2026 Q2 Earnings Season: Xiaomi FY26 Q2 Profit Drops 20.3% to RMB

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- Putongren66Putongren66
  ·08-18 19:24
  How does the earnings impact Xiaomi shares
  Xiaomi FY26 Q2 Profit Drops 20.3% to RMB 9.46 Billion; Revenue Falls 6.1% to RMB 108.92 Billion
  Xiaomi FY26 Q2 profit drops 20.3% to RMB 9.46 billion; revenue falls 6.1% to RMB 108.92 billionXiaomi posted Q2 revenue of RMB 108.92 billion, down 6.1% year over year.Profit for the period fell 20.3%
  Xiaomi FY26 Q2 Profit Drops 20.3% to RMB 9.46 Billion; Revenue Falls 6.1% to RMB 108.92 Billion
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- Talia_zTalia_z
  ·08-18 19:04
  Xiaomi Q2 Earnings: Did the Results Meet Your Expectations?
  Just now, Xiaomi released its second-quarter financial results. Revenue for the quarter came in at RMB 108.922 billion, above the RMB 108.325 billion analyst consensus. Gross profit was RMB 21.609 billion, below the expected RMB 21.883 billion, while adjusted net profit came in at RMB 6.22 billion, slightly below the RMB 6.314 billion estimate. $XIAOMI-W(01810)$ Breaking down the results by business, smartphone revenue reached RMB 42.119 billion in the second quarter, slightly above the RMB 41.099 billion estimate, while gross profit was RMB 3.599 billion, ahead of the RMB 3.396 billion expectation. Electric vehicle revenue came in at RMB 24.896 billion, slightly below the RMB 24.904 billion estimate, while gross profit was RMB 4.
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  Xiaomi Q2 Earnings: Did the Results Meet Your Expectations?
- Talia_zTalia_z
  ·08-17 11:04
  Baidu Earnings Preview: Can AI Drive a Turnaround in Performance?
  Baidu is set to release its second-quarter earnings report after the Hong Kong market closes on August 18. According to analyst estimates, Baidu’s revenue for the second quarter of 2026 is expected to reach RMB 31.587 billion, while adjusted EPS is estimated at RMB 1.218. $BIDU-SW(09888)$ $Baidu(BIDU)$ $BIDU-SWR(89888)$ Baidu’s share price has been volatile recently, with the stock trending downward since early August. With the earnings release approaching, the market will focus on Baidu’s profitability and whether its traditional search advertising and AI businesses can maintain growth amid intensifying competiti
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  Baidu Earnings Preview: Can AI Drive a Turnaround in Performance?
- 非一般股民非一般股民
  ·08-13
  cisco
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- InvestToRetireInvestToRetire
  ·08-05
  I am expecting SPACEX to fall below 100 as the CapEx needed is a lot and don't think there is a clear idea on how much more money is needed. SpaceX also raised bonds yo get more money immediately after a expensive IPO launch. So until capex number seems to go down quarter over quarter and seems steady until then I think the stock will be choppy and I think will go below 100.
  SpaceX Stock Falls 6% in Extended Trading as Its Capex Balloon to $18.4 Billion from $2.83 Billion a Year Earlier
  UPDATE 4-SpaceX quarterly revenue jumps in debut results as satellite, AI businesses surgeAug 4 (Reuters)-SpaceXSPCX.Osaid on Tuesday that quarterly revenue nearly doubled and operating losses narrowe
  SpaceX Stock Falls 6% in Extended Trading as Its Capex Balloon to $18.4 Billion from $2.83 Billion a Year Earlier
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- c0bra36c0bra36
  ·08-05
  AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.
  AMD Forecasts Upbeat Revenue on Strong AI Chip Demand, but Shares Fall 9% on Lofty Expectations
  UPDATE 2-AMD forecasts upbeat revenue on strong AI chip demand, but shares fall on lofty expectationsAug 4 (Reuters)-AMDAMD.Oforecast quarterly revenue above Wall Street estimates on Tuesday, banking
  AMD Forecasts Upbeat Revenue on Strong AI Chip Demand, but Shares Fall 9% on Lofty Expectations
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- InvestToRetireInvestToRetire
  ·08-04
  Grab is doing well. It has started pilot for autonomous driving in Punggol. Driverless cabs soon across Singapore?
  Singapore's Grab Lifts 2026 Revenue Forecast on Solid Delivery, Ride-Hailing Demand, Shares Rise 3% After-Hours
  Singapore's $Grab(GRAB)$ raised its annual revenue forecast on Tuesday, betting on stronger demand for its ride-hailing and delivery services, helped by promotional offers and platform expansion...
  Singapore's Grab Lifts 2026 Revenue Forecast on Solid Delivery, Ride-Hailing Demand, Shares Rise 3% After-Hours
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- SpondooleesSpondoolees
  ·07-28
  A Warren Buffet favourite. 7% up intra day tho, is it still worth buying?
  Coca-Cola Q2 Adj. EPS $0.97 Beats $0.93 Estimate, Sales $13.400B Beat $13.162B Estimate
  Coca-Cola (NYSE:KO) reported quarterly earnings of $0.97 per share which beat the analyst consensus estimate of $0.93 by 4.3 percent. This is a 11.49 percent increase over earnings of $0.87 per share from the same
  Coca-Cola Q2 Adj. EPS $0.97 Beats $0.93 Estimate, Sales $13.400B Beat $13.162B Estimate
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- AT69AT69
  ·07-23
  $S&P 500(.SPX)$ Sigh..they never learn their lesson
  Alphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat
  Alphabet's Q2 revenue beats estimates on Cloud, Search strengthOverviewU.S. search and cloud giant's Q2 revenue rose 24% yr/yr, beating analyst expectationsEPS surged 294% to $9.11, driven by net unre
  Alphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat
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- Alvin123Alvin123
  ·07-22
  Share your opinion about this news…
  Super Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double
  Super Micro Computer, a server manufacturer, announced on Tuesday that its profitability for the June quarter exceeded prior expectations, accompanied by a surge in new orders, leading to a 15% jump...
  Super Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double
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- Talia_zTalia_z
  ·08-18 19:04
  Xiaomi Q2 Earnings: Did the Results Meet Your Expectations?
  Just now, Xiaomi released its second-quarter financial results. Revenue for the quarter came in at RMB 108.922 billion, above the RMB 108.325 billion analyst consensus. Gross profit was RMB 21.609 billion, below the expected RMB 21.883 billion, while adjusted net profit came in at RMB 6.22 billion, slightly below the RMB 6.314 billion estimate. $XIAOMI-W(01810)$ Breaking down the results by business, smartphone revenue reached RMB 42.119 billion in the second quarter, slightly above the RMB 41.099 billion estimate, while gross profit was RMB 3.599 billion, ahead of the RMB 3.396 billion expectation. Electric vehicle revenue came in at RMB 24.896 billion, slightly below the RMB 24.904 billion estimate, while gross profit was RMB 4.
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  Xiaomi Q2 Earnings: Did the Results Meet Your Expectations?
- Putongren66Putongren66
  ·08-18 19:24
  How does the earnings impact Xiaomi shares
  Xiaomi FY26 Q2 Profit Drops 20.3% to RMB 9.46 Billion; Revenue Falls 6.1% to RMB 108.92 Billion
  Xiaomi FY26 Q2 profit drops 20.3% to RMB 9.46 billion; revenue falls 6.1% to RMB 108.92 billionXiaomi posted Q2 revenue of RMB 108.92 billion, down 6.1% year over year.Profit for the period fell 20.3%
  Xiaomi FY26 Q2 Profit Drops 20.3% to RMB 9.46 Billion; Revenue Falls 6.1% to RMB 108.92 Billion
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- Talia_zTalia_z
  ·08-17 11:04
  Baidu Earnings Preview: Can AI Drive a Turnaround in Performance?
  Baidu is set to release its second-quarter earnings report after the Hong Kong market closes on August 18. According to analyst estimates, Baidu’s revenue for the second quarter of 2026 is expected to reach RMB 31.587 billion, while adjusted EPS is estimated at RMB 1.218. $BIDU-SW(09888)$ $Baidu(BIDU)$ $BIDU-SWR(89888)$ Baidu’s share price has been volatile recently, with the stock trending downward since early August. With the earnings release approaching, the market will focus on Baidu’s profitability and whether its traditional search advertising and AI businesses can maintain growth amid intensifying competiti
  774 Comment
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  Baidu Earnings Preview: Can AI Drive a Turnaround in Performance?
- 非一般股民非一般股民
  ·08-13
  cisco
  134 Comment
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- InvestToRetireInvestToRetire
  ·08-05
  I am expecting SPACEX to fall below 100 as the CapEx needed is a lot and don't think there is a clear idea on how much more money is needed. SpaceX also raised bonds yo get more money immediately after a expensive IPO launch. So until capex number seems to go down quarter over quarter and seems steady until then I think the stock will be choppy and I think will go below 100.
  SpaceX Stock Falls 6% in Extended Trading as Its Capex Balloon to $18.4 Billion from $2.83 Billion a Year Earlier
  UPDATE 4-SpaceX quarterly revenue jumps in debut results as satellite, AI businesses surgeAug 4 (Reuters)-SpaceXSPCX.Osaid on Tuesday that quarterly revenue nearly doubled and operating losses narrowe
  SpaceX Stock Falls 6% in Extended Trading as Its Capex Balloon to $18.4 Billion from $2.83 Billion a Year Earlier
  439 Comment
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- c0bra36c0bra36
  ·08-05
  AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.
  AMD Forecasts Upbeat Revenue on Strong AI Chip Demand, but Shares Fall 9% on Lofty Expectations
  UPDATE 2-AMD forecasts upbeat revenue on strong AI chip demand, but shares fall on lofty expectationsAug 4 (Reuters)-AMDAMD.Oforecast quarterly revenue above Wall Street estimates on Tuesday, banking
  AMD Forecasts Upbeat Revenue on Strong AI Chip Demand, but Shares Fall 9% on Lofty Expectations
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- InvestToRetireInvestToRetire
  ·08-04
  Grab is doing well. It has started pilot for autonomous driving in Punggol. Driverless cabs soon across Singapore?
  Singapore's Grab Lifts 2026 Revenue Forecast on Solid Delivery, Ride-Hailing Demand, Shares Rise 3% After-Hours
  Singapore's $Grab(GRAB)$ raised its annual revenue forecast on Tuesday, betting on stronger demand for its ride-hailing and delivery services, helped by promotional offers and platform expansion...
  Singapore's Grab Lifts 2026 Revenue Forecast on Solid Delivery, Ride-Hailing Demand, Shares Rise 3% After-Hours
  780 3
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- SpondooleesSpondoolees
  ·07-28
  A Warren Buffet favourite. 7% up intra day tho, is it still worth buying?
  Coca-Cola Q2 Adj. EPS $0.97 Beats $0.93 Estimate, Sales $13.400B Beat $13.162B Estimate
  Coca-Cola (NYSE:KO) reported quarterly earnings of $0.97 per share which beat the analyst consensus estimate of $0.93 by 4.3 percent. This is a 11.49 percent increase over earnings of $0.87 per share from the same
  Coca-Cola Q2 Adj. EPS $0.97 Beats $0.93 Estimate, Sales $13.400B Beat $13.162B Estimate
  627 Comment
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- AT69AT69
  ·07-23
  $S&P 500(.SPX)$ Sigh..they never learn their lesson
  Alphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat
  Alphabet's Q2 revenue beats estimates on Cloud, Search strengthOverviewU.S. search and cloud giant's Q2 revenue rose 24% yr/yr, beating analyst expectationsEPS surged 294% to $9.11, driven by net unre
  Alphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat
  977 Comment
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- Alvin123Alvin123
  ·07-22
  Share your opinion about this news…
  Super Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double
  Super Micro Computer, a server manufacturer, announced on Tuesday that its profitability for the June quarter exceeded prior expectations, accompanied by a surge in new orders, leading to a 15% jump...
  Super Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double
  560 Comment
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Revenue Falls 6.1% to RMB 108.92 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2660656465","media":"Reuters","summary":"Xiaomi FY26 Q2 profit drops 20.3% to RMB 9.46 billion; revenue falls 6.1% to RMB 108.92 billionXiaomi posted Q2 revenue of RMB 108.92 billion, down 6.1% year over year.Profit for the period fell 20.3%","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/01810\">XIAOMI-W</a> posted Q2 revenue of RMB 108.92 billion, down 6.1% year over year.</p><p style=\"text-align: left;\">Profit for the period fell 20.3% to RMB 9.46 billion; basic EPS slipped to RMB 0.37 from RMB 0.46.</p><p style=\"text-align: left;\">IFRS operating profit declined 19.1% to RMB 10.87 billion, despite a RMB 6.46 billion fair-value gain on financial instruments.</p><p style=\"text-align: left;\">Non-IFRS adjusted net profit dropped 42.6% to RMB 6.22 billion.</p><p style=\"text-align: left;\">Smartphone shipments fell 26.5% to 31.2 million; EV deliveries climbed 28.2% to 104,199 vehicles.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/391bc8101168c52f48378c85d63e9ec0\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Xiaomi FY26 Q2 Profit Drops 20.3% to RMB 9.46 Billion; Revenue Falls 6.1% to RMB 108.92 Billion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXiaomi FY26 Q2 Profit Drops 20.3% to RMB 9.46 Billion; Revenue Falls 6.1% to RMB 108.92 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-18 17:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/01810\">XIAOMI-W</a> posted Q2 revenue of RMB 108.92 billion, down 6.1% year over year.</p><p style=\"text-align: left;\">Profit for the period fell 20.3% to RMB 9.46 billion; basic EPS slipped to RMB 0.37 from RMB 0.46.</p><p style=\"text-align: left;\">IFRS operating profit declined 19.1% to RMB 10.87 billion, despite a RMB 6.46 billion fair-value gain on financial instruments.</p><p style=\"text-align: left;\">Non-IFRS adjusted net profit dropped 42.6% to RMB 6.22 billion.</p><p style=\"text-align: left;\">Smartphone shipments fell 26.5% to 31.2 million; EV deliveries climbed 28.2% to 104,199 vehicles.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/391bc8101168c52f48378c85d63e9ec0\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260818:nNDL4H01Gb:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2660656465","content_text":"XIAOMI-W posted Q2 revenue of RMB 108.92 billion, down 6.1% year over year.Profit for the period fell 20.3% to RMB 9.46 billion; basic EPS slipped to RMB 0.37 from RMB 0.46.IFRS operating profit declined 19.1% to RMB 10.87 billion, despite a RMB 6.46 billion fair-value gain on financial instruments.Non-IFRS adjusted net profit dropped 42.6% to RMB 6.22 billion.Smartphone shipments fell 26.5% to 31.2 million; EV deliveries climbed 28.2% to 104,199 vehicles.","news_type":1,"symbols_score_info":{"XIACY":1.98,"DRGN":0.6,"01810":1.98}},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":598099416039472,"gmtCreate":1787051062561,"gmtModify":1787052947925,"author":{"id":"4249599930403112","authorId":"4249599930403112","name":"Talia_z","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4249599930403112","authorIdStr":"4249599930403112"},"themes":[],"title":"Xiaomi Q2 Earnings: Did the Results Meet Your Expectations?","htmlText":"Just now, Xiaomi released its second-quarter financial results. Revenue for the quarter came in at RMB 108.922 billion, above the RMB 108.325 billion analyst consensus. Gross profit was RMB 21.609 billion, below the expected RMB 21.883 billion, while adjusted net profit came in at RMB 6.22 billion, slightly below the RMB 6.314 billion estimate. <a target=\"_blank\" href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a> Breaking down the results by business, smartphone revenue reached RMB 42.119 billion in the second quarter, slightly above the RMB 41.099 billion estimate, while gross profit was RMB 3.599 billion, ahead of the RMB 3.396 billion expectation. Electric vehicle revenue came in at RMB 24.896 billion, slightly below the RMB 24.904 billion estimate, while gross profit was RMB 4.","listText":"Just now, Xiaomi released its second-quarter financial results. Revenue for the quarter came in at RMB 108.922 billion, above the RMB 108.325 billion analyst consensus. Gross profit was RMB 21.609 billion, below the expected RMB 21.883 billion, while adjusted net profit came in at RMB 6.22 billion, slightly below the RMB 6.314 billion estimate. <a target=\"_blank\" href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a> Breaking down the results by business, smartphone revenue reached RMB 42.119 billion in the second quarter, slightly above the RMB 41.099 billion estimate, while gross profit was RMB 3.599 billion, ahead of the RMB 3.396 billion expectation. Electric vehicle revenue came in at RMB 24.896 billion, slightly below the RMB 24.904 billion estimate, while gross profit was RMB 4.","text":"Just now, Xiaomi released its second-quarter financial results. Revenue for the quarter came in at RMB 108.922 billion, above the RMB 108.325 billion analyst consensus. Gross profit was RMB 21.609 billion, below the expected RMB 21.883 billion, while adjusted net profit came in at RMB 6.22 billion, slightly below the RMB 6.314 billion estimate. $XIAOMI-W(01810)$ Breaking down the results by business, smartphone revenue reached RMB 42.119 billion in the second quarter, slightly above the RMB 41.099 billion estimate, while gross profit was RMB 3.599 billion, ahead of the RMB 3.396 billion expectation. Electric vehicle revenue came in at RMB 24.896 billion, slightly below the RMB 24.904 billion estimate, while gross profit was RMB 4.","images":[{"img":"https://community-static.tradeup.com/news/93505d54c8005a05082cfc170d7dabdd","width":"1491","height":"406"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/598099416039472","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274709299900","authorId":"3479274709299900","name":"YumZoay","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274709299900","authorIdStr":"3479274709299900"},"content":"Revenue beat is nice, but that EV gross profit miss is the part I care about more. Smartphone share gains help, yet margins still look squeezed","text":"Revenue beat is nice, but that EV gross profit miss is the part I care about more. Smartphone share gains help, yet margins still look squeezed","html":"Revenue beat is nice, but that EV gross profit miss is the part I care about more. Smartphone share gains help, yet margins still look squeezed"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":597718483841048,"gmtCreate":1786935847459,"gmtModify":1786936466159,"author":{"id":"4249599930403112","authorId":"4249599930403112","name":"Talia_z","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4249599930403112","authorIdStr":"4249599930403112"},"themes":[],"title":"Baidu Earnings Preview: Can AI Drive a Turnaround in Performance?","htmlText":"Baidu is set to release its second-quarter earnings report after the Hong Kong market closes on August 18. According to analyst estimates, Baidu’s revenue for the second quarter of 2026 is expected to reach RMB 31.587 billion, while adjusted EPS is estimated at RMB 1.218. <a target=\"_blank\" href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/BIDU\">$Baidu(BIDU)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/89888\">$BIDU-SWR(89888)$</a> Baidu’s share price has been volatile recently, with the stock trending downward since early August. With the earnings release approaching, the market will focus on Baidu’s profitability and whether its traditional search advertising and AI businesses can maintain growth amid intensifying competiti","listText":"Baidu is set to release its second-quarter earnings report after the Hong Kong market closes on August 18. According to analyst estimates, Baidu’s revenue for the second quarter of 2026 is expected to reach RMB 31.587 billion, while adjusted EPS is estimated at RMB 1.218. <a target=\"_blank\" href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/BIDU\">$Baidu(BIDU)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/89888\">$BIDU-SWR(89888)$</a> Baidu’s share price has been volatile recently, with the stock trending downward since early August. With the earnings release approaching, the market will focus on Baidu’s profitability and whether its traditional search advertising and AI businesses can maintain growth amid intensifying competiti","text":"Baidu is set to release its second-quarter earnings report after the Hong Kong market closes on August 18. According to analyst estimates, Baidu’s revenue for the second quarter of 2026 is expected to reach RMB 31.587 billion, while adjusted EPS is estimated at RMB 1.218. $BIDU-SW(09888)$ $Baidu(BIDU)$ $BIDU-SWR(89888)$ Baidu’s share price has been volatile recently, with the stock trending downward since early August. With the earnings release approaching, the market will focus on Baidu’s profitability and whether its traditional search advertising and AI businesses can maintain growth amid intensifying competiti","images":[{"img":"https://community-static.tradeup.com/news/a1186d2bcb48c777403a0e5b20e8723f","width":"1280","height":"341"},{"img":"https://community-static.tradeup.com/news/5f38ab1e6835e09b61b036c2374afee2","width":"1280","height":"597"},{"img":"https://community-static.tradeup.com/news/7c304aa1060ae5a5025c4a30631c6a1a","width":"1062","height":"192"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":150,"commentSize":0,"repostSize":12,"link":"https://ttm.financial/post/597718483841048","isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":596313685509216,"gmtCreate":1786611082683,"gmtModify":1786611085633,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"cisco","listText":"cisco","text":"cisco","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596313685509216","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593430760613328,"gmtCreate":1785906970747,"gmtModify":1785910363669,"author":{"id":"4172323236375242","authorId":"4172323236375242","name":"InvestToRetire","avatar":"https://community-static.tradeup.com/news/8d70dd9ca2f57b29c925c8b6753b8061","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172323236375242","authorIdStr":"4172323236375242"},"themes":[],"title":"","htmlText":"I am expecting SPACEX to fall below 100 as the CapEx needed is a lot and don't think there is a clear idea on how much more money is needed. SpaceX also raised bonds yo get more money immediately after a expensive IPO launch. So until capex number seems to go down quarter over quarter and seems steady until then I think the stock will be choppy and I think will go below 100.&nbsp;","listText":"I am expecting SPACEX to fall below 100 as the CapEx needed is a lot and don't think there is a clear idea on how much more money is needed. SpaceX also raised bonds yo get more money immediately after a expensive IPO launch. So until capex number seems to go down quarter over quarter and seems steady until then I think the stock will be choppy and I think will go below 100.&nbsp;","text":"I am expecting SPACEX to fall below 100 as the CapEx needed is a lot and don't think there is a clear idea on how much more money is needed. SpaceX also raised bonds yo get more money immediately after a expensive IPO launch. So until capex number seems to go down quarter over quarter and seems steady until then I think the stock will be choppy and I think will go below 100.