NVIDIA's revenue doubles, beating expectations; is the AI trade narrative making a comeback?

米股研究

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TuiTui X Daily: NVIDIA's record-breaking single-day performance lifts the broader market; software and cybersecurity stocks rally in unison. One stock props up an entire index, raising hidden concerns about market breadth.

August 28, 2026 · Covering 399 KOLs and 2,095 tweets

NVIDIA reported $96.2 billion in revenue along with a rare FY28 revenue guidance implying ~70% growth, adding nearly $500 billion to its market cap in a single day. This set a new record for the largest single-day market cap increase in U.S. stock history and quelled fears that "AI capital expenditure has peaked." On the same night, three major software stocks—Salesforce, CrowdStrike, and Okta—all delivered earnings that comprehensively exceeded expectations, leading to a rare buying frenzy in the security and cloud software sectors. However, significant undercurrents lurk beneath the rally: despite public endorsement from Trump, Micron’s stock fell instead of rising; Marvell and IREN also reported strong earnings but both closed lower. The S&P 500’s gains were almost entirely driven by NVIDIA alone, indicating unhealthy market breadth.

I. Trending Stocks on X

II. Market Main Themes | NVIDIA's record-breaking single-day performance lifts the broader market; software and cybersecurity stocks rally on the same night; the bar for AI earnings is raised significantly.

1. NVIDIA's FY28 revenue guidance shocks Wall Street, with market cap surging by $500 billion in a single day: NVIDIA reported Q2 revenue of $96.2 billion (up 106% YoY, up 18% QoQ), significantly beating the market expectation of $91.9 billion; adjusted EPS came in at $2.22, exceeding the expected $2.10; data center revenue reached $89.0 billion, also surpassing expectations (@amitisinvesting). Management provided its first-ever annual revenue guidance for FY28, projecting growth of approximately 70%. The Q3 revenue guidance of $108 billion ±2% far exceeds the market consensus of around $104 billion (@simon_ree). The stock price surged, adding approximately $500 billion to its market capitalization in a single day, setting a record for the largest one-day market cap increase in US stock history—"The entire market cap of Intel is only $480 billion," equivalent to adding the market value of six Nebius (NBIS) companies in one day (@Geiger_Capital；@InvestingVisual); Trump rarely congratulated publicly on Truth Social, calling it "a great success for America" (@unusual_whales); Wall Street collectively raised target prices, with JPMorgan moving from $280 to $320, Goldman Sachs from $285 to $300, and Raymond James going as high as $515 (implying a $12.4 trillion market cap) (@amitisinvesting；@JonahLupton）。

2. NVIDIA's expansion from computing power to application gateways continues, while questions about circular financing remain unresolved: According to The Information, citing insiders, NVIDIA has agreed to acquire the open-source AI community Hugging Face for approximately $12.9 billion (not yet officially announced by either party). Hugging Face is regarded as the "default gateway" for open-source AI, hosting millions of models, datasets, and developer applications. NVIDIA participated in a funding round for Hugging Face at a $4.5 billion valuation in 2023 and attempted to invest an additional $500 million last year but was rejected. The current total acquisition price is nearly double the previous valuation (@JohnsonZ91127). The CFO addressed concerns about "circular financing" positively during the conference call, stating that the company has invested nearly $50 billion in frontier AI labs and expects related demand to contribute approximately 25% of its business next year (@amitisinvesting); however, market skepticism persists—some analysts point to the cycle where "NVIDIA holds equity in CoreWeave, sells chips to it, and endorses its $6.3 billion valuation, enabling CoreWeave to secure bank financing to purchase more GPUs" (@SamanthaLaDuc). The Wall Street Journal later revealed that NVIDIA paused part of its revenue-sharing financing plan for small and medium-sized AI cloud providers last week, involving approximately $36 billion in commitments, reportedly due to concerns over triggering antitrust scrutiny (@wallstengine；@StockSavvyShay）。

