StableStock

$CRWD just had its biggest one-day gain since going public in 2019, jumping 20.5%. Q2 FY2027 revenue reached $1.47B, +25.8% YoY, beating expectations as CrowdStrike raised its full-year revenue outlook to $6B. But the bigger story is AI on both sides of cybersecurity. AI is htt… Read more

$MRVL beat across the board — yet shares fell more than 7% after hours. Q2 FY2027 revenue reached $2.74B, +37% YoY, with data center revenue at $2.17B and EPS at $0.94, all slightly ahead of consensus. Next-quarter guidance also came in above expectations. But the market didn't… Read more

$MRVL reports Q2 FY2027 after the bell today. Consensus expects $2.71B in revenue, including $2.15B from data center. But the bigger focus is forward guidance — and whether AI infrastructure spending can keep accelerating demand for custom silicon and optical interconnects. http… Read more

$NVDA Q2 FY2027: AI demand is still accelerating. Revenue reached $96.2B, +106% YoY, beating the $92.3B consensus. Data center revenue surged 117% to $89.0B, while EPS of $2.22 also came in ahead. Shares initially fell below $207 after hours, but the call changed the tone: http… Read more

$NVDA reports Q2 FY2027 after the bell today. Consensus sits at $92.29B revenue and $2.09 EPS, but the bigger question remains the same: is AI capex still translating into accelerating demand for NVIDIA? Demand continues to broaden across hyperscalers, AI clouds, sovereign AI h… Read more

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U.S. stocks were always the easy half. Deep liquidity, global demand, and decades of infrastructure already built for international access. The harder half is everywhere else. World-class companies. Fragmented markets. Access that still stops at borders. We’re building the

Nancy Pelosi's household just made its first disclosed bet on $BE. The latest filing shows 15,000 Bloom Energy shares + 200 $100 calls expiring in June 2027. The household also added $INTC shares and long-dated calls. The trade targets two sides of the AI buildout: chips and ht… Read more

KINGBOARD LAMINATES (HKEX: 1888) is riding the AI-driven #PCB boom. H1 revenue jumped 55% YoY to HK$14.9B, while net profit surged 209% to HK$2.89B, as demand for copper-clad laminates and upstream materials continued to outpace supply. Momentum accelerated into H2: July profit… Read more

$PDD Q2 2026 earnings are in Revenue rose 8% YoY to RMB 112.4B, slightly below expectations, while transaction services grew 13% to RMB 54.7B and remained the key growth driver Profitability came in stronger than expected. Adjusted EPS reached RMB 19.33, beating the RMB 18.51… Read more