MEXC Research
@MEXC_Research
Your 0-Fee Gateway to Infinite Opportunities.
Trade Crypto, Stocks, Gold, Silver, Oil and Prediction Markets in One Place. @MEXC
13 Following 230 Followers
Broadcom's ($AVGO) Q3 earnings show AI semiconductor revenue hit $16.7B, up 221% YoY, now 80% of its Semiconductor Solutions segment.
Demand isn't the question anymore, execution is.
Full breakdown here:
Show more
$DELL booked $60.9B in AI server orders this quarter, but only $16.4B became recognized revenue.
The gap adds to Dell's $95B AI server backlog, now up from $51.3B last quarter.
Why the delay? Dell cited AI chip and memory shortages as production constraints.
Show more
Dell's ($DELL) AI server backlog just hit $95B, up from $51.3B last quarter.
Orders are arriving faster than Dell can ship them. But backlog isn't revenue yet, component shortages could slow the pace.
Read the full earnings recap. 👉
Show more
Broadcom's ($AVGO) AI chip revenue is guided to hit $16.0B this quarter, up from $10.8B last quarter.
Custom silicon for Google & Meta is now doing the heavy lifting, not just GPUs.
Read the full earnings preview. 👉
Show more
Rising oil doesn't just hit energy stocks. It hits tech hardest.
Higher yields raise the discount rate on future earnings, hitting AI and growth stocks hardest.
Hormuz traffic near record lows, Fed hawkish odds for September.
Full breakdown.👉
Show more
NVDA +8.74%. MSTR +11.54%. Nasdaq +1.57%.
Tech and Bitcoin exposure drove the market higher. Now the focus shifts to Jackson Hole at 14:00 UTC.
Here’s what matters today ↓
Show more
Wall Street feared Marvell's ($MRVL) ASIC volume would dilute margins.
Instead, operating margin expanded, inventory days shrank, and options positioning suggests dealers have already priced out that risk.
Read the full article. 👉
Show more
The AI trade has more than one winner.
$NVDA posted $96.2B in Q2 revenue. $ANET climbed 5.92%. Now all eyes turn to $MRVL, with Data Center driving 76% of its revenue.
Read more ↓
Show more
Nvidia ($NVDA) beat expectations. But the market's already looking past it.
The real question: can AI demand hold up as memory costs squeeze margins and Rubin takes over the next leg of Nvidia's product cycle?
Read the full take. 👉
Show more
AI is back in focus. 👀
SMCI jumped 9.35%, NVIDIA earnings are next, and key macro data is coming.
Here’s what to watch today ↓
Nvidia reports Q2 earnings after the close today.
Last quarter it posted $81.6B revenue and $58.3B net income and the stock still dropped.
Markets price expectations, not headlines. Tonight's real test: does growth clear what's already baked into the price?
Full breakdown 👇
Show more
$SHEIN scaled fast. Growth didn't.
A look at the IPO fundamentals: the valuation has dropped from $98.2B in 2022 to as low as $25.8B in the current Hong Kong listing range.
Scale isn't the question anymore, profitability is.
Read the full article:
Show more
Nvidia ($NVDA) reports Aug 26. Options are pricing one of the largest single-session swings in market history.
The real test isn't the headline number, it's whether guidance clears an already elevated bar.
Full breakdown:
Show more
Bitcoin surged. Crypto stocks didn't follow. Tech cooled. Defensive names gained.
The market is sending mixed signals ahead of a key week for earnings and macro data.
From $MSTR and $NVDA to tonight’s data, here’s what matters ↓
Show more
Bitcoin rose. Tech stocks fell.
Not one story, but four running at once: a Treasury bond intervention, a weakening dollar, faster regulatory progress, and a crowded short trade unwinding.
One week of divergence isn't decoupling.
Read more:
Show more
MRNA up 177% in a day.
Phase 3 data shows Moderna's mRNA cancer therapy with Merck hit its key trial goals. Not approved yet, but the platform just got real validation.
Full breakdown here:
Show more
Unitree proved humanoid robotics can scale commercially, on quadruped revenue.
Tesla and Nvidia are pulling capital into the same trade.
Next test: lockups and real-world reliability.
👉 Read the full article:
Show more
Memory, not compute, is becoming AI's next bottleneck.
Sandisk ($SNDK) is surging on that shift, with Musk stating: "Few realize this."
👉 Read more:
Show more
Alibaba ($BABA) reports earnings Thursday, and it just made a move worth watching first.
Days before the print, it sold off its gaming studio, redirecting that capital straight into AI Cloud and Qwen.
The buybacks and divestments only build a floor. The real catalyst for a re-rating is cloud monetization.
Full breakdown:
Show more
What is Basecat (BASECAT)?
A meme coin on Base, built around a cat mascot in a blue hard hat tied to the network's own branding.
The appeal is the brand and the community. Not officially endorsed by Base or Coinbase.
Find out more:
Show more
