AMD outlined a long-term growth framework targeting a revenue CAGR of more than 35% and adjusted EPS above $20. Management said on the Q2 earnings call that AI-driven demand for high-performance computing is pushing growth to run materially ahead of that plan. Wall Street analysts forecast EPS will rise 94% in fiscal 2026 to $6.34 and climb another 89% in fiscal 2027 to about $11.96.

Bitdeer has signed a $4.7 billion AI leasing deal linked to Anthropic, but it must complete a $500 million infrastructure build before the contract begins generating revenue. The agreement is expected to bring in about $290 million a year on average, with payments rising 3% annually, and deliveries are planned in two phases. The move could ease pressure to fund operations by selling Bitcoin, though the near-term buildout and financing needs add uncertainty.

Unitree has priced its Shanghai STAR Market IPO at 150.8 yuan per share, implying a valuation of roughly 61 billion yuan, and plans to raise 6.1 billion yuan. The Hangzhou-based robotics company said it will sell 40.45 million new shares, equal to 10% of its enlarged share capital. In 2025, revenue rose to 1.7 billion yuan, with humanoid robots contributing 867.8 million yuan in sales to become its largest business. DeepSeek invested 140.8 million yuan ($20.8 million) in the offering via a strategic placement, according to a stock-exchange filing cited by Reuters.

US stocks were mixed, with the S&P 500 up 0.07%, the Dow down 0.38%, and the Nasdaq 100 up 0.26%. Software names weighed on the market as Datadog fell 15% after reporting Q2 adjusted gross margin below consensus, and AppLovin slid 19% after missing revenue estimates. A rebound in chipmakers helped limit losses after early pressure tied to a 4% drop in South Korea’s Kospi. The session remained choppy overall.

Bitcoin miner IREN issued about 12.6 million shares in its acquisition of Mirantis, with nearly 12 million now registered for potential resale. At IREN’s Aug. 3 closing price, the registered block was worth about $476.3 million and could add selling pressure to the stock. The company will receive no proceeds from any sales because the shares are held by former Mirantis investors, directors, officers and employees. The prospectus filing did not indicate that any holder has sold or plans to sell.

US firm Apollo has agreed to acquire UK budget airline EasyJet in a £5.7bn deal, offering £7.15 per share. The transaction has the backing of founder Sir Stelios HajiIoannou after rival bidder Castlelake withdrew from the process. EasyJet employs more than 19,000 people and operates around 1,200 routes across 35 European countries.

Etsy reported second-quarter revenue of $668.3m, ahead of expectations, with gross merchandise sales rising 7.5% year on year. The company also announced a $2bn share buyback plan. At the same time, Etsy said it will cut 12% of its workforce, a move expected to result in about $35m in severance and related costs. Overall results were strong, even as the restructuring adds one-off expenses.

U.S. chip stocks slid sharply in premarket trade, with Western Digital down 14.4% and Sandisk off 10.4% as profit-taking hit the AI memory trade and crowded momentum names were sold. AppLovin fell 19% and Datadog dropped 15.6% after results that missed expectations, while Apple rose 1%. Nasdaq futures were lower, but the S&P 500 and the Dow were poised to open modestly higher.