• AI capital expenditure spending warning: Goldman Sachs and Moody’s warn about Google (2026 capex raised to over 200 billion), as free cash flow turns negative at Microsoft and others; AI infrastructure bond prices fall; the risk of excess computing capacity rises $NVDAB $NVDA.US $AAPL.US #比特币挖矿难度或下调1.2% #特斯拉本周跌近20% #XRP账本半年吸引26亿美元RWA流入 #Wise拟按GENIUS法案重申银行牌照 #SK Hynix expects Q2 to record a new profit high