Internet - Implications from Earnings Beats by North American Cloud Majors
The latest 2Q26 results from major overseas cloud service providers (Amazon, Microsoft and Google) highlighted that ROI in AI-related investment...
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Datadog (DDOG US) - Strong Results with Upbeat Outlook...
Datadog (DDOG US) released (6 Nov HKT) its 3Q25 results: total revenue was US$886mn, up 28% YoY (3Q24: 26%; 2Q25: 28%), 4% better than both our...
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ANTHROPIC IPO: Will Investors Accept a Down Round?
Anthropic faces a potential "Down Round" in its IPO slated for later this year. The dynamics of the AI sector have deteriorated substantially...
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KTX Tactical DR Picks - July 10, 2026 (Eng.)
There have been no changes to the KTX Tactical DR Portfolio today. Our KTX Tactical DR Portfolio delivered an average return of +1.87%, driven by...
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KTX Tactical DR Picks
We recommend taking profits on WUXIAT80 with a 19.7% return, along with exiting positions in DDOG19 and NETO3, and cutting losses on BIREN23. We...
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