2026 Q2 Earnings Season: Constellation Brands Tops Second-Quarter Estimates on Resilient Demand

Latest News

10-07

Corona Beer Maker Constellation Brands T

10-02

Nike Plans More Job Cuts to Boost Sputte

10-01

Micron's AI-Fueled Revenue Forecast Blow

User Discussion

Rrrii

09-02

Why I couldn't buy any stocks right now? Is there Any issue of my account? Anyone went through the same problem?

Dell Shares Gain 10% After Strong AI Server Demand Boosts Annual Forecast

Ancient One

08-20

Remember AMZN and MSFT went through the same cycle 6 months ago, and you were just telling yourself "I wish I bought when they were at their bottom ", here is your opportunity, BABA is going through same cycle

Alibaba Q1 Revenue Rises 9% to RMB 268.95 Billion, Profit Falls as Tech Spending Weighs

Ancient One

08-20

Don't buy now, when to buy ? Qwen is recognised as the go to open weight model. MSFT and AMZN is an example.

Alibaba Q1 Revenue Rises 9% to RMB 268.95 Billion, Profit Falls as Tech Spending Weighs

Mr. Tiger

08-19

When is Futu result releasing?

Baidu Q2 FY26 Net Income Drops 68% Year over Year to RMB 2.3 Billion; Revenue Falls 4% to RMB 31.3 Billion

Putongren66

08-18

How does the earnings impact Xiaomi shares

Xiaomi FY26 Q2 Profit Drops 20.3% to RMB 9.46 Billion; Revenue Falls 6.1% to RMB 108.92 Billion

Talia_z

08-18

Xiaomi Q2 Earnings: Did the Results Meet Your Expectations?

Just now, Xiaomi released its second-quarter financial results. Revenue for the quarter came in at RMB 108.922 billion, above the RMB 108.325 billion analyst consensus. Gross profit was RMB 21.609 billion, below the expected RMB 21.883 billion, while adjusted net profit came in at RMB 6.22 billion, slightly below the RMB 6.314 billion estimate. $XIAOMI-W(01810)$ Breaking down the results by business, smartphone revenue reached RMB 42.119 billion in the second quarter, slightly above the RMB 41.099 billion estimate, while gross profit was RMB 3.599 billion, ahead of the RMB 3.396 billion expectation. Electric vehicle revenue came in at RMB 24.896 billion, slightly below the RMB 24.904 billion estimate, while gross profit was RMB 4.

Xiaomi Q2 Earnings: Did the Results Meet Your Expectations?

Talia_z

08-17

Baidu Earnings Preview: Can AI Drive a Turnaround in Performance?

Baidu is set to release its second-quarter earnings report after the Hong Kong market closes on August 18. According to analyst estimates, Baidu’s revenue for the second quarter of 2026 is expected to reach RMB 31.587 billion, while adjusted EPS is estimated at RMB 1.218. $BIDU-SW(09888)$ $Baidu(BIDU)$ $BIDU-SWR(89888)$ Baidu’s share price has been volatile recently, with the stock trending downward since early August. With the earnings release approaching, the market will focus on Baidu’s profitability and whether its traditional search advertising and AI businesses can maintain growth amid intensifying competiti

Baidu Earnings Preview: Can AI Drive a Turnaround in Performance?

非一般股民

08-13

cisco

InvestToRetire

08-05

I am expecting SPACEX to fall below 100 as the CapEx needed is a lot and don't think there is a clear idea on how much more money is needed. SpaceX also raised bonds yo get more money immediately after a expensive IPO launch. So until capex number seems to go down quarter over quarter and seems steady until then I think the stock will be choppy and I think will go below 100.

SpaceX Stock Falls 6% in Extended Trading as Its Capex Balloon to $18.4 Billion from $2.83 Billion a Year Earlier

c0bra36

08-05

AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.

AMD Forecasts Upbeat Revenue on Strong AI Chip Demand, but Shares Fall 9% on Lofty Expectations

InvestToRetire

08-04

Grab is doing well. It has started pilot for autonomous driving in Punggol. Driverless cabs soon across Singapore?

Singapore's Grab Lifts 2026 Revenue Forecast on Solid Delivery, Ride-Hailing Demand, Shares Rise 3% After-Hours

Spondoolees

07-28

A Warren Buffet favourite. 7% up intra day tho, is it still worth buying?

Coca-Cola Q2 Adj. EPS $0.97 Beats $0.93 Estimate, Sales $13.400B Beat $13.162B Estimate

