Intel Just Posted Its Fastest Revenue Growth in More Than 15 Years, but the Stock Is Falling. Here's What's Going On.
https://finance.yahoo.com/markets/stocks/articles/intel-just-posted-fastest-revenue-204300231.html
https://finance.yahoo.com/markets/stocks/articles/intel-just-posted-fastest-revenue-204300231.html
Yahoo Finance
Intel Just Posted Its Fastest Revenue Growth in More Than 15 Years, but the Stock Is Falling. Here's What's Going On.
A 25% growth rate from a company that was barely growing a year ago. Investors took notice after hours. But then they changed their minds.
Micron, onsemi, Seagate, Western Digital, and Vishay Intertechnology Shares Are Falling, What You Need To Know
https://finance.yahoo.com/markets/stocks/articles/micron-onsemi-seagate-western-digital-220908037.html
https://finance.yahoo.com/markets/stocks/articles/micron-onsemi-seagate-western-digital-220908037.html
Yahoo Finance
Micron, onsemi, Seagate, Western Digital, and Vishay Intertechnology Shares Are Falling, What You Need To Know
A number of stocks fell in the morning session after the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners over concerns related to forced labor. The targeted nations include the European Union, Japan, South Korea, and Taiwan—the…
CoreWeave vs. Datadog: What Do the Revenue Trends of These High-Growth Tech Companies Tell Investors?
https://finance.yahoo.com/markets/stocks/articles/coreweave-vs-datadog-revenue-trends-213601967.html
https://finance.yahoo.com/markets/stocks/articles/coreweave-vs-datadog-revenue-trends-213601967.html
Yahoo Finance
CoreWeave vs. Datadog: What Do the Revenue Trends of These High-Growth Tech Companies Tell Investors?
CoreWeave has nearly doubled Datadog in quarterly revenue, but profitability tells a starkly different story.
Is SoFi Technologies Stock a Bargain After Its Big Drop, or a Falling Knife?
https://finance.yahoo.com/markets/stocks/articles/sofi-technologies-stock-bargain-big-225000658.html
https://finance.yahoo.com/markets/stocks/articles/sofi-technologies-stock-bargain-big-225000658.html
Yahoo Finance
Is SoFi Technologies Stock a Bargain After Its Big Drop, or a Falling Knife?
The company's financial results look much better than its stock performance this year suggests at first.
Navitas Semiconductor vs. ServiceNow: What Recent Quarterly Revenue Trends Tell Investors About These Tech Companies
https://finance.yahoo.com/markets/stocks/articles/navitas-semiconductor-vs-servicenow-recent-202401324.html
https://finance.yahoo.com/markets/stocks/articles/navitas-semiconductor-vs-servicenow-recent-202401324.html
Yahoo Finance
Navitas Semiconductor vs. ServiceNow: What Recent Quarterly Revenue Trends Tell Investors About These Tech Companies
ServiceNow's revenue has grown steadily to $4 billion, while Navitas has contracted sharply — but its recent uptick hints at a potential inflection point.
Advanced Micro Devices vs. Alphabet: What Do the Revenue Trajectories of These Artificial Intelligence Companies Tell Investors?
https://finance.yahoo.com/markets/stocks/articles/advanced-micro-devices-vs-alphabet-194901662.html
https://finance.yahoo.com/markets/stocks/articles/advanced-micro-devices-vs-alphabet-194901662.html
Yahoo Finance
Advanced Micro Devices vs. Alphabet: What Do the Revenue Trajectories of These Artificial Intelligence Companies Tell Investors?
Alphabet's revenue towers over AMD, but AMD's growth rate tells a different story over the past eight quarters.
Anthropic’s head of economics just explained why we haven’t seen a white-collar bloodbath — yet
https://finance.yahoo.com/technology/ai/articles/anthropic-head-economics-just-explained-181404835.html
https://finance.yahoo.com/technology/ai/articles/anthropic-head-economics-just-explained-181404835.html
Yahoo Finance
Anthropic’s head of economics just explained why Anthropic’s CEO was wrong about a white-collar bloodbath
We've been hearing about doomsday, but Peter McCrory writes we "don’t see significant impact of AI on the U.S. labor market."
