256
·
07-21 14:19
AMD Just Changed the AI Competition, It's Selling the Whole AI Rack
$Advanced Micro Devices(AMD)$ has unveiled Helios, its first rack-scale AI platform, marking one of the company's biggest strategic moves in the AI infrastructure market. The significance isn't simply another GPU launch. It's that AMD is moving beyond selling individual accelerators and is now offering a complete AI computing system that combines GPUs, CPUs, networking and software into a single rack-level solution. The Battle Has Moved Beyond GPUs For years, AI competition centered on who had the fastest accelerator. That is changing. Large cloud providers increasingly purchase complete AI systems rather than standalone chips, making system integration just as important as raw computing performance. Helios reflects this shift by combining 72 next-
144
·
07-21 14:51
China's AI Push Reaches a New Milestone
China's AI infrastructure race has reached a new stage. Z.AI has reportedly completed a 1-gigawatt AI data center, with the facility beginning partial operations using only domestically produced chips and no $NVIDIA(NVDA)$ hardware. The development highlights a major shift in the global AI competition: The race is no longer only about building better models—it is also about building the computing infrastructure behind them. Why China Is Building Its Own Stack The new data center is designed to support Z.AI's frontier GLM model development. Inside the facility are multiple computing clusters, each containing more than 10,000 domestic AI chips. A 1-gigawatt power capacity represents a massive infrastructure commitment, showing that China is attempti
329
·
07-21 14:34
$1.65T! The Hidden Cost of the AI Race
The AI boom is creating one of the largest investment cycles in technology history. But while investors focus on AI revenue growth, model performance and data center expansion, another number is becoming increasingly important: How much future financial commitment is being created behind the scenes? A recent analysis of financial filings from $Alphabet(GOOGL)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ $Oracle(ORCL)$ suggests that AI-related obligations—including GPU contracts, data center leases and infrastructure agreements—have grown rapidly and now re
11.12K
·
07-21 14:33
First 2H26 One Good Trade Live show this Thurs 23 July 1030AM!
Let’s kick off the second half of 2026 with Joey Choy on One Good Trade Live Show! Renowned educator and remisier Joey Choy will be addressing what next given the new record highs of the $Straits Times Index(STI.SI)$ (STI). He will team up with Head of Singapore Warrants Jamie Chung, who will share how to leverage on Joey’s short-term views with structured warrants. The live streaming will be on Thursday 23 July at 1030AM on Joey Choy’s Facebook and YouTube Live! Joey will revisit his previous analysis of $CityDev(C09.SI)$, before moving on to talk about whether our local benchmark STI has further upside from here. *This show is sponsored by Macquarie Warrants Singapore and the views of Joey do not re
325
·
07-21 19:03
Google earnings to test if the memory stock rebound can turn into a reversal
Today, global memory stocks finally staged a meaningful rebound. It felt like weeks of pent-up pressure were finally released. South Korea’s KOSPI rose roughly 3.6%, while Japan’s Nikkei gained about 3.3%. Samsung Electronics, SK Hynix, and Kioxia $KIOXIA HLDGS CORP(KXIAY)$ all rallied. Japan was closed yesterday, and Kioxia came back today with a 17% surge—nearly brought me to tears.[Cool][Smart][Sly] In U.S. premarket trading, SNDK, MU, WDC, and STX were also all higher. Asia-Pacific market performance There was also a fundamental catalyst today: South Korea’s exports during the first 20 days of July rose 52.3% year over year, with semiconductor exports surging 180.6%. At the very least, this confirms that memory shipments have
402
·
07-21 18:16
IREN Soars Pre-Market to $41.87 on $2.8B AI Deal: How to Play the 143% IV Surge
$IREN Ltd(IREN)$ securing a $2.8B AI cloud contract and raising 2026 revenue guidance above $4B fundamentally validates its pivot from Bitcoin miner to AI infrastructure operator. With pre-market shares trading up to $41.87 and Implied Volatility (IV) sitting at a massive 143% (98th percentile), the market is pricing in explosive near-term move expectations. IF YOU ALREADY OWN THE SHARES If you hold at least 100 shares, the extreme volatility makes this an ideal environment to consider a covered call (selling the right for someone else to buy your shares at a set price to collect income). With the stock approaching resistance at $45, selling an out-of-the-money call option allows you to harvest elevated option premiums while setting a disciplined
411
·
07-21 17:39
Alphabet Q2 preview: $190 billion of spending has to show up in revenue and cash flow
Takeaways Q1 revenue rose 22%, while operating income grew 30%. Cloud revenue grew 63% and margin reached 32.9%. Search revenue rose 19%, with a lower traffic acquisition cost ratio. Q1 capex consumed 78% of operating cash flow. Forward P/E is about 24.6 times, while free cash flow yield is only 1.5%. $Alphabet(GOOG)$ reports second quarter results after the close on July 22. Wall Street expects revenue of roughly $116.9 billion, up 21.3% year over year, with EPS of $2.90. That EPS will look much lower than the $5.11 reported in Q1. The comparison is misleading. Equity investment gains added $28.7 billion to Q1 net income and $2.35 to EPS. I would strip those gains out and concentrate on operating income, free cash flow and the gro
323
·
07-21 20:16
Wall Street Is Holding Its Breath. This Week Could Decide the Market's Next Move.
