HK, US stocks top stories
Has Amazon Found the Next AWS?Prediction: Amazon Will Outperform the S&P 500SQ (Trans): From app co. to AI co.SQ, the 'US Alipay': growth via credit, profits via layoffs?ABNB (Trans): Also aiming to be an all-in travel portal?ABNB: Near-term results fine, but a midlife crisis?COIN (Trans): Confident a bill will be enacted by late summerCOIN: Long Dry Spell, Awaiting Timely Policy TailwindsCoreWeave (Trans): Inference now >50% of compute usageMNST (Trans): Zero-sugar lineup remains a key U.S. growth driverMNST: New product cycle fuels demand, intl ignites—sweet turnaround?CoreWeave: Compute capacity sells, profits prove elusive — NVDA's 'foot soldier' merely scraping by?U (Trans): Q2 guide did not factor in potential boost from Runtime dataAI disruption overhang; U steadily turns the cornerDuan Yongping adds to Pop Mart; OpenAI leads 5 tech giants to launch MRC｜Daily News RecapNot Nvidia. Not Broadcom. Intel Is Going to Be the Biggest Winner of the Artificial Intelligence (AI) Inference Era.DIS (Trans): 'One Disney' strategy — invest and streamline in tandemAPP (Trans): Multiple growth engines firing; ample runway for investmentARM (Trans): AI CPU to begin contributing revenue by end of next FY; long-term targets unchangedHong Kong stocks intraday | Technology stocks lead the Hang Seng Index up nearly 2%, oil, gas, and coal stocks weaken due to the US-Iran talks