AT69

07-23

$S&P 500(.SPX)$ Sigh..they never learn their lesson

Alphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat

Alvin123

07-22

Share your opinion about this news…

Super Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double

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Is there Any issue of my account? Anyone went through the same problem?","listText":"Why I couldn't buy any stocks right now? Is there Any issue of my account? Anyone went through the same problem?","text":"Why I couldn't buy any stocks right now? Is there Any issue of my account? Anyone went through the same problem?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/603443114119800","repostId":"1156891830","repostType":2,"repost":{"id":"1156891830","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1788356094,"share":"https://ttm.financial/m/news/1156891830?lang=en_US&edition=fundamental","pubTime":"2026-09-02 21:34","market":"us","language":"en","title":"Dell Shares Gain 10% After Strong AI Server Demand Boosts Annual Forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=1156891830","media":"Reuters","summary":"Dell Technologies Inc. saw its shares climb 5% in after-hours trading on Tuesday after the computer maker posted quarterly results and an outlook that easily surpassed Wall Street's projections.For...","content":"<html><head></head><body><p style=\"text-align: left;\"><span>Dell Technologies&#39; shares climbed 10% on Wednesday, as strong demand for its AI-optimized servers powered an increase in its </span>annual revenue and profit<span> forecasts.</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a1c2a3bc88d18cd99071550e9778536a\" data-align=\"center\" tg-width=\"786\" tg-height=\"624\"/><span></span></p><p style=\"text-align: left;\"><span>AI infrastructure companies ‌have benefited from rising demand as tech firms and hyperscalers ramp up investments in data centers to support large language models and other AI applications. Peer Super Micro Computer had also reported </span>upbeat results<span> last month.</span></p><p style=\"text-align: left;\">&#34;The AI momentum spoke for itself,&#34; said analysts at ⁠J.P.Morgan, noting Dell&#39;s record $60 billion of orders and $95 billion backlog in the quarter.</p><p style=\"text-align: left;\">Dell&#39;s servers, equipped with Nvidia&#39;s chips, are sought by clients, including AI cloud providers Nscale and CoreWeave, to build computing clusters for training and running AI models.</p><p style=\"text-align: left;\">&#34;Storage strength is really playing a role and it seems sustainable as AI is driving fundamental growth in Dell&#39;s most profitable business,&#34; said analysts at Melius Research.</p><p style=\"text-align: left;\">The brokerage raised its price target ‌on ⁠the stock to $735, the highest among the analysts tracked by LSEG.</p><p style=\"text-align: left;\">Dell raised its annual revenue forecast to $192 billion from $167 billion, and adjusted earnings per share target to $25.50 from $17.90 earlier.</p><p style=\"text-align: left;\">Its second-quarter revenue jumped 58% to a record $47 billion, surpassing ⁠Wall Street estimate of $44.92 billion.</p><p style=\"text-align: left;\">Dell ⁠is set to add about $26 billion in market value at the current share price of $465, if gains hold.</p><p style=\"text-align: left;\">Its shares were trading at 18.12 ⁠times expected earnings over the next 12 months, according to LSEG data. That compares with 12.56 and 8.06 for HPE and Super Micro, respectively.</p><p style=\"text-align: left;\"></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dell Shares Gain 10% After Strong AI Server Demand Boosts Annual Forecast</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDell Shares Gain 10% After Strong AI Server Demand Boosts Annual Forecast\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-09-02 21:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><span>Dell Technologies&#39; shares climbed 10% on Wednesday, as strong demand for its AI-optimized servers powered an increase in its </span>annual revenue and profit<span> forecasts.</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a1c2a3bc88d18cd99071550e9778536a\" data-align=\"center\" tg-width=\"786\" tg-height=\"624\"/><span></span></p><p style=\"text-align: left;\"><span>AI infrastructure companies ‌have benefited from rising demand as tech firms and hyperscalers ramp up investments in data centers to support large language models and other AI applications. Peer Super Micro Computer had also reported </span>upbeat results<span> last month.</span></p><p style=\"text-align: left;\">&#34;The AI momentum spoke for itself,&#34; said analysts at ⁠J.P.Morgan, noting Dell&#39;s record $60 billion of orders and $95 billion backlog in the quarter.</p><p style=\"text-align: left;\">Dell&#39;s servers, equipped with Nvidia&#39;s chips, are sought by clients, including AI cloud providers Nscale and CoreWeave, to build computing clusters for training and running AI models.</p><p style=\"text-align: left;\">&#34;Storage strength is really playing a role and it seems sustainable as AI is driving fundamental growth in Dell&#39;s most profitable business,&#34; said analysts at Melius Research.</p><p style=\"text-align: left;\">The brokerage raised its price target ‌on ⁠the stock to $735, the highest among the analysts tracked by LSEG.</p><p style=\"text-align: left;\">Dell raised its annual revenue forecast to $192 billion from $167 billion, and adjusted earnings per share target to $25.50 from $17.90 earlier.</p><p style=\"text-align: left;\">Its second-quarter revenue jumped 58% to a record $47 billion, surpassing ⁠Wall Street estimate of $44.92 billion.</p><p style=\"text-align: left;\">Dell ⁠is set to add about $26 billion in market value at the current share price of $465, if gains hold.</p><p style=\"text-align: left;\">Its shares were trading at 18.12 ⁠times expected earnings over the next 12 months, according to LSEG data. That compares with 12.56 and 8.06 for HPE and Super Micro, respectively.</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","FXL":"First Trust Technology AlphaDEX Fund","BK4588":"碎股","WLDR":"Affinity World Leaders Equity ETF","BK4515":"5G概念","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","BK4535":"淡马锡持仓","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","DLLL":"2倍做多DELL ETF-GraniteShares","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4543":"AI","LU1046421795.USD":"富达环球科技A-ACC","BK4585":"ETF&股票定投概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","DELL":"戴尔","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","BK4170":"电脑硬件、储存设备及电脑周边","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156891830","content_text":"Dell Technologies' shares climbed 10% on Wednesday, as strong demand for its AI-optimized servers powered an increase in its annual revenue and profit forecasts.AI infrastructure companies ‌have benefited from rising demand as tech firms and hyperscalers ramp up investments in data centers to support large language models and other AI applications. Peer Super Micro Computer had also reported upbeat results last month.\"The AI momentum spoke for itself,\" said analysts at ⁠J.P.Morgan, noting Dell's record $60 billion of orders and $95 billion backlog in the quarter.Dell's servers, equipped with Nvidia's chips, are sought by clients, including AI cloud providers Nscale and CoreWeave, to build computing clusters for training and running AI models.\"Storage strength is really playing a role and it seems sustainable as AI is driving fundamental growth in Dell's most profitable business,\" said analysts at Melius Research.The brokerage raised its price target ‌on ⁠the stock to $735, the highest among the analysts tracked by LSEG.Dell raised its annual revenue forecast to $192 billion from $167 billion, and adjusted earnings per share target to $25.50 from $17.90 earlier.Its second-quarter revenue jumped 58% to a record $47 billion, surpassing ⁠Wall Street estimate of $44.92 billion.Dell ⁠is set to add about $26 billion in market value at the current share price of $465, if gains hold.Its shares were trading at 18.12 ⁠times expected earnings over the next 12 months, according to LSEG data. That compares with 12.56 and 8.06 for HPE and Super Micro, respectively.","news_type":1,"symbols_score_info":{"DELL":1,"FXL":1,"WLDR":1,"DLLL":1}},"isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598799879410696,"gmtCreate":1787233126418,"gmtModify":1787233129625,"author":{"id":"4230126467342542","authorId":"4230126467342542","name":"Ancient One","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4230126467342542","idStr":"4230126467342542"},"themes":[],"title":"","htmlText":"Remember AMZN and MSFT went through the same cycle 6 months ago, and you were just telling yourself \"I wish I bought when they were at their bottom \", here is your opportunity, BABA is going through same cycle&nbsp;","listText":"Remember AMZN and MSFT went through the same cycle 6 months ago, and you were just telling yourself \"I wish I bought when they were at their bottom \", here is your opportunity, BABA is going through same cycle&nbsp;","text":"Remember AMZN and MSFT went through the same cycle 6 months ago, and you were just telling yourself \"I wish I bought when they were at their bottom \", here is your opportunity, BABA is going through same cycle","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598799879410696","repostId":"1125139180","repostType":2,"repost":{"id":"1125139180","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1787218412,"share":"https://ttm.financial/m/news/1125139180?lang=en_US&edition=fundamental","pubTime":"2026-08-20 17:33","market":"us","language":"en","title":"Alibaba Q1 Revenue Rises 9% to RMB 268.95 Billion, Profit Falls as Tech Spending Weighs","url":"https://stock-news.laohu8.com/highlight/detail?id=1125139180","media":"Reuters","summary":"Alibaba Group Holding Ltd Q1 Revenue RMB 268,953 Million, Q1 adjusted EPS RMB 1.07.Alibaba Group: Alibaba Cloud's External Revenue Growth Accelerated to 45%, with AI-Related Product Revenue Delivering Triple-Digit Growth.","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> reported a 9% rise in revenue to 268.95 billion yuan ($40.02 billion) in the first quarter, compared with analysts&#39; average estimate of 268.88 billion yuan, according to data compiled by LSEG.</p><p style=\"text-align: left;\">Alibaba: Q1 Income from operations was RMB15,161 million (US$2,234 million), a decrease of 57% yearover-year, primarily due to the decrease in adjusted EBITA, impairment of goodwill and a provision recorded this year.</p><p style=\"text-align: left;\">Q1 Adjusted EBITA, a non-GAAP measurement, decreased 30% year-over-year to RMB27,329 million (US$4,028 million), primarily attributable to the investment in technology, partly offset by the improved operating results in our Cloud business, as well as enhanced operating efficiencies across various businesses.</p><p style=\"text-align: left;\">Q1 Net income attributable to ordinary shareholders was RMB10,537 million (US$1,553 million). Net income was RMB10,444 million (US$1,539 million), a decrease of 75% year-overyear, primarily attributable to the decrease in income from operations, decrease in net gains from disposal of investments, and the decrease in net gain from mark-to-market changes of our equity investments.</p><p style=\"text-align: left;\">Q1 Non-GAAP net income in the quarter ended June 30, 2026 was RMB20,715 million (US$3,053 million), a decrease of 38% compared to RMB33,510 million in the same .</p><p style=\"text-align: left;\">Q1 Adjusted EPS for Q1 fell 42% yr/yr as tech investments weighed on profit.</p><p style=\"text-align: left;\">Company repurchased $162 mln in shares during the quarter.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/61cb3d5d54fccdb84ec00e47759d7882\" data-align=\"center\" tg-width=\"1218\" tg-height=\"573\"/><span></span></p><p style=\"text-align: left;\"><strong>Result Drivers</strong></p><p style=\"text-align: left;\">CLOUD AND AI GROWTH - Co said cloud segment revenue rose 45% yr/yr, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter.</p><p style=\"text-align: left;\">TECHNOLOGY INVESTMENT - Increased spending on technology and AI infrastructure weighed on profit, per co.</p><p style=\"text-align: left;\">CHINA E-COMMERCE WEAKNESS - China e-commerce revenue fell 8% yr/yr, mainly due to weaker transaction activity and planned reduction in direct sales.</p><p style=\"text-align: left;\"><strong>Capital Expenditure</strong></p><p style=\"text-align: left;\">Alibaba reported capex of RMB67.678 billion (US$9.975 billion) for the quarter ended June 30, 2026, a 75% YoY increase from RMB38.676 billion.</p><p style=\"text-align: left;\">The company said the rise reflects continued investment in AI infrastructure to meet strong, growing customer demand, driven by procurement-cycle volatility, expected customer adoption of AI agents boosting CPU compute needs, and higher chip-component costs.</p><p style=\"text-align: left;\"><strong>Outlook</strong></p><p style=\"text-align: left;\">Company expects continued strong demand for AI infrastructure and related products.</p><p style=\"text-align: left;\">Alibaba plans sustained investment in AI capabilities and technology innovation.</p><p style=\"text-align: left;\">Company sees ongoing integration of AI into e-commerce and enterprise platforms.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Q1 Revenue Rises 9% to RMB 268.95 Billion, Profit Falls as Tech Spending Weighs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Q1 Revenue Rises 9% to RMB 268.95 Billion, Profit Falls as Tech Spending Weighs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-20 17:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> reported a 9% rise in revenue to 268.95 billion yuan ($40.02 billion) in the first quarter, compared with analysts&#39; average estimate of 268.88 billion yuan, according to data compiled by LSEG.</p><p style=\"text-align: left;\">Alibaba: Q1 Income from operations was RMB15,161 million (US$2,234 million), a decrease of 57% yearover-year, primarily due to the decrease in adjusted EBITA, impairment of goodwill and a provision recorded this year.</p><p style=\"text-align: left;\">Q1 Adjusted EBITA, a non-GAAP measurement, decreased 30% year-over-year to RMB27,329 million (US$4,028 million), primarily attributable to the investment in technology, partly offset by the improved operating results in our Cloud business, as well as enhanced operating efficiencies across various businesses.</p><p style=\"text-align: left;\">Q1 Net income attributable to ordinary shareholders was RMB10,537 million (US$1,553 million). Net income was RMB10,444 million (US$1,539 million), a decrease of 75% year-overyear, primarily attributable to the decrease in income from operations, decrease in net gains from disposal of investments, and the decrease in net gain from mark-to-market changes of our equity investments.</p><p style=\"text-align: left;\">Q1 Non-GAAP net income in the quarter ended June 30, 2026 was RMB20,715 million (US$3,053 million), a decrease of 38% compared to RMB33,510 million in the same .</p><p style=\"text-align: left;\">Q1 Adjusted EPS for Q1 fell 42% yr/yr as tech investments weighed on profit.</p><p style=\"text-align: left;\">Company repurchased $162 mln in shares during the quarter.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/61cb3d5d54fccdb84ec00e47759d7882\" data-align=\"center\" tg-width=\"1218\" tg-height=\"573\"/><span></span></p><p style=\"text-align: left;\"><strong>Result Drivers</strong></p><p style=\"text-align: left;\">CLOUD AND AI GROWTH - Co said cloud segment revenue rose 45% yr/yr, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter.</p><p style=\"text-align: left;\">TECHNOLOGY INVESTMENT - Increased spending on technology and AI infrastructure weighed on profit, per co.</p><p style=\"text-align: left;\">CHINA E-COMMERCE WEAKNESS - China e-commerce revenue fell 8% yr/yr, mainly due to weaker transaction activity and planned reduction in direct sales.</p><p style=\"text-align: left;\"><strong>Capital Expenditure</strong></p><p style=\"text-align: left;\">Alibaba reported capex of RMB67.678 billion (US$9.975 billion) for the quarter ended June 30, 2026, a 75% YoY increase from RMB38.676 billion.</p><p style=\"text-align: left;\">The company said the rise reflects continued investment in AI infrastructure to meet strong, growing customer demand, driven by procurement-cycle volatility, expected customer adoption of AI agents boosting CPU compute needs, and higher chip-component costs.</p><p style=\"text-align: left;\"><strong>Outlook</strong></p><p style=\"text-align: left;\">Company expects continued strong demand for AI infrastructure and related products.</p><p style=\"text-align: left;\">Alibaba plans sustained investment in AI capabilities and technology innovation.</p><p style=\"text-align: left;\">Company sees ongoing integration of AI into e-commerce and enterprise platforms.