أخبار السوق اليوم — عناوين الأسهم والعملات الرقمية المنتقاة بالذكاء الاصطناعي

Semtech (SMTC) reported Q2 2027 data center revenue of $100M, a 91% year-over-year increase, contributing to 33% overall company growth.

nCino (NCNO) reported Q2 2027 revenue growth of 8% and a 170% surge in free cash flow, indicating improved operational performance in its AI-powered banking platform segment.

Zoom reported a 7.8% year-over-year increase in enterprise revenue, attributed to accelerated AI adoption across its platforms.

The article highlights that Chinese AI models are being utilized by US firms without commensurate revenue sharing, suggesting a structural imbalance in the AI value chain.

Robinhood CEO Vlad Tenev hinted at potential expansion of memecoin offerings on the platform, which could broaden its cryptocurrency product lineup.

Nio's stock declined after reporting a second-quarter revenue miss, despite a 14.5% year-over-year increase in August vehicle deliveries, which may signal stronger third-quarter momentum.

Nebius, an AI cloud provider, increased its year-end power capacity target from over 3 gigawatts to 5 gigawatts within six months, indicating rapid expansion in infrastructure to meet AI demand.

The article discusses RTX's $289 billion backlog, highlighting its composition and potential implications for the company's operations and market positioning.

Dell reported a revised upward fiscal 2027 revenue forecast for AI servers, tripling expectations from a prior doubling estimate.

Dell raised its annual revenue outlook citing strong sales of AI servers, indicating robust demand for AI infrastructure.

Meta reported 27% year-over-year ad revenue growth to $59.4B, narrowing the gap with Google Search, but its stock price declined.

The article highlights investor focus on Broadcom's upcoming earnings report, specifically whether the company will update its AI revenue guidance and the sustainability of its AI business growth.