Nvidia, Microsoft and other tech giants back open-source AI models
https://finance.yahoo.com/technology/ai/articles/nvidia-microsoft-other-tech-giants-180711272.html
https://finance.yahoo.com/technology/ai/articles/nvidia-microsoft-other-tech-giants-180711272.html
Yahoo Finance
Nvidia, Microsoft and other tech giants back open-source AI models
Nvidia, Microsoft and other tech heavyweights made a public case to lawmakers on Friday in favor of open-source AI models, wading into a debate roiling the business and policy worlds over who controls the powerful technology. In a letter posted on X and…
Jensen Huang just used his first ever X post to warn the AI industry not to make the mistake that software narrowly avoided in the 1980s
https://finance.yahoo.com/technology/ai/articles/jensen-huang-just-used-first-175154980.html
https://finance.yahoo.com/technology/ai/articles/jensen-huang-just-used-first-175154980.html
Yahoo Finance
Jensen Huang just used his first ever X post to warn the AI industry not to make the mistake that software narrowly avoided in…
Xi Jinping has called for "openness" and "a symphony of global cooperation," and it seems that Jensen Huang agrees.
The AI boom’s hidden electricity bill — and why you’re paying it
https://finance.yahoo.com/energy/articles/ai-boom-hidden-electricity-bill-172643753.html
https://finance.yahoo.com/energy/articles/ai-boom-hidden-electricity-bill-172643753.html
Yahoo Finance
The AI boom’s hidden electricity bill — and why you’re paying it
"The current system lacks adequate mechanisms," Moody's wrote in a report on PJM, the largest power grid operator in the U.S.
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Paramount agrees to delay closing Warner buyout for months
https://finance.yahoo.com/media-advertising/articles/paramount-agrees-delay-closing-warner-202139333.html
https://finance.yahoo.com/media-advertising/articles/paramount-agrees-delay-closing-warner-202139333.html
Yahoo Finance
Paramount delays closing Warner buyout while judge considers states' challenge
Paramount and Warner Bros. Discovery have agreed to delay closing their $81 billion merger well into next year, a stunning move that arrives as a judge continues to consider a challenge from 12 states seeking to block the deal altogether. Paramount said…
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‘Big Short’ legend Michael Burry says markets are acting like in the last months of 1999-2000. Prepare for the crash now
https://finance.yahoo.com/markets/stocks/articles/big-short-legend-michael-burry-104500719.html
https://finance.yahoo.com/markets/stocks/articles/big-short-legend-michael-burry-104500719.html
Yahoo Finance
‘Big Short’ legend Michael Burry says markets are acting like in the last months of 1999-2000. Prepare for the crash now
When it comes to doomsaying, Burry plays the long game.
🐳 WhalePool Traders Journal
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El Nino worsens plight of Asia’s rice belt after war price shock
https://www.businesstimes.com.sg/companies-markets/el-nino-worsens-plight-asias-rice-belt-after-war-price-shock
https://www.businesstimes.com.sg/companies-markets/el-nino-worsens-plight-asias-rice-belt-after-war-price-shock
The Business Times
El Nino worsens plight of Asia’s rice belt after war price shock
[SINGAPORE] A dry spell is sweeping across Asia’s rice fields, dealing another blow to farmers grappling with steep fuel and fertiliser prices triggered by the war in Iran. Read more at The Business Times.
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Nvidia to invest US$1 billion in Naver and expand SK Group accord
https://www.businesstimes.com.sg/companies-markets/nvidia-invest-us1-billion-naver-and-expand-sk-group-accord
https://www.businesstimes.com.sg/companies-markets/nvidia-invest-us1-billion-naver-and-expand-sk-group-accord
The Business Times
Nvidia to invest US$1 billion in Naver and expand SK Group accord
[SEOUL] Nvidia will invest US$1 billion in Naver to help finance an artificial intelligence data centre under construction in South Korea, adding to a frenzy of deals by the world’s most valuable comp... Read more at The Business Times.
