OKX Radar US Stocks Daily Watch: Lego Posts Record Revenue, Inovio's FDA Decision Nears, and Amazon's AI Revenue Is Said to Rely on Anthropic and OpenAI
Lego H1 2026 revenue hit DKK41.9B, up 21%; Inovio's INO-3107 FDA decision Oct 30; Amazon AI revenue seen reliant on Anthropic and OpenAI; research only.
Article Citation Summary
Lego H1 2026 revenue hit DKK41.9B, up 21%; Inovio's INO-3107 FDA decision Oct 30; Amazon AI revenue seen reliant on Anthropic and OpenAI; research only.
OKX Radar US Stocks Daily Watch
OKX Radar Editorial Team
Guest Columnist
@OKXRadar
August 25, 2026
About 1,300 characters; full read takes about 5 minutes.
Today's observations focus on: Lego's H1 2026 revenue of DKK 41.9 billion, up 21% year over year; Inovio's candidate drug INO-3107 has an FDA decision date approaching October 30; the market questions whether Amazon's AI revenue relies excessively on Anthropic and OpenAI. The following is based on public information and is for research observation reference only.
AI Summary
Core view: Lego's latest earnings report shows double-digit growth in both first-half revenue and operating profit; Inovio's PDUFA decision date is approaching, and biopharma regulatory uncertainty is high; analysts note that Amazon's AI revenue relies on circular financing transactions with Anthropic and OpenAI, and attention should be paid to differences in revenue recognition.
Key points:
- Lego revenue: H1 2026 revenue was DKK 41.9 billion (about USD 6.54 billion), up 21% year over year.
- Lego operating profit: First-half operating profit was DKK 10.9 billion (about USD 1.7 billion), up 22% year over year.
- Lego management comments: CEO Niels Christiansen said new partnerships bring new consumers, and both high-priced and low-priced products sold strongly.
- Inovio regulatory review: Candidate drug INO-3107 targets recurrent respiratory papillomatosis, with a PDUFA decision date of October 30.
- Amazon AI controversy: Analysts believe Amazon's AI revenue relies heavily on circular financing transactions with Anthropic and OpenAI, and both companies are barely profitable.
[OKX Radar · US Stocks Daily Watch] is a daily US stocks/RWA observation column produced by OKX Radar, an independent third-party information site, aggregating public market information and real news sources, helping readers track important changes in the US stock and RWA tokenization markets; content is for research observation reference only and does not constitute any investment advice.
Lego Record Revenue
Lego's earnings report released on August 25, 2026 showed first-half revenue reached DKK 41.9 billion (about USD 6.54 billion), up 21% year over year, while operating profit grew 22% to DKK 10.9 billion. CEO Niels Christiansen said new partnerships bring new consumers, and both high-priced and low-priced products sold strongly. Lego's record revenue came from simultaneous demand strength across all price bands.
Inovio FDA Decision Approaches
Inovio Pharmaceuticals' candidate drug INO-3107 has a PDUFA decision date set for October 30; the drug targets recurrent respiratory papillomatosis. The regulatory outcome may be approval, a complete response letter, or an extension.
Amazon AI Revenue Controversy
Amazon's AI revenue has been cited by analysts as heavily reliant on circular financing transactions with Anthropic and OpenAI, and both companies are barely profitable; the market is focused on the sustainability of this revenue.
One-Minute Data
- Lego record revenue: H1 2026 revenue was DKK 41.9 billion (about USD 6.54 billion), up 21% year over year (source: CNBC, 2026-08-25).
- Lego H1 2026 operating profit: DKK 10.9 billion (about USD 1.7 billion), up 22% year over year (source: CNBC, 2026-08-25).
- Lego management comments: CEO Niels Christiansen said new partnerships bring new consumers, and high-priced and low-priced products both sold strongly (source: CNBC, 2026-08-25).
- Inovio regulatory timeline: INO-3107's PDUFA decision date is October 30, targeting recurrent respiratory papillomatosis (source: Seeking Alpha, 2026-08-25).
- Amazon AI revenue controversy: Analysts note that Amazon's AI revenue relies heavily on circular financing transactions with Anthropic and OpenAI, and both companies are barely profitable (source: Seeking Alpha, 2026-08-25).
OKX Radar's View
Based on the above, Lego's growth data comes from the company's official financial report, but it does not disclose a specific breakdown of currency effects; investors should still pay attention to the subsequent full report and management guidance. Inovio's PDUFA decision is a binary event; historical cases show regulatory outcomes are highly uncertain, and we make no speculation about approval probability. The key to the Amazon AI revenue dependence controversy lies in revenue recognition: direct cloud service revenue, changes in fair value of investments, and circular financing transactions should be viewed separately, and third-party analysis may overlook hedging factors in Amazon's official disclosures. OKX Radar observes only based on public information and does not take any position on OKX products or services.
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FAQ
What is the latest quarter covered by Lego's record revenue report? ▼
H1 2026 report, with revenue of DKK 41.9 billion (about USD 6.54 billion), up 21% year over year.
What is the specific date of Inovio's FDA decision? ▼
Candidate drug INO-3107 has a PDUFA decision date of October 30, targeting recurrent respiratory papillomatosis.
Does Amazon's AI revenue really rely on Anthropic and OpenAI? ▼
Analysts note that Amazon's AI revenue relies heavily on circular financing transactions with Anthropic and OpenAI, and both companies are barely profitable; however, direct revenue, changes in fair value of investments, and cloud service revenue recognition should be distinguished.
What is the cooperation relationship between Anthropic, OpenAI, and Amazon? ▼
Public information shows circular financing transaction relationships exist, but the specific cooperation model should be based on official disclosure.
What is the relationship between the US Stocks Daily Watch and the OKX platform? ▼
This article is a daily observation column of OKX Radar, an independent third-party information site. It is for informational and research reference only, does not constitute investment advice, and does not represent the position of OKX products or services.