Sharemaestro Newsreel

Anthropic signs $9.1 billion data center deal with Riot Platforms

Anthropic has struck a $9.1 billion agreement with Riot Platforms, a bitcoin mining company that has been building out AI data center capacity, according to Bloomberg. Riot disclosed the deal on Monday, describing the counterparty only as a "leading frontier AI lab." Riot's Rockdale, …

River AI Raises $1.1B Led by General Catalyst and AMP PBC to Build Open AI Stack

Founded by xAI co-founder Igor Babuschkin, River AI gives developers and enterprises the tools to train, tune, and own custom AI models PALO ALTO, Calif., August 11, 2026--(BUSINESS WIRE)--River AI, the full-stack AI company founded by xAI co-founder Igor Babuschkin, today announced $1.1 billion …

Anthropic’s $965B IPO Path Runs Through Seven Compute Corridors Across Three Continents

Anthropic's $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms — effectively decoupling its …

I’m Buying Nvidia Ahead of Aug. 26 Earnings Exactly For The Reason You Think

Quick Read NVDA commands over 80% of the high-end AI accelerator market as Microsoft, Meta, Alphabet, and Amazon collectively commit $200B to AI infrastructure. AMD's MI-series and AVGO's custom silicon both lack NVDA's full-stack advantages, including CUDA lock-in, NVLink networking, and a 71% gross …

What Is Behind Advanced Micro Devices (AMD) Stock Dropping Today?

Hiltzik: The Trump administration's investments in corporate stocks raise fears of 'crony capitalism'

It was about one year ago that the Trump administration announced a truly eye-opening transaction: In return for an $8.9-billion investment in the chipmaker already authorized under the Biden-era CHIPS Act, the government would take a roughly 10% stake in Intel shares — making …

Intel's huge rally is helping pay for its AI comeback: Chart of the Day

Intel's (INTC) AI ambitions are getting more expensive. Its 165% rally this year is helping foot the bill. The chipmaker said Monday it plans to raise $15 billion by selling new shares to investors, giving it fresh cash for factories, equipment, day-to-day operations, and …

Biggest stock movers Tuesday: PLUG, RKLB, and more

[Close-up of male professional hands using mobile phone] Luis Alvarez Stock futures edged lower Tuesday morning as investors braced for crucial U.S. inflation data later this week while weighing lingering uncertainties surrounding the Strait of Hormuz. Here are some of Tuesday's biggest stock movers: …

Riot Platforms reports Q2 results

* Riot Platforms press release [https://seekingalpha.com/pr/20607036-riot-reschedules-second-quarter-2026-earnings-conference-call] (RIOT [https://seekingalpha.com/symbol/RIOT]): Q2 GAAP EPS of -$0.68 misses by $0.39. * Revenue of $174.2M (+13.9% Y/Y) beats by $21.32M. * Data Center revenue of $23.2 million for the quarter, comprised of $4.9 million in operating lease revenue and …

This AI Cloud Stock Is Obliterating Amazon, Microsoft, and Alphabet With a 1-Year Return of 275%. Is It Still a Buy?

Key Points Most large organizations rely on the cloud divisions at Amazon, Microsoft, and Alphabet to deploy artificial intelligence software. DigitalOcean recently launched a new platform called AI-Native Cloud, where small and midsized businesses can tap into data centers, frontier models, and more. DigitalOcean …

3 Dividend-Paying Industrial Stocks to Buy in August

Key Points The semiconductor sector recently saw a $1.3 trillion wipeout, leaving many investors vulnerable. Diversification helps make portfolios more robust, especially by owning the companies with the financial strength to keep boosting their dividend payouts. Stanley Black & Decker, Emerson Electric, and Illinois …

AI’s biggest buildout is here. These stocks offer a way to invest in the data center boom

The AI revolution is leading to a massive boom in data centers. Major cloud service providers like Google, Meta, Microsoft, and Amazon are engaged in a frenzied bid to keep up with the demand for AI services, and are spending hundreds of billions of …

Intel upsizes stock offering to $20B, prices at $95

[Intel Headquarters] JasonDoiy Intel (INTC [https://seekingalpha.com/symbol/INTC]) announced Tuesday the pricing of its upsized $20B public stock offering, selling over 210 million shares at $95 per share, according to a statement [https://seekingalpha.com/pr/20613961-intel-announces-upsize-and-pricing-of-20-billion-common-stock-offering]. The chipmaker has granted to the underwriters a 30-day option to purchase up …

Riot Platforms Inc (RIOT) (Q2 2026) Earnings Call Highlights: Strategic Pivot to AI Data ...

This article first appeared on GuruFocus. Total Revenue: $174 million, a 14% increase year-over-year. GAAP Net Loss: $237 million, or $0.68 per diluted share. Adjusted EBITDA Loss: $70 million. Data Center Segment Revenue: $23 million, including $4.9 million in operating lease revenue. Operating Lease …

MiTAC Computing Technology USA Corporation Announces Grand Opening of Expanded Newark Office to Drive U.S. Infrastructure Growth

NEWARK, Calif., Aug. 10, 2026 /PRNewswire/ -- MiTAC Computing Technology Corporation, a global leader in high-performance, energy-efficient server solutions and a subsidiary of MiTAC Holdings Corporation (TWSE:3706), announced the grand opening of its expanded Newark, California operations facility for MiTAC Computing Technology USA Corporation. …

Adeia (ADEA) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Monday, Aug. 3, 2026 at 5 p.m. ET CALL PARTICIPANTS Vice President and Investor Relations - Chris ChaneyPresident and Chief Executive Officer - Paul DavisChief Financial Officer - Keith Jones TAKEAWAYS Revenue -- $96.1 million, driven by the …

