SemiAnalysis: The Ice and Fire of NVIDIA's Rubin PlatformUBTECH ROBOTICS Announces Pricing for Full-Size Ultra-Bionic Humanoid RobotsAmazon sued by Australian regulators over streaming contract issuesA Tesla vehicle crashed into an outdoor dining area of a café in California, USA, resulting in 1 death and 5 injuriesThe UK plans to dismantle the payment barriers of Apple and Google, as the "app store tax" faces another blowHorizon Robotics HSD V2.0 Gets Major Upgrade; Meituan Debuts Open-Source Trillion-Param LLM LongCat-2.0 | Daily News RecapSecures KRW 450 Billion AI Server MLCC Mega Deal! Samsung Electro-Mechanics Signs Contract with Global Tech GiantBehind the US stock market frenzy: Exhausted underlying savings, retail investors entering the market crazily, where does the trillion-dollar funding come from?NVIDIA Jetson will land on the lunar orbit for the first time to achieve real-time AI data processing in lunar orbitUnderstanding the Market | Tencent rose over 3% in the closing session, WeChat Agent gray testing has begun, institutions are optimistic about WeChat's entry value in the AI eraAsian Refiners Rarely Sell Middle Eastern Crude to the U.S., Signaling a Quiet Shift in Crude Oil Trade FlowsGoldman Sachs: Expects oil prices to reach $80 per barrel in the fourth quarter of this year, continues to be optimistic about the markets in Japan, South Korea, Taiwan, and A-sharesAmazon's "burning money" faces scrutiny: $200 billion AI gamble backfires on free cash flow, July financial report may become a battleground for bulls and bearsETF Abnormal Movement | Southern Double Long Tesla has risen over 14%, with Tesla's Q2 delivery expectation at 406,000 units, a quarter-on-quarter increase of 12%DA Davidson: The market is seriously "mispricing" the AI cycle, with Microsoft more deserving of the "AI crown" than GoogleLUXSHARE-ICT Officially Launches H Share Global Offering, Raising Up to $3.1 Billion, with Listing Expected on July 9Goldman Sachs June DRAM Survey: Significantly Raises HBM Price Forecast for 2027Understanding the Market | Gold stocks lead the decline as high interest rate expectations and a strong dollar suppress gold prices, with spot gold briefly falling below $3,950SG Morning Brief | Dow Tops 52K, Nasdaq Snaps 5-Day Skid as Tech Roars Back; Supreme Court Shields FedCITIC Securities China Theme 2026 Second Half Investment Outlook: Global Pricing of High-Quality Chinese AssetsMorgan Stanley raises TSMC target priceZhitong Hong Kong Stock Early Knowledge | The "14th Five-Year" Carbon Peak Action Plan has been approved, and the world's hottest storage ETF includes GIGADEVICEBreakfast | June 30, 2026Australia sues Amazon's subsidiary over alleged violations regarding Prime Video advertisementsApple's "India Dream" suffers a heavy blow: core supplier hacked, iPhone 18 Pro confidential documents posted on the dark webReminder: Key Focus for the Day (All Times in Beijing Time)Citadel Securities warns that the market underestimates the determination of the Federal Reserve to combat inflation, as the AI bull market faces dual pressures from policy and regulationOvernight U.S. Stocks | The U.S. and Iran reached an agreement on Sunday, NASDAQ rose over 2%, Western Digital surged 11%Wall Street Is Paying for Rate Hikes That Won't Come: Expectation Gaps Create Reversal Opportunities in Interest Rate-Sensitive SectorsTop 20 U.S. Stock Trading Volumes on June 30: UBS Raises TSMC Target PriceTesla is about to release its second-quarter delivery data, a key figure that is highly anticipatedMajor U.S. Supreme Court Ruling! Expands Presidential Power to Remove Heads of Federal Independent Agencies, Excluding the Federal ReserveU.S. Supreme Court Rules Cook to Remain in Office Temporarily; Trump Vows to Ensure No Impact on Major Monetary Policy DecisionsHarbor Capital Appreciation Fund slightly reduced its holdings in NVIDIA, with a minor decrease in the holding ratioTesla's early trading rose over 3%, deepening cooperation with SpaceX attracts attentionU.S. Supreme Court Allows Federal Reserve Governor Lisa Cook to Remain in Office for NowNvidia Stock Has Underperformed the Semiconductor Sector in 2026. Will It Skyrocket in the Second Half?Tesla Q2 deliveries may exceed expectations? Barclays and Morgan Stanley are optimistic, with China and Europe becoming the main growth driversInternal documents revealed: Meta is concerned about model distillation and restricts employees from using Claude and CodexAI burns money leading to a "trust collapse"! Microsoft faces its worst month in 26 years with a market value of $570 billion evaporatingPalantir teams up with NVIDIA to focus on sovereign AI, stock price continues to reboundAccelerating the commercialization of new software! Palantir partners with NVIDIA and Surf Air to comprehensively advance AI software expansionEarly Spoiler for Non-Farm Employment? Hassett: Jobs Report to Be Strong Again, Insufficient Grounds for Rate HikesGlobal Headlines You Need to Know Before U.S. Market Open on MondayOn June 29th, MEITUAN-W spent approximately HKD 99.7718 million to repurchase 1.4627 million sharesSOFI Has Plenty of Red Flags — Is the Premium Justified?