Alphabet’s stock drops as Google loses another key AI executive
Jeff Dean, Google’s chief scientist and one of its company’s first employees, is leaving to launch his own company. Source：MarketWatch
8点1氪丨马斯克个人财富亏掉2个“黄仁勋”；上海雪花膏母公司破产；日本半导体或面临断供
今日热点导览 一架上海飞东京航班险撞机，两机垂直高度差仅约20米 阿里云容器服务Agent开启商业化收费 今年以来港股IPO数量同比增长132%，科技类公司占比过半 苹果新任CEO据悉邀请已退休的硬件部门负责人加入管理团队 SpaceX上市后首份财报前夕，“木头姐”持续加仓 TOP3大新闻…
8点1氪丨超1100名AI公司员工联名请愿美国政府；桃酥吃出假牙冠？山姆、泸溪河回应；月之暗面Kimi已完成超35亿美元F轮融资
今日热点导览 C长鑫成交额达400亿元 国家烟草专卖局约谈爱奇迹（深圳）技术有限公司 外交部回应美国实施先进机器人进口限制 宝马拟在德国裁员数千人，通过自愿离职计划削减成本 美联储宣布维持利率不变 TOP3大新闻 Anthropic首席执行官等多位AI大牛签署联名信，呼吁控制人工智能发展步伐…
Alphabet and Tesla took a hit from soaring AI spending. Will Microsoft, Meta and Amazon be next?
Big Tech’s binge is draining free cash flow — and the bond markets are taking notice. Source：MarketWatch
Meta is up against a wall of AI pessimism heading into earnings
Following Alphabet’s earnings last week, investors will be closely scrutinizing Meta’s AI spending. Source：MarketWatch
8点1氪丨李斌现身长鑫科技答谢晚宴；瑞幸打赢“泰国瑞幸”，获赔近2000万；澳门政府发布美素佳儿奶粉铅超标事件最新检测结果
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氪星晚报｜美国大型企业告别裁员潮重启招聘；英伟达、微软、IBM等数十家企业成立新联盟，旨在共同保障AI安全；《光伏行业成本核算模型通则》发布，引导行业有序竞争
大公司： 汇丰控股将在新加坡设全球人工智能卓越中心，并招聘超100名AI专家…
8点1氪丨携程因滥用市场支配地位被罚没51.79亿元；长鑫科技今日上市；日本技术人员拆解宇树机器人：短期内赶不上中国
今日热点导览 A股内幕交易新规定今日起实施，收紧了“合法交易”抗辩空间 360原董秘称离职7年股权激励未兑现，涉及金额约2649万 马斯克点赞黄仁勋首条X推文，称全力支持黄仁勋 法院回应LV因楼盘外立面装饰侵权起诉开发商：不属实 韩国养老金7月首度净买入KOSPI成分股，为今年首次 TOP 3大新闻…
Bitcoin holds near $65,000 as $800 billion AI selloff leaves crypto largely untouched
The Magnificent Seven had their worst day since April 2025 after Alphabet and Tesla spooked investors on AI spending. Bitcoin fell less than 1%, and dogecoin…
8点1氪丨段永平称10年内大概率不会卖泡泡玛特；中国数学家王虹、邓煜获得菲尔兹奖；宜家回应甩卖8处物业：不代表退出中国市场
今日热点导览 混元多模态理解负责人胡瀚离职创业，原团队或将聚焦世界模型 极氪回应“海外锁车”事件 客服回应滔搏暴力打折甩卖耐克库存：没有收到降价通知 哈兰德和亚马尔2.2亿欧元身价破纪录 张雪峰女儿再接手三家公司股份 TOP 3 大新闻 段永平：10年内大概率不会卖泡泡玛特…
The rising cost of capital for companies today is starting to spook the stock market: ‘The worry is the spending might not pay off’
Alphabet says it plans to throw even more money at the AI buildout. The Iran war, oil back at $100 a barrel and rising bond yields make it all the more…
Alphabet’s massive profit growth is just an illusion, as SpaceX and Anthropic help mask a historic cash drain
Earnings quadrupled on paper, but an analyst calls that an “illusory” performance propped up by unrealized gains from equity investments. Source：MarketWatch