MARKET OPEN
Asia
  • 🇭🇰 Hang Seng+0.45%
  • 🇨🇳 SSE Composite-0.23%

Hong Kong opened 0.45% higher while the mainland slipped, a split that says global money is picking Hang Seng names over Shanghai as Beijing promises fiscal support without a big bazooka.

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HEIHEICO
Q3 2026
EPS
$1.67
est $1.51+10.6%
Revenue
$1.41B
est $1.35B+4.9%

Fifth straight consensus EPS beat, and Electronic Technologies Group operating income rose 55% year over year on defense and aerospace electronics demand. Management expects sales to keep climbing at both segments through the rest of fiscal 2026.

Quarterly EPS — reported vs estimate
Biggest movers · At the close
  • SMCISuper Micro Computer$38.4+9.2%
  • FUTUFutu Holdings$126.21+9.0%
  • SMRNuScale Power$9.78+8.1%
  • MARAMarathon Digital$11.97+7.1%
  • SNAPSnap$5.92+7.0%
  • RBRKRubrik$91.58-6.6%
  • ZSZscaler$167.65-4.8%
  • AIC3.ai$9.74-3.7%
  • ASANAsana$9.43-3.4%
  • DOCUDocuSign$60.52-3.3%

Super Micro Computer closed 9.17% higher at $38.40, the biggest gain across our 111-stock priority list Monday. Hardware, nuclear and crypto names filled out the top five while software took the damage, Rubrik down 6.59%. Watch whether that split survives the open.

SMTCSemtech
Q2 2027
EPS
$0.71
est $0.61+15.6%
Revenue
$342M
est $329M+4.0%

AI data center networking just became Semtech's growth engine: Signal Integrity revenue rose 64% year over year. Management guided Q3 sales to roughly $410 million, a step up that assumes record backlog converts.

Quarterly EPS — reported vs estimate