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593430760613328","repostId":"2657656978","repostType":2,"repost":{"id":"2657656978","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1785884477,"share":"https://ttm.financial/m/news/2657656978?lang=en_US&edition=fundamental","pubTime":"2026-08-05 07:01","market":"nz","language":"en","title":"SpaceX Stock Falls 6% in Extended Trading as Its Capex Balloon to $18.4 Billion from $2.83 Billion a Year Earlier","url":"https://stock-news.laohu8.com/highlight/detail?id=2657656978","media":"Reuters","summary":"UPDATE 4-SpaceX quarterly revenue jumps in debut results as satellite, AI businesses surgeAug 4 (Reuters)-SpaceXSPCX.Osaid on Tuesday that quarterly revenue nearly doubled and operating losses narrowe","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SPCX\">SpaceX</a> said on Tuesday that quarterly revenue nearly doubled and operating losses narrowed sharply in its first earnings report since going public, buoyed by strong growth in its Starlink satellite-internet and AI businesses.</p><p style=\"text-align: left;\">But the company&#39;s capital expenditures ballooned to more than $18 billion from $2.83 billion a year earlier, and finance boss Bret Johnsen said he expected capital spending would be similar for the next couple of quarters.</p><p style=\"text-align: left;\">SpaceX shares fell over 6% in after-hours trading. The stock rose 9.4% in regular trade ahead of the publication of results.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d3bc11024175ddb3831a4345d71c0816\" data-align=\"center\" tg-width=\"764\" tg-height=\"615\"/><span></span></p><p style=\"text-align: left;\">The company, led by Elon Musk, reported April-June revenue of $7.8 billion, compared with $4.1 billion a year earlier, beating expectations of $6.93 billion, according to LSEG data. Starlink revenue, which accounted for over half of total revenue, rose 66%, and revenue from SpaceX&#39;s AI business — which Musk has pitched as the company&#39;s future growth driver — surged about 250%.</p><p style=\"text-align: left;\">&#34;We&#39;re building AI compute capacity at scale faster than anyone else, we believe, and we&#39;re significantly improving our AI models,&#34; Musk said on a post-earnings call.</p><p style=\"text-align: left;\">AI operating losses narrowed, as did total operating losses, to $143 million from $970 million. Operating income at Starlink swelled 79%.</p><p style=\"text-align: left;\">The company&#39;s stock has declined 8% since its record-breaking initial public offering in June that valued the company at about $1.75 trillion. The stock could face additional pressure from the expiry of SpaceX&#39;s post-IPO lock-up period starting on Thursday, which may unleash a wave of insider and early-investor shares on the market.</p><p style=\"text-align: left;\">STARLINK, CONNECTIVITY DRIVE SPACEX</p><p style=\"text-align: left;\">SpaceX President Gwynne Shotwell said she expected SpaceX to snatch “quite a few&#34; of T-Mobile, AT&amp;T and Verizon customers with the Starlink business, and aims to build out ground-based infrastructure to complement its satellite network for &#34;a true mobile service.&#34; Shares in the telecom companies fell after hours.</p><p style=\"text-align: left;\">Starlink and SpaceX&#39;s broader connectivity operations remain the company&#39;s primary financial engine, underpinning Musk&#39;s push to build an AI-first business that extends beyond renting compute capacity to developing frontier models, consumer and enterprise software, and, eventually, data centers in space. But critics have argued that the strategy of using Starlink&#39;s profits to bankroll the AI business and Starship launch operations until they can stand on their own is unsustainable.</p><p style=\"text-align: left;\">&#34;That&#39;s a tremendous upside surprise today alone, the fact that AI is already monetizing itself. They&#39;re not relying on Starlink to fund operations there. I think that&#39;s a huge part of the story,&#34; said Brian Mulberry, chief market strategist at Zacks Investment Management.</p><p style=\"text-align: left;\">The company&#39;s satellite-internet unit has continued to expand its global subscriber base, aided by launches of additional satellites and a growing range of consumer, enterprise, aviation, maritime and government services.</p><p style=\"text-align: left;\">But average revenue per subscriber slumped 22% from a year earlier as SpaceX entered more international markets and rolled out lower-priced plans even as subscribers doubled to 12 million.</p><p style=\"text-align: left;\">SpaceX&#39;s AI business, which includes xAI, Grok, social media platform X, and a rapidly expanding data center operation, has been its biggest area of investment. The business is generating revenue from compute contracts with Anthropic, Alphabet&#39;s Google and Reflection AI, though a portion of its recurring revenue has yet to be recognized.</p><p style=\"text-align: left;\">SpaceX sharply increased capital spending on AI, pouring in $15.83 billion in the second quarter ended June 30, from $749 million a year earlier.</p><p style=\"text-align: left;\">SPACE REVENUE JUMPS</p><p style=\"text-align: left;\">Starship, SpaceX&#39;s next-generation reusable rocket system, is yet to enter commercial service but is expected to enable deployment of higher-bandwidth Starlink satellites and orbital AI-computing infrastructure.</p><p style=\"text-align: left;\">Space revenue grew 29% year over year.</p><p style=\"text-align: left;\">The company&#39;s ability to turn Starship into a reliably reusable vehicle is central to its longer-term strategy. Investors have closely watched for updates on testing progress, launch cadence, reusability milestones and the vehicle&#39;s satellite-deployment capabilities.</p><p style=\"text-align: left;\">Separately, SpaceX said it had partnered with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O to use its chips in the Starmind AI1 orbital compute satellites.</p><p style=\"text-align: left;\">The space segment, which includes commercial launches, government missions and development of Starship, remains a significant source of costs and uncertainty.</p><p style=\"text-align: left;\">While launch activity for Falcon — SpaceX&#39;s partially reusable workhorse rocket — has remained robust, revenue can vary with the mix of internal Starlink deployments, commercial customer missions and government contracts.</p><p style=\"text-align: left;\">In recent years, SpaceX has increasingly prioritized launches for its own satellite network over third-party payloads, while continuing to absorb significant costs tied to Starship&#39;s development.</p><p style=\"text-align: left;\">Investors will also be keen to hear Musk&#39;s comments on a scheduled conference call about a potential merger between SpaceX and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> after a Wall Street Journal report last week that executives at his electric-vehicle company had been told to prepare for a separation of its China business ahead of a potential deal.</p><p style=\"text-align: left;\">Musk dismissed the report as &#34;fake news,&#34; but he had previously declined to rule out the possibility, citing growing overlap between the companies.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SpaceX Stock Falls 6% in Extended Trading as Its Capex Balloon to $18.4 Billion from $2.83 Billion a Year Earlier</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpaceX Stock Falls 6% in Extended Trading as Its Capex Balloon to $18.4 Billion from $2.83 Billion a Year Earlier\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-05 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SPCX\">SpaceX</a> said on Tuesday that quarterly revenue nearly doubled and operating losses narrowed sharply in its first earnings report since going public, buoyed by strong growth in its Starlink satellite-internet and AI businesses.</p><p style=\"text-align: left;\">But the company&#39;s capital expenditures ballooned to more than $18 billion from $2.83 billion a year earlier, and finance boss Bret Johnsen said he expected capital spending would be similar for the next couple of quarters.</p><p style=\"text-align: left;\">SpaceX shares fell over 6% in after-hours trading. The stock rose 9.4% in regular trade ahead of the publication of results.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d3bc11024175ddb3831a4345d71c0816\" data-align=\"center\" tg-width=\"764\" tg-height=\"615\"/><span></span></p><p style=\"text-align: left;\">The company, led by Elon Musk, reported April-June revenue of $7.8 billion, compared with $4.1 billion a year earlier, beating expectations of $6.93 billion, according to LSEG data. Starlink revenue, which accounted for over half of total revenue, rose 66%, and revenue from SpaceX&#39;s AI business — which Musk has pitched as the company&#39;s future growth driver — surged about 250%.</p><p style=\"text-align: left;\">&#34;We&#39;re building AI compute capacity at scale faster than anyone else, we believe, and we&#39;re significantly improving our AI models,&#34; Musk said on a post-earnings call.</p><p style=\"text-align: left;\">AI operating losses narrowed, as did total operating losses, to $143 million from $970 million. Operating income at Starlink swelled 79%.</p><p style=\"text-align: left;\">The company&#39;s stock has declined 8% since its record-breaking initial public offering in June that valued the company at about $1.75 trillion. The stock could face additional pressure from the expiry of SpaceX&#39;s post-IPO lock-up period starting on Thursday, which may unleash a wave of insider and early-investor shares on the market.</p><p style=\"text-align: left;\">STARLINK, CONNECTIVITY DRIVE SPACEX</p><p style=\"text-align: left;\">SpaceX President Gwynne Shotwell said she expected SpaceX to snatch “quite a few&#34; of T-Mobile, AT&amp;T and Verizon customers with the Starlink business, and aims to build out ground-based infrastructure to complement its satellite network for &#34;a true mobile service.&#34; Shares in the telecom companies fell after hours.</p><p style=\"text-align: left;\">Starlink and SpaceX&#39;s broader connectivity operations remain the company&#39;s primary financial engine, underpinning Musk&#39;s push to build an AI-first business that extends beyond renting compute capacity to developing frontier models, consumer and enterprise software, and, eventually, data centers in space. But critics have argued that the strategy of using Starlink&#39;s profits to bankroll the AI business and Starship launch operations until they can stand on their own is unsustainable.</p><p style=\"text-align: left;\">&#34;That&#39;s a tremendous upside surprise today alone, the fact that AI is already monetizing itself. They&#39;re not relying on Starlink to fund operations there. I think that&#39;s a huge part of the story,&#34; said Brian Mulberry, chief market strategist at Zacks Investment Management.</p><p style=\"text-align: left;\">The company&#39;s satellite-internet unit has continued to expand its global subscriber base, aided by launches of additional satellites and a growing range of consumer, enterprise, aviation, maritime and government services.</p><p style=\"text-align: left;\">But average revenue per subscriber slumped 22% from a year earlier as SpaceX entered more international markets and rolled out lower-priced plans even as subscribers doubled to 12 million.</p><p style=\"text-align: left;\">SpaceX&#39;s AI business, which includes xAI, Grok, social media platform X, and a rapidly expanding data center operation, has been its biggest area of investment. The business is generating revenue from compute contracts with Anthropic, Alphabet&#39;s Google and Reflection AI, though a portion of its recurring revenue has yet to be recognized.</p><p style=\"text-align: left;\">SpaceX sharply increased capital spending on AI, pouring in $15.83 billion in the second quarter ended June 30, from $749 million a year earlier.</p><p style=\"text-align: left;\">SPACE REVENUE JUMPS</p><p style=\"text-align: left;\">Starship, SpaceX&#39;s next-generation reusable rocket system, is yet to enter commercial service but is expected to enable deployment of higher-bandwidth Starlink satellites and orbital AI-computing infrastructure.</p><p style=\"text-align: left;\">Space revenue grew 29% year over year.</p><p style=\"text-align: left;\">The company&#39;s ability to turn Starship into a reliably reusable vehicle is central to its longer-term strategy. Investors have closely watched for updates on testing progress, launch cadence, reusability milestones and the vehicle&#39;s satellite-deployment capabilities.</p><p style=\"text-align: left;\">Separately, SpaceX said it had partnered with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O to use its chips in the Starmind AI1 orbital compute satellites.</p><p style=\"text-align: left;\">The space segment, which includes commercial launches, government missions and development of Starship, remains a significant source of costs and uncertainty.</p><p style=\"text-align: left;\">While launch activity for Falcon — SpaceX&#39;s partially reusable workhorse rocket — has remained robust, revenue can vary with the mix of internal Starlink deployments, commercial customer missions and government contracts.</p><p style=\"text-align: left;\">In recent years, SpaceX has increasingly prioritized launches for its own satellite network over third-party payloads, while continuing to absorb significant costs tied to Starship&#39;s development.</p><p style=\"text-align: left;\">Investors will also be keen to hear Musk&#39;s comments on a scheduled conference call about a potential merger between SpaceX and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> after a Wall Street Journal report last week that executives at his electric-vehicle company had been told to prepare for a separation of its China business ahead of a potential deal.</p><p style=\"text-align: left;\">Musk dismissed the report as &#34;fake news,&#34; but he had previously declined to rule out the possibility, citing growing overlap between the companies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GAMR":"Amplify Video Game Leaders ETF","SPCM":"2倍做多SpaceX ETF-Tradr","VT":"世界全股市ETF-Vanguard","SPCQ":"2倍做空SpaceX ETF-Defiance","MARS":"Roundhill Space & Technology ETF","CNEQ":"Alger Concentrated Equity ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCU":"2倍做多SpaceX ETF-Defiance","FDRV":"Fidelity Electric Vehicles and Future Transportation ETF","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","SNK":"2倍做空SpaceX ETF-GraniteShares","ABFL":"ABACUS FCF LEADERS ETF","SPAL":"2倍做多Space X ETF-GraniteShares","USXF":"iShares ESG Advanced MSCI USA ETF","SPCF":"2倍做多SpaceX ETF-ProShares","AIFD":"TCW Artificial Intelligence ETF","TYLG":"GLOBAL X INFORMATION TECHNOLOGY COVERED CALL & GROWTH ETF","CMAG":"Corgi Mag 7 ETF","GXPC":"Global X PureCap MSCI Communication Services ETF","SPCG":"2倍做空SpaceX ETF-Tradr","VGT":"信息技术ETF-Vanguard","CHPX":"Global X AI Semiconductor & Quantum ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","XLC":"Communication Services Select Sector SPDR Fund","OGIG":"ALPS O'Shares Global Internet Giants ETF","FDTX":"Fidelity Disruptive Technology ETF","LOFF":"2倍做多SpaceX ETF-Direxion","SPAX":"2倍做多SPACEX ETF-T-REX","WANT":"Direxion Daily Consumer Discretionary Bull 3x Shares","SPTE":"SP FUNDS S&P GLOBAL TECHNOLOGY ETF","WSPC":"WisdomTree Space Economy UCITS ETF","USD":"ProShares Ultra Semiconductors","CLSE":"Convergence Long/Short Equity ETF","JGRO":"Jpmorgan Active Growth ETF","AGOX":"Adaptive Alpha Opportunities ETF","XLK":"高科技指数ETF-SPDR","WARP":"VanEck Space ETF","ORBX":"Global X Space Tech ETF","SPCX":"SPAC and New Issue ETF","WATS":"Corgi Battery Energy Storage Systems ETF"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260804:nL4N4411XL:3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657656978","content_text":"SpaceX said on Tuesday that quarterly revenue nearly doubled and operating losses narrowed sharply in its first earnings report since going public, buoyed by strong growth in its Starlink satellite-internet and AI businesses.But the company's capital expenditures ballooned to more than $18 billion from $2.83 billion a year earlier, and finance boss Bret Johnsen said he expected capital spending would be similar for the next couple of quarters.SpaceX shares fell over 6% in after-hours trading. The stock rose 9.4% in regular trade ahead of the publication of results.The company, led by Elon Musk, reported April-June revenue of $7.8 billion, compared with $4.1 billion a year earlier, beating expectations of $6.93 billion, according to LSEG data. Starlink revenue, which accounted for over half of total revenue, rose 66%, and revenue from SpaceX's AI business — which Musk has pitched as the company's future growth driver — surged about 250%.\"We're building AI compute capacity at scale faster than anyone else, we believe, and we're significantly improving our AI models,\" Musk said on a post-earnings call.AI operating losses narrowed, as did total operating losses, to $143 million from $970 million. Operating income at Starlink swelled 79%.The company's stock has declined 8% since its record-breaking initial public offering in June that valued the company at about $1.75 trillion. The stock could face additional pressure from the expiry of SpaceX's post-IPO lock-up period starting on Thursday, which may unleash a wave of insider and early-investor shares on the market.STARLINK, CONNECTIVITY DRIVE SPACEXSpaceX President Gwynne Shotwell said she expected SpaceX to snatch “quite a few\" of T-Mobile, AT&T and Verizon customers with the Starlink business, and aims to build out ground-based infrastructure to complement its satellite network for \"a true mobile service.\" Shares in the telecom companies fell after hours.Starlink and SpaceX's broader connectivity operations remain the company's primary financial engine, underpinning Musk's push to build an AI-first business that extends beyond renting compute capacity to developing frontier models, consumer and enterprise software, and, eventually, data centers in space. But critics have argued that the strategy of using Starlink's profits to bankroll the AI business and Starship launch operations until they can stand on their own is unsustainable.\"That's a tremendous upside surprise today alone, the fact that AI is already monetizing itself. They're not relying on Starlink to fund operations there. I think that's a huge part of the story,\" said Brian Mulberry, chief market strategist at Zacks Investment Management.The company's satellite-internet unit has continued to expand its global subscriber base, aided by launches of additional satellites and a growing range of consumer, enterprise, aviation, maritime and government services.But average revenue per subscriber slumped 22% from a year earlier as SpaceX entered more international markets and rolled out lower-priced plans even as subscribers doubled to 12 million.SpaceX's AI business, which includes xAI, Grok, social media platform X, and a rapidly expanding data center operation, has been its biggest area of investment. The business is generating revenue from compute contracts with Anthropic, Alphabet's Google and Reflection AI, though a portion of its recurring revenue has yet to be recognized.SpaceX sharply increased capital spending on AI, pouring in $15.83 billion in the second quarter ended June 30, from $749 million a year earlier.SPACE REVENUE JUMPSStarship, SpaceX's next-generation reusable rocket system, is yet to enter commercial service but is expected to enable deployment of higher-bandwidth Starlink satellites and orbital AI-computing infrastructure.Space revenue grew 29% year over year.The company's ability to turn Starship into a reliably reusable vehicle is central to its longer-term strategy. Investors have closely watched for updates on testing progress, launch cadence, reusability milestones and the vehicle's satellite-deployment capabilities.Separately, SpaceX said it had partnered with Nvidia NVDA.O to use its chips in the Starmind AI1 orbital compute satellites.The space segment, which includes commercial launches, government missions and development of Starship, remains a significant source of costs and uncertainty.While launch activity for Falcon — SpaceX's partially reusable workhorse rocket — has remained robust, revenue can vary with the mix of internal Starlink deployments, commercial customer missions and government contracts.In recent years, SpaceX has increasingly prioritized launches for its own satellite network over third-party payloads, while continuing to absorb significant costs tied to Starship's development.Investors will also be keen to hear Musk's comments on a scheduled conference call about a potential merger between SpaceX and Tesla after a Wall Street Journal report last week that executives at his electric-vehicle company had been told to prepare for a separation of its China business ahead of a potential deal.Musk dismissed the report as \"fake news,\" but he had previously declined to rule out the possibility, citing growing overlap between the companies.","news_type":1,"symbols_score_info":{"SPCX":2,"WARP":0.6,"SPAL":0.6,"ORBX":0.6,"SPTE":0.6,"XLC":0.6,"ABFL":0.6,"TYLG":0.6,"FDTX":0.6,"SPCQ":0.6,"SPCU":0.6,"FDRV":0.6,"WANT":0.6,"AIFD":0.6,"SPCH":0.6,"WATS":0.6,"WSPC":0.6,"USD":0.6,"AIPI":0.6,"VGT":0.6,"JGRO":0.6,"USXF":0.6,"CMAG":0.6,"GAMR":0.6,"LOFF":0.6,"MARS":0.6,"SPCM":0.6,"SNK":0.6,"OGIG":0.6,"SPCF":0.6,"CHAT":0.6,"AGOX":0.6,"GXPC":0.6,"SPAX":0.6,"CLSE":0.6,"SPCG":0.6,"XLK":0.6,"VT":0.6,"SSPC":0.6,"CHPX":0.6,"CNEQ":0.6}},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593347540313456,"gmtCreate":1785886649790,"gmtModify":1785886653031,"author":{"id":"3569141107336011","authorId":"3569141107336011","name":"c0bra36","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569141107336011","authorIdStr":"3569141107336011"},"themes":[],"title":"","htmlText":"AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.&nbsp;","listText":"AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.&nbsp;","text":"AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593347540313456","repostId":"2657564894","repostType":2,"repost":{"id":"2657564894","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1785874809,"share":"https://ttm.financial/m/news/2657564894?lang=en_US&edition=fundamental","pubTime":"2026-08-05 04:20","market":"nz","language":"en","title":"AMD Forecasts Upbeat Revenue on Strong AI Chip Demand, but Shares Fall 9% on Lofty Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=2657564894","media":"Reuters","summary":"UPDATE 2-AMD forecasts upbeat revenue on strong AI chip demand, but shares fall on lofty expectationsAug 4 (Reuters)-AMDAMD.Oforecast quarterly revenue above Wall Street estimates on Tuesday, banking ","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/AMD\">AMD</a> forecast quarterly revenue above Wall Street estimates on Tuesday, banking on strong demand for its chips from massive data-center capacity expansions to power AI technologies.