HK, US stocks top stories
Nvidia-backed CoreWeave boosts 2026 spending plan, beats quarterly estimates on AI demand surgeLumentum sees sales more than double as AI demand swellsSuper Micro Computer Jumps Up 7%+ After Hrs as FY Revenue Forecast BeatsCoreWeave (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?TME: Generous buybacks — can they reignite the 'small-and-beautiful' narrative?RKLB: Neutron may be delayed; can it challenge SpaceX?This AI Cloud Stock Is Obliterating Amazon, Microsoft, and Alphabet With a 1-Year Return of 275%. Is It Still a Buy?NVDA teams up with six tech giants to mobilize RMB 500bn for AI infra; PDD rolls out 'arrives as soon as tomorrow' entry | Daily News RecapIntel's Foundry Grew 31% Last Quarter and Lost $2.1 Billion Doing It.Intel Makes $15 Billion Move to Fund AI AmbitionsRKLB (Trans): >$1bn in new bookings, Neutron window narrowsWarren Buffett Personally Initiated Berkshire's $30 Billion Alphabet Stake, a Sign He's Still Making Calls Despite Stepping Back as ChairmanAmazon Stock Hits a New All-Time High: Is It Still a Buy?Warren Buffett's Successor, Greg Abel, Just Bought $4.5 Billion of the Oracle of Omaha's Favorite Stock (No, Not Alphabet!)New Fed Chair Kevin Warsh Has Refused to Give Forward Guidance for 2 Straight Meetings. Here's Why That Should Worry Markets.The Federal Reserve Just Released Its August Inflation Forecast, and It Could Put the FOMC on a Collision Course for Its September MeetingAlphabet's Cloud Computing Business Just Posted 82% Revenue Growth. Next Quarter Could Be Even Better.Nvidia CEO Jensen Huang Told Investors in Seoul to "Buy at a Discount" During the Recent AI Stock Sell-Off. Here's Whether His Call Has Paid Off.