CATL riding high, but is it just 'hot air'?New U.S. tariffs take effect today; Tencent Cloud launches R&D agent CodeBuddy NPC | Daily News RecapINTC: CPU price hikes as a 'stopgap', turnaround still hinges on foundry?INTC (Trans): 2026 CapEx raised to $20bn+TSLA (2Q26 Trans): Optimus V4 capacity target: 10 mn units/yrGOOGL (Trans): Betting on Gemini 4, capex set to jump again next yearTesla: Bleeding Margins, Piling Fresh AI Hype Onto Unmet GoalsGOOGL: AI Crash Imminent? The Savior Has ArrivedKimi's K3 Moment: A Shift in the US-China AI Narrative?Tencent unveils Miora, a new AI creative tool; SK hynix denies acquiring Intel wafer assets | Daily News RecapSBUX: 'A bank in coffee' — How has it dominated globally for 40 years?Semis Stage Big Rebound; BLK offloads $10bn+ US Treasuries to add to META compute infra | Daily News RecapAI Power Crunch: Is BE the Answer?BABA Qwen 3.8 challenges Fable 5; Tencent doubles down on embodied AI | Daily News RecapAsia-Pac markets tumble; Tencent launches SkillPay, an Agent paid‑skill monetization platform | Daily News RecapNFLX (Trans): Live streams cut avg. watch time/user, but deliver stronger monetizationNFLX: From Internet Darling to Pariah?TSM (Trans): FY growth 40%+; capex hike remains prudent.No 'blowout'; just 'ok.' Can TSM still carry the AI narrative?ASML Trans: Memory sales up 75%+, DRAM migrating to advanced nodesASML: AI Frenzy, Picks-and-Shovels On Fire?ASML posts strong Q2; Tencent Yuanbao links to JD shopping | Daily News RecapAI Compute: From Feast to Leftovers?TSM: Strong as expected; SK hynix tumbles pre-mkt after listing frenzy | Daily News Recap