Commercial Space Earnings and AI Power Stocks in Focus | WEEX TradFi Daily Brief

By: weex|08/10/2026 02:00:00

AI infrastructure, semiconductor and commercial-space stocks are in focus as NVIDIA plans a $2 billion investment in Lancium, while ChangXin Memory and Unitree Robotics attract attention over ETF inclusion and IPO progress. 

Berkshire Hathaway’s latest earnings also signal a more active capital-allocation strategy, as investors await Rocket Lab and AST SpaceMobile earnings.

Commercial Space Earnings and AI Power Stocks in Focus | WEEX TradFi Daily Brief

1 Stock Highlights

1) NVIDIA (NVDA) Plans $2B Investment in AI Power Company Lancium

According to reports, NVIDIA has agreed to invest about  $2 billion in power-infrastructure developer Lancium and has committed to supporting its additional power-development plans. Market attention is extending from AI chips to data-center power and energy-infrastructure segments, while the electricity demand generated by AI computing-capacity expansion remains an important investment theme.

For a deeper look at NVIDIA’s outlook ahead of its upcoming earnings, read WEEX’s NVIDIA stock analysis before August 26 earnings.

Watchlist: NVDA, ETN

2) ChangXin Memory (CXMT) Could Join a Global Semiconductor ETF

A senior product manager at a global asset-management institution said U.S. institutional investors are positioning in China's semiconductor sector, and Changxin Technology could be included in a VanEck ETF as early as late September. VanEck had previously launched an ETF focused on China's semiconductor sector. If Changxin Technology is formally added later, it could generate passive allocation demand and further strengthen market attention on domestic memory and the broader semiconductor supply chain.

Watchlist: CXMT

3) Unitree Robotics IPO Opens for Subscription on the STAR Market

Unitree Robotics officially opened online and offline subscription on the STAR Market, with an issue price of RMB 150.80 per share and an estimated post-issuance market capitalization approaching RMB 61 billion. As a robotics company that has attracted substantial market attention, progress in its IPO is expected to further reinforce market focus on the humanoid-robotics supply chain.

Watchlist: UNITREE

4) Berkshire Hathaway Earnings Signal More Active Stock Buying

After Berkshire Hathaway disclosed its quarterly results, market attention shifted from earnings performance alone to changes in capital allocation following Greg Abel's succession. The company increased equity purchases, repurchased its own shares and added a position in Alphabet, Google's parent company, indicating that its large cash reserves are being deployed more actively into equity assets. The implication for U.S. equities is not that Berkshire directly lifts any single sector, but that large value-oriented capital is reassessing the long-term cash-flow value of high-quality technology platforms.

Watchlist: GOOGL

2 U.S. Earnings Preview

After the U.S. market close on August 10

Rocket Lab and AST SpaceMobile are scheduled to report earnings, with market focus on:

1) Rocket Lab (RKLB) Earnings Preview: Neutron Rocket and Orders in Focus

Rocket Lab is scheduled to report 2026 Q2 earnings after the U.S. market close on August 10. The company delivered record first-quarter revenue of about USD 200 million and had an order backlog of more than USD 2.2 billion; it had previously guided for Q2 revenue of USD 225 million to USD 240 million. For this earnings release, the market will focus on growth in launch services and space-systems businesses, changes in order backlog, and the development and maiden-flight timeline for the next-generation Neutron rocket.

Watchlist: RKLB

2) AST SpaceMobile (ASTS) Earnings Preview: What to Watch

AST SpaceMobile is scheduled to report 2026 Q2 results after the market close on August 10, with market expectations for a loss of about USD 0.32 per share and revenue of about USD 34.98 million. As a representative company in the satellite-to-smartphone segment, the market will focus on its satellite deployment, progress in partnerships with mobile network operators and commercialization timeline. Cash reserves and subsequent capital expenditures will also influence the market's assessment of the company's valuation.