</p><p style=\"text-align: left;\">Yet, its shares fell about 9% in extended trading, suggesting that investors were looking for an even stronger outlook after the stock more than doubled this year spurred on by AI optimism.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cf9d376c08a285243329728e4aae2708\" data-align=\"center\" tg-width=\"777\" tg-height=\"615\"/><span></span></p><p style=\"text-align: left;\">&#34;AMD is now in a similar position to <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and the hyperscalers, where investors are looking for evidence that AI infrastructure investments will continue translating into accelerating returns,&#34; said Jacob Bourne, an analyst at Emarketer.</p><p style=\"text-align: left;\">The Santa Clara, California-based company is regarded as chip giant Nvidia&#39;s closest rival in the market for graphics processing units, as major technology companies and governments worldwide ramp up spending on AI infrastructure.</p><p style=\"text-align: left;\">It has stepped up its AI product launches and moved beyond selling individual chips to offering AI systems that combine processors, networking gear and related hardware, giving customers an integrated AI infrastructure option and allowing it to better rival Nvidia&#39;s rack-scale offerings.</p><p style=\"text-align: left;\">AMD expects third-quarter revenue of about $13 billion, plus or minus $300 million, while analysts estimate $12.52 billion, according to data compiled by LSEG.</p><p style=\"text-align: left;\">Its expects adjusted gross margin to be about 56%, largely in line with estimates.</p><p style=\"text-align: left;\">The forecast suggests that AMD&#39;s multi-billion dollar investments to challenge chip giant Nvidia&#39;s dominance in the market for AI chips are beginning to pay off, with sales of its data-center processors accelerating sharply.</p><p style=\"text-align: left;\">While GPUs dominate heavy AI training, AMD is also benefiting from growing demand for central processing units, which are used alongside pricey graphics processors in servers. This has helped AMD capture market share from Intel.</p><p style=\"text-align: left;\">AMD&#39;s second-quarter revenue jumped 50% to $11.54 billion, beating the estimate of $11.28 billion. Data-center revenue more than doubled to $6.72 billion, also exceeding expectations of $6.48 billion.</p><p style=\"text-align: left;\">Adjusted profit of $1.66 per share surpassed the estimated $1.62.</p><p style=\"text-align: left;\">At AMD&#39;s AI event in July, CEO Lisa Su said the company&#39;s second-generation Helios AI servers, featuring the MI455X AI accelerator and &#34;Venice&#34; processor made by TSMC, are in full production and would begin shipping in the coming months.</p><p style=\"text-align: left;\">Supply, however, is constrained by AMD&#39;s reliance on TSMC, the world&#39;s largest contract chipmaker, where tight advanced packaging capacity continues to be a key hurdle.</p><p style=\"text-align: left;\">AMD has also secured major customers and infrastructure agreements in recent months, as it races to expand its AI business.</p><p style=\"text-align: left;\">About two weeks ago, it agreed to sell Anthropic tens of billions of dollars worth of AI servers powered by up to 2 gigawatts of MI450 chips from early 2027, and invest up to $5 billion in the IPO-bound Claude maker, contingent on deployment milestones.</p><p style=\"text-align: left;\">The company has also locked in up to 2.5 GW of data center capacity through a deal with <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a>, while gaining warrants to purchase the company&#39;s stock.</p><p style=\"text-align: left;\">AMD&#39;s client and gaming segment, which caters to consumer hardware, saw sales of $3.84 billion in the second quarter, above estimates of $3.78 billion.</p><p style=\"text-align: left;\">Analysts have said weakness in the PC market, memory supply constraints and rising memory costs could weigh on demand and margins.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Forecasts Upbeat Revenue on Strong AI Chip Demand, but Shares Fall 9% on Lofty Expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Forecasts Upbeat Revenue on Strong AI Chip Demand, but Shares Fall 9% on Lofty Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-05 04:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/AMD\">AMD</a> forecast quarterly revenue above Wall Street estimates on Tuesday, banking on strong demand for its chips from massive data-center capacity expansions to power AI technologies.</p><p style=\"text-align: left;\">Yet, its shares fell about 9% in extended trading, suggesting that investors were looking for an even stronger outlook after the stock more than doubled this year spurred on by AI optimism.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cf9d376c08a285243329728e4aae2708\" data-align=\"center\" tg-width=\"777\" tg-height=\"615\"/><span></span></p><p style=\"text-align: left;\">&#34;AMD is now in a similar position to <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and the hyperscalers, where investors are looking for evidence that AI infrastructure investments will continue translating into accelerating returns,&#34; said Jacob Bourne, an analyst at Emarketer.</p><p style=\"text-align: left;\">The Santa Clara, California-based company is regarded as chip giant Nvidia&#39;s closest rival in the market for graphics processing units, as major technology companies and governments worldwide ramp up spending on AI infrastructure.</p><p style=\"text-align: left;\">It has stepped up its AI product launches and moved beyond selling individual chips to offering AI systems that combine processors, networking gear and related hardware, giving customers an integrated AI infrastructure option and allowing it to better rival Nvidia&#39;s rack-scale offerings.</p><p style=\"text-align: left;\">AMD expects third-quarter revenue of about $13 billion, plus or minus $300 million, while analysts estimate $12.52 billion, according to data compiled by LSEG.</p><p style=\"text-align: left;\">Its expects adjusted gross margin to be about 56%, largely in line with estimates.</p><p style=\"text-align: left;\">The forecast suggests that AMD&#39;s multi-billion dollar investments to challenge chip giant Nvidia&#39;s dominance in the market for AI chips are beginning to pay off, with sales of its data-center processors accelerating sharply.</p><p style=\"text-align: left;\">While GPUs dominate heavy AI training, AMD is also benefiting from growing demand for central processing units, which are used alongside pricey graphics processors in servers. This has helped AMD capture market share from Intel.</p><p style=\"text-align: left;\">AMD&#39;s second-quarter revenue jumped 50% to $11.54 billion, beating the estimate of $11.28 billion. Data-center revenue more than doubled to $6.72 billion, also exceeding expectations of $6.48 billion.</p><p style=\"text-align: left;\">Adjusted profit of $1.66 per share surpassed the estimated $1.62.</p><p style=\"text-align: left;\">At AMD&#39;s AI event in July, CEO Lisa Su said the company&#39;s second-generation Helios AI servers, featuring the MI455X AI accelerator and &#34;Venice&#34; processor made by TSMC, are in full production and would begin shipping in the coming months.</p><p style=\"text-align: left;\">Supply, however, is constrained by AMD&#39;s reliance on TSMC, the world&#39;s largest contract chipmaker, where tight advanced packaging capacity continues to be a key hurdle.</p><p style=\"text-align: left;\">AMD has also secured major customers and infrastructure agreements in recent months, as it races to expand its AI business.</p><p style=\"text-align: left;\">About two weeks ago, it agreed to sell Anthropic tens of billions of dollars worth of AI servers powered by up to 2 gigawatts of MI450 chips from early 2027, and invest up to $5 billion in the IPO-bound Claude maker, contingent on deployment milestones.</p><p style=\"text-align: left;\">The company has also locked in up to 2.5 GW of data center capacity through a deal with <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a>, while gaining warrants to purchase the company&#39;s stock.</p><p style=\"text-align: left;\">AMD&#39;s client and gaming segment, which caters to consumer hardware, saw sales of $3.84 billion in the second quarter, above estimates of $3.78 billion.</p><p style=\"text-align: left;\">Analysts have said weakness in the PC market, memory supply constraints and rising memory costs could weigh on demand and margins.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAI":"iShares A.I. 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US Equity Sustainability Leaders A Acc USD","WUGI":"AXS Esoterica NextG Economy ETF","PSI":"INVESCO SEMICONDUCTORS ETF","AMDD":"1倍做空AMD ETF-Direxion","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","AMDG":"2倍做多AMD ETF- Leverage Shares","AMDL":"2倍做多AMD ETF-GraniteShares","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4573":"虚拟现实","AMDS":"GRANITESHARES 1X SHORT AMD DAILY ETF","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","AMDU":"Defiance Leveraged Long + Income AMD ETF"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260804:nL6N4411CH:2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657564894","content_text":"AMD forecast quarterly revenue above Wall Street estimates on Tuesday, banking on strong demand for its chips from massive data-center capacity expansions to power AI technologies.Yet, its shares fell about 9% in extended trading, suggesting that investors were looking for an even stronger outlook after the stock more than doubled this year spurred on by AI optimism.\"AMD is now in a similar position to Nvidia and the hyperscalers, where investors are looking for evidence that AI infrastructure investments will continue translating into accelerating returns,\" said Jacob Bourne, an analyst at Emarketer.The Santa Clara, California-based company is regarded as chip giant Nvidia's closest rival in the market for graphics processing units, as major technology companies and governments worldwide ramp up spending on AI infrastructure.It has stepped up its AI product launches and moved beyond selling individual chips to offering AI systems that combine processors, networking gear and related hardware, giving customers an integrated AI infrastructure option and allowing it to better rival Nvidia's rack-scale offerings.AMD expects third-quarter revenue of about $13 billion, plus or minus $300 million, while analysts estimate $12.52 billion, according to data compiled by LSEG.Its expects adjusted gross margin to be about 56%, largely in line with estimates.The forecast suggests that AMD's multi-billion dollar investments to challenge chip giant Nvidia's dominance in the market for AI chips are beginning to pay off, with sales of its data-center processors accelerating sharply.While GPUs dominate heavy AI training, AMD is also benefiting from growing demand for central processing units, which are used alongside pricey graphics processors in servers. This has helped AMD capture market share from Intel.AMD's second-quarter revenue jumped 50% to $11.54 billion, beating the estimate of $11.28 billion. Data-center revenue more than doubled to $6.72 billion, also exceeding expectations of $6.48 billion.Adjusted profit of $1.66 per share surpassed the estimated $1.62.At AMD's AI event in July, CEO Lisa Su said the company's second-generation Helios AI servers, featuring the MI455X AI accelerator and \"Venice\" processor made by TSMC, are in full production and would begin shipping in the coming months.Supply, however, is constrained by AMD's reliance on TSMC, the world's largest contract chipmaker, where tight advanced packaging capacity continues to be a key hurdle.AMD has also secured major customers and infrastructure agreements in recent months, as it races to expand its AI business.About two weeks ago, it agreed to sell Anthropic tens of billions of dollars worth of AI servers powered by up to 2 gigawatts of MI450 chips from early 2027, and invest up to $5 billion in the IPO-bound Claude maker, contingent on deployment milestones.The company has also locked in up to 2.5 GW of data center capacity through a deal with Core Scientific, while gaining warrants to purchase the company's stock.AMD's client and gaming segment, which caters to consumer hardware, saw sales of $3.84 billion in the second quarter, above estimates of $3.78 billion.Analysts have said weakness in the PC market, memory supply constraints and rising memory costs could weigh on demand and margins.","news_type":1,"symbols_score_info":{"GAMR":0.6,"XNTK":0.6,"DAMD":0.6,"AMDL":0.6,"AMD":1.97,"USXF":0.6,"AMDD":0.6,"FTXL":0.6,"AIQ":0.6,"WISE":0.6,"ILDR":0.6,"AMDY":0.6,"PSI":0.6,"TRFK":0.6,"ARTY":0.6,"FAI":0.6,"AMDS":0.6,"TEK":0.6,"WUGI":0.6,"SOXY":0.6,"AMDG":0.6,"CHPS":0.6,"AMUU":0.6,"TTEQ":0.6,"BAI":0.6,"SOXX":0.6,"AMDW":0.6,"AMDU":0.6,"CHAT":0.6,"CNAV":0.6,"AIS":0.6,"LEGR":0.6,"AMYY":0.6,"IETC":0.6,"QQQA":0.6,"SMHX":0.6,"SMH":0.6}},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593136435733024,"gmtCreate":1785835179199,"gmtModify":1785835182289,"author":{"id":"4172323236375242","authorId":"4172323236375242","name":"InvestToRetire","avatar":"https://community-static.tradeup.com/news/8d70dd9ca2f57b29c925c8b6753b8061","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172323236375242","authorIdStr":"4172323236375242"},"themes":[],"title":"","htmlText":"Grab is doing well. It has started pilot for autonomous driving in Punggol. Driverless cabs soon across Singapore?","listText":"Grab is doing well. It has started pilot for autonomous driving in Punggol. Driverless cabs soon across Singapore?","text":"Grab is doing well. It has started pilot for autonomous driving in Punggol. Driverless cabs soon across Singapore?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/593136435733024","repostId":"2656300930","repostType":2,"repost":{"id":"2656300930","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1785797948,"share":"https://ttm.financial/m/news/2656300930?lang=en_US&edition=fundamental","pubTime":"2026-08-04 06:59","market":"us","language":"en","title":"Singapore's Grab Lifts 2026 Revenue Forecast on Solid Delivery, Ride-Hailing Demand, Shares Rise 3% After-Hours","url":"https://stock-news.laohu8.com/highlight/detail?id=2656300930","media":"Reuters","summary":"Singapore's $Grab(GRAB)$ raised its annual revenue forecast on Tuesday, betting on stronger demand for its ride-hailing and delivery services, helped by promotional offers and platform expansion...","content":"<html><head></head><body><p style=\"text-align: left;\">Singapore&#39;s <a href=\"https://laohu8.com/S/GRAB\">Grab</a> raised its annual revenue forecast on Tuesday, betting on stronger demand for its ride-hailing and delivery services, helped by promotional offers and platform expansion efforts by the company.</p><p style=\"text-align: left;\">Shares of the Nasdaq-listed company, down over 26% so far this year, rose nearly 3% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/80d5910264a0284f523f990774c197f3\" data-align=\"center\" tg-width=\"765\" tg-height=\"624\"/><span></span></p><p style=\"text-align: left;\">Grab, the biggest ride-hailing and delivery firm in Southeast Asia, also announced a new $750 million share buyback program.</p><p style=\"text-align: left;\">The company has banked on features such as order bundling and a budget-friendly service tier called &#34;Saver&#34; to drive demand in its core ride-hailing and delivery businesses, aiming to win over cost-conscious consumers grappling with higher fuel prices following the Iran war.</p><p style=\"text-align: left;\">The company is also rapidly scaling its grocery delivery operations — one of its fast-growing segments — and financial services business by building out its loan and insurance offerings for riders and merchants on its platform.</p><p style=\"text-align: left;\">Grab now expects total revenue of between $4.10 billion and $4.15 billion for 2026, compared with its prior projection of $4.04 billion to $4.10 billion. Analysts on average expect annual revenue of $4.12 billion, according to data compiled by LSEG.</p><p style=\"text-align: left;\">It reported total revenue of $997 million in the second quarter ended June, up 22% from a year earlier, and above analysts&#39; estimate of $990.8 million.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore's Grab Lifts 2026 Revenue Forecast on Solid Delivery, Ride-Hailing Demand, Shares Rise 3% After-Hours</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore's Grab Lifts 2026 Revenue Forecast on Solid Delivery, Ride-Hailing Demand, Shares Rise 3% After-Hours\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-04 06:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Singapore&#39;s <a href=\"https://laohu8.com/S/GRAB\">Grab</a> raised its annual revenue forecast on Tuesday, betting on stronger demand for its ride-hailing and delivery services, helped by promotional offers and platform expansion efforts by the company.</p><p style=\"text-align: left;\">Shares of the Nasdaq-listed company, down over 26% so far this year, rose nearly 3% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/80d5910264a0284f523f990774c197f3\" data-align=\"center\" tg-width=\"765\" tg-height=\"624\"/><span></span></p><p style=\"text-align: left;\">Grab, the biggest ride-hailing and delivery firm in Southeast Asia, also announced a new $750 million share buyback program.</p><p style=\"text-align: left;\">The company has banked on features such as order bundling and a budget-friendly service tier called &#34;Saver&#34; to drive demand in its core ride-hailing and delivery businesses, aiming to win over cost-conscious consumers grappling with higher fuel prices following the Iran war.</p><p style=\"text-align: left;\">The company is also rapidly scaling its grocery delivery operations — one of its fast-growing segments — and financial services business by building out its loan and insurance offerings for riders and merchants on its platform.</p><p style=\"text-align: left;\">Grab now expects total revenue of between $4.10 billion and $4.15 billion for 2026, compared with its prior projection of $4.04 billion to $4.10 billion. Analysts on average expect annual revenue of $4.12 billion, according to data compiled by LSEG.</p><p style=\"text-align: left;\">It reported total revenue of $997 million in the second quarter ended June, up 22% from a year earlier, and above analysts&#39; estimate of $990.8 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999001135.SGD":"United ASEAN Fund SGD","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU1839390173.USD":"JPM ASEAN EQUITY \"A\" (USD) INC","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU0441851309.USD":"JPM ASEAN EQUITY \"A\" ACC","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","GRAG":"Leverage Shares 2X Long GRAB Daily ETF","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","BK4122":"互联网与直销零售","BK4022":"陆运","BK4230":"旅客陆运","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SG9999013478.USD":"利安新加坡股息基金","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","SG9999002406.SGD":"利安新加坡信托基金","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","GRAB":"Grab Holdings","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260803:nL4N440203:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2656300930","content_text":"Singapore's Grab raised its annual revenue forecast on Tuesday, betting on stronger demand for its ride-hailing and delivery services, helped by promotional offers and platform expansion efforts by the company.Shares of the Nasdaq-listed company, down over 26% so far this year, rose nearly 3% in extended trading.Grab, the biggest ride-hailing and delivery firm in Southeast Asia, also announced a new $750 million share buyback program.The company has banked on features such as order bundling and a budget-friendly service tier called \"Saver\" to drive demand in its core ride-hailing and delivery businesses, aiming to win over cost-conscious consumers grappling with higher fuel prices following the Iran war.The company is also rapidly scaling its grocery delivery operations — one of its fast-growing segments — and financial services business by building out its loan and insurance offerings for riders and merchants on its platform.Grab now expects total revenue of between $4.10 billion and $4.15 billion for 2026, compared with its prior projection of $4.04 billion to $4.10 billion. Analysts on average expect annual revenue of $4.12 billion, according to data compiled by LSEG.It reported total revenue of $997 million in the second quarter ended June, up 22% from a year earlier, and above analysts' estimate of $990.8 million.","news_type":1,"symbols_score_info":{"GRAB":1.98,"GRAG":0.6}},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569809505691000","authorId":"3569809505691000","name":"breAkdaWn","avatar":"https://community-static.tradeup.com/news/4c3676c14de9bfcd6f45bcf7ba4ddb6c","crmLevel":12,"crmLevelSwitch":0,"idStr":"3569809505691000","authorIdStr":"3569809505691000"},"content":"would rather have a cab driver in Singapore!!","text":"would rather have a cab driver in Singapore!!","html":"would rather have a cab driver in Singapore!!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590858155594384,"gmtCreate":1785249143543,"gmtModify":1785249193621,"author":{"id":"4223607693632232","authorId":"4223607693632232","name":"Spondoolees","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4223607693632232","authorIdStr":"4223607693632232"},"themes":[],"title":"","htmlText":"A Warren Buffet favourite. 7% up intra day tho, is it still worth buying?","listText":"A Warren Buffet favourite. 7% up intra day tho, is it still worth buying?","text":"A Warren Buffet favourite. 7% up intra day tho, is it still worth buying?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590858155594384","repostId":"2654337006","repostType":2,"repost":{"id":"2654337006","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1785236575,"share":"https://ttm.financial/m/news/2654337006?lang=en_US&edition=fundamental","pubTime":"2026-07-28 19:02","market":"us","language":"en","title":"Coca-Cola Q2 Adj. EPS $0.97 Beats $0.93 Estimate, Sales $13.400B Beat $13.162B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2654337006","media":"Benzinga Earnings","summary":"Coca-Cola (NYSE:KO) reported quarterly earnings of $0.97 per share which beat the analyst consensus estimate of $0.93 by 4.3 percent. This is a 11.49 percent increase over earnings of $0.87 per share from the same","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/KO\">Coca-Cola</a> reported Q2 earnings of $0.97 per share which beat the analyst consensus estimate of $0.93 by 4.3 percent. This is a 11.49 percent increase over earnings of $0.87 per share from the same period last year.</p><p style=\"text-align: left;\">The company reported quarterly sales of $13.400 billion which beat the analyst consensus estimate of $13.162 billion by 1.81 percent. This is a 7.20 percent increase over sales of $12.500 billion the same period last year.</p><p style=\"text-align: left;\">Coca-Cola raises annual sales, profit forecasts, sees annual revenue at the higher end of previous expectations, betting on strong demand.