JD will release its Q2 earnings report before market open this Thursday. Analysts forecast its total revenue will hit RMB 342.10 billion in Q2 2026, with adjusted EPS at RMB 5.4. $京东(JD)$ In terms of valuation, JD’s current price-to-earnings ratio stands at 20.54, staying flat with little fluctuation over recent years. Breaking down JD’s revenue mix, its business is split into two core segments: product sales and service offerings, with vastly different performance trends.​ Weak consumer demand for electronics and home appliances has dragged down product sales. Analysts expect this category’s Q2 revenue to drop 14.66% year-on-year, pulling overall net product revenue down 7.58% from last year.​ On the service side, high-margin busine

Tencent will release its Q2 earnings report before the U.S. market opens on Wednesday. According to analyst forecasts, Tencent’s revenue for the second quarter of 2026 is expected to reach ￥202.843 billion, representing a 12.7% year-over-year increase, while adjusted earnings per share (EPS) is projected at ￥7.464. $TENCENT(00700)$ In terms of valuation, Tencent’s current price-to-earnings ratio stands at 16.95, placing it at a relatively low level compared with the past five years. In terms of revenue breakdown, Tencent’s business mainly consists of four key segments: Value-Added Services, Games (including domestic games, international games, and social networks), Marketing Services, and FinTech & Business Services. Value-Add

CoreWeave is set to release its Q2 earnings report after the market closes this Tuesday. According to analyst forecasts, CoreWeave’s revenue for the second quarter of 2026 is expected to reach $2.563 billion, representing a 161.1% year-over-year increase, while adjusted earnings per share (EPS) is projected at -$1.199. $CoreWeave, Inc.(CRWV)$ In terms of valuation, CoreWeave’s current price-to-sales ratio stands at 7.5, placing it at a relatively low level compared with the past two years. CoreWeave revealed plans to expand its AI cloud platform partnership with IMC and signed a multi-year agreement with storage supplier Solidigm. Meanwhile, CoreWeave plans to invest billions of dollars to enter the Asian market, including the cons

SanDisk is set to release its FY26 Q4 earnings report after the market closes today. According to analyst estimates, the company’s revenue for FY26 Q4 is expected to reach $8.637 billion, with adjusted EPS projected at $34.369. From a valuation perspective, SanDisk’s current price-to-book (P/B) ratio stands at 15.34x, placing it at a relatively high level compared with the past two years. By end market, SanDisk’s revenue is primarily derived from three segments: Datacenter, Edge, and Consumer. While edge remains its largest revenue contributor, the datacenter segment is experiencing the strongest growth, with revenue expected to surge 1133.8% year over year in Q4 FY2026. From a regional breakdown perspective, Asia remains SanDisk’s largest revenue market and continues to maintain strong gr

SpaceX is set to release its Q2 earnings report after the market closes today. According to analyst forecasts, SpaceX’s revenue for the second quarter of 2026 is expected to reach $6.81 billion, with adjusted earnings per share projected at $-0.236. $SpaceX(SPCX)$ In terms of valuation, SpaceX’s current Price-to-Sales Ratio ratio stands at 80.6. SpaceX’s revenue is primarily composed of three segments: Space, Connectivity, and AI. Among these, connectivity is expected to remain the largest revenue contributor in Q2, while AI is projected to overtake it in Q3. Analysts estimate that by 2030, SpaceX’s AI business could generate more than $20 billion in operating profit, while its Connectivity business could exceed $15 billion in oper

Amazon is set to release its Q2 earnings report after the market closes this Thursday. According to analyst forecasts, Amazon’s revenue for the second quarter of 2026 is expected to reach $196.994 billion, with adjusted earnings per share projected at $2.299. In terms of valuation, Amazon’s current price-to-earnings ratio stands at 32.91, placing it at a relatively low level compared with the past five years. Amazon’s revenue is primarily composed of six segments: Online Stores, Physical Stores, Retail Third-Party Seller Services, Advertising Services, Retail Subscription Services, and Amazon Web Services (AWS). Among these, Online Stores, Third-Party Seller Services, and AWS are the company’s major revenue contributors. AWS revenue is expected to grow 31.34% year over year in the second q

