OKX has upgraded the TradFi quote information feature on both its App and Web platforms, adding a Company database and a News module to the quote pages of relevant assets, per an official announcement. The Company database applies to tokenized stock tickers and supports viewing of company profiles, financials, shareholder structure and dividend information. The News module covers selected tokenized stocks and commodities such as crude oil, aggregating related news, in-depth reports, corporate events and analyst commentary. Alongside the two modules, tokenized stock quote pages now include more than 20 commonly used metrics, such as P/E ratio, P/B ratio, market capitalization, earnings per share and dividend yield. OKX said the upgrade is meant to help users access fundamentals and the latest news while they monitor quotes. No further details were provided in the announcement.

Sandisk used its Aug. 13 investor day to lay out a long-range financial model that sits well above market expectations and puts its in-house High Bandwidth Flash, or HBF, at the center of the story. The company said its long-term sustainable model, based on average performance across FY2028 to FY2030, calls for revenue growth in the mid-to-high teens, a Non-GAAP gross margin of about 80%, a Non-GAAP operating margin of roughly 75%, adjusted free cash flow margin near 50%, and capital intensity in the mid-single digits as a percentage of revenue. Mizuho Securities kept its Outperform rating on Sandisk and set a $1,900 price target, arguing that the company’s framework, buyback capacity, and exposure to AI infrastructure support upside. Sandisk also detailed the positioning of HBF, saying the product can deliver comparable read bandwidth to HBM at about one-eighth the cost, while offering 8x to 16x more capacity in a similar package footprint. The company tied that pitch to memory-heavy AI inference workloads and said HBF is meant to work alongside HBM rather than replace it.

Applied Materials reported fiscal third-quarter 2026 results early on Aug. 14, Beijing time, posting revenue of $9.12 billion for the quarter ended July 2026, up 25% year over year and slightly ahead of the $9.02 billion market expectation cited in the source material. Gross margin reached 50.3%, up 0.4 percentage points from the prior quarter and also a touch above the 50.1% expectation. The company said demand was driven by the expansion of AI compute infrastructure, which lifted spending on advanced logic, DRAM and advanced packaging equipment. The operating picture was solid across key lines. Logic revenue came in at $4.72 billion, up 18% quarter over quarter, while DRAM revenue reached $1.83 billion, up 6% sequentially, with customer expansion timing and delivery-cycle mismatches, including cleanroom constraints, affecting the pace. Operating expenses rose to roughly $1.51 billion, with R&D climbing to $1.1 billion. Headcount also increased 7% sequentially after the company had announced a 4% workforce reduction in late October 2025. For fiscal Q4 2026, Applied Materials guided for revenue of $9.75 billion to $10.75 billion and non-GAAP EPS of $3.82 to $4.22, both above the market expectations cited in the article. Still, the source argues that investor disappointment centered on management not explicitly raising its prior view that semiconductor equipment revenue would grow more than 30% in calendar 2026, even as major chipmakers have recently lifted capital spending plans.

Citrini analyst Jukan said a recent overseas electronics report from Guosen Securities viewed Intel’s $20 billion equity offering as a positive signal, pointing to direct participation by CEO Chen Liwu and his family of about $12 million. Guosen reiterated a Buy rating and a $136 target price, while lifting its 2026 and 2027 EPS forecasts by 3% and 1%, respectively. The report said the offering was upsized from an initial $15 billion to $20 billion, priced at $95 per share, with the greenshoe fully exercised and reported institutional demand exceeding $100 billion. Guosen also said management participation could support Intel’s 2027 capital spending plans. On operations, the report projected Intel’s foundry business would break even in the fourth quarter of 2027, with margin leverage expanding in 2028. It also cited an estimated 18A yield of about 80%, volume ramp progress for Clearwater Forest, and potential high-volume progress for Apple 14A. In advanced packaging, the report said Intel’s EMIB customer base continues to widen, with AWS Trainium3 expected to adopt EMIB-T in 2027 and additional programs from Google, AWS and Microsoft possibly contributing from late 2027 into 2028.

