Webull, 182 Cecil Street, Singapore (2026)

27/08/2026

Nvidia reported better-than-expected fiscal second-quarter results, with revenue of $96.22 billion versus the $92.17 billion analyst estimate. Adjusted earnings per share came in at $2.22, compared with expectations of $2.10. Net income more than doubled year on year to $53.95 billion.

Nvidia CFO Colette Kress said the company expects fiscal 2028 revenue growth of 70%, compared with analysts’ 44% expectation. The company’s shares rose 4% following the forecast.

CFO Colette Kress said customer forecasts point to growth accelerating, while noting that the company’s guidance reflects supply constraints.

Meta settled a federal case brought by a coalition of 29 states concerning allegations that Facebook and Instagram contributed to youth harms and that the company misrepresented those risks.

Under the agreement, Meta will implement measures including teen usage limits, nighttime blocks, age-assurance measures and additional parental tools.

Meta agreed to pay a maximum of $16.7 billion, while Texas reached a separate $1 billion settlement. Meta stated that payments will be made over 10 years and that it expects to record about $10 billion in legal expenses in the third quarter of 2026.

CrowdStrike reported fiscal second-quarter revenue of $1.47 billion, up 26% from a year earlier and ahead of the $1.44 billion analyst estimate. Adjusted earnings per share came in at $0.31 versus $0.29 expected, while annual recurring revenue rose 25% to $5.84 billion.

The cybersecurity company raised its full-year revenue forecast to $5.99 billion–$6.01 billion and adjusted EPS outlook to $1.25–$1.26.

CrowdStrike shares rose more than 11% in extended trading following the results.

Okta reported fiscal second-quarter revenue of $805 million versus a $795 million expected, while adjusted earnings were $1.05 per share versus a $0.97 estimate.
Revenue increased from $728 million a year earlier, and net income rose to $116 million.

The identity security company raised its full-year revenue outlook to $3.22 billion–$3.23 billion and adjusted earnings forecast to $3.90–$3.94 per share. Remaining performance obligations rose 17% year on year to $4.86 billion, above the $4.70 bil

26/08/2026

Anthropic is expected to outline a potential revenue opportunity of more than US$30 trillion, according to The Wall Street Journal.

The estimate is based on the potential value of work that could be completed using AI models and is intended to illustrate the company’s potential addressable market.

The figure would exceed SpaceX’s previously disclosed US$28.5 trillion market opportunity estimate.

Anthropic reported US$11.6 billion in second-quarter revenue, while its potential IPO size and valuation remain under discussion and could change before the company files its public disclosure documents.

SpaceX announced plans to establish Starbase, LA, a new launch facility in Vermilion Parish, Louisiana.

Louisiana Economic Development said the facility is intended to support thousands of launches annually and serve as SpaceX’s main launch site for its Starship rocket.

The company said the project could bring significant employment to the state, estimating 3,000 direct and 8,100 indirect new jobs over the next 10 years.

SpaceX shares rose about 2% to close at US$137.95 following the announcement.

HP has signed a multi-year global licensing agreement with Huawei covering certain WiFi patents. The agreement follows a patent dispute that was resolved last year and gives HP access to Huawei-related wireless connectivity intellectual property. It also includes reciprocal patent rights from HP.

The deal comes despite U.S. restrictions imposed on Huawei in 2019 that limited the Chinese telecoms company’s access to American suppliers.

26/08/2026

Hong Kong IPOs are now available on Webull!

You can now explore, research, and subscribe to selected upcoming Hong Kong IPOs — all conveniently through the Webull app.

How to get started:
1. Open the Webull app.
2. Tap "Markets" on the bottom navigation bar.
3. Select "Hong Kong" from the market tabs.
4. Scroll down and tap "Upcoming IPOs" to access the IPO Centre and view available listings

Explore Hong Kong IPOs on Webull today.

25/08/2026

Shein plans to offer around 280 million Class B shares at HK$47.60 to HK$49.50 each, potentially raising up to HK$13.86 billion ($1.77 billion).

The final offer price is expected on August 31, with trading scheduled to begin on September 1.

The proposed valuation at the top of the range is substantially below Shein’s US$98.2 billion private-market valuation in 2022.

According to CNBC, this decline attributes to slower revenue growth and pressure on profitability, including the impact of tariffs and the loss of a U.S. import-duty exemption.

Alibaba raised HK$80 billion (US$10.2 billion) through a Hong Kong share sale, issuing 710 million shares at HK$112.70 each. The deal is the largest secondary share offering in Hong Kong.

Alibaba said the proceeds will support investments in full-stack AI capabilities and infrastructure.

