--- title: "US Market Cross-Currents: AI Power Spin-Offs to Semi Volatility" type: "News" locale: "en" url: "https://longbridge.com/en/news/294938759.md" description: "Q2 earnings and AI realignments are driving divergent US equity flows. Flex's upcoming cloud spin-off targets massive revenue jumps, while ProShares' leveraged SK Hynix ETF plummeted amid chip selloffs. Traditional heavyweights like Moody's and Danaher also report mixed fundamental signals." datetime: "2026-08-05T09:13:07.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294938759.md) - [en](https://longbridge.com/en/news/294938759.md) - [zh-HK](https://longbridge.com/zh-HK/news/294938759.md) --- # US Market Cross-Currents: AI Power Spin-Offs to Semi Volatility Investors are navigating a complex reshuffle across US equities, driven by heavy volume in AI infrastructure spin-offs, semiconductor volatility, and divergent quarterly earnings reports across industrial and consumer sectors, according to compiled market data. ### Flex (FLEX.US) Global manufacturing services provider Flex is targeting a first-quarter 2027 spin-off of its Cloud and Power Infrastructure business. Following the intended separation, the independent entity's revenue is expected to surge from approximately **USD 6 billion** in 2025 to nearly **USD 20 billion** in 2027, positioning it as a major provider of AI power infrastructure. The company also reported first-quarter fiscal 2027 adjusted earnings of USD 1.00 per share on revenue of USD 7.9 billion, topping analyst estimates. ### ProShares Ultra SK hynix (SKHU.US) The leveraged exchange-traded fund tracking 2x the daily returns of SK hynix ADRs was pummeled amid a broader selloff in semiconductor stocks, dropping **18.6%** in a single session and logging a weekly slump of nearly 29%. While ProShares has noted that the underlying memory chipmaker is gaining share over competitors driven by demand for High Bandwidth Memory (HBM), the outsized technical correction highlights the risk profile of leveraged tech products. ### Smartkem (SMTK.US) Materials science company Smartkem has entered into a definitive business combination agreement with Ferrox Critical Minerals in an all-stock transaction valuing Ferrox at **USD 125 million**. The merger is designed to establish one of the few vertically integrated public electronics companies. Earlier, the firm signed a proof-of-concept agreement with a global consumer electronics giant for MicroLED wearables applications. ### Viasat (VSAT.US) Satellite communications leader Viasat reported first-quarter fiscal 2027 sales of **USD 1.16 billion**, a 1.2% year-on-year decline that missed revenue expectations. However, non-GAAP profit landed at USD 0.17 per share, beating analyst consensus by 78.9%. Operationally, the company recently delivered Tactical Gateways to support U.S. Air Mobility Command operations and demonstrated the first integrated automotive satellite voice call capability with BMW Group. ### Montana Technologies (AIRJ.US) Montana Technologies, recently rebranded as AirJoule Technologies, announced a private placement financing to sell roughly 1.2 million shares of common stock. The transaction is expected to generate gross proceeds of approximately **USD 12 million**, aimed at expediting the commercialization of its atmospheric water harvesting technology. The firm is advancing a joint venture with GE Vernova to manufacture its proprietary air conditioning products. ### Moody's (MCO.US) Integrated risk assessment firm Moody's reported robust second-quarter 2026 earnings, posting an adjusted EPS of USD 4.68 that beat consensus estimates by 10%. Quarterly revenue climbed 15.1% year-over-year to **USD 2.19 billion**, driven by record debt issuance and ongoing growth in its analytics unit. Consequently, management issued full-year 2026 EPS guidance between USD 16.50 and USD 17.00. ### Danaher (DHR.US) Life sciences and diagnostics innovator Danaher is undergoing a leadership transition, naming Julie Sawyer Montgomery as President and Chief Executive Officer, effective October 1, 2026. On the strategic front, the company finalized its acquisition of Masimo Corporation, a prominent provider of patient monitoring solutions, integrating it into its broader specialty diagnostics portfolio. ### The Campbell's Company (CPB.US) Packaged food giant The Campbell's Company reported a 4% increase in third-quarter fiscal 2026 net sales compared to the previous year. While the company posted an adjusted EPS of USD 0.73, the earnings call highlighted ongoing pressure from top-line softness and inflation. Notably, its snack division now accounts for over 40% of total sales as it pivots toward higher-protein and gluten-free offerings. ### Toyota Motor (TM.US) Toyota Motor continues to anchor its North American strategy on a sprawling hybrid vehicle lineup. Amidst shifting timelines for pure electric vehicle adoption globally, the automaker is leveraging its fuel-efficiency strategy and hybrid transition architectures as the primary volume drivers, insulating its capital expenditure cycle from the more volatile pure EV segments. ### Haoxi Health Technology (HAO.US) Online marketing solutions provider Haoxi Health Technology announced a definitive agreement for a registered direct offering to sell 10 million Class A Ordinary Shares at USD 0.40 per share, aiming for aggregate gross proceeds of roughly **USD 4 million**. Simultaneously, the company entered a strategic cooperation framework with NOVA MEDIA to develop an AI digital marketing system. _This article does not constitute investment advice._ ### Related Stocks - [AIRJ.US](https://longbridge.com/en/quote/AIRJ.US.md) - [FLEX.US](https://longbridge.com/en/quote/FLEX.US.md) - [MCO.US](https://longbridge.com/en/quote/MCO.US.md) - [CPB.US](https://longbridge.com/en/quote/CPB.US.md) - [DHR.US](https://longbridge.com/en/quote/DHR.US.md) - [TM.US](https://longbridge.com/en/quote/TM.US.md) - [SMTK.US](https://longbridge.com/en/quote/SMTK.US.md) - [VSAT.US](https://longbridge.com/en/quote/VSAT.US.md) - [HAO.US](https://longbridge.com/en/quote/HAO.US.md) ## Related News & Research - [If Toyota Sells EVs, People Will Buy Them](https://longbridge.com/en/news/296406897.md) - [Global Retirement Partners LLC Buys New Holdings in Danaher Corporation $DHR](https://longbridge.com/en/news/296074016.md) - [First National Bank of Omaha Purchases New Stake in Danaher Corporation $DHR](https://longbridge.com/en/news/296321049.md) - [Toyota’s first US GR GT run sells out before orders open](https://longbridge.com/en/news/296296295.md) - [Knuff & Co LLC Buys Shares of 6,462 Danaher Corporation $DHR](https://longbridge.com/en/news/296469103.md)