</p><p style=\"text-align: left;\">Coca-Cola surged over 7% intraday on Tuesday, hitting a record high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/41d95473039f38acaeaff0da26518e1d\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coca-Cola Q2 Adj. EPS $0.97 Beats $0.93 Estimate, Sales $13.400B Beat $13.162B Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCoca-Cola Q2 Adj. EPS $0.97 Beats $0.93 Estimate, Sales $13.400B Beat $13.162B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-07-28 19:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/KO\">Coca-Cola</a> reported Q2 earnings of $0.97 per share which beat the analyst consensus estimate of $0.93 by 4.3 percent. This is a 11.49 percent increase over earnings of $0.87 per share from the same period last year.</p><p style=\"text-align: left;\">The company reported quarterly sales of $13.400 billion which beat the analyst consensus estimate of $13.162 billion by 1.81 percent. This is a 7.20 percent increase over sales of $12.500 billion the same period last year.</p><p style=\"text-align: left;\">Coca-Cola raises annual sales, profit forecasts, sees annual revenue at the higher end of previous expectations, betting on strong demand.</p><p style=\"text-align: left;\">Coca-Cola surged over 7% intraday on Tuesday, hitting a record high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/41d95473039f38acaeaff0da26518e1d\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - 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This is a 11.49 percent increase over earnings of $0.87 per share from the same period last year.The company reported quarterly sales of $13.400 billion which beat the analyst consensus estimate of $13.162 billion by 1.81 percent. This is a 7.20 percent increase over sales of $12.500 billion the same period last year.Coca-Cola raises annual sales, profit forecasts, sees annual revenue at the higher end of previous expectations, betting on strong demand.Coca-Cola surged over 7% intraday on Tuesday, hitting a record high.","news_type":1,"symbols_score_info":{"FTXG":0.6,"XLP":0.6,"UGE":0.6,"TRUO":0.6,"KO":1.98,"PBJ":0.6,"FSTA":0.6,"BREW":0.6}},"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588942691509248,"gmtCreate":1784814943746,"gmtModify":1784814946769,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4135831911794872","authorIdStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a> Sigh..they never learn their lesson","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a> Sigh..they never learn their lesson","text":"$S&P 500(.SPX)$ Sigh..they never learn their lesson","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588942691509248","repostId":"2653938577","repostType":2,"repost":{"id":"2653938577","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1784814086,"share":"https://ttm.financial/m/news/2653938577?lang=en_US&edition=fundamental","pubTime":"2026-07-23 21:41","market":"us","language":"en","title":"Alphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=2653938577","media":"Reuters","summary":"Alphabet's Q2 revenue beats estimates on Cloud, Search strengthOverviewU.S. search and cloud giant's Q2 revenue rose 24% yr/yr, beating analyst expectationsEPS surged 294% to $9.11, driven by net unre","content":"<html><head></head><body><p style=\"text-align: left;\">Alphabet on Wednesday reported its best-ever quarter of growth for its cloud computing division, but faced investor scrutiny after concerns about continued delays to its flagship AI model were aggravated by a $15 billion increase in capital spending ‌plans for 2026.</p><p style=\"text-align: left;\">The search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said on a conference call with analysts. The company said last quarter that it planned to spend between $180 billion and $190 billion this year.</p><p style=\"text-align: left;\">Shares of the company were down about 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5d948a7ee9a27c86fc3e8199258df0b3\" data-align=\"center\" tg-width=\"696\" tg-height=\"618\"/><span></span></p><p style=\"text-align: left;\">&#34;We have increased our capacity quite significantly over the past three years. The demand still outpaces that investment,&#34; Ashkenazi said in justifying the increased spending plans. She added that faster-than-expected delivery of capacity contributed to the hike.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/375e589011816344c05577507ffc54b8\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1080\"/><span></span></p><p style=\"text-align: left;\">Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, driven by strong demand from ⁠AI-hungry enterprises worldwide. Analysts on average expected a 64% increase, according to data compiled by LSEG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ee0a4a0308f899563e8def6ae5619caa\" data-align=\"center\" tg-width=\"731\" tg-height=\"463\"/><span></span></p><p style=\"text-align: left;\">Advertising revenue came in at $81.6 billion compared to estimates of $81.1 billion. Total revenue for the quarter was $119.8 billion, beating the consensus estimate of $116.9 billion.</p><p style=\"text-align: left;\">But, adjusted profit per share of $2.85 fell slightly short of Wall Street projections of $2.89. And the company reported negative free cash flow for the first time in its history, burning $5.9 billion this quarter.</p><p style=\"text-align: left;\">&#34;After a negative cash flow quarter, the new raise in capex does not sit well for Alphabet,&#34; said Thomas Monteiro, senior analyst at Investing.com. &#34;The market&#39;s most reliable cash generators are now spending more than they bring in. As long as revenue keeps accelerating, investors will tolerate it. But capital has a real cost again, and the room for error is shrinking every quarter.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e427ed38fd5a5e5abc26a3ea5aa014ca\" data-align=\"center\" tg-width=\"735\" tg-height=\"483\"/><span></span></p><h4 style=\"text-align: left;\"><strong>MODEL UNCERTAINTY TEMPERS CLOUD GAINS</strong></h4><p style=\"text-align: left;\">While Google Cloud has made Alphabet a big beneficiary of the AI boom, the company&#39;s own AI efforts have lost some steam this year after it <u>delayed</u> the June launch of its next flagship model, Gemini 3.5 Pro.</p><p style=\"text-align: left;\">That has left Google trailing in the AI coding tools market and fueled concerns on Wall Street, especially as Anthropic and OpenAI have ‌consistently rolled ⁠out enterprise-focused upgrades, and Chinese open-source models have also gained strong traction.</p><p style=\"text-align: left;\">During the question-and-answer portion of the earnings call, multiple analysts pressed CEO Sundar Pichai for clarity around whether Google could keep with its rivals at the frontier of model development.</p><p style=\"text-align: left;\">&#34;There are many attributes on which we are still at the frontier. There are areas where we&#39;ve acknowledged we need to improve; coding and agentic coding is an example of that,&#34; Pichai said on the call.</p><p style=\"text-align: left;\">Pichai said that while Google continued to test Gemini 3.5 Pro, it had also started training Gemini 4 and was &#34;applying a lot of our compute and effort in that direction&#34; in order to ⁠remain competitive.</p><p style=\"text-align: left;\">&#34;We are both very committed and very confident of being at the frontier for the next generation,&#34; he said.</p><p style=\"text-align: left;\">Meanwhile, Google began recognizing revenue from direct sales of its TPU chips, which compete with Nvidia&#39;s GPUs, for the first time in the second quarter though the vast majority of revenue from business agreements would come through next year, Ashkenazi said.</p><p style=\"text-align: left;\">The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen ⁠demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.</p><p style=\"text-align: left;\">Big Tech is expected to spend well over $700 billion this year primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year.</p><p style=\"text-align: left;\">Ashkenazi reaffirmed on the call that Alphabet planned another significant ⁠increase to capex in 2027.</p><p style=\"text-align: left;\">Alphabet shares have been among the best performers in the &#34;Magnificent 7&#34; group of stocks this year so far, rising more than 9% through last close. But concerns over the Gemini delays, some high-profile executive departures and regulatory pressures have dragged the stock about 9% lower since the end of April.<br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-07-23 21:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Alphabet on Wednesday reported its best-ever quarter of growth for its cloud computing division, but faced investor scrutiny after concerns about continued delays to its flagship AI model were aggravated by a $15 billion increase in capital spending ‌plans for 2026.</p><p style=\"text-align: left;\">The search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said on a conference call with analysts. The company said last quarter that it planned to spend between $180 billion and $190 billion this year.</p><p style=\"text-align: left;\">Shares of the company were down about 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5d948a7ee9a27c86fc3e8199258df0b3\" data-align=\"center\" tg-width=\"696\" tg-height=\"618\"/><span></span></p><p style=\"text-align: left;\">&#34;We have increased our capacity quite significantly over the past three years. The demand still outpaces that investment,&#34; Ashkenazi said in justifying the increased spending plans. She added that faster-than-expected delivery of capacity contributed to the hike.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/375e589011816344c05577507ffc54b8\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1080\"/><span></span></p><p style=\"text-align: left;\">Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, driven by strong demand from ⁠AI-hungry enterprises worldwide. Analysts on average expected a 64% increase, according to data compiled by LSEG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ee0a4a0308f899563e8def6ae5619caa\" data-align=\"center\" tg-width=\"731\" tg-height=\"463\"/><span></span></p><p style=\"text-align: left;\">Advertising revenue came in at $81.6 billion compared to estimates of $81.1 billion. Total revenue for the quarter was $119.8 billion, beating the consensus estimate of $116.9 billion.</p><p style=\"text-align: left;\">But, adjusted profit per share of $2.85 fell slightly short of Wall Street projections of $2.89. And the company reported negative free cash flow for the first time in its history, burning $5.9 billion this quarter.</p><p style=\"text-align: left;\">&#34;After a negative cash flow quarter, the new raise in capex does not sit well for Alphabet,&#34; said Thomas Monteiro, senior analyst at Investing.com. &#34;The market&#39;s most reliable cash generators are now spending more than they bring in. As long as revenue keeps accelerating, investors will tolerate it. But capital has a real cost again, and the room for error is shrinking every quarter.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e427ed38fd5a5e5abc26a3ea5aa014ca\" data-align=\"center\" tg-width=\"735\" tg-height=\"483\"/><span></span></p><h4 style=\"text-align: left;\"><strong>MODEL UNCERTAINTY TEMPERS CLOUD GAINS</strong></h4><p style=\"text-align: left;\">While Google Cloud has made Alphabet a big beneficiary of the AI boom, the company&#39;s own AI efforts have lost some steam this year after it <u>delayed</u> the June launch of its next flagship model, Gemini 3.5 Pro.</p><p style=\"text-align: left;\">That has left Google trailing in the AI coding tools market and fueled concerns on Wall Street, especially as Anthropic and OpenAI have ‌consistently rolled ⁠out enterprise-focused upgrades, and Chinese open-source models have also gained strong traction.</p><p style=\"text-align: left;\">During the question-and-answer portion of the earnings call, multiple analysts pressed CEO Sundar Pichai for clarity around whether Google could keep with its rivals at the frontier of model development.</p><p style=\"text-align: left;\">&#34;There are many attributes on which we are still at the frontier. There are areas where we&#39;ve acknowledged we need to improve; coding and agentic coding is an example of that,&#34; Pichai said on the call.</p><p style=\"text-align: left;\">Pichai said that while Google continued to test Gemini 3.5 Pro, it had also started training Gemini 4 and was &#34;applying a lot of our compute and effort in that direction&#34; in order to ⁠remain competitive.</p><p style=\"text-align: left;\">&#34;We are both very committed and very confident of being at the frontier for the next generation,&#34; he said.</p><p style=\"text-align: left;\">Meanwhile, Google began recognizing revenue from direct sales of its TPU chips, which compete with Nvidia&#39;s GPUs, for the first time in the second quarter though the vast majority of revenue from business agreements would come through next year, Ashkenazi said.</p><p style=\"text-align: left;\">The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen ⁠demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.</p><p style=\"text-align: left;\">Big Tech is expected to spend well over $700 billion this year primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year.</p><p style=\"text-align: left;\">Ashkenazi reaffirmed on the call that Alphabet planned another significant ⁠increase to capex in 2027.</p><p style=\"text-align: left;\">Alphabet shares have been among the best performers in the &#34;Magnificent 7&#34; group of stocks this year so far, rising more than 9% through last close. But concerns over the Gemini delays, some high-profile executive departures and regulatory pressures have dragged the stock about 9% lower since the end of April.<br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ILDR":"First Trust Innovation Leaders ETF","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","OGIG":"ALPS O'Shares Global Internet Giants ETF","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0976567544.SGD":"FTIF - 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The company said last quarter that it planned to spend between $180 billion and $190 billion this year.Shares of the company were down about 6%.\"We have increased our capacity quite significantly over the past three years. The demand still outpaces that investment,\" Ashkenazi said in justifying the increased spending plans. She added that faster-than-expected delivery of capacity contributed to the hike.Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, driven by strong demand from ⁠AI-hungry enterprises worldwide. Analysts on average expected a 64% increase, according to data compiled by LSEG.Advertising revenue came in at $81.6 billion compared to estimates of $81.1 billion. Total revenue for the quarter was $119.8 billion, beating the consensus estimate of $116.9 billion.But, adjusted profit per share of $2.85 fell slightly short of Wall Street projections of $2.89. And the company reported negative free cash flow for the first time in its history, burning $5.9 billion this quarter.\"After a negative cash flow quarter, the new raise in capex does not sit well for Alphabet,\" said Thomas Monteiro, senior analyst at Investing.com. \"The market's most reliable cash generators are now spending more than they bring in. As long as revenue keeps accelerating, investors will tolerate it. But capital has a real cost again, and the room for error is shrinking every quarter.\"MODEL UNCERTAINTY TEMPERS CLOUD GAINSWhile Google Cloud has made Alphabet a big beneficiary of the AI boom, the company's own AI efforts have lost some steam this year after it delayed the June launch of its next flagship model, Gemini 3.5 Pro.That has left Google trailing in the AI coding tools market and fueled concerns on Wall Street, especially as Anthropic and OpenAI have ‌consistently rolled ⁠out enterprise-focused upgrades, and Chinese open-source models have also gained strong traction.During the question-and-answer portion of the earnings call, multiple analysts pressed CEO Sundar Pichai for clarity around whether Google could keep with its rivals at the frontier of model development.\"There are many attributes on which we are still at the frontier. There are areas where we've acknowledged we need to improve; coding and agentic coding is an example of that,\" Pichai said on the call.Pichai said that while Google continued to test Gemini 3.5 Pro, it had also started training Gemini 4 and was \"applying a lot of our compute and effort in that direction\" in order to ⁠remain competitive.\"We are both very committed and very confident of being at the frontier for the next generation,\" he said.Meanwhile, Google began recognizing revenue from direct sales of its TPU chips, which compete with Nvidia's GPUs, for the first time in the second quarter though the vast majority of revenue from business agreements would come through next year, Ashkenazi said.The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen ⁠demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.Big Tech is expected to spend well over $700 billion this year primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year.Ashkenazi reaffirmed on the call that Alphabet planned another significant ⁠increase to capex in 2027.Alphabet shares have been among the best performers in the \"Magnificent 7\" group of stocks this year so far, rising more than 9% through last close. But concerns over the Gemini delays, some high-profile executive departures and regulatory pressures have dragged the stock about 9% lower since the end of April.","news_type":1,"symbols_score_info":{"TRUC":0.6,"LTL":0.6,"OGIG":0.6,"CQTM":0.6,"XLC":0.6,"METV":0.6,"CMAG":0.6,"GGLL":0.6,"ILDR":0.6,"GOOG":2,"GOU":0.6,"GXPC":0.6,"XDAT":0.6,"GOOX":0.6,"EFIV":0.6,"SNPE":0.6,"GOOW":0.6,"SKYY":0.6,"GGLS":0.6,"VOX":0.6,"FCOM":0.6,"GOOY":0.6,"GOOGL":1.98,"GOOP":0.6}},"isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588585444651432,"gmtCreate":1784727821469,"gmtModify":1784731149126,"author":{"id":"3577695984170734","authorId":"3577695984170734","name":"Alvin123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577695984170734","authorIdStr":"3577695984170734"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588585444651432","repostId":"1177184951","repostType":2,"repost":{"id":"1177184951","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1784727365,"share":"https://ttm.financial/m/news/1177184951?lang=en_US&edition=fundamental","pubTime":"2026-07-22 21:36","market":"us","language":"en","title":"Super Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double","url":"https://stock-news.laohu8.com/highlight/detail?id=1177184951","media":"Dow Jones","summary":"Super Micro Computer, a server manufacturer, announced on Tuesday that its profitability for the June quarter exceeded prior expectations, accompanied by a surge in new orders, leading to a 15% jump...","content":"<html><head></head><body><p style=\"text-align: left;\">The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mix</p><p style=\"text-align: left;\">Super Micro announces official results for its fiscal fourth quarter on Aug. 11.</p><p style=\"text-align: left;\">Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company&#39;s gross margins are expected to double from previous guidance.</p><p style=\"text-align: left;\">Shares of Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> surging 17% on Wednesday. The company expects GAAP and non-GAAP gross margins for the quarter to be between 15% and 17%, roughly doubling from the its prior guidance range of 8.2% to 8.4%. Management attributed the surprise increase to &#34;a favorable customer and product mix.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6aecde22a77ac65acecdacecf85d0fdd\" data-align=\"center\" tg-width=\"768\" tg-height=\"627\"/><span></span></p><p style=\"text-align: left;\">Demand for the Super Micro&#39;s modular data-center solutions appears to be on the rise, as the company shared that it received new orders in excess of $60 billion in the quarter, setting a new record.</p><p style=\"text-align: left;\">The gross-margin figures and record backlog overshadowed the company&#39;s announcement that fourth-quarter revenues are estimated to be near the low end of the $11 billion to $12.5 billion guidance range.</p><p style=\"text-align: left;\">The stock&#39;s surge marks a turnaround in investor sentiment, as shares of Super Micro have nearly halved since their early June peak. On June 9, the company announced plans to raise $7 billion of equity financing to support a surge in artificial-intelligence server orders, causing the stock to sell off on fears of investor dilution and overspending.</p><p style=\"text-align: left;\">Super Micro&#39;s gross margins have been a key focus for investors in recent quarters, as the company has been making an expensive AI pivot and prioritizing capturing market share over profitability. Super Micro aims to evolve from a server designer and manufacturer to a total data-center solutions provider.</p><p style=\"text-align: left;\">Gross margins troughed at 6.3% in the second quarter of fiscal 2026, which CEO Charles Liang attributed to customer mix, tariffs and shortages of key components such as memory products. Gross margins improved slightly in the third quarter, increasing to 9.9%.</p><p style=\"text-align: left;\">The margin recovery signals that Super Micro could be gaining more pricing power with its AI server solutions. On the company&#39;s most recent earnings call in May, Liang shared that Super Micro was committed to achieving a sustainable double-digit gross margin by prioritizing the enterprise market and the company&#39;s Data Center Building <a href=\"https://laohu8.com/S/XYZ\">Block</a> Solutions business.</p><p style=\"text-align: left;\">Super Micro has scored major AI customers such as SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a>, with Liang writing in a June post on X that the two companies are co-building a new data center together.</p><p style=\"text-align: left;\">The company announces its official fourth-quarter results on Tuesday, Aug. 11.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-22 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mix</p><p style=\"text-align: left;\">Super Micro announces official results for its fiscal fourth quarter on Aug. 11.</p><p style=\"text-align: left;\">Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company&#39;s gross margins are expected to double from previous guidance.</p><p style=\"text-align: left;\">Shares of Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> surging 17% on Wednesday. The company expects GAAP and non-GAAP gross margins for the quarter to be between 15% and 17%, roughly doubling from the its prior guidance range of 8.2% to 8.4%. Management attributed the surprise increase to &#34;a favorable customer and product mix.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6aecde22a77ac65acecdacecf85d0fdd\" data-align=\"center\" tg-width=\"768\" tg-height=\"627\"/><span></span></p><p style=\"text-align: left;\">Demand for the Super Micro&#39;s modular data-center solutions appears to be on the rise, as the company shared that it received new orders in excess of $60 billion in the quarter, setting a new record.