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Top Calls on Wall Street: Palantir, CoreWeave, Robinhood, Starbucks and More
Here are Wednesday’s biggest calls on Wall Street:Morgan Stanley reiterates Starbucks as overweightMorgan Stanley said it’s sticking with Starbucks following earnings.“An improving story; debate about earnings power not going away. We are OW rated.”Bernstein reiterates Robinhood as outperformBernste...Tiger News
Wed, Apr 29
Sofi Non-GAAP EPS Of $0.12 In-Line, Revenue Of $1.1B Beats By $50M
Sofi (SOFI): Q1 Non-GAAP EPS of $0.12 in-line. Revenue of $1.1B (+42.7% Y/Y) beats by $50M.Sofi shares fell 6% in premarket.Total Loan Originations at a record $12.2 billionMember growth up 35% to a record 14.7 million membersProduct growth up 39% to a record 22.2 million productsFor the first quart...Tiger News
Wed, Apr 29
BOE: Capacity curbs collide with the World Cup — will the price hike last?
BOE Technology (000725.SZ) released its Q1 2026 results (ended Mar 2026) after the A-share close on Apr 29 (Beijing time). Key takeaways are below:1. Overall results: BOE posted revenue of RMB 51.0 bn in Q1 2026, +0.8% YoY. Panel ASPs were slightly lower YoY (~2%), implying shipment volume likely ro...Dolphin Research
Wed, Apr 29
First CNY After Reopening: Did CTG Duty Free Pass?
Tonight, $CTG DUTY-FREE(601888.SH) (CTG Duty Free) released its Q1 2026 results. As the annual report was just out, the thesis is broadly unchanged, so Dolphin Research offers only a brief take:1) Top line not inspiring: Q1 2026 revenue was approx. RMB 16.9bn, up nearly 1% YoY. Growth decelerated vs...Dolphin Research
Wed, Apr 29
Geely: Per-car net profit on par with BYD; big comeback?
$GEELY AUTO(00175.HK) released its Q1 2026 results at Hong Kong midday on Apr. 29 (HKT). While headline revenue and NP attributable to shareholders missed, the core metrics of GPM and per-vehicle core OP rose against the cycle, underscoring strong operating resilience.1. Revenue slightly below, but ...Dolphin Research
Wed, Apr 29
LKNCY: Sales Up, Profits Lag — When Will the 'Little Blue Cup' Shake Off the 'Delivery Hangover'?
Luckin Coffee (LKNCY) released its Q1 2026 results (for the quarter ended Mar 2025) before the U.S. market open on Apr 29, 2026 Beijing time. Revenue held up well despite rapid store expansion, slightly beating estimates, but the old issue remains: a higher delivery mix continues to inflate fulfillm...Dolphin Research
Wed, Apr 29
Crypto Daily | Bitcoin Rises to $77,020; Strategy's STRC Preferred Stock Gains Momentum with $8.5 Billion Notional Value
Crypto Daily is our column tracking crypto market trends, offering timely insights and valuable updates to keep you informed.Crypto NewsBitcoin(BTC) Rises to $77,020 with a 0.2% Increase in 24 HoursBitcoin rose to $77,020, with a narrowed 0.2% increase in 24 hours.Prediction Market ETFs Set to Launc...Tiger News
Wed, Apr 29
Asian Stocks Mixed, Nikkei Declines on Rising Energy Prices
Asian equity markets are trading mixed on Wednesday, following overnight losses on Wall Street as investors digest the latest developments surrounding the Organization of the Petroleum Exporting Countries (OPEC), along with a report highlighting signs of weakness at OpenAI.Fxstreet
Wed, Apr 29
China Suspends Autonomous Driving Permits After Baidu Outage, Bloomberg Reports
China has suspended issuing new licenses for autonomous vehicles, according to people familiar with the matter, after dozens of Baidu’s Apollo Go robotaxis suddenly stopped in Wuhan last month, stranding passengers and disrupting traffic, Bloomberg reported.Baidu shares both dropped more than 2% in ...Tiger News
Wed, Apr 29
DBS Earnings Coming Up, 3 Key Developments to Watch This Earnings Season
DBS will release its 2026 first quarter (1Q2026) results report on April 30, 2026.As the largest bank in Singapore, it is facing two completely opposite challenges at the beginning of the new fiscal year.On one hand, the lower benchmark interest rates in Singapore and Hong Kong have been having an a...Tiger News
