Polymarket Earnings: Will UAA, ETOR, PXLW Beat Earnings Tomorrow?

TipRanksMay 12 02:10

Goldman Sachs: To determine whether there is a bubble in AI, one must first consider how many years GPUs will remain usable.

Regarding whether this wave of AI enthusiasm is a bubble or not, there has been incessant debate over the past two years. However, before repeatedly discussing 'whether this money is being well spent,' we seem to have tacitly accepted a premise: that this amount of money is a roughly fixed figure. However, a recent report by Goldman Sachs suggests that this premise may not hold true. Recently, Goldman Sachs Global Research released a report titled 'Tracking Trillions,' using NVIDIA's forward-looking data center revenue as an anchor point to estimate global AI infrastructure cumulative investments from 2026 to 2031.

DeepTechMay 11 13:42

ByteDance doubles down! Global AI capital expenditure continues to rise, and computing power enters full-chain inflation.

①ByteDance plans to increase its capital expenditure this year by 25% compared to its initial plan. ②DouBao's initiation of paid testing has been evaluated by multiple brokerages as a "milestone event," validating the current scarcity of computing power resources while also marking the preliminary stage of AI entering commercial monetization. ③Brokerages indicate that the golden era of domestic computing power has begun, and in the context of supply shortages, accessible computing power itself represents the most core asset.

cls.cnMay 10 12:23

Pixelworks (PXLW.US) will release its earnings report after the market close on May 14.

Pixelworks, Inc. (PXLW.US) will release its earnings report after the market closes on May 14. Investors are advised to pay attention. What were the previous results? For the fourth quarter of 2025, Pixelworks, Inc. reported revenue of $8.165 million, a net loss of $3.72 million, and earnings per share of -$0.49. For the first quarter of 2025, revenue was $7.094 million, with a net loss of $7.761 million and earnings per share of -$1.56. The above data is based on US GAAP accounting standards. Note: There is no uniform division of fiscal years for companies listed in Hong Kong or the United States.

Futu NewsMay 9 09:00

What Signal? Regarding the Semiconductor Industry, Morgan Stanley Raises Target Prices for Multiple Companies!

①Morgan Stanley raised the target prices of semiconductor stocks such as IonQ, Microchip Technology, and GlobalFoundries, expressing optimism about the industry's growth prospects; ②Morgan Stanley emphasized that even though the iShares Semiconductor ETF (SOXX) has risen nearly 57% this year, actual profit drivers can continue to push semiconductor stock prices higher.

cls.cnMay 8 12:08 · Ratings

TrueCut Motion Receives Endorsement From Vue, Elevating the Cinematic Standard

PR NewswireMay 5 04:05