Commercial Space Earnings and AI Power Stocks in Focus | WEEX TradFi Daily Brief

AI infrastructure, semiconductor and commercial-space stocks are in focus as NVIDIA plans a $2 billion investment in Lancium, while ChangXin Memory and Unitree Robotics attract attention over ETF inclusion and IPO progress. 

Berkshire Hathaway’s latest earnings also signal a more active capital-allocation strategy, as investors await Rocket Lab and AST SpaceMobile earnings.

1 Stock Highlights

1) NVIDIA (NVDA) Plans $2B Investment in AI Power Company Lancium

According to reports, NVIDIA has agreed to invest about  $2 billion in power-infrastructure developer Lancium and has committed to supporting its additional power-development plans. Market attention is extending from AI chips to data-center power and energy-infrastructure segments, while the electricity demand generated by AI computing-capacity expansion remains an important investment theme.

For a deeper look at NVIDIA’s outlook ahead of its upcoming earnings, read WEEX’s NVIDIA stock analysis before August 26 earnings.

Watchlist: NVDA, ETN

• Spot: NVDAB, ETNON
• Futures: NVDA, ETN

2) ChangXin Memory (CXMT) Could Join a Global Semiconductor ETF

A senior product manager at a global asset-management institution said U.S. institutional investors are positioning in China's semiconductor sector, and Changxin Technology could be included in a VanEck ETF as early as late September. VanEck had previously launched an ETF focused on China's semiconductor sector. If Changxin Technology is formally added later, it could generate passive allocation demand and further strengthen market attention on domestic memory and the broader semiconductor supply chain.

Watchlist: CXMT

• Futures: CXMT

3) Unitree Robotics IPO Opens for Subscription on the STAR Market

Unitree Robotics officially opened online and offline subscription on the STAR Market, with an issue price of RMB 150.80 per share and an estimated post-issuance market capitalization approaching RMB 61 billion. As a robotics company that has attracted substantial market attention, progress in its IPO is expected to further reinforce market focus on the humanoid-robotics supply chain.

Watchlist: UNITREE

• Futures: UNITREE

4) Berkshire Hathaway Earnings Signal More Active Stock Buying

After Berkshire Hathaway disclosed its quarterly results, market attention shifted from earnings performance alone to changes in capital allocation following Greg Abel's succession. The company increased equity purchases, repurchased its own shares and added a position in Alphabet, Google's parent company, indicating that its large cash reserves are being deployed more actively into equity assets. The implication for U.S. equities is not that Berkshire directly lifts any single sector, but that large value-oriented capital is reassessing the long-term cash-flow value of high-quality technology platforms.

Watchlist: GOOGL

• Spot: GOOGLON
• Futures: GOOGL

2 U.S. Earnings Preview

After the U.S. market close on August 10

Rocket Lab and AST SpaceMobile are scheduled to report earnings, with market focus on:

1) Rocket Lab (RKLB) Earnings Preview: Neutron Rocket and Orders in Focus

Rocket Lab is scheduled to report 2026 Q2 earnings after the U.S. market close on August 10. The company delivered record first-quarter revenue of about USD 200 million and had an order backlog of more than USD 2.2 billion; it had previously guided for Q2 revenue of USD 225 million to USD 240 million. For this earnings release, the market will focus on growth in launch services and space-systems businesses, changes in order backlog, and the development and maiden-flight timeline for the next-generation Neutron rocket.

Watchlist: RKLB

• Spot: RKLBON
• Futures: RKLB

2) AST SpaceMobile (ASTS) Earnings Preview: What to Watch

AST SpaceMobile is scheduled to report 2026 Q2 results after the market close on August 10, with market expectations for a loss of about USD 0.32 per share and revenue of about USD 34.98 million. As a representative company in the satellite-to-smartphone segment, the market will focus on its satellite deployment, progress in partnerships with mobile network operators and commercialization timeline. Cash reserves and subsequent capital expenditures will also influence the market's assessment of the company's valuation.

Watchlist: ASTS

• Spot: ASTSON
• Futures: ASTS

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