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ASML (Trans): Outlook weighed by customer fab build-outs; most new orders are for 2027 deliveries.EDU (Trans): Market Share Up, Pursuing High-Quality GrowthEDU: Resilient Growth, Brand Equity of the Sector Leader Still RisingASML: Memory orders surge; litho supercycle arrivesMingming Is Busy soars on IPO debut; ASML orders surge, unveils 10bn buyback|Daily News RecapNVDA deploys new CPUs, boosting CoreWeave; Tencent unveils new AI social features | Daily News RecapMinimax and Zhipu: The Ultimate Test for Large Models, Computing Power Intensity, and Funding Endurance?Another base-stealing moment: Tencent AI play the trump card in group chats. Is Doubao in danger?Blind-box craze and buybacks fuel POP MART surge; Musk says 'Robotaxi will be ubiquitous in the US this year' | Daily News RecapINTC (Trans): No foundry customers disclosed; supply remains constrained.INTC: Hot AI-CPU hype, but a 'cold' guide douses expectations?ORCL: Picking up scraps, leaning on deep‑pocketed patrons—fighting to survive?AppLovin firmly rejects short-seller report; BIDU debuts ERNIE 5.0 | Daily News RecapSCHW (Trans): Key moves this year in digital assets and alts.SCHW: Steady Comfort for Seasoned InvestorsPDD hit with RMB 100k fine; TSLA Dojo3 returns | Daily News RecapNFLX (Trans): TV competition is intense; confident the deal will clear regulatory review.NFLX: Will M&A Sink the Hit Factory? Time to Test Conviction
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