AMD (Minutes): AI GPU will achieve double-digit growth for the full year.RIVIAN: Surviving 2025, Can the R2 Achieve a 'Comeback Against All Odds'? AMD: Has It Got the Upper Hand over Intel, and Is It Also Going to Up the Ante Against NVIDIA?Plunge 20%, under headwinds the 'small players' get hit harderRobinhood: The rise and fall all depend on Trump, when can we "control my own destiny"?Duolingo: Marketing genius + Game content expansion = Sustained growth?May Day holiday consumption heats up; Ant plans to spin off overseas business for Hong Kong listing | Today's important news recapPalantir (Minutes): Welcome DOGE, government's focus on efficiency benefits usPalantir: DOGE and Tariffs's Double Whammy – Will the Cult of AI Lose Its Halo?Tariff Sledgehammer Pummels Travel & Hospitality – Is Airbnb Doomed Without Growth or Profit?Amazon (Minutes): AI computing power still has bottlenecks, both merchants and consumers are hoarding goods under tariffsApple (Minutes): $500 billion investment will leverage third-party resourcesAI heavy investment, tariff turmoil, Amazon re-enters the 'squatting period'?Apple: Resting on Laurels Is Easy, Regaining Momentum Is HardRoblox: Can it turn the tables in the metaverse and become a safe haven?Minutes: Create a personalized Meta AI for everyoneMicrosoft (Minutes): Maintains Capex guidance unchanged, supply bottlenecks remain in 4QQualcomm (Minutes): Its share in this year's new iPhone models will drop to 70%Azure is making a strong comeback, with Microsoft reclaiming its position as the AI powerhouse.Qualcomm: Samsung's 'blood transfusion' struggles to sustain momentum, Apple's 'sabotage' hides potential pitfallsTikTok 劫，Meta 爽，老扎 AI 野心再膨胀！