LIVE MARKET DESK
Newswire briefs, filings, valuation notes, options flow and technical charts — organized as a market front page instead of a raw archive.
Thomas Kurian said: "Our existing customers have increased their spending after making a commitment to us. Their actual spending is about 50% higher than the promised amount. This is due to the differentiated advantages of our product portfolio and our strengt…
Tickers appearing most often in the latest published notes.
Thomas Kurian said: "Our existing customers have increased their spending after making a commitment to us. Their actual spending is about 50% higher than the promised amount. This is due to the differentiated advantages of our product portfolio and our strengt…
Morgan Stanley lowered its target price for Alphabet to $400 per share from $415 and raised its target price for Apple from $360 to $364 per share.
The earnings season for U.S. technology giants, which attracts the attention of the global capital market, officially kicked off in late July. As Google parent company Alphabet, Tesla and other leading companies have successively disclosed their second quarter…
On Tuesday (July 21), Nvidia announced more details about its data center CPU "Vera", including technical specifications, performance test results, chip architecture and other information to help potential customers fully evaluate the product. Nvidia said that…
Primary filing notice from SEC EDGAR. Filed: 2026-07-23 AccNo: 0000820027-26-000038 Size: 1 MB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits
The Trump administration has once again expressed its dissatisfaction with the European Union's trade policies, saying that the EU's fines against American technology companies and recent loans to Airbus may undermine constructive negotiations. “Real dialogue…
On July 23, two major factors disturbed the market. The conflict between the United States and Iran continued to escalate. International oil prices rose again, with WTI crude oil futures rising by more than 3%. International gold prices took a dive, falling by…
Whether artificial intelligence (AI) will replace human jobs on a large scale has always been one of the most worrying issues for the outside world. However, a latest report released by Google researchers on Thursday local time shows that, at least for now, th…
The cross-border arbitrage opportunity involving global storage giant SK Hynix, which has attracted much attention from the global capital market, has now been basically closed to secondary market traders. After completing the largest stock issuance by a forei…
Superinvestor disclosure watch: Dataroma table update — Today; TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD; 74,750; 74.75. Read-through: A single table row is only a lead. Its information value depends on the position change versus the manager’s prior hold…
Hong Kong stock market: On July 23, the three major Hong Kong stock indexes rose. The Hang Seng Index and the State-owned Enterprises Index closed up 1.28% and 1.23% respectively, and the Hang Seng Technology Index rose 0.65%. On the market, large-scale techno…
Michael Cembalest, chairman of markets and investment strategy at J.P. Morgan Asset and Wealth Management, warned in the latest report "Patchmageddon" that artificial intelligence (AI) is bringing global network security into a new high-risk stage. Cutting-edg…
In the early morning of July 24th, Beijing time, U.S. stocks continued to fall in late trading on Thursday, with the Nasdaq falling 600 points. The escalation of conflicts in the Middle East has caused oil prices to surge, with WTI crude oil exceeding $90 and…
As the first hyperscale cloud vendor to release its second quarter report, Google parent company Alphabet's cash flow turned negative for the first time in history, exacerbating investors' concerns about the technology giant's excessive capital expenditures. R…
On Thursday local time, the European Central Bank announced that it would keep interest rates unchanged, but investors expect that as the war in the Middle East continues to drive up inflation, the European Central Bank will further increase borrowing costs in…
Primary filing notice from SEC EDGAR. Filed: 2026-07-23 AccNo: 0001193125-26-313393 Size: 908 KB Item 2.02: Results of Operations and Financial Condition Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits
Late on Thursday night, Beijing time, as the news of the Houthi armed forces in Yemen attacking a Saudi oil tanker was officially confirmed by Saudi Arabia, international oil prices continued to rise, with Brent crude oil futures breaking through the integer m…