To The Moon

Alibaba reports fiscal Q1 2027 earnings before the U.S. market opens on August 20. Wall Street is expecting revenue of around RMB 268.5 billion, up 13.6% year over year, while adjusted EPS is expected to fall about 10.7% to RMB 11.18. Adjusted net income is seen dropping roughly 16% to RMB 25.2 billion, according to Bloomberg. $Alibaba(BABA)$ $BABA-W(09988)$ Is all that AI spending finally starting to pay off? Alibaba has been pouring money into AI infrastructure, cloud capacity and instant commerce. Last quarter, Alibaba Cloud revenue jumped 38% to RMB 41.6 billion, while AI-related products accounted for roughly 30% of external cloud revenue. Bloomberg expects Alibaba's cloud revenue to grow roughly 42

Applied Materials beat expectations and issued a strong AI-driven outlook, but still fell after hours. Tapestry sank nearly 17% as investors focused on weak growth at Kate Spade and a cautious sales forecast. $Applied Materials(AMAT)$ -5% after hours Applied Materials reported quarterly revenue of $9.12 billion, above Wall Street’s $8.99 billion estimate. The chip-equipment maker also guided for next-quarter revenue of about $10.25 billion, well ahead of the $9.54 billion consensus, while adjusted EPS guidance of $4.02 topped expectations of $3.69. AI spending remains the main driver. Applied now expects advanced-packaging revenue to grow more than 70% in 2026, up from its previous forecast of more than 50%, as chipmakers keep investing in DRAM, l

The latest earnings batch delivered another reminder that good AI numbers are no longer enough on their own. Cisco and Coherent both topped Wall Street expectations on August 12, yet their shares fell after hours, while Cerebras dropped sharply after revenue came in light. $Cisco(CSCO)$ -4% after hours Cisco posted fiscal Q4 revenue of $17.25 billion, above the $16.82 billion expected by analysts, while adjusted EPS of $1.22 also beat the $1.17 consensus. AI infrastructure orders reached $4 billion in the quarter and $9.3 billion for the full fiscal year. The outlook was strong as well. Cisco expects fiscal 2027 revenue of $72.2 billion to $73.4 billion, comfortably above Wall Street’s roughly $68.7 billion estimate, and sees AI infrastructure rev

AI infrastructure was back in focus overnight, with CoreWeave and Super Micro Computer both rallying after earnings, while On Holding went the other way after a sales miss. $CoreWeave, Inc.(CRWV)$ +15.72% after hours CoreWeave shares jumped more than 15.72% after the AI cloud company beat expectations and raised its outlook. Q2 revenue reached $2.58 billion, more than doubling year over year and slightly above the $2.56 billion expected by Wall Street. Its adjusted loss of $1.14 per share was also narrower than expected. Revenue backlog climbed to $104billion, up from $99.4 billion in Q1, while CoreWeave secured more than $25 billion in new customer commitments so far this quarter. The company raised its 2026 revenue and adjusted operating profit

SanDisk will report its fiscal fourth-quarter and full-year 2026 results after the US market closes on Aug. 5. According to Bloomberg, analysts expect quarterly revenue of $8.64 billion, up about 354% year over year, and adjusted earnings of $34.37 per share. $SanDisk Corp.(SNDK)$ SanDisk shares have been highly volatile ahead of earnings. The stock fell roughly 47% in July after previously trading above $2,350, as investors took profits and grew more cautious about AI spending, the memory cycle and competition from Chinese chipmakers. Recently, the stock has rebounded about 17% to around $1,427 as major technology companies continued to increase AI capital spending, reviving optimism around memory and storage demand. What to Watch AI storage dema

SpaceX will report its first quarterly results as a public company after the market closes on Tuesday, August 4. Wall Street expects second-quarter revenue of about $6.9 billion and EBITDA of roughly $2.1 billion. $SpaceX(SPCX)$ SpaceX shares have fallen for five consecutive weeks. The stock is trading near $110, about 19% below its $135 IPO price and more than 50% below its intraday high of $225.64. More than $500 billion in market value has been wiped out since the stock peaked. Short sellers, meanwhile, have made an estimated $8.3 billion in paper profits since the IPO. Another major test will come after earnings. Around 912 million shares, worth nearly $100 billion, are expected to become eligible for sale on August 6 as lockup restrictions ex

AMD is set to report its fiscal second-quarter earnings after the market closes on Tuesday, August 4. Wall Street expects revenue of approximately $11.3 billion, representing growth of 47% year over year and 10% quarter over quarter. The company has guided for a non-GAAP gross margin of around 56%. $Advanced Micro Devices(AMD)$ AMD shares have rallied sharply this year, driven by strong server CPU demand and growing expectations for its next-generation AI infrastructure platform. The company has secured major commitments from Microsoft, Meta, OpenAI and Anthropic, but investors are still waiting to see when those agreements will begin contributing to revenue. What to Watch Q3 guidance could be the real earnings event. AMD’s Helios r

It’s a big week for U.S. tech earnings, with Microsoft, Meta Platforms, Apple, and Amazon all set to report their latest quarterly results. Are billions of dollars in AI spending finally turning into real business growth? After Alphabet’s earnings sparked concerns over rising AI costs and heavy capital spending, markets are watching closely to see whether Big Tech can prove that AI investments are paying off. Cloud growth, AI monetization, advertising strength, and profit margins will be the key battlegrounds. Which company will deliver the biggest surprise after earnings? $Apple(AAPL)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$

Intel is set to report second-quarter earnings after the market close on Thursday, July 23. Analysts expect the company to report revenue of around $14.4 billion and adjusted earnings of approximately $0.20-$0.22 per share. $Intel(INTC)$ Intel shares have surged more than 160% year to date, driven by stronger server CPU demand, rising AI data center investment and growing expectations for its 18A foundry process. However, the stock has also pulled back more than 30% from its June high, showing that investors remain divided over whether the turnaround can live up to expectations. What to Watch Data center growth will be the biggest focus. Intel’s Data Center and AI segment generated $5.1 billion in first-quarter revenue, up 22% year

Tesla is set to report second-quarter earnings after the market close on Wednesday, July 22. Analysts expect Tesla to report second-quarter revenue of around $26 billion and earnings of approximately $0.50-$0.54 per share. Automotive gross margin excluding regulatory credits is expected to remain above 18%. $Tesla Motors(TSLA)$ $Direxion Daily TSLA Bull 2X Shares(TSLL)$ The company has already reported Q2 deliveries of 480,126 vehicles, up around 25% year over year, showing signs of recovery after several challenging quarters. However, investors are looking beyond delivery numbers. The key questions now are whether Tesla can stabilize margins, improve cash flow, and prove t