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBYY":"GraniteShares YieldBOOST BABA ETF","KBAB":"2倍做多BABA ETF-KraneShares","BABA":"阿里巴巴","BABU":"Direxion Daily BABA Bull 2X ETF","09988":"阿里巴巴-W","BABW":"Roundhill BABA WeeklyPay ETF","BABO":"BABA期权收益策略ETF-YieldMax","BABX":"2倍做多BABA ETF-GraniteShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125139180","content_text":"Alibaba reported a 9% rise in revenue to 268.95 billion yuan ($40.02 billion) in the first quarter, compared with analysts' average estimate of 268.88 billion yuan, according to data compiled by LSEG.Alibaba: Q1 Income from operations was RMB15,161 million (US$2,234 million), a decrease of 57% yearover-year, primarily due to the decrease in adjusted EBITA, impairment of goodwill and a provision recorded this year.Q1 Adjusted EBITA, a non-GAAP measurement, decreased 30% year-over-year to RMB27,329 million (US$4,028 million), primarily attributable to the investment in technology, partly offset by the improved operating results in our Cloud business, as well as enhanced operating efficiencies across various businesses.Q1 Net income attributable to ordinary shareholders was RMB10,537 million (US$1,553 million). Net income was RMB10,444 million (US$1,539 million), a decrease of 75% year-overyear, primarily attributable to the decrease in income from operations, decrease in net gains from disposal of investments, and the decrease in net gain from mark-to-market changes of our equity investments.Q1 Non-GAAP net income in the quarter ended June 30, 2026 was RMB20,715 million (US$3,053 million), a decrease of 38% compared to RMB33,510 million in the same .Q1 Adjusted EPS for Q1 fell 42% yr/yr as tech investments weighed on profit.Company repurchased $162 mln in shares during the quarter.Result DriversCLOUD AND AI GROWTH - Co said cloud segment revenue rose 45% yr/yr, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter.TECHNOLOGY INVESTMENT - Increased spending on technology and AI infrastructure weighed on profit, per co.CHINA E-COMMERCE WEAKNESS - China e-commerce revenue fell 8% yr/yr, mainly due to weaker transaction activity and planned reduction in direct sales.Capital ExpenditureAlibaba reported capex of RMB67.678 billion (US$9.975 billion) for the quarter ended June 30, 2026, a 75% YoY increase from RMB38.676 billion.The company said the rise reflects continued investment in AI infrastructure to meet strong, growing customer demand, driven by procurement-cycle volatility, expected customer adoption of AI agents boosting CPU compute needs, and higher chip-component costs.OutlookCompany expects continued strong demand for AI infrastructure and related products.Alibaba plans sustained investment in AI capabilities and technology innovation.Company sees ongoing integration of AI into e-commerce and enterprise platforms.","news_type":1,"symbols_score_info":{"BABX":0.6,"BBYY":0.6,"BABA":2,"KBAB":0.6,"09988":2,"BABW":0.6,"BABU":0.6,"BABO":0.6}},"isVote":1,"tweetType":1,"viewCount":1458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598776587227336,"gmtCreate":1787227431644,"gmtModify":1787227434738,"author":{"id":"4230126467342542","authorId":"4230126467342542","name":"Ancient One","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4230126467342542","idStr":"4230126467342542"},"themes":[],"title":"","htmlText":"Don't buy now, when to buy ? Qwen is recognised as the go to open weight model. MSFT and AMZN is an example.&nbsp;","listText":"Don't buy now, when to buy ? Qwen is recognised as the go to open weight model. MSFT and AMZN is an example.&nbsp;","text":"Don't buy now, when to buy ? Qwen is recognised as the go to open weight model. MSFT and AMZN is an example.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/598776587227336","repostId":"1125139180","repostType":2,"repost":{"id":"1125139180","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1787218412,"share":"https://ttm.financial/m/news/1125139180?lang=en_US&edition=fundamental","pubTime":"2026-08-20 17:33","market":"us","language":"en","title":"Alibaba Q1 Revenue Rises 9% to RMB 268.95 Billion, Profit Falls as Tech Spending Weighs","url":"https://stock-news.laohu8.com/highlight/detail?id=1125139180","media":"Reuters","summary":"Alibaba Group Holding Ltd Q1 Revenue RMB 268,953 Million, Q1 adjusted EPS RMB 1.07.Alibaba Group: Alibaba Cloud's External Revenue Growth Accelerated to 45%, with AI-Related Product Revenue Delivering Triple-Digit Growth.","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> reported a 9% rise in revenue to 268.95 billion yuan ($40.02 billion) in the first quarter, compared with analysts&#39; average estimate of 268.88 billion yuan, according to data compiled by LSEG.</p><p style=\"text-align: left;\">Alibaba: Q1 Income from operations was RMB15,161 million (US$2,234 million), a decrease of 57% yearover-year, primarily due to the decrease in adjusted EBITA, impairment of goodwill and a provision recorded this year.</p><p style=\"text-align: left;\">Q1 Adjusted EBITA, a non-GAAP measurement, decreased 30% year-over-year to RMB27,329 million (US$4,028 million), primarily attributable to the investment in technology, partly offset by the improved operating results in our Cloud business, as well as enhanced operating efficiencies across various businesses.</p><p style=\"text-align: left;\">Q1 Net income attributable to ordinary shareholders was RMB10,537 million (US$1,553 million). Net income was RMB10,444 million (US$1,539 million), a decrease of 75% year-overyear, primarily attributable to the decrease in income from operations, decrease in net gains from disposal of investments, and the decrease in net gain from mark-to-market changes of our equity investments.</p><p style=\"text-align: left;\">Q1 Non-GAAP net income in the quarter ended June 30, 2026 was RMB20,715 million (US$3,053 million), a decrease of 38% compared to RMB33,510 million in the same .</p><p style=\"text-align: left;\">Q1 Adjusted EPS for Q1 fell 42% yr/yr as tech investments weighed on profit.</p><p style=\"text-align: left;\">Company repurchased $162 mln in shares during the quarter.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/61cb3d5d54fccdb84ec00e47759d7882\" data-align=\"center\" tg-width=\"1218\" tg-height=\"573\"/><span></span></p><p style=\"text-align: left;\"><strong>Result Drivers</strong></p><p style=\"text-align: left;\">CLOUD AND AI GROWTH - Co said cloud segment revenue rose 45% yr/yr, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter.</p><p style=\"text-align: left;\">TECHNOLOGY INVESTMENT - Increased spending on technology and AI infrastructure weighed on profit, per co.</p><p style=\"text-align: left;\">CHINA E-COMMERCE WEAKNESS - China e-commerce revenue fell 8% yr/yr, mainly due to weaker transaction activity and planned reduction in direct sales.</p><p style=\"text-align: left;\"><strong>Capital Expenditure</strong></p><p style=\"text-align: left;\">Alibaba reported capex of RMB67.678 billion (US$9.975 billion) for the quarter ended June 30, 2026, a 75% YoY increase from RMB38.676 billion.</p><p style=\"text-align: left;\">The company said the rise reflects continued investment in AI infrastructure to meet strong, growing customer demand, driven by procurement-cycle volatility, expected customer adoption of AI agents boosting CPU compute needs, and higher chip-component costs.</p><p style=\"text-align: left;\"><strong>Outlook</strong></p><p style=\"text-align: left;\">Company expects continued strong demand for AI infrastructure and related products.</p><p style=\"text-align: left;\">Alibaba plans sustained investment in AI capabilities and technology innovation.</p><p style=\"text-align: left;\">Company sees ongoing integration of AI into e-commerce and enterprise platforms.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Q1 Revenue Rises 9% to RMB 268.95 Billion, Profit Falls as Tech Spending Weighs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Q1 Revenue Rises 9% to RMB 268.95 Billion, Profit Falls as Tech Spending Weighs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-20 17:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> reported a 9% rise in revenue to 268.95 billion yuan ($40.02 billion) in the first quarter, compared with analysts&#39; average estimate of 268.88 billion yuan, according to data compiled by LSEG.</p><p style=\"text-align: left;\">Alibaba: Q1 Income from operations was RMB15,161 million (US$2,234 million), a decrease of 57% yearover-year, primarily due to the decrease in adjusted EBITA, impairment of goodwill and a provision recorded this year.</p><p style=\"text-align: left;\">Q1 Adjusted EBITA, a non-GAAP measurement, decreased 30% year-over-year to RMB27,329 million (US$4,028 million), primarily attributable to the investment in technology, partly offset by the improved operating results in our Cloud business, as well as enhanced operating efficiencies across various businesses.</p><p style=\"text-align: left;\">Q1 Net income attributable to ordinary shareholders was RMB10,537 million (US$1,553 million). Net income was RMB10,444 million (US$1,539 million), a decrease of 75% year-overyear, primarily attributable to the decrease in income from operations, decrease in net gains from disposal of investments, and the decrease in net gain from mark-to-market changes of our equity investments.</p><p style=\"text-align: left;\">Q1 Non-GAAP net income in the quarter ended June 30, 2026 was RMB20,715 million (US$3,053 million), a decrease of 38% compared to RMB33,510 million in the same .</p><p style=\"text-align: left;\">Q1 Adjusted EPS for Q1 fell 42% yr/yr as tech investments weighed on profit.</p><p style=\"text-align: left;\">Company repurchased $162 mln in shares during the quarter.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/61cb3d5d54fccdb84ec00e47759d7882\" data-align=\"center\" tg-width=\"1218\" tg-height=\"573\"/><span></span></p><p style=\"text-align: left;\"><strong>Result Drivers</strong></p><p style=\"text-align: left;\">CLOUD AND AI GROWTH - Co said cloud segment revenue rose 45% yr/yr, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter.</p><p style=\"text-align: left;\">TECHNOLOGY INVESTMENT - Increased spending on technology and AI infrastructure weighed on profit, per co.</p><p style=\"text-align: left;\">CHINA E-COMMERCE WEAKNESS - China e-commerce revenue fell 8% yr/yr, mainly due to weaker transaction activity and planned reduction in direct sales.</p><p style=\"text-align: left;\"><strong>Capital Expenditure</strong></p><p style=\"text-align: left;\">Alibaba reported capex of RMB67.678 billion (US$9.975 billion) for the quarter ended June 30, 2026, a 75% YoY increase from RMB38.676 billion.</p><p style=\"text-align: left;\">The company said the rise reflects continued investment in AI infrastructure to meet strong, growing customer demand, driven by procurement-cycle volatility, expected customer adoption of AI agents boosting CPU compute needs, and higher chip-component costs.</p><p style=\"text-align: left;\"><strong>Outlook</strong></p><p style=\"text-align: left;\">Company expects continued strong demand for AI infrastructure and related products.</p><p style=\"text-align: left;\">Alibaba plans sustained investment in AI capabilities and technology innovation.</p><p style=\"text-align: left;\">Company sees ongoing integration of AI into e-commerce and enterprise platforms.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBYY":"GraniteShares YieldBOOST BABA ETF","KBAB":"2倍做多BABA ETF-KraneShares","BABA":"阿里巴巴","BABU":"Direxion Daily BABA Bull 2X ETF","09988":"阿里巴巴-W","BABW":"Roundhill BABA WeeklyPay ETF","BABO":"BABA期权收益策略ETF-YieldMax","BABX":"2倍做多BABA ETF-GraniteShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125139180","content_text":"Alibaba reported a 9% rise in revenue to 268.95 billion yuan ($40.02 billion) in the first quarter, compared with analysts' average estimate of 268.88 billion yuan, according to data compiled by LSEG.Alibaba: Q1 Income from operations was RMB15,161 million (US$2,234 million), a decrease of 57% yearover-year, primarily due to the decrease in adjusted EBITA, impairment of goodwill and a provision recorded this year.Q1 Adjusted EBITA, a non-GAAP measurement, decreased 30% year-over-year to RMB27,329 million (US$4,028 million), primarily attributable to the investment in technology, partly offset by the improved operating results in our Cloud business, as well as enhanced operating efficiencies across various businesses.Q1 Net income attributable to ordinary shareholders was RMB10,537 million (US$1,553 million). Net income was RMB10,444 million (US$1,539 million), a decrease of 75% year-overyear, primarily attributable to the decrease in income from operations, decrease in net gains from disposal of investments, and the decrease in net gain from mark-to-market changes of our equity investments.Q1 Non-GAAP net income in the quarter ended June 30, 2026 was RMB20,715 million (US$3,053 million), a decrease of 38% compared to RMB33,510 million in the same .Q1 Adjusted EPS for Q1 fell 42% yr/yr as tech investments weighed on profit.Company repurchased $162 mln in shares during the quarter.Result DriversCLOUD AND AI GROWTH - Co said cloud segment revenue rose 45% yr/yr, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter.TECHNOLOGY INVESTMENT - Increased spending on technology and AI infrastructure weighed on profit, per co.CHINA E-COMMERCE WEAKNESS - China e-commerce revenue fell 8% yr/yr, mainly due to weaker transaction activity and planned reduction in direct sales.Capital ExpenditureAlibaba reported capex of RMB67.678 billion (US$9.975 billion) for the quarter ended June 30, 2026, a 75% YoY increase from RMB38.676 billion.The company said the rise reflects continued investment in AI infrastructure to meet strong, growing customer demand, driven by procurement-cycle volatility, expected customer adoption of AI agents boosting CPU compute needs, and higher chip-component costs.OutlookCompany expects continued strong demand for AI infrastructure and related products.Alibaba plans sustained investment in AI capabilities and technology innovation.Company sees ongoing integration of AI into e-commerce and enterprise platforms.","news_type":1,"symbols_score_info":{"BABX":0.6,"BBYY":0.6,"BABA":2,"KBAB":0.6,"09988":2,"BABW":0.6,"BABU":0.6,"BABO":0.6}},"isVote":1,"tweetType":1,"viewCount":1711,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4230126467342542","authorId":"4230126467342542","name":"Ancient One","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4230126467342542","idStr":"4230126467342542"},"content":"There are other pure play Chinese AI but how many of them have the infrastructure? Alibaba cloud business is doing well. They are developing Qwen and giving away Qwen but at certain stage, customers will say they don't want to constantly upgrade hardware and the cloud model will come into play.","text":"There are other pure play Chinese AI but how many of them have the infrastructure? Alibaba cloud business is doing well. They are developing Qwen and giving away Qwen but at certain stage, customers will say they don't want to constantly upgrade hardware and the cloud model will come into play.","html":"There are other pure play Chinese AI but how many of them have the infrastructure? Alibaba cloud business is doing well. They are developing Qwen and giving away Qwen but at certain stage, customers will say they don't want to constantly upgrade hardware and the cloud model will come into play."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598345845674176,"gmtCreate":1787107297945,"gmtModify":1787107335274,"author":{"id":"4219469807430532","authorId":"4219469807430532","name":"Mr. Tiger","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219469807430532","idStr":"4219469807430532"},"themes":[],"title":"","htmlText":"When is Futu result releasing?","listText":"When is Futu result releasing?","text":"When is Futu result releasing?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598345845674176","repostId":"2660463119","repostType":2,"repost":{"id":"2660463119","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1787043710,"share":"https://ttm.financial/m/news/2660463119?lang=en_US&edition=fundamental","pubTime":"2026-08-18 17:01","market":"hk","language":"en","title":"Baidu Q2 FY26 Net Income Drops 68% Year over Year to RMB 2.3 Billion; Revenue Falls 4% to RMB 31.3 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2660463119","media":"Reuters","summary":"Baidu Q2 FY26 net income drops 68% year over year to RMB 2.3 billion; revenue falls 4% to RMB 31.3 billionBaidu Q2 revenue fell 4% year over year to RMB 31.3 billion; net income attributable to shareh","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/BIDU\">Baidu</a> Q2 revenue fell 4% year over year to RMB 31.3 billion; net income attributable to shareholders dropped to RMB 2.3 billion.</p><p style=\"text-align: left;\">Diluted earnings per ADS declined to RMB 5.74; operating income eased to RMB 3 billion, leaving a 10% operating margin.</p><p style=\"text-align: left;\">AI Cloud Infra revenue climbed 50% to RMB 7.3 billion, while GPU Cloud revenue rose year over year by 283%.</p><p style=\"text-align: left;\">Baidu Core AI-powered Business revenue increased 25% to RMB 12.5 billion, accounting for 50% of Baidu General Business revenue.</p><p style=\"text-align: left;\">Apollo Go expanded globally with open-road testing in London, fully driverless commercial operations in Dubai, and fully driverless testing permits in Hong Kong.</p><p style=\"text-align: left;\">Baidu plunges in pre‑market trading, down over 4% as of press time.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f45bba2654228e09fa40734d7080d6c0\" data-align=\"center\" tg-width=\"1269\" tg-height=\"639\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Baidu Q2 FY26 Net Income Drops 68% Year over Year to RMB 2.3 Billion; Revenue Falls 4% to RMB 31.3 Billion</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBaidu Q2 FY26 Net Income Drops 68% Year over Year to RMB 2.3 Billion; Revenue Falls 4% to RMB 31.3 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-18 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/BIDU\">Baidu</a> Q2 revenue fell 4% year over year to RMB 31.3 billion; net income attributable to shareholders dropped to RMB 2.3 billion.</p><p style=\"text-align: left;\">Diluted earnings per ADS declined to RMB 5.74; operating income eased to RMB 3 billion, leaving a 10% operating margin.