Focus on the Hong Kong and US stock earnings season

Palantir Earnings Call: Pushing its 'Sovereign AI' Architecture, Claiming 'Companies Not Using Our Products Are Wasting Tokens and Leaking Trade Secrets'

wallstreetcn · 10:53

Data Centers' 'Power Engine' Surges! AI Boom Spills Over into Power Supply Chain; ON Semiconductor's Q2 Cash Flow Quadruples, Outlook Beats Expectations

Zhitong Finance · 08:12

Palantir surges! U.S. commercial revenue soars 149% above expectations, prompting the company to significantly raise its full-year revenue guidance to $8.16 billion, with the CEO describing commercial demand as 'extraordinary.'

wallstreetcn · 08:00

World Cup advertising boosts sentiment; Snap's Q2 revenue beats expectations, driving a sharp stock rally, yet CEO says AR glasses represent the 'biggest long-term opportunity'

Zhitong Finance · 07:39

Palantir reported Q2 2026 revenue of $1.935 billion, up 93% year-over-year; adjusted EPS was $0.41.

Futu News · 04:07

Apple, which does not build its own data centers, is now footing the bill for AI data centers—keep a close eye on three variables next quarter.

wallstreetcn · Jul 31 11:14

Amazon earnings call: Backlog nears $500 billion; CEO boldly states 'AWS will become a trillion-dollar business,' as memory costs drive up capital expenditures

wallstreetcn · Jul 31 08:17

Cook's final Apple earnings call: Foreign exchange and supply constraints weighed on guidance, soaring memory costs severely pressured gross margins, 'struggling with supply chain constraints,' and 'evaluating all available supply options.'

wallstreetcn · Jul 31 07:41

Apple's Tim Cook delivered strong results in his latest earnings report—but fell short of expectations.

cls.cn · Jul 31 07:35

Amazon surges! AWS responds to skepticism over AI-related spending with a 37% revenue growth—well above expectations—as the market overlooks its negative free cash flow and increased capital expenditures.

wallstreetcn · Jul 31 07:12

Apple's iPhone revenue rose 22% last quarter, slightly exceeding expectations, but performance in services and the China market was weaker, signaling that supply shortages are taking a toll.

wallstreetcn · Jul 31 07:08

Apple reported Q3 fiscal year 2026 revenue of $109.4 billion, up 16% year-over-year; diluted EPS was $2.02, with Greater China revenue underperforming.

Futu News · Jul 31 04:32

Coinbase reported Q2 2026 revenue of $1.22 billion, down 14% quarter-over-quarter; adjusted EBITDA was $208 million.

Futu News · Jul 31 04:25

Amazon reported Q2 2026 revenue of $200.6 billion, up 20% year-over-year; diluted EPS was $5.75, AWS cloud revenue amounted to $42.2 billion, and free cash flow showed a net outflow of $7.6 billion.

Futu News · Jul 31 04:05

Soaring 1,814% year-over-year! Samsung's operating profit hits a new record high, amid expectations of accelerating memory demand growth.

cls.cn · Jul 30 09:43

Microsoft earnings call: Capital expenditures to effectively decline by 2026; Azure demand continues to outstrip available capacity; AI monetization enters an acceleration phase

wallstreetcn · Jul 30 09:00

Qualcomm reported a 25% year-over-year decline in net profit for its fiscal Q3, raised product prices, and issued weak earnings guidance.

wallstreetcn · Jul 30 06:52

Robinhood reported Q2 2026 revenue of $1.31 billion, up 32% year-over-year; diluted EPS was $0.62, an increase of 48% year-over-year.

Futu News · Jul 30 04:36

Arm reported Q1 revenue of $1.29 billion for fiscal year 2027, an increase of 22% year-over-year; adjusted EPS was $0.45, up 29% year-over-year.

Futu News · Jul 30 04:34

Lam Research reported Q4 revenue of $6.72 billion for fiscal year 2026, an increase of 15.1% quarter-over-quarter; adjusted EPS was $1.82, up 23.8% quarter-over-quarter.

Futu News · Jul 30 04:25

Qualcomm reported fiscal Q3 2026 revenue of $9.947 billion, down 4% year-over-year; adjusted EPS was $2.21, down 20% year-over-year.

Futu News · Jul 30 04:12

Meta reported Q2 2026 revenue of $60.8 billion, an increase of 28% year-over-year; diluted EPS was $6.18, and the company raised the lower end of its full-year capital expenditure guidance range.

Futu News · Jul 30 04:08

Microsoft reported $90 billion in revenue for Q4 of fiscal year 2026, an 18% year-over-year increase, with adjusted EPS of $4.74; Azure cloud revenue surpassed $100 billion for the first time.

Futu News · Jul 30 04:05

After Google's setback, can Microsoft and Meta avoid the 'curse' of AI-related capital expenditures in tonight's after-hours trading?

Zhitong Finance · Jul 29 19:08