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Today · 2026-08-01 · Sat

AT & T WENT UP BY MORE THAN 6% OVER A MONTH, AND Q2 WIRELESS USER GROWTH EXCEEDED EXPECTATIONS

ON 22 JULY, AT&T (T.US) EXPERIENCED AN INITIAL INCREASE OF 6 PER CENT, REACHING A MAXIMUM OF $23.63, UP FROM 4 JUNE. ON THE NEWS, AT&T EARNED AN INCREASE OF 2.3 PER CENT TO $31.6 BILLION IN THE SECOND QUARTER OF THE YEAR, WITH ADJUSTED GAINS OF $0.65 PER SHARE, HIGHER THAN MARKET EXPECTATIONS OF $0.59. DURING THE PERIOD, THE TELECOMMUNICATION OPERATOR ADDED 4.32 MILLION RADIO CALLS, SIGNIFICANTLY HIGHER THAN THE MARKET PROJECTION OF 3.25 MILLION. THE COMPANY REITERATED ITS TARGET OF $2.25 TO $2.35 PER SHARE OF REVENUE ADJUSTED FOR FISCAL YEAR 2026, WITH FREE CASH FLOWS OF OVER $18 BILLION。

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Benchmark reduced his profit expectations for Coinbase because of the weakness of encrypted money transactions

On 22 July, before the release of the financial statements next week, Benchmark reduced the profit expectations of Coinbase on the grounds that the encrypted currency transactions were weak. However, analysts point out that investors ignore the “sovereign value” implicit in the Clarity Act - For US$COIN, the bill may be more significant than the financial results of the second quarter of the company。

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GE Vernova fell by 7 per cent and wind and electricity continued to slow down overall profitability

On 22 July, GE Vernova (GEV.US) fell by over 7 per cent, reaching a minimum of $998.56. In the news, GE Vernova earned 22 to 11.1 billion United States dollars in the second quarter of the year, and the adjusted return of $2.47 per share was lower than the market forecast of $3.01, indicating that it would still take time for the purchase order increase to release profits. Wind and electricity operations continue to slow down overall profitability, with the EBITDA losses increasing by 630 basis points to $275 million in comparison to the current season, mainly affected by offshore wind and power delivery and cost pressures on land projects; the EBITDA is expected to lose approximately $400 million throughout the year。

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Mirai: If inflation does not slow down, Fed policymakers will lose credibility

On 22 July, Joseph Lavorgna, the chief American economist at the Bank of San Suai, Japan, said that if inflation did not slow, policymakers would lose hard-won credibility. In a report, Lavorgna indicated that the core inflation rate had declined only six times over the past 70 years, compared to 0.9 per cent or more. In each case, inflation slowed because the Fed was tightening its policy. Lavorgna states: “The longer the Federal Reserve waits, the greater the probability that interest rates will have to rise above the required level. That is why there have been so many austerity cycles in the past that ended in tragedy. President Walsh understands this.”

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FOUR TIMES THE BTC, $985 MILLION

According to Aunt Ai, “10 Big Targets First” was turned into a BTC after 4 times the dobitcoin profit. It stated in social media that BTC currently had a single surplus of $985 million, but did not disclose the specific size of the warehouse and the entry price. In combination with their previous trading scale, the current hold-up size is between $150 million and $200 million. Previously, the "10 Big Targets First" had been 4 times leveraged for Dobitcoin, at one time over $4.5 million. This time, after all the profits, it turned to empty。

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According to the source, OPPO, vivo refused Tristar electronics 2026Q3 storage. Price

On 22 July, the interface cited industry sources that OPPO and vivo had recently rejected the 3rd quarter 2026 storage offer for Samsung electronics. This offer represents a limited increase over this year ' s Q1 and Q2 prices. In general, downstream manufacturers, such as smartphones, are beginning to show a clear resistance to storage semiconductor prices and are reluctant to pay for the ever-high storage costs. In the short term, however, even if downstream brands choose to slow down memory replenishment, the overall dynamic of moving-end storage semiconductor supply below demand will not change. Particularly in the area of DRAM, server chips such as NVIDIA Grace / Vera CPU have generated a large demand for LPDDRs, crowding out the capacity that should have been assigned to smart phones. On the other hand, due to the sharing of the bottom-level technology base for NAND flash products, it is relatively easy to reallocate capacity to AI。

