Broadcom partners with OpenAI! Will self-developed chips ignite the market?
Oracle and Adobe Face Critical Showdown! Weekly Performance Summary (September 8 - September 12)
A visual summary of key company performances~ This post is suitable for likes & comments of applause
ð Fellow investors, itâs Friday again~
In the past week, the market once again witnessed strong signals of "performance differentiation" and "AI-driven" growth.$BABA-W (09988.HK)$Fueled by robust growth in AI and cloud businesses,Driven by the iteration of AI technology, the optimization of the policy environment, and the reallocation of global capital, the Technology Sector of Hong Kong stocks may become a new...$JD-SW (09618.HK)$profits halved,$MEITUAN-W (03690.HK)$in the context of a profit warning and anticipated losses, Hong Kong stocks surged over 18% in a single day, marking the largest intraday increase in over two years.AI chip giants$Broadcom (AVGO.US)$also performed outstandingly,with AI chip revenue in the third fiscal quarter exceeding expectations, increasing by 63% to $5.2 billion, and securing a $10 billion order from a mysterious customer.The revenue outlook for AI in fiscal year 2026 is expected to improve significantly compared to previous forecasts.This news drove its after-hours stock price up by over 4%! As a key component of artificial intelligence infrastructure,$Credo Technology (CRDO.US)$it has also profited immensely from its AI data center connectivity business, confirming the sustained high interest in AI investments.In the quest for genuine growth amidst differentiation, some companies that have successfully commercialized their AI products and generated significant revenue growth have been rewarded by the market.However, not all companies have fared as well: the SaaS giant$Salesforce (CRM.US)$despite exceeding revenue and profit expectations, saw its after-hours stock price decline by nearly 6% due to weak performance guidance,indicating that the market's patience and expectations regarding its AI transformation are being tested.
However, not all companies have fared as well: the SaaS giant$Salesforce (CRM.US)$despite exceeding revenue and profit expectations, saw its after-hours stock price decline by nearly 6% due to weak performance guidance,indicating that the market's patience and expectations regarding its AI transformation are being tested.Looking ahead to next week, performance in the AI sector remains a core focus!The cloud computing giant$Oracle (ORCL.US)$will make a significant appearance, disclosing the growth of its cloud business and the increase in AI-related contracts; the leading creative software company$Adobe (ADBE.US)$'s AI creation tool Firefly's commercialization progress is also highly anticipated.Can these two tech giants capitalize on the AI boom?In addition, Meme stocks$GameStop (GME.US)$' card business transformation, the consumer resilience of pet e-commerce platforms,$Chewy (CHWY.US)$and the order growth of semiconductor design software companies$Synopsys (SNPS.US)$will also provide diverse market narratives.Will the market continue its enthusiasm for AI stocks, or will it prefer more certain growth? Stay close to the earnings calendar with Market Sir as we look at next week's earnings schedule~ð
Will the market continue its enthusiasm for AI stocks, or will it prefer more certain growth? Stay close to the earnings calendar with Market Sir as we look at next week's earnings schedule~ð![A visual overview of key company performances~ This post is suitable for likes & applause in the comments. [Tongue] ð Fellow investors, it's Friday again~ [Keep Fighting]Over the past week, the market once again witnessed strong signals of "performance divergence" and "AI-driven" trends.$BABA-W (09988.HK)$Driven by robust growth in AI and cloud business,Driven by the iteration of AI technology, the optimization of the policy environment, and the reallocation of global capital, the Technology Sector of Hong Kong stocks may become a new...$JD-SW (09618.HK)$Profits have been halved, $MEITUAN-W (03690.HK)$and against the backdrop of a warning about losses, Hong Kong stocks surged over 18% in a single day, marking the largest intraday increase in more than two years.AI chip giants $Broadcom (AVGO.US)$also performed exceptionally well, with third-quarter AI chip revenues exceeding expectations, growing by 63% to $5.2 billion, and receiving a mysterious $10 billion order from a customer, with the outlook for AI revenues in fiscal year 2026 expected to improve significantly compared to previous forecasts.This news propelled its after-hours stock price up by over 4%! As a crucial component of artificial intelligence infrastructure, $Credo Technology (CRDO.US)$The connection of business through AI data centers has proven to be highly profitable, confirming the ongoing fervor for investments in the AI sector.[Cheerlead] Amid differentiation, true growth is being sought; companies that can demonstrate successful commercialization of their AI products and significant revenue growth are being rewarded by the market.[Weary Face]However, not all companies have fared as well: the SaaS giant$Salesforce (CRM.US)$despite exceeding revenue and profit expectations, saw its stock price drop nearly 6% after hours due to weak guidance.This indicates that...](https://nnqimage.futunn.com/sns_client_feed/999982/20250905/web-1757055413019-n4b19DZLQV.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
