COST (Trans): Confident on inflation; plans to open 30 warehouses annually.US Gov. Shutdown Casualty? COST's Last Dip?LULU (Trans): New styles to account for 35% of the Spring 2026 lineupAVGO (Trans): Anthropic adds another 10bn; 73bn order is the floorLULU: Comeback or Flash in the Pan?AVGO vs. NVDA: Did the challenger blink first?Horizon Robotics: Can China’s AD substitute chips unseat NVDA?Microsoft's Agent AI Debuts Friday; LVMH Greater China Head Joins Pop Mart | Daily News RecapMemory Upcycle, AI Capex: Is AMAT Finally Set to Break Out?Mortgage subsidy rumors roil markets; Fed decision due tonight | Daily News RecapH200 Greenlight: The Breakout Catalyst on NVDA's Path to $6tn?HKEX debuts flagship Tech Index; NVDA H200 cleared for China exports | Daily News Recap3% US 2026 GDP—New Policy Floor of AI Era?NFLX breaks its own rules, makes an RMB 80bn bet to become No.1 in film & TVPolitburo sets 2026 economic agenda, HOOD pushes into SE Asia crypto | Daily News RecapMingming is very busy: How did the 'Pinduoduo of the snack industry' achieve its success?Baidu Spins Off Kunlunxin for IPO; Ele.me Completes Official Rebranding | Today's Important News RecapAlibaba, ByteDance, and Li Auto are rushing into the market; are AI glasses becoming the 'next big thing'? (Minutes)Li Auto releases AI glasses Livis; Micron exits retail storage business to focus on AI | Today's Important News RecapSalesforce (Minutes): The foundation of technology and sales has been laid, looking forward to the harvest periodSalesforce: AI Agent 'Delayed', Has the SaaS Leader Become a Value Stock?Amazon unveils 3nm AI chip; Intel stock surges｜Today's Important News RecapMarvell (Minutes): AWS is the first to become Celestial AI's 'core leading customer'Marvell: Acquisition to Fill Gaps, Is the NVIDIA 'Alternative' Path Becoming a Reality?The Original Sin of the AI Bubble: Is Nvidia the 'Golden Poison Pill' that AI Can't Quit?