苹果宣布硬件主管John Ternus将于9月1日接任CEO，库克转任执行董事长；Anthropic与亚马逊签署逾千亿美元云计算采购协议，以应对算力短缺；华尔街看好美股盈利前景，但高盛警示上涨股票集中度过高；国内方面，华为发布鸿蒙AI眼镜，天齐锂业一季度净利润预增超15倍，CLAUDE.md霸榜GitHub，22岁开发者开源OpenMythos架构。
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