🧩 US markets turn out quite weak, while $Oracle(ORCL)$ stands out, with trading amount surpassing $NVIDIA(NVDA)$ and $Tesla Motors(TSLA)$ , very rare seen for recent years.
$Opendoor Technologies Inc(OPEN)$ surged to $10 in after-hours trading, and Eric Jackson's holdings, $IREN Ltd(IREN)$ and $Cipher Mining Inc.(CIFR)$ , saw significant increases.
🔍 $Datadog(DDOG)$ / $Skyworks Solutions(SWKS)$ / $Cognizant Technology Solutions Corp(CTSH)$ : The vibe coding trend is booming, and the related beneficiary companies have promising futures.
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Riding the wave
Top movers
$Bloom Energy Corp(BE)$ rose by 14.5%. Bloom Energy, as Oracle's energy supplier for data centers, benefits directly from the supply chain. NEW ALPHA covered this on August 22, highlighting the collaboration between the two companies.
$Credo Technology Group Holding Ltd(CRDO)$ jumped by 10%. The demand for AEC (Active Electrical Cable) and optical DSP products from Credo has surged, with NEW ALPHA covering this on July 25, indicating positive earnings expectations.
$IREN Ltd(IREN)$ and $Cipher Mining Inc.(CIFR)$ rose by 11%, while $Opendoor Technologies Inc(OPEN)$ increased by nearly 40% in after-hours trading. All three companies are held by Eric Jackson, who previously stated that OPEN’s target price is $82.
|Riding the AI wave
Currently, global AI funding is heating up. In the first half of 2025, the investment scale in the AI industry has already surpassed $83.9 billion, with an anticipated total of over $167.8 billion for the year, breaking records. Competitors like OpenAI and Anthropic are also aggressively raising funds, with OpenAI's valuation reaching $300 billion. Recently, they expressed their intention to increase CapEx significantly, focusing on applications in healthcare and programming.
On September 9, ASML, the Dutch lithography giant, invested €1.3 billion to lead a round in Mistral AI, dubbed "Europe's OpenAI," securing the largest shareholder position. Following the investment, Mistral AI's valuation skyrocketed to $14 billion, firmly establishing itself at the top of European AI company valuations.
Mistral AI is notable for its three founders in their 90s, who are developing open-source AI models, having released dozens of models across various fields, including voice, programming, and multimodal applications. Their 8B edge AI model is particularly powerful in the market. By 2024, the company expects revenue in the tens of millions of euros, with revenue tripling from early 2025 to now.
The competition in the AI field has become fierce, with vibe coding emerging as the latest battleground: it allows programming without line-by-line coding, using natural language instead. While vibe coding can quickly generate code frameworks and logic, it has limitations in handling complex business logic, optimizing performance, and ensuring code security, making it difficult to fully replace the deep thinking and experience of professional developers. Opportunities to address the shortcomings of vibe coding include:
🔍 $Datadog(DDOG)$ / $Skyworks Solutions(SWKS)$ / $Cognizant Technology Solutions Corp(CTSH)$ .
| Market recap
On Wednesday, major indices opened high but closed lower before rallying at the end of the day. $NASDAQ(.IXIC)$ barely gained 0.03%, erasing losses from Tuesday; $S&P 500(.SPX)$ rose 0.3%, outperforming the Nasdaq, driven by heavyweight stocks $Oracle(ORCL)$ and $Broadcom(AVGO)$ .
Big techs delivered miexd results: Mag 7 underperformed except $NVIDIA(NVDA)$ rose by 3.9%, while SaaS and semiconductor sectors had stellar performances, with $Oracle(ORCL)$ uniquely rising nearly 36% in volume, surpassing NVDA and TSLA. Larry Ellison briefly became the world's richest person, overtaking Musk. AVGO increased by 9.8%, with both gains closely linked to business cooperation with OpenAI.
Megacaps - This IS awe-dropping
$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$ : Surged by 71%
Keep in mind these figures: $455 billion, $920 billion, and 4.5GW. They all relate to Larry Ellison's Oracle. The AI infrastructure in data centers has become a key driving force behind the surge in US stocks. Oracle's cloud infrastructure business (OCI) has remaining performance obligations reaching $455 billion, a staggering increase of 359%. OpenAI, xAI, and Meta all require this service to train their AI models. Consequently, the company's stock skyrocketed by 36% in one day, with a market cap hitting $920 billion. OpenAI's "Stargate" project collaborates with Oracle to build approximately 4.5GW of data centers, utilizing over 2 million Nvidia GPUs.
