What if you can't afford chips? NVIDIA joins hands with Wall Street to turn AI computing power into financeable, securitized assetsStrong Growth, Moderate Rate Hikes, Controllable Oil Prices—Deutsche Bank Says Market Is Pricing a Non-Existent PerfectionBofA: Tonight's CPI "Downside Surprise" Has Greater Impact; A Lower-Than-Expected Core CPI Could Rule Out a September Rate HikeXiaomi Automobile: In July, Xiaomi SU7 sales reached 21,044 unitsTrend funds are betting heavily on stubborn inflation, with record bond short positions awaiting tonight's CPI "verdict"!Will AI Bring About an "Employment Doomsday" in the US? Bank of America: No Evidence Yet, but Pressure is Emerging Among Young People, the Information Sector, and the Financial IndustryCentennial Historical Patterns Indicate a "Favorable Window" for U.S. Stocks; Analysts Bullish on the Next 18 MonthsA-share Opening Express | Three Major Indices Open Slightly Lower, Film Theaters and Semiconductors StrengthenHong Kong stock market opening | Hang Seng Index opened down 0.6%, gold stocks strengthened, Zai Lab rose over 8%Talent loss, model lagging, commercialization under pressure! Gemini users surpass 1 billion, but Google's "internal and external troubles" cannot be concealedAugust Surge Too Fast! Will Tonight's CPI Trigger Profit-Taking After Gold's Strong Rally?Jensen Huang's $500 Billion Financing Plan 'Tears Market Apart': Asset Management Giants Celebrate as Tech Stocks Fall for Two Consecutive DaysFrom SanDisk to CXMT, Long-Term Memory Supply Agreements Expand to Second- and Third-Tier ManufacturersAlibaba Cloud Accelerates Modular Data Center Delivery: Deployment in 100 Days, Costs Reduced by 10%CICC: Has global liquidity reached a turning point?Google "lands" in the Latin American digital economy! Adds three new submarine cable systems connecting Chile, Panama, and other countriesBreakfast | August 12, 2026Super Micro Computer's Sales Nearly Doubled Last Quarter; Current Quarter and New Fiscal Year Guidance Significantly Beat Expectations | Earnings InsightsRyanair signs a five-year cooperation agreement with Google Cloud to expand the application of artificial intelligence in aviation operationsCathay Hong Kong: Gold prices rebound, recommend related targets in the gold and jewelry sectorCoreWeave (Trans): Margins inflect; interest expense rising in tandemOvernight news on August 12: U.S. stocks closed lower, oil prices rose, the U.S. military attacked a merchant ship heading to an Iranian port, and NVIDIA launched its first open-source AI modelReminder: Key Events to Watch During the Day (All Times in Beijing Time)Analyst Conference Call: CoreWeave Projects Annual Sales of $12.4–$13.2 Billion and Capital Expenditures of $35–$39 BillionAugust 12th foreign market headlines: U.S. military fires on ships violating the blockade, Apple Pay head retires, Google Gemini monthly active users exceed 1 billion, Super Micro Computer's stock price surges after hoursCoreWeave Surges! Q2 Revenue and Earnings Beat Expectations | Earnings WatchCME to Launch GPU Computing Power Futures on October 5, Tracking H100 and B200 Rental CostsUS Senator Sanders Writes to OpenAI, Anthropic, and Meta: Pause AI Development or Congress Will InterveneLumentum Reports Q4 Net Revenue of $1.01 Billion, Beating Analyst Expectations of $990 Million vs. $480.7 Million a Year Ago. Stock Dipped 5% in After-Hours Trading Before RecoveringU.S. Treasury Secretary Janet Yellen: Welcomes Meta's release of Muse GlimmerThe Truth Revealed? US Media: US Defense Giants Worry That Ukrainian Production of "Patriot" Missiles Could Be Much CheaperOver $400 Billion at Stake! Trend-Following Funds Record Short Global Bonds; US CPI This Week Key to P&LBearish sentiment in US stocks continues to spread; historical data suggests it may fuel the next rally in the S&P 500EIA Raises Brent Crude and Refined Product Price Forecasts 2026 Average Brent Price Up 6.1%, Gasoline Up 5.9%, Diesel Up 8.5%Hawks Now Account for Half of the FOMC: Will Warsh Become a 'Lame Duck' Chair?Apple welcomes another executive change as Bailey, head of payment and wallet services, will retireGoogle claims that Gemini's monthly user count has exceeded 1 billionNVIDIA's credit risk indicators have declined, CEO clarifies $500 billion financing planPre-IPO Cash-Out: OpenAI Completes $7 Billion Employee Equity TransactionBYD's Flash Charging Enters the 100,000 Yuan MarketEscalating Shipping Risks in the Middle East: US Forces Fire on Merchant Vessel Attempting to Break Blockade; Red Sea Attack Leaves 3 DeadSE: Rally — Is E-com Finally Turning?It is reported that about one-third of the subscribers did not receive shares in the Intel stock issuance transactionNVIDIA launches its first open-source AI modelNVIDIA launches Nemotron 3.5 Lightning targeting AI acceleration for intelligent agentsTSMC's "Mr. CoWoS": ABF Substrate Shortage May Be Second Only to Memory in Coming YearsCME Official Announcement: Following Gold, Silver Futures to Join "Around-the-Clock Trading"A Recent Email Within Microsoft Seems to Confirm What Many Suspected: Tech Companies Are Overspending on AI