① The three major US stock index futures rose: Dow futures rose 0.17%, S&P 500 futures rose 0.27%, and NASDAQ futures rose 0.42%. ② The European stock market index rose sharply: Germany's DAX30 rose 0.42%, France's CAC40 rose 0.23%, Eurostock 50 rose 0.37%, and the British FTSE 100 rose 0.15%. ③ As of press release, the prediction website Polymarket has a 79% chance of betting on Kevin Hassett as Trump's next chairman of the Federal Reserve. ④ In its latest research report, Morgan Stanley raised Google's 2027 TPU production forecast from about 3 million yuan to 5 million yuan. The increase was 67%; the TPU production forecast for 2028 was raised from about 3.2 million yuan to 7 million yuan, an increase of up to 120%. ⑤ Apple lost the EU Supreme Court and is threatened with a class action lawsuit in the Netherlands for suspected monopoly practices. ⑥ Musk recommended two “big AI stocks” — Google and Nvidia — in his podcast; even though these two stocks have recently risen sharply, they still look very attractive. ⑦ “Big Short” Michael Berry called Tesla “ridiculously overvalued” and criticized Musk's sky-high compensation plan as leading to equity dilution. ⑧ Tom Lee, co-founder of Fundstrat, is optimistic. It is expected that the S&P 500 index will rise to a new high of 7,300 points by the end of the year, an increase of 10%, mainly due to the end of quantitative austerity and the dovish stance of the Federal Reserve. ⑨ Database provider MongoDB surged nearly 23% in the premarket. Previously, its third-fiscal quarter revenue and earnings per share exceeded market expectations, and raised full-year performance guidelines, thanks to strong revenue growth in Atlas cloud database products. ⑩ Rumor has it that Maywell Technology plans to spend more than $5 billion to acquire Celestial AI and bet on Photonic Fabric technology, its photonic interconnection platform, to solve the “memory wall” bottleneck in AI computing. ⑪ The micro strategy market has risen by nearly 2%, and the company has plummeted by nearly 70% from its high point. The market now fears that the continued decline in the price of Bitcoin will cause it to be forced to sell its Bitcoin holdings. ⑫ Apple announced that John Gianandarrea, senior vice president responsible for machine learning and artificial intelligence strategy, will resign from his current position and be replaced by senior Google executive Amar Subramania.

① The three major US stock index futures rose: Dow futures rose 0.17%, S&P 500 futures rose 0.27%, and NASDAQ futures rose 0.42%. ② The European stock market index rose sharply: Germany's DAX30 rose 0.42%, France's CAC40 rose 0.23%, Eurostock 50 rose 0.37%, and the British FTSE 100 rose 0.15%. ③ As of press release, the prediction website Polymarket has a 79% chance of betting on Kevin Hassett as Trump's next chairman of the Federal Reserve. ④ In its latest research report, Morgan Stanley raised Google's 2027 TPU production forecast from about 3 million yuan to 5 million yuan. The increase was 67%; the TPU production forecast for 2028 was raised from about 3.2 million yuan to 7 million yuan, an increase of up to 120%. ⑤ Apple lost the EU Supreme Court and is threatened with a class action lawsuit in the Netherlands for suspected monopoly practices. ⑥ Musk recommended two “big AI stocks” — Google and Nvidia — in his podcast; even though these two stocks have recently risen sharply, they still look very attractive. ⑦ “Big Short” Michael Berry called Tesla “ridiculously overvalued” and criticized Musk's sky-high compensation plan as leading to equity dilution. ⑧ Tom Lee, co-founder of Fundstrat, is optimistic. It is expected that the S&P 500 index will rise to a new high of 7,300 points by the end of the year, an increase of 10%, mainly due to the end of quantitative austerity and the dovish stance of the Federal Reserve. ⑨ Database provider MongoDB surged nearly 23% in the premarket. Previously, its third-fiscal quarter revenue and earnings per share exceeded market expectations, and raised full-year performance guidelines, thanks to strong revenue growth in Atlas cloud database products. ⑩ Rumor has it that Maywell Technology plans to spend more than $5 billion to acquire Celestial AI and bet on Photonic Fabric technology, its photonic interconnection platform, to solve the “memory wall” bottleneck in AI computing. ⑪ The micro strategy market has risen by nearly 2%, and the company has plummeted by nearly 70% from its high point. The market now fears that the continued decline in the price of Bitcoin will cause it to be forced to sell its Bitcoin holdings. ⑫ Apple announced that John Gianandarrea, senior vice president responsible for machine learning and artificial intelligence strategy, will resign from his current position and be replaced by senior Google executive Amar Subramania.