To The Moon

Apple has officially announced its fall launch event for Wednesday, September 9 (US Eastern Time) at its California headquarters, themed “Surprise and shine”. The event will also stream live online. $苹果(AAPL)$ This event carries special significance: it marks John Ternus’ first major product launch as CEO. Ternus was a key driving force behind the foldable iPhone project, and this gathering formally kicks off the Ternus era at Apple. The biggest highlight is Apple’s first‑ever foldable iPhone, entering a foldable‑phone market currently dominated by Samsung. This foldable represents arguably the biggest physical redesign in iPhone history. Roughly the size of a standard passport, it opens up to a screen close to a small iPad. Apple

After‑hours on August 26, $英伟达(NVDA)$ released its Q2 FY2027 earnings report. Revenue hit $96.22 billion, up 105.9% year‑over‑year, beating market consensus of $92.38 billion. Adjusted EPS came in at $2.20, also exceeding expectations, with gross margin holding steady at 75%. Following the earnings print, NVIDIA’s after‑hours stock jumped 4.7%, pulling the whole semiconductor complex higher. $SK海力士(SKHY)$ surged 5%, $闪迪(SNDK)$ and $美光科技(MU)$ gained over 3%; $英特尔(INTC)$,

$英伟达(NVDA)$ will release its Q2 FY2027 earnings report after market close this Wednesday. Analysts forecast quarterly revenue to hit $92.3 billion, representing a 97.4% year‑over‑year rise, with adjusted EPS projected at around $2.1. Ahead of earnings, NVIDIA’s stock has fallen for seven consecutive trading days, marking its longest losing streak since 2022. Rumors of over 15% price hikes for server chips have deepened market worries over downstream purchasing appetite. Behind this pullback lies one core market bet: Will the era of frenzied AI capacity expansion slow down? Investors care less about how much the company earned this quarter, and far more about whether AI infrastructure spending can sustain its current pace. This outc

On Monday, $拼多多(PDD)$ released its Q2 2026 earnings report. Revenue reached RMB 1123.6 billion, up 8% year‑on‑year, slightly below market consensus with slower growth momentum. Profitability beat expectations: adjusted EPS hit RMB 19.3 versus the market forecast of RMB 18.5, and adjusted net profit came in at RMB 284.9 billion, also modestly exceeding estimates. Following earnings release, PDD’s stock staged a sharp intraday rally‑then‑fade. Boosted by better‑than‑expected profits, the price surged as high as $91.35, up nearly 3%. However, the market later priced in revenue‑growth disappointment, triggering selling pressure. Shares drifted lower to an intraday low of $86.26 and closed at $87.07, down 1.48%. Looking at business break

U.S. semiconductor and memory stocks posted notable losses on Monday. SanDisk ‑6.5%, SK Hynix ‑4.9%, Micron ‑5.8%, Seagate ‑6.5%, Western Digital ‑5.2%. NVIDIA fell 2.9%, marking its seventh consecutive trading day of declines — its longest losing streak since 2022. Super Micro Computer and Intel both dropped over 3%. Major semiconductor ETFs tracked the sector lower: $半导体指数ETF-HOLDRs(SMH)$ fell 2.4% and $iShares费城交易所半导体ETF(SOXX)$ declined 2.7%. On the macro front, Monday’s backdrop was relatively supportive. Crude oil pulled back: NYMEX October WTI crude fell $2.05 (‑2.35%) to settle at $85.01 per barrel. October Brent crude dropped $2.22 (‑2.35%) to $92.17 per barrel. The

On Wednesday, $Moderna, Inc.(MRNA)$ soared 177%, adding around $44 billion to its market cap, while $默沙东(MRK)$ climbed 12.6%. The ripple effect lifted biotech ETFs across the board. $纳斯达克生物技术指数(NBI)$closed 6.4% higher, notching its biggest single‑day gain in six years.$SPDR S&P Biotech ETF(XBI)$rose 5.9%, $生物科技指数ETF-iShares Nasdaq(IBB)$ gained 6.6%, $iShares Genomics Immunology and Healthcare ETF(IDNA)$ jumped 13.3%, and

SK Hynix just dropped a massive $40‑trillion‑won buyback plan, covering 3.3% of its total outstanding shares. News of the send sent its US‑listed stock ripping in after‑hours, swinging from a 3.5% dive to a 4% rally. $SK hynix(SKHY)$ Seoul, August 19, 2026 – SK hynix Inc. announced today that its Board of Directors has approved a resolution to repurchase and fully cancel 40 trillion won worth of its own shares. The Company also revealed plans to return “over 50% of cumulative Free Cash Flow(FCF)” generated during the program period(2025-2027), adopting a framework centered on the parallel execution of share repurchases and cancellations alongside cash dividends. Following the Board meeting held earlier today, the Company formally d

U.S. semiconductor and memory sectors saw a notable pullback on Tuesday. $Philadelphia Semiconductor Index(SOX)$dropped 5%, with broad‑based declines across the sector. NVIDIA fell 2.3%; Super Micro Computer, TSMC and ASML slumped over 4%; Intel tumbled 6.6%. Memory chip stocks took an even harder hit: SanDisk ‑9%, SK Hynix ‑9.2%, Micron ‑7%, Western Digital ‑7.4%, Seagate ‑9.2%. What triggered last night’s sharp sell‑off in semiconductors & memory Surging U.S. Treasury Yields Long‑dated Treasury yields kept climbing as markets priced out Federal Reserve rate‑cut expectations. The 30‑year U.S. Treasury yield broke above 5.31%, the 10‑year rose to 4.72%, and the 2‑year stood at 4.18%, steepening the yield curve. A $25 billion 30‑

Monday, storage names ripped higher, with SanDisk +8.88%, Micron +4.13% and SK Hynix +3.04%. The entire HBM/DRAM/NAND chain is hot, but the rally is now heavily debated: is this a sustainable AI super cycle, or just short-term sentiment trading? [Strong]Bull Catalysts SanDisk fundamentally changed its business model Post its spin‑off, SanDisk’s Investor Day delivered strong long‑term guidance: 15–19% annual revenue growth through 2030, 80% gross margin target, plus full excess cash return to shareholders. Its $940B long‑term supply deals with top clients greatly reduce traditional storage cyclicality. The stock surged over 35% in days and sparked the sector‑wide rally, with Wall Street turning bullish. AI storage shortage is the new bottleneck The market shift is clear: GPU shortage is fa

On Friday’s US trading session, AMD staged a strong rebound, closing up 6.5%. Its market cap jumped roughly $51.1 billion in one day. $美国超微公司(AMD)$ Here’s the real story behind AMD’s big move. The market is treating this large‑scale bond raise as major positive news. Institutional investors are buying heavily because they believe in AMD’s AI expansion plan. Best of all, this debt financing does not dilute existing shareholders, solving a key funding bottleneck for its capacity build‑out. Many people automatically see bond issuance as bearish — more leverage, more debt, a sign the company is short on cash. But AMD’s record‑breaking $4.75 billion bond deal is being viewed as a clear catalyst to push the stock higher. First, investor d