1. The revenue generation effect of AI exploded, and cloud service revenue soared 25%! German software giant$SAP SE (SAP.US)$It rose by more than 7% overnight and by more than 40% during the year, reaching a record high.

Financial reports show that strong demand for artificial intelligence applications and AI cloud computing power requirements jointly drove SAP's adjusted cloud computing business revenue growth of 25% to 4.15 billion euros in the second quarter, in line with analysts' high expectations of 4.1-4.15 billion euros. In terms of cash flow, SAP's net cash flow from operating activities in the second quarter reached 1.54 billion euros, an increase of 82% over the previous year.

Judging from SAP's performance, global companies' demand for developing and operating artificial intelligence application services and AI cloud computing power is currently showing a surge trend, prompting more customers to subscribe to SAP cloud computing services and spend huge sums of money to buy AI cloud computing power services.

2. Hot results! The world's number one arms dealer$Lockheed Martin (LMT.US)$“Ignited”. Yesterday it rose more than 5% to a record high; the world's largest jet engine manufacturer$GE Aerospace (GE.US)$Earnings per share in the second quarter exceeded expectations, up more than 5%, and rose nearly 70% during the year, reaching another record high; the world's largest tobacco company$Philip Morris International (PM.US)$Up more than 2%; Q2 results exceeded expectations and raised annual earnings guidance.$Coca-Cola (KO.US)$An increase of over 1%.

Lockheed Martin announced Q2 results. Demand for fighter jets and radar products drove second-quarter revenue exceeding expectations, and the company also raised revenue and profit guidelines for the whole year. According to financial reports, the company's second-quarter revenue was 18.122 billion US dollars, up 8.6% year over year, better than market expectations of 17.06 billion US dollars.

GE Airlines announced on Tuesday that adjusted earnings per share for the second quarter were $1.20, up from $0.74 in the same period last year, and higher than analysts' average estimate of $0.99. Revenue for the second quarter was $9.09 billion, up from $8.76 billion in the same period last year, and exceeded analysts' average expectations of $8.55 billion.

Philip Morris announced second-quarter adjusted earnings per share of $1.59 on Tuesday, slightly lower than $1.60 in the same period last year, but higher than analysts' average estimates of $1.56. Net revenue for the second quarter was 9.47 billion US dollars, up from 8.97 billion yuan in the same period last year, and higher than market expectations of 9.19 billion US dollars.

Coca Cola announced second-quarter earnings of $0.84 per share on Tuesday, higher than market expectations of $0.81. Revenue for the second quarter was $12.36 billion, exceeding analysts' expectations of $11.75 billion. The company raised its full-year forecast, saying adjusted earnings per share will grow 5% to 6% in the 2024 fiscal year, higher than the 4% to 5% increase previously forecast.

3. Profitable momentum is booming! Little music streaming giant$Spotify Technology (SPOT.US)$It hit a new high during the year, turning a year-on-year profit in the second quarter. The profit guidance for the next quarter far exceeded expectations, rising nearly 12% overnight and over 70% during the year; India's OTA Travel Service$MakeMyTrip (MMYT.US)$Quarterly revenue tripled year-on-year, up more than 8%, doubled during the year and reached a record high; the world's largest producer of metal packaging$Crown Holdings (CCK.US)$Earnings for the second quarter were strong, up nearly 9%.

SpotifyQ2's revenue increased 20.2% year over year to 3.81 billion euros, which is basically in line with analysts' expectations; gross profit was 1.11 billion euros, up 45% year over year, slightly higher than analysts' expectations of 1.07 billion euros. Looking ahead, Spotify expects third-quarter operating profit of 0.405 billion euros, far higher than analysts' average expectations of 0.298 billion euros. By the close, Spotify surged nearly 12%.

MakeMyTrip reported quarterly earnings of $0.25 per share, which was 127.27% higher than analysts' consensus estimate of $0.11. This is an increase of 257.14% over earnings of $0.07 per share for the same period last year. The company reported quarterly sales of $0.18,871 billion, which is 21.03 percent higher than analysts' general estimate of $0.15592 billion.

1. Innovative high-ranking US stock giants

II. Innovate individual US stocks

3. List of the rise and fall rates of popular US stocks

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