LIZZY: LIVE FROM LONDONLIZZY:, THIS IS BLOOMBERG DAYBREAK: EUROPE. NO DEAL ON HORMUZ. IRAN REJECTS TALKS WITH U.S. OIL PRICES HIGHER ONCE AGAIN.MEANWHILE, ISRAEL REJECTS THE TRUMP BACKED PLAN TO DISARM HAMAS, SELLING DIPLOMATIC PROGRESS ON THE WAR IN GAZA. AND INFLATION EASES FOR THE FIRST TIME SINCE THE IRAN WAR. GROWTH PRICE SLOWS, RAISING DEFLATION CONCERNS AS PRESSURE FROM THE ENERGY PRICE SHOCK FADES.A VERY GOOD MORNING. HAPPY MONDAY. HERE IS WHERE WE START THE WEEK IN MARKETS.OIL EXTENDING GAINS AS TH ...

TSMC reports a 45% rise in monthly sales, in a sign of sustained demand for AI hardware in the face of market volatility https://t.co/PyIZTeTTk4 ...

Artificial Intelligence and Technology - ByteDance is developing an artificial intelligence model targeting 5 trillion parameters, surpassing Kimi K3's 2.8 trillion parameters [13] - ByteDance founder Zhang Ming stated that the company will not rely on model distillation for artificial intelligence model advancements [12] - More Threads expects first-half revenue to jump up to 150%, while reporting a first-half net loss of 1.7 million dollars [62][228] - Sony and TSMC plan to invest 1 trillion yen in a semiconductor sensor plant in Kumamoto [126] - SK Hynix announced a fab plant expansion project with two locations in Chungju and New York in South Korea [186] Macroeconomic and Financial Markets - China's headline consumer price index inflation came in at 0.5% for July, falling short of the expected 0.8% [23] - China's factory gate producer price index inflation reached 3.5% for the period, missing expectations of 3.9% [23][24] - The United States Department of Commerce is investigating how Chinese companies access Nvidia chips and cloud computing agreements [17] - President Trump announced a 3 billion dollar investment in critical minerals projects to reduce supply chain dependence on China [92] - Berkshire Hathaway spent 4.5 billion dollars to buy back its own shares and purchased nearly 20 billion dollars of equity in the second quarter [229]

SHERY: THIS IS THE ASIAN TRADE. OIL GAINS IS A DEAL TO REOPEN THE STRAIT OF HIS REMAINS ELUSIVE. PRESIDENT TRUMP SIGNALS PATIENTS AS TEHRAN REJECTS DIRECT TALKS WITH THE U.S..TRADERS DIGEST FRIDAY'S U.S. JOBS DATA. SK HYNIX IS IN FOCUS AS IT RAMPS UP CONSTRUCTION WITH THE POTENTIAL SHARE BUYBACK ON WATCH. APPLE IS REPORTEDLY TESTING CHINESE MEMORY CHIPS ACROSS ITS PRODUCT LINES AS A SUPPLY CRUNCH BITES.HAIDI: TAKE A LOOK AT THE SET UP FOR TRADING. IT IS GOING TO BE THE DOMINANT IMPACT OF A MISS ON THE U.S. ...

Sony and TSMC are in talks to spend a combined $6.4 billion on their planned joint factory in Japan, according to a person familiar with the plans https://t.co/u2BewuK2cL ...

You can make the bull case on Starlink alone and then the rest of it is like, hey, is Elon going to do well with investing the excess capital that's spitting off of Starlink. How's Elon going to do with that money. Well, I don't know who else I give it to.If you want to talk about how the US gets off of this dependency with Taiwan and China from semiconductors, if Elon takes this on his shoulders and he delivers what he's showing as a vision here today, this is going to be the greatest semiconductor fabrica ...

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Investment and Financial Scale - Tesla and SpaceX are investing $16.8 billion (168亿美元) in phase one of the Terafab project [1] Industry Dynamics and Strategic Layout - Terafab aims to integrate chip design, fabrication, memory, packaging, and testing under one roof, combining capabilities similar to TSMC, Micron, and NVIDIA [1] Potential Applications and Market Opportunities - The manufactured chips are planned to power Tesla vehicles, Optimus robots, SpaceX data centers, and space-based AI computing [1]

Market Dynamics - Chinese AI chip designer Moore Threads plans to list in Hong Kong at an appropriate time [1] Investment Opportunities and Risks - Moore Threads experienced a 420% share surge since its Shanghai debut last year [1]

🔥 REUTERS: Former SK Hynix employee sentenced to 18 months in prison for leaking semiconductor trade secrets to a Chinese firm. https://t.co/LkRurH8vYk ...