A weak start… but investors are looking far beyond Monday's losses. U.S. markets opened the week cautiously as renewed tensions between the U.S. and Iran pushed oil prices higher. Market recap: Dow Jones: -0.59% S&P 500: -0.19% (third consecutive losing session) Nasdaq: +0.05% Despite the geopolitical headlines, the market's attention is focused elsewhere. This is one of the most important earnings weeks of the year. Big Tech Is About to Face Its Biggest Test MAG7 Several AI heavyweights report earnings over the coming days: $Alphabet(GOOGL)$ $Tesla Motors(TSLA)$ Intel Next week, the spotlight shifts to: Microsoft Meta Amazon So far, earnings season has been impressive, with 88% of S&P 500 compan
7.23K
·
07-21 20:14
YXT Completes AI-Native R&D Transformation , Enters a New Stage as an AI-Native Enterprise
Radnova Intelligent Technology ( $云学堂(YXT)$ ) recently announced the completion of a comprehensive AI-native transformation of its research and development (R&D) system, enabling AI to drive the entire software development lifecycle—from requirements analysis and system architecture design to code generation, testing, validation, deployment, and iterative improvement. Rather than serving as a coding assistant, AI now serves as the primary implementation engine throughout Radnova's software development process. Developers are shifting from writing code to defining structured software specifications, exercising business judgment, and making critical decisions. At the same time, the company has built an ontology-based enterprise knowledge base bas
302
·
07-21 21:38
$GOOG Could Be Ready for Another AI-Led Rally
$Alphabet(GOOG)$ $Alphabet Inc.(GOOG) Rises +1.52%: AI Chip Ambition Fuels Momentum, Eyes $370 Breakout 📈 Latest Close Data 🕐 Closed at $351.37 on 2026-07-21, up +1.52% (+$5.25). The stock is trading ~13.1% below its 52-week high of $404.47. Core Market Drivers 🚀 Positive sentiment was fueled by reports of Google developing a new, highly efficient AI server chip (codenamed "Frozen v2"), potentially boosting Gemini model performance. This news, coupled with ongoing market optimism around AI infrastructure, provided a key catalyst for the day's gains. Technical Analysis 📊 Volume was 13.2M shares (Volume Ratio: 0.75), indicating average participation. The RSI(6) is at 45.15, moving out of oversold territory, suggesting weakening selling pressure. The
124
·
07-21 21:29
AMD AI Rally Reloads? Bull Put Spread Targets Breakout
$Advanced Micro Devices(AMD)$ $Advanced Micro Devices, Inc.(AMD) Rebounds +1.58%: AI Chip Giant Holds Support, Eyes $533 Target 🚀 Latest Close Data 📊 Closed at $$503.57 on 2026-07-21, up +1.58% $$+7.81). Currently -13.9% from its 52-week high of $584.73. Core Market Drivers ⚙️ KeyBanc raised its price target to $725, the highest among analysts, maintaining an Outperform rating, fueling bullish sentiment. The stock is consolidating after a recent pullback, with market focus on AI chip demand and competitive positioning against peers. Technical Analysis 📈 Volume: Trading volume was 23.44M shares, with a Volume Ratio of 0.89, indicating slightly below-average activity, typical of consolidation. RSI (6): RSI(6) at 39.68, recovering from oversold territ
262
·
07-21 21:25
$SE Rebounds as Bull Call Spread Targets a Breakout Above $110
