Melius Research：将迈威尔科技(MRVL.O)目标价从325美元上调至350美元。

丰田：七月份母公司全球汽车生产同比下降2.1%，为828,629辆。

ALPHABET shares rose more than 150% over the prior year and hit a record high on May 13 after a 3.9% gain. Since the peak the stock has slipped 15%, erasing about $692bn of market value and becoming the second-largest drag on S&P 500 point returns over the period. Investors cite talent departures and a perceived weakening of ALPHABET’s AI lead; heavy spending on AI infrastructure and delays to the new Gemini model have further dented confidence.