[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
US Stock Weekly | Aug.08–Aug.13: CPI Cooling Lifts S&P 500 to Record High, AI Infrastructure Earnings Surge Across the Board
This week, the US stock market ushered in multiple catalysts: the July CPI exceeded expectations and cooled down, the S & P 500 hit a historic high, coupled with the SMCI financial report
Is AI Inference Changing the NAND Cycle? What Sandisk Means for Memory Stocks
AI inference requires far more than compute: large-scale deployments also need growing amounts of accessible, cost-efficient storage. NAND is emerging as a capacity layer alongside HBM and DRAM
QQQ Holdings 2026: Top Companies, AI Exposure and Nasdaq-100 Sector Breakdown
Summary Invesco QQQ is often associated with U.S. Big Tech, but understanding QQQ holdings requires looking beyond the idea that it is simply a “technology ETF.” QQQ tracks the Nasdaq-100 Index,
Hot Crypto Updates
View More
AI Earnings Are Strong But Why Are Some AI Stocks Falling?
Overview As the mid-year 2026 earnings season unfolds across global markets, artificial intelligence infrastructure equities are experiencing an unprecedented structural divergence. Semiconductor
How Nvidia Plans to Finance 500 Billion Dollars of AI Infrastructure
Overview As the global development of frontier artificial intelligence models and multimodal agents expands to multi-trillion parameter scales, the capital requirements for physical infrastructure
Apple China AI Strategy Changes Again And What the Alibaba Partnership Means
Overview According to an exclusive Reuters report published on August 14, 2026, Apple Inc. has developed and trained a proprietary large language model specifically tailored for mainland China,
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 MoreUS Stock Weekly | Aug.08–Aug.13: CPI Cooling Lifts S&P 500 to Record High, AI Infrastructure Earnings Surge Across the Board
This week, the US stock market ushered in multiple catalysts: the July CPI exceeded expectations and cooled down, the S & P 500 hit a historic high, coupled with the SMCI financial report significantl
![[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)
