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$ENA ENA share repurchase proposal receives 100% approval
No wonder it’s been able to rise so much

#marvell盘后跌超5% #英伟达财报后涨8.74% #标普500涨0.7%科技板块涨3.3% #比特币升破8万美元创三月新高 US stock market analysis: AI steals the show; storage pulls back; waiting for Waller’s tone

On Thursday, US stock indexes finished higher (Nasdaq +1.57%), but the move was extremely uneven—out of 11 S&P sectors, only Technology rose. The equal-weight index fell 0.3% in spite of the gains. The number of declining stocks was far greater than the number of advancing ones, which is a classic case of an “AI-driven short squeeze” rebound as breadth deteriorated.

Macro and impact across asset classes:
Stocks (AI vs. others): NVIDIA’s strong guidance ignited buying in AI-related names. Software stocks surged across the board (Salesforce +22.58%, CRWD +20.5%).

However, traditional tech (Amazon -1.54%, Meta -0.87%) and storage chips (Micron -0.32%) declined against the trend, showing clear capital “bleeding” effects.

Bond market: The 10-year US Treasury yield rose to 4.67%. The market is pricing in an expectation of another 25bp rate hike before year-end, shifting attention to tonight’s speech by Waller.

Commodities: WTI crude oil closed up 1.58% (peaked above $84 during the session). There is a tug-of-war between geopolitical premium (the Strait of Hormuz) and demand. Gold held the $4,600 level with a slight gain of 0.5%.

Crypto assets: BTC jumped about 2.9% to approach $81,000, moving in tandem with AI risk appetite, but the elevated level looks fragile ahead of tonight’s speech.

Key focus on the news front:
The market is waiting for Waller Jackson Hole’s first appearance tonight at 10.
Goldman Sachs expects he will not send strong signals regarding the September decision. He may acknowledge improved inflation but reiterate the 2% goal. The options market shows anxiety—any unexpected wording could hit a range of assets.

The tape is “a one-person celebration for AI,” with breadth and depth diverging badly. Before Waller’s speech tonight, be alert to potential price corrections triggered by an expectations gap, especially the volatility risk for high-level BTC and tech stocks.$BTC $CL $XAU

#英伟达财报后涨8.74% U.S. stock market close summary: AI faith goes into another frenzy, Nvidia surges 8%—market value up by $442B, Salesforce rockets 22%

On Thursday, all three major U.S. stock indexes closed higher across the board. The Nasdaq rose more than 1.5%, with AI concept stocks and high-quality performers leading the session. Market sentiment surged, and capital flowed aggressively into companies with results that beat expectations and with clearly defined AI narratives.

Trading value and price-move focus (TOP 20):
Nvidia (NVDA): Trading value of $67.298B, the highest; shares rose 8.74%; market value increased by $44.20B in a single day (the second-highest in history). Strong earnings guidance eased concerns about slowing growth. Institutions note that its guidance remains somewhat conservative, and with supply constrained, demand growth is expected to be even faster.

Salesforce (CRM): Trading value $13.678B; soared 22.58%. An unexpectedly strong earnings report and an AI collaboration (with Anthropic) shattered fears that SaaS is being disrupted—turning sentiment around the sector.

CrowdStrike (CRWD): Trading value $5.195B; jumped 20.50%. Full results beat expectations and the company raised its full-year guidance. Its AI security business is accelerating.

Micron Technology (MU): Trading value $26.438B; slipped 0.32% slightly. President Trump praised its AI frontier position in a post.

Other strong performers: Intel (INTC) up 4.36%, Broadcom (AVGO) up 4.49%, Palantir (PLTR) up 4.75%, and Strategy (MSTR) surged 11.54% (bitcoin-related).

News and key drivers:
AI leaders’ earnings and guidance continue to come in above expectations, reinforcing the narrative that “AI capital expenditures have not even peaked yet.”
Elon Musk said SpaceX’s revenue could reach $3.5 trillion by 2033, boosting risk appetite.
However, note that storage chips (SanDisk down 0.96%, Marvell Technology down 1.49%) pulled back against the trend, indicating sector differentiation.

The overall tape clearly played out the logic of “earnings reign supreme + AI faith.” Capital is highly concentrated in top-tier AI and enterprise software leaders. Near-term sentiment is at a peak, but fragility at these elevated levels has increased—watch out for volatility driven by any expectation gaps from tonight’s remarks by Walsch/Voish ($MSTR $CRM $NVDA #英伟达开盘140分钟成交335亿美元 )

After-hours US stock opportunities: AI faith meets the “good performance but stocks fall” curse as storage chips slide across the board

On Thursday after the close, all three major index futures turned lower (Nasdaq futures down 0.34%), and market sentiment remained cautious.