3. Three leading software security stocks reported strong results overnight, boosting confidence in the cloud security sector: Salesforce reported adjusted EPS of $5.90 for the quarter, beating expectations by over $2, disclosed an unrealized gain of $2.6 billion on its stake in Anthropic, and partnered with Anthropic to launch "ClaudeForce," an enterprise-grade AI integration solution. Its stock surged more than 22% at one point during the day, adding approximately $33.3 billion to its market cap (@SeekingAlpha；@joinautopilot). CrowdStrike reported revenue of $1.47 billion and adjusted EPS of $0.31, both exceeding expectations, while net new annualized recurring revenue hit a record $333 million (+51% YoY). The CEO called it the company's best quarter ever, with shares surging nearly 19% intraday to reach an all-time high (@amitisinvesting；@JesseCohenInv). Okta also broadly beat expectations and raised its full-year revenue growth guidance to 10%-11%, with shares jumping more than 26% intraday to hit a new 52-week high (@JesseCohenInv；@FactSet）。

4. Memory and cloud infrastructure stocks: "Strong earnings, falling share prices." The bar for AI financial reports has been set extremely high.: Marvell reported revenue of $2.74 billion and adjusted EPS of $0.94, both beating expectations, and raised its FY28 revenue guidance to approximately $18 billion. However, its stock price still plunged nearly 7% after the earnings release (@StockSavvyShay；@InvestmentGuru_). IREN's AI cloud services revenue doubled quarter-over-quarter this season to $70.5 million, surpassing Bitcoin mining revenue for the first time in its history. It also signed new contracts that will boost its 2026 contracted ARR to $4 billion. Similarly, its stock price plunged nearly 7% after the earnings report, with the company itself bluntly stating, "It makes no sense for the stock to fall with such strong numbers" (@growthrapidly、；@TrendSpider). Micron received public praise from Trump for its $10 billion domestic R&D investment, who called it "one of the hottest companies globally." Yet, its stock price fell instead of rising on the day, wiping out nearly $28 billion in market cap, breaking the previous pattern where "Micron would surge 20% whenever Trump touted it" (@StockMKTNewz；@joinautopilot；@Balder13946731）。

III. Macro Topics | Countdown to Jackson Hole: Mixed signals on inflation, hidden concerns over market breadth

1. Waller's debut at Jackson Hole on Friday becomes the focal point; tension escalates between Treasury and Fed policies: Federal Reserve Governor Waller will deliver his inaugural keynote speech at the Jackson Hole Global Central Bankers Symposium. The market is closely watching how he responds to inflation and economic data (@FirstSquawk); analysts warn that if his remarks are ambiguous or dovish, the 30-year Treasury yield could climb further above 5.5% (@FirstSquawk). This speech adds another layer of tension—Treasury Secretary Bessent is aggressively pushing operations to suppress long-end yields, clashing with the Fed's own tightening stance. A former Fed advisor bluntly stated that this move, "timed right before Jackson Hole, looks like a slap in the face to Waller no matter how you look at it" (@NickTimiraos); the 30-year yield has already touched 5.33%, hitting a new high since 2007. The Treasury Department will double the scale of long-end Treasury buybacks starting September 9 (@RyanDetrick）。

2. Inflation data presents a mixed picture, with broadening diffusion coexisting with tariff-related disruptions: July's core PCE held steady at 3.3% year-over-year, while Supercore CPI cooled in tandem, moving the overall metric closer to the Fed's 2% target (@LizAnnSonders); however, 55% of the 178 components in core PCE showed positive year-over-year growth, up from 47% a year ago, indicating that inflation breadth is actually expanding (@RyanDetrick), with durable goods inflation continuing to rise; "tariffs and AI hardware demand remain the primary culprits" (@RyanDetrick）。