Watchlist: ASTS

WEEX Spot now supports 200+ tokenized stocks with 24/7 trading, giving you round-the-clock access to global market opportunities.
Trade Now: WEEX Spot Stocks

WEEX TradFi now features 310+ tokenized stocks with deep liquidity and a smoother trading experience.
Explore TradFi: WEEX TradFi

WEEX is committed to safeguarding users' assets through a strict 1:1 Proof of Reserves mechanism. Every user asset on the platform is backed by an equivalent reserve, ensuring full transparency, verifiable holdings, and enhanced security.
View WEEX Proof of Reserves: WEEX Proof of Reserves

-- Price

--
--
--

This content is provided for general informational purposes only and doesn't constitute financial, investment, legal, or tax advice. Any events, rewards, online promotions, or related information mentioned herein should not be considered a recommendation, solicitation, or invitation to purchase, sell, trade, or otherwise deal in any crypto assets. Crypto assets are highly volatile and may result in loss. The availability of WEEX services, products, and related events may vary by region. You are responsible for ensuring that your participation is in accordance with applicable local laws and regulations.

You may also like

Federal Reserve Holds Rates; AMZN, MSTR Earnings in Focus | WEEX TradFi Daily (October 29, 2026)

All three major indexes closed higher on October 28. The Federal Reserve held its policy rate at 3.75%–4%. Bitcoin briefly rose above $81,000 before pulling back. Storage, optical communications and Neocloud stocks strengthened broadly, with SK Hynix up more than 10%. Google fell about 9%–10% after hours, while Microsoft rose about 4%. Investors will watch after-hours earnings from Amazon, Intel and others on October 29.

SK Hynix Revenue Tops 104 Trillion Won,BTC Holds Near $80,000 | WEEX TradFi Daily (October 28, 2026)

All three major equity indexes closed higher on October 27, led by the Nasdaq. SK Hynix reported third-quarter revenue of 104.6 trillion won and operating profit of 83.3 trillion won, and announced a large-scale shareholder return program. Boeing shares fell about 10.7% after the company lowered delivery targets, hitting an 18-month low. Bitcoin was near $80,200. Meme and Robinhood ecosystem coins strengthened. The October 28 focus is the Federal Reserve decision and after-hours earnings from Google, Microsoft and others.

Anthropic IPO Filing Lifts AI Sentiment; BTC Holds Near $80,000 | WEEX TradFi Daily (October 27, 2026)

All three major indexes closed higher on October 26. Anthropic formally filed for a listing, rekindling AI speculation; the Philadelphia Semiconductor Index rose about 3% on the day, and Tesla reached a more-than-three-month high. Bitcoin was near $80,200, down for three consecutive weeks and testing $80,000 for a third time. Local assets plunged after the election result. The October 27 focus is the opening of the Federal Reserve meeting and earnings from Visa, PayPal and others.

Fed Decision, GDP and PCE Set the Tone | WEEX Weekly Market Preview (10.26-10.30)

This week’s focus is the Fed decision, the advance estimate of third-quarter GDP, September PCE, and earnings from Visa, SK hynix, Robinhood and major technology companies. Policy, inflation and AI-demand signals arrive in quick succession, leaving QQQ, BTC and technology shares sensitive to rate expectations and corporate guidance.

Gold Breaks Below $4,000, Bitcoin Pulls Back Below $80,000 | WEEX TradFi Daily(October 26, 2026)

At the October 23 close, major indexes were mixed, with the Dow weaker. Brent crude rose to about $116.7, a near six-month high, and energy led; gold briefly fell below $4,000 as Bitcoin pulled back toward $80,000. Cybersecurity stocks strengthened last week, with CrowdStrike up nearly 12%. Markets are watching whether Bitcoin’s correction is nearing its end, along with earnings from Verizon, Cadence, Celestica and Amkor today.

AI Spending Fears Hit Tech and BTC | WEEX Weekly Recap (2026.10.19-2026.10.23)

WEEX’s weekly recap covers AI spending, technology earnings, crypto assets, and oil. Tech stocks rebounded before selling off sharply: SpaceX results briefly lifted AI sentiment, while Meta, Tesla, and Lam Research drew mixed reactions. The Nasdaq then dropped, BTC retreated toward $81,000–$82,000, oil climbed, and gold and silver weakened.

...
iconiconiconiconiconiconiconiconicon
Customer Support:@weikecs
Business Cooperation:@weikecs
Quant Trading & MM:bd@weex.com
VIP Program:support@weex.com