Bybit earnings season event is already halfway through: This week, the three major earnings reports from Tencent, Cisco, and AMAT are coming up

Odaily News: Bybit's U.S. stock earnings season event is already more than halfway done, with only 19 days remaining. The total points accumulated by all users continues to climb, the fourth-tier prize pool has been successfully unlocked, and a million-dollar prize pool is waiting to be claimed. Users can also participate in points guessing games.

In terms of the points mall, iPhone 17 Pro Max and NVIDIA RTX 5060 Ti graphics cards have all been unlocked. Ray-Ban Meta smart glasses are still available for redemption, while the Cybertruck grand prize has yet to be unlocked.

Key earnings reports this week are as follows:

- Tuesday 8/11 after market close: Lumentum (LITE) + CoreWeave (CRWV)

- Wednesday 8/12 after market close: Cisco (CSCO) + Coherent (COHR) + Tencent + Nebius (NBIS)

- Thursday 8/13 after market close: Applied Materials (AMAT)

Quick look at key targets:

(1) Tencent (Wednesday): Progress on the Hunyuan 3 model and WorkBuddy is key. The core focus is whether core business profits can healthily support AI investments. Implied volatility ±3%.

(2) Cisco (Wednesday after market close): FY27 outlook is the central focus. The hyperscale AI order target has been raised to $9B, and the market expects FY27 orders to grow another 50%. Implied volatility ±7.3%.

(3) AMAT (Thursday after market close): A leader in semiconductor equipment. System growth expectations have been raised to >30%, with expectations for the fastest EPS growth in 5 years. Implied volatility ±6.4%.