HK, US stocks top stories
Tech investors loved this earnings season — but the Iran war is piling pressure on the companies powering the AI boomSpaceX Accelerates IPO Plans, Targets June Nasdaq DebutForget Nvidia. 1 of These 3 Hyperscalers Could Be the Top AI Stock Through 2030.SG Morning Brief | Trump Calls Off Iran Strike, Yields Hit 2007 Highs, Nvidia Earnings LoomBIDU (Trans): Full-Stack AI Edge—Cost Efficiency & Deployment StabilityBIDU: Little Else to Lean On — All in on Kunlun chipsChina Apr retail sales: Q2 under pressure?Xiaomi YU7 GT launches Thu; Li Auto L9 misses ests., shares plunge | Daily News RecapBerkshire’s New CEO Greg Abel Triples Alphabet Stake to $23B: Is It Still a Buy?SG Morning Brief | Tech Selloff Erases Records as Warsh Era BeginsHTHT (Trans): Mid-to-upscale brands show stronger overall RevPAR recoveryHTHT: Leaner and unburdened, still a top performer in hotels!Leapmotor (Trans): Q2 GPM guide at 12–13%; confident to hit 1m unitsLeapmotor: Aiming for 1mn Units, Is GPM the First to Slip?Xiaomi YU7 GT slated for end-May launch; XPeng GX flagship to debut next week | Daily News RecapPrediction: Nvidia Will Deliver Another Blowout Earnings Report on May 20, but It Won't Move the Stock in a Big WayAMAT (Trans): Semi equipment up 30%+ for the year; GPM trending higherSMIC (Trans): Foundry prices edging higher; pricing tailwind to persistCapex Boom Ahead: Can AMAT Catch the Windfall?SG Morning Brief | Dow Retakes 50K, Cerebras Surges 68% in Biggest IPO of 2026Price hikes and a fresh story — is SMIC set to rally?JD (Trans): Q2 3C & Appliances Under Greater Pressure; Margins Set to Improve Further