3. Employment data remains resilient, but the trade deficit widened to its largest level since March last year: Initial jobless claims fell to 203,000 (vs. 208,000 expected), and the Kansas City Fed Manufacturing Index rose to +10, both beating expectations (@LizAnnSonders); however, the July goods trade deficit widened to $118.8 billion, a sharp 18% month-over-month increase, marking the largest gap since the tariff front-running in March 2025 (@LizAnnSonders；@PeterSchiff), driven mainly by imports of capital goods, while the chips and computers required for AI data center construction are not on the list of items subject to additional tariffs (@Brad_Setser); corporate profits in Q2 surged 22.8% year-over-year during the same period, marking the highest level since Q4 2021, post-pandemic (@LizAnnSonders）。

4. Concerns over market breadth are emerging; "one stock propping up an index" is unhealthy: In early trading, only about 161 components of the S&P 500 rose, with nearly all gains attributed to NVIDIA alone (@markminervini); further analysis shows that although the Nasdaq rose more than 310 points for the day, participation was extremely low. Only 155 stocks in the S&P 500 advanced, while over two-thirds declined. Among the 11 major sectors, only Technology closed higher. Of the 30 components of the Dow Jones Industrial Average, only five rose (@JasonZX). Bespoke also pointed out that the S&P 500 rose 80 basis points intraday, but 10 of the 11 sectors closed lower, with only the Technology sector gaining 3%. "This is an either/or market; bulls cannot have it both ways" (@bespokeinvest), warning that "what benefits NVIDIA may not necessarily benefit other stocks in the semiconductor sector" (@bespokeinvest）。

4. Individual Stock Forums

1. $NVIDIA (NVDA.US)$| $96.2 billion in revenue + 70% guidance drives largest single-day market cap increase in history

NVIDIA's quarterly revenue, earnings, and data center income all exceeded expectations across the board. The company provided its first annual revenue guidance for FY28 of approximately 70%, leading to a skyrocketing share price and a record surge in market capitalization. Bulls cheered for supply-driven AI demand and the ramp-up of Vera Rubin, while bears fixated on suspicions of "circular financing," Q3 gross margin guidance missing expectations, and the S&P 500's rise being "entirely dependent on one stock." Despite the tug-of-war between the two sides, the day's celebratory tone was undeniable.

***Bullish

• @amitisinvesting: Revenue of $96.2 billion (expected $91.9 billion, +106% YoY), adjusted EPS of $2.22 (expected $2.10), data center revenue of $89.0 billion (expected $85.8 billion), and Q3 revenue guidance of $108.0 billion ±2% (expected $104.2 billion).

• @simon_ree: This is an earnings report that many have stopped believing NVIDIA could deliver—both revenue and earnings beat expectations, and for the first time, it provided single-quarter guidance in the hundreds of billions. The Q3 guidance of $108 billion ±2% is significantly higher than the market consensus of approximately $104 billion.

• @Geiger_Capital: NVIDIA's market capitalization increased by approximately $500 billion in a single day; 'the entire market cap of Intel is only $480 billion.'

• @InvestingVisual: The single-day increase in market cap is equivalent to six $NEBIUS (NBIS.US)$ companies' size, marking its largest single-day gain since listing.

• @unusual_whales: Trump publicly congratulated on Truth Social, calling it 'a great success for America.'

***Bearish

• @markminervini: Tech stocks other than NVIDIA underperformed significantly. In early trading, only 161 constituents of the S&P 500 rose, with nearly all gains attributed to NVIDIA alone, serving as a reminder to remain cautious amid seasonal headwinds in September.

• @SamanthaLaDuc: NVIDIA holds equity in $CoreWeave (CRWV.US)$, sells chips to it, and endorses its $6.3 billion valuation. CoreWeave uses this to secure bank financing to buy more GPUs. 'This is leverage.' Concerns about circular financing have not subsided despite the earnings report.

