360-degree comprehensive scrutiny, is Google really that stable?Today's Important News Review | Dolphin Investment ResearchExpected annual capital expenditures to exceed USD 10 billion, will continue to strengthen investment in AI chips (Tesla Q2 earnings call minutes)Tesla: "AI Hype" sounds good, but reality is too harshSpotify: User Churn Rate Better Than Expected After Price Increase for Bundled Packages (2Q24 Earnings Call)Spotify: The music giant provides the standard answerAre the "brilliant" US small-cap stocks more "nourished" than the economic fundamentals?Today's Important News Review | Dolphin Investment ResearchToday's Important News Review | Dolphin ResearchNetflix: Advertising to become the main growth driver in 2026 (2Q24 earnings call)The answer is not bad, but the expectations are higher. Will Netflix be a preview of the Seven Sisters?TSMC: Annual revenue growth of over 20% (2Q24 conference call minutes)ASML and Trump "feinted twice" in a row? TSMC "holds the fort", what else to fear!Today's Important News Review | Dolphin Investment ResearchASML: EUV shipments remain similar to last year (FY24Q2 conference call minutes)ASML: Expecting high landing slow, hard to catch up with the market's "AI dream"