</p><p style=\"text-align: left;\">AI Cloud Infra revenue climbed 50% to RMB 7.3 billion, while GPU Cloud revenue rose year over year by 283%.</p><p style=\"text-align: left;\">Baidu Core AI-powered Business revenue increased 25% to RMB 12.5 billion, accounting for 50% of Baidu General Business revenue.</p><p style=\"text-align: left;\">Apollo Go expanded globally with open-road testing in London, fully driverless commercial operations in Dubai, and fully driverless testing permits in Hong Kong.</p><p style=\"text-align: left;\">Baidu plunges in pre‑market trading, down over 4% as of press time.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f45bba2654228e09fa40734d7080d6c0\" data-align=\"center\" tg-width=\"1269\" tg-height=\"639\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09888":"百度集团-W","KBDU":"2倍做多BIDU ETF-KraneShares","BIDG":"2倍做多BIDU ETF-Leverage Shares","DRGN":"Themes China Generative Artificial Intelligence ETF","BIDU":"百度"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260818:nNDL44N7ML:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2660463119","content_text":"Baidu Q2 revenue fell 4% year over year to RMB 31.3 billion; net income attributable to shareholders dropped to RMB 2.3 billion.Diluted earnings per ADS declined to RMB 5.74; operating income eased to RMB 3 billion, leaving a 10% operating margin.AI Cloud Infra revenue climbed 50% to RMB 7.3 billion, while GPU Cloud revenue rose year over year by 283%.Baidu Core AI-powered Business revenue increased 25% to RMB 12.5 billion, accounting for 50% of Baidu General Business revenue.Apollo Go expanded globally with open-road testing in London, fully driverless commercial operations in Dubai, and fully driverless testing permits in Hong Kong.Baidu plunges in pre‑market trading, down over 4% as of press time.","news_type":1,"symbols_score_info":{"09888":1.96,"BIDG":0.6,"DRGN":0.6,"BIDU":1.96,"KBDU":0.6}},"isVote":1,"tweetType":1,"viewCount":1674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598120346198816,"gmtCreate":1787052240735,"gmtModify":1787052928408,"author":{"id":"4241421303988462","authorId":"4241421303988462","name":"Putongren66","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4241421303988462","idStr":"4241421303988462"},"themes":[],"title":"","htmlText":"How does the earnings impact Xiaomi shares&nbsp;","listText":"How does the earnings impact Xiaomi shares&nbsp;","text":"How does the earnings impact Xiaomi shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598120346198816","repostId":"2660656465","repostType":4,"repost":{"id":"2660656465","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1787045167,"share":"https://ttm.financial/m/news/2660656465?lang=en_US&edition=fundamental","pubTime":"2026-08-18 17:26","market":"us","language":"en","title":"Xiaomi FY26 Q2 Profit Drops 20.3% to RMB 9.46 Billion; Revenue Falls 6.1% to RMB 108.92 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2660656465","media":"Reuters","summary":"Xiaomi FY26 Q2 profit drops 20.3% to RMB 9.46 billion; revenue falls 6.1% to RMB 108.92 billionXiaomi posted Q2 revenue of RMB 108.92 billion, down 6.1% year over year.Profit for the period fell 20.3%","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/01810\">XIAOMI-W</a> posted Q2 revenue of RMB 108.92 billion, down 6.1% year over year.</p><p style=\"text-align: left;\">Profit for the period fell 20.3% to RMB 9.46 billion; basic EPS slipped to RMB 0.37 from RMB 0.46.</p><p style=\"text-align: left;\">IFRS operating profit declined 19.1% to RMB 10.87 billion, despite a RMB 6.46 billion fair-value gain on financial instruments.</p><p style=\"text-align: left;\">Non-IFRS adjusted net profit dropped 42.6% to RMB 6.22 billion.</p><p style=\"text-align: left;\">Smartphone shipments fell 26.5% to 31.2 million; EV deliveries climbed 28.2% to 104,199 vehicles.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/391bc8101168c52f48378c85d63e9ec0\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Xiaomi FY26 Q2 Profit Drops 20.3% to RMB 9.46 Billion; Revenue Falls 6.1% to RMB 108.92 Billion</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXiaomi FY26 Q2 Profit Drops 20.3% to RMB 9.46 Billion; Revenue Falls 6.1% to RMB 108.92 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-18 17:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/01810\">XIAOMI-W</a> posted Q2 revenue of RMB 108.92 billion, down 6.1% year over year.</p><p style=\"text-align: left;\">Profit for the period fell 20.3% to RMB 9.46 billion; basic EPS slipped to RMB 0.37 from RMB 0.46.</p><p style=\"text-align: left;\">IFRS operating profit declined 19.1% to RMB 10.87 billion, despite a RMB 6.46 billion fair-value gain on financial instruments.</p><p style=\"text-align: left;\">Non-IFRS adjusted net profit dropped 42.6% to RMB 6.22 billion.</p><p style=\"text-align: left;\">Smartphone shipments fell 26.5% to 31.2 million; EV deliveries climbed 28.2% to 104,199 vehicles.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/391bc8101168c52f48378c85d63e9ec0\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","HK0000165453.HKD":"华夏精选大中华科技基金 A类港币","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","BK1607":"新IT概念","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","BK1523":"武汉本地概念股","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","SG9999003461.SGD":"United Asia Pacific 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ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260818:nNDL4H01Gb:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2660656465","content_text":"XIAOMI-W posted Q2 revenue of RMB 108.92 billion, down 6.1% year over year.Profit for the period fell 20.3% to RMB 9.46 billion; basic EPS slipped to RMB 0.37 from RMB 0.46.IFRS operating profit declined 19.1% to RMB 10.87 billion, despite a RMB 6.46 billion fair-value gain on financial instruments.Non-IFRS adjusted net profit dropped 42.6% to RMB 6.22 billion.Smartphone shipments fell 26.5% to 31.2 million; EV deliveries climbed 28.2% to 104,199 vehicles.","news_type":1,"symbols_score_info":{"01810":1.98,"XIACY":1.98,"DRGN":0.6}},"isVote":1,"tweetType":1,"viewCount":1467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598099416039472,"gmtCreate":1787051062561,"gmtModify":1787052947925,"author":{"id":"4249599930403112","authorId":"4249599930403112","name":"Talia_z","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4249599930403112","idStr":"4249599930403112"},"themes":[],"title":"Xiaomi Q2 Earnings: Did the Results Meet Your Expectations?","htmlText":"Just now, Xiaomi released its second-quarter financial results. Revenue for the quarter came in at RMB 108.922 billion, above the RMB 108.325 billion analyst consensus. Gross profit was RMB 21.609 billion, below the expected RMB 21.883 billion, while adjusted net profit came in at RMB 6.22 billion, slightly below the RMB 6.314 billion estimate. <a target=\"_blank\" href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a> Breaking down the results by business, smartphone revenue reached RMB 42.119 billion in the second quarter, slightly above the RMB 41.099 billion estimate, while gross profit was RMB 3.599 billion, ahead of the RMB 3.396 billion expectation. Electric vehicle revenue came in at RMB 24.896 billion, slightly below the RMB 24.904 billion estimate, while gross profit was RMB 4.","listText":"Just now, Xiaomi released its second-quarter financial results. Revenue for the quarter came in at RMB 108.922 billion, above the RMB 108.325 billion analyst consensus. Gross profit was RMB 21.609 billion, below the expected RMB 21.883 billion, while adjusted net profit came in at RMB 6.22 billion, slightly below the RMB 6.314 billion estimate. <a target=\"_blank\" href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a> Breaking down the results by business, smartphone revenue reached RMB 42.119 billion in the second quarter, slightly above the RMB 41.099 billion estimate, while gross profit was RMB 3.599 billion, ahead of the RMB 3.396 billion expectation. Electric vehicle revenue came in at RMB 24.896 billion, slightly below the RMB 24.904 billion estimate, while gross profit was RMB 4.","text":"Just now, Xiaomi released its second-quarter financial results. Revenue for the quarter came in at RMB 108.922 billion, above the RMB 108.325 billion analyst consensus. Gross profit was RMB 21.609 billion, below the expected RMB 21.883 billion, while adjusted net profit came in at RMB 6.22 billion, slightly below the RMB 6.314 billion estimate. $XIAOMI-W(01810)$ Breaking down the results by business, smartphone revenue reached RMB 42.119 billion in the second quarter, slightly above the RMB 41.099 billion estimate, while gross profit was RMB 3.599 billion, ahead of the RMB 3.396 billion expectation. Electric vehicle revenue came in at RMB 24.896 billion, slightly below the RMB 24.904 billion estimate, while gross profit was RMB 4.","images":[{"img":"https://community-static.tradeup.com/news/93505d54c8005a05082cfc170d7dabdd","width":"1491","height":"406"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/598099416039472","isVote":1,"tweetType":1,"viewCount":2792,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274709299900","authorId":"3479274709299900","name":"YumZoay","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274709299900","idStr":"3479274709299900"},"content":"Revenue beat is nice, but that EV gross profit miss is the part I care about more. Smartphone share gains help, yet margins still look squeezed","text":"Revenue beat is nice, but that EV gross profit miss is the part I care about more. Smartphone share gains help, yet margins still look squeezed","html":"Revenue beat is nice, but that EV gross profit miss is the part I care about more. Smartphone share gains help, yet margins still look squeezed"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":597718483841048,"gmtCreate":1786935847459,"gmtModify":1786936466159,"author":{"id":"4249599930403112","authorId":"4249599930403112","name":"Talia_z","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4249599930403112","idStr":"4249599930403112"},"themes":[],"title":"Baidu Earnings Preview: Can AI Drive a Turnaround in Performance?","htmlText":"Baidu is set to release its second-quarter earnings report after the Hong Kong market closes on August 18. According to analyst estimates, Baidu’s revenue for the second quarter of 2026 is expected to reach RMB 31.587 billion, while adjusted EPS is estimated at RMB 1.218. <a target=\"_blank\" href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/BIDU\">$Baidu(BIDU)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/89888\">$BIDU-SWR(89888)$</a> Baidu’s share price has been volatile recently, with the stock trending downward since early August. With the earnings release approaching, the market will focus on Baidu’s profitability and whether its traditional search advertising and AI businesses can maintain growth amid intensifying competiti","listText":"Baidu is set to release its second-quarter earnings report after the Hong Kong market closes on August 18. According to analyst estimates, Baidu’s revenue for the second quarter of 2026 is expected to reach RMB 31.587 billion, while adjusted EPS is estimated at RMB 1.218. <a target=\"_blank\" href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/BIDU\">$Baidu(BIDU)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/89888\">$BIDU-SWR(89888)$</a> Baidu’s share price has been volatile recently, with the stock trending downward since early August. With the earnings release approaching, the market will focus on Baidu’s profitability and whether its traditional search advertising and AI businesses can maintain growth amid intensifying competiti","text":"Baidu is set to release its second-quarter earnings report after the Hong Kong market closes on August 18. According to analyst estimates, Baidu’s revenue for the second quarter of 2026 is expected to reach RMB 31.587 billion, while adjusted EPS is estimated at RMB 1.218. $BIDU-SW(09888)$ $Baidu(BIDU)$ $BIDU-SWR(89888)$ Baidu’s share price has been volatile recently, with the stock trending downward since early August. With the earnings release approaching, the market will focus on Baidu’s profitability and whether its traditional search advertising and AI businesses can maintain growth amid intensifying competiti","images":[{"img":"https://community-static.tradeup.com/news/a1186d2bcb48c777403a0e5b20e8723f","width":"1280","height":"341"},{"img":"https://community-static.tradeup.com/news/5f38ab1e6835e09b61b036c2374afee2","width":"1280","height":"597"},{"img":"https://community-static.tradeup.com/news/7c304aa1060ae5a5025c4a30631c6a1a","width":"1062","height":"192"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":150,"commentSize":0,"repostSize":12,"link":"https://ttm.financial/post/597718483841048","isVote":1,"tweetType":1,"viewCount":2535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":596313685509216,"gmtCreate":1786611082683,"gmtModify":1786611085633,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4149665799884162","idStr":"4149665799884162"},"themes":[],"title":"","htmlText":"cisco","listText":"cisco","text":"cisco","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596313685509216","isVote":1,"tweetType":1,"viewCount":1826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593430760613328,"gmtCreate":1785906970747,"gmtModify":1785910363669,"author":{"id":"4172323236375242","authorId":"4172323236375242","name":"InvestToRetire","avatar":"https://community-static.tradeup.com/news/8d70dd9ca2f57b29c925c8b6753b8061","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172323236375242","idStr":"4172323236375242"},"themes":[],"title":"","htmlText":"I am expecting SPACEX to fall below 100 as the CapEx needed is a lot and don't think there is a clear idea on how much more money is needed. SpaceX also raised bonds yo get more money immediately after a expensive IPO launch. So until capex number seems to go down quarter over quarter and seems steady until then I think the stock will be choppy and I think will go below 100.&nbsp;","listText":"I am expecting SPACEX to fall below 100 as the CapEx needed is a lot and don't think there is a clear idea on how much more money is needed. SpaceX also raised bonds yo get more money immediately after a expensive IPO launch. So until capex number seems to go down quarter over quarter and seems steady until then I think the stock will be choppy and I think will go below 100.&nbsp;","text":"I am expecting SPACEX to fall below 100 as the CapEx needed is a lot and don't think there is a clear idea on how much more money is needed. SpaceX also raised bonds yo get more money immediately after a expensive IPO launch. So until capex number seems to go down quarter over quarter and seems steady until then I think the stock will be choppy and I think will go below 100.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593430760613328","repostId":"2657656978","repostType":2,"repost":{"id":"2657656978","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1785884477,"share":"https://ttm.financial/m/news/2657656978?lang=en_US&edition=fundamental","pubTime":"2026-08-05 07:01","market":"us","language":"en","title":"SpaceX Stock Falls 6% in Extended Trading as Its Capex Balloon to $18.4 Billion from $2.83 Billion a Year Earlier","url":"https://stock-news.laohu8.com/highlight/detail?id=2657656978","media":"Reuters","summary":"UPDATE 4-SpaceX quarterly revenue jumps in debut results as satellite, AI businesses surgeAug 4 (Reuters)-SpaceXSPCX.Osaid on Tuesday that quarterly revenue nearly doubled and operating losses narrowe","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SPCX\">SpaceX</a> said on Tuesday that quarterly revenue nearly doubled and operating losses narrowed sharply in its first earnings report since going public, buoyed by strong growth in its Starlink satellite-internet and AI businesses.</p><p style=\"text-align: left;\">But the company&#39;s capital expenditures ballooned to more than $18 billion from $2.83 billion a year earlier, and finance boss Bret Johnsen said he expected capital spending would be similar for the next couple of quarters.</p><p style=\"text-align: left;\">SpaceX shares fell over 6% in after-hours trading. The stock rose 9.4% in regular trade ahead of the publication of results.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d3bc11024175ddb3831a4345d71c0816\" data-align=\"center\" tg-width=\"764\" tg-height=\"615\"/><span></span></p><p style=\"text-align: left;\">The company, led by Elon Musk, reported April-June revenue of $7.8 billion, compared with $4.1 billion a year earlier, beating expectations of $6.93 billion, according to LSEG data. Starlink revenue, which accounted for over half of total revenue, rose 66%, and revenue from SpaceX&#39;s AI business — which Musk has pitched as the company&#39;s future growth driver — surged about 250%.</p><p style=\"text-align: left;\">&#34;We&#39;re building AI compute capacity at scale faster than anyone else, we believe, and we&#39;re significantly improving our AI models,&#34; Musk said on a post-earnings call.</p><p style=\"text-align: left;\">AI operating losses narrowed, as did total operating losses, to $143 million from $970 million. Operating income at Starlink swelled 79%.</p><p style=\"text-align: left;\">The company&#39;s stock has declined 8% since its record-breaking initial public offering in June that valued the company at about $1.75 trillion. The stock could face additional pressure from the expiry of SpaceX&#39;s post-IPO lock-up period starting on Thursday, which may unleash a wave of insider and early-investor shares on the market.