AMD: Grabbing AI megadeals — why isn't the market buying?AMD (Trans): DC to double; 2x+ again by 2027SpaceX (Trans): AI turns profitable for the first time; targeting 100bn ARR by year-endSPOT: Muted print; story priced in, waiting for the next catalystSPOT (Trans): Subs Top 300mn, Monetizing MAUsAI compute sector sentiment rebounds; First global HBF storage standard goes live | Daily News RecapPLTR: Issues Fixed, Is the Cult Stock Back in Full Force?PLTR（Minutes）: US Corporate Revenue Seen Holding Its Q2 Torrid Pace Through End-2027LKNCY: Past the delivery hangover, is the 'Little Blue Cup' now riding tailwinds?LKNCY (Trans): SSS Turned Negative, Expansion UnabatedAlibaba officially launches Qwen 3.8-MAX; Xiaomi raises prices on several phone models | Daily News RecapRDDT: Beat but Plunged — Where’s the Catch?AMZN: AWS on a Tear, Finally Back with the Pack!COIN: Crypto Slide Retests Lows; Will Policy Tailwinds Return?AAPL: Sticking with Price Hikes—How Long Can Hardware Leadership Hold?RIVN (Trans): R2 conversion above expectations; Q4 is the real testRBLX (Trans): Q3 guide turns negative; higher biz volatility; no FY guideRDDT (Trans): Focus on feed improvementsCOIN Trans: Shift from Bitcoin to SubscriptionsAAPL (Trans): Strong sales turning into a headache? Sep-qtr guidance constrained by FX and supply.AMZN (Trans): Capex raised to $220bn