HK, US stocks top stories
META (Follow-up call Trans): Most capex translates into post-2027 capacityAAPL (Trans): New Siri to partner with Google; in-house R&D remains a priorityiPhone Rocks, with Gemini Teamup — Is Apple’s AI Era Finally Coming?MSFT (Trans): Agents will be the apps of the new eraThree tech giants to pour RMB 60 bn into OpenAI; BABA's T-Head unveils Zhenwu 810E | Daily News Recap'Seasoned' MSFT: Deliberate Step back for Bigger Leap?META (Trans): AI Improving Recommendations; FB & IG Engagement to Keep RisingTSLA 2026: $20bn Capex, All-in AI Master PlanTearing up 'Bad Earnings' Script, TSLA Ready to Turn the Tide?Massive Capex? Hypergrowth Silences the SkepticsASML (Trans): Outlook weighed by customer fab build-outs; most new orders are for 2027 deliveries.EDU (Trans): Market Share Up, Pursuing High-Quality GrowthEDU: Resilient Growth, Brand Equity of the Sector Leader Still RisingASML: Memory orders surge; litho supercycle arrivesMingming Is Busy soars on IPO debut; ASML orders surge, unveils 10bn buyback｜Daily News Recap