YUMC (Trans): Faster Response, More Openings After Taking Brands In-houseMSFT: Tides Turn — Old Guard Back in Favor?ARM: Big Tech Pullback; Is the Sky-High Valuation Cooling?SBUX: Past the Darkest Hour, Reborn?QCOM: As AI hype fades, when will smartphones rebound?META's Awkward Spot: Big Promises, Big Spend, No PayoffHOOD (Trans): Faster product rollout; expense guide cutSBUX (Trans): Raises margin guidanceARM (Trans): Core biz red-hot; new biz demand surgingMSFT (Trans): CY26 capex revised to approx. $175 bnQCOM (Trans): Initiated double-digit product price hikesMETA (Minutes: No 2027 Capex guidance; racing to build compute capacity in the next two years.SOFI Trans: Raises FY rev. guide, EBITDA flatEDU (Trans): FY guidance 14–18%, K-12 up 20%Fed rate decision out overnight; Xiaomi Pengcheng SUV to debut tomorrow night｜Daily News RecapSK hynix: Memory Rally Over; Are LTAs the Safe Harbor?BE: Delay Fears Aside, Set to Ride the AI Power Crunch?SK hynix (Trans): LTAs include deposits; capacity adds won't cause immediate oversupplyBE (Trans): Raises FY guidance across the boardKO: AI Rout; Is Buffett Bleeding Again?