BlackRock gets soft demand for bond sale after AI debt sell-off
https://www.businesstimes.com.sg/companies-markets/blackrock-gets-soft-demand-bond-sale-after-ai-debt-sell
https://www.businesstimes.com.sg/companies-markets/blackrock-gets-soft-demand-bond-sale-after-ai-debt-sell
The Business Times
BlackRock gets soft demand for bond sale after AI debt sell-off
[NEW YORK] BlackRock has seen weaker-than-usual demand for a corporate bond sale tied to a Meta Platforms data centre project in Texas, as investors grapple with concerns about excessive artificial in... Read more at The Business Times.
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Yen heads for biggest weekly drop since May despite Tokyo's support pledges
https://www.businesstimes.com.sg/companies-markets/banking-finance/yen-heads-biggest-weekly-drop-may-despite-tokyos-support-pledges
https://www.businesstimes.com.sg/companies-markets/banking-finance/yen-heads-biggest-weekly-drop-may-despite-tokyos-support-pledges
The Business Times
Yen heads for biggest weekly drop since May despite Tokyo's support pledges
The yen’s weakness left the US dollar poised for a weekly gain of 0.89% Read more at The Business Times.
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IBM just crashed 25% in a day. Turns out it's not really about IBM being irrelevant. It's about a wild one day AI vs software rotation playing out across the entire S&P 500. Does that make IBM a buy? Read more [Premium]: https://finbiteinsights.substack.com/p/ibm-crashed-25-did-ai-really-kill
Substack
IBM Crashed 25%. Did AI Really Kill Software?
IBM, a name most investors had forgotten, suddenly hogged the headlines for the wrong reason.
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What happened in China this week.
1. Tencent fell 7% after analysts projected a slowdown in its mobile gaming revenue growth. No official figures until earnings on 12 Aug 2026.
2. The national team is back propping up the stock market. This time they loaded up on the ChinaAMC Star 50 ETF, which drew record inflows. Why this ETF and why now?
3. Zhongji Innolight is the world's largest optical interconnect supplier, converting electrical signals into light and back again as networks lean ever harder on optical fibre. It is seeking to raise HK$55 billion in a Hong Kong IPO, the largest since Alibaba.
4. Zhipu AI has a 1GW data centre running entirely on domestic Chinese AI chips. Self sufficiency is no longer just talk.
5. The European Union has hit AliExpress with a €550 million penalty under the Digital Services Act, the largest issued under that regulation so far. But the louder question is Alibaba's AI spending.
For more insights, read on [Premium]: https://growthdragons.substack.com/p/growth-dragons-weekly-tencent-falls
1. Tencent fell 7% after analysts projected a slowdown in its mobile gaming revenue growth. No official figures until earnings on 12 Aug 2026.
2. The national team is back propping up the stock market. This time they loaded up on the ChinaAMC Star 50 ETF, which drew record inflows. Why this ETF and why now?
3. Zhongji Innolight is the world's largest optical interconnect supplier, converting electrical signals into light and back again as networks lean ever harder on optical fibre. It is seeking to raise HK$55 billion in a Hong Kong IPO, the largest since Alibaba.
4. Zhipu AI has a 1GW data centre running entirely on domestic Chinese AI chips. Self sufficiency is no longer just talk.
5. The European Union has hit AliExpress with a €550 million penalty under the Digital Services Act, the largest issued under that regulation so far. But the louder question is Alibaba's AI spending.
For more insights, read on [Premium]: https://growthdragons.substack.com/p/growth-dragons-weekly-tencent-falls
Substack
Growth Dragons Weekly. Tencent Falls, Alibaba Fined, Innolight Breaks HK's IPO Record. China Is Funding AI From Every Direction…
What happened in China this week:
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