Apple is set to release its Q3 FY2026 earnings report after the market closes this Thursday. According to analyst forecasts, Apple’s revenue for Q3 FY2026 is expected to reach $108.853 billion, adjusted earnings per share are projected to reach $1.886. In terms of valuation, Apple’s current price-to-earnings ratio stands at 40.74, placing it at a relatively high level compared with the past five years. Apple's revenue is primarily generated from two major business segments: Services and Products. The Products segment, which includes iPhone, iPad, Mac, and Wearables, Home & Accessories, remains the dominant contributor to revenue. Among these, iPhone continues to be Apple’s largest revenue source, with sales expected to grow 20.22% year over year in the third fiscal quarter. Notably, Ap

Qualcomm is set to release its Q3 earnings report after the market closes this Wednesday. According to analyst forecasts, Qualcomm’s revenue in Q3 is expected to reach $9.627 billion, representing a 7.1% year-over-year decline. Adjusted earnings per share are projected to reach $2.215, down 20% year over year. In terms of valuation, Qualcomm’s current price-to-earnings ratio stands at 18.46x, which is relatively low compared with its historical levels over the past decade. Qualcomm’s revenue is primarily generated from three major business segments: CDMA technologies (QCT), including Handsets, IoT, and Automotive; Technology Licensing (QTL); and Strategic Initiatives (QSI). Among these, CDMA Technologies (QCT) is expected to remain the largest revenue contributor in the third quarter. Acco

Over the past month, the AI sector has shown signs of a major pullback. For example: SK Hynix, the memory chip giant, has plunged 40% from its peak; ARM has fallen 43% from its highs, and Japan’s NAND flash memory leader Kioxia has dropped 55%. $SK hynix(SKHY)$ $ARM Holdings(ARM)$ It is worth noting that Kioxia’s market capitalization once exceeded $368.2 billion, surpassing Toyota Motor by more than $100 billion in June this year and making it the largest company by market value in Japan. However, in just one month, Kioxia’s market capitalization has evaporated by approximately $180 billion. As the AI trade cools off, another sector is quietly gaining strength, biopharmaceu

Microsoft is set to release its Q4 FY2026 earnings report after the market closes this Wednesday. According to analyst forecasts, Microsoft’s revenue in Q4 FY2026 is expected to reach $87.724 billion, representing a 14.8% year-over-year increase. Adjusted EPS is projected to reach $4.25, up 16.4% year-over-year. In terms of valuation, Microsoft’s current price-to-earnings ratio stands at 24.12, which is relatively low compared with its levels over the past decade. Microsoft’s revenue is primarily generated from four major business segments: Productivity & Business Processes, including Office 365, LinkedIn, Dynamics, and so on; Intelligent Cloud; More Personal Computing, and Azure AI revenue. Among these, Intelligent Cloud revenue is expected to become the largest contributor to revenue

Yesterday, $Advanced Micro Devices(AMD)$ released its latest GPU and CPU products. The company claimed that the performance exceeds $NVIDIA(NVDA)$, yet AMD’s stock price still dropped nearly 5% during the regular trading hours. Several key data points mentioned by AMD at the launch event are worth noting: First, the data center market is projected to reach $2 trillion by 2030, with the GPU segment accounting for approximately $1.4 trillion and the CPU segment for about $220 billion. Second, over the next few years, the compound annual growth rate (CAGR) for GPUs is expected to be approximately 18%, in line with expectations. The real surprise came from server CPUs. Back in M

Looking to dive deeper? Redeem The Path to a Million Dollars handbook in Tiger Coin Mall for more real investor insights and long-term investing frameworks. Redeem now: https://laohu8.com/J/redeemGift?goodID=100369&type=delivery South Korean stocks suffered another sharp sell-off today, with the KOSPI index falling more than 5.7%. The South Korean market has gone from a historic bull market into bear market territory in just one month, with the KOSPI falling from above 9,000 points to below 7,000. Despite the market crash, the fundamentals of the memory chip industry remain intact. According to customs data, South Korea’s DRAM exports hit a record high of US$21.8 billion in June, representing