</p><p style=\"text-align: left;\">The gross-margin figures and record backlog overshadowed the company&#39;s announcement that fourth-quarter revenues are estimated to be near the low end of the $11 billion to $12.5 billion guidance range.</p><p style=\"text-align: left;\">The stock&#39;s surge marks a turnaround in investor sentiment, as shares of Super Micro have nearly halved since their early June peak. On June 9, the company announced plans to raise $7 billion of equity financing to support a surge in artificial-intelligence server orders, causing the stock to sell off on fears of investor dilution and overspending.</p><p style=\"text-align: left;\">Super Micro&#39;s gross margins have been a key focus for investors in recent quarters, as the company has been making an expensive AI pivot and prioritizing capturing market share over profitability. Super Micro aims to evolve from a server designer and manufacturer to a total data-center solutions provider.</p><p style=\"text-align: left;\">Gross margins troughed at 6.3% in the second quarter of fiscal 2026, which CEO Charles Liang attributed to customer mix, tariffs and shortages of key components such as memory products. Gross margins improved slightly in the third quarter, increasing to 9.9%.</p><p style=\"text-align: left;\">The margin recovery signals that Super Micro could be gaining more pricing power with its AI server solutions. On the company&#39;s most recent earnings call in May, Liang shared that Super Micro was committed to achieving a sustainable double-digit gross margin by prioritizing the enterprise market and the company&#39;s Data Center Building <a href=\"https://laohu8.com/S/XYZ\">Block</a> Solutions business.</p><p style=\"text-align: left;\">Super Micro has scored major AI customers such as SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a>, with Liang writing in a June post on X that the two companies are co-building a new data center together.</p><p style=\"text-align: left;\">The company announces its official fourth-quarter results on Tuesday, Aug. 11.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCC":"2倍做多SMCI ETF-Corgi","BK4588":"碎股","SMCZ":"2倍做空SMCI ETF-Defiance","SMCI":"超微电脑","LU1861215975.USD":"贝莱德新一代科技基金 A2","SMCX":"2倍做多SMCI ETF-Defiance","BK4170":"电脑硬件、储存设备及电脑周边","BK4543":"AI","SMYY":"GraniteShares YieldBOOST SMCI ETF","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SMCY":"SMCI期权收益策略ETF-YieldMax","SMCL":"2倍做多SMCI ETF-Graniteshares","BK4585":"ETF&股票定投概念","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177184951","content_text":"The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mixSuper Micro announces official results for its fiscal fourth quarter on Aug. 11.Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company's gross margins are expected to double from previous guidance.Shares of Super Micro $(SMCI)$ surging 17% on Wednesday. The company expects GAAP and non-GAAP gross margins for the quarter to be between 15% and 17%, roughly doubling from the its prior guidance range of 8.2% to 8.4%. Management attributed the surprise increase to \"a favorable customer and product mix.\"Demand for the Super Micro's modular data-center solutions appears to be on the rise, as the company shared that it received new orders in excess of $60 billion in the quarter, setting a new record.The gross-margin figures and record backlog overshadowed the company's announcement that fourth-quarter revenues are estimated to be near the low end of the $11 billion to $12.5 billion guidance range.The stock's surge marks a turnaround in investor sentiment, as shares of Super Micro have nearly halved since their early June peak. On June 9, the company announced plans to raise $7 billion of equity financing to support a surge in artificial-intelligence server orders, causing the stock to sell off on fears of investor dilution and overspending.Super Micro's gross margins have been a key focus for investors in recent quarters, as the company has been making an expensive AI pivot and prioritizing capturing market share over profitability. Super Micro aims to evolve from a server designer and manufacturer to a total data-center solutions provider.Gross margins troughed at 6.3% in the second quarter of fiscal 2026, which CEO Charles Liang attributed to customer mix, tariffs and shortages of key components such as memory products. Gross margins improved slightly in the third quarter, increasing to 9.9%.The margin recovery signals that Super Micro could be gaining more pricing power with its AI server solutions. On the company's most recent earnings call in May, Liang shared that Super Micro was committed to achieving a sustainable double-digit gross margin by prioritizing the enterprise market and the company's Data Center Building Block Solutions business.Super Micro has scored major AI customers such as SpaceX $(SPCX)$, with Liang writing in a June post on X that the two companies are co-building a new data center together.The company announces its official fourth-quarter results on Tuesday, Aug. 11.","news_type":1,"symbols_score_info":{"SMCL":1,"SMCC":1,"SMYY":1,"SMCX":1,"SMCZ":1,"SMCY":1,"SMCI":1}},"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":598099416039472,"gmtCreate":1787051062561,"gmtModify":1787052947925,"author":{"id":"4249599930403112","authorId":"4249599930403112","name":"Talia_z","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4249599930403112","authorIdStr":"4249599930403112"},"themes":[],"title":"Xiaomi Q2 Earnings: Did the Results Meet Your Expectations?","htmlText":"Just now, Xiaomi released its second-quarter financial results. Revenue for the quarter came in at RMB 108.922 billion, above the RMB 108.325 billion analyst consensus. Gross profit was RMB 21.609 billion, below the expected RMB 21.883 billion, while adjusted net profit came in at RMB 6.22 billion, slightly below the RMB 6.314 billion estimate. <a target=\"_blank\" href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a> Breaking down the results by business, smartphone revenue reached RMB 42.119 billion in the second quarter, slightly above the RMB 41.099 billion estimate, while gross profit was RMB 3.599 billion, ahead of the RMB 3.396 billion expectation. Electric vehicle revenue came in at RMB 24.896 billion, slightly below the RMB 24.904 billion estimate, while gross profit was RMB 4.","listText":"Just now, Xiaomi released its second-quarter financial results. Revenue for the quarter came in at RMB 108.922 billion, above the RMB 108.325 billion analyst consensus. Gross profit was RMB 21.609 billion, below the expected RMB 21.883 billion, while adjusted net profit came in at RMB 6.22 billion, slightly below the RMB 6.314 billion estimate. <a target=\"_blank\" href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a> Breaking down the results by business, smartphone revenue reached RMB 42.119 billion in the second quarter, slightly above the RMB 41.099 billion estimate, while gross profit was RMB 3.599 billion, ahead of the RMB 3.396 billion expectation. Electric vehicle revenue came in at RMB 24.896 billion, slightly below the RMB 24.904 billion estimate, while gross profit was RMB 4.","text":"Just now, Xiaomi released its second-quarter financial results. Revenue for the quarter came in at RMB 108.922 billion, above the RMB 108.325 billion analyst consensus. Gross profit was RMB 21.609 billion, below the expected RMB 21.883 billion, while adjusted net profit came in at RMB 6.22 billion, slightly below the RMB 6.314 billion estimate. $XIAOMI-W(01810)$ Breaking down the results by business, smartphone revenue reached RMB 42.119 billion in the second quarter, slightly above the RMB 41.099 billion estimate, while gross profit was RMB 3.599 billion, ahead of the RMB 3.396 billion expectation. Electric vehicle revenue came in at RMB 24.896 billion, slightly below the RMB 24.904 billion estimate, while gross profit was RMB 4.","images":[{"img":"https://community-static.tradeup.com/news/93505d54c8005a05082cfc170d7dabdd","width":"1491","height":"406"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/598099416039472","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274709299900","authorId":"3479274709299900","name":"YumZoay","avatar":"https://static.tigerbbs.com/9dc03efb06de5eab482a2b5d7cae6775","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274709299900","authorIdStr":"3479274709299900"},"content":"Revenue beat is nice, but that EV gross profit miss is the part I care about more. Smartphone share gains help, yet margins still look squeezed","text":"Revenue beat is nice, but that EV gross profit miss is the part I care about more. Smartphone share gains help, yet margins still look squeezed","html":"Revenue beat is nice, but that EV gross profit miss is the part I care about more. Smartphone share gains help, yet margins still look squeezed"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":598120346198816,"gmtCreate":1787052240735,"gmtModify":1787052928408,"author":{"id":"4241421303988462","authorId":"4241421303988462","name":"Putongren66","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4241421303988462","authorIdStr":"4241421303988462"},"themes":[],"title":"","htmlText":"How does the earnings impact Xiaomi shares&nbsp;","listText":"How does the earnings impact Xiaomi shares&nbsp;","text":"How does the earnings impact Xiaomi shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/598120346198816","repostId":"2660656465","repostType":4,"repost":{"id":"2660656465","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1787045167,"share":"https://ttm.financial/m/news/2660656465?lang=en_US&edition=fundamental","pubTime":"2026-08-18 17:26","market":"us","language":"en","title":"Xiaomi FY26 Q2 Profit Drops 20.3% to RMB 9.46 Billion; Revenue Falls 6.1% to RMB 108.92 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2660656465","media":"Reuters","summary":"Xiaomi FY26 Q2 profit drops 20.3% to RMB 9.46 billion; revenue falls 6.1% to RMB 108.92 billionXiaomi posted Q2 revenue of RMB 108.92 billion, down 6.1% year over year.Profit for the period fell 20.3%","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/01810\">XIAOMI-W</a> posted Q2 revenue of RMB 108.92 billion, down 6.1% year over year.</p><p style=\"text-align: left;\">Profit for the period fell 20.3% to RMB 9.46 billion; basic EPS slipped to RMB 0.37 from RMB 0.46.</p><p style=\"text-align: left;\">IFRS operating profit declined 19.1% to RMB 10.87 billion, despite a RMB 6.46 billion fair-value gain on financial instruments.</p><p style=\"text-align: left;\">Non-IFRS adjusted net profit dropped 42.6% to RMB 6.22 billion.</p><p style=\"text-align: left;\">Smartphone shipments fell 26.5% to 31.2 million; EV deliveries climbed 28.2% to 104,199 vehicles.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/391bc8101168c52f48378c85d63e9ec0\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Xiaomi FY26 Q2 Profit Drops 20.3% to RMB 9.46 Billion; Revenue Falls 6.1% to RMB 108.92 Billion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXiaomi FY26 Q2 Profit Drops 20.3% to RMB 9.46 Billion; Revenue Falls 6.1% to RMB 108.92 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-18 17:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/01810\">XIAOMI-W</a> posted Q2 revenue of RMB 108.92 billion, down 6.1% year over year.</p><p style=\"text-align: left;\">Profit for the period fell 20.3% to RMB 9.46 billion; basic EPS slipped to RMB 0.37 from RMB 0.46.</p><p style=\"text-align: left;\">IFRS operating profit declined 19.1% to RMB 10.87 billion, despite a RMB 6.46 billion fair-value gain on financial instruments.</p><p style=\"text-align: left;\">Non-IFRS adjusted net profit dropped 42.6% to RMB 6.22 billion.</p><p style=\"text-align: left;\">Smartphone shipments fell 26.5% to 31.2 million; EV deliveries climbed 28.2% to 104,199 vehicles.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/391bc8101168c52f48378c85d63e9ec0\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260818:nNDL4H01Gb:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2660656465","content_text":"XIAOMI-W posted Q2 revenue of RMB 108.92 billion, down 6.1% year over year.Profit for the period fell 20.3% to RMB 9.46 billion; basic EPS slipped to RMB 0.37 from RMB 0.46.IFRS operating profit declined 19.1% to RMB 10.87 billion, despite a RMB 6.46 billion fair-value gain on financial instruments.Non-IFRS adjusted net profit dropped 42.6% to RMB 6.22 billion.Smartphone shipments fell 26.5% to 31.2 million; EV deliveries climbed 28.2% to 104,199 vehicles.","news_type":1,"symbols_score_info":{"XIACY":1.98,"DRGN":0.6,"01810":1.98}},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597718483841048,"gmtCreate":1786935847459,"gmtModify":1786936466159,"author":{"id":"4249599930403112","authorId":"4249599930403112","name":"Talia_z","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4249599930403112","authorIdStr":"4249599930403112"},"themes":[],"title":"Baidu Earnings Preview: Can AI Drive a Turnaround in Performance?","htmlText":"Baidu is set to release its second-quarter earnings report after the Hong Kong market closes on August 18. According to analyst estimates, Baidu’s revenue for the second quarter of 2026 is expected to reach RMB 31.587 billion, while adjusted EPS is estimated at RMB 1.218. <a target=\"_blank\" href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/BIDU\">$Baidu(BIDU)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/89888\">$BIDU-SWR(89888)$</a> Baidu’s share price has been volatile recently, with the stock trending downward since early August. With the earnings release approaching, the market will focus on Baidu’s profitability and whether its traditional search advertising and AI businesses can maintain growth amid intensifying competiti","listText":"Baidu is set to release its second-quarter earnings report after the Hong Kong market closes on August 18. According to analyst estimates, Baidu’s revenue for the second quarter of 2026 is expected to reach RMB 31.587 billion, while adjusted EPS is estimated at RMB 1.218. <a target=\"_blank\" href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/BIDU\">$Baidu(BIDU)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/89888\">$BIDU-SWR(89888)$</a> Baidu’s share price has been volatile recently, with the stock trending downward since early August. With the earnings release approaching, the market will focus on Baidu’s profitability and whether its traditional search advertising and AI businesses can maintain growth amid intensifying competiti","text":"Baidu is set to release its second-quarter earnings report after the Hong Kong market closes on August 18. According to analyst estimates, Baidu’s revenue for the second quarter of 2026 is expected to reach RMB 31.587 billion, while adjusted EPS is estimated at RMB 1.218. $BIDU-SW(09888)$ $Baidu(BIDU)$ $BIDU-SWR(89888)$ Baidu’s share price has been volatile recently, with the stock trending downward since early August. With the earnings release approaching, the market will focus on Baidu’s profitability and whether its traditional search advertising and AI businesses can maintain growth amid intensifying competiti","images":[{"img":"https://community-static.tradeup.com/news/a1186d2bcb48c777403a0e5b20e8723f","width":"1280","height":"341"},{"img":"https://community-static.tradeup.com/news/5f38ab1e6835e09b61b036c2374afee2","width":"1280","height":"597"},{"img":"https://community-static.tradeup.com/news/7c304aa1060ae5a5025c4a30631c6a1a","width":"1062","height":"192"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":150,"commentSize":0,"repostSize":12,"link":"https://ttm.financial/post/597718483841048","isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":596313685509216,"gmtCreate":1786611082683,"gmtModify":1786611085633,"author":{"id":"4149665799884162","authorId":"4149665799884162","name":"非一般股民","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4149665799884162","authorIdStr":"4149665799884162"},"themes":[],"title":"","htmlText":"cisco","listText":"cisco","text":"cisco","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596313685509216","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593430760613328,"gmtCreate":1785906970747,"gmtModify":1785910363669,"author":{"id":"4172323236375242","authorId":"4172323236375242","name":"InvestToRetire","avatar":"https://community-static.tradeup.com/news/8d70dd9ca2f57b29c925c8b6753b8061","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172323236375242","authorIdStr":"4172323236375242"},"themes":[],"title":"","htmlText":"I am expecting SPACEX to fall below 100 as the CapEx needed is a lot and don't think there is a clear idea on how much more money is needed. SpaceX also raised bonds yo get more money immediately after a expensive IPO launch. So until capex number seems to go down quarter over quarter and seems steady until then I think the stock will be choppy and I think will go below 100.&nbsp;","listText":"I am expecting SPACEX to fall below 100 as the CapEx needed is a lot and don't think there is a clear idea on how much more money is needed. SpaceX also raised bonds yo get more money immediately after a expensive IPO launch. So until capex number seems to go down quarter over quarter and seems steady until then I think the stock will be choppy and I think will go below 100.&nbsp;","text":"I am expecting SPACEX to fall below 100 as the CapEx needed is a lot and don't think there is a clear idea on how much more money is needed. SpaceX also raised bonds yo get more money immediately after a expensive IPO launch. So until capex number seems to go down quarter over quarter and seems steady until then I think the stock will be choppy and I think will go below 100.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593430760613328","repostId":"2657656978","repostType":2,"repost":{"id":"2657656978","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1785884477,"share":"https://ttm.financial/m/news/2657656978?lang=en_US&edition=fundamental","pubTime":"2026-08-05 07:01","market":"nz","language":"en","title":"SpaceX Stock Falls 6% in Extended Trading as Its Capex Balloon to $18.4 Billion from $2.83 Billion a Year Earlier","url":"https://stock-news.laohu8.com/highlight/detail?id=2657656978","media":"Reuters","summary":"UPDATE 4-SpaceX quarterly revenue jumps in debut results as satellite, AI businesses surgeAug 4 (Reuters)-SpaceXSPCX.Osaid on Tuesday that quarterly revenue nearly doubled and operating losses narrowe","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SPCX\">SpaceX</a> said on Tuesday that quarterly revenue nearly doubled and operating losses narrowed sharply in its first earnings report since going public, buoyed by strong growth in its Starlink satellite-internet and AI businesses.</p><p style=\"text-align: left;\">But the company&#39;s capital expenditures ballooned to more than $18 billion from $2.83 billion a year earlier, and finance boss Bret Johnsen said he expected capital spending would be similar for the next couple of quarters.</p><p style=\"text-align: left;\">SpaceX shares fell over 6% in after-hours trading. The stock rose 9.4% in regular trade ahead of the publication of results.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d3bc11024175ddb3831a4345d71c0816\" data-align=\"center\" tg-width=\"764\" tg-height=\"615\"/><span></span></p><p style=\"text-align: left;\">The company, led by Elon Musk, reported April-June revenue of $7.8 billion, compared with $4.1 billion a year earlier, beating expectations of $6.93 billion, according to LSEG data. Starlink revenue, which accounted for over half of total revenue, rose 66%, and revenue from SpaceX&#39;s AI business — which Musk has pitched as the company&#39;s future growth driver — surged about 250%.</p><p style=\"text-align: left;\">&#34;We&#39;re building AI compute capacity at scale faster than anyone else, we believe, and we&#39;re significantly improving our AI models,&#34; Musk said on a post-earnings call.</p><p style=\"text-align: left;\">AI operating losses narrowed, as did total operating losses, to $143 million from $970 million. Operating income at Starlink swelled 79%.</p><p style=\"text-align: left;\">The company&#39;s stock has declined 8% since its record-breaking initial public offering in June that valued the company at about $1.75 trillion. The stock could face additional pressure from the expiry of SpaceX&#39;s post-IPO lock-up period starting on Thursday, which may unleash a wave of insider and early-investor shares on the market.</p><p style=\"text-align: left;\">STARLINK, CONNECTIVITY DRIVE SPACEX</p><p style=\"text-align: left;\">SpaceX President Gwynne Shotwell said she expected SpaceX to snatch “quite a few&#34; of T-Mobile, AT&amp;T and Verizon customers with the Starlink business, and aims to build out ground-based infrastructure to complement its satellite network for &#34;a true mobile service.&#34; Shares in the telecom companies fell after hours.</p><p style=\"text-align: left;\">Starlink and SpaceX&#39;s broader connectivity operations remain the company&#39;s primary financial engine, underpinning Musk&#39;s push to build an AI-first business that extends beyond renting compute capacity to developing frontier models, consumer and enterprise software, and, eventually, data centers in space. But critics have argued that the strategy of using Starlink&#39;s profits to bankroll the AI business and Starship launch operations until they can stand on their own is unsustainable.</p><p style=\"text-align: left;\">&#34;That&#39;s a tremendous upside surprise today alone, the fact that AI is already monetizing itself. They&#39;re not relying on Starlink to fund operations there. I think that&#39;s a huge part of the story,&#34; said Brian Mulberry, chief market strategist at Zacks Investment Management.</p><p style=\"text-align: left;\">The company&#39;s satellite-internet unit has continued to expand its global subscriber base, aided by launches of additional satellites and a growing range of consumer, enterprise, aviation, maritime and government services.</p><p style=\"text-align: left;\">But average revenue per subscriber slumped 22% from a year earlier as SpaceX entered more international markets and rolled out lower-priced plans even as subscribers doubled to 12 million.</p><p style=\"text-align: left;\">SpaceX&#39;s AI business, which includes xAI, Grok, social media platform X, and a rapidly expanding data center operation, has been its biggest area of investment. The business is generating revenue from compute contracts with Anthropic, Alphabet&#39;s Google and Reflection AI, though a portion of its recurring revenue has yet to be recognized.</p><p style=\"text-align: left;\">SpaceX sharply increased capital spending on AI, pouring in $15.83 billion in the second quarter ended June 30, from $749 million a year earlier.</p><p style=\"text-align: left;\">SPACE REVENUE JUMPS</p><p style=\"text-align: left;\">Starship, SpaceX&#39;s next-generation reusable rocket system, is yet to enter commercial service but is expected to enable deployment of higher-bandwidth Starlink satellites and orbital AI-computing infrastructure.</p><p style=\"text-align: left;\">Space revenue grew 29% year over year.