The fundraising comes as Alibaba plans to spend more than 380 billion yuan (US$56.5 billion) on AI over three years.

Its shares fell as much as 10% on Monday after the offering, which is also its steepest decline since April 2025.

U.S. stocks started the week lower, with S&P 500 falling 0.28% to 7,652.86 and Nasdaq declining 0.76% to 25,980.19. However, Dow rose 0.26% to 53,417.16.

Chip stocks weighed on the broader market, with Micron Technology down 5.8%, Advanced Micro Devices off more than 3% and Broadcom down more than 2%.

Treasury yields also moved lower, with the 10-year yield falling to 4.704% and the 30-year yield declining to 5.234%.

25/08/2026

NVIDIA is scheduled to report its fiscal Q2 earnings after the market closes on 26 August, with Wall Street expecting:

• Revenue: US$91.8B
• EPS: US$2.09, representing an estimated 99.1% year-over-year increase

Investors will be watching for updates on:

1. Data Center & AI Demand
NVIDIA reported Data Center revenue of US$75.2B in the previous quarter, up 92% year over year and 21% quarter over quarter. Demand from major cloud providers investing in AI infrastructure remains a key area to watch.

2.Revenue & Gross Margin Outlook
NVIDIA has guided Q2 revenue of approximately US$91B, plus or minus 2%, while non-GAAP gross margin is expected to be 75%, plus or minus 0.5%.

3. China Export Restrictions
NVIDIA’s Q2 revenue outlook excludes China Data Center compute revenue. Investors may be watching for further updates on how export restrictions could affect the company’s business and future demand.

4. Competition & AI Spending
Competition within the semiconductor industry, including from AMD, remains in focus. Investors may also assess whether the current pace of AI-related infrastructure spending by major technology companies remains sustainable.

Will NVIDIA’s latest earnings provide further updates on AI demand, Data Center growth and its outlook for the quarters ahead?

Source: Zacks Investment Research, 22 August 2026

21/08/2026

Anthropic is preparing for a potential public listing and is evaluating an IPO that could match or exceed SpaceX’s US$75 billion record offering, according to news. The company’s plans remain under discussion and could change.

The AI company reported preliminary second-quarter revenue of more than US$11.5 billion, compared with US$787 million in the same period of 2025. Anthropic is also working to finalize a revolving credit facility expected to exceed US$10 billion, while continuing to invest heavily in computing resources required to develop advanced AI systems.

Broadcom is reportedly in discussion to raise more than $60 billion in debt for an AI chip financing arrangement involving Anthropic and other companies.

This could include about US$30 billion of junior debt and a senior-secured tranche of roughly US$60 billion to US$70 billion, potentially bringing the total raise to US$100 billion.

The deal would follow a June partnership between Broadcom, Apollo and Blackstone to finance a US$35 billion expansion of Anthropic’s computing capacity using Broadcom’s custom chips and networking solutions.

The potential new debt would be issued through a special-purpose vehicle. The financing remains under discussion, and the figures have not been finalized.

Alibaba reported a 75% decline in net income for the June quarter, alongside a 75% increase in capital expenditure to 67.7 billion yuan.

The company said higher spending was primarily driven by changes in customer purchases, increased CPU-compute capacity and higher prices for a broad range of chip components.

Revenue rose 9% to 268.95 billion yuan, while cloud revenue increased 45% to 48.4 billion yuan. It also reported negative free cash flow of 44.7 billion yuan. Its US-listed shares fell 4.6% shortly after the market opened on Thursday.

20/08/2026

Marvell Technology shares rallied nearly 10% after the company disclosed an expanded agreement that would allow Google to purchase up to $12.2 billion of its shares. The deal covers up to 58.97 million shares at $206.58 each, tied to purchasing targets through fiscal 2033.

Marvell said the expanded partnership includes products that connect to Google’s Tensor Processing Unit ecosystem, including AI inference accelerators and storage and network interface controllers.

Moderna shares rose about 177% and Merck shares gained more than 12% after the companies reported initial Phase 3 results for a personalized cancer vaccine used with Keytruda in melanoma patients.

The combination met the trial’s main goal of significantly extending time without the cancer returning compared with Keytruda alone.

The companies plan to present the data at a future medical meeting and continue evaluating additional trial outcomes.

SK Hynix announced plans to buy back up to 24 million shares for 40 trillion won between Aug. 20 and Nov. 19, with the shares to be cancelled. The company also increased its shareholder return target to more than 50% of cumulative free cash flow for 2025–2027.

