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Apple Q3 largely in line with expectations, supply and memory pressure drag down after-hours drop of 6%
Apple Q3 earnings beat expectations but guidance weak, strong demand for iPhone and Mac, services and Greater China revenue underperform, rising memory costs weigh on gross margin, after-hours stock down 6.3%.
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Robinhood Q2 Beats Expectations: Prediction Markets Offset Crypto Slump
Robinhood's Q2 financial report exceeded expectations, but crypto trading revenue continued to decline, while stock options and prediction markets saw record growth, net deposits hit a new high, and profit margins rebounded.
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Microsoft Q4 Beats Expectations: Azure Acceleration Eases AI Return Anxiety
Microsoft's earnings beat across the board, Azure growth accelerated 43%, AI capex continues to expand but cash flow remains healthy, shares surged 8.9% after hours, high capex coexists with positive free cash flow.
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SK Hynix Q2 Profit Margin Hits Record High, HBM4 and Long-Term Agreements Strengthen Demand Visibility
SK Hynix's Q2 2026 revenue hit a record high, HBM4 began shipping, and expanding AI memory demand drove DRAM and NAND prices up, but performance fell short of the most optimistic expectations, causing sharp stock price fluctuations, with the market focusing on earnings sustainability.
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Intel Q2 results and guidance significantly exceed expectations, AI demand drives fastest growth in 15 years
Intel's Q2 revenue and gross margin significantly beat expectations, data center and AI business surged 59% year-on-year, Q3 guidance continues to crush market expectations, capital expenditure raised to over $20 billion, after-hours stock price once rose 13% before narrowing to about 4%.
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Google's Q2 Cloud Business Exceeds Expectations Again, but Negative Free Cash Flow Raises Valuation Concerns
Google Cloud's quarterly revenue of $24.77 billion surged 82%, exceeding the most optimistic buy-side expectations. Capital expenditure raised to $200 billion, driving demand for AI chips and servers. However, free cash flow turned negative, and EPS excluding investment gains was below expectations, with shares falling 3% after hours. Uncertainty remains over Gemini's frontier capabilities.
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美光Q3业绩全面超预期，千亿美元长单加速"去周期化"
美光2026财年Q3业绩全面超预期，营收414.6亿美元创历史新高，毛利率84.9%大超预期，HBM需求强劲，SCA协议锁定千亿收入，股价盘后大涨16%，存储行业去周期化趋势显现。
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Nvidia's Q1 results were solid, with Vera CPUs driving future growth.
Nvidia's Q1 revenue of $81.6 billion exceeded expectations, with net profit up 139% year-on-year. Data center revenue surged 92% to $75.2 billion. Q2 guidance met expectations, but share buybacks were slightly lower. The stock fell 1.3% in after-hours trading, but the medium- to long-term growth logic remains clear.
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Behind Circle's lackluster Q1 results: Interest income faces a bottleneck, Arc and AI payments fill the gap.
Circle's Q1 revenue fell short of expectations, the Arc ecosystem introduced new variables, ARC Token pre-sold $222 million, and stablecoin USDC continued its strong growth.
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Coinbase's Q1 results missed expectations: Trading revenue declined, and the platform transformation remains to be seen.
The old business is bleeding money, while the new business is burning cash and has yet to take on a major role.
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Two-Year Investment Retrospective: The Feast of Bitcoin, the Funeral of Altcoins, and Why Your Assets Shrinked During the Bull Market.
The crypto market underwent a brutal "coming-of-age ceremony" in 2024-2025. ETF fund segregation led to Bitcoin's soaring price while altcoins suffered from liquidity depletion. The VC coin model collapsed, and Meme coins became a high-risk gambling arena. The industry is reconstructing its value towards stablecoins and on-chain finance, which offer certainty.
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Bitcoin may be facing its "final plunge": a real-life scenario of liquidity tightening is unfolding.
BTC is likely undergoing its 'final drop,' at least the reopening of government offices and future interest rate cuts are certain, although the timing and pace are uncertain.
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Grayscale Opens ETF Staking, U.S. Spot Crypto ETFs Enter the Staking Era
Grayscale Opens ETF Staking, U.S. Spot Crypto ETFs Enter the Staking Era
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New SEC rules open the floodgates for crypto ETFs. Are the top 10 spot ETFs expected to launch?
The U.S. SEC has approved universal listing standards for crypto spot ETFs, and the approval process has shifted from case-by-case approval to standardization. Ten mainstream cryptocurrency ETFs are expected to be approved quickly, coupled with the liquidity benefits brought by the Federal Reserve's interest rate cut.
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美国以太坊现货ETF 上市：短期影响有限，长期意义重大
长期来看，以太坊 ETF 为其他加密资产融入主流世界铺平了道路。
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