Key focus

1.US stocks continue to show new highs on artificial intelligence-related tracks!

• The world's largest CRM software service provider$Salesforce (CRM.US)$It rose more than 2% yesterday, setting an intraday high of 52 weeks to 225 US dollars, an increase of 68% during the year!After the game, FTSE announced results. Q1 revenue was 8.247 billion US dollars, an increase of 11% over the previous year. Analysts expected 8.18 billion US dollars; net profit of 199 million US dollars increased 611% year on year!However, according to its Q2 performance guidelines, sales are expected to increase 10% to around $85.2, falling short of expectations of $8.49 billion.

• $Meta Platforms (META.US)$It rose nearly 1% to a 52-week high closing price of $264.72!A Bloomberg columnist recently said that the Quest 3 may be the biggest challenger to Apple's mixed reality headsets. Furthermore, recently Nvidia said,Companies such as Meta may be the first to deploy the DGX GH200 artificial intelligence supercomputerHwang In-hoon pointed out, “This can be used as a blueprint for future hyperscale generative AI infrastructure.”

• Cloud Communications Company$Twilio (TWLO.US)$It soared 11%, ranking first in yesterday's list of popular US stock gains!Although revenue guidance for the second quarter fell short of expectations, Twilio recorded an increase of more than 24% after its performance. According to recent news, “Sister Wood” Cathy Wood said in an interview that software vendors will be the next sector to benefit from the artificial intelligence boom. She emphasized that she is betting on software stocks such as Twilio held by her fund.

• Engineering Software Systems, Inc.$Bentley Systems (BSY.US)$A 52-week high closing price of $48.78 was reached!The company announced results on May 9. Q1 revenue was US$314 million, up 14.12% year on year, net profit was US$45.49 million, down 19.33% year on year, and has since risen nearly 16%. Oppenheimer maintained its “outperform the market” rating, with a target price of $53.

2.$Intel (INTC.US)$With a 4.83% increase, it ranked fifth in the list of popular US stock gains, with an increase of 14% in the past 3 days.Intel expects revenue for the second fiscal quarter to reach close to the upper end of the expected range, between US$120-12.5 billion. Furthermore, Nvidia CEO Huang Renxun recently expressed his openness to collaborating with Intel to build artificial intelligence chips in the future.

3.On the other hand, popular US stocks are on the decline list,Chip giants$Marvell Technology (MRVL.US)$Ranked third. The stock fell more than 7% and recorded two consecutive declines, a two-day decline of nearly 11%.The company said at the Q1 earnings conference that AI revenue for the previous period was about 200 million US dollars, and it is expected that this year the business will double to around 400 million US dollars and maintain rapid growth. Driven by this news, the stock price soared by more than 32% on May 26.

1. Individual US stocks broke new heights yesterday

• $Vmware (VMW.US)$

VMware is a Dell Technologies subsidiary that provides cloud computing and platform virtualization software and services. It was the first commercial company to virtualize the x86 architecture. VMware desktop software runs on Microsoft Windows, Linux, and macOS, while VMware ESXi, a server-based enterprise software manager, is a raw machine hypervisor that runs directly on server hardware without the need for an additional underlying operating system.

2. A list of the rise and fall rates of popular US stocks yesterday

• $Twilio (TWLO.US)$

Twilio is a cloud communications platform-as-a-service (CPaaS) company headquartered in San Francisco, California. The company focuses on communications services and provides technical capabilities websites. Twilio's API packages complex underlying communication functions and is open to the public, enabling web, desktop, and mobile applications to embed SMS, voice, and VoIP functions, thereby enabling cloud communication.

• $Symbotic (SYM.US)$

Symbotic is an automation technology company dedicated to developing technologies that improve the efficiency of modern warehouse operations, and is also committed to the Group's development, commercialization, and deployment of innovative end-to-end technology solutions to dramatically improve supply chain operations.

Editor/Hoten