Cloud revenue exceeding expectations remains a positive, but negative free cash flow, continuously expanding capital expenditures, and the uncertainty surrounding Gemini's frontier capabilities will collectively determine Alphabet's valuation range in the next phase.

Technology analyst Robert Castellano, who has over 40 years of industry experience, pointed out that Alphabet's previous Capex guidance of $180-190 billion for 2026 is too conservative. He expects this earnings report to raise it to $190-200 billion.

SpaceX is adopting a phased unlocking approach. By the end of the year, the total number of tradable shares will surge from the current approximately 639 million to 5.33 billion.

Bond yields also rose, with the earnings season becoming the next key variable.

This launch connects TON with major mainstream liquidity and application ecosystems.

Search advertising has not slowed down, and the Gemini delay does not undermine long-term competitiveness. The market should focus on the pace of cloud revenue realization.

As custom chips from Broadcom and Marvell continue to erode GPU market share, Nvidia has chosen to shift the battlefield from "whose chip is faster" to "who can deliver computing power directly into the hands of customers."

No matter how one judges the quality of this traffic, it solves the cold start problem that plagues most new L2s.

Kimi K3 is more of a catalyst for the proliferation of AI usage than a signal that hardware demand has peaked.

Trust Wallet AI is now open to all users. It recognizes your real holdings across various chains, can check market data, read your assets, prepare transactions, and intercept risks. And it never touches your private keys.

The MSCI Emerging Markets Index has gained about 20% year-to-date, but the rally is highly concentrated in Korea and Taiwan, which together account for approximately 50% of the EM benchmark index weighting.

After the Division of Labor Reshuffle, Professional Manufacturers Like Astera Labs and Montage Technology Lead Controller Design, While Memory Vendors Focus on Manufacturing and Advanced DRAM Technology.

Behind NVIDIA’s latest impressive quarterly report, a deep-dive Reddit post reveals three underlying concerns.

Leveraged ETFs were not the initial spark, but they were a very significant amplifier; margin financing was not the direct cause of the decline each day, but it determined whether the decline could evolve into a chain of forced liquidations.

While Kimi K3's linear attention has sparked short-term concerns about hardware demand, SemiAnalysis points out that its over 2.8 trillion parameters and massive inference architecture will, conversely, intensify the demand for high-end GPUs, HBM, and high-speed interconnects.