Marvell's revenue and adjusted EPS both beat expectations this quarter, with the data center business serving as the core growth driver, posting a 46% year-over-year revenue increase and rising to 79% of total revenue.

IREN's quarterly revenue slightly beat market expectations, but its net loss far exceeded expectations, primarily due to a large non-cash impairment from the accelerated exit from Bitcoin mining.

Tokens are just barcodes; what truly matters is whether the market can survive a crisis weekend.

Through long-term, consistent execution, turning high-quality real-world assets into the infrastructure that serves on-chain finance.

Walmart's quarterly revenue and adjusted earnings per share both surpassed expectations, but U.S. same-store sales growth slowed to its lowest level in over six years, with pharmacy price deflation serving as the primary drag.

Alibaba's quarterly revenue slightly exceeded market expectations, but adjusted net profit and earnings per ADS both significantly missed expectations, mainly due to increased AI investment and two one-time expenses.

Baidu's quarterly revenue slightly missed market expectations, with the contraction in its advertising business persisting. Meanwhile, AI business revenue has maintained a share of roughly half of total core business revenue for two consecutive quarters, with GPU cloud being the fastest-growing segment.

With the continued inflow of ETFs, RWA, and institutional capital, crypto assets are gradually integrating into the traditional financial system. Wall Street is not unilaterally "taking over" crypto; instead, it is forming a two-way convergence with the crypto ecosystem. Gate and Robinhood represent two development paths moving toward each other, with the ultimate goal of creating a unified comprehensive financial account. RWA and tokenized U.S. Treasuries are becoming the asset-layer infrastructure connecting TradFi and Crypto.

Applied Materials delivered a record quarter, with both revenue and adjusted earnings surpassing expectations, with the semiconductor systems business serving as the primary growth driver.

Q2 trading volume surged 147% year-over-year, yet revenue fell 5%, with a net loss of $21.68 million.

This time, the focus is on solving cross-market and cross-asset capital efficiency issues for professional users.

Lumentum delivered a quarter with revenue more than doubling year-over-year, driven primarily by AI data center optical interconnect demand, with both the components and systems segments exceeding expectations.

Rocket Lab delivered record quarterly revenue and backlog, with the Space Systems business as the primary growth driver, while launch services saw a sequential decline due to revenue recognition timing. The company also raised its next-quarter revenue guidance above market expectations, but continued heavy investment in the Neutron rocket's first flight and production ramp-up has pushed next-quarter operating loss guidance beyond what the market had originally anticipated.

To become Robinhood's 14th business line generating over $100 million in revenue, Meme coins alone won't be enough.

FMS 2026 took place from August 4–6 in Santa Clara, USA, marking the 21st edition of the world's largest independent storage industry summit. SK Hynix and SanDisk jointly unveiled the first standard specification for High Bandwidth Flash (HBF), adding a new tier below HBM; Samsung introduced BV-NAND with over 400 layers, using a wafer bonding process for the first time to stack vertically; Kioxia, meanwhile, integrated direct-to-chip liquid cooling into enterprise SSDs for the first time, removing constraints on the cooling front.

The "RWA+Meme Coin" Dual-Engine Strategy, Robinhood Ignites a New Wave of Meme Mania.