"Stagflation" 2H25 vs "Winning Big" 2026, Should the US Stock Market Rise or Fall?Tesla's autonomous driving held liable; Anta responds to Reebok acquisitionHikvision: Cutting Jobs and Costs—Trapped in a Bottomless Hole?Roblox (Minutes): Incentive video ads have been launched, and adoption rate continues to growReddit (Minutes): Core search weekly users have reached 70 millionClinging tightly to Google's coattails, Reddit is racing down the path of commercialization.Meituan, Taobao Flash Sale, and JD.com collectively speak out; Can ONVO L90 reverse NIO??Nio (Minutes): Surge of 8cm, has ONVO L90 successfully reversed Nio?Coinbase (Minutes): New Business Flourishing in Multiple Lines—Payments, DEX, CAS...Amazon (Minutes): The Capex investment intensity in the second half of the year can refer to 2QApple (Minutes): The growth in capital expenditure is primarily driven by AI-related investments.Coinbase: Dismal Performance, Hard to Extinguish the 'On-Chain Fire'AWS shows no improvement, retail has concerns, does Amazon need to crouch before it can leap?Apple: AI Struggles, Still Relying on iPhone to Save the DayRoblox: A Blockbuster Assist, Returning to the Ecosystem BreakthroughQualcomm (Minutes): Growth opportunities in automotive and IoT far exceed revenue from AppleRobinhood 纪要:“竞对推新只见雷声不见雨点,就不担心竞争”高通:手机风险暗涌,AI 画饼何时能 “充饥”?NVIDIA Interviewed Over Security Concerns; JD.com Expands "Hourly Delivery" in EuropeARM (Minutes): The company is evaluating the feasibility of entering the 'physical chip' market.Microsoft (Minutes): 1Q capital expenditure $30 billion, full-year expenditure higher in the first half and lower in the second half