</p><p style=\"text-align: left;\">STARLINK, CONNECTIVITY DRIVE SPACEX</p><p style=\"text-align: left;\">SpaceX President Gwynne Shotwell said she expected SpaceX to snatch “quite a few&#34; of T-Mobile, AT&amp;T and Verizon customers with the Starlink business, and aims to build out ground-based infrastructure to complement its satellite network for &#34;a true mobile service.&#34; Shares in the telecom companies fell after hours.</p><p style=\"text-align: left;\">Starlink and SpaceX&#39;s broader connectivity operations remain the company&#39;s primary financial engine, underpinning Musk&#39;s push to build an AI-first business that extends beyond renting compute capacity to developing frontier models, consumer and enterprise software, and, eventually, data centers in space. But critics have argued that the strategy of using Starlink&#39;s profits to bankroll the AI business and Starship launch operations until they can stand on their own is unsustainable.</p><p style=\"text-align: left;\">&#34;That&#39;s a tremendous upside surprise today alone, the fact that AI is already monetizing itself. They&#39;re not relying on Starlink to fund operations there. I think that&#39;s a huge part of the story,&#34; said Brian Mulberry, chief market strategist at Zacks Investment Management.</p><p style=\"text-align: left;\">The company&#39;s satellite-internet unit has continued to expand its global subscriber base, aided by launches of additional satellites and a growing range of consumer, enterprise, aviation, maritime and government services.</p><p style=\"text-align: left;\">But average revenue per subscriber slumped 22% from a year earlier as SpaceX entered more international markets and rolled out lower-priced plans even as subscribers doubled to 12 million.</p><p style=\"text-align: left;\">SpaceX&#39;s AI business, which includes xAI, Grok, social media platform X, and a rapidly expanding data center operation, has been its biggest area of investment. The business is generating revenue from compute contracts with Anthropic, Alphabet&#39;s Google and Reflection AI, though a portion of its recurring revenue has yet to be recognized.</p><p style=\"text-align: left;\">SpaceX sharply increased capital spending on AI, pouring in $15.83 billion in the second quarter ended June 30, from $749 million a year earlier.</p><p style=\"text-align: left;\">SPACE REVENUE JUMPS</p><p style=\"text-align: left;\">Starship, SpaceX&#39;s next-generation reusable rocket system, is yet to enter commercial service but is expected to enable deployment of higher-bandwidth Starlink satellites and orbital AI-computing infrastructure.</p><p style=\"text-align: left;\">Space revenue grew 29% year over year.</p><p style=\"text-align: left;\">The company&#39;s ability to turn Starship into a reliably reusable vehicle is central to its longer-term strategy. Investors have closely watched for updates on testing progress, launch cadence, reusability milestones and the vehicle&#39;s satellite-deployment capabilities.</p><p style=\"text-align: left;\">Separately, SpaceX said it had partnered with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O to use its chips in the Starmind AI1 orbital compute satellites.</p><p style=\"text-align: left;\">The space segment, which includes commercial launches, government missions and development of Starship, remains a significant source of costs and uncertainty.</p><p style=\"text-align: left;\">While launch activity for Falcon — SpaceX&#39;s partially reusable workhorse rocket — has remained robust, revenue can vary with the mix of internal Starlink deployments, commercial customer missions and government contracts.</p><p style=\"text-align: left;\">In recent years, SpaceX has increasingly prioritized launches for its own satellite network over third-party payloads, while continuing to absorb significant costs tied to Starship&#39;s development.</p><p style=\"text-align: left;\">Investors will also be keen to hear Musk&#39;s comments on a scheduled conference call about a potential merger between SpaceX and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> after a Wall Street Journal report last week that executives at his electric-vehicle company had been told to prepare for a separation of its China business ahead of a potential deal.</p><p style=\"text-align: left;\">Musk dismissed the report as &#34;fake news,&#34; but he had previously declined to rule out the possibility, citing growing overlap between the companies.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SpaceX Stock Falls 6% in Extended Trading as Its Capex Balloon to $18.4 Billion from $2.83 Billion a Year Earlier</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpaceX Stock Falls 6% in Extended Trading as Its Capex Balloon to $18.4 Billion from $2.83 Billion a Year Earlier\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-05 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SPCX\">SpaceX</a> said on Tuesday that quarterly revenue nearly doubled and operating losses narrowed sharply in its first earnings report since going public, buoyed by strong growth in its Starlink satellite-internet and AI businesses.</p><p style=\"text-align: left;\">But the company&#39;s capital expenditures ballooned to more than $18 billion from $2.83 billion a year earlier, and finance boss Bret Johnsen said he expected capital spending would be similar for the next couple of quarters.</p><p style=\"text-align: left;\">SpaceX shares fell over 6% in after-hours trading. The stock rose 9.4% in regular trade ahead of the publication of results.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d3bc11024175ddb3831a4345d71c0816\" data-align=\"center\" tg-width=\"764\" tg-height=\"615\"/><span></span></p><p style=\"text-align: left;\">The company, led by Elon Musk, reported April-June revenue of $7.8 billion, compared with $4.1 billion a year earlier, beating expectations of $6.93 billion, according to LSEG data. Starlink revenue, which accounted for over half of total revenue, rose 66%, and revenue from SpaceX&#39;s AI business — which Musk has pitched as the company&#39;s future growth driver — surged about 250%.</p><p style=\"text-align: left;\">&#34;We&#39;re building AI compute capacity at scale faster than anyone else, we believe, and we&#39;re significantly improving our AI models,&#34; Musk said on a post-earnings call.</p><p style=\"text-align: left;\">AI operating losses narrowed, as did total operating losses, to $143 million from $970 million. Operating income at Starlink swelled 79%.</p><p style=\"text-align: left;\">The company&#39;s stock has declined 8% since its record-breaking initial public offering in June that valued the company at about $1.75 trillion. The stock could face additional pressure from the expiry of SpaceX&#39;s post-IPO lock-up period starting on Thursday, which may unleash a wave of insider and early-investor shares on the market.</p><p style=\"text-align: left;\">STARLINK, CONNECTIVITY DRIVE SPACEX</p><p style=\"text-align: left;\">SpaceX President Gwynne Shotwell said she expected SpaceX to snatch “quite a few&#34; of T-Mobile, AT&amp;T and Verizon customers with the Starlink business, and aims to build out ground-based infrastructure to complement its satellite network for &#34;a true mobile service.&#34; Shares in the telecom companies fell after hours.</p><p style=\"text-align: left;\">Starlink and SpaceX&#39;s broader connectivity operations remain the company&#39;s primary financial engine, underpinning Musk&#39;s push to build an AI-first business that extends beyond renting compute capacity to developing frontier models, consumer and enterprise software, and, eventually, data centers in space. But critics have argued that the strategy of using Starlink&#39;s profits to bankroll the AI business and Starship launch operations until they can stand on their own is unsustainable.</p><p style=\"text-align: left;\">&#34;That&#39;s a tremendous upside surprise today alone, the fact that AI is already monetizing itself. They&#39;re not relying on Starlink to fund operations there. I think that&#39;s a huge part of the story,&#34; said Brian Mulberry, chief market strategist at Zacks Investment Management.</p><p style=\"text-align: left;\">The company&#39;s satellite-internet unit has continued to expand its global subscriber base, aided by launches of additional satellites and a growing range of consumer, enterprise, aviation, maritime and government services.</p><p style=\"text-align: left;\">But average revenue per subscriber slumped 22% from a year earlier as SpaceX entered more international markets and rolled out lower-priced plans even as subscribers doubled to 12 million.</p><p style=\"text-align: left;\">SpaceX&#39;s AI business, which includes xAI, Grok, social media platform X, and a rapidly expanding data center operation, has been its biggest area of investment. The business is generating revenue from compute contracts with Anthropic, Alphabet&#39;s Google and Reflection AI, though a portion of its recurring revenue has yet to be recognized.</p><p style=\"text-align: left;\">SpaceX sharply increased capital spending on AI, pouring in $15.83 billion in the second quarter ended June 30, from $749 million a year earlier.</p><p style=\"text-align: left;\">SPACE REVENUE JUMPS</p><p style=\"text-align: left;\">Starship, SpaceX&#39;s next-generation reusable rocket system, is yet to enter commercial service but is expected to enable deployment of higher-bandwidth Starlink satellites and orbital AI-computing infrastructure.</p><p style=\"text-align: left;\">Space revenue grew 29% year over year.</p><p style=\"text-align: left;\">The company&#39;s ability to turn Starship into a reliably reusable vehicle is central to its longer-term strategy. Investors have closely watched for updates on testing progress, launch cadence, reusability milestones and the vehicle&#39;s satellite-deployment capabilities.</p><p style=\"text-align: left;\">Separately, SpaceX said it had partnered with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O to use its chips in the Starmind AI1 orbital compute satellites.</p><p style=\"text-align: left;\">The space segment, which includes commercial launches, government missions and development of Starship, remains a significant source of costs and uncertainty.</p><p style=\"text-align: left;\">While launch activity for Falcon — SpaceX&#39;s partially reusable workhorse rocket — has remained robust, revenue can vary with the mix of internal Starlink deployments, commercial customer missions and government contracts.</p><p style=\"text-align: left;\">In recent years, SpaceX has increasingly prioritized launches for its own satellite network over third-party payloads, while continuing to absorb significant costs tied to Starship&#39;s development.</p><p style=\"text-align: left;\">Investors will also be keen to hear Musk&#39;s comments on a scheduled conference call about a potential merger between SpaceX and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> after a Wall Street Journal report last week that executives at his electric-vehicle company had been told to prepare for a separation of its China business ahead of a potential deal.</p><p style=\"text-align: left;\">Musk dismissed the report as &#34;fake news,&#34; but he had previously declined to rule out the possibility, citing growing overlap between the companies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WARP":"VanEck Space ETF","FDRV":"Fidelity Electric Vehicles and Future Transportation ETF","TYLG":"GLOBAL X INFORMATION TECHNOLOGY COVERED CALL & GROWTH ETF","CMAG":"Corgi Mag 7 ETF","VT":"世界全股市ETF-Vanguard","SPCH":"2倍做多SpaceX ETF-Leverage Shares","AGOX":"Adaptive Alpha Opportunities ETF","AIFD":"TCW Artificial Intelligence ETF","SPAX":"2倍做多SPACEX ETF-T-REX","WATS":"Corgi Battery Energy Storage Systems ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","WSPC":"WisdomTree Space Economy UCITS ETF","CHPX":"Global X AI Semiconductor & Quantum ETF","SPTE":"SP FUNDS S&P GLOBAL TECHNOLOGY ETF","XLC":"Communication Services Select Sector SPDR Fund","OGIG":"ALPS O'Shares Global Internet Giants ETF","MARS":"Roundhill Space & Technology ETF","CLSE":"Convergence Long/Short Equity ETF","FDTX":"Fidelity Disruptive Technology ETF","SPCM":"2倍做多SpaceX ETF-Tradr","GAMR":"Amplify Video Game Leaders ETF","GXPC":"Global X PureCap MSCI Communication Services ETF","SPCQ":"2倍做空SpaceX ETF-Defiance","USXF":"iShares ESG Advanced MSCI USA ETF","USD":"ProShares Ultra Semiconductors","CNEQ":"Alger Concentrated Equity ETF","XLK":"高科技指数ETF-SPDR","LOFF":"2倍做多SpaceX ETF-Direxion","JGRO":"Jpmorgan Active Growth ETF","SPCU":"2倍做多SpaceX ETF-Defiance","ORBX":"Global X Space Tech ETF","SNK":"2倍做空SpaceX ETF-GraniteShares","ABFL":"ABACUS FCF LEADERS ETF","SPCX":"SPAC and New Issue ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","WANT":"Direxion Daily Consumer Discretionary Bull 3X ETF","SPAL":"2倍做多Space X ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares","VGT":"信息技术ETF-Vanguard","SPCG":"2倍做空SpaceX ETF-Tradr"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260804:nL4N4411XL:3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657656978","content_text":"SpaceX said on Tuesday that quarterly revenue nearly doubled and operating losses narrowed sharply in its first earnings report since going public, buoyed by strong growth in its Starlink satellite-internet and AI businesses.But the company's capital expenditures ballooned to more than $18 billion from $2.83 billion a year earlier, and finance boss Bret Johnsen said he expected capital spending would be similar for the next couple of quarters.SpaceX shares fell over 6% in after-hours trading. The stock rose 9.4% in regular trade ahead of the publication of results.The company, led by Elon Musk, reported April-June revenue of $7.8 billion, compared with $4.1 billion a year earlier, beating expectations of $6.93 billion, according to LSEG data. Starlink revenue, which accounted for over half of total revenue, rose 66%, and revenue from SpaceX's AI business — which Musk has pitched as the company's future growth driver — surged about 250%.\"We're building AI compute capacity at scale faster than anyone else, we believe, and we're significantly improving our AI models,\" Musk said on a post-earnings call.AI operating losses narrowed, as did total operating losses, to $143 million from $970 million. Operating income at Starlink swelled 79%.The company's stock has declined 8% since its record-breaking initial public offering in June that valued the company at about $1.75 trillion. The stock could face additional pressure from the expiry of SpaceX's post-IPO lock-up period starting on Thursday, which may unleash a wave of insider and early-investor shares on the market.STARLINK, CONNECTIVITY DRIVE SPACEXSpaceX President Gwynne Shotwell said she expected SpaceX to snatch “quite a few\" of T-Mobile, AT&T and Verizon customers with the Starlink business, and aims to build out ground-based infrastructure to complement its satellite network for \"a true mobile service.\" Shares in the telecom companies fell after hours.Starlink and SpaceX's broader connectivity operations remain the company's primary financial engine, underpinning Musk's push to build an AI-first business that extends beyond renting compute capacity to developing frontier models, consumer and enterprise software, and, eventually, data centers in space. But critics have argued that the strategy of using Starlink's profits to bankroll the AI business and Starship launch operations until they can stand on their own is unsustainable.\"That's a tremendous upside surprise today alone, the fact that AI is already monetizing itself. They're not relying on Starlink to fund operations there. I think that's a huge part of the story,\" said Brian Mulberry, chief market strategist at Zacks Investment Management.The company's satellite-internet unit has continued to expand its global subscriber base, aided by launches of additional satellites and a growing range of consumer, enterprise, aviation, maritime and government services.But average revenue per subscriber slumped 22% from a year earlier as SpaceX entered more international markets and rolled out lower-priced plans even as subscribers doubled to 12 million.SpaceX's AI business, which includes xAI, Grok, social media platform X, and a rapidly expanding data center operation, has been its biggest area of investment. The business is generating revenue from compute contracts with Anthropic, Alphabet's Google and Reflection AI, though a portion of its recurring revenue has yet to be recognized.SpaceX sharply increased capital spending on AI, pouring in $15.83 billion in the second quarter ended June 30, from $749 million a year earlier.SPACE REVENUE JUMPSStarship, SpaceX's next-generation reusable rocket system, is yet to enter commercial service but is expected to enable deployment of higher-bandwidth Starlink satellites and orbital AI-computing infrastructure.Space revenue grew 29% year over year.The company's ability to turn Starship into a reliably reusable vehicle is central to its longer-term strategy. Investors have closely watched for updates on testing progress, launch cadence, reusability milestones and the vehicle's satellite-deployment capabilities.Separately, SpaceX said it had partnered with Nvidia NVDA.O to use its chips in the Starmind AI1 orbital compute satellites.The space segment, which includes commercial launches, government missions and development of Starship, remains a significant source of costs and uncertainty.While launch activity for Falcon — SpaceX's partially reusable workhorse rocket — has remained robust, revenue can vary with the mix of internal Starlink deployments, commercial customer missions and government contracts.In recent years, SpaceX has increasingly prioritized launches for its own satellite network over third-party payloads, while continuing to absorb significant costs tied to Starship's development.Investors will also be keen to hear Musk's comments on a scheduled conference call about a potential merger between SpaceX and Tesla after a Wall Street Journal report last week that executives at his electric-vehicle company had been told to prepare for a separation of its China business ahead of a potential deal.Musk dismissed the report as \"fake news,\" but he had previously declined to rule out the possibility, citing growing overlap between the companies.","news_type":1,"symbols_score_info":{"SNK":0.6,"WARP":0.6,"CNEQ":0.6,"SSPC":0.6,"SPAX":0.6,"CMAG":0.6,"SPCF":0.6,"SPCU":0.6,"WATS":0.6,"CLSE":0.6,"SPCM":0.6,"XLK":0.6,"ABFL":0.6,"OGIG":0.6,"JGRO":0.6,"SPTE":0.6,"VGT":0.6,"SPCQ":0.6,"WANT":0.6,"LOFF":0.6,"FDRV":0.6,"GXPC":0.6,"USXF":0.6,"VT":0.6,"GAMR":0.6,"SPCH":0.6,"SPCX":2,"AIPI":0.6,"TYLG":0.6,"USD":0.6,"XLC":0.6,"AGOX":0.6,"SPCG":0.6,"SPAL":0.6,"ORBX":0.6,"CHAT":0.6,"MARS":0.6,"WSPC":0.6,"FDTX":0.6,"AIFD":0.6,"CHPX":0.6}},"isVote":1,"tweetType":1,"viewCount":2547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593347540313456,"gmtCreate":1785886649790,"gmtModify":1785886653031,"author":{"id":"3569141107336011","authorId":"3569141107336011","name":"c0bra36","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569141107336011","idStr":"3569141107336011"},"themes":[],"title":"","htmlText":"AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.