Meta is in trouble again, the new AI image function was pushed offline
Meta is in trouble again, the new AI image function was pushed offline
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All storiesNewswire89Meta is in trouble again, the new AI image function was pushed offlineFilings1SEC filing watch: AAPL / Apple Inc.: 10-Q filed 2026-05-01, 8-K filed 2026-04-30, 8-K filed 2026-04-20.Options4Options watch: NFLX most active near-term contracts include put $5.00 OI 21800 vol 0; put $60.00 OI 18134 vol 698; put $62.00 OI 6170 vol 464.Longform66MediaTek’s 2Q26 revenue exceeded expectations, higher than the guidance upper limit and consensus, and AI SoC demand is strong (Bernstein)
Breaking news
View allMeta is in trouble again, the new AI image function was pushed offline
Meta is in trouble again, the new AI image function was pushed offline
Open AI is betting on the home market, Chat GPT is trying to enter thousands of households
More than three years after the launch of ChatGPT, which brought generative AI into the mainstream, OpenAI is broadening its focus from individual users to home users. OpenAI is hiring a dedicated product manager in San Francisco to build experiences for famil…
Berkshire shares recover, still lag S&P in second half of 2026
Berkshire Hathaway CEO Greg Abel Although Berkshire has gained, it still lags the S&P entering the second half of 2026 More than halfway through 2026, Berkshire Hathaway's Class B shares are down 1.8% so far this year, lagging the S&P 500's 10.7% gain by a gap…
Wall Street’s new strategy: Eliminate Musk
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AI Evolution Express: Apple sues Open AI for misappropriating trade secrets
① Apple sued OpenAI for misappropriating trade secrets; ② JD.com’s first RoboBase project landed in Huangpu, Guangzhou; ③A subsidiary of Allianz RuiSight won the bid for a computing power leasing order for domestic Internet companies; ④Gongda Electronics: Reac…
AI storage giant encounters ice and fire: SK Hynix takes advantage of HBM, but Samsung suffers from cyclical dependence
Storage giant SK Hynix has opened the door to the U.S. capital market with a huge fundraising plan of US$26.5 billion. On July 10, SK Hynix launched a pre-issuance in the form of American Depository Receipts (ADRs). It closed up 12.76% that day at $168.01 per…
U.S. memory chip stocks suffered a collective correction, and the underlying logic of memory chips faced revaluation
SK Hynix's listing in the United States has attracted market attention to the memory chip sector of the U.S. stock market. Since the beginning of this year, this sector first rose strongly, and then suffered a collective correction. It has also been experienci…
Memory chip stocks have fallen more than 20% in the past few weeks, and the underlying logic is facing revaluation
Southern Finance reported on July 11 that SK Hynix was listed in the United States, attracting market attention to the memory chip sector of the US stock market. Since the beginning of this year, this sector first rose strongly, and then suffered a collective…
Analysis & data
View allMediaTek’s 2Q26 revenue exceeded expectations, higher than the guidance upper limit and consensus, and AI SoC demand is strong (Bernstein)
Bernstein's quick comment shows that MediaTek (2454.TT) revenue in June reached NT$58.2 billion (+22% month-on-month, +3% year-on-year), pushing the entire 2Q revenue to NT$152 billion (+2% month-on-month, +1% year-on-year), which is about 5% higher than the m…
Energy, Utilities and Mining Pulse: Responding to investor doubts, top ten investment portfolios unchanged in Q3 (Goldman Sachs)
Goldman Sachs released this report in response to investor questions about its Q3 energy portfolio. The report pointed out that despite the recent divergence of industry performance (refiners surged, oil and gas services/natural gas E&Ps fell), its core bullis…
Xiaomi SkyNomad is about to be released, AI continues to improve, optimistic about buying opportunities (Goldman Sachs)
In its research report on Xiaomi (1810.HK), Goldman Sachs raised its expectations for its future, optimistic about the upcoming SkyNomad (satellite communications) function and the company's continued progress in the AI field. Despite the recent pullback, Gold…
Netflix 2Q preview: Focusing on user engagement and content quality, advertising business and price increases are the twin engines of growth (J.P. Morgan)
In its 2Q performance preview for Netflix (NFLX), J.P. The report pointed out that despite fluctuations in the year-on-year growth rate of DAU (daily active users), new paying users are expected to maintain a healthy growth of 8%. The core logic is that its ad…
European momentum stocks retreat, but fundamentals remain solid, energy sector bucks trend and rises (Goldman Sachs)
Goldman Sachs' European weekly report pointed out that the Stoxx 600 index fell 1.1% last week, but the market was not generally down. Driven by rising oil prices, GSCI Energy was the best-performing asset class with a weekly return of +6.6%. Momentum stocks,…
Pou Sheng's June revenue fell 9% year-on-year, and Nike and Adidas continue to be under pressure in China (Bernstein)
The Bernstein report pointed out that as the main retailer of Nike and Adidas in China, Pou Sheng International's revenue in June fell by 9% year-on-year (month-on-month deterioration, -7% in May). Its three-month average decline also reached -9%. This shows t…
Options watch: NFLX most active near-term contracts include put $5.00 OI 21800 vol 0; put $60.00 OI 18134 vol 698; put $62.00 OI 6170 vol 464.
Options watch: NFLX most active near-term contracts include put $5.00 OI 21800 vol 0; put $60.00 OI 18134 vol 698; put $62.00 OI 6170 vol 464
$NFLX
India Nifty trades sideways, domestic inflows improve, 2Q profits expected to grow healthily (Goldman Sachs)
Goldman Sachs India weekly report showed that the Nifty index was basically flat last week despite fluctuations in oil prices. In terms of capital, foreign capital continued to flow in, and domestic stock market capital inflows improved by 27% month-on-month i…
European earnings season preview: Profit prospects are underestimated, optimistic about semiconductors, banks and capital goods (Morgan Stanley)
Morgan Stanley is taking a positive stance on the upcoming European earnings season, arguing that the market has "misunderstood and underestimated" Europe's earnings prospects. The report shows that MSCI Europe's 2026 earnings per share (EPS) growth consensus…