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LINK $11.62 -0.08%
HYPE $79.29 -1.37%
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first_img Goldman Sachs: Nvidia's impressive earnings report may struggle to boost stock prices

According to the Financial Associated Press, Nvidia will announce its Q2 2027 financial report after the US stock market closes on August 26. Goldman Sachs expects strong performance with potential upward revisions in guidance, but notes that the stock price has already surged since August, with an increase of over 12% in the past two weeks, suggesting that the good news may have already been priced in, making it difficult for excellent performance to boost the stock price. Goldman Sachs' EPS forecasts for Nvidia in Q2 and Q3 are 6% and 12% higher than Wall Street's consensus expectations, respectively, with a target price of $285, which is still slightly below the market average.Goldman Sachs believes there is room for revaluation in the valuation, provided that the profitability of large-scale cloud vendors improves to support capital expenditures, Nvidia maintains caution on its customer financing platform to alleviate concerns about supplier circular financing, and continues to advance large-scale buybacks and dividends. Investors will focus on details of the customer financing platform in the earnings call, progress on the Vera Rubin platform, gross margins and raw material costs, CPU demand driven by AI agents, and the competitive landscape in the industry.Goldman Sachs points out that while GPU demand is strong, there is still a risk of a pullback, and the difficulty of "exceeding expectations and raising guidance" increases each quarter, raising doubts about whether cloud vendors can continue to ramp up capital expenditures. Earlier this month, Nvidia, in collaboration with Apollo, BlackRock, Blackstone, Goldman Sachs, KKR, and others, established a financing platform for AI computing infrastructure, aiming to leverage over $500 billion in third-party capital; concerns about circular financing are rising in the market, and the company needs to release more substantial new information, or else the stock price is more likely to decline rather than surge after the earnings report.

GPUS monetized 685 BTC to expand computing power, HSDT disclosed staking earnings of 31,200 SOL

According to BBX data, last weekend, publicly listed companies in the U.S. stock market disclosed the latest real accounts regarding digital asset treasury adjustments, staking yields, and computing power infrastructure financial data. The core dynamics are as follows:Hyperscale Data ( NYSE : $ GPUS ) sold 685 BTC for $43 million: AI data center company Hyperscale Data officially announced that it has sold approximately 685 bitcoins in the open market, obtaining about $43 million in cash. After this reduction, the company still holds approximately 275 BTC. The funds will mainly be used for the ongoing development and expansion of its Michigan data center, as well as to optimize its debt and equity capital structure to support its computing power transformation strategy.Solana concept stock HSDT ( NASDAQ : $ HSDT ) recorded 31,200 SOL staking yields in Q2: Nasdaq-listed Solana treasury and ecosystem company HSDT disclosed its performance for the second quarter of 2026. The company's total revenue for the quarter was $2.5 million, mainly contributed by the 31,200 SOL staking rewards obtained during the quarter; the net loss for the quarter was $30.3 million. As of June 30, HSDT's total assets reached $176.1 million, including $147.3 million in long-term digital assets, related positions, and fund investments.Soluna ( NASDAQ : $ SLNH ) Q2 revenue increased by 145% year-on-year, repaid $19.1 million loan early: Green data center listed company Soluna released its Q2 financial report, with total revenue reaching $15.1 million (a year-on-year increase of 145%). Among them, data hosting revenue surged to $12.65 million, while cryptocurrency mining revenue decreased to $1.72 million; the net loss was $22.6 million, with an adjusted EBITDA loss of $1.6 million. As of the end of the quarter, the company held unrestricted cash of $113.4 million. The financial report disclosed that the company fully repaid approximately $19.1 million of Generate debt early on August 10.

first_img "Fat Penguin" was dismissed from the co-creation and launched 44,000 NFTs on the Robinhood Chain, earning approximately 1.28 million dollars

According to The Defiant, Cole Villemain, the co-founder of the well-known NFT project Pudgy Penguins, who was voted out by the community, launched a series of 44,000 NFTs named Spritehood on Robinhood Chain on August 11, selling out in less than an hour.According to on-chain statistics of minting transactions by analyst 0xlaplaced, this sale generated approximately $1.2829 million (equivalent to about 684.28 ETH at the minting price), higher than the approximately $755,000 figure circulating during the sale, which was a snapshot taken while the sale was still ongoing. According to the statistics, the paid sale lasted about 53 minutes, during which 37,430 pieces were sold for $17 each, and 5,526 pieces were sold for $117 each. Before the paid sale began, the deploying party also distributed 1,488 pieces for free through 20 zero-price transactions.Reports indicate that the Spritehood contract itself is displayed as unverified source code on the Blockscout browser of Robinhood Chain, preventing buyers from reviewing the public code regarding its token pricing and distribution mechanism. Cole Villemain was voted out of the founding team by the Pudgy Penguins holder community in January 2022, accompanied by accusations of misappropriating project funds, but the related accusations have remained at the level of allegations, and Villemain has not been prosecuted as a result.

Bank of America maintains a target price of $235 for SpaceX, which is approximately 87.5% higher than the reference price after the earnings report

Bank of America reiterated its "Buy" rating on SpaceX after the earnings report, maintaining a target price of $235, which is approximately 87.5% higher than the reference price of $125.33 after the earnings report. Bank of America believes that its bullish logic is no longer primarily based on the rocket launch business, but rather on the AI infrastructure business.Bank of America expects SpaceX's AI business revenue to approach $24.5 billion by 2026, accounting for more than half of the company's total revenue forecast. Meanwhile, the collaboration with Anthropic has been contributing revenue since May of this year, and the computing power collaboration with Google is expected to start in October this year. As a result, Bank of America has raised its performance forecasts for the next few years: the revenue forecast for 2026 has been raised by about 15% to $46.9 billion; the revenue forecast for 2027 has been raised by about 29% to $100.7 billion; the revenue forecast for 2028 has been raised by about 29% to $184.8 billion.However, Bank of America also expects that as capital expenditures continue to expand, SpaceX will still maintain large negative free cash flow in the coming years. It estimates: free cash flow of -$43.6 billion in 2026; -$45.4 billion in 2027; and -$37.4 billion in 2028.
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