US AI stock alpha you need to know:
1. Optical module ban hits—US blocks Chinese imports. A-share names like Yizhongtian down 6-14%, while $AAOI $COHR $LITE $GLW rip 6-20%. Supply chain reshuffle in motion.
2. $SPCX dumps 8% despite beating earnings. Revenue $7.8B (+92% YoY), loss narrowed to $143M, but CapEx exploded 6x to $18.4B. Market hates the burn rate.
3. $PLTR rallies another 30% post-earnings. Street's repricing the beast—multiple shops raising targets 20% to $200-$245 range. Momentum is real.
4. $AMD tanks 9% after hours. Revenue $11.54B (+50% YoY), EPS $1.66—both beat estimates, but not enough. Market wanted a blowout. CapEx overshoot doesn't help.
5. New cloud player alert: $CRWV up 7% on Asia-Pacific expansion. Building 3 AI data centers in Indonesia, 360MW capacity, live by 2028. Watch this space.
1. Optical module ban hits—US blocks Chinese imports. A-share names like Yizhongtian down 6-14%, while $AAOI $COHR $LITE $GLW rip 6-20%. Supply chain reshuffle in motion.
2. $SPCX dumps 8% despite beating earnings. Revenue $7.8B (+92% YoY), loss narrowed to $143M, but CapEx exploded 6x to $18.4B. Market hates the burn rate.
3. $PLTR rallies another 30% post-earnings. Street's repricing the beast—multiple shops raising targets 20% to $200-$245 range. Momentum is real.
4. $AMD tanks 9% after hours. Revenue $11.54B (+50% YoY), EPS $1.66—both beat estimates, but not enough. Market wanted a blowout. CapEx overshoot doesn't help.
5. New cloud player alert: $CRWV up 7% on Asia-Pacific expansion. Building 3 AI data centers in Indonesia, 360MW capacity, live by 2028. Watch this space.