Tech analyst Ben Thompson warns that the AI investment boom may end like the 19th-century railroad bubble, with a capital timing mismatch leading to a bust. However, the technology and...
Barclays highlights that Xiaomi's AI strategy is being systematically underestimated by the market, with an 82% upside to its $30 ADR target. The company's unique hardware ecosystem, spanning phones, EVs,...
Cerebras Systems, whose stock has struggled since its IPO, is betting on a new specialized chip to outperform Nvidia's GPUs as AI agents become more widespread. The success of this...
Meta is facing a landmark youth-safety trial that echoes Big Tobacco litigation. Even if the company loses, its strong cash position and resilient ad business suggest the stock can weather...
AI chip stocks, including Micron, are pulling back after a strong rally due to high expectations, rising Treasury yields, and concerns about Anthropic's financial progress. Investors should watch bond yields...
Bank of America sees 55% upside for Nvidia, citing strong AI demand and enhanced share buybacks. The bullish call could lift tech stocks and broader market sentiment, though investors should...
Bloomberg strategist Simon White warns that unusual gamma volatility could flip the market's volatility switch, ending the low-correlation calm in US stocks. A 3-4% dip might trigger a sharp rise...
Bama Tea's H1 net profit surged 65.3% to RMB 198 million on strong franchise and online sales, though gross margin dipped. The results highlight operational efficiency but raise questions about...
Metaplanet acquires 96% of Nasdaq-listed Super League for $210M in BTC and cash, launching a US bitcoin treasury firm. Shares jumped 80%, highlighting the trend of using public shells for...
OpenAI's 50% discount on GPT-5.6 Sol via OpenRouter and Vercel may be a strategic move to inflate perceived market share, according to SemiAnalysis. The promotion could mislead investors about OpenAI's...
CITIC Securities reported a 69% jump in H1 net profit, driven by a near-doubling of trading volumes and strong wealth management growth. The results highlight the brokerage's leverage to market...
Xiaomi's Q2 2026 results show resilience despite memory cost pressures, with record smartphone ASP and strong EV delivery growth. Management expects memory price increases to moderate, easing operational pressure, while...
Lemo Tech's H1 2026 revenue grew 2.31% but profits fell as expansion costs rose. Gross margin slipped to 32.1% from 33.2%, with venue costs and R&D spending outpacing revenue growth....
Bank of America's Q2 13F shows a 70% cut in MSTR holdings and a 29-fold surge in ETHA, signaling a strategic shift from crypto-linked equities to spot Ethereum ETFs. This...
The U.S. DOJ is investigating a16z for potential antitrust violations related to its partners serving on boards of competing AI companies. The probe, which began with a review of Fivetran's...
Fabrinet guides Q1 FY2027 revenue above expectations and unveils a $12.5B-$14B capacity plan, signaling robust AI-driven demand. The news is bullish for optical networking stocks but introduces execution risks.
New Era Energy announced a 757 MW behind-the-meter project with Phase 1 targeted for 4Q 2027, signaling strong demand for on-site renewable power. The move could boost utilities, tech, and...
Duos Technologies projects at least $160 million in revenue by 2027, driven by expanding Axe Compute to 55 MW of capacity. The move positions the company in the AI infrastructure...
Targa Resources has signed 20-year midstream agreements with Exxon and will build three new Permian gas plants, boosting its processing capacity by ~25%. The fee-based contracts provide long-term cash flow...
Canaccord downgraded York Space Systems to Hold due to supply chain delays that threaten production timelines and margins. Shares fell 4.2%, and the news highlights broader risks in the space...
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