• @GlobalMktObserv: Q3 gross margin guidance of 73.5%-74.5% missed the market expectation of 75.1%, and over the past 12 months, NVIDIA's stock price has risen only about 16%, ranking 'last' among the AI-related indices it tracks.

***Neutral

• @wallstengine、@StockSavvyShayAccording to the WSJ, NVIDIA paused part of its revenue-sharing financing plan for small and medium-sized AI cloud providers last week, involving approximately $36 billion in commitments. This move was reportedly driven by concerns over triggering antitrust reviews, though the company's overall compute access model remains unchanged.

• @JohnsonZ91127According to The Information, NVIDIA has agreed to acquire the open-source AI community Hugging Face for approximately $12.9 billion (neither party has made an official announcement yet). This is seen as an expansion of its AI footprint from computing power to developer application entry points.

• @amitisinvestingDuring the conference call, the CFO addressed questions regarding circular financing, stating that the company has invested nearly $50 billion in frontier AI labs and expects related demand to contribute approximately 25% of the company's business next year.

2. $Marvell Technology (MRVL.US)$FY28 guidance raised to $18 billion; earnings beat expectations, yet the stock price fell nearly 7%.

Marvell's revenue and earnings both exceeded expectations, and it raised its FY27/FY28 guidance twice on the same night. Management described AI-related orders as "exceptionally strong," but the stock still plunged nearly 7% in after-hours trading at one point. Bulls focus on accelerated growth in data centers and increasing volume of custom chip orders, while bears argue that the expectation bar has been raised so high that even a beat is not enough.

***Bullish

• @StockSavvyShayFY28 revenue guidance raised to approximately $18 billion, with data center business growth maintaining above 60%. Management stated that custom chip revenue is "expected to more than double" in FY28.

• @TrendSpiderThe CEO stated on the conference call, "Given the current momentum, we are raising our revenue outlook for FY27 and FY28 once again."

• @ParadisLabsMarvell's pipeline for AI custom chips has continued to expand in recent months, with contract terms also improving.

***Bearish

• @InvestmentGuru_Revenue of $2.74 billion (+37% YoY) and adjusted EPS of $0.94 both beat expectations, but the stock still fell about 7% in after-hours trading. "It was a beat-and-raise quarter, but the market's expectation threshold is simply too high."

• @cfromhertz"Stock prices falling despite strong quarterly results and guidance usually implies that the positive news was already priced in."

• @PhotonCapRevenue, guidance, and AI demand were all strong; however, the gross margin trend was "slightly disappointing," especially given the "extremely high" market expectations.

***Neutral

• @preetkailonThe data center business (accounting for 79% of revenue) remains the core engine with a 46% year-over-year growth, while other communication/miscellaneous businesses grew by only 10%.

3. $IREN Ltd (IREN.US)$| AI cloud revenue surpassed Bitcoin mining revenue for the first time, yet the stock still fell nearly 7% despite the impressive earnings report.

IREN's AI cloud service revenue doubled quarter-over-quarter this season and exceeded Bitcoin mining revenue for the first time in its history. It also signed new contracts that raised the contracted Annual Recurring Revenue (ARR) for 2026 to $4 billion. Bulls view this as a model case of transitioning from "mining rigs to AI cloud." However, the stock plunged after the earnings release, and massive non-cash impairments dragged down net profit, leaving bears skeptical about board governance and book losses.

***Bullish

• @growthrapidlyRevenue of $137.2 million beat the expected ~$135 million. AI cloud revenue reached $70.5 million, more than doubling from $33.6 million in the previous quarter, delivering a "breakthrough AI cloud quarter."

• @StockSavvyShaySigned a new multi-year contract with a leading AI laboratory, raising the contracted ARR for 2026 capacity to $4 billion. Additionally, $2.8 billion in GPU financing has covered approximately 90% of the related capital expenditures.

• @TrendSpiderFor the first time in the company's history, AI cloud service revenue exceeded Bitcoin mining revenue, marking a formal shift in business focus toward data center construction.

