DELL Trans: AI orders exclude Rubin; legacy biz still growingMNST (Trans): Zero-sugar line remains the core growth driver
---DELL: Can AI's doubling growth ease 'storage crunch' concerns?---MNST: New product cycle ahead; another 'evolution' year?---DUOL (Trans): Guidance intentionally conservative, but user concerns lead it to forgo near-term monetization.
---DUOL: Guidance bombs again; is the Green Owl now 'Dead Duo'?
---LKNCY (Trans): Market Share Gain Remains Top Strategic Priority---LKNCY: Is China's coffee leader being held hostage by the delivery wars?---VIPS: Negative Growth Again? 10% Shareholder Return to the RescueBIDU (Trans): Focus on shareholder returns, stronger mgmt. execution
---TCOM: After the regulatory crackdown, can it remain a lean, high-quality play?
---BIDU: Ad Engine Falters; Is Kunlunxin the Lifeline?
---Alibaba Cloud rolls out dirt-cheap AI coding bundle; JD's 'Billion-yuan Supermarket' reignites subsidy rush | Daily News Recap
---CRM Trans: Organic rev. growth to re-accelerate in H2 FY
---CRM: AI-replacement thesis sweeps; is the SaaS leader now a 'castoff'?---NVDA (Trans): Compute Spend Linked to Rev.; Supply Chain Security Prioritized
---NVDA: Blowout results vs. a cold tape — Has the market's top darling fallen out of favor?---Circle (Trans): New Bill Nears Passage; Arc to Drive Future Growth
---CRCL: Results Push Back at Bears — Can the First Stablecoin Stock Stay Steady?
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