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Newswire briefs, filings, valuation notes, options flow and technical charts — organized as a market front page instead of a raw archive.
The Deutsche Bank report pointed out that Meta advertising returns continue to improve, the reconstruction of AI infrastructure promotes faster product cycles, and subscriptions and potential cloud sales are forming a clear direct monetization layer for AI. Th…
Tickers appearing most often in the latest published notes.
The consumer graphics card market, which has just had a quiet half year amid the "AI price hike", is facing a new storm. According to hardware media BenchLife, NVIDIA has issued another price increase notice for GPU packages (GPU + video memory chips) to downs…
This week, Tesla's second-quarter performance fell short of expectations. The stock price fell by about 14.5% the day after the earnings report was released, and its market value evaporated by about US$214.5 billion. Musk’s other space exploration technology c…
Bond investors are seeking higher yields as the market reprices the higher risks of financing artificial intelligence (AI). The progress of Meta’s latest $12 billion data center financing shows that investors’ risk premium on artificial intelligence-related de…
The U.S. Department of Defense announced Thursday it signed a blockbuster 10-year contract with Oracle worth approximately $7 billion. For this veteran software company that has been ignored by investors this year, this order is a "timely rain". Boosted by the…
International oil prices rebounded rapidly! Recently, Brent crude oil has been rising from lows, once approaching the $100 mark, with a weekly increase of more than 12%. There has been a correction in crude oil prices today, but the overall performance is stil…
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China Financial News Agency reported on July 25 that SK Hynix announced a long-term artificial intelligence memory partnership with Nvidia.
Texas Regional Bank Southside Bancshares, Inc. Announced financial results for the second quarter ended June 30, 2026. Both net profit and earnings per share for the quarter achieved double-digit year-on-year growth, exceeding Wall Street expectations, but rev…
The Deutsche Bank report pointed out that Meta advertising returns continue to improve, the reconstruction of AI infrastructure promotes faster product cycles, and subscriptions and potential cloud sales are forming a clear direct monetization layer for AI. Th…
The HSBC report pointed out that China’s auto industry is showing a trend of weak demand and continued consolidation. The penetration rate of electric vehicles is increasing, but pricing pressure and high inventory continue to suppress industry profits. Resear…
The Barclays report pointed out that Alphabet is launching a TPU-as-a-service (TPU-aaS) model, building AI infrastructure outside Google Cloud through SPV and partners such as Blackstone and Broadcom, and selling TPU computing power directly to customers such…
Net Working Capital Net Working Capital, or NWC in English, is often referred to as Working Capital. It calculates the difference between a company's current assets and current liabilities and is an important indicator of a company's short-term solvency and op…
Latest close on July 24, 2026: $30.10 (-3.5% on the latest daily bar). HMA21 / HMA55: $27.02 / $24.49. 200DMA: $33.47. Relative volume: 1.03x the 20-day average. Latest comparable filing period: 2026 Q3 ending 2026-03-31; filed 2026-05-11. Comparable growth: r…
Intel's second-quarter non-GAAP revenue was US$16.128 billion and EPS was US$0.43, significantly exceeding expectations. Based on strong confidence in the long-term foundry and packaging prospects, management increased capital expenditures to approximately US$…
After AMD's Advancing AI event, JP Morgan raised its 2030 TAM forecast for AI accelerators and data center CPUs to approximately US$1.4 trillion and US$220 billion respectively, and confirmed that the MI450/Helios system will soon start shipping and ramping. A…
The core logic is that the demand base for the gas services and power grid technology businesses is solid, and Siemens Gamesa is expected to achieve a turning point in profitability. Higher peer valuation multiples and improved profit margin expectations provi…
Goldman Sachs pointed out that Wenmao Semiconductor's core business performance exceeded expectations due to product portfolio optimization. However, although new optical products have higher gross profit margins, their short-term contribution is limited, and…