Tencent's TenPay Global, ShopeePay jointly launch cross

Sea Limited shares rose about 13.8% to around $130.65 after the company reported quarterly results. Sea said revenue was $7.10B, up 46.6% YoY, and adjusted EBITDA exceeded $1B for the first time. Shopee, Monee, and Garena all grew, with management reiterating Shopee GMV growth around 25%.

After a stronger-than-expected U.S. payrolls report (172,000 vs 80,000 consensus) pushed the 10-year yield above 4.5% and shifted Fed expectations toward possible year-end hikes, several high-multiple digital stocks fell. Angi, Robinhood, and Sea each dropped about 3.8%–4.3%. For Robinhood, the article cites monthly platform assets up 12% to $345B and funded customers up to 27.6M, while Deutsche Bank kept a $86 “Buy” target.

NVIDIA's equity investments in AI companies totaled $99 billion, up from $7 billion a year ago. Key investments include OpenAI ($30B), Hugging Face ($12.9B), and Anthropic ($10B). The company's Q2 2027 revenue was $96.2B, up 106% YoY, with data center revenue at $89B, up 117%. NVIDIA is also involved in $500B in AI infrastructure financing. Investments aim to secure customers, create dependencies, and gain equity upside, but also expose NVIDIA to market risks and potential regulatory scrutiny.

Cytokinetics (NASDAQ:CYTK) reported late-stage trial results for aficamten in non-obstructive hypertrophic cardiomyopathy (nHCM), meeting primary goals of improving symptoms and quality of life. The study showed 53% of patients on aficamten improved in key areas vs. 13% on placebo, but lacked significant structural or cardiovascular benefits. The company plans a US marketing application in Q4 2026. Analysts forecast peak sales of over $5 billion for Myqorzo, but investors expressed concerns over

Jefferies initiated coverage of Cameco (CCJ) and BWXT (BWXT) with 'Buy' ratings, setting price targets of $138 and $181 respectively, citing strong long-term prospects in nuclear energy. CCJ, a major uranium producer, and BWXT, a nuclear reactor provider, are positioned to benefit from global and U.S. initiatives to expand nuclear capacity. Both companies face risks, including uranium price volatility for CCJ and execution challenges for BWXT.

Meta has opened a new $1.2B data center in Kuna, Idaho, featuring a closed-loop cooling system to reduce water usage. The facility employs 75 staff and supports Meta's AI-driven platforms. Meta has invested in local schools and nonprofits, with plans to expand clean energy use and become water positive by 2030.