Sharemaestro Newsreel

Wedbush Flags Surprise AMD Catalyst From Anthropic

This article first appeared on GuruFocus. AMD Gets Fresh AI Demand Signal From Anthropic Data Center Deal Advanced Micro Devices (NASDAQ:AMD) is getting another potentially important signal that its Anthropic partnership could translate into substantial real-world AI infrastructure demand. Wedbush says Anthropic's reported 191-megawatt …

General Catalyst leads $1.1B round into 2-month-old River AI

River AI, an AI startup founded by xAI co-founder Igor Babuschkin, has secured $1.1 billion in funding in a seed/Series A round led by General Catalyst and AMP PBC, with participation from Nvidia, AMD Ventures, Y Combinator, and Temasek. (AMP PBC is an AI-focused …

Marvell Could Be Next Winner in Microsoft AI Bet

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is reportedly preparing to unveil its next-generation Maia 300 AI accelerator, a move Wedbush says could create a meaningful new opportunity for Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). The key issue for investors is …

Sector Update: Tech Stocks Mixed Tuesday Afternoon

Tech stocks were mixed Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already …

Cardinal Infrastructure Group Inc. Class A Common Stock Q2 2026 Earnings Call Summary

Cardinal Infrastructure Group Inc. Class A Common Stock Q2 2026 Earnings Call Summary - Moby Strategic Execution and Performance Attribution Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why …

QumulusAI (QMLS) Signs Nvidia DRW Blackwell Deal: Can Contract Momentum Translate Into Revenue?

On August 11, QumulusAI (NASDAQ:QMLS), a neocloud infrastructure provider, signed a GPU-as-a-Service agreement with DRW, a diversified global trading firm, to supply a dedicated Nvidia Blackwell B300 cluster. The capacity will be served from QumulusAI's U.S. data center footprint, carrying an initial one-year term …

BioHarvest Sciences Inc. Common Stock Q2 2026 Earnings Call Summary

BioHarvest Sciences Inc. Common Stock Q2 2026 Earnings Call Summary - Moby Strategic Shift and Operational Performance Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 …

Why ASML Holding Stock Rallied Tuesday Morning

Shares of ASML Holding (NASDAQ: ASML) charged sharply higher on Tuesday, jumping as much as 5%. As of 12:54 p.m. ET, the stock was still up 3.2%. The catalyst that sent the chipmaking equipment provider higher was robust sales from one of the company's …

QuantumScape Has Promised a Battery Breakthrough for Years. Is 2026 Finally The Year?

QuantumScape (NASDAQ: QS), a developer of solid-state batteries, went public through a merger with a special purpose acquisition company (SPAC) on Nov. 27, 2020. Before its market debut, it claimed it could commercialize its first batteries by 2024. It also claimed its revenue would …

Why Archer Aviation Stock Just Jumped 9%

Archer Aviation (NYSE: ACHR) stock was up more than 9% as of 12:59 p.m. ET Tuesday. Markets were down slightly, with the S&P 500 falling 0.2% and the Nasdaq Composite losing 0.5%. Shares of the electric vertical takeoff and landing (eVTOL) developer are flying …

AT&T Yields 4.7% and Trades At 8 Times Earnings. Is the SpaceX Threat Really Worth That Discount?

AT&T (NYSE: T) appears to face a significant threat from Space Exploration Technologies (NASDAQ: SPCX). COO Gwynne Shotwell announced that SpaceX's connectivity segment, Starlink, will compete with AT&T, Verizon, and T-Mobile as a full-fledged wireless carrier. Admittedly, such a move appears bleak for AT&T …

Intel makes another $15 billion vital move as AI demand accelerates

Time and again, I've seen the same movie at Intel, from different angles. From the layoffs, the 18A yield progress, the management restructuring, the CHIPS Act subsidies, and the Q2 beat, which was the company's strongest revenue growth in 15 years. Each piece of …

AMD Sees AI Inference Fueling Explosive Data Center Growth in 2027

Key Points Interested in Advanced Micro Devices, Inc.? Here are five stocks we like better. AMD expects data center revenue to grow by much more than 100% in 2027, driven by rising AI inference demand and agentic AI workloads. Its server business already grew …

Analyst predicts 55% rally for surging stock on $9B Anthropic deal

Riot Platforms (Nasdaq: RIOT), the data infrastructure company well-known for its Bitcoin (BTC) mining and artificial intelligence (AI) operations, signed a 20-year lease with a leading AI lab on Aug. 10. Bloomberg identified the AI lab as Anthropic. Riot announced the data center lease …

DigitalOcean (DOCN) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Tuesday, Aug. 4, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer - Padmanabhan SrinivasanChief Financial Officer - Matt SteinfortHead of Investor Relations - Radu Patrichi Need a quote from a Motley Fool analyst? Email pr@fool.com TAKEAWAYS …

Rackspace outlines 30-megawatt AMD AI deployment by end of 2028, targeting $450M-$600M annual revenue

Earnings Call Insights: Rackspace Technology (RXT) Q2 2026 MANAGEMENT VIEW * "I want to start by reviewing our progress toward a clear strategic goal, becoming the accountable provider and operator of the full enterprise AI stack from core to cloud to edge" (CEO & …

NVIDIA’s Rally Sets Up a Bigger Test Ahead of Earnings

Why Anthropic’s $9 Billion Deal With Riot Is a Watershed Moment for Bitcoin Miners

Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron’s. Continue Reading

Riot Platforms $9.1B AI deal fuels speculation around Anthropic IPO

Riot Platforms Inc (NASDAQ:RIOT) shares rose about 4% on Tuesday after the bitcoin mining company announced a 20-year data center lease with a leading frontier AI lab in a deal valued at approximately $9.1 billion over its initial term. The tenant was not identified …

Lion Finance Group Q2 Earnings Call Highlights

Key Points Interested in Lion Finance Group PLC? Here are five stocks we like better. Strong Q2 performance: Revenue rose 23.4% year over year, profit increased 20.6%, and loans and deposits grew 23% and 26.8%, respectively. The 0.6% quarterly cost of risk was below …

Does Intel's Revenue Growth Signal a Turnaround in Its Fortunes?

