LIVE MARKET DESK
Newswire briefs, filings, valuation notes, options flow and technical charts — organized as a market front page instead of a raw archive.
On Thursday, Eastern Time, U.S. robotics startup Foundation Future Industries said it would cooperate with AMD to use its chips to jointly develop autonomous humanoid robots suitable for military and industrial use. What is particularly striking is that the ke…
Tickers appearing most often in the latest published notes.
On Thursday, Eastern Time, U.S. robotics startup Foundation Future Industries said it would cooperate with AMD to use its chips to jointly develop autonomous humanoid robots suitable for military and industrial use. What is particularly striking is that the ke…
Meta AI applications and new features of Meta.ai will be launched in some markets starting from July 24
BlackRock is selling $12.3 billion in high-rated bonds to fund Meta Platforms’ data center projects. The bond is issued by Sopaipilla Investor and will mature in 2048. The initial pricing guideline is a premium of approximately 2.875 percentage points over the…
Blockbuster orders “save” Oracle. On July 24, in pre-market trading on the U.S. stock market, the stock price of Oracle, the veteran U.S. technology giant, rose sharply, once soaring by more than 3%. On the news, the U.S. Department of Defense announced the si…
Financial Associated Press, July 25th, DA Davidson raised Intel's target price from US$77 per share to US$100.
The consumer graphics card market, which has just had a quiet half year amid the "AI price hike", is facing a new storm. According to hardware media BenchLife, NVIDIA has issued another price increase notice for GPU packages (GPU + video memory chips) to downs…
This week, Tesla's second-quarter performance fell short of expectations. The stock price fell by about 14.5% the day after the earnings report was released, and its market value evaporated by about US$214.5 billion. Musk’s other space exploration technology c…
Bond investors are seeking higher yields as the market reprices the higher risks of financing artificial intelligence (AI). The progress of Meta’s latest $12 billion data center financing shows that investors’ risk premium on artificial intelligence-related de…
Latest close on July 24, 2026: $65.94 (-4.3% on the latest daily bar). HMA21 / HMA55: $70.26 / $73.01. 200DMA: $79.22. Relative volume: 1.51x the 20-day average. Latest comparable filing period: 2026 Q1 ending 2026-03-31; filed 2026-05-06. Comparable growth: r…
Latest close on July 24, 2026: $92.32 (-7.9% on the latest daily bar). HMA21 / HMA55: $94.25 / $108.21. 200DMA: $65.76. Relative volume: 1.68x the 20-day average. Latest comparable filing period: 2026 Q2 ending 2026-06-27; filed 2026-07-24. Comparable growth:…
A Morgan Stanley report pointed out that Chinalco’s Baotou plant has an aluminum production capacity of 1.46 million tons, is 62.5% self-sufficient in electricity, and has an average electricity price of less than 0.4 yuan/kWh, with outstanding cost advantages…
Latest close on July 24, 2026: $260.01 (-8.1% on the latest daily bar). HMA21 / HMA55: $263.09 / $292.72. 200DMA: $187.91. Relative volume: 0.78x the 20-day average. Latest comparable filing period: latest period. Valuation snapshot: trailing P/E 302.3x; forwa…
JPMorgan Chase's report shows that Digital Realty Trust's quarterly performance was strong, with outstanding performance in newly signed leases, backlog of orders, and construction starts. The pricing environment continued to improve, and the cash release spre…
Although IBM lowered its constant currency revenue guidance, it maintained guidance for a 100 basis point year-on-year increase in profit margins. Accordingly, HSBC slightly raised its EPS forecast for the next few years. However, given that IBM's expected pro…
Morgan Stanley believes that the market focus is on management’s stance on Stripe’s potential acquisition offer (approximately $60.50). Independent operations face challenges such as wallet competition and technical debt, and brand checkout growth is only abou…
The Deutsche Bank report pointed out that Meta advertising returns continue to improve, the reconstruction of AI infrastructure promotes faster product cycles, and subscriptions and potential cloud sales are forming a clear direct monetization layer for AI. Th…
The HSBC report pointed out that China’s auto industry is showing a trend of weak demand and continued consolidation. The penetration rate of electric vehicles is increasing, but pricing pressure and high inventory continue to suppress industry profits. Resear…