</p><p style=\"text-align: left;\">The company&#39;s ability to turn Starship into a reliably reusable vehicle is central to its longer-term strategy. Investors have closely watched for updates on testing progress, launch cadence, reusability milestones and the vehicle&#39;s satellite-deployment capabilities.</p><p style=\"text-align: left;\">Separately, SpaceX said it had partnered with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O to use its chips in the Starmind AI1 orbital compute satellites.</p><p style=\"text-align: left;\">The space segment, which includes commercial launches, government missions and development of Starship, remains a significant source of costs and uncertainty.</p><p style=\"text-align: left;\">While launch activity for Falcon — SpaceX&#39;s partially reusable workhorse rocket — has remained robust, revenue can vary with the mix of internal Starlink deployments, commercial customer missions and government contracts.</p><p style=\"text-align: left;\">In recent years, SpaceX has increasingly prioritized launches for its own satellite network over third-party payloads, while continuing to absorb significant costs tied to Starship&#39;s development.</p><p style=\"text-align: left;\">Investors will also be keen to hear Musk&#39;s comments on a scheduled conference call about a potential merger between SpaceX and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> after a Wall Street Journal report last week that executives at his electric-vehicle company had been told to prepare for a separation of its China business ahead of a potential deal.</p><p style=\"text-align: left;\">Musk dismissed the report as &#34;fake news,&#34; but he had previously declined to rule out the possibility, citing growing overlap between the companies.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SpaceX Stock Falls 6% in Extended Trading as Its Capex Balloon to $18.4 Billion from $2.83 Billion a Year Earlier</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpaceX Stock Falls 6% in Extended Trading as Its Capex Balloon to $18.4 Billion from $2.83 Billion a Year Earlier\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-05 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SPCX\">SpaceX</a> said on Tuesday that quarterly revenue nearly doubled and operating losses narrowed sharply in its first earnings report since going public, buoyed by strong growth in its Starlink satellite-internet and AI businesses.</p><p style=\"text-align: left;\">But the company&#39;s capital expenditures ballooned to more than $18 billion from $2.83 billion a year earlier, and finance boss Bret Johnsen said he expected capital spending would be similar for the next couple of quarters.</p><p style=\"text-align: left;\">SpaceX shares fell over 6% in after-hours trading. The stock rose 9.4% in regular trade ahead of the publication of results.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d3bc11024175ddb3831a4345d71c0816\" data-align=\"center\" tg-width=\"764\" tg-height=\"615\"/><span></span></p><p style=\"text-align: left;\">The company, led by Elon Musk, reported April-June revenue of $7.8 billion, compared with $4.1 billion a year earlier, beating expectations of $6.93 billion, according to LSEG data. Starlink revenue, which accounted for over half of total revenue, rose 66%, and revenue from SpaceX&#39;s AI business — which Musk has pitched as the company&#39;s future growth driver — surged about 250%.</p><p style=\"text-align: left;\">&#34;We&#39;re building AI compute capacity at scale faster than anyone else, we believe, and we&#39;re significantly improving our AI models,&#34; Musk said on a post-earnings call.</p><p style=\"text-align: left;\">AI operating losses narrowed, as did total operating losses, to $143 million from $970 million. Operating income at Starlink swelled 79%.</p><p style=\"text-align: left;\">The company&#39;s stock has declined 8% since its record-breaking initial public offering in June that valued the company at about $1.75 trillion. The stock could face additional pressure from the expiry of SpaceX&#39;s post-IPO lock-up period starting on Thursday, which may unleash a wave of insider and early-investor shares on the market.</p><p style=\"text-align: left;\">STARLINK, CONNECTIVITY DRIVE SPACEX</p><p style=\"text-align: left;\">SpaceX President Gwynne Shotwell said she expected SpaceX to snatch “quite a few&#34; of T-Mobile, AT&amp;T and Verizon customers with the Starlink business, and aims to build out ground-based infrastructure to complement its satellite network for &#34;a true mobile service.&#34; Shares in the telecom companies fell after hours.</p><p style=\"text-align: left;\">Starlink and SpaceX&#39;s broader connectivity operations remain the company&#39;s primary financial engine, underpinning Musk&#39;s push to build an AI-first business that extends beyond renting compute capacity to developing frontier models, consumer and enterprise software, and, eventually, data centers in space. But critics have argued that the strategy of using Starlink&#39;s profits to bankroll the AI business and Starship launch operations until they can stand on their own is unsustainable.</p><p style=\"text-align: left;\">&#34;That&#39;s a tremendous upside surprise today alone, the fact that AI is already monetizing itself. They&#39;re not relying on Starlink to fund operations there. I think that&#39;s a huge part of the story,&#34; said Brian Mulberry, chief market strategist at Zacks Investment Management.</p><p style=\"text-align: left;\">The company&#39;s satellite-internet unit has continued to expand its global subscriber base, aided by launches of additional satellites and a growing range of consumer, enterprise, aviation, maritime and government services.</p><p style=\"text-align: left;\">But average revenue per subscriber slumped 22% from a year earlier as SpaceX entered more international markets and rolled out lower-priced plans even as subscribers doubled to 12 million.</p><p style=\"text-align: left;\">SpaceX&#39;s AI business, which includes xAI, Grok, social media platform X, and a rapidly expanding data center operation, has been its biggest area of investment. The business is generating revenue from compute contracts with Anthropic, Alphabet&#39;s Google and Reflection AI, though a portion of its recurring revenue has yet to be recognized.</p><p style=\"text-align: left;\">SpaceX sharply increased capital spending on AI, pouring in $15.83 billion in the second quarter ended June 30, from $749 million a year earlier.</p><p style=\"text-align: left;\">SPACE REVENUE JUMPS</p><p style=\"text-align: left;\">Starship, SpaceX&#39;s next-generation reusable rocket system, is yet to enter commercial service but is expected to enable deployment of higher-bandwidth Starlink satellites and orbital AI-computing infrastructure.</p><p style=\"text-align: left;\">Space revenue grew 29% year over year.</p><p style=\"text-align: left;\">The company&#39;s ability to turn Starship into a reliably reusable vehicle is central to its longer-term strategy. Investors have closely watched for updates on testing progress, launch cadence, reusability milestones and the vehicle&#39;s satellite-deployment capabilities.</p><p style=\"text-align: left;\">Separately, SpaceX said it had partnered with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O to use its chips in the Starmind AI1 orbital compute satellites.</p><p style=\"text-align: left;\">The space segment, which includes commercial launches, government missions and development of Starship, remains a significant source of costs and uncertainty.</p><p style=\"text-align: left;\">While launch activity for Falcon — SpaceX&#39;s partially reusable workhorse rocket — has remained robust, revenue can vary with the mix of internal Starlink deployments, commercial customer missions and government contracts.</p><p style=\"text-align: left;\">In recent years, SpaceX has increasingly prioritized launches for its own satellite network over third-party payloads, while continuing to absorb significant costs tied to Starship&#39;s development.</p><p style=\"text-align: left;\">Investors will also be keen to hear Musk&#39;s comments on a scheduled conference call about a potential merger between SpaceX and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> after a Wall Street Journal report last week that executives at his electric-vehicle company had been told to prepare for a separation of its China business ahead of a potential deal.</p><p style=\"text-align: left;\">Musk dismissed the report as &#34;fake news,&#34; but he had previously declined to rule out the possibility, citing growing overlap between the companies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GAMR":"Amplify Video Game Leaders ETF","SPCM":"2倍做多SpaceX ETF-Tradr","VT":"世界全股市ETF-Vanguard","SPCQ":"2倍做空SpaceX ETF-Defiance","MARS":"Roundhill Space & Technology ETF","CNEQ":"Alger Concentrated Equity ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCU":"2倍做多SpaceX ETF-Defiance","FDRV":"Fidelity Electric Vehicles and Future Transportation ETF","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","SNK":"2倍做空SpaceX ETF-GraniteShares","ABFL":"ABACUS FCF LEADERS ETF","SPAL":"2倍做多Space X ETF-GraniteShares","USXF":"iShares ESG Advanced MSCI USA ETF","SPCF":"2倍做多SpaceX ETF-ProShares","AIFD":"TCW Artificial Intelligence ETF","TYLG":"GLOBAL X INFORMATION TECHNOLOGY COVERED CALL & GROWTH ETF","CMAG":"Corgi Mag 7 ETF","GXPC":"Global X PureCap MSCI Communication Services ETF","SPCG":"2倍做空SpaceX ETF-Tradr","VGT":"信息技术ETF-Vanguard","CHPX":"Global X AI Semiconductor & Quantum ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","XLC":"Communication Services Select Sector SPDR Fund","OGIG":"ALPS O'Shares Global Internet Giants ETF","FDTX":"Fidelity Disruptive Technology ETF","LOFF":"2倍做多SpaceX ETF-Direxion","SPAX":"2倍做多SPACEX ETF-T-REX","WANT":"Direxion Daily Consumer Discretionary Bull 3x Shares","SPTE":"SP FUNDS S&P GLOBAL TECHNOLOGY ETF","WSPC":"WisdomTree Space Economy UCITS ETF","USD":"ProShares Ultra Semiconductors","CLSE":"Convergence Long/Short Equity ETF","JGRO":"Jpmorgan Active Growth ETF","AGOX":"Adaptive Alpha Opportunities ETF","XLK":"高科技指数ETF-SPDR","WARP":"VanEck Space ETF","ORBX":"Global X Space Tech ETF","SPCX":"SPAC and New Issue ETF","WATS":"Corgi Battery Energy Storage Systems ETF"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260804:nL4N4411XL:3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657656978","content_text":"SpaceX said on Tuesday that quarterly revenue nearly doubled and operating losses narrowed sharply in its first earnings report since going public, buoyed by strong growth in its Starlink satellite-internet and AI businesses.But the company's capital expenditures ballooned to more than $18 billion from $2.83 billion a year earlier, and finance boss Bret Johnsen said he expected capital spending would be similar for the next couple of quarters.SpaceX shares fell over 6% in after-hours trading. The stock rose 9.4% in regular trade ahead of the publication of results.The company, led by Elon Musk, reported April-June revenue of $7.8 billion, compared with $4.1 billion a year earlier, beating expectations of $6.93 billion, according to LSEG data. Starlink revenue, which accounted for over half of total revenue, rose 66%, and revenue from SpaceX's AI business — which Musk has pitched as the company's future growth driver — surged about 250%.\"We're building AI compute capacity at scale faster than anyone else, we believe, and we're significantly improving our AI models,\" Musk said on a post-earnings call.AI operating losses narrowed, as did total operating losses, to $143 million from $970 million. Operating income at Starlink swelled 79%.The company's stock has declined 8% since its record-breaking initial public offering in June that valued the company at about $1.75 trillion. The stock could face additional pressure from the expiry of SpaceX's post-IPO lock-up period starting on Thursday, which may unleash a wave of insider and early-investor shares on the market.STARLINK, CONNECTIVITY DRIVE SPACEXSpaceX President Gwynne Shotwell said she expected SpaceX to snatch “quite a few\" of T-Mobile, AT&T and Verizon customers with the Starlink business, and aims to build out ground-based infrastructure to complement its satellite network for \"a true mobile service.\" Shares in the telecom companies fell after hours.Starlink and SpaceX's broader connectivity operations remain the company's primary financial engine, underpinning Musk's push to build an AI-first business that extends beyond renting compute capacity to developing frontier models, consumer and enterprise software, and, eventually, data centers in space. But critics have argued that the strategy of using Starlink's profits to bankroll the AI business and Starship launch operations until they can stand on their own is unsustainable.\"That's a tremendous upside surprise today alone, the fact that AI is already monetizing itself. They're not relying on Starlink to fund operations there. I think that's a huge part of the story,\" said Brian Mulberry, chief market strategist at Zacks Investment Management.The company's satellite-internet unit has continued to expand its global subscriber base, aided by launches of additional satellites and a growing range of consumer, enterprise, aviation, maritime and government services.But average revenue per subscriber slumped 22% from a year earlier as SpaceX entered more international markets and rolled out lower-priced plans even as subscribers doubled to 12 million.SpaceX's AI business, which includes xAI, Grok, social media platform X, and a rapidly expanding data center operation, has been its biggest area of investment. The business is generating revenue from compute contracts with Anthropic, Alphabet's Google and Reflection AI, though a portion of its recurring revenue has yet to be recognized.SpaceX sharply increased capital spending on AI, pouring in $15.83 billion in the second quarter ended June 30, from $749 million a year earlier.SPACE REVENUE JUMPSStarship, SpaceX's next-generation reusable rocket system, is yet to enter commercial service but is expected to enable deployment of higher-bandwidth Starlink satellites and orbital AI-computing infrastructure.Space revenue grew 29% year over year.The company's ability to turn Starship into a reliably reusable vehicle is central to its longer-term strategy. Investors have closely watched for updates on testing progress, launch cadence, reusability milestones and the vehicle's satellite-deployment capabilities.Separately, SpaceX said it had partnered with Nvidia NVDA.O to use its chips in the Starmind AI1 orbital compute satellites.The space segment, which includes commercial launches, government missions and development of Starship, remains a significant source of costs and uncertainty.While launch activity for Falcon — SpaceX's partially reusable workhorse rocket — has remained robust, revenue can vary with the mix of internal Starlink deployments, commercial customer missions and government contracts.In recent years, SpaceX has increasingly prioritized launches for its own satellite network over third-party payloads, while continuing to absorb significant costs tied to Starship's development.Investors will also be keen to hear Musk's comments on a scheduled conference call about a potential merger between SpaceX and Tesla after a Wall Street Journal report last week that executives at his electric-vehicle company had been told to prepare for a separation of its China business ahead of a potential deal.Musk dismissed the report as \"fake news,\" but he had previously declined to rule out the possibility, citing growing overlap between the companies.","news_type":1,"symbols_score_info":{"SPCX":2,"WARP":0.6,"SPAL":0.6,"ORBX":0.6,"SPTE":0.6,"XLC":0.6,"ABFL":0.6,"TYLG":0.6,"FDTX":0.6,"SPCQ":0.6,"SPCU":0.6,"FDRV":0.6,"WANT":0.6,"AIFD":0.6,"SPCH":0.6,"WATS":0.6,"WSPC":0.6,"USD":0.6,"AIPI":0.6,"VGT":0.6,"JGRO":0.6,"USXF":0.6,"CMAG":0.6,"GAMR":0.6,"LOFF":0.6,"MARS":0.6,"SPCM":0.6,"SNK":0.6,"OGIG":0.6,"SPCF":0.6,"CHAT":0.6,"AGOX":0.6,"GXPC":0.6,"SPAX":0.6,"CLSE":0.6,"SPCG":0.6,"XLK":0.6,"VT":0.6,"SSPC":0.6,"CHPX":0.6,"CNEQ":0.6}},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593347540313456,"gmtCreate":1785886649790,"gmtModify":1785886653031,"author":{"id":"3569141107336011","authorId":"3569141107336011","name":"c0bra36","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569141107336011","authorIdStr":"3569141107336011"},"themes":[],"title":"","htmlText":"AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.&nbsp;","listText":"AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.&nbsp;","text":"AMD trade has been over crowded before result released. Sell off is expected as they are looking at a better result than this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593347540313456","repostId":"2657564894","repostType":2,"repost":{"id":"2657564894","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1785874809,"share":"https://ttm.financial/m/news/2657564894?lang=en_US&edition=fundamental","pubTime":"2026-08-05 04:20","market":"nz","language":"en","title":"AMD Forecasts Upbeat Revenue on Strong AI Chip Demand, but Shares Fall 9% on Lofty Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=2657564894","media":"Reuters","summary":"UPDATE 2-AMD forecasts upbeat revenue on strong AI chip demand, but shares fall on lofty expectationsAug 4 (Reuters)-AMDAMD.Oforecast quarterly revenue above Wall Street estimates on Tuesday, banking ","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/AMD\">AMD</a> forecast quarterly revenue above Wall Street estimates on Tuesday, banking on strong demand for its chips from massive data-center capacity expansions to power AI technologies.</p><p style=\"text-align: left;\">Yet, its shares fell about 9% in extended trading, suggesting that investors were looking for an even stronger outlook after the stock more than doubled this year spurred on by AI optimism.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cf9d376c08a285243329728e4aae2708\" data-align=\"center\" tg-width=\"777\" tg-height=\"615\"/><span></span></p><p style=\"text-align: left;\">&#34;AMD is now in a similar position to <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and the hyperscalers, where investors are looking for evidence that AI infrastructure investments will continue translating into accelerating returns,&#34; said Jacob Bourne, an analyst at Emarketer.</p><p style=\"text-align: left;\">The Santa Clara, California-based company is regarded as chip giant Nvidia&#39;s closest rival in the market for graphics processing units, as major technology companies and governments worldwide ramp up spending on AI infrastructure.</p><p style=\"text-align: left;\">It has stepped up its AI product launches and moved beyond selling individual chips to offering AI systems that combine processors, networking gear and related hardware, giving customers an integrated AI infrastructure option and allowing it to better rival Nvidia&#39;s rack-scale offerings.</p><p style=\"text-align: left;\">AMD expects third-quarter revenue of about $13 billion, plus or minus $300 million, while analysts estimate $12.52 billion, according to data compiled by LSEG.</p><p style=\"text-align: left;\">Its expects adjusted gross margin to be about 56%, largely in line with estimates.</p><p style=\"text-align: left;\">The forecast suggests that AMD&#39;s multi-billion dollar investments to challenge chip giant Nvidia&#39;s dominance in the market for AI chips are beginning to pay off, with sales of its data-center processors accelerating sharply.</p><p style=\"text-align: left;\">While GPUs dominate heavy AI training, AMD is also benefiting from growing demand for central processing units, which are used alongside pricey graphics processors in servers. This has helped AMD capture market share from Intel.</p><p style=\"text-align: left;\">AMD&#39;s second-quarter revenue jumped 50% to $11.54 billion, beating the estimate of $11.28 billion. Data-center revenue more than doubled to $6.72 billion, also exceeding expectations of $6.48 billion.</p><p style=\"text-align: left;\">Adjusted profit of $1.66 per share surpassed the estimated $1.62.</p><p style=\"text-align: left;\">At AMD&#39;s AI event in July, CEO Lisa Su said the company&#39;s second-generation Helios AI servers, featuring the MI455X AI accelerator and &#34;Venice&#34; processor made by TSMC, are in full production and would begin shipping in the coming months.</p><p style=\"text-align: left;\">Supply, however, is constrained by AMD&#39;s reliance on TSMC, the world&#39;s largest contract chipmaker, where tight advanced packaging capacity continues to be a key hurdle.</p><p style=\"text-align: left;\">AMD has also secured major customers and infrastructure agreements in recent months, as it races to expand its AI business.</p><p style=\"text-align: left;\">About two weeks ago, it agreed to sell Anthropic tens of billions of dollars worth of AI servers powered by up to 2 gigawatts of MI450 chips from early 2027, and invest up to $5 billion in the IPO-bound Claude maker, contingent on deployment milestones.</p><p style=\"text-align: left;\">The company has also locked in up to 2.5 GW of data center capacity through a deal with <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a>, while gaining warrants to purchase the company&#39;s stock.</p><p style=\"text-align: left;\">AMD&#39;s client and gaming segment, which caters to consumer hardware, saw sales of $3.84 billion in the second quarter, above estimates of $3.78 billion.</p><p style=\"text-align: left;\">Analysts have said weakness in the PC market, memory supply constraints and rising memory costs could weigh on demand and margins.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Forecasts Upbeat Revenue on Strong AI Chip Demand, but Shares Fall 9% on Lofty Expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Forecasts Upbeat Revenue on Strong AI Chip Demand, but Shares Fall 9% on Lofty Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-05 04:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/AMD\">AMD</a> forecast quarterly revenue above Wall Street estimates on Tuesday, banking on strong demand for its chips from massive data-center capacity expansions to power AI technologies.</p><p style=\"text-align: left;\">Yet, its shares fell about 9% in extended trading, suggesting that investors were looking for an even stronger outlook after the stock more than doubled this year spurred on by AI optimism.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cf9d376c08a285243329728e4aae2708\" data-align=\"center\" tg-width=\"777\" tg-height=\"615\"/><span></span></p><p style=\"text-align: left;\">&#34;AMD is now in a similar position to <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and the hyperscalers, where investors are looking for evidence that AI infrastructure investments will continue translating into accelerating returns,&#34; said Jacob Bourne, an analyst at Emarketer.</p><p style=\"text-align: left;\">The Santa Clara, California-based company is regarded as chip giant Nvidia&#39;s closest rival in the market for graphics processing units, as major technology companies and governments worldwide ramp up spending on AI infrastructure.