***Bearish

• @growthrapidlyAI cloud revenue doubled quarter-over-quarter and surpassed Bitcoin mining revenue, yet the stock fell nearly 7% in after-hours trading following the earnings report. "This doesn't make sense."

• @Kaizen_InvestorLong-term concerns persist regarding IREN's board governance: "Not a single member has experience in the cloud computing industry, and only one has C-level experience," which is a continuous reason for wanting to sell.

***Neutral

• @CoffeeStocksGuy: The GAAP net loss of $684 million was primarily driven by a $450 million non-cash impairment from the retirement of mining rig assets, while adjusted EBITDA declined due to the front-loading of personnel and platform expenses.

• @WOLF_Financial: The company expects FY27 capital expenditures to be approximately $25 billion to $30 billion, to be funded through multiple channels including GPU financing, customer prepayments, data center financing, and equity/debt offerings.

4. $Micron Technology (MU.US)$| Trump hypes it as the "hottest globally," yet the stock price falls instead of rising

Micron faced a dual narrative on the day: On one hand, NVIDIA described memory pricing as "extreme" during its earnings call, and Trump publicly praised its $10 billion investment in domestic manufacturing; on the other hand, the stock price fell rather than rose, wiping out nearly $28 billion in market cap. This diverged significantly from the usual script where "Trump's endorsement triggers a 20% surge." Bulls are focused on the long-term structural bull market for memory, while bears are more concerned with short-term trends and tariff disruptions.

***Bullish

• @Beth_Kindig: Micron CEO Sanjay Mehrotra stated, "There is no AI without memory today. AI systems require more memory that is higher-performing and lower-power."

• @InvestingVisual: NVIDIA's committed external memory purchases jumped quarter-over-quarter from $11.9 billion to $27.9 billion, which is bullish for Micron and SK Hynix.

• @StockMKTNewz: Trump stated on Truth Social that Micron is "one of the hottest companies globally," noting that its $10 billion investment in new R&D labs, combined with previous commitments totaling $250 billion, is creating "tens of thousands of American jobs."

***Bearish

• @joinautopilot: Despite Trump's comments, Micron lost approximately $28 billion in market value on the day.

• @AmeetRai: Micron's stock price fell below its 50-day moving average. The view is that it needs to form a base alongside SanDisk first; avoid clinging to previous market leaders and let them consolidate quietly for a while.

• @ProblemSniper: Questioning Micron,$Advanced Micro Devices (AMD.US)$ 、 $SanDisk (SNDK.US)$The day's decline was blamed on tariffs. "This narrative seems to be manipulating sentiment around just a few stocks, which is quite strange."

***Neutral

• @Balder13946731: Recall how a single tweet from Trump previously sent Micron soaring 20% in a single day. "Times have changed"; this time, the stock fell after his comments.

5. $CrowdStrike (CRWD.US)$| "Best quarter ever," with net new ARR hitting a record high

CrowdStrike's revenue and earnings both exceeded expectations, with net new Annualized Recurring Revenue (ARR) setting a single-quarter record. The CEO called it a "Mythos moment" for AI security. The stock surged nearly 19% intraday to hit an all-time high, with barely any bearish voices in the market. The only question remains whether the AI-driven cybersecurity "arms race" can sustain itself.

***Bullish

• @amitisinvesting: Revenue of $1.47 billion (vs. expected $1.44 billion, +26% YoY), adjusted EPS of $0.31 (vs. expected $0.29, +35% YoY); net new ARR hit a record $333 million (+51% YoY), bringing total ARR to $5.84 billion; FY27 guidance raised to revenue of $5.99–$6.01 billion.

• @JesseCohenInv: Surged nearly 9% pre-market to hit an all-time high as "the AI wave remains hot," extending gains to +19% during regular trading hours.

