Arm Holdings (ARM) stock is getting fresh bullish support after the chip designer delivered better-than-expected fiscal first-quarter results, with ****** ysts highlighting its solid revenue growth, earnings beat and accelerating demand for its new AGI CPU
Arm reported record Q1 revenue of $1.29 billion, up 22% year-over-year (YOY), while adjusted earnings came in at $0.45 per share versus Wall Street expectations of $0.40.
Ahead of ****** eX Earnings, Here's What Barchart Data Says Comes Next for SPCX Stock
China Just Gave Sandisk Stock Investors a New Reason to Worry
Top Memory Chipmaker Plunges as Sharp Pullback Extends. How to Play It Here.

#earnings #barchart

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Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) is a leading global provider of products and services that enable enterprise information technology environments across multiple industries. On July 27, 2026, Oracle Corporation (NYSE:ORCL) closed at $119.90 per share, reflecting a market capitalization of $345.37 billion. Oracle Corporation (NYSE:ORCL) posted a one-month return of -18.18%, and its shares lost 52.04% over the past 52 weeks.
Night View Capital stated the following regarding Oracle Corporation (NYSE:ORCL) in its Q2 2026 investor update:
"Oracle Corporation (NYSE:ORCL) sits underneath a stunning amount of the world's data and has become one of the more important landlords of AI computing infrastructure. The demand for its cloud has been remarkable. That strength is also why we trimmed the position modestly, harvesting some of a strong run to fund ideas where we saw more room ahead."
Oracle Corporation (NYSE:ORCL) ranks 40 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 115 hedge fund portfolios held Oracle Corporation (NYSE:ORCL) at the end of the first quarter, up from 111 in the previous quarter. While we acknowledge the risk and potential of Oracle Corporation (NYSE:ORCL) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Oracle Corporation (NYSE:ORCL) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

#letter #software

Payward is widening the reach of xStocks beyond U.S. markets through a new partnership with GTN, giving the tokenized-equities platform a path into Asia, Europe and other major financial centers.
The first phase will focus on Hong Kong-listed shares, with the United Kingdom, Europe, South Korea and additional markets expected to follow. Payward also plans to extend xStocks beyond tokenized equities and exchange-traded funds over time, subject to local approvals.
GTN will provide the traditional market infrastructure behind that expansion, including execution, custody, ledgering, record-keeping and sub-accounting. The company connects to more than 90 markets through a single integration, allowing Payward to add international ***** ets without building separate access rails for each region.
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MEXC Reports 7.1 Billion USDT in ***** eX Futures Volume as Q2 Closes the Gap to Wall Street

#tokenized #equities #asia #kong

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Bitcoin (BTC-USD) opened at $64,680.23 on Monday, July 20, 2026, 0.2% lower than Sunday's opening price. As of 9:34 a.m. ET this morning, the price of bitcoin moved up to $64,694.96.
Ethereum (ETH-USD) opened at $1,871.21 on Monday, July 20, 2026, up 0.5% from Sunday's opening price. The price of ethereum moved lower this morning to $1,875.30 as of 9:35 a.m. ET.
Bitcoin opened slightly lower while ethereum was higher this morning. Both digital currencies are up over the past month, but sentiment about the second half of the year remains mixed.
Analyst Darkforst noted Friday that top buyers who paid between $75,000 and $126,000 for bitcoin are now realizing losses — signaling investors aren't optimistic about the near-term prospects. On the other hand, Standard Chartered just renewed its $100,000 bitcoin year-end 2026 price target. Prediction market Polymarket is taking a middle road, with top odds on bitcoin closing the year between $70,000 and $75,000 and ethereum finishing 2026 between $2,000 and $2,250.