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Baidu 2025Q4 Earnings Conference Call
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Today’s Highlights in Markets：Big news, big impact.
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Weekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, Earnings
Covering five major market segments this week to help you stay ahead of market trends and plan your trades effectively!
⚙️ Thursday — Futures Market Monitor price fluctuations in energy, precious metals, and agricultural futures.
The 10-year US Treasury yield rose 0.00%, with the latest yield at 4.05%.
The US dollar rose 0.0000% against the offshore yuan to 6.87; the US dollar fell 0.0077% against the Hong Kong dollar to 7.82.
The US dollar index fell 0.0215% to 97.63.
US crude oil futures rose 0.37% to $65.66 per barrel; New York gold futures rose 0.07% to $5187.40 per ounce.
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Tell me what stock you want to curse the most today!（Feel free to tell us in the comments section）
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He stated 10% then within a day mentioned it would be 15%, so the world started bracing for 15% and countries that negotiated deals below 15% started sweating.
After all the chaos, it was confirmed that trade deals agreed would still be in effect.
However only 10% was implemented leading to further questions.
Then a white house source said 15% would kick in soon after.
We are in for a roller coaster ride! Trump feels like he has no clue of how to truly get things to work.
Spending from hyperscalers like $Alphabet(GOOGL)$ , $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , and Meta is still surging, fueling AI data center expansion. Capacity concerns at TSMC appear contained, supporting near-term visibility.
Competition from $Advanced Micro Devices(AMD)$ and in-house chips remains a risk, while China revenue is still limited. But for now, the numbers show no real sign of an AI slowdown — just high expectations being digested. The broader AI infrastructure cycle still looks firmly intact.
@TigerStars @Tiger_comments @TigerClub
there are plenty of candidates after some rough earnings and guidance.
Here’s who’s testing investors’ patience:
First Solar (FSLR): This one is getting hammered, plunging around 16% after issuing a "bleaker-than-expected" full-year outlook.
GoDaddy (GDDY): Despite beating some expectations, its future revenue guidance sent shares into a 15% tailspin, making it the worst-performer in the S&P 500.
Workday (WDAY): Down nearly 10% after its subscription revenue guidance fell short and sparked fears that AI might be eating into its core business.
CoStar Group (CSGP): Another heavy hitter in the red, falling 8% after its Q1 guidance failed to meet analyst consensus.
Lucid Group (LCID): Shares fell more than 4% following a wider-than-expected quarterly loss, even with some revenue growth.
Why?
The Leverage Effect: When Bitcoin moves 5%, Bitcoin miners often move 10 to 15%. If Bitcoin runs towards its USD 125k peak, Riot is the turbo charger.
AMD Partnership: Riot Platforms has signed a 10 year lease agreement with $Advanced Micro Devices(AMD)$ . AMD will lease power & facility capacity at Riot's Rockdale site with 25MW, expandable to 200 MV. This deal is worth USD311 million in contract revenue.
The Corsicana Growth Engine: This facility is being developed to accommodate both mining & HPC in Q126 as infrastructure for future hyperscale tenants.
Analysts are bullish on this diversification with average target price at USD 27.50.
Exciting times are ahead for Riot Platforms.
@Daily_Discussion @TigerStars @TigerClub @Tiger_comments
The 10-year US Treasury yield rose 0.00%, with the latest yield at 4.05%.
The US dollar rose 0.0000% against the offshore yuan to 6.87; the US dollar fell 0.0077% against the Hong Kong dollar to 7.82.
US crude oil futures rose 0.37% to $65.66 per barrel; New York gold futures rose 0.07% to $5187.40 per ounce.