The “Big Seven” in tech saw mixed moves. After-hours, AI chip leader Nvidia switched from gains to losses, down 0.81%. The storage-chip sector was hit across the board: Micron, SanDisk, and Seagate all fell by more than 1%.

Focus on price moves and trading value:
Marvell Technology (MRVL): After-hours plunged 7.8%, with trading value of 2.62 billion leading the group. Despite results beating expectations (Q2 revenue $2.74 billion, EPS $0.94), the stock was sold off as disappointment set in over when the market expected the long-term contribution from Google’s AI-chip agreement would be recognized—after the stock had already risen nearly 3x during the year.

IREN Ltd (IREN): After-hours sank 8.45%, with a 12.85% intraday range. The high-volatility pattern typical of bitcoin miners continued.

Storage-chip supply chain: Micron (MU) fell 1.69%, SanDisk (SNDK) dropped 1.38%, and Seagate (STX) declined 1.02%, confirming profit-taking as investors’ near-term hardware expectations were already fully priced in.

News catalyst:
The market is highly focused tonight on remarks by Worsche at the Jackson Hole central bank conference, scheduled for 10 p.m.

Currently, the rise in US stocks along with BTC, ETH, and SOL is mainly driven by the AI boom and ETF inflows, not expectations of interest-rate cuts.

If Worsche’s comments are hawkish or unclear, risk assets already trading at elevated levels (such as BTC near the $80,000 mark and SOL around the $110 resistance level) may face pressure for a pullback after a run-up.

After-hours signals show the return of “good earnings don’t necessarily mean a good stock price.” While the AI narrative hasn’t broken, the extremely high expectations have created fragility. Before tonight’s Worsche sets the tone, watch for two-way shockwaves triggered by expectation gaps.$MRVL $BTC $SOL #Marvell盘后跌超5% #标普500涨0.7%科技板块涨3.3% #WTI原油涨1.6%至84美元

$BTC $MSTR $CRCL Bitcoin breaks above $81,000

US stock crypto concept stocks rose in the after-hours session. Strategy gained more than 3%, BMNR rose more than 2%, and Circle and Coinbase rose more than 1%.

$KORU South Korea KOSPI index falls 1.12%; Nikkei 225 turns positive and is now up 0.47%

Korea’s “storage two giants” shares both fall: Samsung Electronics down 1.88%, SK hynix down more than 2%$SKHY $SKHYNIX

$MRVL Marvell shares tumble 6% after reporting results

Marvell Technology announced strong quarterly results, but since market expectations had already been raised significantly, the company’s slightly better-than-expected performance failed to satisfy investors, and the stock fell in after-hours trading.

After the U.S. market close on August 27, Marvell Technology released its Q2 fiscal year results report. Revenue increased 37% year over year to $2.74 billion, and adjusted earnings per share were $0.94, both slightly above analysts’ expectations.

The company’s guidance for the third fiscal quarter was $3.15 billion, far higher than analysts’ prior forecasts of $3.03–$3.04 billion.

$CRM $NOW $PLTR US stocks: AI application software stocks rise collectively

After-hours, Salesforce? or “Salesforce”? (unclear) earnings lead to gains expanding to over 19%, Figma up more than 10%,
ServiceNow and Datadog up nearly 10%, Cloudflare up more than 5%,

Adobe and Snowflake up nearly 5%, Palantir up about 4%.

#Okta与CrowdStrike财报超预期大涨

$CRWD Cybersecurity company CrowdStrike’s earnings guidance beat expectations across the board. Q2 revenue was $1.47 billion, and the full-year outlook was raised to between $5.99 billion and $6.01 billion. After-hours, the stock price surged as much as 12%.

The company said that hacker threats brought about by AI are prompting enterprises to increase security spending.

$CRM Meanwhile, Salesforce released strong revenue guidance and deepened its partnership with Anthropic; the stock jumped more than 12% after the close.

The company expects Q3 revenue of about $11.5 billion. Its AI product, Agentforce, is expected to contribute $1.5 billion within the year. The two sides will connect Salesforce data to Claude, and the CEO pushed back against the industry’s “SaaS apocalypse” narrative.

$NVDA $INTC $TSM US stock portion semiconductor stocks gain expansion

NVIDIA rose nearly 8%, Intel rose nearly 5%, Broadcom rose nearly 4%, TSMC rose nearly 2%

$MSTR $CRCL $BTC US stocks crypto concept stocks rise during the session

Strategy up nearly 8%, Circle up nearly 5%, Coinbase up more than 4%, BMNR up nearly 3%, Robinhood up nearly 2%.

