TREE NEWS reports: Moderna’s stock dropped 8% in premarket trading, reflecting investor concerns. The decline comes amid broader market volatility and company-specific news.
TREE NEWS update: SMIC reported H1 2026 revenue of 38.635 billion RMB, with net profit attributable to shareholders up 94.2% year-over-year. The strong performance reflects robust demand in the semiconductor sector.
TREE NEWS reports: Bilibili reported Q2 2026 earnings with net profit surging 55% year-over-year, reflecting strong operational performance. The company’s financial results highlight continued growth in its core businesses.
TREE NEWS update: Bitcoin ETFs have seen $2.8 billion in inflows over an eight-day streak as Bitcoin tests the $80,000 mark. August is on pace to be the strongest month for inflows since October 2025, according to an analyst.
TREE NEWS reports: NVIDIA reported stellar Q2 FY2027 results with revenue of $96.2B, up 106% YoY, and data center revenue of $89B, both beating expectations. The company highlighted the accelerating AI supercycle, with Vera Rubin entering full production and a record $4.8B in equity investments during the quarter. However, shares dipped as investors weighed risks from customer concentration, rising debt issuance, and margin guidance.
TREE NEWS update: Citi has raised its price target for Nvidia to $315, citing strong demand for AI chips. The move reflects optimism about Nvidia’s growth prospects in the AI sector.
TREE NEWS reports: Strategy’s Bitcoin holdings have seen unrealized profits surge to $4 billion, reflecting the recent rally in BTC prices. This marks a significant gain for the company’s crypto treasury strategy.
TREE NEWS reports: CXMT (长鑫科技) surged 5%, pushing its market cap above 4 trillion yuan, while a short-selling whale who held positions for a month suffered losses of $10.82 million. The stock’s strong performance highlights ongoing volatility in the semiconductor sector.
TREE NEWS reports: The United States is reportedly considering expanding tariffs to include laptops and servers, which could impact global tech supply chains and crypto mining hardware costs. This move is part of broader trade policy adjustments that may affect the crypto and RWA sectors indirectly through hardware prices.
TREE NEWS reports: The Hang Seng Index fell 0.34% at the close, while shares of Zhipu surged 12.62% during the day. The move highlights continued volatility in Hong Kong markets.
TREE NEWS reports: The Trump administration is considering imposing new tariffs on semiconductor imports, a move that could impact global tech supply chains and crypto mining hardware costs. The potential tariffs are part of broader trade policy efforts, though details remain unspecified.
TREE NEWS reports: California pension fund’s stake in SpaceX has surged to approximately $2 billion, raising concerns about concentration risk. The fund’s heavy exposure to the private space company highlights potential vulnerabilities in its portfolio.
TREE NEWS update: Okta shares surged 19.3% in premarket trading after the company reported better-than-expected Q2 results. The strong performance highlights the company’s robust growth in the identity management sector.
TREE NEWS reports: US tech and space-related stocks saw slight gains, while Gate exchange ranked first among centralized exchanges in both open interest and trading volume for NVIDIA perpetual contracts.
TREE NEWS update: CrowdStrike shares surged 9.6% in pre-market trading after the company raised its annual revenue outlook. The upbeat guidance suggests strong demand for its cybersecurity solutions.
TREE NEWS reports: HP Inc. shares fell over 8% in premarket trading after reporting a decline in PC unit shipments. The drop reflects weaker demand in the personal computer market, impacting investor sentiment.
TREE NEWS update: Fu Peng commented that the market’s reaction to Nvidia’s financials was tepid, suggesting investors should focus on the duration of the positive sentiment from Jensen Huang’s remarks. The muted response indicates that strong numbers may already be priced in, with future guidance and narrative being key drivers.
TREE NEWS reports: US spot Bitcoin ETF inflows slowed to $232.1 million, ending an eight-day streak that totaled $2.8 billion. Meanwhile, XRP funds saw their largest inflow since January 5. BTC price remained below $80,000.
TREE NEWS reports: Samsung Electro-Mechanics has increased its Q4 OEM quotes, signaling the start of an upcycle for the MLCC (multilayer ceramic capacitor) industry. The price adjustment reflects tightening supply and robust demand, which could benefit related stocks in the electronics supply chain.
TREE NEWS update: Nvidia reported Q2 revenue of $96.22B, beating expectations, with adjusted EPS of $2.22, and guided Q3 to $108B, all above estimates. However, the stock initially fell 4% on profit-taking, but surged 5% after CEO Jensen Huang’s comments on AI demand growing near 100% and a CFO outlook of ~70% revenue growth by FY2028. Meanwhile, gold and bitcoin ETFs saw record inflows of ~$7B over five days, signaling a ‘currency debasement trade’ as macro pressures mount.
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