$AAPL Earnings Preview!
Estimates:
Revenue: $108.9B
EPS: $1.89
What to Watch: iPhone sales, Services revenue, Apple Intelligence adoption, China demand and forward guidance.
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$INTC Q2 Earnings Are In!
Reported:
Revenue - $ 16.1B
EPS - $0.42
Key Takeaways: Strong AI momentum, Data Center growth, optimistic Q3 outlook
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MU fact of the day 💡
Micron is one of the few companies that produces both DRAM and NAND flash memory at scale.
Its chips are found in AI servers, gaming PCs, smartphones, and data centers around the world.
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🎙️ AMA Recap | SK Hynix: AI Gold Rush, Memory King, or Just Getting Started?
Thank you to everyone who joined today's Tapbit X Space AMA, and a special thanks to @olly_Tapbit for sharing valuable insights.
During the session, we discussed:
- Why SK Hynix has emerged as a key beneficiary of the AI infrastructure boom
•-The critical role of High Bandwidth Memory (HBM) in powering next-generation AI
- SK Hynix's position within the global AI supply chain
- Growth opportunities, potential risks, and what investors should watch going forward
As AI adoption continues to accelerate, companies enabling the technology behind the scenes are becoming increasingly important to the market.
We appreciate everyone who participated in today's discussion. Stay tuned for more Tapbit X Space AMAs covering the latest trends across AI, crypto, and global markets.
See you at the next Space!
Markets just got another reminder that inflation isn't done yet.
Yesterday's key takeaway:
1. Core PCE rose to 4.1%, the highest reading since April 2023.
2. The Fed's preferred inflation measure remains well above its 2% target, reinforcing expectations that rates could stay higher for longer.
So why did markets wobble?
Rather than a broad risk-off move, many traders saw it as capital rotating out of crowded mega-cap winners after an extended rally. Rich valuations, combined with sticky inflation and higher bond yields, gave investors a reason to lock in gains.
What's worth watching now?
If inflation starts to ease in the coming releases and Treasury yields lose momentum, AI and growth names could attract fresh inflows again.
In the meantime, some market participants are watching opportunities beyond the usual giants, including:
- AI & Infrastructure:
$VRT $ANET $MRVL $MU $HPE $DELL $COHR
- Power & Industrial:
$ETN $GEV $CEG
- Software & Data:
$PLTR
- Energy:
$XOM
Whether you're trading $BTC $MSFT $AAPL or looking further down the market-cap spectrum, the next inflation print and bond market reaction could shape the next major move.
Always do your own research.
NFA.