#BigTechEarningsWatch

Is AI really generating profits or just consuming cash flow? Tune in to chat in two hours～ Today at 16:00, @你的爱播Misa teams up with @月光🌙Moonlight @punk2898 🙌💎 @Unicorn🦄⚡️ to review the AI earnings reports of tech giants, breaking down who is making money and who is burning cash. There are 300 US stock compensation coupons and 100 VIP experience cards available in the live room 🧧 Actively interact and speak up to get an exclusive OKX limited edition T-shirt～ Click the link below to reserve your spot in the live room, lock in the "OKX中文" planet live broadcast, and understand global asset changes together～ #财报观察员：亚马逊指引不及预期，股价却反涨9%

Palantir Beat & Raise: Why Wall Street Can’t Look Away $PLTR just dropped one of the strongest AI earnings of the season. Q2: ∼$1.94B revenue, +93% YoY. EPS $0.41. Both beat estimates. They also hiked 2026 revenue guidance to ∼$8.15B. AI demand from gov + commercial isn’t slowing. The kicker: $3.37B in new contract wins and $1.22B in free cash flow. This isn’t just growth. It’s profitable AI. What it means for the AI supply chain: $NVDA - Palantir’s platform runs on GPUs. More AI deployments = more demand for Nvidia’s accelerators. $SKHYNIX - Bigger AI workloads = more HBM needed. SK Hynix is Nvidia’s key HBM supplier. $SNDK - AI infra needs fast storage. SanDisk NAND and enterprise SSDs stand to benefit. PLTR’s beat confirms one thing: AI is moving from hype to real revenue. If spending keeps ramping in H2 2026, the whole chain wins. #DailyOrbit #FedSplitGoesPublic #BigTechEarningsWatch $NVDA

Palantir Beat & Raise: Why Is Wall Street Paying So Much Attention to This AI Earnings Report? Palantir ($PLTR) has delivered one of the strongest earnings reports of the season, beating Wall Street expectations while raising its full-year revenue guidance. The company reported Q2 revenue of approximately $1.94 billion, up 93% year-over-year, while adjusted EPS reached $0.41 per share, both above analyst estimates. Palantir also raised its 2026 revenue outlook to around $8.15 billion, highlighting continued AI demand from both commercial and government customers. Another standout metric was $3.37 billion in new contract value signed during the quarter, alongside more than $1.22 billion in free cash flow, confirming that AI is now generating meaningful revenue and profitability. Impact on $NVDA Palantir's AI platform depends on advanced GPU infrastructure. As AI deployments expand, demand for Nvidia's AI accelerators is expected to remain strong, reinforcing confidence in its AI data center growth. Impact on $SKHYNIX Growing AI workloads increase demand for High Bandwidth Memory (HBM), where SK Hynix is a leading supplier to Nvidia. Continued AI expansion supports stronger HBM demand, revenue growth, and healthy margins. Impact on $SNDK AI infrastructure also requires high-performance storage, creating opportunities for SanDisk's NAND Flash and enterprise SSD solutions. As global AI investment continues, demand for advanced storage is expected to improve. Palantir's "Beat & Raise" is more than a strong earnings report. It reinforces the strength of the AI supply chain, with $NVDA, $SKHYNIX, and $SNDK all positioned to benefit if AI investment continues accelerating through the second half of 2026. #PalantirBeatAndRaise #KoreaETFVolDown90 #AMZN50BForOpenAI $SNDK $SKHYNIX $NVDA #FedSplitGoesPublic #PalantirBeatAndRaise #BigTechEarningsWatch

Ahead of SpaceX's Aug. 4 earnings, I think the most important business to watch isn't Starship. It's Starlink. $SPCX Starlink has become the company's largest revenue and cash flow engine. The key questions are simple. Is the subscriber base still growing? Can revenue and margins continue to expand? Can Starlink generate enough cash flow to support the massive investments in Starship and AI infrastructure? In my opinion, the answers to these questions may matter more than the headline EPS.

> Qwen 3.8-Max > $PLTR blowout earnings > $AMD earnings tomorrow and $SNDK on wednesday ...implied moves of 9% and 19%, respectively imagine being on vacation in europe right now thinking these are the dog days of summer. IMAGINE#FedSplitGoesPublic #BigTechEarningsWatch #PalantirBeatAndRaise

Earnings Week Ahead: The Week That Could Decide the Next Move for $BTC, $ETH, and AI-Related Stocks Global financial markets are entering one of the most important weeks of the earnings season. A wave of major companies is set to release quarterly results, while investors closely monitor $BTC, $ETH, and leading AI-memory stocks, where global risk appetite is being shaped. For the crypto market, sentiment remains highly sensitive. If technology companies continue to deliver earnings that exceed expectations and provide optimistic guidance, capital could flow back into risk assets, supporting further upside for $BTC and $ETH. However, even a few disappointing reports or weaker outlooks could trigger profit-taking from Wall Street into digital assets. A major spotlight remains on the AI memory sector. $xSKHYNIX recently reported strong revenue and profit growth, driven by surging demand for High Bandwidth Memory (HBM) used in AI. However, the market's reaction showed expectations were already high. Investors are rewarding not only strong earnings but also compelling forward guidance. Meanwhile, $xSNDK has become one of the most closely watched names heading into its earnings release. Many analysts believe the long-term shortage of AI memory supply could continue to support the company's growth, but expectations remain elevated. A strong earnings beat could reinforce bullish sentiment across the semiconductor industry, while weaker-than-expected results may trigger a short-term correction. This is more than another earnings week—it is a critical test of global liquidity and investor confidence. If Wall Street confirms that the AI growth cycle remains intact, $BTC, $ETH, and other risk assets could benefit from renewed momentum. If corporate guidance disappoints, volatility is likely to increase across equities and crypto. Earnings Week Ahead is widely viewed as the most important catalyst of early August, with the potential to shape the near-term direction of cryptocurrencies and leading technology stocks. #EarningsWeekAhead #AMZN50BForOpenAI #OKXOrbitTopics

