billion-Yuan Supermarket' | Daily News RecapFrom Cars to Dreams: Is AI TSLA at RMB 1.5tn overvalued?XPEV's Aeroht files for IPO confidentially; AI theme takes off|Daily News RecapAI Internet: 2026 ByteDance vs. BABA vs. Tencent — Three-Way ShowdownTSM Q4 rev. seen >NT$1 tn; GOOGL integrates Gemini into Gmail | Daily News RecapSanhua: In the AI robotics era, do cross-industry incumbents laugh last?BABA to ramp up investment in Taobao Flash Sale; 'Heartfelt Town' Intl server goes live | Daily News RecapRobotaxi Empire: Can It Create the Next TSLA?Jensen Huang unveils Rubin, fueling AI storage.Memory Rally: How Big Is the AI Storage Supercycle?Jensen Huang steals the show at CES with Rubin; 2026 XPeng P7+ ready for pilot build in Europe | Daily News Recap2026: US Stocks — From Valuation Frenzy to an Earnings Grind?