Lumentum delivered a quarter with revenue more than doubling year-over-year, driven primarily by AI data center optical interconnect demand, with both components and systems businesses exceeding expectations.

Rocket Lab delivered record quarterly revenue and backlog, with the Space Systems business serving as the primary growth driver, while launch services revenue declined sequentially due to revenue recognition timing. The company also raised its next-quarter revenue guidance above market expectations, but continued heavy investment in the Neutron rocket's first flight and production ramp-up pushed its operating loss guidance for next quarter beyond prior market forecasts.

想要成为Robinhood第14条收入破亿的业务线，仅靠Meme远远不够。

FMS 2026 will be held from August 4–6 in Santa Clara, USA, marking the 21st edition of the world's largest independent storage industry summit. SK hynix and SanDisk jointly released the first standard specification for High Bandwidth Flash (HBF), adding a new tier below HBM; Samsung unveiled BV-NAND with over 400 layers, using wafer bonding technology for the first time to stack vertically; Kioxia, meanwhile, integrated direct-to-chip liquid cooling into an enterprise SSD for the first time, removing constraints from the thermal side.

“RWA+Meme币”双引擎战略，Robinhood引爆新一轮Meme狂潮。

“券商业务的利润本来就很薄。”

Starlink has entered a stable profit phase, space launch maintains moderate growth but remains in losses, while AI compute leasing is the fastest-growing revenue segment and also the one with the heaviest capital expenditure.

代币化黄金开始进入基础设施竞争。

4가지 핵심 지표와 다음 분기 가이던스가 모두 시장 기대를 상회했으며, 데이터센터 매출 성장률은 이례적으로 세 자릿수를 돌파했다.

RWA、稳定币、预测市场与 Agentic 支付，并非四个孤立热点，而是资产、货币、身份、交易与结算能力同时成熟的结果。

HYPE를 매수하는 잠재적 ‘블랙스완’은 TradeXYZ의 이탈이다.

Amazon's quarterly revenue and AWS growth both exceeded expectations. Revenue came in at $200.606 billion, beating expectations of approximately $197 billion; AWS revenue reached $42.232 billion, up 37% year-over-year, marking the fastest growth in 18 quarters.

苹果本季营收、EPS、iPhone、Mac收入全面超预期，iPhone、Mac、Services三项收入还创下六月季度(苹果Q3财季)历史新高。

영업이익 406억 달러, 전년 동기 대비 18% 증가, 이익률 약 45%.

앞으로 광고 수요 자체는 약화될 조짐이 없으며, 진정한 관전 포인트는 AI 투자 강도와 속도가 수렴될 수 있는지 여부입니다.

Tokenized stocks are advancing on three fronts, but liquidity is being torn apart both vertically and horizontally.