BMO initiates Broadcom with Outperform and a $455 target, citing AI ASIC leadership. Broadcom's potential $100B debt financing for AI chips could reshape the market, but adds balance-sheet risk.
US stocks dipped as Nvidia earnings loom, while oil reversed higher after EIA data showed a smaller-than-expected inventory build. Meta rallied on a settlement, and investors eye the Fed's Jackson...
Meta settles multi-state teen addiction lawsuit for up to $18B, removing a $1.4T tail risk. Stock initially rose 4%. The deal imposes strict product changes and signals a new era...
Guming Holdings reported a 32% revenue surge in H1, driven by coffee and breakfast offerings that lifted store sales. Despite rising industry closures, the company's margin expansion and diversification strategy...
Avalanche Treasury Company reported a Q2 net loss of $44.7 million, driven largely by a $35.7 million loss on its AVAX holdings. The results highlight the volatility risks of crypto...
NVDA, AMD, and MU are all forming symmetrical triangle patterns with RSI near 50, signaling a potential breakout. Nvidia's Q2 earnings on Wednesday will likely be the catalyst, with implications...
Hengtong Optoelectronics reported H1 2026 net profit up 93.38% YoY, driven by core business strength. Renowned investor Zhang Jianping became the fifth-largest shareholder. The results highlight robust demand for fiber...
CXMT's full exercise of its greenshoe option on the STAR Market signals strong investor demand and confidence in China's semiconductor sector. However, the company faces long-term challenges from global competition...
Lianxun Instruments reported H1 2026 revenue of RMB 1.531 billion (+208.71% YoY) and net profit of RMB 567 million (+903% YoY), driven by AI and data center demand for optical...
Bitdeer mined 1,190 BTC in July (up 322% YoY) and signed a $4.7B AI data center lease in Norway, signaling a hybrid mining-AI strategy. The move diversifies revenue and could...
Nvidia's Q2 earnings are expected to be stellar, but Wall Street is increasingly focused on the company's off-balance-sheet AI commitments, potentially reaching $200B by 2028. These hidden liabilities could pose...
Jim Cramer calls NVIDIA's Q2 earnings a 'monumental day' as Wall Street eyes $92B in revenue. The report will not only move tech stocks but also crypto markets, given NVIDIA's...
Bybit lists INFQ, SPXL, and MSTU perpetual contracts, offering up to 25x leverage on US equities and leveraged ETFs. This move signals deeper integration between crypto derivatives and traditional markets,...
MINIMAX-W reported a 283% revenue surge to $117M in H1 2026, but net losses of $358M persist. The report highlights the growth-versus-profitability challenge in AI stocks, with narrowing losses signaling...
Tencent's HK$300M daily buyback signals strong confidence in its fundamentals, serving as a counter to shareholder divestment and a stabilizer for Asian tech sentiment. The move underscores a trend of...
A Schwab strategist warns that Nvidia and Micron drive a third of S&P 500 earnings growth, creating concentration risk. Meanwhile, Bitcoin's breakout above $80,000 is linked to bond market stress,...
Veteran strategist Jim Paulsen warns that U.S. stocks have exhausted their upside potential, citing record valuations and investor complacency. The warning has implications for crypto markets, which often correlate with...
Semtech projects $410M Q3 FY2027 revenue with 45% sequential data center growth, signaling robust AI/cloud demand. The company's cellular module divestiture advances, potentially improving margins. Investors should watch for confirmation...
Box projects FY2027 revenue of $1.29B, driven by strong Enterprise Advanced adoption and a 106% net revenue retention rate. The news signals strength in the enterprise software sector and may...
Intuit's FY2027 revenue target of $23.28B–$23.51B signals a strategic pivot toward customer growth, potentially pressuring near-term margins but offering long-term upside. Investors should watch execution metrics as the move could...
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