U.S. equities ended higher after softer inflation data helped push the S&P 500 to another record close, with the Nasdaq and Dow also advancing. July producer prices cooled to 4.7% year over year from 5.5% in June, while the market lifted the odds of the Federal Reserve holding rates steady in September to around 65%. Even so, the long end of the Treasury market sent a different signal: the 30-year bond auction cleared at 5.216%, the highest since 2001, and indirect bidding weakened, pointing to growing concern over fiscal supply and term premium. Sector leadership was narrow. SanDisk surged after issuing aggressive long-term targets at its 2026 investor day, lifting Western Digital, SK Hynix, Seagate, Micron and the Roundhill storage ETF. Workday also jumped on a Reuters report that Silver Lake had held acquisition talks for months. In contrast, optical networking names and parts of the AI hardware trade reversed lower, while Cisco fell despite record quarterly revenue as investors focused on margin concerns. Oil prices retreated after both the IEA and OPEC lowered demand expectations, and Donald Trump signed a proclamation imposing 10% to 100% tariffs on imported drones and related parts on national security grounds.

Citigroup’s equity strategy team, led by Scott Chronert, lifted its 2026 earnings-per-share estimate for the S&P 500 to $365 from $350 while keeping its year-end index target at 8,100. The bank said second-quarter earnings reports showed room for further upside in revenue and margins, with corporate profit resilience proving stronger than expected. The call came as U.S. stocks hit fresh records. After July producer price index data came in below expectations, concerns about Federal Reserve policy pressure eased, leaving the S&P 500 near record highs. Citi argued the rally is not solely a valuation story: upward earnings revisions are providing fresh support. Still, AI remains the critical variable for reaching 8,100. The bank said AI-related industries still make an important contribution to index earnings, and if AI infrastructure, semiconductors, cloud services and the power-supply chain keep converting demand into revenue, the market will find high valuations easier to accept. Citi also stressed that the rally has room to broaden, with more sectors’ earnings improving and helping U.S. stocks move beyond a structure dependent on a handful of tech giants.

Phison Electronics, the memory controller IC and storage solutions company listed in Taiwan as 8299, reported 2026 first-half results showing EPS of TWD 187.43, with revenue, profit, and margins supported by AI infrastructure and server demand. Second-quarter consolidated revenue reached TWD 67.888 billion and net profit came in at TWD 26.219 billion, both setting quarterly records, while quarterly EPS hit TWD 118.57. For the first half, consolidated revenue totaled TWD 108.855 billion, net profit was TWD 41.391 billion, and gross margin held at 63.8%, with EPS up 2095% year over year. The board also approved a first-half cash dividend of TWD 60 per share, for a total payout of about TWD 13.27 billion, both record highs for the company. Based on first-half EPS, the payout ratio was about 32%, below its past average of roughly 55%. Management said the lower ratio reflects tight raw material supply and the need to preserve cash as Phison speeds its shift from a controller IC and module maker to a provider of Enterprise SSD and AI storage platforms. MSCI said in its latest August quarterly review that Phison will be added to the MSCI Global Standard Index, with the change set to take effect after the close on Aug. 31, 2026. The stock closed at TWD 2,280 on the prior trading day, standing above its quarterly moving average.

PayPal’s second-quarter results showed a business that beat expectations on headline numbers while revealing a more complicated picture around its stablecoin push. The company reported $8.68 billion in revenue, total payment volume of $486.4 billion, and raised its full-year adjusted EPS outlook to about $5.38. At the same time, management elevated PYUSD’s role inside the company, folded it into a new “Payment Services & Crypto” segment, and described the token as a key enabler for PayPal World and a “commerce-first” stablecoin aimed at consumers and merchants. That strategic messaging is running into weaker on-chain momentum. PYUSD supply climbed to roughly $4.2 billion in March after expansion to 70 markets and deployment across nine blockchains, but fell about 31% by the end of the second quarter to around $2.7 billion. As of early August, circulating supply stood at about 2.7 billion PYUSD, with a market cap near $2.72 billion and a stablecoin ranking around No. 32 on CoinGecko. A second pressure point comes from Open USD, a consortium-style project announced on June 30 and expected to launch in the second half of 2026. Operated by Open Standard and backed by more than 140 partners including Visa, Mastercard, Stripe, Shopify, BlackRock, BNY, Standard Chartered, Google, IBM, Coinbase, Solana and Aave, the project uses a different economic model from PYUSD. PayPal is one of its partners, meaning the company is supporting its own branded stablecoin while also reserving a place in a broader industry network.