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$NOW $APP $CRM US AI application software stocks in part continue to rise

After Elastic’s earnings, shares surged more than 24%; Applovin rose nearly 4%; Salesforce and ServiceNow rose nearly 2%.

$GOOGL $AMZN $SOXL US large technology stocks collectively rise strongly aside from AI hardware

Apple shares up 2%, Google-A shares up 2.05%, Microsoft shares up 1.92%

Amazon shares up 3.6%, Meta shares up 2.37%.

Meanwhile, US AI hardware stocks are relatively weaker, with the Philadelphia Semiconductor Index currently down 1.4%.

$XAU Federal Reserve Chair Powell's remarks

During the spot gold session, the decline widened rapidly; it is currently down more than 1%, and has fallen below $4,550.

The yield on U.S. two-year Treasury notes rose to 4.294%, the highest level since August 3.

Market pricing shows that the probability of a rate hike by the Federal Reserve in September is now estimated at around 50%.$BTC

Changxin Tech’s actual performance far exceeded market expectations.

According to the 2026 interim report released on August 28, its core metrics comprehensively outperformed both the company’s earlier guidance and market forecasts:

Actual performance vs. prior expectations
First-half revenue: RMB 150.31 billion (previously expected RMB 110–120 billion)
First-half net profit attributable to shareholders: RMB 77.605 billion (previously expected RMB 50–57 billion)
Q2 single-quarter net profit: RMB 52.843 billion (up 113% QoQ)

The company’s earlier forecast for first-half performance has been greatly surpassed. Institutions such as Mizuho Securities had also clearly expected that its Q2 results would be “significantly above expectations.” The key driving force is a simultaneous rise in DRAM volume and pricing $CXMT

Changxin Technology’s performance explodes! Net profit expected to increase more than 22x in half a year, earning nearly 400 million yuan per day

On May 17, China’s homegrown DRAM leader Changxin Technology updated its Sci-Tech Innovation Board IPO prospectus, delivering an astonishing set of results:

In Q1, revenue was 50.8 billion yuan, up 719.13% year-on-year

In Q1, net profit was 33.012 billion yuan, up 1268.45% year-on-year

Net profit attributable to shareholders was 24.762 billion yuan, up 1688.30% year-on-year

Earnings guidance for the first half: revenue of 110 billion to 120 billion yuan, up 612% to 677%; net profit attributable to shareholders of 50 billion to 57 billion yuan, up 2244% to 2544%

From a loss of 16.3 billion yuan in 2023, to a loss of 7.1 billion yuan in 2024, to turning profitable in 2025 with a gain of 1.875 billion yuan, and now earning more than 33 billion yuan in a single quarter—this chip company that burned over 30 billion yuan over three years is now staging what could be the most insane performance turnaround in semiconductor history.

The surge in AI compute demand, combined with a sharp rise in DRAM prices, helped Changxin Technology catch the timing of the cyclical upturn. Its global market share has risen to 7.67%, ranking fourth worldwide. The company plans to raise 29.5 billion yuan to accelerate its drive to catch up with international giants.$CXMT

Meituan’s Q2 performance explodes! Revenue tops 100 billion, profit far exceeds expectations

On August 28, Meituan released its 2026 Q2 results:

Revenue was RMB 104.6 billion, up 14.4% year over year, about RMB 3.5 billion above market expectations

Adjusted net profit was RMB 2.52 billion, up 69% year over year; market expectation was only RMB 340 million

Profit for the period was RMB 2.155 billion, surging 490% year over year

All businesses recovered across the board: core local commerce revenue reached RMB 71.5 billion, with operating profit turning from negative to positive quarter over quarter; new business revenue was RMB 33.1 billion, with losses narrowing to RMB 1.7 billion. Meituan continued to increase AI investment, with R&D spending of RMB 7.7 billion, up 22.5%.

After several quarters of intense competition, the company returned to profitability and the turning point in operations has been confirmed. Wang Xing said that Meituan will firmly advance the integration of AI into real business scenarios
#美国企业利润创历史新高 $MEITUAN

$MEITUAN Meituan Q2 revenue of RMB 104.643 billion, up 14.4% year over year; adjusted net profit of RMB 2.524 billion, far exceeding expectations, up 69%

For the second quarter of 2026, the financial report shows:

Revenue was RMB 104.643 billion (same currency below), up 14.4% year over year, versus market expectations of RMB 101.079 billion;
adjusted net profit was RMB 2.524 billion, up 69% year over year, versus market expectations of RMB 0.340 billion;
operating profit was RMB 2.691 billion, versus a market-expected loss of RMB 0.8459 billion;
core local commerce revenue was RMB 71.530 billion, versus market expectations of RMB 68.584 billion;
new business revenue was RMB 33.112 billion, versus market expectations of RMB 32.525 billion;
R&D expenses were RMB 7.67 billion, versus market expectations of RMB 7.24 billion.

$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%