• @SergeyCYW: Revenue growth accelerated to +25.8%, beating guidance by 2 percentage points—the strongest beat in nearly three years—while full-year guidance was simultaneously raised by 0.9%.

• @TheTranscript_: CEO George Kurtz stated, "We are in an arms race: AI is driving more cyberattacks, and also driving higher cybersecurity spending."

***Bearish

• None at the moment.

***Neutral

• @BenzingaThe CEO stated that "every customer" is concerned about new security threats posed by AI agents, with compliance and data protection concerns slowing down the pace of enterprise AI adoption.

6. $Okta (OKTA.US)$Surged 26% intraday to hit a 52-week high; hedge funds increased positions ahead of earnings.

Okta also reported earnings that comprehensively beat expectations and raised its full-year guidance. Coupled with prior accumulation by hedge funds, the stock surged over 26% intraday to set a new 52-week high. Together with CrowdStrike, it has reignited interest in the cybersecurity sector, with no significant bearish sentiment observed during the session.

***Bullish

• @FactSetQ2 results comprehensively beat expectations, and full-year guidance was raised. cRPO increased 14.1% year-over-year (accelerating by 200 basis points quarter-over-quarter). Large enterprise consolidation and new product bundling drove a 22% year-over-year growth in customers with an Annual Contract Value (ACV) exceeding $1 million.

• @SeekingAlphaReported record Q2 bookings and raised the full-year revenue growth guidance to 10%-11%; prepaid the remaining $350 million in convertible notes in cash to achieve a "zero convertible debt" status; new products, driven by the Permiso acquisition, accounted for 30% of bookings.

• @HedgeMindHedge funds increased their positions by 12% in Q2. Post-earnings, the stock rose more than 20% in after-hours trading to $162, hitting a 52-week high.

• @JesseCohenInvBoth Okta and CrowdStrike beat estimates and raised guidance, leading the market to treat the cybersecurity sector as a core holding once again.

***Bearish

• None at the moment.

***Neutral

• @StockMKTNewzOkta hit a 52-week high during intraday trading, rising in tandem with other software stocks such as Zeta Global, Dynatrace, and Atlassian.

7. $Salesforce (CRM.US)$ | Partnering with Anthropic to launch ClaudeForce, Q2 results vastly exceeded expectations, sending the stock soaring over 22%

Salesforce reported quarterly earnings that significantly beat expectations and disclosed unrealized gains from its stake in Anthropic. The joint launch of the enterprise AI integration solution, ClaudeForce, with Anthropic was interpreted as a smart strategic move by the traditional SaaS giant to position itself as an AI "distribution channel." The stock surged more than 22% in a single day, with virtually no bearish sentiment.

***Bullish

• @SeekingAlphaAdjusted EPS came in at $5.90, beating estimates by over $2; cRPO growth accelerated to 14%, outperforming revenue growth; FY27 guidance was raised to an EPS range of $16.67–$16.71.

• @joinautopilotThe earnings report disclosed $2.6 billion in unrealized gains from its holding in Anthropic. Coupled with strong operational performance, the stock's rally added approximately $33.3 billion to the company's market capitalization in a single day.

• @StockMKTNewzSalesforce shares rose more than 22% at one point during the day.

• @TJ_ResearchSalesforce's partnership with Anthropic to launch "ClaudeForce" signals a shift away from relying on UI entry points, instead positioning AI agents as the future gateway for enterprise applications. The strategy focuses on monetizing seats and traffic, aiming not to disrupt software vendors but to collaborate with them, leveraging their distribution channels to become the "brain" of the software—a savvy strategic move.

***Bearish

• None at the moment.

***Neutral

• @SchwabNetworkAnalysts stated that "software companies with high intellectual property content will benefit from agent-based workflows rather than being disrupted," suggesting this is just the first of many strong earnings seasons to come.

