أخبار السوق اليوم — عناوين الأسهم والعملات الرقمية المنتقاة بالذكاء الاصطناعي

The article compares Amazon and Shopify using valuation and growth metrics, noting Amazon's 3.8x price-to-sales discount relative to Shopify, while highlighting Shopify's 30% revenue growth and zero debt.

AMD's Instinct AI accelerators are now operational in Saudi Arabia, indicating live deployment of previously announced systems.

SB Energy, an AI data center firm backed by SoftBank, Nvidia, and OpenAI, has filed for an Initial Public Offering (IPO).

Investor Paul Kedrosky questions whether current AI valuations are justified by revenue-growth forecasts, drawing parallels to historical technology bubbles.

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

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

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.

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.

Dell is set to report earnings on Tuesday, with investors focused on its AI server margins amid rising memory chip prices.