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Baidu 2025Q4 Earnings Conference Call
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Today’s Highlights in Markets：Big news, big impact.
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Weekly Five Key Areas: Macro, Singapore Stocks, Options, Futures, Earnings
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⚙️ Thursday — Futures Market Monitor price fluctuations in energy, precious metals, and agricultural futures.
The 10-year US Treasury yield rose 0.00%, with the latest yield at 4.05%.
The US dollar rose 0.0000% against the offshore yuan to 6.87; the US dollar fell 0.0077% against the Hong Kong dollar to 7.82.
The US dollar index fell 0.0215% to 97.63.
US crude oil futures rose 0.37% to $65.66 per barrel; New York gold futures rose 0.07% to $5187.40 per ounce.
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Tell me what stock you want to curse the most today!（Feel free to tell us in the comments section）
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He stated 10% then within a day mentioned it would be 15%, so the world started bracing for 15% and countries that negotiated deals below 15% started sweating.
After all the chaos, it was confirmed that trade deals agreed would still be in effect.
However only 10% was implemented leading to further questions.
Then a white house source said 15% would kick in soon after.
We are in for a roller coaster ride! Trump feels like he has no clue of how to truly get things to work.
Spending from hyperscalers like $Alphabet(GOOGL)$ , $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , and Meta is still surging, fueling AI data center expansion. Capacity concerns at TSMC appear contained, supporting near-term visibility.
Competition from $Advanced Micro Devices(AMD)$ and in-house chips remains a risk, while China revenue is still limited. But for now, the numbers show no real sign of an AI slowdown — just high expectations being digested. The broader AI infrastructure cycle still looks firmly intact.
@TigerStars @Tiger_comments @TigerClub
there are plenty of candidates after some rough earnings and guidance.
Here’s who’s testing investors’ patience:
First Solar (FSLR): This one is getting hammered, plunging around 16% after issuing a "bleaker-than-expected" full-year outlook.
GoDaddy (GDDY): Despite beating some expectations, its future revenue guidance sent shares into a 15% tailspin, making it the worst-performer in the S&P 500.
Workday (WDAY): Down nearly 10% after its subscription revenue guidance fell short and sparked fears that AI might be eating into its core business.
CoStar Group (CSGP): Another heavy hitter in the red, falling 8% after its Q1 guidance failed to meet analyst consensus.
Lucid Group (LCID): Shares fell more than 4% following a wider-than-expected quarterly loss, even with some revenue growth.
为什么？
杠杆效应：当比特币移动5%时，比特币矿商通常会移动10%到15%。如果比特币奔向12.5万美元的峰值，那么Riot就是涡轮增压器。
AMD合作伙伴关系：Riot Platforms与AMD签署了为期10年的租赁协议 $美国超微公司(AMD)$ .AMD将在Riot的Rockdale工厂租赁25MW的电力和设施容量，可扩展至200 MV。这笔交易的合同收入价值3.11亿美元。
Corsicana增长引擎：该设施的开发是为了在Q126中容纳采矿和HPC，作为未来超大规模租户的基础设施。
分析师看好这种多元化，平均目标价为27.50美元。
对于防暴平台来说，激动人心的时刻即将到来。
@Daily_Discussion @TigerStars @TigerClub @Tiger_comments
The 10-year US Treasury yield rose 0.00%, with the latest yield at 4.05%.
The US dollar rose 0.0000% against the offshore yuan to 6.87; the US dollar fell 0.0077% against the Hong Kong dollar to 7.82.
US crude oil futures rose 0.37% to $65.66 per barrel; New York gold futures rose 0.07% to $5187.40 per ounce.