Intel is set to release its Q2 earning report after the market closes today. According to analyst forecasts, Intel’s revenue for the second quarter of 2026 is expected to reach $14.431 billion, representing a 12.2% year-over-year increase. In terms of valuation, Intel’s current P/B ratio of 4.63 is at the higher end of its five-year historical range. Intel Q2 2026 Financial data forecasts Intel 's price-to-book ratio over the past five years $Intel(INTC)$

I think $SpaceX(SPCX)$ still has further room to fall. On August 4, SpaceX will release its Q2 earnings report. Two days later, 910 million shares, valued at approximately $112.5 billion, will become available for trading. After that, more restricted shares will gradually become eligible for sale. By the end of this year, $SpaceX(SPCX)$ tradable shares are expected to increase from the current 639 million to 5.33 billion. Elon Musk owns 60% of SpaceX's equity. Since the lock-up period for his shares expires one year after the IPO, he is not expected to reduce his stake once the lock-up expires. The upcoming wave of lock-up expirations has encouraged investors to aggressivel

IBM is set to release its second-quarter earnings report after the market closes this Wednesday. Analysts predict that IBM’s second-quarter revenue will reach $17.58 billion, representing a 7.6% year-over-year increase. In terms of valuation, IBM’s current price-to-earnings ratio stands at 26.8, which is at a relatively high level over the past five years. Figure 1: IBM Q2 2026 financial data forecasts Figure 2: IBM's price-to-earnings ratio over the past five years $IBM(IBM)$

Tesla is set to release its Q2 earnings report after the market closes this Wednesday. According to analyst forecasts, Tesla’s revenue for the second quarter of 2026 is expected to reach $26.313 billion, representing a 17% year-over-year increase. In terms of valuation, Tesla’s current price-to-earnings ratio stands at 349.97, which is in the upper-middle range for the past five years. Figure 1: Tesla Q2 2026 financial data forecasts Figure 2: Tesla's price-to-earnings ratio over the past five years $Tesla Motors(TSLA)$

On May 20, SpaceX filed its IPO prospectus, with a listing date set for June 12. Founded by Elon Musk, SpaceX operates three primary businesses: rocket launches, Starlink, and xAI. Press reports peg the IPO raise at roughly $75 billion, with a post-listing market cap that could approach $2 trillion. On deal size alone, SpaceX would shatter Saudi Aramco's $29.4 billion record from 2019 and become the largest IPO ever, while ranking as the seventh-most-valuable company in the U.S. market. For a debut this closely watched, the question is whether day one offers a real investment opportunity. What does SpaceX actually do? The S-1 splits the company into three reporting segments: Space - the well-known rocket launch business, with the U.S. government as its principal customer. Connectivity - St

Bridgewater Associates, one of the world’s largest hedge funds (managing close to $100 billion), has historically been accessible only to institutional and ultra-high-net-worth investors. Its founder, Ray Dalio, is widely respected, and his book Principles is often regarded as essential reading among investors. In March 2025, Bridgewater partnered with State Street to launch the $SPDR BRIDGEWATER ALL WEATHER ETF(ALLW)$  — a retail-accessible version of its well-known All Weather strategy. ALLW currently manages approximately $1.2 billion in assets, with an expense ratio of 0.85%. Since its listing on March 6, 2025, the ETF has delivered a total return of 21.86% (including dividends). Strategy and Portfolio ALLW adopts Bridgewater’s

On March 25, $Alphabet(GOOGL)$ unveiled a new AI memory compression algorithm, TurboQuant, claiming it can reduce memory requirements during large language model inference by sixfold while increasing computational speed by eightfold, all without sacrificing accuracy. Specifically, as AI models grow more powerful, context windows continue to expand, and key-value (KV) cache storage grows geometrically, becoming a core bottleneck for both performance and cost. TurboQuant leverages PolarQuant and error correction (QJL) to maintain full model accuracy and a 100% retrieval recall rate. The technology can be directly deployed on existing AI systems, raising market concerns that demand for memory chips could be weakened. As a result, shares of