HK, US stocks top stories
Tencent Holdings (Trans): Capex up 190%, AI drag RMB 10.5bnCoreWeave: Inflection point is here — are 'rank-and-file workers' finally making money?Tencent: AI spend in overdrive? Rejuvenation needs a final pushOn Aug. 26, Nvidia CEO Jensen Huang Will Provide an Update on Nvidia's $1 Trillion GPU Opportunity. But There's a Smaller Part of the Business Investors Shouldn't OverlookUS Jul CPI due at 20:30 tonight; BYD Qin Max Flash-Charge goes on sale tomorrow | Daily News RecapNvidia's $500 Billion Financing Plan Is 20 Times What the Telecom Bubble Ran OnCoreWeave (Trans): Margins inflect; interest expense rising in tandemSE: Rally — Is E-com Finally Turning?A Recent Email Within Microsoft Seems to Confirm What Many Suspected: Tech Companies Are Overspending on AISE (Trans): Shopee targeting $1bn FY EBITDATencent Music (Minutes): Its Core Strategy for the Current Competitive Landscape Is to Hold the Line on Its SVIP Base.HOOD: Is the 'Robin Hood' of US retail investors really Trump's lost cause?TME: Generous buybacks — can they reignite the 'small-and-beautiful' narrative?RKLB: Neutron may be delayed; can it challenge SpaceX?This AI Cloud Stock Is Obliterating Amazon, Microsoft, and Alphabet With a 1-Year Return of 275%. Is It Still a Buy?NVDA teams up with six tech giants to mobilize RMB 500bn for AI infra; PDD rolls out 'arrives as soon as tomorrow' entry | Daily News RecapIntel's Foundry Grew 31% Last Quarter and Lost $2.1 Billion Doing It.Intel Makes $15 Billion Move to Fund AI AmbitionsRKLB (Trans): >$1bn in new bookings, Neutron window narrowsWarren Buffett Personally Initiated Berkshire's $30 Billion Alphabet Stake, a Sign He's Still Making Calls Despite Stepping Back as ChairmanAmazon Stock Hits a New All-Time High: Is It Still a Buy?Warren Buffett's Successor, Greg Abel, Just Bought $4.5 Billion of the Oracle of Omaha's Favorite Stock (No, Not Alphabet!)