Curated in-depth analysis and weekly highlights to get you up to speed.

苹果、谷歌、Meta营收大涨但股价暴跌，英特尔过山车式反转，微软股价反应最正面。

This year, the Foundation slimmed down, Fusaka went live, and the third major iteration has already begun.

From policy uncertainty to capital sitting on the sidelines, the real variable is shifting toward market resilience.

This is not an ordinary interest rate cycle fluctuation, but a reshuffling of the global asset pricing anchor.

Is the AI bubble trade reversing?

The potential “black swan” event for long HYPE positions is TradeXYZ's departure.

For anyone holding AI-related assets, this article is worth reading carefully.

For older projects with sufficiently dispersed token supply, buyback and burning act as a potent catalyst.

The policy bottom has emerged, leverage clearing is in its late stages, and the AI demand narrative has been reconfirmed by Microsoft. However, the unresolved expectation of a Japanese rate hike and the unverified storage supply cycle mean it is far too early to declare that "the bull is back."

This "wedding gift" is too heavy...

It took only one month to go from $45 billion to a forced liquidation. "This isn't just Leopold's $100 billion. That number could be five to ten times larger."

This earnings report did not show any significant deterioration in Apple's end-user demand. iPhone, Mac, and cash flow remain strong.

Amazon's revenue and AWS growth both exceeded expectations this quarter. Revenue reached $200.606 billion, surpassing the expected ~$197 billion; AWS revenue hit $42.232 billion, up 37% year-over-year, marking the fastest growth in 18 quarters.

Apple's quarterly revenue, EPS, iPhone, and Mac results all beat expectations, with iPhone, Mac, and Services revenue hitting all-time highs for the June quarter (Apple's fiscal Q3).

Three consecutive quarters of net losses, yet a trend toward revenue diversification has emerged.