1. Nike's shares have dropped significantly since 2021 due to online sales shift and increased competition; 2. College endorsements could rejuvenate Nike's brand, similar to Michael Jordan's endorsement in the 1980s; 3. Nike's turnaround will take time, but strong long-term profitability and growth potential in China suggest a buy rating.

1. Estée Lauder is considered a high-quality business with a favorable long-term outlook despite recent challenges. 2. The stock has seen a significant drop in valuation, making it an attractive buy. 3. The company's expansion into high-margin markets, focus on digital channels, and cost-cutting measures are contributing to a positive outlook.

1. The S&P 500 rebounded from its worst week of the year, posting its best week. 2. Apple faced a legal setback in the EU over back taxes. 3. The Federal Reserve is expected to cut interest rates next week.

➀ DRAM market is expected to recover faster than previously predicted, with revenues projected to surge in 2024 and 2025. ➁ Major players like Samsung, SK Hynix, and Micron are competing fiercely, focusing on advanced technologies such as EUV lithography and HBM. ➂ The introduction of EUV technology is crucial for achieving smaller node sizes and higher efficiency in DRAM production.

➀ The semiconductor industry is showing signs of recovery with global sales increasing by 19.3% in May 2024. ➁ A majority of A-share semiconductor companies reported increased revenue and profit in the first half of 2024, with some seeing over 500% growth in net profit. ➂ Key drivers of growth include the recovery in consumer electronics, strong server demand, and the rise in prices for various semiconductor products.