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ZHEJIANG: THERE ARE PLANS TO MOVE FORWARD WITH THE PLANNING OF A MAJOR AI PROJECT RESERVE TO ACCELERATE THE CONSTRUCTION OF THE AI INNOVATION DEVELOPMENT HIGHLANDS

On 22 July, according to the Zhejiang daily newspaper, on the afternoon of 22, the Governor of Zhejiang province, Liu Jie, presided over a plenary meeting of the provincial government. Liu Jie pointed out that the economic performance of the province during the first half of the year had been steady, new and successful, and that the “half-time and half-missions” had been successfully achieved, and that the responsibility for the “bringing of the economic province” had been strongly assumed. The provincial government system is to anchor the main objectives of economic and social development for the second half of the year, with a firm commitment to focus, specificity and depth, to further strengthen the incentives expected, to stimulate resilience, to adapt and apply the best practices, and to effectively increase the penetration of the implementation process, and to bring about overall productivity gains in key areas, key links and breakthroughs at key points. Zhejiang should be fully encouraged to develop a comprehensive approach to innovation, establish a sound government-led, market-led, multi-investment mechanism for basic research, improve the quality of science and innovation platforms, deepen the development of a test base for the application of national artificial intelligence, provide a comprehensive mapping of artificial intelligence and related industrial chains, and plan to develop a reserve for major artificial intelligence projects and accelerate the development of artificial intelligence innovation in highlands。

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OpenAI up to $700 billion in projected expenditure on cloud services for $30 billion in data centre construction

On 22 July, the Wall Street Journal reported that OpenAI was expanding its data centre and increasing its expenditure budget in that area. According to sources, OpenAI has increased its calculus expenditure projections to 2030 from about $600 billion earlier this year to about $750 billion. This increase reflects the fact that OpenAI is entering into a new agreement with the cloud computing service provider to quickly acquire the enormous calculus required for the development and operation of its AI model. On Wednesday, OpenAI indicated that $20 billion would be invested to launch the data centre project called “Camellia” in Efinham County, Georgia. The Vice-President of OpenAI Computing Strategy, Sachin Kati, stated that the company had entered into a contract with Georgia for power supply of 3.2 gigawatts between 2028 and 2032 and that the project costs were expected to exceed $30 billion. This could make the facility one of the largest data centres in OpenAI to date. According to sources, OpenAI hired Brent Mayo, one of the main architects of the Mask data centre construction project, to help ensure that the data centre project proceeded as planned。

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Institution: AMD Advancing AI 2026 Congress or Share Price Catalyst MI550X is expected to lead Britain Rubin Ultra

On 22 July, the latest report on widely distributed securities noted that the upcoming AMD conference “Advancing AI 2026” could bring multiple benefits to the company's share price, including the announcement of a new super-large AI client and the launch of a new-generation airframe accelerator, which is expected to further reduce the hardware gap with Ingweida. The analysts expect the conference to showcase the AMD technology road map and believe that AMD is continuing to narrow the hardware gap between Britain and Britain through MI450X, which is expected to lead。

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Reddit, the social platform, is reported to be considering terminating Google access to its platform

On 22 July, according to the Wall Street Journal, the top of the social platform Reddit was considering terminating Google access to its platform under the Alphabet flag, and negotiations were under way between the parties on the renewal of the existing data authorization agreement. In 2024, Reddit signed an agreement with Google, estimated at $60 million per year, to allow Google to access its forum content for AI development. Today, Reddit has shaken this agreement, and at the heart of the problem is the diversion of traffic. Google ' s AI-generated summary box is now available to answer user questions directly on the search page and users need not click to jump to external forums such as Reddit。

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