أخبار السوق اليوم — عناوين الأسهم والعملات الرقمية المنتقاة بالذكاء الاصطناعي

Kratos Defense is transitioning from drone demonstrations to large-scale manufacturing, highlighting a potential opportunity in drone production driven by high-stakes orders.

Gap announced a new handbag line priced between $29.95 and $498, designed by Reed Krakoff, who previously led Coach's design team.

Nvidia's fiscal 2028 revenue guidance forecasts 70% growth, suggesting strong demand and reduced reliance on China.

Hut 8's Texas power site is part of a $35 billion AI deal involving Anthropic, with the company securing two long-term leases worth $19.6 billion for its campus.

Morgan Stanley analysts increased Robinhood's price target from $124 to $150, citing expectations of a 43% surge in the stock without reliance on crypto revenue.

Vipshop (VIPS) reported that its SVIP members reached 10 million, accounting for over half of online spending during Q2 2026.

Cadeler (CDLR) reported H1 revenue growth driven by fleet expansion and the acquisition of Menck.

USA Rare Earth, a private company focused on rare earth elements, holds $1.5 billion in cash with minimal revenue, raising valuation challenges.

Bitcoin (BTC) experienced a slight decline following a prior rally to $81,428, while Arbitrum (ARB) surged 30% amid rising activity on Robinhood Chain, which reported daily fees exceeding $2 million.

The article suggests a potential shift in Micron's business model from a cyclical memory producer to a more diversified or stable revenue structure, though it provides no specific evidence or details to substantiate this claim.

Shoprite Holdings Ltd.

A couple in Hong Kong faces fraud charges for allegedly overstating revenue declines to obtain HK$330,000 in government-guaranteed loans, and their travel has been restricted pending trial.