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Newswire briefs, filings, valuation notes, options flow and technical charts — organized as a market front page instead of a raw archive.
Barclays downgraded Amazon and the retail sector to "cautious rating." The main reason is that as a high-frequency issuer, Amazon's future supply hangover and rising premium on new issuances will suppress its credit performance, and it is estimated that its ba…
Tickers appearing most often in the latest published notes.
The U.S. Department of Defense announced Thursday it signed a blockbuster 10-year contract with Oracle worth approximately $7 billion. For this veteran software company that has been ignored by investors this year, this order is a "timely rain". Boosted by the…
International oil prices rebounded rapidly! Recently, Brent crude oil has been rising from lows, once approaching the $100 mark, with a weekly increase of more than 12%. There has been a correction in crude oil prices today, but the overall performance is stil…
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China Financial News Agency reported on July 25 that SK Hynix announced a long-term artificial intelligence memory partnership with Nvidia.
Texas Regional Bank Southside Bancshares, Inc. Announced financial results for the second quarter ended June 30, 2026. Both net profit and earnings per share for the quarter achieved double-digit year-on-year growth, exceeding Wall Street expectations, but rev…
Next week, the U.S. stock market will face two major tests: First, the Federal Reserve meeting, from which the market hopes to find clues about the future path of interest rates; second, the intensive release of corporate financial reports, among which the per…
Investors sold off chip stocks heavily in late trading this week, worried that major technology companies will continue to invest huge amounts of capital in the field of artificial intelligence. The market is waiting for the release of a new round of financial…
The chip giant’s financial report is coming soon! An industry analysis report released by Korean media on Sunday (July 26) showed that SK Hynix’s operating profit in the second quarter of this year is expected to hit a record high of 64.1 trillion won (equival…
Barclays downgraded Amazon and the retail sector to "cautious rating." The main reason is that as a high-frequency issuer, Amazon's future supply hangover and rising premium on new issuances will suppress its credit performance, and it is estimated that its ba…
The core highlight is that cloud current backlog (CCB) increased by 26% year-on-year, exceeding expectations and higher than cloud revenue growth. This indicates that the group's constant currency growth in fiscal 2027 will accelerate from approximately 10.5%…
Latest close on July 24, 2026: $323.79 (-0.6% on the latest daily bar). HMA21 / HMA55: $343.86 / $360.02. 200DMA: $211.60. Relative volume: 0.69x the 20-day average. Latest comparable filing period: 2026 Q3 ending 2026-04-30; filed 2026-06-03. Comparable growt…
The Morgan Stanley report revealed the in-depth synergy between Tesla Cybercab and Starlink. Robots are listed as Starlink’s largest long-term customer group and the most valuable terminal market for enterprise AI. This integration will eliminate the risk of a…
A Morgan Stanley report pointed out that if SpaceX's stock price hits $100 per share, it means about 18 times forward EV/EBIT, and the market has hardly priced the AI business, and the space and connection business profit expectations are also lower than the b…
HSBC covers SpaceX for the first time, positioning it as a vertically integrated enterprise with three pillars: space, connectivity and AI. The company relies on its leading advantage in rocket launches to support Starlink business and plan orbital computing p…
The J.P. Morgan report sorted out PC and server supply chain trends based on Intel's financial reports and AMD technology conferences. Intel's client business exceeds expectations, but PC demand faces low double-digit shrinkage; data center business grows stro…
The Goldman Sachs report analyzed the emerging Asian foreign exchange and interest rate markets and pointed out that in the context of energy shocks and AI investment boom, Asian technology-related currencies (such as Korean won, New Taiwan dollar, Singapore d…
A Goldman Sachs report pointed out that the Taiwan stock index rebounded 2% that week, led by the technology sector. The scale of foreign capital outflows narrowed to approximately US$2.2 billion, and retail investors reduced margin leverage but continued to b…