HK, US stocks top stories
NTES: No Cash Burn, Still Riding Legacy Titles; Balance Sheet Stays StrongPop Mart: Bubble Burst — Is the Hypergrowth Story Over?Anthropic’s Revenue Run Rate Just Hit $65 Billion. SpaceX and Amazon May Be the Biggest Winners.BABA (Trans): Cloud +45%, CapEx RMB 67.7 bn in the quarterWMT (Trans): 2.9bn tax rebate to slash prices; Q3 profit to take a back seatNTES (Trans): GPM lifted to 70.5%; new titles' reception needs workFUTU (Trans): Net income up 42%, mid-single-digit asset outflows post new rulesA Famed Billionaire Tech Investor Just Sold Nvidia Shares to Buy These 2 AI Chip StocksATAT (Trans): Retail guidance raised to 40%, net margin still downGoerTek: Apple supply chain has volume but little pricing power — where is the growth engine?Webull: Finally Turned BullishBillionaire Dan Loeb of Third Point Dumped Nvidia, Broadcom, and Meta, but Increased His Stake in This Virtual Monopoly by Almost 500%Pop Mart (Trans): FY growth of 20% is only a 'maybe'; buybacks to provide a floor.Amazon's Stake in Anthropic Could Be Worth Over $400 Billion If the AI Start-Up's Reported IPO Valuation Holds. Should Jeff Bezos' Amazon Investors Care?MRVL: Subsidized tie-up with GOOGL—can it chip away at AVGO?TSLA launches Doubao LLM; JD ramps up AI robotics | Daily News RecapNvidia Chip-Filled Data Centers Need More Power Than Any Utility Can Promise. Here's Who Actually Wins.Masayoshi Son Has 67% of SoftBank's U.S. Stock Portfolio in Intel. He Didn't Buy a Single Share Last Quarter.Webull (Trans): Vol. and price up after PDT removal; Q3 marketing unchangedEinride AB Will Deploy 500 Tesla Semi Trucks This Year. Here's What That Means for Tesla Stock.Kuaishou (Trans): Core Business Under Significant Pressure in H2, Full-Year Positive Cash Flow ExpectedKuaishou is 'ripe'; all hopes now rest on Kling!