Market attention this week stayed centered on AI computing power, cloud-computing orders and embodied intelligence (AI in physical robots). CoreWeave rose about 20.41% during the week after reporting Q2 revenue of $2.58 billion, nearly double a year earlier, and a backlog of $104 billion, although its heavy capital spending and debt load may keep the stock volatile. Nebius climbed about 34.20% after Q2 revenue reached $582.3 million, up 454% year on year, with adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) of $236.2 million, helped by higher AI cloud order and power targets. SanDisk gained about 16% in a single day after setting FY28-FY30 goals for mid-to-high double-digit revenue growth and gross margin of about 80%, prompting investors to reassess the growth potential of its NAND (flash memory storage) business as AI storage demand strengthens. SpaceX rose about 2.70% for the week and touched $148.44 intraday after the company again emphasized Starlink and AI computing, with next week's second share unlock keeping focus on Starlink scale, launch cadence and changes in free float. Unitree Robotics' STAR Market IPO (public share sale on Shanghai's tech board) also remained in focus after online subscriptions opened on Aug. 10 and allotment results were published on Aug. 14, with planned fundraising of about 4.202 billion yuan and valuation above 40 billion yuan.