U.S. stocks fell in early trading, dragged down by chip stocks, as the positive news from Taiwan Semiconductor failed to alleviate concernsXiaomi Drops a Bombshell: 100,000 Hours of Real-World Data Systematically Validates Robot Scaling Law for the First TimeASML expands production, TSMC increases investment, Anthropic's profit leap: The argument of "excess computing power" is countered, is the AI bull market moving towards the era of reasoning compounding?Taiwan Semiconductor FY26Q2 conference call: Q2 gross margin 67.7% exceeds guidance, full-year capital expenditure raised to $60-64 billionAn email mistakenly sent led to the breakdown of negotiations between Apple and OpenAI, followed by a lawsuitUS Retail Sales Rose 0.2% MoM in June; Falling Oil Prices Dragged Overall Growth, but Core Consumption Remained RobustGlobal Headlines to Know Before Thursday's U.S. Stock Market OpenZhitong Hong Kong Stock Analysis | AI Application End Sees New Opportunities as Consumer Stocks Continue to SpreadNVIDIA launches a new AI modelU.S. Stock Market Preview | The three major stock index futures are mixed, TSMC's earnings greatly exceeded expectations but still faced sell-offLucky Cup Slows Store Expansion, Allocates 300 Million Yuan for "Coffee Upgrade" CampaignNVIDIA releases a new artificial intelligence model and expands the physical artificial intelligence industry ecosystem in JapanHong Kong Stock Review: Continuing ImmunitySpaceX Launches First Starship Test Flight Since IPO, Musk's Mars Plan Faces Critical TestTSM (Trans): FY growth 40%+; capex hike remains prudent.Taiwan Semiconductor's Profits Surge 77%, Yet Stock Plummets as "Buy the Rumor, Sell the News" Plays Out Again!Liang Wenfeng Goes All In on IPO Subscription; Trillion-Yuan CXMT Snapped UpNo 'blowout'; just 'ok.' Can TSM still carry the AI narrative?After 320,000 Accounts Hit Zero—Where Is South Korea’s Deleveraging Process?Why Are Japanese and Korean Equities and Currencies "Diverging"?Buffett's latest statement: lamenting that he "bought Google too late," once again criticizing the stock market's casino-like natureOn July 15th, LI AUTO-W spent USD 6.0772 million to repurchase 950,000 sharesThe New 60/40 in the AI Era: Not Stocks and Bonds, but AI vs. Non-AIReport: Japan Spends $2.4 Billion on NVIDIA Rubin Chips to Build Robotic AI SystemsJensen Huang visits Japan to thank Sega: Without the $5 million investment back then, there would be no NVIDIA todayThe AI infrastructure dividend continues to be realized! TSMC's Q2 net profit surged 77% to a new high, raising the full-year capital expenditure and revenue guidanceReport: Japan to Procure 27,500 NVIDIA Rubin Chips for Building Robotic AI SystemsETF volatility | EFUND GOLD MI ETF rises over 2% as US June PPI weakens more than expected, indicating rebound potential for goldLME nickel prices rise to a three-week high! The cooling of Federal Reserve interest rate hike expectations, combined with the fog of Indonesian quotas and AI infrastructure catalyzing nickel pricesSouth Korea's Financial Services Commission Announces Measures for Single-Stock Leveraged ETFsETF Volatility | STAR 50 ETF declines again as overseas markets decline and the deleveraging process impacts the technology sector; inflation risks have not been completely clearedApple CEO Tim Cook Just Announced Great News for Broadcom Stock InvestorsBenefiting from the surge in demand for high-end chips, Taiwan Semiconductor's net profit in the second quarter increased by over 77%, exceeding market expectationsTaiwan Semiconductor Q2 Net Profit Surges 77.4% Year-on-Year, Far Exceeding Expectations; Gross Margin Reaches 67.7% as Strong AI Chip Demand Persists | Earnings InsightTaiwan Semiconductor Forecasts Third Quarter Revenue of $44.6 Billion to $45.8 Billion, Above Market Expectations of $43.11 BillionTaiwan Semiconductor's profits exceed high expectations, further evidence of sustained AI demandAlleged collusion to raise memory interface chip prices! Montage Technology, Renesas, and Rambus' South Korean offices raided; shares plunge as companies respond swiftlyMPF Rating: The net inflow of the Mandatory Provident Fund in the second quarter was approximately HKD 12.05 billion, with HSBC and Sun Life Financial being the biggest winners in terms of fund flowTaiwan Semiconductor's Q2 Net Profit Reaches TWD 706.6 Billion, Beating Estimates of TWD 623.73 BillionNVIDIA partners with Japanese companies to accelerate the development of robotics and AI technologyA Single CPI Cooling Is Hardly the End of Rate Hikes; Waller’s Answer May Lie in Balance Sheet ReductionOppenheimer Withdraws IBM's $350 Price Target: Software Growth Only Half of Expectations, Stock Price to Remain Range-Bound in the Short TermHong Kong Stock Midday Review: The Hang Seng Index opened high and rose, closing up 1.93% as tech stocks strengthened collectivelyHong Kong Stock Midday Review | Hang Seng Index rises 1.93% at midday, Xiaomi Group-W up over 6%In-House Chips Fall Short, Apple Turns to Acquisitions to Break Through AI Server BottlenecksJapanese robotics manufacturer joins NVIDIA's physical artificial intelligence alliance, Cosmos