This week, the AI sector is entering a critical earnings season! Prominent AI application stocks such as Palantir (PLTR), Applovin (APP), Hi
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This week, the AI sector is entering a critical earnings season! Prominent AI application stocks such as Palantir (PLTR), Applovin (APP), Hims & Hers Health (HIMS), Tencent Music Entertainment Group (TEM), Shopify (SHOP), Duolingo (DUOL), along with chipmakers like Advanced Micro Devices (AMD), Arm Holdings (ARM), and Qualcomm, have successively released their latest financial results. The market's focus remains on AI-related revenue generation and growth prospects. Notably, Palantir reported a 63% surge in Q3 revenue but faced significant short-selling pressure, resulting in a post-earnings drop of over 7%. AMD achieved a 36% year-over-year revenue increase; Applovin posted substantial growth in both revenue and net profit, driving a more than 6% rise in after-hours trading. ARM’s revenue grew by 34% year-over-year, while Qualcomm reported a 10% year-over-year revenue increase... Will these companies' performance reinforce market confidence in the growth outlook for AI? What strategies would you adopt around earnings reports?