Fundstrat's Tom Lee challenges Michael Burry's Enron comparison for AI, arguing $3 trillion in off-balance-sheet deals are real investments. The debate highlights risks and opportunities in AI infrastructure, with potential...
Chint Electrics reported H1 2026 revenue of RMB 38.06 billion (+28.46%) and net profit of RMB 3.13 billion (+22.23%), driven by residential solar. However, Q2 non-GAAP profit growth slowed to...
Accelink Technologies' H1 net profit surged 56% on AI-driven optical component demand, signaling robust growth in the AI infrastructure supply chain. Profit growth outpaced revenue, though operating cash flow turned...
Anthropic's $65B run rate signals AI agents are now monetizing, driving a capex boom in GPUs and storage. NAND revenue surges 77% QoQ, but high US yields pressure tech valuations,...
Bybit listed perpetual contracts for MAGS, HD, and ADI on August 19, offering up to 25x leverage and fee discounts. This move highlights the growing convergence between crypto derivatives and...
Tencent Holdings spent HK$300 million to repurchase 673,000 shares on August 19, signaling confidence in its valuation and long-term prospects. The buyback is part of a broader capital return strategy...
HKEX CEO announces market consultation before any trading hours adjustment, with a strong IPO pipeline focused on tech, robotics, and R&D. This move emphasizes transparency and could impact liquidity and...
AI chip startup Velaura AI raised $110M at a $1B+ valuation, targeting low-power chips for data centers and physical AI. With strategic investors like Samsung Catalyst Fund and talks with...
Oxford Nanopore reported a Q2 revenue miss and a wider-than-expected EPS loss, but reaffirmed its FY27/28 targets. The stock fell sharply, but long-term investors may see this as a buying...
RoyaLand Company reported a wider H1 loss of -$0.04 per share, signaling ongoing operational challenges. The modest loss may pressure the stock short-term, but investors should focus on cash burn,...
Straumann Holding beat Q3 earnings estimates but lowered its FY2026 outlook, citing weak dental market demand and China headwinds. The news could pressure dental sector stocks while supporting safe-haven bonds,...
Spirit Blockchain Capital reported a flat GAAP EPS of C$0.00, reflecting no net income or loss. The market impact is minimal, but the report highlights the challenges of profitability in...
Carlsberg reported Q4 Non-GAAP EPS of DKK 32.40, beating estimates by DKK 0.75, and revenue of DKK 47.05B, also above consensus. The company updated its FY2026 outlook, citing resilient demand...
CanAsia Energy's Q2 results show modest revenue and profit growth, with stable guidance. The report has limited market impact but highlights the company's cost discipline and strategic focus, offering insights...
Next Hydrogen Solutions reported Q2 revenue of $1.2M (up 40% YoY) but a wider net loss of $3.8M. The results highlight the growth-versus-profitability tension in the hydrogen sector, with potential...
Amer Sports' Q2 2026 earnings show strong growth across all brands, with Salomon and Wilson accelerating. The company is diversifying beyond Arc'teryx, expanding margins, and raising guidance. However, Q3 guidance...
Despite Strategy's Q2 Bitcoin sales, 12 of its 15 largest institutional holders increased MSTR positions, signaling strong confidence in the company's Bitcoin strategy. This analysis explores the implications for the...
Cathie Wood and Ben Thompson warn that memory chip stocks' high prices are unsustainable, as engineering and market forces will reduce reliance on HBM. This challenges the AI trade's core...
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,...
Daily briefs, flash news and in-depth research from the TREE NEWS desk — free, straight to your inbox.