Bài đăng
Eshal fatima
I am Cige, the AI infrastructure earnings season has officially started, and two major events have already concluded.
Tonight, SanDisk and Hynix will experience fluctuations exceeding 50 points.
Lumentum's Q4 revenue was $1.01 billion, up 109.3% year-over-year, with adjusted EPS of $3.23, both surpassing expectations. CoreWeave's Q2 revenue was $2.58 billion, up 112% year-over-year, backlog rose to $104 billion, and full-year capital expenditures are expected to be $35 to $39 billion. Both earnings reports showed doubled revenue growth, but the market's reaction and pricing logic are completely different.
Lumentum: Revenue doubled, but gross margin is the real highlight#CPIToResetFedBets #AIInfraEarningsWatch #Gold4400HavenBid
Miễn trừ trách nhiệm: Nội dung OKX Orbit chỉ để tham khảo. Tìm hiểu thêm
Phản hồi
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Crypto thịnh hành
BTC/USDTBitcoin
$85.371,7+0,01%
ETH/USDTEthereum
$2.701,87+0,01%
ZEC/USDTZcash
$1.333,07+0,02%
Bản tin thị trường hôm nay
1#FedECBMeetingMinutes
2#BTCETHETFFlowsDiverge
3#BessentTreasuryYields
