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Nvidia suffers massive sell-off, Apple regains top global market cap—what signal does this send?

Nvidia suffers massive sell-off, Apple regains top global market cap—what signal does this send?

``` At the U.S. market close on Monday, Nvidia dropped nearly 5%, while Apple rose over 1%. Nvidia’s market cap fell to about $4.77 trillion, and Apple regained the top spot globally at $4.95 trillion—this is Apple’s first time back to this position since April

Meituan launches CatPaw, an all-scenario AI Agent platform, already covering 90,000 employees internally.

Meituan launches CatPaw, an all-scenario AI Agent platform, already covering 90,000 employees internally.

``` On July 27, Meituan announced the official launch of its all-scenario AI Agent platform, CatPaw. The platform provides an out-of-the-box AI workspace, as well as enterprise-level Agent development and hosting capabilities, targeting local lifestyle merchants. CatPaw is not an entirely new product. According to public information, it was launched internally

JD.com buys property in London, focusing on heavy assets to strengthen its European supply chain and retail.

JD.com buys property in London, focusing on heavy assets to strengthen its European supply chain and retail.

On July 27, it was reported that JD Group had completed the acquisition of the SYSTEMS building located in Hammersmith, West London. This property will serve as JD’s new headquarters in the UK. With the transaction settled, JD also publicly revealed the scale of its UK operations. Currently, its

Deeply tied to Nasdaq! Korean stock market transforms into a "semiconductor index," sparking investor concerns

Deeply tied to Nasdaq! Korean stock market transforms into a "semiconductor index," sparking investor concerns

``` The AI boom has tightly welded the Korean stock market to Wall Street tech stocks, but this connection is becoming a double-edged sword. On July 28, data provided by Rayliant showed that the 60-day correlation coefficient between the KOSPI and the Nasdaq 100 index recently rose to about 0.50,

Nvidia CDS soar to record highs, Oracle downgraded—as "circular financing" hits the bond ceiling

Nvidia CDS soar to record highs, Oracle downgraded—as "circular financing" hits the bond ceiling

``` The bond market is casting a vote against the unlimited expansion of AI infrastructure. The financing frenzy surrounding AI infrastructure is sparking a chain reaction in the credit market. On Monday, ICE Data Services showed Nvidia’s five-year CDS saw its largest intraday surge in history, Oracle was downgraded by

The cost of "saving the yen": Will Japanese stocks repeat the sharp decline of two years ago?

The cost of "saving the yen": Will Japanese stocks repeat the sharp decline of two years ago?

``` Will the Japanese stock market repeat the crash of August 2024? That crash two years ago is still fresh in the minds of global investors. From July to August 2024, TOPIX fell 24% from a historic high, triggered by the US dollar dropping sharply from 162 yen to 143 yen

The market is "voting with its feet"! OpenAI was guaranteed $250 billion, and Nvidia's market value evaporated by $250 billion in response.

The market is "voting with its feet"! OpenAI was guaranteed $250 billion, and Nvidia's market value evaporated by $250 billion in response.

``` Nvidia is reportedly considering providing up to $600 billion in financial support for an OpenAI data center project in Ohio, a deal that has sparked significant unease among Wall Street traders. Many believe this will mark the symbolic moment at the peak of the AI cycle financing frenzy. Wallstreetcn mentions