8. $SpaceX (SPCX.US)$| Musk projects revenue to reach $3.5 trillion by 2033; Starship aims for full orbit launch in September

SpaceX did not release earnings today, but Musk personally announced long-term revenue targets far exceeding Wall Street expectations. Coupled with the finalization of Starlink military contracts and the approaching next Starship test flight, bullish sentiment is soaring. Bearish voices are thin, mainly reflecting concerns that valuations have already priced in excessive future speculation.

***Bullish

• @StockSavvyShay、@TrendSpiderMusk stated that SpaceX's annual revenue is expected to reach approximately $3.5 trillion "around 2033," significantly ahead of Morgan Stanley's previous forecast of "$3.5 trillion by 2040."

• @SpaceInvestor_DThe U.S. Space Force awarded SpaceX an exclusive order to provide global Starshield connectivity services for military aircraft equipped with Tile terminals, with download speeds exceeding 500 Mbps. The contract is for one year, renewable until July 2027.

• @preetkailonThe 14th Starship test flight is scheduled for September, marking the first attempt at a full orbital flight and the deployment of Starlink V3 satellites with significantly enhanced capacity.

• @charliebilelloSpaceX's Q2 revenue grew 92% year-over-year, second only to NVIDIA among its comparable peers.

***Bearish

• @ZaStocks"If you think SpaceX at $105 is already expensive, you'll find it even harder to stomach when it hits $200," expressing caution regarding valuation.

***Neutral

• @preetkailonBuy orders continue to defend the $130–$135 range as the structure tightens; whether it can break through $150 will be a key test.

9. $Palantir (PLTR.US)$| Hit new highs post-earnings, surging nearly 60% in two months, while shorts continue to suffer

Palantir extended its post-earnings breakout, with the stock price jumping nearly 60% in two months as traders shared their profit records. There were no significant new catalysts on the day; the move was largely a continuation of post-earnings momentum. Bearish voices were virtually absent from the market, with some even mocking those shorting Palantir as being in a "miserable" position.

***Bullish

• @growthrapidlyBought at $116, now up to $184, representing a 59% unrealized gain in two months.

• @AmeetRaiThe stock price has broken out of its recent consolidation range, hitting a new post-earnings high.

• @801010athleteAfter taking 11% profits the previous day, I bought back in with a larger position at a level 6 points higher. "Don't be afraid to buy back leading stocks."

• @KeithMcCullough"Continuing to hold long positions in Palantir within Signal Strength Stocks, further validating the strategy's effectiveness."

***Bearish

• None at the moment;@ThetaWarriorJoking that "those shorting Palantir must be feeling quite uncomfortable right now."

***Neutral

• @cfromhertzIt strengthened in tandem with a batch of software stocks that have not yet reported earnings, such as ServiceNow, Atlassian, and Figma. "Whether it's software, semiconductors, or healthcare, as long as the trend is strong and shows leadership characteristics, you can jump on board."

10. $Alphabet-A (GOOGL.US)$| YouTube faces pressure from potential FTC litigation; strategic investments in the consumer AI sector continue to ramp up

Google was not driven by its own earnings report on the day. The main themes were the potential FTC lawsuit regarding YouTube account bans and strategic discussions on the consumer AI race. Bulls focus on its distribution and scale advantages in the AI ecosystem, while bears focus on regulatory risks. The overall sentiment is neutral to cautious.

***Bullish

• @charliebilelloGoogle's Q2 revenue increased by 24% year-over-year, showing steady growth among major tech giants.

• @RihardJarc: The AI consumer-grade race differs from the enterprise-level one,$Meta Platforms (META.US)$Google doesn't need to build the best model; the key to victory lies in distribution capabilities and low-cost scalable service delivery.

• @TheETFTracker: In the Roundhill Generative AI & Technology ETF ($ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF (CHAT.US)$) top ten holdings, Google ranks second with a 5.61% weight, trailing only NVIDIA.