Wed, Apr 29
HK Movers | Lithium Mining Stocks Rise; Tianqi Lithium up 5%; Ganfeng Lithium up 2%
HK lithium mining stocks rose in the morning trading on Wednesday.Tianqi Lithium rose 5%; Ganfeng Lithium rose 2%; Zijin Mining rose 1%.Tianqi Lithium announced its first-quarter results. Under the China Accounting Standards, revenue reached RMB5.128 billion, up 98.4% YoY. Net profit attributable to...Tiger News
Wed, Apr 29
Nio Onvo L80 5-Seat SUV Opens Pre-Sales Below L90 Price, Set for May 15 Launch
The Onvo L80 is available for pre-sales starting at 245,800 yuan ($35,940) including the battery pack, 7.52% lower than the L90.The new model will be available for user test drives starting May 1, with its official launch scheduled for May 15.Nio Inc sub-brand Onvo is expanding its product lineup wi...Tiger News
Wed, Apr 29
Maiyue Technology (2501.HK) Deepens Presence in ASEAN Markets, Initiating Value Revaluation in the Dawn of the AI Agent Era
The year of 2025 is widely recognized as the pivotal turning point for Artificial Intelligence (AI) as it moves from conceptualization to large-scale application. Maiyue Technology Limited (“Maiyue Technology”, the “Company” , stock code: 2501.HK), a leading AI application enterprise listed on the Hong Kong Stock Exchange, released its 2025 annual results in March. The financial report reveals leapfrog growth in the AI sector:Total Revenue: Approximately RMB 403 million, a year-on-year (YoY) increase of 46.6%. Annual Profit: Approximately RMB 5.443 million, representing a massive surge of about 5,300% compared to the previous year.This stellar performance reflects Maiyue Technology’s strong execution within the "AI+" initiative and signals its competitive leadership position in the upcoming "Year of the AI Agent".Earnings Breakthrough: Synergizing Software and Hardware for New Profit FrontiersNational and local policies in China have provided a clear strategic direction for AI development. Initiatives such as the State Council’s guidelines on deepening the implementation of the “Artificial Intelligence (AI) Plus” and Guangxi's “Three-Year Action Plan for Deeply Implementing the AI+ Initiative (2026-2028)” emphasize a development path of "R&D in North/Shanghai/Guangdong + Integration in Guangxi + Application in ASEAN," which serves as a roadmap for the Company’s strategic layout.The robust growth of the financial result of the Company is primarily attributed to the surging demand for integrated IT solution services. In FY2025, this segment contributed approximately RMB 298 million in revenue, a 59% YoY increase.The Company has demonstrated outstanding technological capabilities in enhancing the application of AI:For technical innovation, the Company has deeply adapted to domestic large models like DeepSeek and Qwen, while maintaining compatibility with international models such as GPT, Gemini, and Claude Opus. By integrating cutting-edge technologies like OpenClaw, the Company has independently developed an AI Agent platform, breaking through key bottlenecks in multi-modal interaction, computing power scheduling, and data security.For product innovation, offerings have expanded from software to integrated hardware, including AI computing all-in-one machines, AR glasses, and translation hardware, achieving the integration of software, hardware, and application scenarios. In terms of scenario innovation, Maiyue Technology insists on applying AI to real-world scenarios to solve actual problems. The AI Data Assistant lowers the barrier to data analysis, the AI Writing Assistant enhances office efficiency, and AI Digital Humans are deployed in government, education, and customer service, ensuring that innovation creates tangible value.The Company is actively exploring immersive service scenarios for smart agriculture, industrial inspection, smart tourism, and mental health companionship by combining AI Agent technology with interactive hardware like AR glasses and holographic projection booths. This deep integration of "intelligent