SK Hynix shares rose as much as 9% in Seoul after the announcement. The announcement came after shares had declined more than 50% over two months, amid concerns over the durability of AI hardware spending and the impact of its US listing on existing shareholders.

19/08/2026

Unitree Robotics shares rose 542% in early trading Wednesday as the Chinese humanoid robotics maker made its debut on Shanghai’s STAR Market. Shares reached 968.1 yuan after trading as high as 1,100 yuan earlier in the session.

The Hangzhou-based company raised about 6.1 billion yuan ($905 million) through its IPO. Its investors include Chinese AI company DeepSeek and technology company Tencent. Unitree develops humanoid and four-legged robots, including machines designed for object manipulation and hazard detection.

U.S. 30-year Treasury yield reached a new 19-year high on Tuesday before pulling back to 5.285%. The 10-year yield traded at 4.706%, while the 2-year yield stood at 4.175%.

The moves came as the U.S. fiscal deficit reached $432.3 billion in July, its highest monthly total since March 2021, bringing the year-to-date shortfall to nearly $1.8 trillion.

Inflation remained above the Fed’s 2% target, while higher oil prices amid Middle East tensions added to inflation concerns.

A trial involving Meta and 29 U.S. states began Tuesday in California over allegations concerning Facebook and Instagram's impact on young users.

The case could have financial and operational implications for Meta. The states are seeking potential penalties and, in some cases, changes to the company’s platforms, including age restrictions and limits on infinite scrolling.

Meta has rejected the allegations and maintains that it has strong protections in place for teenagers.

Oil prices moved higher in early trading Wednesday, with Brent crude up 0.29%, at $91.28 a barrel and WTI crude rose 37 cents to $85.31. Both contracts closed Tuesday at their highest levels since July 24.

Oil markets remained focused on uncertainty over shipping through the Strait of Hormuz following conflicting statements from the U.S. and Iran.

Separately, Iraq approved measures to export crude through alternative routes, while two Chinese shipping companies stopped sending oil tankers through Hormuz and the Bab al-Mandeb strait.

18/08/2026

Nvidia plans to provide up to $105 billion in financing and computing capacity for an OpenAI data center in Ohio. The project is designed to provide an initial 4.25 gigawatts of computing capacity, with an option for an additional 3.75 gigawatts.

SB Energy will build and manage the facility, while power infrastructure for up to 10 gigawatts will be developed by SB Energy and SoftBank. Nvidia will also invest $1.5 billion in SB Energy. The project is expected to come online in phases from 2028.

Nasdaq plans to expand trading on its U.S. stock market to nearly 23 hours a day, five days a week, with a new overnight session running from 9 p.m. to 4 a.m. ET. The proposed schedule would allow trading from 9 p.m. Sunday through 8 p.m. Friday, with a one-hour daily break for processing and transition.

The new session is currently expected to begin on December 6, 2026, subject to Securities and Exchange Commission approval and operational readiness. Overnight trading would have restrictions on certain order types, while Nasdaq also plans additional safeguards including static price bands and a separate market-data feed.

U.S. market indexes ended lower on Monday, with Dow shedding 272.63 points, or 0.51%, to close at 53,459.78. S&P 500 fell 0.52%, while Nasdaq Composite declined 0.32%.

Oil prices moved higher during the session, with WTI crude rising 2.6% to $84.50 a barrel and Brent crude gaining 2.7% to $90.87. The 30-year Treasury yield also reached its highest level since June 2007.

17/08/2026

Harvard Management Company reported holding 12.94 million SpaceX Class A shares as of June 30. The position represented more than half of the $4.3 billion in U.S. equities disclosed in the filing and was larger than its reported positions in Amazon, TSMC, Cerebras Systems and Nvidia.

According to The Information, Nvidia is in talks to invest as much as $3 billion in SB Energy, a SoftBank subsidiary developing large-scale power and data center infrastructure. The reported investment is connected to discussions around credit support for a planned OpenAI data center campus in Ohio.

The reported proposal could see Nvidia invest half of the amount when the project agreement is signed and the remainder as part of SB Energy’s planned IPO.

However, Reuters said the report could not immediately be independently verified, and Nvidia and SB Energy did not immediately respond to requests for comment.

Two people familiar with Anthropic’s financials told Reuters that the company is projecting roughly $190 billion to $200 billion in revenue for 2028. That figure is substantially above the more than $47 billion revenue run rate Anthropic publicized in May.

The report says the potential IPO valuation is being assessed against longer-term revenue forecasts as Anthropic continues to invest heavily in computing, model training and hiring. Cloudflare, Palantir and SpaceX are reportedly among the public companies being considered as valuation references. Anthropic did not immediately comment.

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