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Super Micro's Guidance Cut Sparks 16% After-Hours Collapse: Is the AI Valuation Bubble Bursting?
TradingKey - Super Micro Computer (SMCI) reported lackluster core metrics in its fiscal Q4 earnings release on Tuesday, coupled with a significantly lowered revenue outlook for fiscal 2026, intensifying investor concerns. Shares plunged over 16% in after-hours trading.
TradingKey
Aug 6, 2025
Q2 Earnings Show AMD’s Strength Beyond the Blemishes — Sales to China Could Be a Game-Changer
TradingKey - AMD, the world’s second-largest AI chipmaker after NVIDIA, delivered a record-breaking second-quarter performance on August 5, with revenue and guidance exceeding expectations. However, investors reacted negatively to uncertainty around the resumption of chip exports to China, sending
TradingKey
Aug 6, 2025
Beauford Capital Confirms £200 Million Regeneration Pipeline as Portfolio Growth Accelerates
LONDON, UK - August 06, 2025 - (SeaPRwire) - Beauford Capital, the investment vehicle of Beauford Group, has confirmed that its development pipeline has reached £200 million, underlining a broader strategy that places regeneration at the centre of UK urban investment. With enquiries surging since the release of its secured bond offer, the group is now building momentum toward a projected £250 million portfolio by mid-2026.Rather than focus solely on scale, Beauford Capital's recent activity reflects a more precise ambition: to deliver high-yield, asset-backed returns through calculated acquisitions in overlooked urban pockets. According to the group's directors, this quiet precision—not volume—has driven investor trust and performance across a range of property categories."Growth without clarity is just noise," said Marie O'Neill, Director at Beauford Group. "We are not interested in speculative volume. Our projects begin with specific demand signals—student housing, high-street conversions, long-term rental demand—and we plan around those fundamentals."The company's strategy relies on sourcing and repositioning undervalued real estate, particularly off-market opportunities. These include the £51 million GDV Sea view Poole development, and a prime coastal town mixed-use project projected to return nearly £14 million and £4 million in net profit respectively. Its secured bond structure offers investor-first repayment and legal protections over both new acquisitions and existing assets, further enhancing its credibility in a cautious funding environment.Beauford Capital continues to prioritise cities with rising population density and economic redevelopment incentives. While expanding across the UK, the company is also preparing for select international acquisitions in Portugal, leveraging two decades of experience and a robust network of consultants, planners, and financial advisors."Our edge comes from experience; we do not advertise. It's built into every site we evaluate," added Marie O'Neill. "We have never been loud. We have always been early."About Beauford CapitalBeauford Capital is the investment division of Beauford Group, a UK-based development and regeneration firm with over 20 years of operational experience. Specialising in off-market property acquisitions, the company focuses on high-yield residential conversions, commercial redevelopment, and private rental sector assets across key urban centres.With a growing portfolio currently valued at £20 million and projected to reach £250 million within two years, Beauford Capital is emerging as a leading player in real estate investment. Its projects have received recognition for adding measurable value to urban regeneration zones, and its investor-first model offers security-backed returns and consistent demand-driven growth.Media contactBrand: Beauford GroupContact: Matie O'Neill, DirectorEmail: m.oneill@beaufordgroup.comWebsite: https://beaufordgroup.com06/08/2025 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
Aug 6, 2025
HK Movers | Tencent Rises 1.8%. Morgan Stanley Rates Tencent at Overweight with a Target Price of $650
Tencent Holdings rose 1.8% to a new high in nearly four years.Mobile game 'Valorant' is one of TENCENT's most important new releases this year, eagerly awaited by the market, according to Morgan Stanley's research report. As of July, pre-registrations have exceeded 50 million.The launch date is earl...Tiger News
Aug 6, 2025
HK Movers | Pop Mart Jumps over 5%. Pop Mart Is Expected to Log a Growth of over 1.8 Times in Its 2025 Earnings, DBS Says
Pop Mart stock rose 5.8% in Hong Kong on Wednesday. Fueled by strong demand for its IPs such as Labubu and Molly, POP MART is expected to log a growth of over 1.4 times and 1.8 times in its 2025 revenue and earnings, according to a report from DBS Group Research.Amid potential short-term headwinds l...Tiger News
