Senior Research Analyst at Ainvest, formerly with Tiger Brokers for two years. Over 10 years of U.S. stock trading experience and 8 years in Futures and Forex. Graduate of University of South Wales.
Broadcom shares plunged 13% as a slight revenue miss and conservative AI guidance failed to clear Wall Street's elevated expectations despite strong underlying growth.
Victoria's Secret shares surged 40% after lifting 2026 profit guidance, shifting investor focus from sales growth to sustained margin delivery amid tariff risks.
OpenAI expands Codex beyond coding into enterprise roles, signaling a strategic shift toward becoming a comprehensive workplace agent platform.
Jensen Huang publicly crowns Marvell as the next trillion-dollar company, driving shares up 15% amid a strategic shift toward AI connectivity infrastructure.
HPE shares surge 36% as robust AI demand and rising margins prove the company can convert server sales into durable enterprise cash flow.
Broadcom guides Q2 AI revenue to $10.7 billion, testing if custom silicon growth can sustain the chip rally beyond Nvidia.
Coinbase and Kalshi launch regulated crypto perpetuals, offering a new revenue stream despite hurdles in migrating offshore liquidity to the US market.
Apollo and Blackstone structure a $36 billion debt deal for Anthropic, turning Google chip leases into Wall Street collateral amid the AI lab's massive equity raise.
Anthropic surpasses OpenAI with a $965 billion valuation while launching Claude Opus 4.8, signaling a strategic pivot toward agentic capabilities and cost control.
Dell shares surged 39% as AI server revenue hit $16.1 billion, prompting a raised annual target to $60 billion and validating the hardware boom.