agents + scenarios" is continuously providing opportunities for profit growth for the company.Strategic Layout: Rooted in Guangxi, Radiating Across the "Digital Silk Road"While domestic and international AI applications are exploding, significant gaps remain in sectors like smart education, digital government, and industrial manufacturing. Notably, the AI market in ASEAN countries is still in its infancy, offering vast opportunities.As one of the Top 10 Internet Enterprises in Comprehensive Strength in the Guangxi Zhuang Autonomous Region, Maiyue Technology leverages its unique position to radiate technological power into ASEAN.On April 17, 2026, To Lam, General Secretary of the Communist Party of Vietnam and President of Vietnam, led a high-level delegation to visit the ASEAN AI Innovation and Cooperation Center in Nanning, China. The center serves as a vital gateway for Chinese enterprises to deeply tap into the potential of the ASEAN market. The first phase of the related projects covers an area of approximately 7.78 square kilometers, with the center itself boasting a construction area of 19,000 square meters.During the visit, President To Lam personally tested and experienced the AI translation glasses developed by Maiyue Technology. This high-level endorsement underscores Maiyue Technology’s regional leadership in language analysis and wearable devices, signaling immense growth potential for Chinese AI products in Vietnam and the broader ASEAN market.On April 17, To Lam, General Secretary of the Communist Party of Vietnam and President of Vietnam, tries on Maiyue Technology’s AI translation and teleprompter glasses at the China-ASEAN AI Application Cooperation Center. On the far right is Mr. Li Changqing, Chairman of Maiyue TechnologyAbout Maiyue Technology Limited (2501.HK)Maiyue Technology is a leading integrated IT solution service provider dedicated to deeply integrating AI, big data, and cloud computing into industry applications. With a focus on smart education, digital government, and intelligent wearable devices, the Company aims to build a new AI industrial highland that is "based in Guangxi, radiating nationwide, and facing ASEAN".29/04/2026 Dissemination of a Financial Press Release, transmitted by EQS News.The issuer is solely responsible for the content of this announcement.Media archive at www.todayir.comEQS
Wed, Apr 29
Behind HK$351 Target Price from Deutsche Bank: Xunce (03317) ARR Surges 300% QoQ
On April 27, Deutsche Bank released a research report on Xunce Technology (03317). It set a target price at HK$351, implying an upside of over 20% to the prevailing market price, and reaffirmed a "Buy" rating.Founded in 2016, Xunce Technology has completed seven financing rounds to date, with shareholders including Tencent, KKR, Yunfeng Fund, Taikang Life and SPD Bank. Its valuation has surged more than 530 times since the Series A round, marking a remarkable victory for long-term institutional investors that have backed Xunce for nearly a decade.Yet these top-tier institutions are betting on more than a single company. They are positioning for a fast-evolving megatrend - the token economy.The core of the token economy lies in shifting the billing basis from "software access" to "value consumption". Under the traditional SaaS model, as clients pay fixed subscription fees, vendor’s revenues are not linked to the actual value delivered. The token model bills based on usage: higher consumption and value creation amplify vendor’s revenue.Driven by the evolution of AI agents, token demand will grow exponentially. According to Frost & Sullivan, China’s real-time data infrastructure and analytics market reached RMB 18.7 billion in 2024 with a penetration rate of merely 3.6%, and is projected to hit RMB 50.5 billion by 2029 at a 22% CAGR. In this highly underpenetrated market with booming demand, Xunce secures a leading foothold in the AI real-time data infrastructure market.What role does Xunce play amid this trend? Deutsche Bank defines Xunce as a "data fuel