[U.S. Stocks Investment Guide] AI Computing Power Earnings Season: AMD, Intel, and SMCI Report Together—Who Will Dominate AI Computing?
- AMD Q2 2026: Earnings Beat Expectations, So Why Did the Stock Drop Nearly 9%? — Data center revenue doubled, and Q3 guidance exceeded expectations, yet AMD's stock price still plummeted. What is the market worried about? Understand AMD's true situation by analyzing the earnings data and after-hours reaction.
- Intel's $20 Billion Fundraising: The Cost of AI Capital Expenditure — Earnings beat expectations, but the company simultaneously announced a $20 billion secondary stock offering. The market voted with its feet, causing Intel's stock to plunge. As the AI race requires burning more cash, are shareholders willing to foot the bill?
- SMCI Q4 FY2026: How Strong Is the Real Demand for AI Servers? — Super Micro Computer's earnings report is about to be revealed. AI server orders, profit margin trends, and stock price reactions—as a downstream supplier to NVIDIA and AMD, SMCI's performance is a key indicator for verifying the authenticity of AI computing power demand.
Popular Articles
View More
AI Infrastructure Stocks 2026: Who Is Actually Benefiting From Big Tech AI Capex?
Key Takeaways Microsoft, Amazon, Alphabet and Meta continue to spend heavily on AI infrastructure and data centers in 2026. Nvidia remains a major AI capex beneficiary, but AI cloud, servers,
Kimi Stock Price Prediction? Moonshot AI Valuation and IPO Outlook 2026–2030
Summary There is currently no official public Kimi stock price because Moonshot AI remains privately held. Therefore, a responsible Kimi stock prediction should focus first on Moonshot AI’s potential
Kimi vs DeepSeek vs MiniMax: Comparing China’s Leading AI Companies in 2026
Summary China’s frontier AI market includes several rapidly evolving companies, with Kimi, DeepSeek and MiniMax representing different technology and commercialization strategies. Company Flagship
Hot Crypto Updates
View More
Lumentum Earnings Confirm AI Optical Demand: 1.6T, NPO and High-Power Lasers Explained
Key Takeaways Lumentum Q4 FY2026 revenue rose 109% YoY to $1.01B, while non-GAAP operating margin reached 36.6%. Q1 FY2027 revenue guidance of $1.225B–$1.275B suggests AI optical demand is still
CoreWeave and Nebius Earnings: Is the AI Cloud Boom Still Accelerating?
Key Takeaways CoreWeave Q2 revenue rose 112% YoY to $2.58B, while revenue backlog reached about $104B. Nebius revenue jumped 454% YoY to $582.3M, with customer commitments exceeding $40B. Both
What is dappOS ($DOS) Intent Execution Network Becomes a Web3 AI Operating System
dappOS is a Web3 AI Operating System that allows users to create and deploy customized Web3 applications or complete tasks through simple chat prompts. dappOS positions xBubble as its flagship AI
Trending News
View More
SK Hynix ADR Prices at $149 as SKHY Nasdaq Debut Nears
SK Hynix has officially priced its U.S. American Depositary Receipts (ADRs) at $149 each, raising approximately $26.5 billion in a major U.S. offering. This move highlights massive investor appetite f
DeepSeek Funding Restart Puts China AI Valuations Back in Focus
DeepSeek funding talks have reportedly restarted at a 500 billion yuan valuation, raising fresh questions about China AI investment and IPO timing.
Related Articles
View More![[U.S. Stocks Investment Guide] Asset Allocation: Cryptocurrency + U.S. Stocks, Building a Diversified Portfolio](https://mexc-rainbown-activityimages.s3.ap-northeast-1.amazonaws.com/banner/F20260811165605860qRglVIP72bJmft.png)
[U.S. Stocks Investment Guide] Asset Allocation: Cryptocurrency + U.S. Stocks, Building a Diversified Portfolio
Dear MEXC Users,Over the past three weeks, we have completed a comprehensive learning path from introductory concepts to stock selection logic. This week, we enter the final chapter of the "U.S. Stock
U.S. Stocks Weekly Report | Jul 31–Aug 07: U.S.-Iran Thaw Sends Oil Prices Plummeting, AI Computing Power Sector Accelerates Across the Board
In the first week of August 2026, the U.S. stock market saw two parallel themes unfold—a diplomatic breakthrough between the U.S. and Iran drove Brent crude oil prices to plummet by more than 5% in a
![[US Stock Investment Guide] Earnings Season Strategy: Why Do Stocks Drop Even on Beat Expectations?](https://mexc-rainbown-activityimages.s3.ap-northeast-1.amazonaws.com/banner/F20260806140218050zSFYe5xnuytFPm.png)
[US Stock Investment Guide] Earnings Season Strategy: Why Do Stocks Drop Even on Beat Expectations?
Dear MEXC Users,On Tuesday, we learned about the practical application of technical indicators. Today, we move on to the second collection of the week—Earnings Season Strategy.Earnings season is a bat
![[US Stock Investment Guide] Practical Tips: Understanding Trends Through Technical Indicators](https://mexc-rainbown-activityimages.s3.ap-northeast-1.amazonaws.com/banner/F20260804140358475s2DKBvBq9W68yn.png)
