RT Tetsuo (@tetsuoai)Try Sonic MAX in Cursor. It's free, faster than Gemini, and writes better code than Opus 4.1.Seems as good as Grok 4. 🫨 ...

Market Overview - US stock markets declined, with the Dow Jones down 0.14%, Nasdaq down 0.65%, and S&P 500 down 0.49% [1] - Notable stock movements include Nvidia down 0.97%, Meta down 1.66%, Google A up 3.12%, Microsoft down 0.19%, Tesla down 0.17%, Apple down 0.21%, and Amazon up 0.99% [1] Economic Policies - Trump suggested leveraging Federal Reserve chair vacancies and announced potential tariffs on drugs and chips, which could reach up to 250% [2] - The Indian tariffs were significantly increased within 24 hours [2] AI Developments - OpenAI released two open-source AI models, GPT-oss-120b and GPT-oss-20b [3] - Anthropic launched Opus 4.1, enhancing programming, research, and data analysis capabilities [4] - Google DeepMind introduced Genie 3, a world model that breaks boundaries in video modeling and allows real-time interaction [5] Pharmaceutical Sector - Pfizer reported a 10% year-over-year revenue growth in Q2, exceeding expectations, and raised its full-year profit guidance [6] Technology Innovations - Meta developed a new wristband that enables "thought control" through a non-invasive neural interface, with results published in Nature [7] - The iPhone 17 series is expected to see significant price increases [8] Domestic Policy Initiatives - The People's Bank of China and six other departments issued guidelines to support financing for key manufacturing sectors, including integrated circuits and industrial mother machines [9] - The State Council announced the elimination of preschool education fees for public kindergartens, aiming to promote free early education [10] Market Strategies - Everbright Securities noted that the Shanghai Composite Index recovered above 3600 points, boosting market confidence, but cautioned that continued upward movement may face challenges due to reduced trading volume [11] Industry Insights - SK Hynix is supplying HBM4 to Nvidia at a price approximately 70% higher than HBM3E, reflecting significant technological advancements [12] - Huawei announced the full open-source of its Ascend hardware enabling CANN, aiming to enhance developer innovation [12][13] - NIO's new model, the L90, achieved impressive sales, surpassing competitors and receiving positive evaluations from top investment firms [13][14] Education Sector - The State Council's new policy on free preschool education is expected to alleviate financial burdens on families and potentially boost birth rates [15] Company Announcements - Tianfu Culture and Tourism signed cooperation agreements with various cultural and tourism entities [17] - Several companies, including Ancar Detection and Zhongchuan Special Gas, made significant announcements regarding acquisitions and certifications [19]

Market Overview - The US ISM Services PMI shows signs of weakness, with the price index remaining high, raising concerns about stagflation risks affecting the Federal Reserve's policy path [2][3] - Large tech stocks led the decline in US markets, while small-cap stocks saw a 0.6% increase [2] - AMD's Q2 profits fell short of expectations, leading to a 5.7% drop in stock price post-earnings [2][5][16] - US Treasury yields rose broadly, with the 2-year yield increasing by nearly 5 basis points [2] - Gold experienced a V-shaped recovery, rising 1.2% from its daily low, while oil prices fell by 1.6% amid reports of potential ceasefire discussions between Russia and Ukraine [2][15] Key News - The People's Bank of China and seven departments are enhancing financial support for new industrialization and digital infrastructure [3][12] - The US ISM Services PMI for July was reported at 50.1, with the employment index contracting and the price index reaching a new high since October 2022 [3][13] - Trump is expected to announce new tariffs on drugs and chips, while also considering candidates for the Federal Reserve Board [3][13] - The US Treasury plans to issue a record $100 billion in four-week Treasury bills this week [3][14] Company Updates - AMD reported record Q2 revenue but faced a decline in profit margins and a 30% year-over-year drop in EPS, with uncertainty surrounding the export of MI308 products to China [5][16] - OpenAI released two free-to-use open-weight language models, marking its first release of this kind in six years [6][18] - Anthropic launched Opus 4.1, enhancing capabilities in programming, research, and data analysis [19] - Nvidia's stock surged, while Apple and Tesla faced declines, indicating a divergence among tech giants [29] Industry Insights - The Chinese Robotaxi industry is on the verge of large-scale deployment, with leading companies expected to achieve profitability by 2026 [24] - The high demand for high-end chips has led to a significant revenue increase for Haiguang Information, with Q2 revenue up 41.1% year-over-year [25] - The solar glass industry is facing challenges due to weak demand and high production costs, leading to a forecasted decline in profitability [24]

Opus 4.1 is now available to paid Claude users and in Claude Code.It's also on our API, Amazon Bedrock, and Google Cloud's Vertex AI.Read more: https://t.co/ansKMHes5I ...