HK, US stocks top stories

Nvidia Stock Investors Just Got Good News From SpaceX. Wall Street Says It's Time to Buy.

Motley Fool·Aug 15, 2026 at 04:31 AM

- SpaceX reported 247% revenue growth in its AI segment in the second quarter and plans to build exclusively on Nvidia's Vera Rubin architecture, targeting up to 10 gigawatts of compute by the end of next year. - Morgan Stanley estimates SpaceX's AI infrastructure investments will reach $110 billion in 2028, highlighting Nvidia's market dominance and securing significant future revenue. - Wall Street regards Nvidia as undervalued with a price-to-earnings-to-growth ratio of 0.75, backed by anticipated 45% annual earnings growth and a median target price of $300 per share.

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Alphabet Just Borrowed $25 Billion, and $2.5 Billion of It Isn't Due Until 2066

Motley Fool·Aug 14, 2026 at 04:51 PM

- Alphabet closed a $25 billion senior notes sale on Monday across ten tranches with maturities running from 2028 to 2066. - The company raised its 2026 capital expenditure guidance to a range of $195 billion to $205 billion primarily for infrastructure investments like servers and data centers. - Long-term debt has increased significantly to roughly $123 billion following the recent debt sale and stock issuance to support surging capital spending.

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Kweichow Moutai: Earnings Hit the Brakes Again? Still in 'reform growing pains'!

Aug 14, 2026 at 11:07 AM

Meta Platforms Is Down 27% From Its Most Recent High. History Says This Could Happen Next

Motley Fool·Aug 14, 2026 at 08:46 AM

- Meta Platforms stock is currently down about 27% from its recent high due to legal challenges and heavy artificial intelligence spending that has impacted margins and cash flow. - Historical data shows that despite past significant sell-offs of 27% to 75%, Meta's shares have consistently recovered and performed well thereafter. - While bears highlight long-term risks from ongoing lawsuits and delayed artificial intelligence returns, bulls emphasize platform engagement gains, reasonable valuation at 19.9x forward earnings, and potential new cloud computing opportunities.

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Not Micron, Not Sandisk. This Artificial Intelligence (AI) Memory Stock Could Be the Next Nvidia.

Motley Fool·Aug 14, 2026 at 06:11 AM

- SK Hynix demonstrates dominant market positions in the artificial intelligence memory sector, capturing nearly 58 % of the high bandwidth memory market and securing strong standings in DRAM and NAND flash categories. - The company reports extraordinary financial growth, highlighted by a second-quarter revenue surge of 257 % year over year to 79.3 trillion won, alongside an operating profit jump of 557 %. - Supported by persistent memory shortages and a forward price-to-earnings ratio of 5.3, SK Hynix offers significant upside potential through sustained technology leadership and robust demand.

SK Hynix+0.40%ISHRS MSCI S Korea Capped+0.63%

China Mobile: Higher Taxes + Lower Fees — Propped Up by Big Dividends?

Aug 14, 2026 at 05:59 AM

Overseas Debut: Is DiDi’s Moment Finally Here?

Aug 14, 2026 at 03:28 AM

SanDisk (Trans): 90 bn contract, 80% GPM, Adj. FCF margin 50% — all to shareholders!

Aug 14, 2026 at 03:17 AM

Nvidia CEO Jensen Huang Just Introduced a Bold $500 Billion Plan to Potentially Create Chip-Backed Securities. What Coul…

Motley Fool·Aug 13, 2026 at 11:21 PM

- Nvidia CEO Jensen Huang is partnering with Wall Street private credit firms to raise $500 billion for chip-backed securities using GPUs as collateral. - The proposed financial instruments aim to fund ongoing AI infrastructure build-outs and data centers by offering investors risk-distributed revenue streams. - Critics note similarities to the 2008 mortgage-backed securities, warning that rapid chip depreciation and Nvidia's potential loan guarantees could pose systemic market risks.

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Windfall Ahead, AMAT Gets Cold Feet?

Aug 13, 2026 at 10:20 PM

SMIC (Trans): Price hikes lift GPM, depreciation still a drag

Aug 13, 2026 at 09:13 PM

AMAT (Trans): Q4 guidance up 51%; GPM held in check

Aug 13, 2026 at 05:28 PM

JD: No AI arms race, no buybacks — can a 'frugal' strategy still work?

Aug 13, 2026 at 10:24 AM

SpaceX Has 1.4 Gigawatts of AI Capacity Online and Wants 10 Gigawatts by Next Year. Here's Why Microsoft Could Be the On…

Motley Fool·Aug 13, 2026 at 09:36 AM

- SpaceX has rapidly built out AI infrastructure, achieving 1.4 gigawatts of nameplate capacity and securing multi-billion-dollar deals with major developers like Anthropic and Google Cloud. - The company aims to expand its capacity to 10 gigawatts by the end of next year through rapid deployment and a focus on Nvidia's architecture. - Research indicates that Microsoft emerges as a logical partner to bridge its near-term compute needs by utilizing SpaceX's flexible and fast-to-market data center capacity.

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JD (Trans): Profit inflection confirmed, Q3 revenue back to growth

Aug 13, 2026 at 08:48 AM

CoreWeave, Nebius: Compute price hikes, sponsor support—how long can NVDA's favorites keep their edge?

Aug 13, 2026 at 07:57 AM

China Mobile (Trans): AIDC revenue surged >4x; telecom under pressure

Aug 13, 2026 at 07:30 AM

SMIC: Cycle Bull + China AI Chips, Twin Catalysts Lift-Off

Aug 13, 2026 at 07:08 AM

Nebius (Trans): Year-end contracted power target raised to 5 GW

Aug 13, 2026 at 05:24 AM

Google Parent Alphabet Just Revealed How Many SpaceX Shares It Owns... and the Figure Is a Doozy

Motley Fool·Aug 13, 2026 at 04:16 AM

- Alphabet disclosed in its second-quarter Form 13F filing that it holds 551,189,500 shares in SpaceX, valued at $94.18 billion as of the end of June. - The company's initial 2015 investment of around $900 million in SpaceX has appreciated significantly following the company's public listing on June 12, 2026. - Alphabet also holds a notable stake in Anthropic, further highlighting its successful investment strategy alongside its core businesses.

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