Morgan Stanley just slashed Circle’s price target from $106 to $38 and cut the rating to Underweight. The bank cited slower-than-expected USDC growth, heavy reliance on reserve income, and rising competition from tokenized money market funds. Shares dropped hard on the news, adding pressure across crypto equities. This matters because Circle sits at the center of regulated stablecoin infrastructure. When a major Wall Street firm questions the durability of USDC balances and take rates, it tests confidence in the entire stablecoin stack that underpins trading, DeFi, and institutional flows. Tokenized cash products are no longer theoretical competitors, they are already reshaping the reserve landscape. In my view this is a healthy stress test rather than a death sentence. The market is forcing issuers to prove real transaction demand beyond crypto trading. $BTC remains the liquidity anchor while $ETH continues to attract selective treasury buying. $SOL, $XRP and $BNB feel the broader risk sentiment. $ADA, $AVAX, $LINK, $DOT, $UNI, $INJ, $ALGO, $ENA, $DOGE and $HYPE all trade with an eye on stablecoin velocity and institutional comfort levels. Circle reports earnings later this week. The next few sessions will show whether this downgrade is a temporary overhang or a deeper recalibration.

$BTC Next week's earnings could offer fresh insight into both AI and crypto—but one report stands out. Palantir, AMD, and other major tech names may provide additional signals on AI demand, though much of that theme has already been reflected in recent earnings. The report I'm watching most is Circle. Recent results from several crypto-related companies have pointed to softer trading activity. The key question now is whether capital is actually leaving the digital asset ecosystem—or simply shifting into different forms. USDC trends could provide another data point on market liquidity and institutional participation. Strong stablecoin activity may suggest capital remains engaged, while weaker growth could indicate a slower flow of funds. Sometimes the most important earnings report isn't about revenue alone—it's about what it reveals regarding broader market sentiment. $BTC $ETH #DailyOrbit

I've always wanted to buy $SPCX, but don't rush to buy yet, wait for the Q2 earnings report to come out. SpaceX will announce its Q2 2026 earnings. The company plans to release quarterly financial and operational data after the U.S. market closes on August 4. This might be a highly watched tech growth earnings report by the market. Currently, the market expects SpaceX Q2 revenue to be around $BTC 6.88 billion, but it is still in a high investment phase, so profitability will be a key focus. In the next decade, the focus might be on AI computing power, energy, satellites, robotics, and space infrastructure. And SpaceX is becoming one of the most important nodes in this industry chain. But let's wait for it to drop a bit more; I see a bottom-buy opportunity around 80, and will build a position below 100. #30YrYieldTopOrStart #USJapanYenIntervention #EarningsWeekAhead

#FinancialReportObserver: Four Key Earnings Releases Next Week, Circle as the Grand Finale Next week, four critical earnings reports will be released in quick succession: Palantir, AMD, SpaceX, and Circle will appear one after another. The first three mainly validate the demand strength in the AI industry, while Circle, as the grand finale in the crypto ecosystem, holds the highest reference value for the crypto community. Key highlights of the four earnings reports 1. Palantir Growth in AI government and enterprise software orders, reflecting institutional willingness to pay for AI, with data impacting AI concept risk appetite. 2. AMD Revenue guidance for AI server chips, a barometer for the health of the storage and computing power supply chain; focus on capital expenditure and customer order outlook. 3. SpaceX (SPCX) First earnings report after listing, combined with a trillion-level unlocking window; watch Starlink revenue, burn rate, and Starship test flight schedule. As a high-beta tech stock, sentiment may spill over to risk assets. 4. Circle (CRCL) · Grand Finale Focus Q2 earnings to be announced at 8 PM Beijing time on August 5. Four core indicators: USDC circulation, reserve income, distribution costs, and progress in trust license business. Coinbase and Robinhood's crypto business revenues have weakened, and USDT growth has stalled. The market's core question: Are institutional funds truly exiting the crypto market, or just shifting into compliant stablecoins to wait and see? - ✅USDC circulation increases: Indicates institutional funds are lurking on exchanges, a potential positive for the crypto market. - ⚠️USDC circulation shrinks: Means the stablecoin pool is contracting overall, with liquidity under further pressure. Implications for crypto market linkage Note: Circle reflects institutional fund levels and serves as a mid-term leading indicator. It may not cause sharp moves on the day but will guide the underlying environment for subsequent market trends. Personal opinion, for reference only. $BTC $ETH $CRCL $SPCX

Next week’s earnings could tell us a lot about where both AI and crypto are headed, but there’s one report I’m watching closer than the rest. Yes, Palantir and AMD will drop updates and give us more color on AI demand. But honestly, most of that story is already priced in. The market has heard it before. The one that actually matters for digital assets is Circle. Other crypto names that reported recently showed softer trading. That leaves a big question on the table. Is money leaving the ecosystem, or is it just rotating into different corners of it? That’s why USDC data is important. USDC activity is a clean read on liquidity and institutional presence. If stablecoin usage is strong, capital is still here and just moving differently. If growth slows, it likely means fewer dollars are flowing in. Earnings aren’t always about beating on revenue. Sometimes they’re about the signal behind the numbers. Circle’s report could give us exactly that signal for $BTC and $ETH. Watch the flows, not just the headlines. #EarningsWeekAhead #USJapanYenIntervention #30YrYieldTopOrStart $SOL $GRVT $GIGGLE