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Tide is a web3 marketing application that enables projects to effectively acquire and retain users. It enables projects to incentivize users to take actions in their apps or on social media with tokens or dynamic NFTs. At its core, Tide is an application to launch data-driven marketing campaigns using token incentives. It makes campaign creation accessible to projects, while users can join campaigns from the campaign page.
JPMorgan Goes Against the Tide to Stay Bullish on US Stocks: Cherish the "Golden Pit"
Odaily News: Amid pressure from AI giants calling for a slowdown, sticky inflation, and the looming threat of rate hikes, US stocks plunged across the board on Monday, with the Philadelphia Semiconductor Index plummeting nearly 6%. Yet JPMorgan reaffirmed its bullish stance against the tide, warning that blind pessimism can easily lead to missing out on gains.Mislav Matejka, JPMorgan's Head of Global and European Equity Strategy, also once again issued a warning to aggressively bearish investors: while surging oil prices do suppress valuations, blindly betting against US stocks is extremely dangerous before the overall earnings expansion of American companies has been disproven. Once US President Trump subsequently attempts to cool tensions in the Middle East through diplomacy, or if third-quarter earnings exceed expectations, the forces of excessive shorting may face a fierce backlash from returning capital.On this basis, JPMorgan as early as August had already raised its year-end target for the S&P 500 Index from 7,800 points to 8,000 points against the tide, and expects earnings per share of its constituent stocks to surge 29% year-over-year to $350.
Goldman Sachs: NVIDIA's Q2 revenue of $96.2 billion exceeded expectations, Q3 guidance of $108 billion topped market consensus
According to Tide Research, Goldman Sachs' August 26 quick commentary highlighted that NVIDIA reported Q2 revenue of $96.2 billion, beating Goldman's forecast by 3.4% and market consensus by 4.2%; data center revenue reached $89.0 billion, outpacing estimates by 2.9% and consensus by 3.6%; EPS came in at $2.22, surpassing expectations by 4.9% and consensus by 6.1%; and gross margin was 75.0%, in line with projections. The midpoint of Q3 revenue guidance stands at $108.0 billion, reflecting 14% QoQ growth and approximately 90% YoY growth, exceeding the market consensus of $105.4 billion but slightly falling short of Goldman's estimate of $110.7 billion. Gross margin guidance is set at 74.0%, slightly below the anticipated 74.9%. Goldman Sachs retains a Buy rating with a $285 price target, offering 34% upside from current levels, though it expects the stock to trade in a range post-earnings, as market optimism has already been fully absorbed following hyperscalers' capex upgrades. The Q3 gross margin guidance misses market expectations by roughly 90 basis points, mainly due to elevated initial ramp-up costs for the new Blackwell architecture GPUs. Goldman asserts that three key discussion points from the earnings call—the upside potential for the $1 trillion cumulative data center revenue target, the structure of the $500 billion financing facility, and the gross margin trajectory in H2 2026 and 2027—are more critical than the earnings figures themselves. Robust guidance underscores the resilience of AI spending, making digital semiconductors such as Broadcom, AMD, Marvell, ARM, and Intel the most...
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JPMorgan Goes Against the Tide to Stay Bullish on US Stocks: Cherish the "Golden Pit"
Odaily News: Amid pressure from AI giants calling for a slowdown, sticky inflation, and the looming threat of rate hikes, US stocks plunged across the board on Monday, with the Philadelphia Semiconductor Index plummeting nearly 6%. Yet JPMorgan reaffirmed its bullish stance against the tide, warning that blind pessimism can easily lead to missing out on gains.Mislav Matejka, JPMorgan's Head of Global and European Equity Strategy, also once again issued a warning to aggressively bearish investors: while surging oil prices do suppress valuations, blindly betting against US stocks is extremely dangerous before the overall earnings expansion of American companies has been disproven. Once US President Trump subsequently attempts to cool tensions in the Middle East through diplomacy, or if third-quarter earnings exceed expectations, the forces of excessive shorting may face a fierce backlash from returning capital.On this basis, JPMorgan as early as August had already raised its year-end target for the S&P 500 Index from 7,800 points to 8,000 points against the tide, and expects earnings per share of its constituent stocks to surge 29% year-over-year to $350.
