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8/10
11:39
Munster在CNBC节目中表示,尽管有报道称内存成本上升可能导致iPhone 18价格上涨,且Jefferies报告对全玻璃iPhone前景不佳,但他仍对苹果持乐观态度。他认为iPhone潜在的价格上涨可能提振苹果营收增长,对需求影响有限。Munster预计,由个性化AI驱动的更广泛的消费硬件升级周期将在2027年左右开始,这将为苹果带来新的增长机会。
11:38
Of the 42 analysts tracked by The Wall Street Journal, 26 have a "buy" rating on Spotify (NYSE: SPOT), 7 have an "overweight" rating, and 9 have a "hold" rating, with no one recommending "sell." Analysts have given an average price target of $600, implying a potential upside of 26% for the stock in the next 12 months, while the highest price target of $720 suggests a 51% increase. Spotify's stock price is currently down 37% from its historical high. The company achieved a net profit of $628 million in the second quarter, with revenue increasing by 14% year-over-year to $5.5 billion, while operating expenses grew by only 3%, demonstrating a significant improvement in its profitability.
11:38
These companies have grown quarterly sales per share by at least 40%, while also improving gross and operating margins.
11:31
International Business Machines Corp. is tapping Canada’s bond market for the first time in 14 years, joining a record year of issuance by foreign firms.
11:30
The event, running from August 10th to August 23rd, 2026, allows users to earn Bybit City Points (BCP) by engaging in daily activity on Bybit's Telegram and Discord, sharing content on social media, inviting friends, and completing special tasks. Participants' leaderboard ranks determine their raffle tier (Champion, Challenger, Explorer), with 1 raffle entry awarded for every 100 BCP earned above a 200 BCP eligibility threshold, up to a maximum of 10 entries per user. Rewards will be distributed as USDT Derivatives Bonuses within 14 working days after the season ends.
11:29
Super Micro Computer的股价上涨是由于市场对其即将发布的2026财年第四季度财报的预期,该公司此前预告该季度毛利率将达到15%至17%,几乎是此前展望的两倍,并拥有超过600亿美元的创纪录订单积压。惠普企业和戴尔科技的股价上涨则更多是受AI服务器板块整体情绪的带动。
11:28
Rocket Lab (RKLB) stock rose as much as 3% on Monday morning before paring gains, while AST SpaceMobile (ASTS) fell 2%. Both stocks had hit historic highs earlier in Q2 amid sector-wide excitement in the broader space industry.
11:28
The fund stated that as AI workloads evolve towards inference and agent workflows, the increasing importance of CPUs in scheduling, memory management, and tool execution is expected to drive CPU demand beyond market expectations. The fund believes Arm Holdings offers vendor diversity, open standards, and a more efficient computing architecture to address emerging bottlenecks in the AI infrastructure stack.
11:28
The analysis suggests that despite Rigetti Computing's R&D expenditure of nearly $41 million in the first half of 2026, its operating loss reached $54 million during the same period, with revenues of only $9.5 million. The company's stock is highly overvalued, with a price-to-sales ratio of 444, significantly higher than the tech industry average of approximately 8. Investors believe that the stock is too risky, given the company's substantial investments yet continued unprofitability.
11:28
In its Q2 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Intel Corporation (INTC) as a new holding. The fund believes that as AI workloads evolve towards inference, agentic workflows, and more complex data center architectures, CPUs are becoming increasingly important for scheduling, memory management, tool execution, and the orchestration of agentic workflows. This shift is expected to drive stronger CPU demand than previously anticipated. Intel provides exposure to server CPUs and potential foundry optionality, addressing customers' needs for additional sources of advanced manufacturing supply.
11:13
The report for August 3-9, 2026, also noted that DEX perpetual volume fell 25.00% week-over-week, and protocol revenue slipped 2.14%. Among specific activities, Strategy sold 1,690 BTC ($108.6M), while Bitmine bought 7,391 ETH ($14.15M).
11:13
Cathie Wood's Ark Investment Management recently purchased 80,000 shares of Nvidia (NVDA) across five funds, while simultaneously decreasing its stake in the gaming stock Roblox (RBLX). This move comes amid Wall Street's concerns over a potential AI bubble, and as Roblox faces slowed growth and has pulled its full-year outlook.

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