What Does Super Micro Computer (SMCI) Winning A Gigawatt AI Data Center Mean?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Super Micro Computer (NasdaqGS: SMCI) has announced a new collaboration to build a gigawatt-scale data center for SpaceX and xAI. The project is positioned …

Anthropic Strikes $9 Billion Cloud Deal With Riot Platforms

(Bloomberg) -- Anthropic PBC has struck a $9.1 billion deal with Riot Platforms Inc., a Bitcoin mining company that recently began selling AI data center capacity, people familiar with the matter said, underscoring the Claude maker's efforts to secure enough computing to meet its …

Stock Screening Made Simple: A Guide

Stock screening is commonly deployed by investors to 'cut through the noise.' The approach is especially useful when considering the thousands of options to choose from, which can often overwhelm investors. Taking a different angle, screening is essentially the same idea as constructing a …

Intel (INTC) Tripled This Year, But Can a $15B Share Sale Stop the Momentum?

Intel (NASDAQ:INTC) shares have nearly tripled this year, outrunning AMD (NASDAQ:AMD), Nvidia (NASDAQ:NVDA), and the Philadelphia Semiconductor Index's nearly 75% climb. On August 10, the company said it would sell $15 billion of new stock to fund its push into contract chip manufacturing, and …

Nvidia (NVDA) Stock Trades Down, Here Is Why

What Happened? Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 2.1% in the afternoon session after investors grew concerned about a massive $500 billion financing plan for AI infrastructure and rising competition from major customers. The chipmaker is reportedly working with financial …

Why AMD Stock Tumbled 18% in July

Key Points The world's largest semiconductor stocks lost a collective $1 trillion in market capitalization last month. AMD investors were worried that tech companies were spending too much on AI.10 stocks we like better than Advanced Micro Devices › Shares of the semiconductor company …

AMD Brings Meta's New AI Model to PCs

This article first appeared on GuruFocus. Advanced Micro Devices Inc. (AMD, Financials), the chipmaker competing with Nvidia in AI computing, is bringing Meta's new Muse Glimmer 30B model directly to supported PCs and workstations. Warning! GuruFocus has detected 4 Warning Signs with AMD. Is …

Microsoft Rethinks Its Nvidia Reliance

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is preparing its biggest push yet to turn homegrown AI silicon into a meaningful alternative to Nvidia, with the software giant reportedly planning to unveil its Maia 300 accelerator as early as September. Microsoft is also …

What Advanced Micro Devices (AMD)'s New Instinct Coder AI Stack and Data Center Push Means For Shareholders

In early August 2026, Advanced Micro Devices reported second-quarter 2026 results showing higher sales and net income versus a year earlier, while also issuing revenue guidance for the third quarter and unveiling AMD Instinct Coder, a turnkey enterprise AI inference solution built with Spectro …

Schwab Trading Activity Index™: STAX Score Increases Modestly in July

Schwab Trading Activity Index vs. S&P 500 (Graphic: Charles Schwab) Schwab clients were net buyers, using late-month dips to add exposure across individual stocks, ETFs, and options Key Takeaways: The Schwab Trading Activity Index™ (STAX) increased to 59.80 in July, up slightly from its …

Taalas Buyout Boosts AMD's AI Inference Abilities Against NVDA & GOOGL

Advanced Micro Devices AMD announced on Thursday (Aug. 6) that it has entered into a definitive agreement to acquire Taalas, a Toronto-based developer of specialized AI inference silicon, as the company looks to strengthen its position in the rapidly expanding AI inference market. Taalas' …

Cerebras Q2 Earnings Loom: Buy or Sell CBRS Stock Ahead of Results?

Cerebras Systems CBRS is set to release its second-quarter 2026 results on Aug. 12. The company anticipates second-quarter 2026 core revenues of $194 million, implying 88% year-over-year growth. The Zacks Consensus Estimate for revenues is pegged at $194.16 million. Cerebras reported revenues of $193.4 …

OTLK Up More Than 300% in 3 Months: Here's What You Should Know

Shares of Outlook Therapeutics OTLK have witnessed a significant surge over the past three months, primarily driven by growing investor optimism related to the company's sole product, Lytenava, which is approved for the treatment of patients with wet age-related macular degeneration (wet AMD). OTLK's …

AI Workload Evolution Is Creating a New Growth Catalyst for Arm Holdings plc (ARM)

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, …

Intel Corporation’s (INTC) Role in AI Infrastructure Shift

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, …

Broadcom’s Brilliant Positioning is Why I Am Loading Up Over and Over

Quick Read Broadcom holds a near-monopoly on high-speed AI Ethernet switching, collecting revenue regardless of which hyperscaler wins the custom silicon race. AVGO guides Q3 AI semiconductor revenue to $16 billion, a 200%+ year-over-year jump, while NVDA competes with the very customers Broadcom serves. …

Synopsys (SNPS) Unleashes Agentic AI Chip Design Tools Backed by Microsoft, AMD

Synopsys (NASDAQ:SNPS) just handed AMD (NASDAQ:AMD) and Microsoft (NASDAQ:MSFT) a new way to design chips: let AI agents do more of the work. On July 27, Synopsys unveiled autonomous agentic AI workflows built with Microsoft and already being evaluated by AMD, aimed at cutting …

Why AMD (AMD) Could Benefit as AI Shifts From Training to Inference

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, …

Nvidia Scores 12% Weekly Gain As Taiwan Semiconductor Sales Soars; Is Nvidia A Buy Now?

Nvidia takes a breather after jumping 12% last week. The stock is in a cup base with a buy point of 236.54. Continue Reading

What TSMC’s Surging Sales Growth Means for Apple and Nvidia Stocks

Taiwan Semiconductor Manufacturing reported monthly sales which were ahead of its annual growth forecast. Continue Reading