$Sea Ltd(SE)$ $Sea Ltd (SE) Rebounds +1.58%: Southeast Asia Tech Giant Finds Support, Eyes $110 Pivot 📈 Latest Close Data: $SE closed at $105.69 on 2026-07-21, up +1.58% (+$1.64). It's trading ~47% below its 52-week high of $199.30. 🚀 Core Market Drivers: The stock recovered from recent losses, supported by strong Q1 earnings (revenue +46.6% YoY) and ongoing positive sentiment from Shopee's deepening partnership with Meta. The broader e-commerce/retail sector showed mixed performance, contributing to volatility. 📊 Technical Analysis: Volume was 2.6M shares (Volume Ratio: 0.48), below average, suggesting the rebound lacked strong conviction. The RSI(6) at 50.39 has moved back above 50 from oversold levels, indicating a potential shift in short-term m
158
·
07-21 21:18
$CRM's AI Strategy Continues to Strengthen the Bull Case
$Salesforce.com(CRM)$ $Salesforce(CRM) Rallies +1.77%: AI Giant Reclaims $173, Bullish Momentum Building 🚀 Latest Close: $173.79 (+$3.02, +1.77%) on July 21, 2026. The stock is now ~36.6% below its 52-week high of $274.00. Core Market Drivers: 📈 A recent upgrade from Guggenheim to "Buy" with a $228 target provided a significant catalyst, reflecting confidence in its AI and enterprise software strategy. The broader tech sentiment remains positive as the company continues to integrate its AI acquisitions. Technical Analysis: 📊 Volume was solid at 13.43M shares (Volume Ratio: 1.06). Key indicators show bullish signals: the MACD (12,26,9) is improving with DIF turning positive at 0.53, suggesting waning bearish momentum. The RSI (6) at 66.66 is strong
180
·
07-21 21:09
$EBAY Looks Ready to Challenge Its 52-Week High
$eBay(EBAY)$ $eBay Inc. (EBAY) Rallies +1.90%: E-Commerce Giant Tests $115 Resistance, Bullish Momentum Intact 🚀 Latest Close Data 💹 Closed at $114.19 on 2026-07-21, up +1.90% (+$2.13). The price is just $5.12 (4.3%) below its 52-week high of $119.31. Core Market Drivers 📰 The stock continues its upward trajectory, potentially buoyed by broader e-commerce sector strength and solid company fundamentals. Recent news highlighted a sharp +15.5% surge in peer PayPal (PYPL) on acquisition speculation, which may have provided positive sentiment spillover for the online payments and marketplace space. Technical Analysis 📊 Volume: Daily volume of 3.58M shares shows steady participation, supporting the price move. RSI (6-day): Jumped to 56.79, moving out of
296
·
07-21 20:59
Google Q2 Earnings Preview: Expectations Maxed Out – 347 Is the Key Level
I. Fundamentals: Shine Fading Slightly, but the Giant Is Still Doubling Down Google's AI product Gemini has seen its reputation and rankings slip somewhat this year, but that hasn't dampened the market's long-term optimism toward the company: Buffett has placed a heavy bet on it and publicly voiced his support in a CNBC interview. Google is set to report earnings after Wednesday's close (7/22), and the results will carry significant weight for the broader market. Investors will be laser-focused on two main threads: capital expenditure and cloud revenue. However, one thing to keep in mind: expectations may already be fully priced in. Without a surprise, the post-earnings stock reaction is likely to be loud but shallow – though spillover effects could still ripple through the semiconductor s
243
·
07-21 20:58
$MU's AI Memory Leadership Keeps the Long-Term Bull Case Alive
$Micron Technology(MU)$ $Micron Technology (MU) Rebounds +1.94%: Memory Titan Holds Key Support, Eyes $900 Pivot 🚀 Latest Close Data 📊 Closed at $865.46 (+1.94%) on 2026-07-21. The stock remains ~31% below its 52-week high of $1255.00. Core Market Drivers ⚙️ Recent news includes a potential $3B investment into the U.S. semiconductor supply chain, signaling long-term growth commitment. However, significant bearish options activity, including million-dollar out-of-the-money Put purchases, indicates institutional hedging against further downside risk amid sector volatility. Technical Analysis 📈 Volume was 37.7M shares (Volume Ratio: 0.82), below average, suggesting the rebound lacks strong conviction. The latest MACD shows DIF at -23.03, DEA at 5.55, a
