أخبار السوق اليوم — عناوين الأسهم والعملات الرقمية المنتقاة بالذكاء الاصطناعي

Nvidia reported earnings beats for the 15th consecutive time, reinforcing its strong performance in AI-related revenue.

The article highlights three public companies—Astera Labs (ALAB), Credo Technology (CRDO), and Vertiv (VRT)—as beneficiaries of AI infrastructure bottlenecks, positioning them as potential high-growth opportunities within the AI sector.

The article highlights strong recent performance in the software sector, noting a 41.2% gain over the past six months, outperforming the S&P 500 by 29.2 percentage points.

A unit of Indian billionaire Kumar Mangalam Birla’s conglomerate secured loan commitments of up to $2.5 billion for an acquisition, exceeding its initial target by 70%.

The article identifies three technology stocks—Cipher Digital, Marvell Technology, and Fortinet—as benefiting from multiyear tailwinds, suggesting potential long-term growth drivers for these assets.

Malaysia's central bank maintained its key interest rate unchanged while removing the phrase 'appropriate' from its monetary policy statement, signaling a shift in forward guidance despite ongoing modest inflation and rapid growth.

Broadcom reported a 221% year-over-year increase in AI-related revenue and a tripling of profits, signaling strong demand for its AI infrastructure products.

The article presents a bearish outlook on Palantir (PLTR) stock, arguing that its rapid growth has already been fully priced into the stock.

Moonshot AI announced plans to pursue a Hong Kong initial public offering within six months, citing its Kimi K3 product achieving a $300 million revenue run rate.

The article highlights Alphabet's 82% year-over-year growth in Google Cloud revenue, framing it as a justification for the company's capital expenditure (capex) investments.

Vietnam reported a trade deficit of $113 million for the ninth consecutive month, driven by increased imports of machinery and materials for factory expansion.

Binance Alpha announced the addition of Pons and FLORK tokens for trading starting September 2.