&nbsp;","listText":"AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.&nbsp;","text":"AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593347540313456","repostId":"2657564894","repostType":2,"repost":{"id":"2657564894","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1785874809,"share":"https://ttm.financial/m/news/2657564894?lang=en_US&edition=fundamental","pubTime":"2026-08-05 04:20","market":"fut","language":"en","title":"AMD Forecasts Upbeat Revenue on Strong AI Chip Demand, but Shares Fall 9% on Lofty Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=2657564894","media":"Reuters","summary":"UPDATE 2-AMD forecasts upbeat revenue on strong AI chip demand, but shares fall on lofty expectationsAug 4 (Reuters)-AMDAMD.Oforecast quarterly revenue above Wall Street estimates on Tuesday, banking ","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/AMD\">AMD</a> forecast quarterly revenue above Wall Street estimates on Tuesday, banking on strong demand for its chips from massive data-center capacity expansions to power AI technologies.</p><p style=\"text-align: left;\">Yet, its shares fell about 9% in extended trading, suggesting that investors were looking for an even stronger outlook after the stock more than doubled this year spurred on by AI optimism.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cf9d376c08a285243329728e4aae2708\" data-align=\"center\" tg-width=\"777\" tg-height=\"615\"/><span></span></p><p style=\"text-align: left;\">&#34;AMD is now in a similar position to <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and the hyperscalers, where investors are looking for evidence that AI infrastructure investments will continue translating into accelerating returns,&#34; said Jacob Bourne, an analyst at Emarketer.</p><p style=\"text-align: left;\">The Santa Clara, California-based company is regarded as chip giant Nvidia&#39;s closest rival in the market for graphics processing units, as major technology companies and governments worldwide ramp up spending on AI infrastructure.</p><p style=\"text-align: left;\">It has stepped up its AI product launches and moved beyond selling individual chips to offering AI systems that combine processors, networking gear and related hardware, giving customers an integrated AI infrastructure option and allowing it to better rival Nvidia&#39;s rack-scale offerings.</p><p style=\"text-align: left;\">AMD expects third-quarter revenue of about $13 billion, plus or minus $300 million, while analysts estimate $12.52 billion, according to data compiled by LSEG.</p><p style=\"text-align: left;\">Its expects adjusted gross margin to be about 56%, largely in line with estimates.</p><p style=\"text-align: left;\">The forecast suggests that AMD&#39;s multi-billion dollar investments to challenge chip giant Nvidia&#39;s dominance in the market for AI chips are beginning to pay off, with sales of its data-center processors accelerating sharply.</p><p style=\"text-align: left;\">While GPUs dominate heavy AI training, AMD is also benefiting from growing demand for central processing units, which are used alongside pricey graphics processors in servers. This has helped AMD capture market share from Intel.</p><p style=\"text-align: left;\">AMD&#39;s second-quarter revenue jumped 50% to $11.54 billion, beating the estimate of $11.28 billion. Data-center revenue more than doubled to $6.72 billion, also exceeding expectations of $6.48 billion.</p><p style=\"text-align: left;\">Adjusted profit of $1.66 per share surpassed the estimated $1.62.</p><p style=\"text-align: left;\">At AMD&#39;s AI event in July, CEO Lisa Su said the company&#39;s second-generation Helios AI servers, featuring the MI455X AI accelerator and &#34;Venice&#34; processor made by TSMC, are in full production and would begin shipping in the coming months.</p><p style=\"text-align: left;\">Supply, however, is constrained by AMD&#39;s reliance on TSMC, the world&#39;s largest contract chipmaker, where tight advanced packaging capacity continues to be a key hurdle.</p><p style=\"text-align: left;\">AMD has also secured major customers and infrastructure agreements in recent months, as it races to expand its AI business.</p><p style=\"text-align: left;\">About two weeks ago, it agreed to sell Anthropic tens of billions of dollars worth of AI servers powered by up to 2 gigawatts of MI450 chips from early 2027, and invest up to $5 billion in the IPO-bound Claude maker, contingent on deployment milestones.</p><p style=\"text-align: left;\">The company has also locked in up to 2.5 GW of data center capacity through a deal with <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a>, while gaining warrants to purchase the company&#39;s stock.</p><p style=\"text-align: left;\">AMD&#39;s client and gaming segment, which caters to consumer hardware, saw sales of $3.84 billion in the second quarter, above estimates of $3.78 billion.</p><p style=\"text-align: left;\">Analysts have said weakness in the PC market, memory supply constraints and rising memory costs could weigh on demand and margins.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Forecasts Upbeat Revenue on Strong AI Chip Demand, but Shares Fall 9% on Lofty Expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Forecasts Upbeat Revenue on Strong AI Chip Demand, but Shares Fall 9% on Lofty Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-05 04:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/AMD\">AMD</a> forecast quarterly revenue above Wall Street estimates on Tuesday, banking on strong demand for its chips from massive data-center capacity expansions to power AI technologies.</p><p style=\"text-align: left;\">Yet, its shares fell about 9% in extended trading, suggesting that investors were looking for an even stronger outlook after the stock more than doubled this year spurred on by AI optimism.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cf9d376c08a285243329728e4aae2708\" data-align=\"center\" tg-width=\"777\" tg-height=\"615\"/><span></span></p><p style=\"text-align: left;\">&#34;AMD is now in a similar position to <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and the hyperscalers, where investors are looking for evidence that AI infrastructure investments will continue translating into accelerating returns,&#34; said Jacob Bourne, an analyst at Emarketer.</p><p style=\"text-align: left;\">The Santa Clara, California-based company is regarded as chip giant Nvidia&#39;s closest rival in the market for graphics processing units, as major technology companies and governments worldwide ramp up spending on AI infrastructure.</p><p style=\"text-align: left;\">It has stepped up its AI product launches and moved beyond selling individual chips to offering AI systems that combine processors, networking gear and related hardware, giving customers an integrated AI infrastructure option and allowing it to better rival Nvidia&#39;s rack-scale offerings.</p><p style=\"text-align: left;\">AMD expects third-quarter revenue of about $13 billion, plus or minus $300 million, while analysts estimate $12.52 billion, according to data compiled by LSEG.</p><p style=\"text-align: left;\">Its expects adjusted gross margin to be about 56%, largely in line with estimates.</p><p style=\"text-align: left;\">The forecast suggests that AMD&#39;s multi-billion dollar investments to challenge chip giant Nvidia&#39;s dominance in the market for AI chips are beginning to pay off, with sales of its data-center processors accelerating sharply.</p><p style=\"text-align: left;\">While GPUs dominate heavy AI training, AMD is also benefiting from growing demand for central processing units, which are used alongside pricey graphics processors in servers. This has helped AMD capture market share from Intel.</p><p style=\"text-align: left;\">AMD&#39;s second-quarter revenue jumped 50% to $11.54 billion, beating the estimate of $11.28 billion. Data-center revenue more than doubled to $6.72 billion, also exceeding expectations of $6.48 billion.</p><p style=\"text-align: left;\">Adjusted profit of $1.66 per share surpassed the estimated $1.62.</p><p style=\"text-align: left;\">At AMD&#39;s AI event in July, CEO Lisa Su said the company&#39;s second-generation Helios AI servers, featuring the MI455X AI accelerator and &#34;Venice&#34; processor made by TSMC, are in full production and would begin shipping in the coming months.</p><p style=\"text-align: left;\">Supply, however, is constrained by AMD&#39;s reliance on TSMC, the world&#39;s largest contract chipmaker, where tight advanced packaging capacity continues to be a key hurdle.</p><p style=\"text-align: left;\">AMD has also secured major customers and infrastructure agreements in recent months, as it races to expand its AI business.</p><p style=\"text-align: left;\">About two weeks ago, it agreed to sell Anthropic tens of billions of dollars worth of AI servers powered by up to 2 gigawatts of MI450 chips from early 2027, and invest up to $5 billion in the IPO-bound Claude maker, contingent on deployment milestones.</p><p style=\"text-align: left;\">The company has also locked in up to 2.5 GW of data center capacity through a deal with <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a>, while gaining warrants to purchase the company&#39;s stock.</p><p style=\"text-align: left;\">AMD&#39;s client and gaming segment, which caters to consumer hardware, saw sales of $3.84 billion in the second quarter, above estimates of $3.78 billion.</p><p style=\"text-align: left;\">Analysts have said weakness in the PC market, memory supply constraints and rising memory costs could weigh on demand and margins.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","PSI":"INVESCO SEMICONDUCTORS ETF","BAI":"iShares A.I. 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This has helped AMD capture market share from Intel.AMD's second-quarter revenue jumped 50% to $11.54 billion, beating the estimate of $11.28 billion. Data-center revenue more than doubled to $6.72 billion, also exceeding expectations of $6.48 billion.Adjusted profit of $1.66 per share surpassed the estimated $1.62.At AMD's AI event in July, CEO Lisa Su said the company's second-generation Helios AI servers, featuring the MI455X AI accelerator and \"Venice\" processor made by TSMC, are in full production and would begin shipping in the coming months.Supply, however, is constrained by AMD's reliance on TSMC, the world's largest contract chipmaker, where tight advanced packaging capacity continues to be a key hurdle.AMD has also secured major customers and infrastructure agreements in recent months, as it races to expand its AI business.About two weeks ago, it agreed to sell Anthropic tens of billions of dollars worth of AI servers powered by up to 2 gigawatts of MI450 chips from early 2027, and invest up to $5 billion in the IPO-bound Claude maker, contingent on deployment milestones.The company has also locked in up to 2.5 GW of data center capacity through a deal with Core Scientific, while gaining warrants to purchase the company's stock.AMD's client and gaming segment, which caters to consumer hardware, saw sales of $3.84 billion in the second quarter, above estimates of $3.78 billion.Analysts have said weakness in the PC market, memory supply constraints and rising memory costs could weigh on demand and margins.","news_type":1,"symbols_score_info":{"SOXX":0.6,"AMDL":0.6,"XNTK":0.6,"LEGR":0.6,"SMH":0.6,"FAI":0.6,"FTXL":0.6,"BAI":0.6,"QQQA":0.6,"GAMR":0.6,"WUGI":0.6,"CNAV":0.6,"AIS":0.6,"WISE":0.6,"TEK":0.6,"IETC":0.6,"AMYY":0.6,"AMDS":0.6,"CHPS":0.6,"AMD":1.97,"PSI":0.6,"AMDG":0.6,"AIQ":0.6,"AMDW":0.6,"ARTY":0.6,"TRFK":0.6,"AMDU":0.6,"CHAT":0.6,"DAMD":0.6,"AMUU":0.6,"SOXY":0.6,"USXF":0.6,"ILDR":0.6,"AMDD":0.6,"TTEQ":0.6,"SMHX":0.6,"AMDY":0.6}},"isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593136435733024,"gmtCreate":1785835179199,"gmtModify":1785835182289,"author":{"id":"4172323236375242","authorId":"4172323236375242","name":"InvestToRetire","avatar":"https://community-static.tradeup.com/news/8d70dd9ca2f57b29c925c8b6753b8061","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172323236375242","idStr":"4172323236375242"},"themes":[],"title":"","htmlText":"Grab is doing well. It has started pilot for autonomous driving in Punggol. Driverless cabs soon across Singapore?","listText":"Grab is doing well. It has started pilot for autonomous driving in Punggol. Driverless cabs soon across Singapore?","text":"Grab is doing well. It has started pilot for autonomous driving in Punggol. Driverless cabs soon across Singapore?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/593136435733024","repostId":"2656300930","repostType":2,"repost":{"id":"2656300930","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1785797948,"share":"https://ttm.financial/m/news/2656300930?lang=en_US&edition=fundamental","pubTime":"2026-08-04 06:59","market":"us","language":"en","title":"Singapore's Grab Lifts 2026 Revenue Forecast on Solid Delivery, Ride-Hailing Demand, Shares Rise 3% After-Hours","url":"https://stock-news.laohu8.com/highlight/detail?id=2656300930","media":"Reuters","summary":"Singapore's $Grab(GRAB)$ raised its annual revenue forecast on Tuesday, betting on stronger demand for its ride-hailing and delivery services, helped by promotional offers and platform expansion...","content":"<html><head></head><body><p style=\"text-align: left;\">Singapore&#39;s <a href=\"https://laohu8.com/S/GRAB\">Grab</a> raised its annual revenue forecast on Tuesday, betting on stronger demand for its ride-hailing and delivery services, helped by promotional offers and platform expansion efforts by the company.</p><p style=\"text-align: left;\">Shares of the Nasdaq-listed company, down over 26% so far this year, rose nearly 3% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/80d5910264a0284f523f990774c197f3\" data-align=\"center\" tg-width=\"765\" tg-height=\"624\"/><span></span></p><p style=\"text-align: left;\">Grab, the biggest ride-hailing and delivery firm in Southeast Asia, also announced a new $750 million share buyback program.</p><p style=\"text-align: left;\">The company has banked on features such as order bundling and a budget-friendly service tier called &#34;Saver&#34; to drive demand in its core ride-hailing and delivery businesses, aiming to win over cost-conscious consumers grappling with higher fuel prices following the Iran war.</p><p style=\"text-align: left;\">The company is also rapidly scaling its grocery delivery operations — one of its fast-growing segments — and financial services business by building out its loan and insurance offerings for riders and merchants on its platform.</p><p style=\"text-align: left;\">Grab now expects total revenue of between $4.10 billion and $4.15 billion for 2026, compared with its prior projection of $4.04 billion to $4.10 billion. Analysts on average expect annual revenue of $4.12 billion, according to data compiled by LSEG.</p><p style=\"text-align: left;\">It reported total revenue of $997 million in the second quarter ended June, up 22% from a year earlier, and above analysts&#39; estimate of $990.8 million.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore's Grab Lifts 2026 Revenue Forecast on Solid Delivery, Ride-Hailing Demand, Shares Rise 3% After-Hours</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore's Grab Lifts 2026 Revenue Forecast on Solid Delivery, Ride-Hailing Demand, Shares Rise 3% After-Hours\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-04 06:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Singapore&#39;s <a href=\"https://laohu8.com/S/GRAB\">Grab</a> raised its annual revenue forecast on Tuesday, betting on stronger demand for its ride-hailing and delivery services, helped by promotional offers and platform expansion efforts by the company.</p><p style=\"text-align: left;\">Shares of the Nasdaq-listed company, down over 26% so far this year, rose nearly 3% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/80d5910264a0284f523f990774c197f3\" data-align=\"center\" tg-width=\"765\" tg-height=\"624\"/><span></span></p><p style=\"text-align: left;\">Grab, the biggest ride-hailing and delivery firm in Southeast Asia, also announced a new $750 million share buyback program.