</p><p style=\"text-align: left;\">It has stepped up its AI product launches and moved beyond selling individual chips to offering AI systems that combine processors, networking gear and related hardware, giving customers an integrated AI infrastructure option and allowing it to better rival Nvidia&#39;s rack-scale offerings.</p><p style=\"text-align: left;\">AMD expects third-quarter revenue of about $13 billion, plus or minus $300 million, while analysts estimate $12.52 billion, according to data compiled by LSEG.</p><p style=\"text-align: left;\">Its expects adjusted gross margin to be about 56%, largely in line with estimates.</p><p style=\"text-align: left;\">The forecast suggests that AMD&#39;s multi-billion dollar investments to challenge chip giant Nvidia&#39;s dominance in the market for AI chips are beginning to pay off, with sales of its data-center processors accelerating sharply.</p><p style=\"text-align: left;\">While GPUs dominate heavy AI training, AMD is also benefiting from growing demand for central processing units, which are used alongside pricey graphics processors in servers. This has helped AMD capture market share from Intel.</p><p style=\"text-align: left;\">AMD&#39;s second-quarter revenue jumped 50% to $11.54 billion, beating the estimate of $11.28 billion. Data-center revenue more than doubled to $6.72 billion, also exceeding expectations of $6.48 billion.</p><p style=\"text-align: left;\">Adjusted profit of $1.66 per share surpassed the estimated $1.62.</p><p style=\"text-align: left;\">At AMD&#39;s AI event in July, CEO Lisa Su said the company&#39;s second-generation Helios AI servers, featuring the MI455X AI accelerator and &#34;Venice&#34; processor made by TSMC, are in full production and would begin shipping in the coming months.</p><p style=\"text-align: left;\">Supply, however, is constrained by AMD&#39;s reliance on TSMC, the world&#39;s largest contract chipmaker, where tight advanced packaging capacity continues to be a key hurdle.</p><p style=\"text-align: left;\">AMD has also secured major customers and infrastructure agreements in recent months, as it races to expand its AI business.</p><p style=\"text-align: left;\">About two weeks ago, it agreed to sell Anthropic tens of billions of dollars worth of AI servers powered by up to 2 gigawatts of MI450 chips from early 2027, and invest up to $5 billion in the IPO-bound Claude maker, contingent on deployment milestones.</p><p style=\"text-align: left;\">The company has also locked in up to 2.5 GW of data center capacity through a deal with <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a>, while gaining warrants to purchase the company&#39;s stock.</p><p style=\"text-align: left;\">AMD&#39;s client and gaming segment, which caters to consumer hardware, saw sales of $3.84 billion in the second quarter, above estimates of $3.78 billion.</p><p style=\"text-align: left;\">Analysts have said weakness in the PC market, memory supply constraints and rising memory costs could weigh on demand and margins.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAI":"iShares A.I. 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US Equity Sustainability Leaders A Acc USD","WUGI":"AXS Esoterica NextG Economy ETF","PSI":"INVESCO SEMICONDUCTORS ETF","AMDD":"1倍做空AMD ETF-Direxion","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","AMDG":"2倍做多AMD ETF- Leverage Shares","AMDL":"2倍做多AMD ETF-GraniteShares","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4573":"虚拟现实","AMDS":"GRANITESHARES 1X SHORT AMD DAILY ETF","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","AMDU":"Defiance Leveraged Long + Income AMD ETF"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260804:nL6N4411CH:2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657564894","content_text":"AMD forecast quarterly revenue above Wall Street estimates on Tuesday, banking on strong demand for its chips from massive data-center capacity expansions to power AI technologies.Yet, its shares fell about 9% in extended trading, suggesting that investors were looking for an even stronger outlook after the stock more than doubled this year spurred on by AI optimism.\"AMD is now in a similar position to Nvidia and the hyperscalers, where investors are looking for evidence that AI infrastructure investments will continue translating into accelerating returns,\" said Jacob Bourne, an analyst at Emarketer.The Santa Clara, California-based company is regarded as chip giant Nvidia's closest rival in the market for graphics processing units, as major technology companies and governments worldwide ramp up spending on AI infrastructure.It has stepped up its AI product launches and moved beyond selling individual chips to offering AI systems that combine processors, networking gear and related hardware, giving customers an integrated AI infrastructure option and allowing it to better rival Nvidia's rack-scale offerings.AMD expects third-quarter revenue of about $13 billion, plus or minus $300 million, while analysts estimate $12.52 billion, according to data compiled by LSEG.Its expects adjusted gross margin to be about 56%, largely in line with estimates.The forecast suggests that AMD's multi-billion dollar investments to challenge chip giant Nvidia's dominance in the market for AI chips are beginning to pay off, with sales of its data-center processors accelerating sharply.While GPUs dominate heavy AI training, AMD is also benefiting from growing demand for central processing units, which are used alongside pricey graphics processors in servers. This has helped AMD capture market share from Intel.AMD's second-quarter revenue jumped 50% to $11.54 billion, beating the estimate of $11.28 billion. Data-center revenue more than doubled to $6.72 billion, also exceeding expectations of $6.48 billion.Adjusted profit of $1.66 per share surpassed the estimated $1.62.At AMD's AI event in July, CEO Lisa Su said the company's second-generation Helios AI servers, featuring the MI455X AI accelerator and \"Venice\" processor made by TSMC, are in full production and would begin shipping in the coming months.Supply, however, is constrained by AMD's reliance on TSMC, the world's largest contract chipmaker, where tight advanced packaging capacity continues to be a key hurdle.AMD has also secured major customers and infrastructure agreements in recent months, as it races to expand its AI business.About two weeks ago, it agreed to sell Anthropic tens of billions of dollars worth of AI servers powered by up to 2 gigawatts of MI450 chips from early 2027, and invest up to $5 billion in the IPO-bound Claude maker, contingent on deployment milestones.The company has also locked in up to 2.5 GW of data center capacity through a deal with Core Scientific, while gaining warrants to purchase the company's stock.AMD's client and gaming segment, which caters to consumer hardware, saw sales of $3.84 billion in the second quarter, above estimates of $3.78 billion.Analysts have said weakness in the PC market, memory supply constraints and rising memory costs could weigh on demand and margins.","news_type":1,"symbols_score_info":{"GAMR":0.6,"XNTK":0.6,"DAMD":0.6,"AMDL":0.6,"AMD":1.97,"USXF":0.6,"AMDD":0.6,"FTXL":0.6,"AIQ":0.6,"WISE":0.6,"ILDR":0.6,"AMDY":0.6,"PSI":0.6,"TRFK":0.6,"ARTY":0.6,"FAI":0.6,"AMDS":0.6,"TEK":0.6,"WUGI":0.6,"SOXY":0.6,"AMDG":0.6,"CHPS":0.6,"AMUU":0.6,"TTEQ":0.6,"BAI":0.6,"SOXX":0.6,"AMDW":0.6,"AMDU":0.6,"CHAT":0.6,"CNAV":0.6,"AIS":0.6,"LEGR":0.6,"AMYY":0.6,"IETC":0.6,"QQQA":0.6,"SMHX":0.6,"SMH":0.6}},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593136435733024,"gmtCreate":1785835179199,"gmtModify":1785835182289,"author":{"id":"4172323236375242","authorId":"4172323236375242","name":"InvestToRetire","avatar":"https://community-static.tradeup.com/news/8d70dd9ca2f57b29c925c8b6753b8061","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4172323236375242","authorIdStr":"4172323236375242"},"themes":[],"title":"","htmlText":"Grab is doing well. It has started pilot for autonomous driving in Punggol. Driverless cabs soon across Singapore?","listText":"Grab is doing well. It has started pilot for autonomous driving in Punggol. Driverless cabs soon across Singapore?","text":"Grab is doing well. It has started pilot for autonomous driving in Punggol. Driverless cabs soon across Singapore?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/593136435733024","repostId":"2656300930","repostType":2,"repost":{"id":"2656300930","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1785797948,"share":"https://ttm.financial/m/news/2656300930?lang=en_US&edition=fundamental","pubTime":"2026-08-04 06:59","market":"us","language":"en","title":"Singapore's Grab Lifts 2026 Revenue Forecast on Solid Delivery, Ride-Hailing Demand, Shares Rise 3% After-Hours","url":"https://stock-news.laohu8.com/highlight/detail?id=2656300930","media":"Reuters","summary":"Singapore's $Grab(GRAB)$ raised its annual revenue forecast on Tuesday, betting on stronger demand for its ride-hailing and delivery services, helped by promotional offers and platform expansion...","content":"<html><head></head><body><p style=\"text-align: left;\">Singapore&#39;s <a href=\"https://laohu8.com/S/GRAB\">Grab</a> raised its annual revenue forecast on Tuesday, betting on stronger demand for its ride-hailing and delivery services, helped by promotional offers and platform expansion efforts by the company.</p><p style=\"text-align: left;\">Shares of the Nasdaq-listed company, down over 26% so far this year, rose nearly 3% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/80d5910264a0284f523f990774c197f3\" data-align=\"center\" tg-width=\"765\" tg-height=\"624\"/><span></span></p><p style=\"text-align: left;\">Grab, the biggest ride-hailing and delivery firm in Southeast Asia, also announced a new $750 million share buyback program.</p><p style=\"text-align: left;\">The company has banked on features such as order bundling and a budget-friendly service tier called &#34;Saver&#34; to drive demand in its core ride-hailing and delivery businesses, aiming to win over cost-conscious consumers grappling with higher fuel prices following the Iran war.</p><p style=\"text-align: left;\">The company is also rapidly scaling its grocery delivery operations — one of its fast-growing segments — and financial services business by building out its loan and insurance offerings for riders and merchants on its platform.</p><p style=\"text-align: left;\">Grab now expects total revenue of between $4.10 billion and $4.15 billion for 2026, compared with its prior projection of $4.04 billion to $4.10 billion. Analysts on average expect annual revenue of $4.12 billion, according to data compiled by LSEG.</p><p style=\"text-align: left;\">It reported total revenue of $997 million in the second quarter ended June, up 22% from a year earlier, and above analysts&#39; estimate of $990.8 million.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore's Grab Lifts 2026 Revenue Forecast on Solid Delivery, Ride-Hailing Demand, Shares Rise 3% After-Hours</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore's Grab Lifts 2026 Revenue Forecast on Solid Delivery, Ride-Hailing Demand, Shares Rise 3% After-Hours\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-04 06:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Singapore&#39;s <a href=\"https://laohu8.com/S/GRAB\">Grab</a> raised its annual revenue forecast on Tuesday, betting on stronger demand for its ride-hailing and delivery services, helped by promotional offers and platform expansion efforts by the company.</p><p style=\"text-align: left;\">Shares of the Nasdaq-listed company, down over 26% so far this year, rose nearly 3% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/80d5910264a0284f523f990774c197f3\" data-align=\"center\" tg-width=\"765\" tg-height=\"624\"/><span></span></p><p style=\"text-align: left;\">Grab, the biggest ride-hailing and delivery firm in Southeast Asia, also announced a new $750 million share buyback program.</p><p style=\"text-align: left;\">The company has banked on features such as order bundling and a budget-friendly service tier called &#34;Saver&#34; to drive demand in its core ride-hailing and delivery businesses, aiming to win over cost-conscious consumers grappling with higher fuel prices following the Iran war.</p><p style=\"text-align: left;\">The company is also rapidly scaling its grocery delivery operations — one of its fast-growing segments — and financial services business by building out its loan and insurance offerings for riders and merchants on its platform.</p><p style=\"text-align: left;\">Grab now expects total revenue of between $4.10 billion and $4.15 billion for 2026, compared with its prior projection of $4.04 billion to $4.10 billion. Analysts on average expect annual revenue of $4.12 billion, according to data compiled by LSEG.</p><p style=\"text-align: left;\">It reported total revenue of $997 million in the second quarter ended June, up 22% from a year earlier, and above analysts&#39; estimate of $990.8 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999001135.SGD":"United ASEAN Fund SGD","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU1839390173.USD":"JPM ASEAN EQUITY \"A\" (USD) INC","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU0441851309.USD":"JPM ASEAN EQUITY \"A\" ACC","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","GRAG":"Leverage Shares 2X Long GRAB Daily ETF","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","BK4122":"互联网与直销零售","BK4022":"陆运","BK4230":"旅客陆运","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SG9999013478.USD":"利安新加坡股息基金","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","SG9999002406.SGD":"利安新加坡信托基金","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","GRAB":"Grab Holdings","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260803:nL4N440203:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2656300930","content_text":"Singapore's Grab raised its annual revenue forecast on Tuesday, betting on stronger demand for its ride-hailing and delivery services, helped by promotional offers and platform expansion efforts by the company.Shares of the Nasdaq-listed company, down over 26% so far this year, rose nearly 3% in extended trading.Grab, the biggest ride-hailing and delivery firm in Southeast Asia, also announced a new $750 million share buyback program.The company has banked on features such as order bundling and a budget-friendly service tier called \"Saver\" to drive demand in its core ride-hailing and delivery businesses, aiming to win over cost-conscious consumers grappling with higher fuel prices following the Iran war.The company is also rapidly scaling its grocery delivery operations — one of its fast-growing segments — and financial services business by building out its loan and insurance offerings for riders and merchants on its platform.Grab now expects total revenue of between $4.10 billion and $4.15 billion for 2026, compared with its prior projection of $4.04 billion to $4.10 billion. Analysts on average expect annual revenue of $4.12 billion, according to data compiled by LSEG.It reported total revenue of $997 million in the second quarter ended June, up 22% from a year earlier, and above analysts' estimate of $990.8 million.","news_type":1,"symbols_score_info":{"GRAB":1.98,"GRAG":0.6}},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569809505691000","authorId":"3569809505691000","name":"breAkdaWn","avatar":"https://community-static.tradeup.com/news/4c3676c14de9bfcd6f45bcf7ba4ddb6c","crmLevel":12,"crmLevelSwitch":0,"idStr":"3569809505691000","authorIdStr":"3569809505691000"},"content":"would rather have a cab driver in Singapore!!","text":"would rather have a cab driver in Singapore!!","html":"would rather have a cab driver in Singapore!!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590858155594384,"gmtCreate":1785249143543,"gmtModify":1785249193621,"author":{"id":"4223607693632232","authorId":"4223607693632232","name":"Spondoolees","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4223607693632232","authorIdStr":"4223607693632232"},"themes":[],"title":"","htmlText":"A Warren Buffet favourite. 7% up intra day tho, is it still worth buying?","listText":"A Warren Buffet favourite. 7% up intra day tho, is it still worth buying?","text":"A Warren Buffet favourite. 7% up intra day tho, is it still worth buying?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590858155594384","repostId":"2654337006","repostType":2,"repost":{"id":"2654337006","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1785236575,"share":"https://ttm.financial/m/news/2654337006?lang=en_US&edition=fundamental","pubTime":"2026-07-28 19:02","market":"us","language":"en","title":"Coca-Cola Q2 Adj. EPS $0.97 Beats $0.93 Estimate, Sales $13.400B Beat $13.162B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2654337006","media":"Benzinga Earnings","summary":"Coca-Cola (NYSE:KO) reported quarterly earnings of $0.97 per share which beat the analyst consensus estimate of $0.93 by 4.3 percent. This is a 11.49 percent increase over earnings of $0.87 per share from the same","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/KO\">Coca-Cola</a> reported Q2 earnings of $0.97 per share which beat the analyst consensus estimate of $0.93 by 4.3 percent. This is a 11.49 percent increase over earnings of $0.87 per share from the same period last year.</p><p style=\"text-align: left;\">The company reported quarterly sales of $13.400 billion which beat the analyst consensus estimate of $13.162 billion by 1.81 percent. This is a 7.20 percent increase over sales of $12.500 billion the same period last year.</p><p style=\"text-align: left;\">Coca-Cola raises annual sales, profit forecasts, sees annual revenue at the higher end of previous expectations, betting on strong demand.</p><p style=\"text-align: left;\">Coca-Cola surged over 7% intraday on Tuesday, hitting a record high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/41d95473039f38acaeaff0da26518e1d\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coca-Cola Q2 Adj. EPS $0.97 Beats $0.93 Estimate, Sales $13.400B Beat $13.162B Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCoca-Cola Q2 Adj. EPS $0.97 Beats $0.93 Estimate, Sales $13.400B Beat $13.162B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-07-28 19:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/KO\">Coca-Cola</a> reported Q2 earnings of $0.97 per share which beat the analyst consensus estimate of $0.93 by 4.3 percent. This is a 11.49 percent increase over earnings of $0.87 per share from the same period last year.</p><p style=\"text-align: left;\">The company reported quarterly sales of $13.400 billion which beat the analyst consensus estimate of $13.162 billion by 1.81 percent. This is a 7.20 percent increase over sales of $12.500 billion the same period last year.</p><p style=\"text-align: left;\">Coca-Cola raises annual sales, profit forecasts, sees annual revenue at the higher end of previous expectations, betting on strong demand.</p><p style=\"text-align: left;\">Coca-Cola surged over 7% intraday on Tuesday, hitting a record high.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/41d95473039f38acaeaff0da26518e1d\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - 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This is a 11.49 percent increase over earnings of $0.87 per share from the same period last year.The company reported quarterly sales of $13.400 billion which beat the analyst consensus estimate of $13.162 billion by 1.81 percent. This is a 7.20 percent increase over sales of $12.500 billion the same period last year.Coca-Cola raises annual sales, profit forecasts, sees annual revenue at the higher end of previous expectations, betting on strong demand.Coca-Cola surged over 7% intraday on Tuesday, hitting a record high.","news_type":1,"symbols_score_info":{"FTXG":0.6,"XLP":0.6,"UGE":0.6,"TRUO":0.6,"KO":1.98,"PBJ":0.6,"FSTA":0.6,"BREW":0.6}},"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588942691509248,"gmtCreate":1784814943746,"gmtModify":1784814946769,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4135831911794872","authorIdStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a> Sigh..they never learn their lesson","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a> Sigh..they never learn their lesson","text":"$S&P 500(.SPX)$ Sigh..they never learn their lesson","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588942691509248","repostId":"2653938577","repostType":2,"repost":{"id":"2653938577","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1784814086,"share":"https://ttm.financial/m/news/2653938577?lang=en_US&edition=fundamental","pubTime":"2026-07-23 21:41","market":"us","language":"en","title":"Alphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=2653938577","media":"Reuters","summary":"Alphabet's Q2 revenue beats estimates on Cloud, Search strengthOverviewU.S. search and cloud giant's Q2 revenue rose 24% yr/yr, beating analyst expectationsEPS surged 294% to $9.11, driven by net unre","content":"<html><head></head><body><p style=\"text-align: left;\">Alphabet on Wednesday reported its best-ever quarter of growth for its cloud computing division, but faced investor scrutiny after concerns about continued delays to its flagship AI model were aggravated by a $15 billion increase in capital spending ‌plans for 2026.</p><p style=\"text-align: left;\">The search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said on a conference call with analysts. The company said last quarter that it planned to spend between $180 billion and $190 billion this year.</p><p style=\"text-align: left;\">Shares of the company were down about 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5d948a7ee9a27c86fc3e8199258df0b3\" data-align=\"center\" tg-width=\"696\" tg-height=\"618\"/><span></span></p><p style=\"text-align: left;\">&#34;We have increased our capacity quite significantly over the past three years. The demand still outpaces that investment,&#34; Ashkenazi said in justifying the increased spending plans. She added that faster-than-expected delivery of capacity contributed to the hike.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/375e589011816344c05577507ffc54b8\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1080\"/><span></span></p><p style=\"text-align: left;\">Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, driven by strong demand from ⁠AI-hungry enterprises worldwide. Analysts on average expected a 64% increase, according to data compiled by LSEG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ee0a4a0308f899563e8def6ae5619caa\" data-align=\"center\" tg-width=\"731\" tg-height=\"463\"/><span></span></p><p style=\"text-align: left;\">Advertising revenue came in at $81.6 billion compared to estimates of $81.1 billion. Total revenue for the quarter was $119.8 billion, beating the consensus estimate of $116.9 billion.</p><p style=\"text-align: left;\">But, adjusted profit per share of $2.85 fell slightly short of Wall Street projections of $2.89. And the company reported negative free cash flow for the first time in its history, burning $5.9 billion this quarter.</p><p style=\"text-align: left;\">&#34;After a negative cash flow quarter, the new raise in capex does not sit well for Alphabet,&#34; said Thomas Monteiro, senior analyst at Investing.com. &#34;The market&#39;s most reliable cash generators are now spending more than they bring in. As long as revenue keeps accelerating, investors will tolerate it. But capital has a real cost again, and the room for error is shrinking every quarter.