In today's world, where significant investments in AI infrastructure are made and profitability remains unclear, Larry Ellison confidently bets on cloud computing and AI, demonstrating faith in the potential of the AI inference market. Oracle plans to significantly expand its data centers in the future, with OCI revenue expected to rise from $18 billion this fiscal year to $144 billion by 2030.
Rubin GPX
$NVIDIA(NVDA)$ launched the groundbreaking Rubin CPX. The name may sound strange, but it effectively signifies that the original Nvidia GPUs were designed to generate a single token, while the Rubin CPX distills existing tokens generated by previous GPUs. By separating computing and memory resources, AI inference is divided into context processing and generation phases, allowing parallel tasks to speed up extraction and enhance computing power and task scheduling flexibility.
How powerful is Rubin CPX? This dedicated processor will work in conjunction with NVIDIA's Vera CPU and next-generation Rubin GPU to form an entirely new NVIDIA Vera Rubin NVL144 CPX integrated platform, boasting a performance that is 7.5 times that of the current NVIDIA GB300 NVL72 system, equipped with 100TB of high-speed memory and a memory bandwidth of 1.7 PB per second, setting a new benchmark for AI inference.
The potential application scenarios are limitless: whether in AI programming or video generation, Rubin CPX's ability to reason over millions of tokens at once enables understanding of entire codebases for software development and extends existing limitations on video generation duration to hours.
|AI-driven growth
Entering the AI cloud era, companies need to monitor real-time information on servers, networks, and user endpoints to safeguard cloud products. With the rapid development of AI, vibe coding has emerged, and companies likely to benefit first include: 🔍 $Datadog(DDOG)$ / $Skyworks Solutions(SWKS)$ / $Cognizant Technology Solutions Corp(CTSH)$.
DDOG
Currently, OpenAI is $Datadog(DDOG)$ 's largest customer.
Founded in 2010, Datadog is a cloud-native monitoring and observability platform provider + cloud security system SaaS vendor, offering an integrated cloud monitoring platform for large software engineering, operations, and security solution teams to monitor infrastructure and cloud applications, collect and analyze metrics/logs/trace links, and provide real-time alerts and security analytics. Datadog's products are ready to use, with simple installation that can be completed in minutes.
Datadog's latest earnings report indicates total revenue of approximately $827 million for the second quarter, up 28% year-over-year, exceeding Wall Street expectations. For the full year 2025, the company raised its guidance by approximately $92 million, now expecting total revenue between $3.31 billion and $3.32 billion, while also raising profit expectations. Wall Street generally views Datadog as "one of the big winners of the global AI boom." Datadog's observability cloud products for LLM/generative AI applications are already in mass production, supporting tracking prompts, error attribution, cost, and quality monitoring.
SWKS
$Skyworks Solutions(SWKS)$ is a well-known semiconductor company in the US, founded in 1962. Skyworks Solutions' products are widely used in smartphones, IoT devices, automotive electronics, and industrial sectors. In recent years, with the proliferation of 5G technology and the rapid growth of the IoT market, Skyworks' business scale has been expanding continuously.
Notably, to address global semiconductor supply chain constraints, geopolitical risks, and market competition, the company is actively responding to challenges, expanding its customer base, and gradually reducing reliance on Apple. Skyworks has secured 5G content in high-end Android smartphones and is launching new automotive projects with global manufacturers such as BYD, Ford, Geely, and Nissan.
In its latest financial report, the semiconductor company reported stronger-than-expected third-quarter results and provided an optimistic outlook, attributed to robust demand in its mobile business and stable growth across broader markets. For the fourth quarter, Skyworks expects revenue between $1 billion and $1.03 billion, with an adjusted median earnings per share of approximately $1.40, indicating that growth momentum will continue.
CTSH
$Cognizant Technology Solutions Corp(CTSH)$ , established in 1998, is a global IT service provider. Cognizant Technology Solutions' business model can be simply described as IT outsourcing.
With the rapid development of AI, the industry outlook for IT outsourcing and consulting has become less optimistic. That said, the company is actively adapting, securing two contracts exceeding $500 million, and further stating that generative AI technology is a primary growth driver. Over the next three years, the company plans to adjust its revenue model and explore a charging mechanism for "virtual engineers" and the use of AI platforms.
On July 30, the company released its financial results for the second quarter of fiscal year 2025, showing continuous business growth with a year-over-year revenue increase of 8.1% and improved profitability. This IT service provider achieved broad growth across all business segments and regions, with the recently acquired Belcan making a significant contribution to overall performance. Following strong results in the first quarter, Cognizant has maintained its growth momentum and raised its full-year guidance, expressing confidence in its business outlook.
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