supplier" and "billing center". Being a “data fuel supplier” suggests that, unlike general large language model developers, Xunce focuses on vertical sectors, leveraging domain-specific data expertise to deliver highly accurate data to support decision-making for enterprises. “Billing center” represents the core of Xunce’s business model: billing every AI call as a critical toll station in the token economy era.Deutsche Bank noted that this vertical Token-as-a-Service (TaaS) model grants Xunce a unique premium, decoupling its revenue from general computing costs and driving its non-linear growth alongside clients’ business workflow expansion. Xunce is building its token pricing system across three dimensions: data scarcity, call frequency and modular scalability.Xunce currently offers three monetization models: traditional subscription, transaction-based billing, and the fast-scaling token-based billing. Management revealed that token-driven revenue now accounts for roughly 5% of total revenue, with a target of 20%-30% by the end of 2026. In April 2026, annual recurring revenue (ARR) from token usage surged 300% quarter-on-quarter, proving token services have become Xunce’s new growth engine.Deutsche Bank forecasted that as the shift advances, Xunce’s adjusted net profit margin will rise from 6.9% to 24.4% between 2025 and 2028, with its revenue CAGR estimate being upgraded from 57% to 76%. The next three years will be a critical window for Xunce to unlock accelerated profit growth.Started with the asset management sector, Xunce has expanded into highly regulated sectors demanding strict data accuracy and compliance, including insurance, banking, energy and telecommunications. On the one hand, high switching costs sustain the stickiness of its existing clients. On the other hand, Xunce’s footprint extends to more than 10 sectors, such as finance, telecoms, power, energy and consumption. Compared with Palantir’s 17 vertical sectors in the U.S., Xunce still boasts substantial upside for expansion.Moving forward, Xunce is accelerating its expansion into key livelihood-related sectors including power, telecoms, healthcare, energy and robot training platforms. Starting from 2025, it further extends its AI infrastructure business into emerging sectors such as robotic data platforms and commercial aerospace.In the AI era, the real money is made not by the gold diggers, but by the shovel sellers. Those who upgrade basic shovels into "intelligent excavators" stand to earn the most reliable returns. And Xunce is emerging as one of them. As token becomes the fundamental currency of the AI world and every model call runs through billing centers, Xunce’s revenue will be deeply tied to the prosperity of the entire AI industry.29/04/2026 Dissemination of a Financial Press Release, transmitted by EQS News.The issuer is solely responsible for the content of this announcement.Media archive at www.todayir.comEQS
Wed, Apr 29
SG Morning Brief | Chip Stocks Slide on OpenAI Doubts, All Eyes on Fed and Mag 7
US OvernightThe S&P 500 fell 0.49% to 7,138.80, snapping a streak of record closes. The Nasdaq Composite dropped 0.9% to 24,663.80, and the Dow shed 25.86 points (-0.05%) to 49,141.93. The 10-year Treasury yield rose 2.4 bps to 4.36%.Longport
Wed, Apr 29
Storage Stocks Surge After Seagate Earnings; NXP Semiconductors Pops 16%; Robinhood Sinks 9%
Shares of storage companies jumped in overnight trading, after strong revenue and profit forecasts from Seagate Technology signaled that spending by enterprises on artificial intelligence equipment will remain strong.Tiger News
Wed, Apr 29
Top 10 US Stock Gainers (4.28)
Kforce.com(KFRC) rose 43.3%, with a trading turnover 79.1 Million USD, and a year-to-date rose 50.5%. Kiniksa Pharmaceuticals(KNSA) rose 23.48%, with a trading turnover 157.2 Million USD, and a year-to-date rose 30.5%. Omnicell(OMCL) rose 20.94%, with a trading turnover 98.9 Million USD, and a year-to-date rose 0.5%.Longport
Tue, Apr 28
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