Huang spent $6 billion to obtain authorization for the AI model of the startup Poolside, an AI startup that most purchasing executives couldn't spell yesterda$英偉達(NVDA)$  

Crazy Numbers at AI Pipeline Q2 AI server order volume: $60.9 billion, a record high. End of period AI server backlog orders: $95 billion, record high. Neocloud, Sovereign cloud, corporate customers over 6,500 $戴爾(DELL)$

Tesla (TSLA) is set to host its Cybercab event in Austin, Texas, on Thursday, the company has said in a post on X.

The 30-year fixed mortgage rate jumped six basis points to 6.87% on Monday, the highest since June last year, and has risen over 30 basis points in the past two months. This directly compresses the consumer's purchasing power and refinancing space.

O’Neill is the former Nike President of Consumer, Product & Brand, with more than 25 years at Nike. Her start date is deliberately after Q2 results, so the Q2 call will still be handled by interim co-CEOs Meghan Frank and André Maestrini. $lululemon athletica(LULU)$  

If the Fed raises rates in September, this will be the first time since 2022, two months before elections that it has tightened policy

A stronger dollar is collateral damage. The ECB is also hawking, but the Bank of England is sitting still and the Bank of Japan is still on the loose edge – the relative strength of the dollar will neutralise emerging markets and commodities

The market is telling you: the short term risk of raising interest rates on reprice but not buying on the long term – investors believe that Wash will eventually bring inflation down and are reluctant to push up term premiums. This yield curve flattening signal is one of the most alarming macro cracks in the second half of 2026.

Morgan Stanley's chief US economist Michael Gapen argues that "inflation is slowing down" should be enough to keep the Fed on the sidelines in September.

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$新傳企劃(01284)$  

$香港交易所(00388)$  

$康利國際控股(06890)$ 0.09 divident

Yesterday's bloodiest stock story was Walmart. The surface data is all good news: EPS is $0.81 better than expected $0.74, revenue of 1,879 billion higher than expected 1,868 billion, and annual guidance has also been increased. But the stock price plummeted 9.2%, the largest single day decline since July 2022 Walmart, traded at 40 times P/E, its valuation implies an assumption that it successfully transformed into a tech-enabled commerce platform. But when a company with a net margin of just 3%, revenue growth rate of 56% enjoys the premium of growth stock, any guidance miss is seen by the market in a magnifying glass. $沃爾瑪(WMT)$  

CoreWeave, the finance director of cloud provider CoreWeave, downplayed the words during the August performance call: "We recently signed an A100 (Fida chip) contract extending to 2029 at an attractive price. Just a reminder, this model was launched in 2020. 9 years of life！！ Actually, is the issue of depreciation actually just that if he does more income, there is no problem. If he can't do it well, it's a big problem. $CoreWeave, Inc.(CRWV)$  

Etched represents a genuine disruption to $英偉達(NVDA)$   ？！ Etched went from receiving test chips from TSMC to running inference workloads in just 44 days Capital Is Pouring In — Fast December 2025: $5B round at $50B valuation July 2026: $3B Series C at $103B valuation August 2026: $7B round at $210B valuation — doubling in under a month Cumulative funding: $19 billion Signed customer contracts: >$10 billion First Customer Is a Demanding One Jane Street, the quantitative trading giant, is both a lead investor and Etched's first customer — already deploying a full server rack in their own data center. Jane Street's workloads are latency-sensitive to the nanosecond level, making them an ideal validation partner for a chip claiming p

everyone is spending more on AI . world is rarely simple; people must make hard choices between desire and duty, cunning and justice, fate and free will. 

Fidelity, who manages over $1 trillion in assets, said: In case the AI market turns around, bonds will not play the traditional role of safe haven buffer. Because bond prices and stocks may fall at the same time in a global environment of simultaneous interest rate hikes