Dell Technologies (DELL) released its fiscal 2027 second-quarter earnings on September 2, reporting revenue of $47 billion, a 58% increase year-over-year, which exceeded the analyst consensus of $44.8 billion. Non-GAAP earnings per share came in at $7.04, a 203% surge from the same period last year, far surpassing the $4.90 estimate. The company revised its full-year revenue guidance upward to $192 billion, from approximately $167 billion, significantly higher than the $173.8 billion market expectation. Full-year non-GAAP EPS guidance was raised to $25.50, also well above the $19.10 consensus. Following the announcement, Dell's after-hours trading saw an 8.01% jump, recovering from a 6% decline during the regular session.

Dell Technologies shares surged over 10% after hours on Tuesday as the company reported fiscal Q2 results that dramatically beat analyst expectations. Adjusted EPS of $7.04 far exceeded the consensus estimate of $4.90, while revenue surged 58% to $46.97 billion. AI-optimized server sales doubled to $16.4 billion, and Dell secured $60.9 billion in AI orders during the quarter, pushing its backlog to a record $95 billion. The company raised its full-year guidance for the second straight quarter, now forecasting revenue of about $192 billion, adjusted EPS of $25.50, and AI server revenue of approximately $74 billion.

Robinhood Chain has put up numbers that most standalone chains would struggle to reach in a year: more than $1 billion in TVL within two months, daily DEX volume nearing $1 billion, and stablecoin supply close to $770 million. Yet investors looking to buy direct exposure to the network run into a structural twist: there is no native Robinhood Chain token. Gas is paid in ETH, which means value does not automatically concentrate in one asset. TechFlowPost breaks that exposure into eight layers, from Robinhood’s listed equity and Ethereum’s settlement role to launchpads, meme tokens, Uniswap governance, DeFi infrastructure, tokenized stocks and LP positions. The piece argues that some of the most explosive names in the ecosystem, including PONS, CASHCAT and AI, are better viewed as wealth-effect trades driven by attention and liquidity. By contrast, HOOD, UNI and liquidity positions sit closer to actual fee capture, even if each comes with a different transmission path and different limits. The report’s broader point is that Robinhood Chain is producing two markets at once: speculative assets with sharp upside and infrastructure assets tied to trading activity. Which side matters more will depend on whether activity moves beyond meme trading and whether protocol fees keep compounding after the first speculative wave fades.

Citi said on Aug. 28 that Marvell is moving beyond its identity as an AI connectivity chip supplier and increasingly looks like a custom computing platform company. The bank noted that Marvell has now lifted its full-year revenue outlook for a second straight quarter, raising its FY2027 forecast to about $12 billion from $11.5 billion and its FY2028 forecast to about $18 billion from $16.5 billion. Management expects data center revenue to grow by more than 60% in both FY2027 and FY2028. The report also highlighted three longer-range factors: an expanded Google commercial agreement that spans the full XPU-attach category, new design wins in co-packaged optics (CPO) and near-packaged optics (NPO), and an Oct. 6 investor day that is expected to provide a fuller strategic update. Citi kept its Buy rating and $275 price target, based on 28x CY2028 expected earnings. For the current quarter, Marvell guided to $3.15 billion in revenue, up 15% sequentially and 52% year over year, above the $3.0 billion consensus. Citi said data center remains the main growth engine, while custom ASIC mix and M&A dilution are weighing on gross margin. The bank also reiterated Marvell’s long-term custom chip revenue target of $10 billion to $11 billion for FY2029.

