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HOOD (Trans): Faster product rollout; expense guide cutSBUX (Trans): Raises margin guidanceARM (Trans): Core biz red-hot; new biz demand surgingMSFT (Trans): CY26 capex revised to approx. $175 bnQCOM (Trans): Initiated double-digit product price hikesMETA (Minutes: No 2027 Capex guidance; racing to build compute capacity in the next two years.SOFI Trans: Raises FY rev. guide, EBITDA flatEDU (Trans): FY guidance 14–18%, K-12 up 20%Fed rate decision out overnight; Xiaomi Pengcheng SUV to debut tomorrow night|Daily News RecapSK hynix: Memory Rally Over; Are LTAs the Safe Harbor?BE: Delay Fears Aside, Set to Ride the AI Power Crunch?SK hynix (Trans): LTAs include deposits; capacity adds won't cause immediate oversupplyBE (Trans): Raises FY guidance across the boardKO: AI Rout; Is Buffett Bleeding Again?KO (Trans): Volume Hits 17-Yr High; Raises FY OutlookNVDA CDS Hits Record High, Flashes Warning; BYD Humanoid Robot Set for Aug Debut | Daily News RecapGOOGL on Trial: market swings or an investment binge to blame?CATL riding high, but is it just 'hot air'?New U.S. tariffs take effect today; Tencent Cloud launches R&D agent CodeBuddy NPC | Daily News RecapINTC: CPU price hikes as a 'stopgap', turnaround still hinges on foundry?INTC (Trans): 2026 CapEx raised to $20bn+TSLA (2Q26 Trans): Optimus V4 capacity target: 10 mn units/yr
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