CoreWeave delivered a quarterly earnings report that simultaneously validates AI compute demand and capital pressure.

With Democrats simultaneously winning both the Senate and the House, the Trump administration's policy space for the next two years faces major changes.

US tech stocks broadly sold off, Cloudflare largely recovered the day's losses and turned to a gain relative to the previous day's close

When US stocks have Crypto-style trading hours and instruments, how much boundary remains between TradFi and crypto finance?

On the first trading day after the US midterm elections, US stocks did not fall because Washington re-entered a divided government; instead, they rose across the board.

Data center revenue is expected to grow another ~50% quarter-over-quarter in Q4.

Capital expenditure, capacity bottlenecks, and geopolitical risks have all been placed on the table of AI infrastructure.

A Google that doesn't like to overpromise, with a rising "full-stack AI," has run into "bad timing"—a market that only recognizes numbers and doesn't look at the future.

SK Hynix has delivered the strongest quarterly earnings in the company's history. In FY2026 Q3, revenue reached KRW 104.62 trillion, up 328% year-over-year and 32% quarter-over-quarter, surpassing the KRW 100 trillion mark for the first time and exceeding market expectations of approximately KRW 98.23 trillion. Operating profit reached KRW 83.33 trillion, up 632% year-over-year and 38% quarter-over-quarter, also beating market expectations of approximately KRW 76.96 trillion.

The most important significance of Anthropic's listing is that the public market can finally price a frontier large model company independently.

Overall, this earnings report does not show that Tesla has entered a new phase of high-speed growth, but it does demonstrate that the automotive business can still improve profit margins and generate cash flow sufficient to support part of its AI investments.

Meta's next core task is to further transform AI from a tool for improving the efficiency of existing businesses into a new platform capable of independently generating revenue.

SpaceX is transforming from an aerospace company centered on rocket launches and satellite internet into a comprehensive infrastructure platform spanning AI compute, communication networks, and space transportation.

In the third quarter of 2026, the company's net sales reached €11.662 billion, a year-over-year increase of approximately 55%, landing at the high end of its previous guidance range of €11 billion to €12 billion; net profit reached €4.960 billion, up approximately 133% year-over-year; basic earnings per share stood at €12.95, significantly beating market expectations of approximately €10.7.

This round of correction looks more like a valuation rebalancing under high expectations, rather than a memory cycle reversal already confirmed by data.

According to financial materials provided to investors cited by the Financial Times, as of the end of September 2026, OpenAI's annualized revenue run rate was close to $50 billion, significantly lower than the nearly $70 billion widely reported in the media at the end of September. The two figures differ by approximately $20 billion, a gap of nearly 29%.