Cisco's AI Networking Boom Is a Signal for Nvidia $Cisco(CSCO)$   's latest earnings were more than a solid networking quarter. They showed that AI infrastructure spending is moving beyond GPUs into switches, optics, and scale-across networking. This matters for $NVIDIA(NVDA)$   because its networking business is now a core part of the AI factory stack. It also matters because Cisco is not only a competitor. Some Cisco AI networking products are powered by NVIDIA Spectrum-X Ethernet switch silicon, including the Cisco N9100 Series, so part of Cisco's AI networking momentum is also a signal for Nvidia's ecosystem.  Cisco

NBIS 26Q1 Earnings Review: Explosive AI Growth Fuels 16% Rally. Is This Just the Beginning? Against the backdrop of surging demand for AI infrastructure, $NEBIUS(NBIS)$   delivered a Q1 earnings report that clearly exceeded market expectations, with shares jumping as much as 16% intraday. The results not only confirmed that demand for AI neocloud services remains in a rapid expansion phase, but also eased prior market concerns around data center deployment, power expansion, and financing capacity. More importantly, Nebius is evolving from a GPU rental platform into a full-stack AI-native cloud infrastructure company spanning training, inference, agentic AI, and AI factories. With AI demand continuing to outpace supply, the company's reve

ARM Bulls Double Down as Smart Money Buys $30M Calls Amid the ongoing surge in AI infrastructure demand and continued expansion in ASIC and AI inference workloads, shares of $Arm Holdings(ARM)$   continued to rally on Wednesday, rising more than 6% intraday. Near the stock’s recent highs, the options market also saw a massive long-term bullish trade worth more than $30 million, signaling that institutional investors are continuing to bet on ARM's long-term AI story. The trade involved 5,000 contracts of the August 21, 2026 $170 Call, with total premium reaching approximately $30.95 million. The transaction was marked as a Cross trade, typically associated with institutional block activity. More importantly,

Nvidia Earnings Preview: Is The AI Trade Still Early Or Already Crowded? Key Takeaways – Nvidia's Q1 test is no longer just whether Blackwell demand is strong. Investors now want proof that Rubin can ramp on schedule. – Networking is becoming Nvidia's most important second engine, and CPO could make that story even more powerful. – The biggest upside question is whether Nvidia's $1 trillion Blackwell and Rubin revenue opportunity can move higher. Memory, advanced packaging, optics, power, cooling, and server assembly remain the key constraints that could cap shipment upside. Global AI chip leader $NVIDIA(NVDA)$   is set to report its FY27Q1 earnings after the U.S. market close on May 20. As the last Mag7 co

The Next Trillion-Dollar AI IPO? Why Anthropic Has Wall Street on Alert A bold forecast about Anthropic's revenue has caught Wall Street's attention. Joseph Jacks, founder and general partner of OSS Capital, believes that if Anthropic maintains its current growth path, its revenue could surpass $Alphabet(GOOG)$   by mid 2028. By 2029, it could even reach twice Alphabet's revenue. Anthropic's annual recurring revenue, or ARR, has been rising rapidly: • January 2025: $1 billion  • December 2025: $9 billion  • April 2026: $30 billion In only four months, ARR more than tripled. Jacks expects Anthropic's revenue to reach $100 billion by the end of 2026, $340 billion in 2027, $850 billion in 2028 and mo

Intel Extends Record-Breaking Rally, as Gamma Squeeze Fuels Momentum $Intel(INTC)$   shares extended their record-breaking rally Monday after a series of positive news fueled the gamma squeeze that's sending the stock on its way toward $130. Last Friday, the Wall Street Journal reported that $Apple(AAPL)$   reached a preliminary agreement for Intel to manufacture some of the chips that power Apple devices, after an earlier report from Bloomberg stated that the two companies have been in talks for a deal.  While the Apple partnership provides a fundamental spark, the speed of the recent move suggests a technical phenomen

