# Сопутствующие статьи по теме Earnings

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Earnings", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Must-Watch Next Week｜White House to Convene Banks and Crypto Industry for CLARITY Talks; Strategy to Release Q4 Earnings (Feb 2-8)

Next week (February 2-8) features several key events in crypto, finance, and policy. The White House will host a meeting with banking and crypto industry executives on February 2 to advance the stalled CLARITY Act, focusing on stablecoin regulation. Trump Media & Tech Group sets February 2 as the record date for its digital token distribution. Uniswap launches its token auction feature on the web app, while Rainbow Wallet begins a CCA auction for its RNBW token. ZAMA Pre-TGE认购 and Aster’s airdrop Phase 6 also start on February 2. On February 3, Australia’s central bank will release its interest rate decision, and CoinList begins the public sale for AC’s new project Flying Tulip (FT). Stable Protocol upgrades on February 4, making USDT0 the native gas token. February 5 sees the Bank of England and European Central Bank announcing rate decisions. Strategy will report Q4 2025 earnings, and Rainbow may conduct its TGE. YO Protocol opens claims for its genesis airdrop. The US releases January non-farm payroll data on February 6. Additionally, Berachain faces a February 6 deadline for certain VC refund rights. No major events are scheduled for February 7-8.

marsbit02/01 02:56

Must-Watch Next Week｜White House to Convene Banks and Crypto Industry for CLARITY Talks; Strategy to Release Q4 Earnings (Feb 2-8)

marsbit02/01 02:56

Tech Giants' Earnings Report "Face Change", Why Did Bitcoin Fall Deeper Than the Nasdaq?

Bitcoin experienced a sharp decline, dropping around 7-8% to near $82,000, its lowest point since last November. The downturn was triggered by a sell-off in tech stocks, particularly after Microsoft’s earnings report raised concerns over AI investment returns despite revenue growth. This sparked a downturn in the Nasdaq and S&P 500, which spilled over into crypto markets. Additional factors included heightened geopolitical tensions between the U.S. and Iran, fears of a U.S. government shutdown, and internal market vulnerabilities. Large-scale liquidations exceeded $800 million, exacerbating the sell-off. Moreover, Bitcoin ETFs saw net outflows, and retail participation dwindled, reducing market support. While most holders remain profitable, the market's structure remains fragile, and further declines may occur if negative macro conditions persist or worsen.

比推01/30 13:48

Tech Giants' Earnings Report "Face Change", Why Did Bitcoin Fall Deeper Than the Nasdaq?

比推01/30 13:48

Meta's Big Bet on AI: Investing $135 Billion, Is Zuckerberg in 2026 Worth Believing?

Meta is making a massive $135 billion bet on AI by 2026, a near-doubling of its capital expenditures from the previous year. This aggressive investment comes after the company reported strong Q4 2025 and Q1 2026 results that exceeded market expectations, with revenue reaching $59.9 billion (up 24% YoY) and EPS at $8.88 (up 11% YoY). The market responded positively, with Meta's stock surging over 10%. Unlike its previous metaverse gamble, which resulted in nearly $80 billion in cumulative losses for its Reality Labs division, this AI investment is already showing tangible returns by directly improving Meta's core advertising business. AI-driven enhancements to recommendation and ad delivery systems have increased ad prices by 6% and impressions by 18% in Q4. Key growth drivers include the strong performance of Instagram Reels and the accelerated commercialization of WhatsApp, which is expected to become a major revenue stream. CEO Mark Zuckerberg emphasized that the company's goal is to develop "superintelligence," and this investment is part of a long-term strategy involving talent acquisition, computational infrastructure, and organizational restructuring. To fund this, Meta is reallocating resources, including cutting about 10% of Reality Labs staff. The company's approach differs from competitors like Google and Microsoft by focusing on internalizing AI to enhance its existing massive user traffic and monetization engines, rather than primarily selling external AI products or cloud services. However, this high-stakes strategy carries significant risk; if revenue growth or ad efficiency fails to keep pace with the soaring costs, market tolerance could quickly diminish. Ultimately, Zuckerberg believes the greater risk for Meta is not being aggressive enough in AI investment, as falling behind in the AI race could be more damaging than the financial cost of the bet itself.

比推01/30 03:28

Meta's Big Bet on AI: Investing $135 Billion, Is Zuckerberg in 2026 Worth Believing?

比推01/30 03:28

$357 Billion Evaporated! Microsoft Plummets: Is the Death Knell for the AI Bubble Officially Sounding?

