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.

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.

Oracle reported $638 billion in contracted backlog, exceeding its $430 billion market capitalization, signaling strong future revenue visibility.

The article compares revenue growth trajectories between General Motors (GM) and Tesla, noting that while GM's revenue remains approximately three times larger, Tesla's recent quarters show a narrowing gap.

Gorilla reported that its Q2 2026 revenue doubled year‑over‑year as its GPU infrastructure scaled across Asia.

The article highlights Nvidia's Vera Rubin platform as a key factor solidifying its position in AI infrastructure, citing 106% revenue growth and a 75% gross margin.