Circle (CRCL) Q1 2026 Earnings Preview: Can the Stablecoin Giant Sustain Its Growth Momentum? $Circle Internet Corp.(CRCL)$   is set to report its Q1 2026 earnings before market open on May 11, 2026. As the "first publicly traded stablecoin company," this report will be a critical checkpoint for investors assessing the sustainability of its business model. Revenue Expectations: Steady Growth According to S&P Global data, Wall Street expects CRCL's Q1 2026 revenue to reach $714.9 million, representing approximately a 7% quarter-over-quarter decline compared to last quarter's actual $770.2 million, but roughly 11% year-over-year growth versus Q1 2025 levels. From the chart, looking at recent quarters, CRCL's actual revenue in Q2, Q3, a

GameStop Shares Tumble 8% After Proposing to Acquire EBay in $55.5 Billion Deal $eBay(EBAY)$   shares rose early Monday after video game retailer $GameStop(GME)$   proposed to acquire the e-commerce company in a cash-and-stock deal worth about $55.5 billion. GameStop, which currently has a 5% stake in eBay, has offered to purchase the company for $125 a share, it said in a Sunday statement. The nonbinding proposal, which is structured as an equal mix of cash and stock, represents a premium of 46% to eBay's closing share price as of Feb. 4, the day GameStop started building up its position in the company. In a statement on Mon

Massive Options Flow Signals Moderate Bullish Bet on Amazon  Amid ongoing macro uncertainty and continued expansion in AI-related capital spending, tech stocks have entered a phase of rebalancing between growth visibility and margin pressure. In this environment, $Amazon.com(AMZN)$   has seen large-scale positioning in the options market, with a clear takeaway: institutions are betting on a moderate upside move rather than an aggressive breakout. From the options flow, the most representative trade is a structure expiring in August 2026. Roughly 35,000 contracts of the $320 calls (320C) were bought at the ask, representing about $24.35 million in premium, while the same size of $370 calls (370C) were s

AI Infrastructure Stocks Surge as Demand Outlook Strengthens AI infrastructure names rallied sharply on Monday, with $NEBIUS(NBIS)$   jumping 15%, $CoreWeave, Inc.(CRWV)$   rising 7%, and $IREN Ltd(IREN)$   gaining 9%, extending momentum across the“neocloud”segment. The driver is increasingly clear: AI demand + capital spending visibility. First, sentiment has been lifted by continued strength in hyperscaler spending. Major cloud players like Microsoft, Amazon, and Alphabet have all reaffirmed aggressive AI capex plans, reinforcing expectations that demand for GPU infrastructure will remain strong. That

Micron, SanDisk Lead Memory Rally—Can Tight Supply and AI Demand Drive a New Supercycle? Memory stocks rallied broadly in early trading Monday, with $Micron Technology(MU)$   rising nearly 9%,$SanDisk (SNDK.US)$ up more than 7%, $Western Digital (WDC.US)$ gaining about 4%, and $Seagate Technology (STX.US)$ climbing close to 2%. Against a backdrop of macro and geopolitical pressures weighing on the broader market, memory emerged as one of the few areas of strength. The underlying logic continues to build: AI-driven demand visibility, combined with rigid supply constraints, is pushing the industry into a longer and more durable upcycle. The rally is rooted in the rapid buildout of AI infrastructure. Micron Tech

Palantir Earnings Crush. U.S. Revenue Surges 104% and Backlog Soars $Palantir Technologies Inc.(PLTR)$   reported its FY26 Q1 earnings, with results coming in significantly above market expectations. Revenue, profitability, and order metrics all strengthened, further reinforcing its leadership in the AI software space. Earnings Snapshot: Revenue $1.63B (vs. $1.54B est., +85% Y/Y, +16% Q/Q) Adjusted EPS $0.33 (vs. $0.28 est.) Adjusted Operating Income $984M (60% margin) U.S. Government Revenue $687M (vs. $0.61B est.) U.S. Commercial Revenue $0.595B (vs. $0.603B est.) From a growth mix perspective, the U.S. remains the core driver: total U.S. revenue reached $1.28B (+104% Y/Y, +19% Q/Q), with U.S. government

