$KC

On Aug. 4, US stocks rallied, with the Dow and S&P 500 reaching record intraday highs and the Nasdaq rising. The Philadelphia Semiconductor Index gained about 5%, led by ARM (+12%) and Marvell (+10%), while Intel jumped over 9%. Optical names also surged. Oil fell after US Treasury Secretary Scott Bessent said a possible Iran deal could open the Strait of Hormuz, while gold and silver rose.

Kingsoft Cloud Holdings (KC) rose 6.7% to $11.9 on higher-than-usual volume. The article attributes the move to momentum in its AI cloud business, citing enterprise demand, ecosystem partnerships, and AI infrastructure investment. For the next quarter, it expects a loss of $0.08 EPS and revenue of $447.8M, up 36.6% year over year.

Zou Tao (Acting Chief Executive Officer) sold 300,000 shares of Kingsoft Cloud Holdings Ltd (KC) at an average of $0.64 ($0.64–$0.65, $0.19M total) across 2 trades on 2026-07-17.

Kingsoft Cloud Holdings (NASDAQ: KC) shares rose on Wednesday after Morgan Stanley analyst Yang Liu said the company could benefit from China’s growing AI infrastructure demand. Liu projects revenue growth of 35% annually through 2028 and adjusted EBITDA growth of 79% per year, valuing shares up to $15.

Kingsoft Cloud Holdings shares rose about 10.7% to $10.45 on Wednesday, extending recent volatility. The Beijing cloud provider reported Q1 2026 revenue of $2.7B, above $2.08B estimates, and a narrower loss per share of 8 cents. Analysts cited AI cloud growth, with Morgan Stanley initiating Overweight and a $15 target.

Multiple analysts issued rating changes and new coverage across tech, travel, solar, biotech and airlines. Scotiabank upgraded Cloudflare (NET) to Outperform with a $300 target (from $225). Deutsche Bank upgraded First Solar (FSLR) to Buy with $272; Erste upgraded Meta (META) to Buy. Coverage initiations included SpaceX (SPCX) at $800 and EchoStar (ECHO) at $143.

Morgan Stanley initiated coverage of Kingsoft Cloud (KC) with an Overweight rating, citing its shift from commodity cloud to AI cloud. Analyst Yang Liu set a $15 price target, implying 64% upside from Monday’s close, and pointed to accelerating AI revenue, improving profitability, and ecosystem support from Xiaomi and Kingsoft Group.

Kingsoft Cloud (NASDAQ:KC) shares fell 5.9% in mid-day trading Tuesday, trading between $13.30 and $13.38 versus a prior close of $14.22. Volume was 528,775 shares, down 64% from average. Analysts cited include Jefferies’ $19 buy and Goldman’s $15.60 buy, while Zacks cut to hold. The company reported May 15 quarterly revenue of $392.15M and EPS of -$0.17.

Kingsoft Cloud Holdings’ Q1 2026 earnings call said StarFlow MaaS token demand is rising from a small base, with management expecting growth but withholding further details for a few quarters. The company cited higher public cloud pricing from increased demand, while noting Q1 gross margin fell 3% due to seasonal factors and upfront costs, with recovery expected. AI demand remains strong, with supply-chain constrained backlog.

China's technological advancements amid a landmark trade deal between the United States and China suggest that one can buy JD, KC, NTES and TSM as AI and robotics lead the way.