U.S. stocks closed: the S&P 500 Index has risen for six consecutive days as investors anticipate Trump to adjust the tariff policy.
① Amazon was forced to terminate the plan to display the impact of tariffs on commodity pages; ② China Concept Stocks fluctuated, and the Nasdaq China Golden Dragon Index fell by 0.3%; ③ Meta released an independent AI application aiming to create a personalized Asia Vets assistant; ④ Starbucks reported a Q2 revenue of 8.8 billion dollars, below market expectations.
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Super Micro Computer's performance forecast falls far short of expectations, plunging 20% in after-hours trading, dragging down NVIDIA and Dell.
Super Micro Computer's adjusted EPS preliminary data for the third quarter is between $0.29 and $0.31, significantly lower than the Analyst's expectation of $0.53. Revenue is estimated to be between $4.5 billion and $4.6 billion, with an expectation of $5.35 billion. Super Micro Computer stated that during the third quarter, due to delays in platform decisions by some customers, part of the sales have been pushed to the fourth quarter. Due to Super Micro Computer's performance drag, Dell's after-hours Trade dropped nearly 5%, HP Inc declined about 2%, and NVIDIA temporarily fell by 2.9%.
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Meta has released a standalone AI application aimed at creating a personalized Asia Vets assistant.
① Meta has launched an independent AI application, Meta AI, developed based on the large language model Llama 4, aiming to compete with ChatGPT and provide personalized AI assistant services; ② Meta AI supports voice conversations, helping users understand news, deal with personal issues, and features a social dynamics page along with image generation and editing capabilities.
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