305
·
07-21 20:47
$AVGO's AI Chip Leadership Keeps the Bull Case Alive
$Broadcom(AVGO)$ Broadcom Inc. (AVGO) +1.98%: AI Powerhouse Holds Ground, Eyeing $380 Pivot 🚀 Latest Close Data 📊 Closed at $378.16 on 2026-07-21, up +1.98% (+$7.34). The stock is trading ~23.6% below its 52-week high of $495.00. Core Market Drivers 🧠 The stock’s resilience is buoyed by its dominant position in the AI infrastructure ecosystem, particularly with custom chip solutions. Recent news highlighted its collaboration with OpenAI on the "Jalapeño" AI chip, underscoring its critical role in the next-gen compute landscape. Ongoing geopolitical tensions and supply chain dynamics remain key macro watchpoints. Technical Analysis 📈 Volume was 14.42M shares (Volume Ratio: 0.69), indicating subdued activity. The 6-day RSI (46.03) has rebounded from
171
·
07-21 20:37
SNOW CEO's $100B Incentive Raises the Stakes
$Snowflake(SNOW)$ $Snowflake(SNOW) Consolidates Near 52-Week High: +2.02% Gain Signals Bullish Continuation, Eyeing $280+ 📈 Latest Close Data Closed at $274.34 on 2026-07-21, up +2.02% (+$5.44). The stock is now just $10.65 (3.7%) away from its 52-week high of $284.99. 💡 Core Market Drivers 1️⃣ RBC Capital Markets raised its price target to $313 (from $284), boosting analyst confidence. 🔼 2️⃣ The company granted CEO 1 million performance-linked RSUs, with vesting tied to ambitious stock price milestones, aiming to unlock up to $100B in shareholder value. This bold incentive plan is seen as a strong growth commitment. 🎯 3️⃣ The broader Cloud/Data Infrastructure sector showed weakness, creating a mixed environment for SNOW. 📊 Technical Analysis Volu
258
·
07-21 20:26
Is $INTC's Recovery Already Losing Momentum?
$Intel(INTC)$ $Intel Corp.(INTC) Consolidates at $97.06: Chip Giant Holds Key Support, Awaits Macro Catalyst 📊 Latest Close: INTC closed at $97.06 on 2026-07-21, up +2.13% ($2.02). It remains -31.8% below its 52-week high of $142.35. Core Market Drivers: 1️⃣ Geopolitical tensions (US-Iran) and potential supply chain disruptions are weighing on the broader semiconductor sector. 2️⃣ Mixed capital flow data shows recent volatility, with a net outflow of -$1.0B on the last trading day. 3️⃣ The company continues its strategic pivot under CEO Lip-Bu Tan, focusing on its foundry business to regain competitiveness. Technical Analysis: Volume was 89.74M shares (VR 0.82), indicating subdued participation. 📉 The MACD remains in negative territory (DIF: -5.41
188
·
07-21 20:12
$WDC Stabilizes, but $500 Remains the Key Battleground
$Western Digital(WDC)$ $Western Digital (WDC) Rallies +2.14%: Data Storage Giant Tests $500 Resistance Amid Strong Fundamentals 📈 📊 Latest Close Data Closed at $487.42 on 2026-07-21, up +2.14% (+$10.20). The stock is trading ~39% below its 52-week high of $799.87. 🚀 Core Market Drivers Strong Institutional Sentiment: 21 analysts cover the stock with an average price target of $576.68, implying significant upside potential. Robust Financial Health: The company boasts impressive profitability metrics with a ROE of 85.92% and a Forward P/E of 25.87, indicating strong earnings power. Sector Momentum: Continued demand for data storage solutions in the AI/cloud era provides a favorable macro backdrop. 📈 Technical Analysis Volume: Daily volume of 5.4M sha