***Bearish

• @The_Real_Fly、@wallstengine: According to Bloomberg, the U.S. Federal Trade Commission has launched an investigation into whether YouTube's banning of user accounts violates consumer protection laws, and the probe has entered the final stages of preparing for potential litigation.

***Neutral

• @faststocknewss: Polymarket data shows that the market's bet on NVIDIA becoming the world's most valuable company by year-end has risen to 81%, while Google trails Apple (12%) at 8%.

5. Event Calendar

1. Announced

• NVIDIA reports Q2 earnings: Revenue of $96.2 billion (+106% YoY), provides FY28 revenue guidance of approximately 70% for the first time, stock surges in a single day, adding nearly $500 billion in market cap to set a historical record —@amitisinvesting、@Geiger_Capital。

• Reports emerge that NVIDIA is acquiring open-source AI community Hugging Face for approximately $12.9 billion; the deal has not yet been officially announced by both parties —@JohnsonZ91127。

• Three major software stocks—Salesforce, CrowdStrike, and Okta—reported earnings on the same night, all significantly beating expectations. CRM surged 22% in a single day, CRWD jumped 19% intraday, and OKTA briefly spiked 26% —@SeekingAlpha、@JesseCohenInv。

• Marvell,$IREN Ltd (IREN.US)$earnings data broadly exceeded expectations or hit milestones, yet its after-hours share price once plunged nearly 7% —@InvestmentGuru_、@growthrapidly。

• Trump publicly praised Micron’s $10 billion investment in domestic R&D, but Micron’s stock fell that day, wiping out nearly $28 billion in market cap —@StockMKTNewz、@joinautopilot。

• NVIDIA reportedly paused part of its revenue-sharing financing plan for small and mid-sized AI cloud providers last week, involving approximately $36 billion, allegedly due to concerns over antitrust scrutiny —@wallstengine。

• July core PCE remained at 3.7% year-over-year (core 3.3%), while the goods trade deficit widened to $118.8 billion, the largest since the tariff front-running in March last year —@LizAnnSonders、@PeterSchiff。

• Initial jobless claims dropped to 203,000, and the Kansas City Fed Manufacturing Index rose to +10 —@LizAnnSonders。

2. Today

• Federal Reserve Chair Walsh will deliver his inaugural keynote address at the Jackson Hole Global Central Bankers Symposium. Markets are closely watching his response to Treasury Secretary Bessent's efforts to "suppress long-end yields." Analysts warn that ambiguous or dovish remarks could push 30-year yields above 5.5% —@NickTimiraos、@FirstSquawk。

3. Looking further ahead

• With the Fed's September FOMC meeting approaching, some traders have bought put options on regional banks ($KRE) as a hedge —@AlessioTMAD。

• The Treasury Department will double the scale of long-end Treasury buybacks starting September 9 —@RyanDetrick。

• $Apple (AAPL.US)$Plans to hold its autumn launch event on September 9, marking new CEO John Ternus's debut —@InvestmentGuru_。

• SpaceX's Starship is expected to conduct its 14th test flight in September, attempting a full orbital flight and deploying Starlink V3 satellites for the first time —@preetkailon。

• Micron's earnings are expected to be released in late September, with some traders betting on the customary two-week pre-earnings rally window —@Banana3Stocks。

• $Snowflake (SNOW.US)$Companies such as [implied: NVIDIA, Intel, etc.] are scheduled to report earnings around September 2 —@AntonLaVay。

• Anthropic is reportedly preparing to file for an IPO as early as next month, with a potential listing window in late September —@StockSavvyShay。

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This report is based solely on the authentic public tweets of 399 Key Opinion Leaders (KOLs) over the past 24 hours, with no fabrication; every argument can be traced back to the original posts by the respective authors. "Trending" reflects only the intensity of discussion, not sentiment; duplicate posts sharing the same news have been consolidated. KOLs represent professional and leading-edge viewpoints, which are not equivalent to the sentiment of retail investors. This is not investment advice.

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