[Morgan Stanley Raises 2027 Capital Expenditure Forecast for Four Major Cloud Providers and SpaceX]
According to Trend Research, Morgan Stanley has raised the 2027 capital expenditure forecast for Microsoft, Google, Amazon, Meta, and SpaceX to $1.15 trillion, a year-on-year increase of 47%.
[Economists Raise South Korea's Economic Growth Forecast, 2026 Growth Expected to Reach 3.3%]
According to Jin10 reports, driven by strong global semiconductor demand, economists predict that South Korea's economy will grow by 3.3% in 2026, higher than the 2.8% forecast in the July survey. Economists expect South Korea's economy to grow by 2.3% in 2027 and 2.1% in 2028. The growth forecast for 2026 in this survey exceeds the 3% growth expectation announced by the South Korean government last month. South Korea's strong GDP performance in the second quarter has led the South Korean government to believe that the country's economy is likely to achieve 3% growth in 2026.
According to Galaxy Research, a dormant whale that had been dormant for 12 years and 6 months transferred 26.96 bitcoins worth $1.75 million. The whale has not transferred Bitcoin since January 31, 2014, with an average cost of approximately $803 and a profit of $1.73 million, resulting in a return rate of 7975%.
[Bernstein Research Report Analyzes Datadog Revenue, Growth Rate Expected to Slow to 33% in Second Half]
According to Trend Research, Bernstein's August 6 research report indicated that Datadog's second-quarter revenue reached $1.121 billion, a year-over-year increase of 35.6%, exceeding guidance by $46 million. Bernstein expects the growth rate to slow to around 33% in the second half and has revised OpenAI's annual contract value down to approximately $115 million. Bernstein maintains a market-perform rating for Datadog, with a target price of $237.