</p><p style=\"text-align: left;\">The company has banked on features such as order bundling and a budget-friendly service tier called &#34;Saver&#34; to drive demand in its core ride-hailing and delivery businesses, aiming to win over cost-conscious consumers grappling with higher fuel prices following the Iran war.</p><p style=\"text-align: left;\">The company is also rapidly scaling its grocery delivery operations — one of its fast-growing segments — and financial services business by building out its loan and insurance offerings for riders and merchants on its platform.</p><p style=\"text-align: left;\">Grab now expects total revenue of between $4.10 billion and $4.15 billion for 2026, compared with its prior projection of $4.04 billion to $4.10 billion. Analysts on average expect annual revenue of $4.12 billion, according to data compiled by LSEG.</p><p style=\"text-align: left;\">It reported total revenue of $997 million in the second quarter ended June, up 22% from a year earlier, and above analysts&#39; estimate of $990.8 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","GRAB":"Grab Holdings","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SG9999013478.USD":"利安新加坡股息基金","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","SG9999002406.SGD":"利安新加坡信托基金","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","SG9999002620.SGD":"LionGlobal South East Asia SGD","GRAG":"Leverage Shares 2X Long GRAB Daily ETF","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","SG9999001135.SGD":"United ASEAN Fund SGD","BK4122":"互联网与直销零售","LU1839390173.USD":"JPM ASEAN EQUITY \"A\" (USD) INC","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","BK4022":"陆运","LU0441851309.USD":"JPM ASEAN EQUITY \"A\" ACC","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","BK4230":"旅客陆运","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260803:nL4N440203:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2656300930","content_text":"Singapore's Grab raised its annual revenue forecast on Tuesday, betting on stronger demand for its ride-hailing and delivery services, helped by promotional offers and platform expansion efforts by the company.Shares of the Nasdaq-listed company, down over 26% so far this year, rose nearly 3% in extended trading.Grab, the biggest ride-hailing and delivery firm in Southeast Asia, also announced a new $750 million share buyback program.The company has banked on features such as order bundling and a budget-friendly service tier called \"Saver\" to drive demand in its core ride-hailing and delivery businesses, aiming to win over cost-conscious consumers grappling with higher fuel prices following the Iran war.The company is also rapidly scaling its grocery delivery operations — one of its fast-growing segments — and financial services business by building out its loan and insurance offerings for riders and merchants on its platform.Grab now expects total revenue of between $4.10 billion and $4.15 billion for 2026, compared with its prior projection of $4.04 billion to $4.10 billion. Analysts on average expect annual revenue of $4.12 billion, according to data compiled by LSEG.It reported total revenue of $997 million in the second quarter ended June, up 22% from a year earlier, and above analysts' estimate of $990.8 million.","news_type":1,"symbols_score_info":{"GRAG":0.6,"GRAB":1.98}},"isVote":1,"tweetType":1,"viewCount":3278,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569809505691000","authorId":"3569809505691000","name":"breAkdaWn","avatar":"https://community-static.tradeup.com/news/4c3676c14de9bfcd6f45bcf7ba4ddb6c","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3569809505691000","idStr":"3569809505691000"},"content":"would rather have a cab driver in Singapore!!","text":"would rather have a cab driver in Singapore!!","html":"would rather have a cab driver in Singapore!!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590858155594384,"gmtCreate":1785249143543,"gmtModify":1785249193621,"author":{"id":"4223607693632232","authorId":"4223607693632232","name":"Spondoolees","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4223607693632232","idStr":"4223607693632232"},"themes":[],"title":"","htmlText":"A Warren Buffet favourite. 7% up intra day tho, is it still worth buying?","listText":"A Warren Buffet favourite. 7% up intra day tho, is it still worth buying?","text":"A Warren Buffet favourite. 7% up intra day tho, is it still worth buying?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590858155594384","repostId":"2654337006","repostType":2,"repost":{"id":"2654337006","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1785236575,"share":"https://ttm.financial/m/news/2654337006?lang=en_US&edition=fundamental","pubTime":"2026-07-28 19:02","market":"us","language":"en","title":"Coca-Cola Q2 Adj. EPS $0.97 Beats $0.93 Estimate, Sales $13.400B Beat $13.162B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2654337006","media":"Benzinga Earnings","summary":"Coca-Cola (NYSE:KO) reported quarterly earnings of $0.97 per share which beat the analyst consensus estimate of $0.93 by 4.3 percent. This is a 11.49 percent increase over earnings of $0.87 per share from the same","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/KO\">Coca-Cola</a> reported Q2 earnings of $0.97 per share which beat the analyst consensus estimate of $0.93 by 4.3 percent. This is a 11.49 percent increase over earnings of $0.87 per share from the same period last year.</p><p style=\"text-align: left;\">The company reported quarterly sales of $13.400 billion which beat the analyst consensus estimate of $13.162 billion by 1.81 percent. This is a 7.20 percent increase over sales of $12.500 billion the same period last year.</p><p style=\"text-align: left;\">Coca-Cola raises annual sales, profit forecasts, sees annual revenue at the higher end of previous expectations, betting on strong demand.</p><p style=\"text-align: left;\">Coca-Cola surged over 7% intraday on Tuesday, hitting a record high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/41d95473039f38acaeaff0da26518e1d\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coca-Cola Q2 Adj. EPS $0.97 Beats $0.93 Estimate, Sales $13.400B Beat $13.162B Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCoca-Cola Q2 Adj. EPS $0.97 Beats $0.93 Estimate, Sales $13.400B Beat $13.162B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-07-28 19:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/KO\">Coca-Cola</a> reported Q2 earnings of $0.97 per share which beat the analyst consensus estimate of $0.93 by 4.3 percent. This is a 11.49 percent increase over earnings of $0.87 per share from the same period last year.</p><p style=\"text-align: left;\">The company reported quarterly sales of $13.400 billion which beat the analyst consensus estimate of $13.162 billion by 1.81 percent. This is a 7.20 percent increase over sales of $12.500 billion the same period last year.</p><p style=\"text-align: left;\">Coca-Cola raises annual sales, profit forecasts, sees annual revenue at the higher end of previous expectations, betting on strong demand.</p><p style=\"text-align: left;\">Coca-Cola surged over 7% intraday on Tuesday, hitting a record high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/41d95473039f38acaeaff0da26518e1d\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","SG9999002224.SGD":"Allianz Global High Payout SGD","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","FSTA":"Fidelity MSCI Consumer Staples Index ETF","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","BK4504":"桥水持仓","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - 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Global Income A (div) SGD-H","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU1920063259.USD":"FIDELITY FUNDS GLOBAL DIVIDEND PLUS \"A\" (USDHDG) INC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU1920062954.HKD":"FIDELITY FUNDS GLOBAL DIVIDEND PLUS \"A\" (HKDHDG) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC"},"source_url":"https://www.benzinga.com/news/earnings/26/07/60718905/coca-cola-q2-adj-eps-0-97-beats-0-93-estimate-sales-13-400b-beat-13-162b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2654337006","content_text":"Coca-Cola reported Q2 earnings of $0.97 per share which beat the analyst consensus estimate of $0.93 by 4.3 percent. This is a 11.49 percent increase over earnings of $0.87 per share from the same period last year.The company reported quarterly sales of $13.400 billion which beat the analyst consensus estimate of $13.162 billion by 1.81 percent. This is a 7.20 percent increase over sales of $12.500 billion the same period last year.Coca-Cola raises annual sales, profit forecasts, sees annual revenue at the higher end of previous expectations, betting on strong demand.Coca-Cola surged over 7% intraday on Tuesday, hitting a record high.","news_type":1,"symbols_score_info":{"PBJ":0.6,"FTXG":0.6,"KO":1.98,"FSTA":0.6,"XLP":0.6,"TRUO":0.6,"UGE":0.6,"BREW":0.6}},"isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588942691509248,"gmtCreate":1784814943746,"gmtModify":1784814946769,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a> Sigh..they never learn their lesson","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a> Sigh..they never learn their lesson","text":"$S&P 500(.SPX)$ Sigh..they never learn their lesson","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588942691509248","repostId":"2653938577","repostType":2,"repost":{"id":"2653938577","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1784814086,"share":"https://ttm.financial/m/news/2653938577?lang=en_US&edition=fundamental","pubTime":"2026-07-23 21:41","market":"us","language":"en","title":"Alphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=2653938577","media":"Reuters","summary":"Alphabet's Q2 revenue beats estimates on Cloud, Search strengthOverviewU.S. search and cloud giant's Q2 revenue rose 24% yr/yr, beating analyst expectationsEPS surged 294% to $9.11, driven by net unre","content":"<html><head></head><body><p style=\"text-align: left;\">Alphabet on Wednesday reported its best-ever quarter of growth for its cloud computing division, but faced investor scrutiny after concerns about continued delays to its flagship AI model were aggravated by a $15 billion increase in capital spending ‌plans for 2026.</p><p style=\"text-align: left;\">The search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said on a conference call with analysts. The company said last quarter that it planned to spend between $180 billion and $190 billion this year.</p><p style=\"text-align: left;\">Shares of the company were down about 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5d948a7ee9a27c86fc3e8199258df0b3\" data-align=\"center\" tg-width=\"696\" tg-height=\"618\"/><span></span></p><p style=\"text-align: left;\">&#34;We have increased our capacity quite significantly over the past three years. The demand still outpaces that investment,&#34; Ashkenazi said in justifying the increased spending plans. She added that faster-than-expected delivery of capacity contributed to the hike.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/375e589011816344c05577507ffc54b8\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1080\"/><span></span></p><p style=\"text-align: left;\">Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, driven by strong demand from ⁠AI-hungry enterprises worldwide. Analysts on average expected a 64% increase, according to data compiled by LSEG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ee0a4a0308f899563e8def6ae5619caa\" data-align=\"center\" tg-width=\"731\" tg-height=\"463\"/><span></span></p><p style=\"text-align: left;\">Advertising revenue came in at $81.6 billion compared to estimates of $81.1 billion. Total revenue for the quarter was $119.8 billion, beating the consensus estimate of $116.9 billion.</p><p style=\"text-align: left;\">But, adjusted profit per share of $2.85 fell slightly short of Wall Street projections of $2.89. And the company reported negative free cash flow for the first time in its history, burning $5.9 billion this quarter.</p><p style=\"text-align: left;\">&#34;After a negative cash flow quarter, the new raise in capex does not sit well for Alphabet,&#34; said Thomas Monteiro, senior analyst at Investing.com. &#34;The market&#39;s most reliable cash generators are now spending more than they bring in. As long as revenue keeps accelerating, investors will tolerate it. But capital has a real cost again, and the room for error is shrinking every quarter.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e427ed38fd5a5e5abc26a3ea5aa014ca\" data-align=\"center\" tg-width=\"735\" tg-height=\"483\"/><span></span></p><h4 style=\"text-align: left;\"><strong>MODEL UNCERTAINTY TEMPERS CLOUD GAINS</strong></h4><p style=\"text-align: left;\">While Google Cloud has made Alphabet a big beneficiary of the AI boom, the company&#39;s own AI efforts have lost some steam this year after it <u>delayed</u> the June launch of its next flagship model, Gemini 3.5 Pro.</p><p style=\"text-align: left;\">That has left Google trailing in the AI coding tools market and fueled concerns on Wall Street, especially as Anthropic and OpenAI have ‌consistently rolled ⁠out enterprise-focused upgrades, and Chinese open-source models have also gained strong traction.</p><p style=\"text-align: left;\">During the question-and-answer portion of the earnings call, multiple analysts pressed CEO Sundar Pichai for clarity around whether Google could keep with its rivals at the frontier of model development.</p><p style=\"text-align: left;\">&#34;There are many attributes on which we are still at the frontier. There are areas where we&#39;ve acknowledged we need to improve; coding and agentic coding is an example of that,&#34; Pichai said on the call.</p><p style=\"text-align: left;\">Pichai said that while Google continued to test Gemini 3.5 Pro, it had also started training Gemini 4 and was &#34;applying a lot of our compute and effort in that direction&#34; in order to ⁠remain competitive.</p><p style=\"text-align: left;\">&#34;We are both very committed and very confident of being at the frontier for the next generation,&#34; he said.</p><p style=\"text-align: left;\">Meanwhile, Google began recognizing revenue from direct sales of its TPU chips, which compete with Nvidia&#39;s GPUs, for the first time in the second quarter though the vast majority of revenue from business agreements would come through next year, Ashkenazi said.</p><p style=\"text-align: left;\">The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen ⁠demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.</p><p style=\"text-align: left;\">Big Tech is expected to spend well over $700 billion this year primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year.</p><p style=\"text-align: left;\">Ashkenazi reaffirmed on the call that Alphabet planned another significant ⁠increase to capex in 2027.</p><p style=\"text-align: left;\">Alphabet shares have been among the best performers in the &#34;Magnificent 7&#34; group of stocks this year so far, rising more than 9% through last close. But concerns over the Gemini delays, some high-profile executive departures and regulatory pressures have dragged the stock about 9% lower since the end of April.<br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-07-23 21:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Alphabet on Wednesday reported its best-ever quarter of growth for its cloud computing division, but faced investor scrutiny after concerns about continued delays to its flagship AI model were aggravated by a $15 billion increase in capital spending ‌plans for 2026.</p><p style=\"text-align: left;\">The search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said on a conference call with analysts. The company said last quarter that it planned to spend between $180 billion and $190 billion this year.</p><p style=\"text-align: left;\">Shares of the company were down about 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5d948a7ee9a27c86fc3e8199258df0b3\" data-align=\"center\" tg-width=\"696\" tg-height=\"618\"/><span></span></p><p style=\"text-align: left;\">&#34;We have increased our capacity quite significantly over the past three years. The demand still outpaces that investment,&#34; Ashkenazi said in justifying the increased spending plans. She added that faster-than-expected delivery of capacity contributed to the hike.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/375e589011816344c05577507ffc54b8\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1080\"/><span></span></p><p style=\"text-align: left;\">Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, driven by strong demand from ⁠AI-hungry enterprises worldwide. Analysts on average expected a 64% increase, according to data compiled by LSEG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ee0a4a0308f899563e8def6ae5619caa\" data-align=\"center\" tg-width=\"731\" tg-height=\"463\"/><span></span></p><p style=\"text-align: left;\">Advertising revenue came in at $81.6 billion compared to estimates of $81.1 billion. Total revenue for the quarter was $119.8 billion, beating the consensus estimate of $116.9 billion.</p><p style=\"text-align: left;\">But, adjusted profit per share of $2.85 fell slightly short of Wall Street projections of $2.89. And the company reported negative free cash flow for the first time in its history, burning $5.9 billion this quarter.</p><p style=\"text-align: left;\">&#34;After a negative cash flow quarter, the new raise in capex does not sit well for Alphabet,&#34; said Thomas Monteiro, senior analyst at Investing.com. &#34;The market&#39;s most reliable cash generators are now spending more than they bring in. As long as revenue keeps accelerating, investors will tolerate it. But capital has a real cost again, and the room for error is shrinking every quarter.