$SNDK $NVDA $LITE Fueled by strong Nvidia guidance, US stock cloud computing services providers, storage, and optical communications stocks rise premarket

NEBIUS and AAOI both up more than 6%, CoreWeave up more than 5%, and Credo Technology up nearly 5%

SK hynix, Micron Technology, and SanDisk up more than 4%, and Lumentum up nearly 4%

US stock pre-market trading

#美元创近四周最大涨幅 US stock market wrap: PCE meets expectations, but inflation is stubborn; all three major indexes edge down slightly, and gold falls below a key level

On Wednesday, trading in US stocks was relatively quiet. All three major indexes closed slightly lower amid the interplay of inflation data and earnings reports. The S&P 500 fell 0.04%, the Nasdaq slipped 0.08%, and the Dow dropped 0.21%, ending a two-day winning streak.

The market’s core question is: if the core PCE meets expectations, why does it instead strengthen expectations for further rate hikes?

Macro headlines:
Inflation data: meets expectations overall, but the details are somewhat hot—rate-hike expectations rise
In July, core PCE year-over-year rose 3.3% (in line with expectations), but total PCE rose 3.7% year-over-year and 0.2% month-over-month—both above expectations. While the data is “overall in line,” its “structure is hot.” Rate-futures data shows the probability of a September rate hike jumped from 36% to 42%.

Asset impact: the US dollar strengthens; Treasury yields rise broadly; gold drops below 4,600
The US Dollar Index rose 0.23% to 99.07. US Treasury yields rose across the curve; the 10-year yield climbed to 4.66%. Gold came under pressure and fell through the key $4,600 level, closing down about 1% and ending a four-session winning streak.

Earnings and industry signals: differentiation within the AI chain; capital looks for a structural shift
Although Nvidia’s earnings beat expectations, its Q3 guidance ($108 billion) fell short of the most optimistic buyers’ expectations (above $110 billion). Also, its gross margin guidance edged down slightly. After-hours, the stock fell more than 3% at one point, weighing on AI infrastructure bellwethers (Nvidia -1.59%, Broadcom -0.32%).

Asset impact: flows spill from compute leaders to storage and custom-chip directions; hardware-related bets remain active within AI
Capital shifted from compute leaders toward storage and custom chips. Western Digital rose more than 4%, Arm gained nearly 4%, and Marvell rose nearly 2%, suggesting the market is still actively looking for structural opportunities within AI hardware.

Commodities and FX: oil chops sideways; gold faces multiple headwinds
Even with a complicated geopolitical backdrop, oil prices didn’t rise on demand expectations—they fell instead. WTI crude settled at $82.23 per barrel, down slightly. Gold, under triple pressure—strength in the dollar, rising real yields, and renewed rate-hike expectations—lost the $4,600 level, and near-term claims on its allocation value have been questioned.

The market is at a crossroads between “inflation stickiness confirmed” and “AI narrative validation.” The PCE data brings back uncertainty over September hikes, weighing on interest-rate-sensitive assets. Meanwhile, the divergence after Nvidia’s earnings shows the AI trend hasn’t changed, but the market is extremely sensitive to valuations and marginal changes.

Near-term performance will depend more on the policy signals released at the Jackson Hole meeting on Friday. Whether gold can stabilize above $4,600 is the key observation point.$BTC $CL $XAU

$ZHIPU Zhipu’s growth has widened to 9%

On the news front, Zhipu responded to a query from foreign media on Wednesday (August 26) and confirmed that the model previously codenamed Ox Alpha is a new version of its GLM series and that its model weights will be released later that day.

The company then announced on its WeChat official account that the model has officially been named GLM-5.3-Flash.

At present, GLM-5.3-Flash can still be used for free and has leapt to the top of the AI model platform OpenRouter leaderboard, with usage more than double that of DeepSeek. Zhipu plans to publish the model weights—i.e., the core parameters formed after training that affect the model’s output—so that developers can deploy or develop other products based on them.

$ZHONGJI 中际旭创升逾4%

On the news front, the Shenzhen Stock Exchange announced that the list of securities eligible for Hong Kong Stock Connect has been added to Jebel Chuang (Jingji Xuchuang). It takes effect today.

$KORU $SKHYNIX $SAMSUNG Korean composite index accelerates plunge

In the news: The Bank of Korea announced a 25-basis-point rate hike, raising the benchmark interest rate from 2.75% to 3.0%, the second consecutive meeting to hike rates, in line with market expectations.

$AKE ake向下插针
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