AMD Attracts Bearish Option Trade as Shares Dip Ahead of Earnings $Advanced Micro Devices(AMD)$   attracted a bearish block trade in call options and heavy buying of contracts that can protect shareholders against a slump as the stock price declined a day ahead of the chipmaker's quarterly results due after the market closes May 5. A buyer paid $2.99 million for put options that give their holder the right to sell 300,000 AMD shares at $345 a share by May 8. That strike price is more than $3 below the current stock price, signaling the buyer's concern that the AMD could extend its decline by the end of the week.   The block trade was posted as the stock declined 4.6%, trimming this year's advance t

Meta Shares Slump 9% as Options Market Braces for Near-Term Turbulence $Meta Platforms, Inc.(META)$   shares tumbled almost 9% on Thursday after the company's latest financial results sparked a wave of selling and a surge in demand for options protection, while some institutional players positioned for a potential rebound.  The stock dropped $57.89 to close at $611.23 as investors reassessed the social media giant's spending plans for artificial intelligence. The surge in capital expenditures overshadowed the bigger-than-expected revenue growth of 33% to $56.31 billion that highlights the gains from the company's AI investments.  "We had a milestone quarter with strong momentum across our apps and

Apple FY26Q2 Earnings Review: Margin Expansion and Buybacks in Focus — What's Driving Apple Now? $Apple(AAPL)$   delivered a broadly stronger-than-expected earnings report, with revenue reaching $111.18B (vs. $109.66B est.), up approximately 17% YoY, exceeding its prior guidance range of 13%–16%; EPS came in at $2.01 (vs. $1.96 est.), rising about 22% YoY. Growth this quarter was driven by solid demand for both iPhone and Mac, supported by March product launches including the iPhone 17e and MacBook Neo, with the Neo model selling out at several retailers—highlighting continued resilience in high-end hardware demand.  At current valuation levels, the key takeaway is no longer whether Apple beat expectat

Sandisk Earnings Review: A Stunning $42B RPO, But Margins May Be Peaking The quarter was a blowout. Revenue was $5.95 billion, up 97% QoQ and 251% YoY. Non-GAAP gross margin reached 78.4%, far above the prior guide of 65% to 67%. Non-GAAP EPS was $23.41, compared with prior guidance of $12 to $14.  Free cash flow quality was also strong. Adjusted free cash flow was $2.955 billion, equal to a 49.7% margin. Operating cash flow was $3.038 billion, while net cash capital spending was only $83 million. Fiscal Q4 guidance implies the cycle is still accelerating Fiscal Q4 guidance was very strong: revenue of $7.75 billion to $8.25 billion, non-GAAP gross margin of 79% to 81%, and non-GAAP EPS of $30 to $33. That implies another large sequential revenue step-up and sustained gross margin near

My long weekend type: Family Type : built a small water playground for the kids to swim and enjoyed the water activity.

1) I think DBS will close at SGD 59.25 on Friday. 2) Will DBS beat the Q1 net profit estimate? Yes

Amazon Earnings Preview: Investors Bet on Anthropic Collaboration for Upside $Amazon.com(AMZN)$   is scheduled to release its financial results post-market on April 29 ET. Market expectations suggest the cloud giant will benefit substantially from its partnership with Anthropic, although the recent stock price has partially factored in this expectation. On April 20, Amazon invested an additional $5 billion in Anthropic, with a potential total commitment of up to $20 billion. This comes on top of its prior $8 billion investment. Investors should also be wary of the risks associated with the acceleration in CapEx, and management will need to justify it. Core Financial Indicators – Amazon's revenue is expected

Apple Earnings Preview: iPhone Boom Meets Margin Test $Apple(AAPL)$   will report fiscal second quarter 2026 results after the market closes on Thursday, April 30. For investors, this quarter is less about whether Apple can grow and more about whether the iPhone 17 cycle, China rebound, Services mix, and cost control can support a stock already valued like a premium compounder.  Core Financial Indicators Revenue is expected to reach about $109.5 billion, up 14.9% year over year from $95.4 billion in fiscal Q2 2025, based on LSEG estimates. That sits near the upper half of Apple's March quarter guidance range, which called for revenue growth of 13% to 16%. S&P Global's Visible Alpha consensus is ver