ARM (Minutes): The company is evaluating the feasibility of entering the 'physical chip' market.Regarding the frontline situation in the Hong Kong market concerning "stablecoins, RWA, digital exchanges," this interview with the CFO of OSL GROUP is worth a lookMicrosoft (Minutes): 1Q capital expenditure $30 billion, full-year expenditure higher in the first half and lower in the second halfNo copper tariffs, no interest rate cutsRobinhood：股票代币在手，美国散户王要无敌？The profit of LAOPU GOLD has tripled, but it has yet to establish an "indestructible golden body."Understanding the Market | Gold stocks fell across the board in the morning session as the Federal Reserve continued to maintain interest rates, and Powell's speech dampened expectations for rate cutsCATL (2Q25 Minutes): The growth of new energy vehicles in Europe continues, and local production capacity is gradually being released.Meta conference call: AI significantly enhances user engagement, capital expenditures will continue to "soar" next year, focusing on both talent and computing power, equipping AI glasses is a trendBitcoin, Ethereum Move Sideways, Dogecoin Falls Amid Jerome Powell's Hawkish Tone On Rate Cuts: Analyst Says Dip Temporary Before BTC HighsMicrosoft conference call: In the past 12 months, over 2 gigawatts of data center capacity have been added, the number of users for the Copilot product line has exceeded 100 million, and cloud migration business has become a growth engineMicrosoft, Meta, Nvidia, Qualcomm And Robinhood: Why These 5 Stocks Are On Investors' Radars TodayARM：“芯片税” 撑场面，烧钱之下订单 “有点冷”？Meta (Minutes): Investing in AI without hesitation, planning to invest 100 billion next year宁德时代：价格鏖战，宁王也难脱内卷困局？Helion Energy's first commercial fusion power plant - Orion officially begins construction to supply power to Microsoft in 2028Will the Federal Reserve cut interest rates in September? CICC's two teams have opposing viewsAzure 增长无极限？微软无愧 AI 总龙头CSC appoints vice chairman, a person with Huijin background takes officeA bid of 2.2 billion euros for the European consumer electronics retail leader, JD.com aims to achieve "one-hour delivery in Europe."Cryptocurrency trading nearly doubled, "American influencer brokerage" Robinhood's performance exceeded expectationsJust now! Zuckerberg wrote a letter: hinting at abandoning the open-source route and joining the ranks of close AI, aiming to build personal superintelligence in the next 10 yearsCICC: The Federal Reserve will not cut interest rates due to pressure from TrumpMeta’s “Off-the-Charts” SurgeBreakfast FM-Radio | July 31, 2025BlackRock: Stablecoins may exist for the long termOvernight News: U.S. stocks mixed, U.S. and South Korea reach trade agreement, Trump announces tariffs on imported copper, Meta and Microsoft earnings exceed expectationsEuropean stocks opened lower, Asian stock markets rose moderately, the dollar weakened, and the world is focused on the "super 72 hours."This Company Could Be the Amazon of Artificial Intelligence (AI) InfrastructureMeta glasses support Qualcomm's revenue slightly exceeding expectations last quarter, while the mobile business unexpectedly weakened, dropping 6% in after-hours trading | Earnings Report InsightsJD Group-SW decides to make a voluntary public takeover offer to CECONOMY and establish a strategic investment partnershipPrediction: This Artificial Intelligence (AI) Stock Will Outperform Nvidia by 2030Reminder: Please pay close attention to the following (all in Beijing time)The United States releases a report to strengthen its leadership in cryptocurrency5 Reasons Nvidia Stock Is Still a Genius Buy Right NowOverseas Headlines: The Federal Reserve maintains interest rates, Powell downplays September rate cut expectations, Microsoft and Meta both exceed earnings expectations, New York copper plummets 18%Arm's earnings report fell short of expectations, and it may transform into a complete chip manufacturer, dropping 8.5% in after-hours trading | Earnings Report InsightsMeta's revenue exceeded expectations and raised its performance forecast, with US stocks rising over 10% in after-hours tradingYun supports Microsoft's revenue growth accelerating by 18% last quarter, Azure's full-year revenue increased by 34%, AI spending reached a new high, and surged after hours | Earnings Report InsightsThe US stock market had its worst decision day performance since December, as Powell downplayed the expectations for a rate cut in SeptemberThe euro, Swiss franc, Australian dollar, New Zealand dollar, Nordic krone, and zloty all fell by at least 1% on "Federal Reserve Decision Day."Microsoft Sees Cloud Growth AccelerateTop 20 U.S. Stock Trading Volumes on July 30: NVIDIA Hits New High, Market Value Exceeds $4.37 TrillionMeta Beats Q2 Earnings Estimates, Issues Strong Guidance, Shares Surge To New HighsArm's invested AI chip company Ambiq surged 61% on its first day of trading, triggering two trading haltsMicrosoft Q4 Earnings Highlights: Double Beat, CEO Says 'Cloud And AI Is The Driving Force'Meta's Q2 revenue is $47.52 billion, expected $44.83 billionMicrosoft's revenue for the fourth fiscal quarter was $76.44 billion, while analysts expected $73.89 billion.
Revenue from Intelligent Cloud in the fourth fiscal quarter was $29.88 billion, with expectations of $29.1 billionQualcomm's adjusted revenue for the third fiscal quarter was $10.37 billion, while analysts expected $10.616 billion.
The expected revenue for the fourth fiscal quarter is between $10.3 billion and $11.1 billion, with analysts expecting $10.61 billion