[U.S. Stocks Investment Guide] AI Computing Power Earnings Season: AMD, Intel, and SMCI Report Together—Who Will Dominate AI Computing?
- AMD Q2 2026: Earnings Beat Expectations, So Why Did the Stock Drop Nearly 9%? — Data center revenue doubled, and Q3 guidance exceeded expectations, yet AMD's stock price still plummeted. What is the market worried about? Understand AMD's true situation by analyzing the earnings data and after-hours reaction.
- Intel's $20 Billion Fundraising: The Cost of AI Capital Expenditure — Earnings beat expectations, but the company simultaneously announced a $20 billion secondary stock offering. The market voted with its feet, causing Intel's stock to plunge. As the AI race requires burning more cash, are shareholders willing to foot the bill?
- SMCI Q4 FY2026: How Strong Is the Real Demand for AI Servers? — Super Micro Computer's earnings report is about to be revealed. AI server orders, profit margin trends, and stock price reactions—as a downstream supplier to NVIDIA and AMD, SMCI's performance is a key indicator for verifying the authenticity of AI computing power demand.
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Oklo and Meta Nuclear Deal Explained: The 1.2 GW AI Data Center Power Project
Summary On January 9, 2026, Oklo and Meta announced an agreement supporting development of a nuclear-energy campus in Pike County, Ohio capable of scaling to 1.2 GW. The project is intended to
What Is Oklo (NYSE: OKLO) Stock? Aurora Nuclear Power, AI Data Centers, Fuel Strategy and Growth Opportunities
Summary Oklo Inc. (NYSE: OKLO) is an advanced nuclear technology company developing fast-fission power plants, nuclear fuel technologies and radioisotope businesses. Its core energy product is the
US Stock Weekly | Aug.08–Aug.13: CPI Cooling Lifts S&P 500 to Record High, AI Infrastructure Earnings Surge Across the Board
This week, the US stock market ushered in multiple catalysts: the July CPI exceeded expectations and cooled down, the S & P 500 hit a historic high, coupled with the SMCI financial report
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Alibaba Earnings: AI Cloud Revenue Jumps 45% While Profit Falls 75% Amid Heavy AI Investment
Overview According to official filings published on the Alibaba Group Investor Relations portal, the company reported total quarterly revenue of 268.953 billion RMB, representing a 9 percent
Why Are Crypto Stocks Surging? Coinbase, Strategy and Circle Rally as Bitcoin Breaks $69,000
Overview As Bitcoin (BTC) surged through the 69,000 dollar resistance benchmark, United States listed cryptocurrency equities mounted an explosive rally during the August 19 trading session.
Alibaba Earnings Preview: Qwen, AI Cloud and China Commerce in Focus
Overview Global technology and e-commerce leader Alibaba Group (NYSE: BABA, HKEX: 9988) is scheduled to report its quarterly financial results today, August 20, 2026, before the opening of the United
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DeepSeek Funding Restart Puts China AI Valuations Back in Focus
DeepSeek funding talks have reportedly restarted at a 500 billion yuan valuation, raising fresh questions about China AI investment and IPO timing.
Bitcoin stock correlation: Is the decoupling real?
BlackRock Global Head of Digital Assets Robert Mitchnick said Bitcoin’s market sentiment had improved in a “clear but subtle” way as the asset began showing signs of separating from equities. His obse
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