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![A visual overview of key company performances~ This post is suitable for likes & applause in the comments. [Tongue] ð Fellow investors, it's Friday again~ [Keep Fighting]Over the past week, the market once again witnessed strong signals of "performance divergence" and "AI-driven" trends.$BABA-W (09988.HK)$Driven by robust growth in AI and cloud business,Driven by the iteration of AI technology, the optimization of the policy environment, and the reallocation of global capital, the Technology Sector of Hong Kong stocks may become a new...$JD-SW (09618.HK)$Profits have been halved, $MEITUAN-W (03690.HK)$and against the backdrop of a warning about losses, Hong Kong stocks surged over 18% in a single day, marking the largest intraday increase in more than two years.AI chip giants $Broadcom (AVGO.US)$also performed exceptionally well, with third-quarter AI chip revenues exceeding expectations, growing by 63% to $5.2 billion, and receiving a mysterious $10 billion order from a customer, with the outlook for AI revenues in fiscal year 2026 expected to improve significantly compared to previous forecasts.This news propelled its after-hours stock price up by over 4%! As a crucial component of artificial intelligence infrastructure, $Credo Technology (CRDO.US)$The connection of business through AI data centers has proven to be highly profitable, confirming the ongoing fervor for investments in the AI sector.[Cheerlead] Amid differentiation, true growth is being sought; companies that can demonstrate successful commercialization of their AI products and significant revenue growth are being rewarded by the market.[Weary Face]However, not all companies have fared as well: the SaaS giant$Salesforce (CRM.US)$despite exceeding revenue and profit expectations, saw its stock price drop nearly 6% after hours due to weak guidance.This indicates that...](https://nnqimage.futunn.com/sns_client_feed/999982/20250905/web-1757056083359-Fr8L0xGtF9.webp/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
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![A visual overview of key company performances~ This post is suitable for likes & applause in the comments. [Tongue] ð Fellow investors, it's Friday again~ [Keep Fighting]Over the past week, the market once again witnessed strong signals of "performance divergence" and "AI-driven" trends.$BABA-W (09988.HK)$Driven by robust growth in AI and cloud business,Driven by the iteration of AI technology, the optimization of the policy environment, and the reallocation of global capital, the Technology Sector of Hong Kong stocks may become a new...$JD-SW (09618.HK)$Profits have been halved, $MEITUAN-W (03690.HK)$and against the backdrop of a warning about losses, Hong Kong stocks surged over 18% in a single day, marking the largest intraday increase in more than two years.AI chip giants $Broadcom (AVGO.US)$also performed exceptionally well, with third-quarter AI chip revenues exceeding expectations, growing by 63% to $5.2 billion, and receiving a mysterious $10 billion order from a customer, with the outlook for AI revenues in fiscal year 2026 expected to improve significantly compared to previous forecasts.This news propelled its after-hours stock price up by over 4%! As a crucial component of artificial intelligence infrastructure, $Credo Technology (CRDO.US)$The connection of business through AI data centers has proven to be highly profitable, confirming the ongoing fervor for investments in the AI sector.[Cheerlead] Amid differentiation, true growth is being sought; companies that can demonstrate successful commercialization of their AI products and significant revenue growth are being rewarded by the market.[Weary Face]However, not all companies have fared as well: the SaaS giant$Salesforce (CRM.US)$despite exceeding revenue and profit expectations, saw its stock price drop nearly 6% after hours due to weak guidance.This indicates that...](https://nnqimage.futunn.com/sns_client_feed/999982/20250905/web-1757055926641-o9F1yLKqWM.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
![A visual overview of key company performances~ This post is suitable for likes & applause in the comments. [Tongue] ð Fellow investors, it's Friday again~ [Keep Fighting]Over the past week, the market once again witnessed strong signals of "performance divergence" and "AI-driven" trends.$BABA-W (09988.HK)$Driven by robust growth in AI and cloud business,Driven by the iteration of AI technology, the optimization of the policy environment, and the reallocation of global capital, the Technology Sector of Hong Kong stocks may become a new...$JD-SW (09618.HK)$Profits have been halved, $MEITUAN-W (03690.HK)$and against the backdrop of a warning about losses, Hong Kong stocks surged over 18% in a single day, marking the largest intraday increase in more than two years.AI chip giants $Broadcom (AVGO.US)$also performed exceptionally well, with third-quarter AI chip revenues exceeding expectations, growing by 63% to $5.2 billion, and receiving a mysterious $10 billion order from a customer, with the outlook for AI revenues in fiscal year 2026 expected to improve significantly compared to previous forecasts.This news propelled its after-hours stock price up by over 4%! As a crucial component of artificial intelligence infrastructure, $Credo Technology (CRDO.US)$The connection of business through AI data centers has proven to be highly profitable, confirming the ongoing fervor for investments in the AI sector.[Cheerlead] Amid differentiation, true growth is being sought; companies that can demonstrate successful commercialization of their AI products and significant revenue growth are being rewarded by the market.[Weary Face]However, not all companies have fared as well: the SaaS giant$Salesforce (CRM.US)$despite exceeding revenue and profit expectations, saw its stock price drop nearly 6% after hours due to weak guidance.This indicates that...](https://nnqimage.futunn.com/sns_client_feed/999982/20250905/web-1757055933906-T4lztTpuRN.jpeg/big?area=2&is_public=true&imageMogr2/ignore-error/1/format/webp)
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