HK, US stocks top stories
JD (Trans): Profit inflection confirmed, Q3 revenue back to growthCoreWeave, Nebius: Compute price hikes, sponsor support—how long can NVDA's favorites keep their edge?JD: No AI arms race, no buybacks — can a 'frugal' strategy still work?SpaceX Has 1.4 Gigawatts of AI Capacity Online and Wants 10 Gigawatts by Next Year. Here's Why Microsoft Could Be the One Writing the Check.China Mobile (Trans): AIDC revenue surged >4x; telecom under pressureSMIC: Cycle Bull + China AI Chips, Twin Catalysts Lift-OffNebius (Trans): Year-end contracted power target raised to 5 GWGoogle Parent Alphabet Just Revealed How Many SpaceX Shares It Owns... and the Figure Is a DoozyDeepSeek, Grok 4.6 unveil same-day moves; AAPL in talks to license news for Siri | Daily News RecapJuly Inflation Data Came in as Expected, Lowering the Odds of a Fed Hike in September Yet AgainTencent: AI spend in overdrive? Rejuvenation needs a final pushTencent Holdings (Trans): Capex up 190%, AI drag RMB 10.5bnOn Aug. 26, Nvidia CEO Jensen Huang Will Provide an Update on Nvidia's $1 Trillion GPU Opportunity. But There's a Smaller Part of the Business Investors Shouldn't OverlookCoreWeave: Inflection point is here — are 'rank-and-file workers' finally making money?US Jul CPI due at 20:30 tonight; BYD Qin Max Flash-Charge goes on sale tomorrow | Daily News RecapNvidia's $500 Billion Financing Plan Is 20 Times What the Telecom Bubble Ran OnCoreWeave (Trans): Margins inflect; interest expense rising in tandemSE: Rally — Is E-com Finally Turning?A Recent Email Within Microsoft Seems to Confirm What Many Suspected: Tech Companies Are Overspending on AISE (Trans): Shopee targeting $1bn FY EBITDATencent Music (Minutes): Its Core Strategy for the Current Competitive Landscape Is to Hold the Line on Its SVIP Base.HOOD: Is the 'Robin Hood' of US retail investors really Trump's lost cause?