Markets will get a packed U.S. macro calendar next week, led by the August nonfarm payrolls report, the G20 finance ministers and central bank governors meeting, and the Federal Reserve’s Beige Book. Reuters poll data points to a 58,000 rise in payrolls, an unemployment rate held at 4.1%, and a 0.2% monthly gain in average hourly earnings. The jobs report will land on Friday, making it the last nonfarm release before the Fed’s Sept. 16 policy meeting and a key test for expectations around a September rate hike. Current pricing shows the odds of a September move near 60%, with the probability of a hike by December above 90%. The G20 gathering will be held Monday and Tuesday in Asheville, North Carolina, where central bankers will speak again after Jackson Hole. The Beige Book will also be released before the Fed’s next meeting. Several other U.S. data releases are scheduled through the week, including final S&P Global manufacturing PMI, ISM manufacturing and services PMIs, ADP employment, and weekly jobless claims. The Bank of Canada will announce its rate decision on Wednesday; markets expect it to keep rates unchanged at 2.25%. Earnings season adds another layer. Dell reports Tuesday after the U.S. close, with adjusted EPS expected at $4.91. Broadcom follows Wednesday after the close, with revenue seen at about $29.4 billion and EPS at $3.24. Their guidance will be watched for signals on demand for AI servers, custom chips, and networking gear.

A reposted WuBlockchain article argues that Binance’s stock-product strategy is not about building a better Nasdaq. The thesis is narrower and more structural: if the exchange wants influence over post-close stock pricing, the front line is perpetual futures, not tokenized spot stocks. In this framework, Perps absorb directional views, leverage and rapid trading during market closures, while bStocks act as the inventory layer that can be held, transferred, converted, posted as collateral and used for hedging. The article compares weekend and reopening data for NVDA, TSLA, SNDK, SPCX and SKHY-related contracts, and repeatedly returns to one point: heavy trading alone does not prove price discovery. In a 25-sample set covering U.S. market close-to-reopen windows, Sunday direction matched the next cash open only 13 times, or 52%. SNDK and SPCX posted large weekend turnover and high fill rates, yet those figures, the author says, likely reflect market making, arbitrage and systematic flow as much as independent investor conviction. The piece also argues that bStocks should not be judged mainly by ticker count, AUM or headline volume. Their strategic role lies in inventory, borrowing, conversion and balance-sheet mobility. Perps can produce a candidate price, but bStocks are meant to turn that price into an asset that can be financed, transported, hedged and, if wrong, arbitraged back into line.

Nvidia’s fiscal 2027 second-quarter results delivered another massive growth quarter, but the post-earnings debate quickly moved beyond whether the company beat expectations. Revenue reached $96.2 billion, up 106% year over year, while data center revenue climbed 117% to $89 billion. Management also said Vera Rubin has entered full production, placing the next platform transition at the center of the market’s attention. Investors are now weighing a different set of questions. Can Rubin extend the growth cycle established by Blackwell? Can Nvidia hold onto unusually high profitability as memory and broader system costs rise? And how should the market treat China when Nvidia’s fiscal third-quarter revenue outlook of about $108 billion, plus or minus 2%, excludes China data center compute revenue? Margins have become a closely watched signal. Non-GAAP gross margin was 75.0% in the second quarter, and Nvidia expects roughly 74.0% in the third quarter, plus or minus 50 basis points. Reuters also reported that higher memory and component costs could push gross margin to about 71%–72% in the fourth quarter. For chip investors, the report also carries read-through for AI servers, HBM, networking, optical interconnects, advanced packaging, and broader data center infrastructure.

Leshi Green Energy (1529) will open its public share subscription from Sept. 2 to Sept. 4, with an underwriting price of NT$14 per share. Based on the latest market price of NT$17.6 cited in the source, a successful allotment would imply a potential gain of about NT$7,130 and a return of roughly 25%. The subscription unit for this deal is two board lots, not one, which means applicants need to prepare NT$28,070 to participate. The company, founded in 1978, shifted from traditional power distribution equipment into green energy technology. Its main businesses include heavy electrical equipment, solar power plant investment and operations, and turnkey public engineering projects. The source said revenue is led by heavy electrical equipment, while profit support comes from solar electricity sales with gross margins of 30% to 40%. It also cited full-year 2025 EPS of NT$1.01 and first-half 2026 EPS of NT$0.51, with the debt ratio falling to 40% to 42%. The article also explained how Taiwan’s public subscription system works, the required fees, and the capital lock-up risk during the subscription period. Results for the Leshi Green Energy allotment are scheduled for Sept. 8.