Alphabet and Tesla took a hit from soaring AI spending. Will Microsoft, Meta and Amazon be next?
Big Tech’s binge is draining free cash flow — and the bond markets are taking notice. Source：MarketWatch
Software stocks are rising, and these 6 are expected to withstand the AI threat
Most software companies are expected to show a slowing pace of sales growth over the next two years. Oracle and DigitalOcean are among the exceptions.…
Kraken opens Jersey Mike’s IPO to retail investors through tokenized shares and direct allocations
Eligible US users can request IPO allocations, while customers in more than 110 countries gain access to tokenized Jersey Mike’s shares backed 1:1 by the…
Core Scientific revenue doubles in Q2 as AI colocation expansion accelerates
Core Scientific reported strong secondquarter revenue growth as AI colocation became its largest business, though a noncash accounting charge resulted in a…
Core Scientific lands AMD AI deal as bitcoin mining operation winds down
The agreement accelerates Core Scientific’s pivot from bitcoin mining toward AI data centers, following the termination of its ASIC agreement with Block.…
Boeing’s stock rallies as surprisingly large loss is offset by upbeat revenue and backlog
Sales outpace Wall Street expectations as defense business comes through while commercial airplane sales miss mark. Source：MarketWatch
Meta is up against a wall of AI pessimism heading into earnings
Following Alphabet’s earnings last week, investors will be closely scrutinizing Meta’s AI spending. Source：MarketWatch
PayPal expands stablecoin push as crypto assets factor into Q2 results
PayPal highlighted growth of stablecoins and AIdriven payment tools in Q2 while reporting $8.68 billion in revenue and an $81 million cryptorelated earnings…
Oil prices decline further after Trump claims ‘deep talks’ are underway with Iran
Brent crude and West Texas Intermediate’s frontmonth contracts fell again as the U.S. and Iran continue to pause fighting. Source：MarketWatch
PayPal delivers an earnings beat as investors await updates on possible merger
PayPal is showing progress on some metrics as a standalone company, but Wall Street is preoccupied with its deal prospects following recent news.…
氪星晚报｜Meta宣布与贝莱德达成战略合作，将在埃尔帕索开发数据中心；“国科超导”完成超亿元融资；我国启动人工智能大模型IPv6能力提升专项行动
大公司： YouTube与NBC环球达成合作协议，将为美用户提供流媒体捆绑服务 7月27日，美国流媒体平台YouTube与媒体巨头NBC环球（NBCUniversal）宣布深化战略合作。根据双方达成的协议，自2027年初起，美国本土的YouTube…
UPS turns the page as job cuts and Amazon ‘glide down’ are completed
UPS’s stock rallies after reporting an earnings beat and raised outlook. Source：MarketWatch