Intel Corporation INTC appears to be gaining momentum, with improving revenues highlighting a significant turnaround in the chipmaker's fortunes. Strength across the data center and client computing businesses, growing AI-related demand and improving manufacturing execution are helping revive the company's growth trajectory. The company …

RIOT Q2 Earnings Call Centers on AI Leasing and Funding

Riot Platforms, Inc. RIOT used its Q2 earnings call to frame 2026 around data center execution, led by a new 191-megawatt Rockdale lease with a leading frontier AI lab and a full-site Corsicana letter of intent. Financially, RIOT posted a loss of 68 cents …

KOD Begins Late-Stage Study of KSI-501 in Diabetic Macular Edema

Kodiak Sciences KOD announced that it initiated a global late-stage ALTO study evaluating KSI-501 in patients with diabetic macular edema (DME). KSI-501 is an investigational bispecific therapy that targets IL-6 and VEGF for the treatment of retinal vascular diseases. Patient enrollment is ongoing. DME …

Rackspace Technology Q2 Earnings Call Highlights

Key Points Interested in Rackspace Technology, Inc.? Here are five stocks we like better. Rackspace reported Q2 revenue of $670 million, up 1% year over year, while maintaining 2026 guidance and forecasting positive full-year free cash flow of $50 million to $70 million. The …

Nvidia Rises Amid Massive Wall Street Partnership; Is Nvidia A Buy Now?

Nvidia rises in a base on Tuesday after the company announced a partnership with large investment banks to raise $500 billion. Continue Reading

Bitcoin's Biggest Rival Isn't Ethereum. It's the AI Trade

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Bitcoin's biggest rival for investor attention may no longer be Ethereum(CRYPTO: ETH) or any other cryptocurrency. Increasingly, it's the AI trade. Bitcoin(CRYPTO: BTC) trades near $64,000, well …

Nvidia Confirms $500 Bil AI Funding Deal. These Stocks Jump.

Nvidia confirmed late Monday that it will work with six of the world's largest financial companies to secure $500 billion in funding for artificial intelligence infrastructure. The financial stocks jumped on Tuesday. Continue Reading

Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears

The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%. September E-mini S&P futures (ESU26) fell -0.07%, and September E-mini Nasdaq futures (NQU26) …

Can MRVL's NVDA Alliance Help it Challenge ALAB & AVGO?

Marvell Technology MRVL and NVIDIA NVDA are collaborating on advanced networking and optical technologies. Their expanded partnership includes silicon photonics and advanced optical interconnect solutions, areas in which MRVL has established capabilities in optical DSPs, silicon photonics and high-speed connectivity, and NVIDIA has NVLink …

The Crown Keeps Switching Hands: Apple Inc. (AAPL) vs NVIDIA Corporation (NVDA)

Apple Inc. (NASDAQ:AAPL) and NVIDIA Corporation (NASDAQ:NVDA) have traded the title of world's most valuable company more than once in the past two weeks. Apple first edged ahead on Friday, July 17, at $4.88 trillion versus Nvidia's roughly $4.86 trillion after Nvidia shares fell …

Forex Market Forecast – Euro, Pound, and Yen Test Support as US Yields Drift

EUR/USD Technical AnalysisEUR/USD sits at 1.1540 near the 50-period EMA, pulling back from the 1.1580 spike with the 1.1550 level as near-term resistance. Source: TradingView The Euro has bounced a bit during the early part of the trading session here on Tuesday as we …

The AI Trade Has a New Battleground and One Stock is Emerging as a Winner

Quick Read After peaking near $309 and pulling back to $208, MRVL earns a BUY rating with a $273 price target implying 31% upside. AVGO trades at a far cheaper 23x forward earnings versus MRVL's 54x, but Marvell's smaller revenue base supports faster percentage …

XAI co-founder's startup River AI raises $1.1 billion to expand custom AI tools

Aug 11 (Reuters) - Startup River AI, founded by xAI co-founder Igor Babuschkin, said on ‌Tuesday it has raised $1.1 billion, looking to ‌expand tools that help clients build personalized AI models on ​their own data. The fundraise was led by General Catalyst and …

Riot Platforms Stock Surges on $9.1 Billion AI Compute Supply Deal With Anthropic

Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron’s. Continue Reading

Can NVIDIA's Vera CPU Challenge Intel and AMD's Market Dominance?

NVIDIA Corporation NVDA is taking a bigger step into the CPU (Central Processing Unit) market with its Vera processor, designed specifically for agentic artificial intelligence (AI) workloads. The move could give NVIDIA another growth engine while increasing pressure on established server CPU leaders Intel …

Riot Stock Soars as It Lands a $9.1 Billion AI Cloud Deal

This article first appeared on GuruFocus. Riot Platforms (NASDAQ:RIOT), a Bitcoin miner that has moved into selling AI data-center capacity, rose 18.87% premarket after striking a 20-year deal to supply 191 megawatts of computing to Anthropic from its Rockdale, Texas campus, according to Bloomberg, …