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e427ed38fd5a5e5abc26a3ea5aa014ca\" data-align=\"center\" tg-width=\"735\" tg-height=\"483\"/><span></span></p><h4 style=\"text-align: left;\"><strong>MODEL UNCERTAINTY TEMPERS CLOUD GAINS</strong></h4><p style=\"text-align: left;\">While Google Cloud has made Alphabet a big beneficiary of the AI boom, the company&#39;s own AI efforts have lost some steam this year after it <u>delayed</u> the June launch of its next flagship model, Gemini 3.5 Pro.</p><p style=\"text-align: left;\">That has left Google trailing in the AI coding tools market and fueled concerns on Wall Street, especially as Anthropic and OpenAI have ‌consistently rolled ⁠out enterprise-focused upgrades, and Chinese open-source models have also gained strong traction.</p><p style=\"text-align: left;\">During the question-and-answer portion of the earnings call, multiple analysts pressed CEO Sundar Pichai for clarity around whether Google could keep with its rivals at the frontier of model development.</p><p style=\"text-align: left;\">&#34;There are many attributes on which we are still at the frontier. There are areas where we&#39;ve acknowledged we need to improve; coding and agentic coding is an example of that,&#34; Pichai said on the call.</p><p style=\"text-align: left;\">Pichai said that while Google continued to test Gemini 3.5 Pro, it had also started training Gemini 4 and was &#34;applying a lot of our compute and effort in that direction&#34; in order to ⁠remain competitive.</p><p style=\"text-align: left;\">&#34;We are both very committed and very confident of being at the frontier for the next generation,&#34; he said.</p><p style=\"text-align: left;\">Meanwhile, Google began recognizing revenue from direct sales of its TPU chips, which compete with Nvidia&#39;s GPUs, for the first time in the second quarter though the vast majority of revenue from business agreements would come through next year, Ashkenazi said.</p><p style=\"text-align: left;\">The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen ⁠demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.</p><p style=\"text-align: left;\">Big Tech is expected to spend well over $700 billion this year primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year.</p><p style=\"text-align: left;\">Ashkenazi reaffirmed on the call that Alphabet planned another significant ⁠increase to capex in 2027.</p><p style=\"text-align: left;\">Alphabet shares have been among the best performers in the &#34;Magnificent 7&#34; group of stocks this year so far, rising more than 9% through last close. But concerns over the Gemini delays, some high-profile executive departures and regulatory pressures have dragged the stock about 9% lower since the end of April.<br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-07-23 21:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Alphabet on Wednesday reported its best-ever quarter of growth for its cloud computing division, but faced investor scrutiny after concerns about continued delays to its flagship AI model were aggravated by a $15 billion increase in capital spending ‌plans for 2026.</p><p style=\"text-align: left;\">The search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said on a conference call with analysts. The company said last quarter that it planned to spend between $180 billion and $190 billion this year.</p><p style=\"text-align: left;\">Shares of the company were down about 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5d948a7ee9a27c86fc3e8199258df0b3\" data-align=\"center\" tg-width=\"696\" tg-height=\"618\"/><span></span></p><p style=\"text-align: left;\">&#34;We have increased our capacity quite significantly over the past three years. The demand still outpaces that investment,&#34; Ashkenazi said in justifying the increased spending plans. She added that faster-than-expected delivery of capacity contributed to the hike.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/375e589011816344c05577507ffc54b8\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1080\"/><span></span></p><p style=\"text-align: left;\">Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, driven by strong demand from ⁠AI-hungry enterprises worldwide. Analysts on average expected a 64% increase, according to data compiled by LSEG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ee0a4a0308f899563e8def6ae5619caa\" data-align=\"center\" tg-width=\"731\" tg-height=\"463\"/><span></span></p><p style=\"text-align: left;\">Advertising revenue came in at $81.6 billion compared to estimates of $81.1 billion. Total revenue for the quarter was $119.8 billion, beating the consensus estimate of $116.9 billion.</p><p style=\"text-align: left;\">But, adjusted profit per share of $2.85 fell slightly short of Wall Street projections of $2.89. And the company reported negative free cash flow for the first time in its history, burning $5.9 billion this quarter.</p><p style=\"text-align: left;\">&#34;After a negative cash flow quarter, the new raise in capex does not sit well for Alphabet,&#34; said Thomas Monteiro, senior analyst at Investing.com. &#34;The market&#39;s most reliable cash generators are now spending more than they bring in. As long as revenue keeps accelerating, investors will tolerate it. But capital has a real cost again, and the room for error is shrinking every quarter.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e427ed38fd5a5e5abc26a3ea5aa014ca\" data-align=\"center\" tg-width=\"735\" tg-height=\"483\"/><span></span></p><h4 style=\"text-align: left;\"><strong>MODEL UNCERTAINTY TEMPERS CLOUD GAINS</strong></h4><p style=\"text-align: left;\">While Google Cloud has made Alphabet a big beneficiary of the AI boom, the company&#39;s own AI efforts have lost some steam this year after it <u>delayed</u> the June launch of its next flagship model, Gemini 3.5 Pro.</p><p style=\"text-align: left;\">That has left Google trailing in the AI coding tools market and fueled concerns on Wall Street, especially as Anthropic and OpenAI have ‌consistently rolled ⁠out enterprise-focused upgrades, and Chinese open-source models have also gained strong traction.</p><p style=\"text-align: left;\">During the question-and-answer portion of the earnings call, multiple analysts pressed CEO Sundar Pichai for clarity around whether Google could keep with its rivals at the frontier of model development.</p><p style=\"text-align: left;\">&#34;There are many attributes on which we are still at the frontier. There are areas where we&#39;ve acknowledged we need to improve; coding and agentic coding is an example of that,&#34; Pichai said on the call.</p><p style=\"text-align: left;\">Pichai said that while Google continued to test Gemini 3.5 Pro, it had also started training Gemini 4 and was &#34;applying a lot of our compute and effort in that direction&#34; in order to ⁠remain competitive.</p><p style=\"text-align: left;\">&#34;We are both very committed and very confident of being at the frontier for the next generation,&#34; he said.</p><p style=\"text-align: left;\">Meanwhile, Google began recognizing revenue from direct sales of its TPU chips, which compete with Nvidia&#39;s GPUs, for the first time in the second quarter though the vast majority of revenue from business agreements would come through next year, Ashkenazi said.</p><p style=\"text-align: left;\">The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen ⁠demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.</p><p style=\"text-align: left;\">Big Tech is expected to spend well over $700 billion this year primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year.</p><p style=\"text-align: left;\">Ashkenazi reaffirmed on the call that Alphabet planned another significant ⁠increase to capex in 2027.</p><p style=\"text-align: left;\">Alphabet shares have been among the best performers in the &#34;Magnificent 7&#34; group of stocks this year so far, rising more than 9% through last close. But concerns over the Gemini delays, some high-profile executive departures and regulatory pressures have dragged the stock about 9% lower since the end of April.<br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ILDR":"First Trust Innovation Leaders ETF","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","OGIG":"ALPS O'Shares Global Internet Giants ETF","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0976567544.SGD":"FTIF - 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The company said last quarter that it planned to spend between $180 billion and $190 billion this year.Shares of the company were down about 6%.\"We have increased our capacity quite significantly over the past three years. The demand still outpaces that investment,\" Ashkenazi said in justifying the increased spending plans. She added that faster-than-expected delivery of capacity contributed to the hike.Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, driven by strong demand from ⁠AI-hungry enterprises worldwide. Analysts on average expected a 64% increase, according to data compiled by LSEG.Advertising revenue came in at $81.6 billion compared to estimates of $81.1 billion. Total revenue for the quarter was $119.8 billion, beating the consensus estimate of $116.9 billion.But, adjusted profit per share of $2.85 fell slightly short of Wall Street projections of $2.89. And the company reported negative free cash flow for the first time in its history, burning $5.9 billion this quarter.\"After a negative cash flow quarter, the new raise in capex does not sit well for Alphabet,\" said Thomas Monteiro, senior analyst at Investing.com. \"The market's most reliable cash generators are now spending more than they bring in. As long as revenue keeps accelerating, investors will tolerate it. But capital has a real cost again, and the room for error is shrinking every quarter.\"MODEL UNCERTAINTY TEMPERS CLOUD GAINSWhile Google Cloud has made Alphabet a big beneficiary of the AI boom, the company's own AI efforts have lost some steam this year after it delayed the June launch of its next flagship model, Gemini 3.5 Pro.That has left Google trailing in the AI coding tools market and fueled concerns on Wall Street, especially as Anthropic and OpenAI have ‌consistently rolled ⁠out enterprise-focused upgrades, and Chinese open-source models have also gained strong traction.During the question-and-answer portion of the earnings call, multiple analysts pressed CEO Sundar Pichai for clarity around whether Google could keep with its rivals at the frontier of model development.\"There are many attributes on which we are still at the frontier. There are areas where we've acknowledged we need to improve; coding and agentic coding is an example of that,\" Pichai said on the call.Pichai said that while Google continued to test Gemini 3.5 Pro, it had also started training Gemini 4 and was \"applying a lot of our compute and effort in that direction\" in order to ⁠remain competitive.\"We are both very committed and very confident of being at the frontier for the next generation,\" he said.Meanwhile, Google began recognizing revenue from direct sales of its TPU chips, which compete with Nvidia's GPUs, for the first time in the second quarter though the vast majority of revenue from business agreements would come through next year, Ashkenazi said.The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen ⁠demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.Big Tech is expected to spend well over $700 billion this year primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year.Ashkenazi reaffirmed on the call that Alphabet planned another significant ⁠increase to capex in 2027.Alphabet shares have been among the best performers in the \"Magnificent 7\" group of stocks this year so far, rising more than 9% through last close. But concerns over the Gemini delays, some high-profile executive departures and regulatory pressures have dragged the stock about 9% lower since the end of April.","news_type":1,"symbols_score_info":{"TRUC":0.6,"LTL":0.6,"OGIG":0.6,"CQTM":0.6,"XLC":0.6,"METV":0.6,"CMAG":0.6,"GGLL":0.6,"ILDR":0.6,"GOOG":2,"GOU":0.6,"GXPC":0.6,"XDAT":0.6,"GOOX":0.6,"EFIV":0.6,"SNPE":0.6,"GOOW":0.6,"SKYY":0.6,"GGLS":0.6,"VOX":0.6,"FCOM":0.6,"GOOY":0.6,"GOOGL":1.98,"GOOP":0.6}},"isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588585444651432,"gmtCreate":1784727821469,"gmtModify":1784731149126,"author":{"id":"3577695984170734","authorId":"3577695984170734","name":"Alvin123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577695984170734","authorIdStr":"3577695984170734"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588585444651432","repostId":"1177184951","repostType":2,"repost":{"id":"1177184951","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1784727365,"share":"https://ttm.financial/m/news/1177184951?lang=en_US&edition=fundamental","pubTime":"2026-07-22 21:36","market":"us","language":"en","title":"Super Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double","url":"https://stock-news.laohu8.com/highlight/detail?id=1177184951","media":"Dow Jones","summary":"Super Micro Computer, a server manufacturer, announced on Tuesday that its profitability for the June quarter exceeded prior expectations, accompanied by a surge in new orders, leading to a 15% jump...","content":"<html><head></head><body><p style=\"text-align: left;\">The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mix</p><p style=\"text-align: left;\">Super Micro announces official results for its fiscal fourth quarter on Aug. 11.</p><p style=\"text-align: left;\">Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company&#39;s gross margins are expected to double from previous guidance.</p><p style=\"text-align: left;\">Shares of Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> surging 17% on Wednesday. The company expects GAAP and non-GAAP gross margins for the quarter to be between 15% and 17%, roughly doubling from the its prior guidance range of 8.2% to 8.4%. Management attributed the surprise increase to &#34;a favorable customer and product mix.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6aecde22a77ac65acecdacecf85d0fdd\" data-align=\"center\" tg-width=\"768\" tg-height=\"627\"/><span></span></p><p style=\"text-align: left;\">Demand for the Super Micro&#39;s modular data-center solutions appears to be on the rise, as the company shared that it received new orders in excess of $60 billion in the quarter, setting a new record.</p><p style=\"text-align: left;\">The gross-margin figures and record backlog overshadowed the company&#39;s announcement that fourth-quarter revenues are estimated to be near the low end of the $11 billion to $12.5 billion guidance range.</p><p style=\"text-align: left;\">The stock&#39;s surge marks a turnaround in investor sentiment, as shares of Super Micro have nearly halved since their early June peak. On June 9, the company announced plans to raise $7 billion of equity financing to support a surge in artificial-intelligence server orders, causing the stock to sell off on fears of investor dilution and overspending.</p><p style=\"text-align: left;\">Super Micro&#39;s gross margins have been a key focus for investors in recent quarters, as the company has been making an expensive AI pivot and prioritizing capturing market share over profitability. Super Micro aims to evolve from a server designer and manufacturer to a total data-center solutions provider.</p><p style=\"text-align: left;\">Gross margins troughed at 6.3% in the second quarter of fiscal 2026, which CEO Charles Liang attributed to customer mix, tariffs and shortages of key components such as memory products. Gross margins improved slightly in the third quarter, increasing to 9.9%.</p><p style=\"text-align: left;\">The margin recovery signals that Super Micro could be gaining more pricing power with its AI server solutions. On the company&#39;s most recent earnings call in May, Liang shared that Super Micro was committed to achieving a sustainable double-digit gross margin by prioritizing the enterprise market and the company&#39;s Data Center Building <a href=\"https://laohu8.com/S/XYZ\">Block</a> Solutions business.</p><p style=\"text-align: left;\">Super Micro has scored major AI customers such as SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a>, with Liang writing in a June post on X that the two companies are co-building a new data center together.</p><p style=\"text-align: left;\">The company announces its official fourth-quarter results on Tuesday, Aug. 11.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro's Stock Soars Nearly 17% as Its Margins Unexpectedly Double\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-22 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mix</p><p style=\"text-align: left;\">Super Micro announces official results for its fiscal fourth quarter on Aug. 11.</p><p style=\"text-align: left;\">Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company&#39;s gross margins are expected to double from previous guidance.</p><p style=\"text-align: left;\">Shares of Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> surging 17% on Wednesday. The company expects GAAP and non-GAAP gross margins for the quarter to be between 15% and 17%, roughly doubling from the its prior guidance range of 8.2% to 8.4%. Management attributed the surprise increase to &#34;a favorable customer and product mix.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6aecde22a77ac65acecdacecf85d0fdd\" data-align=\"center\" tg-width=\"768\" tg-height=\"627\"/><span></span></p><p style=\"text-align: left;\">Demand for the Super Micro&#39;s modular data-center solutions appears to be on the rise, as the company shared that it received new orders in excess of $60 billion in the quarter, setting a new record.</p><p style=\"text-align: left;\">The gross-margin figures and record backlog overshadowed the company&#39;s announcement that fourth-quarter revenues are estimated to be near the low end of the $11 billion to $12.5 billion guidance range.</p><p style=\"text-align: left;\">The stock&#39;s surge marks a turnaround in investor sentiment, as shares of Super Micro have nearly halved since their early June peak. On June 9, the company announced plans to raise $7 billion of equity financing to support a surge in artificial-intelligence server orders, causing the stock to sell off on fears of investor dilution and overspending.</p><p style=\"text-align: left;\">Super Micro&#39;s gross margins have been a key focus for investors in recent quarters, as the company has been making an expensive AI pivot and prioritizing capturing market share over profitability. Super Micro aims to evolve from a server designer and manufacturer to a total data-center solutions provider.</p><p style=\"text-align: left;\">Gross margins troughed at 6.3% in the second quarter of fiscal 2026, which CEO Charles Liang attributed to customer mix, tariffs and shortages of key components such as memory products. Gross margins improved slightly in the third quarter, increasing to 9.9%.</p><p style=\"text-align: left;\">The margin recovery signals that Super Micro could be gaining more pricing power with its AI server solutions. On the company&#39;s most recent earnings call in May, Liang shared that Super Micro was committed to achieving a sustainable double-digit gross margin by prioritizing the enterprise market and the company&#39;s Data Center Building <a href=\"https://laohu8.com/S/XYZ\">Block</a> Solutions business.</p><p style=\"text-align: left;\">Super Micro has scored major AI customers such as SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a>, with Liang writing in a June post on X that the two companies are co-building a new data center together.</p><p style=\"text-align: left;\">The company announces its official fourth-quarter results on Tuesday, Aug. 11.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCC":"2倍做多SMCI ETF-Corgi","BK4588":"碎股","SMCZ":"2倍做空SMCI ETF-Defiance","SMCI":"超微电脑","LU1861215975.USD":"贝莱德新一代科技基金 A2","SMCX":"2倍做多SMCI ETF-Defiance","BK4170":"电脑硬件、储存设备及电脑周边","BK4543":"AI","SMYY":"GraniteShares YieldBOOST SMCI ETF","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SMCY":"SMCI期权收益策略ETF-YieldMax","SMCL":"2倍做多SMCI ETF-Graniteshares","BK4585":"ETF&股票定投概念","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177184951","content_text":"The AI server maker now expects gross margins to be in the range of 15% to 17% thanks to an improving customer and product mixSuper Micro announces official results for its fiscal fourth quarter on Aug. 11.Super Micro Computer delivered good news to investors on Tuesday, sharing in preliminary results for its fiscal fourth quarter that the company's gross margins are expected to double from previous guidance.Shares of Super Micro $(SMCI)$ surging 17% on Wednesday. The company expects GAAP and non-GAAP gross margins for the quarter to be between 15% and 17%, roughly doubling from the its prior guidance range of 8.2% to 8.4%. Management attributed the surprise increase to \"a favorable customer and product mix.\"Demand for the Super Micro's modular data-center solutions appears to be on the rise, as the company shared that it received new orders in excess of $60 billion in the quarter, setting a new record.The gross-margin figures and record backlog overshadowed the company's announcement that fourth-quarter revenues are estimated to be near the low end of the $11 billion to $12.5 billion guidance range.The stock's surge marks a turnaround in investor sentiment, as shares of Super Micro have nearly halved since their early June peak. On June 9, the company announced plans to raise $7 billion of equity financing to support a surge in artificial-intelligence server orders, causing the stock to sell off on fears of investor dilution and overspending.Super Micro's gross margins have been a key focus for investors in recent quarters, as the company has been making an expensive AI pivot and prioritizing capturing market share over profitability. Super Micro aims to evolve from a server designer and manufacturer to a total data-center solutions provider.Gross margins troughed at 6.3% in the second quarter of fiscal 2026, which CEO Charles Liang attributed to customer mix, tariffs and shortages of key components such as memory products. Gross margins improved slightly in the third quarter, increasing to 9.9%.The margin recovery signals that Super Micro could be gaining more pricing power with its AI server solutions. On the company's most recent earnings call in May, Liang shared that Super Micro was committed to achieving a sustainable double-digit gross margin by prioritizing the enterprise market and the company's Data Center Building Block Solutions business.Super Micro has scored major AI customers such as SpaceX $(SPCX)$, with Liang writing in a June post on X that the two companies are co-building a new data center together.The company announces its official fourth-quarter results on Tuesday, Aug. 11.","news_type":1,"symbols_score_info":{"SMCL":1,"SMCC":1,"SMYY":1,"SMCX":1,"SMCZ":1,"SMCY":1,"SMCI":1}},"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"allBottom":false,"essenBottom":false,"topicSource":"Post"}