China, Red Alert for Second-Half Economy Consumer Sentiment in Freefall amid Prolonged Property Slump Sole Growth Engine, Exports, on the Brink China’s economic recovery in the second half of the year is flashing red.

U.S. July CPI rose 2.7%, below expectations Futures market prices in 96% probability of 25bp cut Treasury Secretary Bessent presses for 50bp “big cut” The July U.S.

Court Considers Chrome Divestiture to Address Google’s Search Monopoly Perplexity Formalizes Acquisition Intent First Revealed in April Court Testimony OpenAI and Yahoo: “Chrome Is a Strategic Player, We’re Interested in Acquiring It” U.S.

CXMT Supplying HBM3 Samples to Domestic Firm Huawei China’s ‘Semiconductor Rise’ Expanding into High-Performance Memory U.S.

Permit expiration on the 9th, operations halted from the 10th Possibility of production gap amid “no short-term resumption plan” Potential reflection of Beijing’s clampdown on “involution-style competition” CATL headquarters

Widespread Backlash Against Punitive Tariffs BRICS Leverages Growing Clout to Bolster Unity EU Seeks Partnerships with Japan, Canada, India As U.S.

Samsung Electronics Secures Apple Order for Next-Generation Image Sensor Mass Production Slated for Austin, Texas Facility Turnaround Hopes for Loss-Making System LSI and Foundry Units Samsung Electronics has signed a supply contract with Apple

Kevin Hassett of NEC, Former Fed Governor Kevin Warsh Among Contenders Despite Powell’s Remaining Term, Trump Floats Successor Names Loyalists Seen as Potential Picks to Align with Trump’s Policy Agenda US President Donal