SMIC: Cycle Bull + China AI Chips, Twin Catalysts Lift-OffNebius (Trans): Year-end contracted power target raised to 5 GWDeepSeek, Grok 4.6 unveil same-day moves; AAPL in talks to license news for Siri | Daily News RecapTencent: AI spend in overdrive? Rejuvenation needs a final pushTencent Holdings (Trans): Capex up 190%, AI drag RMB 10.5bnCoreWeave: Inflection point is here — are 'rank-and-file workers' finally making money?US Jul CPI due at 20:30 tonight; BYD Qin Max Flash-Charge goes on sale tomorrow | Daily News RecapCoreWeave (Trans): Margins inflect; interest expense rising in tandemSE: Rally — Is E-com Finally Turning?SE (Trans): Shopee targeting $1bn FY EBITDATencent Music (Minutes): Its Core Strategy for the Current Competitive Landscape Is to Hold the Line on Its SVIP Base.HOOD: Is the 'Robin Hood' of US retail investors really Trump's lost cause?TME: Generous buybacks — can they reignite the 'small-and-beautiful' narrative?RKLB: Neutron may be delayed; can it challenge SpaceX?NVDA teams up with six tech giants to mobilize RMB 500bn for AI infra; PDD rolls out 'arrives as soon as tomorrow' entry | Daily News RecapRKLB (Trans): >$1bn in new bookings, Neutron window narrowsABNB: Red-Hot World Cup Ignites Travel & HospitalityMNST: Valuation in Overdrive — How Long Can the Honeymoon Last?ABNB (Trans): FY guide raised on both top- and bottom-line; Q3 margin slightly downMNST (Trans): Net sales top $2.5bn; U.S. price hike in Q4From AI gloom to ad breakout, U finally stands tall