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e427ed38fd5a5e5abc26a3ea5aa014ca\" data-align=\"center\" tg-width=\"735\" tg-height=\"483\"/><span></span></p><h4 style=\"text-align: left;\"><strong>MODEL UNCERTAINTY TEMPERS CLOUD GAINS</strong></h4><p style=\"text-align: left;\">While Google Cloud has made Alphabet a big beneficiary of the AI boom, the company&#39;s own AI efforts have lost some steam this year after it <u>delayed</u> the June launch of its next flagship model, Gemini 3.5 Pro.</p><p style=\"text-align: left;\">That has left Google trailing in the AI coding tools market and fueled concerns on Wall Street, especially as Anthropic and OpenAI have ‌consistently rolled ⁠out enterprise-focused upgrades, and Chinese open-source models have also gained strong traction.</p><p style=\"text-align: left;\">During the question-and-answer portion of the earnings call, multiple analysts pressed CEO Sundar Pichai for clarity around whether Google could keep with its rivals at the frontier of model development.</p><p style=\"text-align: left;\">&#34;There are many attributes on which we are still at the frontier. There are areas where we&#39;ve acknowledged we need to improve; coding and agentic coding is an example of that,&#34; Pichai said on the call.</p><p style=\"text-align: left;\">Pichai said that while Google continued to test Gemini 3.5 Pro, it had also started training Gemini 4 and was &#34;applying a lot of our compute and effort in that direction&#34; in order to ⁠remain competitive.</p><p style=\"text-align: left;\">&#34;We are both very committed and very confident of being at the frontier for the next generation,&#34; he said.</p><p style=\"text-align: left;\">Meanwhile, Google began recognizing revenue from direct sales of its TPU chips, which compete with Nvidia&#39;s GPUs, for the first time in the second quarter though the vast majority of revenue from business agreements would come through next year, Ashkenazi said.</p><p style=\"text-align: left;\">The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen ⁠demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.</p><p style=\"text-align: left;\">Big Tech is expected to spend well over $700 billion this year primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year.</p><p style=\"text-align: left;\">Ashkenazi reaffirmed on the call that Alphabet planned another significant ⁠increase to capex in 2027.</p><p style=\"text-align: left;\">Alphabet shares have been among the best performers in the &#34;Magnificent 7&#34; group of stocks this year so far, rising more than 9% through last close. But concerns over the Gemini delays, some high-profile executive departures and regulatory pressures have dragged the stock about 9% lower since the end of April.<br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GXPC":"Global X PureCap MSCI Communication Services ETF","GOU":"GraniteShares 2x Long GOOGL Daily ETF","BK4514":"搜索引擎","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4543":"AI","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU1670756490.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AT\" (USDHDG) ACC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - 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The company said last quarter that it planned to spend between $180 billion and $190 billion this year.Shares of the company were down about 6%.\"We have increased our capacity quite significantly over the past three years. The demand still outpaces that investment,\" Ashkenazi said in justifying the increased spending plans. She added that faster-than-expected delivery of capacity contributed to the hike.Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, driven by strong demand from ⁠AI-hungry enterprises worldwide. Analysts on average expected a 64% increase, according to data compiled by LSEG.Advertising revenue came in at $81.6 billion compared to estimates of $81.1 billion. Total revenue for the quarter was $119.8 billion, beating the consensus estimate of $116.9 billion.But, adjusted profit per share of $2.85 fell slightly short of Wall Street projections of $2.89. And the company reported negative free cash flow for the first time in its history, burning $5.9 billion this quarter.\"After a negative cash flow quarter, the new raise in capex does not sit well for Alphabet,\" said Thomas Monteiro, senior analyst at Investing.com. \"The market's most reliable cash generators are now spending more than they bring in. As long as revenue keeps accelerating, investors will tolerate it. But capital has a real cost again, and the room for error is shrinking every quarter.\"MODEL UNCERTAINTY TEMPERS CLOUD GAINSWhile Google Cloud has made Alphabet a big beneficiary of the AI boom, the company's own AI efforts have lost some steam this year after it delayed the June launch of its next flagship model, Gemini 3.5 Pro.That has left Google trailing in the AI coding tools market and fueled concerns on Wall Street, especially as Anthropic and OpenAI have ‌consistently rolled ⁠out enterprise-focused upgrades, and Chinese open-source models have also gained strong traction.During the question-and-answer portion of the earnings call, multiple analysts pressed CEO Sundar Pichai for clarity around whether Google could keep with its rivals at the frontier of model development.\"There are many attributes on which we are still at the frontier. There are areas where we've acknowledged we need to improve; coding and agentic coding is an example of that,\" Pichai said on the call.Pichai said that while Google continued to test Gemini 3.5 Pro, it had also started training Gemini 4 and was \"applying a lot of our compute and effort in that direction\" in order to ⁠remain competitive.\"We are both very committed and very confident of being at the frontier for the next generation,\" he said.Meanwhile, Google began recognizing revenue from direct sales of its TPU chips, which compete with Nvidia's GPUs, for the first time in the second quarter though the vast majority of revenue from business agreements would come through next year, Ashkenazi said.The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen ⁠demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.Big Tech is expected to spend well over $700 billion this year primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year.Ashkenazi reaffirmed on the call that Alphabet planned another significant ⁠increase to capex in 2027.Alphabet shares have been among the best performers in the \"Magnificent 7\" group of stocks this year so far, rising more than 9% through last close. But concerns over the Gemini delays, some high-profile executive departures and regulatory pressures have dragged the stock about 9% lower since the end of April.","news_type":1,"symbols_score_info":{"METV":0.6,"FCOM":0.6,"GXPC":0.6,"GGLL":0.6,"GOU":0.6,"OGIG":0.6,"TRUC":0.6,"GGLS":0.6,"VOX":0.6,"CQTM":0.6,"ILDR":0.6,"GOOP":0.6,"SNPE":0.6,"CMAG":0.6,"GOOW":0.6,"GOOX":0.6,"XDAT":0.6,"LTL":0.6,"SKYY":0.6,"EFIV":0.6,"XLC":0.6,"GOOGL":1.98,"GOOG":2,"GOOY":0.6}},"isVote":1,"tweetType":1,"viewCount":2487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588585444651432,"gmtCreate":1784727821469,"gmtModify":1784731149126,"author":{"id":"3577695984170734","authorId":"3577695984170734","name":"Alvin123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577695984170734","idStr":"3577695984170734"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588585444651432","repostId":"1177184951","repostType":2,"repost":{"id":"1177184951","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1784727365,"share":"https://ttm.financial/m/news/1177184951?lang=en_US&edition=fundamental","pubTime":"2026-07-22 21:36","market":"us","language":"en","title":"Super Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double","url":"https://stock-news.laohu8.com/highlight/detail?id=1177184951","media":"Dow Jones","summary":"Super Micro Computer, a server manufacturer, announced on Tuesday that its profitability for the June quarter exceeded prior expectations, accompanied by a surge in new orders, leading to a 15% jump...","content":"<html><head></head><body><p style=\"text-align: left;\">The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mix</p><p style=\"text-align: left;\">Super Micro announces official results for its fiscal fourth quarter on Aug. 11.</p><p style=\"text-align: left;\">Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company&#39;s gross margins are expected to double from previous guidance.</p><p style=\"text-align: left;\">Shares of Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> surging 17% on Wednesday. The company expects GAAP and non-GAAP gross margins for the quarter to be between 15% and 17%, roughly doubling from the its prior guidance range of 8.2% to 8.4%. Management attributed the surprise increase to &#34;a favorable customer and product mix.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6aecde22a77ac65acecdacecf85d0fdd\" data-align=\"center\" tg-width=\"768\" tg-height=\"627\"/><span></span></p><p style=\"text-align: left;\">Demand for the Super Micro&#39;s modular data-center solutions appears to be on the rise, as the company shared that it received new orders in excess of $60 billion in the quarter, setting a new record.</p><p style=\"text-align: left;\">The gross-margin figures and record backlog overshadowed the company&#39;s announcement that fourth-quarter revenues are estimated to be near the low end of the $11 billion to $12.5 billion guidance range.</p><p style=\"text-align: left;\">The stock&#39;s surge marks a turnaround in investor sentiment, as shares of Super Micro have nearly halved since their early June peak. On June 9, the company announced plans to raise $7 billion of equity financing to support a surge in artificial-intelligence server orders, causing the stock to sell off on fears of investor dilution and overspending.</p><p style=\"text-align: left;\">Super Micro&#39;s gross margins have been a key focus for investors in recent quarters, as the company has been making an expensive AI pivot and prioritizing capturing market share over profitability. Super Micro aims to evolve from a server designer and manufacturer to a total data-center solutions provider.</p><p style=\"text-align: left;\">Gross margins troughed at 6.3% in the second quarter of fiscal 2026, which CEO Charles Liang attributed to customer mix, tariffs and shortages of key components such as memory products. Gross margins improved slightly in the third quarter, increasing to 9.9%.</p><p style=\"text-align: left;\">The margin recovery signals that Super Micro could be gaining more pricing power with its AI server solutions. On the company&#39;s most recent earnings call in May, Liang shared that Super Micro was committed to achieving a sustainable double-digit gross margin by prioritizing the enterprise market and the company&#39;s Data Center Building <a href=\"https://laohu8.com/S/XYZ\">Block</a> Solutions business.</p><p style=\"text-align: left;\">Super Micro has scored major AI customers such as SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a>, with Liang writing in a June post on X that the two companies are co-building a new data center together.</p><p style=\"text-align: left;\">The company announces its official fourth-quarter results on Tuesday, Aug. 11.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-22 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mix</p><p style=\"text-align: left;\">Super Micro announces official results for its fiscal fourth quarter on Aug. 11.</p><p style=\"text-align: left;\">Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company&#39;s gross margins are expected to double from previous guidance.</p><p style=\"text-align: left;\">Shares of Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> surging 17% on Wednesday. The company expects GAAP and non-GAAP gross margins for the quarter to be between 15% and 17%, roughly doubling from the its prior guidance range of 8.2% to 8.4%. Management attributed the surprise increase to &#34;a favorable customer and product mix.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6aecde22a77ac65acecdacecf85d0fdd\" data-align=\"center\" tg-width=\"768\" tg-height=\"627\"/><span></span></p><p style=\"text-align: left;\">Demand for the Super Micro&#39;s modular data-center solutions appears to be on the rise, as the company shared that it received new orders in excess of $60 billion in the quarter, setting a new record.</p><p style=\"text-align: left;\">The gross-margin figures and record backlog overshadowed the company&#39;s announcement that fourth-quarter revenues are estimated to be near the low end of the $11 billion to $12.5 billion guidance range.</p><p style=\"text-align: left;\">The stock&#39;s surge marks a turnaround in investor sentiment, as shares of Super Micro have nearly halved since their early June peak. On June 9, the company announced plans to raise $7 billion of equity financing to support a surge in artificial-intelligence server orders, causing the stock to sell off on fears of investor dilution and overspending.</p><p style=\"text-align: left;\">Super Micro&#39;s gross margins have been a key focus for investors in recent quarters, as the company has been making an expensive AI pivot and prioritizing capturing market share over profitability. Super Micro aims to evolve from a server designer and manufacturer to a total data-center solutions provider.</p><p style=\"text-align: left;\">Gross margins troughed at 6.3% in the second quarter of fiscal 2026, which CEO Charles Liang attributed to customer mix, tariffs and shortages of key components such as memory products. Gross margins improved slightly in the third quarter, increasing to 9.9%.</p><p style=\"text-align: left;\">The margin recovery signals that Super Micro could be gaining more pricing power with its AI server solutions. On the company&#39;s most recent earnings call in May, Liang shared that Super Micro was committed to achieving a sustainable double-digit gross margin by prioritizing the enterprise market and the company&#39;s Data Center Building <a href=\"https://laohu8.com/S/XYZ\">Block</a> Solutions business.</p><p style=\"text-align: left;\">Super Micro has scored major AI customers such as SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a>, with Liang writing in a June post on X that the two companies are co-building a new data center together.</p><p style=\"text-align: left;\">The company announces its official fourth-quarter results on Tuesday, Aug. 11.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCZ":"2倍做空SMCI ETF-Defiance","SMCC":"2倍做多SMCI ETF-Corgi","BK4585":"ETF&股票定投概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4170":"电脑硬件、储存设备及电脑周边","SMCX":"2倍做多SMCI ETF-Defiance","SMCI":"超微电脑","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","BK4543":"AI","SMYY":"GraniteShares YieldBOOST SMCI ETF","SMCY":"SMCI期权收益策略ETF-YieldMax","SMCL":"2倍做多SMCI ETF-Graniteshares","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4588":"碎股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177184951","content_text":"The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mixSuper Micro announces official results for its fiscal fourth quarter on Aug. 11.Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company's gross margins are expected to double from previous guidance.Shares of Super Micro $(SMCI)$ surging 17% on Wednesday. The company expects GAAP and non-GAAP gross margins for the quarter to be between 15% and 17%, roughly doubling from the its prior guidance range of 8.2% to 8.4%. Management attributed the surprise increase to \"a favorable customer and product mix.\"Demand for the Super Micro's modular data-center solutions appears to be on the rise, as the company shared that it received new orders in excess of $60 billion in the quarter, setting a new record.The gross-margin figures and record backlog overshadowed the company's announcement that fourth-quarter revenues are estimated to be near the low end of the $11 billion to $12.5 billion guidance range.The stock's surge marks a turnaround in investor sentiment, as shares of Super Micro have nearly halved since their early June peak. On June 9, the company announced plans to raise $7 billion of equity financing to support a surge in artificial-intelligence server orders, causing the stock to sell off on fears of investor dilution and overspending.Super Micro's gross margins have been a key focus for investors in recent quarters, as the company has been making an expensive AI pivot and prioritizing capturing market share over profitability. Super Micro aims to evolve from a server designer and manufacturer to a total data-center solutions provider.Gross margins troughed at 6.3% in the second quarter of fiscal 2026, which CEO Charles Liang attributed to customer mix, tariffs and shortages of key components such as memory products. Gross margins improved slightly in the third quarter, increasing to 9.9%.The margin recovery signals that Super Micro could be gaining more pricing power with its AI server solutions. On the company's most recent earnings call in May, Liang shared that Super Micro was committed to achieving a sustainable double-digit gross margin by prioritizing the enterprise market and the company's Data Center Building Block Solutions business.Super Micro has scored major AI customers such as SpaceX $(SPCX)$, with Liang writing in a June post on X that the two companies are co-building a new data center together.The company announces its official fourth-quarter results on Tuesday, Aug. 11.","news_type":1,"symbols_score_info":{"SMCY":1,"SMCZ":1,"SMCC":1,"SMYY":1,"SMCI":1,"SMCL":1,"SMCX":1}},"isVote":1,"tweetType":1,"viewCount":1569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}