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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.
J.P. Morgan covered Chinese AIDD companies Insilico (3696.HK) and XtalPi (2228.HK) for the first time, giving them both an "positive rating" rating and target prices of HK$71 and HK$10 respectively. The report points out that China's AIDD industry is shifting…
Tickers appearing most often in the latest published notes.
Paramount's Skydance acquisition of Warner Bros. Discovery for $110 billion received EU antitrust approval on Wednesday, but the deal still faces multiple obstacles in the United States including court injunctions and Writers Guild litigation. The European Com…
This has been a rough week for Elon Musk. Tesla's stock price plummeted 18% this week, closing at $313.03 on Friday, the worst weekly decline since 2022. At the same time, SpaceX's stock price continued its downward trend, falling 7.2% in the past five trading…
Jin Qilin analyst research report , authoritative, professional, timely and comprehensive, helping you tap potential theme opportunities! Samsung and Broadcom sign $200 billion agreement to deepen cooperation in areas such as memory and foundry technology Nvid…
On July 25, Beijing time, Nvidia (NVDA.O) published a blog announcing a US$500 billion cooperation with South Korea's SK Group. The cooperation covers the construction of AI factories and the supply of next-generation memory. NVIDIA said that the two parties s…
According to news on July 25, U.S. telecom operator Verizon CEO Dan Schulman announced at the company’s 2026Q2 financial report conference call held on the 24th local time that the company had reached a network infrastructure deal with Google (Google) worth mo…
Samsung Electronics said in a statement that it signed a memorandum of understanding with Broadcom, and the two parties will expand strategic cooperation in the fields of memory and wafer foundry technology. In the next five years to 2030, the scale of coopera…
SK Hynix: Reached a long-term AI memory cooperation agreement with NVIDIA
Samsung Electronics: Signed a memorandum of understanding with Broadcom and plans to cooperate in areas such as memory chips, foundry services and advanced packaging by 2030, with a scale of up to US$200 billion. It will cooperate with Broadcom to develop Broa…
J.P. Morgan covered Chinese AIDD companies Insilico (3696.HK) and XtalPi (2228.HK) for the first time, giving them both an "positive rating" rating and target prices of HK$71 and HK$10 respectively. The report points out that China's AIDD industry is shifting…
The Morgan Stanley report analyzed the 2Q26 pre-announcement and found that A-share profit pressure has eased (net negative narrowed to -4.5%, net positive +17.0% by market capitalization), and MSCI China's profit signal has strengthened (net positive +17.7%).…
Comparable-period growth: revenue +84.7% YoY; net income +306.7% YoY; diluted EPS +325.0% YoY. Quality check: net margin 53.3% (+2911 bp YoY); YTD SEC free-cash-flow proxy $891.76M (+193.3% YoY). Valuation snapshot: trailing P/E 138.1x; forward P/E 58.7x; EV/E…
The report pointed out that against the backdrop of weak domestic demand for mid- to low-end tractors, the company is responding by upgrading to high-horsepower, intelligent products and accelerating overseas expansion. The proportion of overseas revenue has r…
Morgan Stanley reported that ServiceNow’s quarterly performance was strong. Under constant exchange rates, cRPO increased by 21.5%, subscription revenue increased by 23%, AI annualized contract value (ACV) exceeded US$1 billion and agent deployment expanded si…
The Bernstein report pointed out that AMD officially launched the Helios MI450 rack-level GPU and annual roadmap at the Advancing AI event, and released the ROCm.AI software platform. Key highlights include: Anthropic, as the third largest customer (AMD has a…
J.P. The upward revision stems from three points: the resilience of net interest margin supports interest income growth, Hong Kong commercial real estate risk mitigation reduces credit costs, and the shareholder return plan is expected to bring additional inco…
A Deutsche Bank report pointed out that new BEV car registrations and fleet utilization rates in Europe have increased, driving charging demand to continue to strengthen. Public charging networks in major countries have expanded year-on-year, with growth rates…
The Morgan Stanley report pointed out that Hugging Face encountered a complex security attack launched by an advanced LLM autonomous agent, and the attacker exploited the vulnerability to achieve code execution and lateral movement. This incident exposed the l…