Aug 6, 2025
24H｜Astera Labs Soars 17%; Upstart and Rivian Dip 4%; AMD Falls 6%; Snap Drops 15%; Super Micro Tanks 17%; Opendoor Plunges 23%
Astera Labs, a leader in semiconductor-based connectivity solutions for AI infrastructure, saw its shares surge 16.6% in overnight trading after reporting second-quarter earnings that significantly exceeded analyst expectations and issuing strong forward guidance.Centrus reported second quarter earn...Tiger News
Aug 6, 2025
Nvidia Says Its AI Chips Don’t Have A "Kill Switch" After Chinese Accusation
Nvidia on Tuesday rejected Chinese accusations that its data center GPUs for artificial intelligence include a hardware function that could remotely deactivate the chips, which is commonly called a “kill switch.”“NVIDIA GPUs do not and should not have kill switches and backdoors,”Tiger News
Aug 6, 2025
AMD expects Q3 revenue of around $8.7 billion, beating Wall Street forecasts
Advanced Micro Devices said on Tuesday it expects third-quarter revenue to exceed Wall Street forecasts, as businesses rush to beef up their artificial intelligence chip infrastructure. In after-hours trading, shares of the Santa Clara, California-based company fell about 4%Cryptopolitan
Aug 6, 2025
Post-Bell｜Wall Street Ends Lower; BWXT Up 18%; Palantir Up 8%; Snap Down 14%; SMCI Down 13%; Upstart Down 9%; AMD Down 4%
U.S. stocks ended lower on Tuesday as investors weighed the impact of tariffs after Yum Brands and other companies cited trade duties in their results or outlooks.Market SnapshotThe Dow Jones Industrial Average .DJI fell 61.90 points, or 0.14%, to 44,111.74, the S&P 500 .SPX lost 30.75 points, or 0....Tiger News
Aug 5, 2025
Top Calls on Wall Street: Nvidia, Oracle, Palantir, Block, QBTS, Novo-Nordisk, Meta and More
Here are Tuesday’s biggest calls on Wall Street:Deutsche Bank upgrades Palantir Technologies Inc. to hold from sellDeutsche Bank upgraded the stock following earnings and said it was “late,” but that the stock remains well positioned.“We were admittedly quite late to the party in appreciating how ...Tiger News
Aug 5, 2025
Crypto Stocks Fall as Bitcoin Drops Below $113,000 and Ethereum Dips Below $3,600; Coinbase down 6%; Circle, MARA, BTCS down 4%
Crypto stocks fell in Tuesday trading as Bitcoin dropped below $113,000 and Ethereum dropped below $3,600.Coinbase, Hut 8 fell 6%; Riot Platforms fell 5%; Circle, MARA, BTCS fell 4%; Strategy, SBET, GAME fell 3%; BTBT fell 2%.Coinbase Global, Inc. announced plans to raise $2 billion through a priva...Tiger News
Aug 5, 2025
AI-Powered P&C Insurer Lemonade Stock Jumps After Q2 Earnings Top Estimates, Strong IFP Guidance
Lemonade, Inc. stock climbed 29% in Tuesday trading after Q2 earnings and revenue topped Wall Street consensus estimates, helped by "accelerating growth, healthy underwriting performance, and excellence in expense management," the company said.The AI-powered P&C insurer still expects to exit 2026 w...Tiger News
Aug 5, 2025
Nuclear Stocks Rally. BWXT up 19%; NuScale Power up 11%; Oklo up 9%; Nano Nuclear up 8%
Nuclear stocks rose in Tuesday trading. BWXT up 19%; NuScale Power up 11%; Oklo up 9%; Nano Nuclear up 8%; Centrus up 4%; Energy Fuels up 2%.BWX Technologies Inc shares surged after the nuclear solutions provider reported second quarter earnings that significantly exceeded analyst expectations, dri...Tiger News
Aug 5, 2025
Can U.S. Stocks Keep Rising? Wall Street Voices Growing Divergence
TradingKey - After the S&P 500 Index hit a record high of 6,329, several major Wall Street banks have issued stark warnings. Morgan Stanley, Deutsche Bank, and Evercore ISI all cautioned this week that market valuations have entered overheated territoryTradingKey
Aug 5, 2025
Pre-Bell | Nasdaq Futures Rise 0.3%; Palantir Jumps 7%; Arteris Soars 58%; Trump Says May Not Run for US President Again
Stock futures were slightly higher early Tuesday, following Wall Street’s rebound, as investors followed the latest batch of corporate earnings. During a live interview on CNBC's "Squawk Box," U.S. President Trump said he may not run for U.S. President again.Market SnapshotAt 8:45 a.m. ET, S&P 500 f...Tiger News
Aug 5, 2025
BP Beats Q2 Expectations as CEO Highlights Major Oil Exploration Success
TradingKey – British Petroleum (BP) reported second-quarter 2025 results on Tuesday, delivering robust performance despite lower oil prices compared to the prior period. During the quarter, BP’s underlying replacement cost profit reached $2.4 billion, significantly exceeding the $1.81 billion...
TradingKey
Aug 5, 2025
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