Hi, I am Dolphin Research!Asia-Pac markets tumble; Tencent launches SkillPay, an Agent paid‑skill monetization platform | Daily News RecapNFLX (Trans): Live streams cut avg. watch time/user, but deliver stronger monetizationNFLX: From Internet Darling to Pariah?TSM (Trans): FY growth 40%+; capex hike remains prudent.No 'blowout'; just 'ok.' Can TSM still carry the AI narrative?ASML Trans: Memory sales up 75%+, DRAM migrating to advanced nodesASML: AI Frenzy, Picks-and-Shovels On Fire?ASML posts strong Q2; Tencent Yuanbao links to JD shopping | Daily News RecapAI Compute: From Feast to Leftovers?TSM: Strong as expected; SK hynix tumbles pre-mkt after listing frenzy | Daily News RecapExcess subleasing vs. aggressive buildouts: Is META's 'split personality' a blatant open play?SK hynix Heads to the U.S. Seeking a Fair Valuation?Tencent to outbid META for Manus; SK Hynix to ring the Nasdaq bell tonight | Daily News RecapCXMT IPO lifts chip sector; SK hynix US IPO 7x oversubscribed | Daily News RecapSpaceX: Space Compute — Musk's new hype or real future?BABA up on earnings preview; Xiaomi teases new range-extended SUV|Daily News RecapAVGO: Lagging Nvidia, now under siege from smaller rivals?Tencent cuts Kuaishou stake via block trade; Meituan open-sources 1T-param LLM LongCat-2.0 | Daily News RecapAI compute too costly: Is META upending the game?Tencent ramps up WorkBuddy+ and Hunyuan Hy3 on two fronts; TSLA Model Y L launches in the U.S. and UAE | Daily News RecapYUMC: How a 'Western chicken' ruled China for 30 years?SpaceX: AI cash burn persists—Is 'space compute supremacy' the ultimate play?Horizon Robotics HSD V2.0 Gets Major Upgrade; Meituan Debuts Open-Source Trillion-Param LLM LongCat-2.0 | Daily News RecapSOFI Has Plenty of Red Flags — Is the Premium Justified?XPEV MONA L03 set for Jul 2 debut; Kunlunxin reportedly seeking $50bn IPO, topping BIDU | Daily News RecapMU Surges After Earnings Selloff; QCOM Pushes Into AI Data Centers, Aiming to Take Share From NVDA | Daily News Recap