Microsoft's stock plummeted 7% in a single day, erasing $357 billion in market value, despite reporting strong quarterly results with a 23% profit increase and record revenue of $81.3 billion. The decline was driven by concerns over slowing Azure growth (38% vs. previous 39%) and rising capital expenditures. High hardware prices, especially for HBM memory, squeezed cloud margins, dropping profitability to around 67%. Heavy reliance on OpenAI—45% of future cloud contracts—and competition from low-cost open-source AI alternatives added to investor anxiety. While Microsoft benefits from paper gains on its OpenAI stake, markets are questioning the sustainability of its capital-intensive AI model and its ability to monetize next-gen services like Copilot effectively.

比推01/30 00:23

$357 Billion Evaporated! Microsoft Plummets: Is the Death Knell for the AI Bubble Officially Sounding?

比推01/30 00:23

ASML Earnings Analysis: A Frenzy of Orders, the Super Cycle is Here

ASML Q4 2025 Earnings: Record Orders Signal AI-Driven Semiconductor Boom ASML reported a record-breaking €13.2 billion in orders for Q4 2025, more than double market expectations. This surge, led by €7.4 billion in EUV lithography systems, signals strong AI-driven demand from semiconductor manufacturers. Key drivers include memory makers like SK Hynix, Samsung, and Micron, which are aggressively expanding HBM production to meet AI GPU needs. Logic chip orders also grew to €5.8 billion. ASML's backlog now stands at €38.8 billion, with €25.5 billion from EUV tools. Revenue for 2026 is forecasted at €34-39 billion (midpoint up 12% YoY), though this is considered conservative. Growth is expected from both AI-related demand and the rollout of next-generation High-NA EUV systems, priced at €380 million each. However, reliance on the Chinese market, which contributed 36% of Q4 revenue, is projected to decline to 20% in 2026 due to export restrictions and reduced stockpiling. The company announced a €12 billion share buyback and a 17% dividend increase, reflecting confidence in future cash flow. Despite plans to cut 1,700 jobs to improve agility, ASML is positioned to benefit from the long-term AI boom and the transition to advanced chipmaking technologies.

marsbit01/28 13:49

ASML Earnings Analysis: A Frenzy of Orders, the Super Cycle is Here

marsbit01/28 13:49

Metaplanet Lifts 2026 Outlook Despite $680M BTC Write-Down

Metaplanet, a Japanese-listed company operating a bitcoin treasury, has lifted its 2025 and 2026 financial outlook despite projecting significant accounting losses due to bitcoin impairment. The firm raised its 2025 revenue guidance to approximately $58 million and operating income to around $40 million, driven by strong performance in its Bitcoin income generation segment. However, it expects an ordinary loss of $632 million and a net loss of $491 million for 2025, primarily due to a non-cash bitcoin impairment charge of $680–700 million. This write-down reflects accounting rules and does not impact cash flow. Metaplanet substantially increased its bitcoin holdings from 1,762 BTC at the end of 2024 to 35,102 BTC by the end of 2025, reinforcing its identity as a Bitcoin treasury vehicle. The company also reported a 568% increase in BTC yield per diluted share, highlighting growing Bitcoin exposure for shareholders. Looking ahead to 2026, Metaplanet forecasts revenue of $103 million and operating income of $73 million, mostly from Bitcoin-related activities. It maintains transparency by publishing daily updates on its BTC holdings and unrealized gains or losses, positioning itself as a leveraged investment vehicle for Bitcoin’s long-term growth.

TheNewsCrypto01/26 12:16

Metaplanet Lifts 2026 Outlook Despite $680M BTC Write-Down

TheNewsCrypto01/26 12:16

Goldman Sachs Predicts: Global Stock Markets Expected to Deliver 11% Return Over Next 12 Months

Goldman Sachs Research forecasts an 11% total return (including dividends, in USD) for global equities over the next 12 months, anticipating the bull market to continue into 2026. This growth is expected to be primarily driven by corporate earnings and economic expansion, rather than further valuation increases, as current valuations are already at historical highs across major markets. The report, led by Chief Global Equity Strategist Peter Oppenheimer, highlights that diversification was a key theme in 2025 and will remain crucial in 2026. Last year, investors benefited from geographic diversification, with non-US markets outperforming. This trend is expected to continue, extending to style (growth vs. value) and sector diversification. While the market is in an "optimism" phase of the cycle, the AI-driven tech rally is not considered a bubble, as valuations for the largest companies remain below extreme historical levels. The analysts also suggest that investors look for alpha opportunities in non-tech sectors and companies benefiting from tech capital expenditure and the broader adoption of AI.

marsbit01/14 10:02

Goldman Sachs Predicts: Global Stock Markets Expected to Deliver 11% Return Over Next 12 Months

marsbit01/14 10:02

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