JPMorgan: Bitcoin ETP Fund Concentration Surges, Weekly Net Outflows Reach $1.126 Billion
According to Tide Research, JPMorgan's research report dated September 8, 2026 noted that on September 4, U.S. spot Bitcoin ETPs recorded a net outflow of $175 million, Ethereum ETPs saw a net inflow of $9 million, and Solana ETPs posted a net outflow of $5 million. For the week, the three major categories combined for a net outflow of $1.126 billion, showing a slight slowdown compared to the previous two weeks. Capital inflows were highly concentrated, with BlackRock's IBIT recording a single-day inflow of $118 million and Fidelity's FBTC seeing an inflow of $57 million, while all other products registered zero inflow. Significant internal hedging was observed within Ethereum ETPs, as BlackRock's ETHA posted an inflow of $58 million against a $48 million outflow for Fidelity's FETH. The total AUM for Bitcoin ETPs stands at $101.25 billion.
Goldman Sachs: Google Cloud’s 17 Product Lines Generate Over $1 Billion in Annual Revenue, With Gemini Customer LTV 50% Higher
According to Tide Research, Goldman Sachs' September 8, 2026 report indicates that Google Cloud CEO Thomas Kurian revealed at the Communacopia conference that Google Cloud currently has 17 product lines generating annual revenues exceeding $1 billion. New customer acquisition has grown by more than 2 times both year-over-year and quarter-over-quarter, and transactions exceeding $100 million have also increased by more than 2 times. Approximately 80% of Google Cloud customers are using AI products, while roughly 90% of Fortune 100 companies utilize Gemini Enterprise and Google Cloud security services. The five-year customer lifetime value for Gemini Enterprise customers is projected to be approximately 1.5 times higher than that of non-Gemini customers. On average, AI customers utilize 1.8 times more Google Cloud products than non-AI customers. Google Cloud is establishing differentiated competitiveness through its vertically integrated AI technology stack.
Goldman Sachs: Stronger-than-expected US August nonfarm payrolls dampen rate cut outlook; gold receives an overweight rating
According to Tide Research, a Goldman Sachs research report dated September 7, 2026, indicates that the US added 162,000 nonfarm payrolls in August, with the unemployment rate holding steady at 4.1%, as market expectations for a September rate hike rise. Commodities have led cross-asset performance over the past three months, with European natural gas topping gains amid the situation in the Strait of Hormuz; gold strengthened despite rising real yields on US Treasuries, prompting Goldman Sachs to upgrade its rating to Overweight with a 12-month price target of $5,275 per ounce, implying approximately 19% upside. Equity momentum factors experienced a sharp pullback, with capital rotating from technology stocks into energy, financials, and healthcare, while the S&P 500 traded in a range but showed improving breadth.
Goldman Sachs: NVIDIA's Q2 revenue of $96.2 billion exceeded expectations, Q3 guidance of $108 billion topped market consensus
According to Tide Research, Goldman Sachs' August 26 quick commentary highlighted that NVIDIA reported Q2 revenue of $96.2 billion, beating Goldman's forecast by 3.4% and market consensus by 4.2%; data center revenue reached $89.0 billion, outpacing estimates by 2.9% and consensus by 3.6%; EPS came in at $2.22, surpassing expectations by 4.9% and consensus by 6.1%; and gross margin was 75.0%, in line with projections. The midpoint of Q3 revenue guidance stands at $108.0 billion, reflecting 14% QoQ growth and approximately 90% YoY growth, exceeding the market consensus of $105.4 billion but slightly falling short of Goldman's estimate of $110.7 billion. Gross margin guidance is set at 74.0%, slightly below the anticipated 74.9%. Goldman Sachs retains a Buy rating with a $285 price target, offering 34% upside from current levels, though it expects the stock to trade in a range post-earnings, as market optimism has already been fully absorbed following hyperscalers' capex upgrades. The Q3 gross margin guidance misses market expectations by roughly 90 basis points, mainly due to elevated initial ramp-up costs for the new Blackwell architecture GPUs. Goldman asserts that three key discussion points from the earnings call—the upside potential for the $1 trillion cumulative data center revenue target, the structure of the $500 billion financing facility, and the gross margin trajectory in H2 2026 and 2027—are more critical than the earnings figures themselves. Robust guidance underscores the resilience of AI spending, making digital semiconductors such as Broadcom, AMD, Marvell, ARM, and Intel the most...