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Bernstein pointed out that Delta Air Lines (DAL.US) adjusted diluted EPS in 2Q26 was US$1.56, exceeding the upper limit of the company's own guidance and market expectations. More importantly, the company reiterated its FY26 EPS guidance ($6.5-$7.5), noting th…
Tickers appearing most often in the latest published notes.
Data released by the South Korean government on Tuesday showed that driven by the artificial intelligence boom, South Korea's information and communication technology (ICT) product exports reached US$253.9 billion in the first half of this year, a year-on-year…
After the legal dispute between Apple and OpenAI, OpenAI CEO Sam Altman's "old enemy" and SpaceX and Tesla CEO Musk also quickly joined the "battlefield" and launched a fierce "verbal attack" on Altman, accusing the latter of taking "fraud to a new level." Mus…
China Financial News Agency reported on July 14 that Nasdaq futures turned higher and S&P 500 futures fell 0.06%.
SK Hynix continued its violent decline in Seoul on Tuesday, with a drop of more than 20% in two days; global AI hardware stocks suffered a sell-off, exacerbating the market's doubts that this year's astonishing rise in chip stocks "rose too fast and went too f…
According to data from international market research organization IDC, in the quarter ended in June, Huawei Technologies Co., Ltd. The company further expanded its leading position in China's smartphone market. Faced with rising price pressure, consumers eithe…
On July 13, local time, SK Hynix ushered in its first regular trading day on the Nasdaq Global Select Market through American Depository Receipts (ADRs). After a 12.76% surge in pre-issuance trading on July 10, its ADRs fell 9.32% to close at $152.35 per share…
According to the Financial Associated Press on July 14, Royal Bank of Canada raised the target share price of ASML from US$1,700 to US$2,000
Group founder Masayoshi Son said that in the near future, nuclear fusion technology will provide the most practical solution to meet the growing power demand of artificial intelligence (AI) data centers. Sun Zhengyi said that natural gas will still meet most o…
Bernstein pointed out that Delta Air Lines (DAL.US) adjusted diluted EPS in 2Q26 was US$1.56, exceeding the upper limit of the company's own guidance and market expectations. More importantly, the company reiterated its FY26 EPS guidance ($6.5-$7.5), noting th…
JPMorgan Chase released a research report on China's AI industry, pointing out that the capital investment intensity of domestic independent large-scale model companies has increased sharply, with cumulative financing exceeding US$20 billion since 2026. The re…
JPMorgan Chase’s China Quantitative Strategy Report points out that the previous style of growth stocks significantly outperforming value stocks may be coming to an end. The key signal is that the valuation of Expensive Leadership is in an extremely stretched…
Bernstein's report pointed out that TSMC's 2Q26 revenue reached the upper edge of the company's previous guidance range, showing continued strong demand for AI and HPC. Despite market concerns about weak consumer electronics demand and macro uncertainty, TSMC'…
The report pointed out that the core advantage of Bilibili lies in its highly sticky and interactive community culture, which is a solid foundation for the continued growth of commercialization. Contrary to market concerns about user growth peaking, management…
After interviews with LLM experts, Nomura Securities pointed out that China’s large model industry is shifting from an “arms race” to “application implementation.” Experts say the gap in model capabilities is narrowing, with the popularity of open source model…
Goldman Sachs commented on oil exports from the Gulf region, believing that short-term uncertainty has increased, but in the long term, diversified pipeline export capabilities can serve as an effective hedging tool. The report pointed out that the market is w…
JPMorgan Chase's foreign exchange position monitoring report shows that the market is showing initial signs of yen short covering, but the current size of yen short positions is still within a substantial range and has not yet been overstretched. Meanwhile, do…
After participating in a survey of China's AI PCB industry, JPMorgan Chase believes that despite the noise in the market, the AI upward cycle is still intact. The key is that the bottleneck of the supply chain has shifted from technology to production capacity…