Sharemaestro Newsreel

NVIDIA Corporation (NVDA) and Naver: A $1 Billion AI Bet in South Korea

NVIDIA Corporation (NASDAQ:NVDA) will invest about $1.01 billion in South Korean internet company Naver to help finance an AI data center, taking a 4.5% stake in Naver once the deal closes. Nvidia, Naver, and U.S. private equity firm Brookfield are also in talks for …

AI computing power is becoming a tradable asset class as CME launches futures contracts

Computing power is emerging as a new tradable asset class, with CME Group set to launch the first futures contracts tied to the cost of running the chips that power artificial intelligence. The exchange is partnering with Silicon Data to introduce two compute futures …

AI lending rules loosened despite bubble fears

AI data centres will be exempt from strict financial crisis-era lending rules despite fears regarding the sector's debt-fuelled spending. The US Securities and Exchange Commission (SEC) has loosened rules for some data centre owners to issue so-called "asset-backed securities" (ABS), a complex type of …

Robinhood (HOOD)’s Growth Story: Can Diversification Offset Market Volatility?

Robinhood Markets, Inc. (NASDAQ:HOOD)'s push to become a diversified financial-services platform received a boost after the company delivered second-quarter results that affirmed underlying growth. Continued momentum across the product lineup and resilience in a volatile market reinforced the growth trajectory. Robinhood Financial Services Evolution …

Is Broadcom’s (AVGO) Next Big Bet Hidden in Plain Sight?

On August 4, Broadcom (NASDAQ:AVGO) said its software business had joined NVIDIA (NASDAQ:NVDA) and other industry partners as a founding member of the Open Secure AI Alliance, an effort to build open, collaborative defenses against AI-driven cyberattacks. It is a modest headline next to …

Nvidia Is Building a Bigger Open-Source AI Bet

This article first appeared on GuruFocus. Nvidia Corp. (NVDA, Financials), the dominant maker of artificial intelligence chips, is expanding its push into open AI models as it looks for another way to increase demand for its hardware. Warning! GuruFocus has detected 4 Warning Signs …

Atlassian and Doximity Just Surged 30% After Earnings: 3 Software Stocks with the Same Setup

It's a great feeling when a stock you own absolutely skyrockets higher after reporting earnings. Two software-as-a-service (SaaS) stocks, Atlassian (NASDAQ: TEAM) and Doximity (NYSE: DOCS), gave their investors something to cheer about when both companies' share prices skyrocketed more than 30% this past …

Why Bloom Energy Stock Crashed in July

Shares of Bloom Energy (NYSE: BE) soared 248% in the first half of 2026, hitting a 52-week high of $351.28 on June 25 as the fuel cell maker rode a wave of artificial intelligence (AI) data center demand for on-site power, landed marquee deals …

Rocket Lab Falls 7% as Neutron Launch Window Narrows

This article first appeared on GuruFocus. Rocket Lab Corp. (RKLB, Financials), the space launch and satellite company, fell about 7% in extended trading after management signaled that the first flight of its Neutron rocket could slip beyond 2026. Warning! GuruFocus has detected 4 Warning …

Qualcomm Aktie: Erste Group senkt EPS-Prognose

Update: Equities Fall, Oil Advances as Hope Dims for Hormuz Reopening

Stocks_Chart market equity trading wall street -Shutterstock (Updates with latest market prices and developments.)US benchmark equity indexes fell intraday and oil prices extended their rally amid growing uncertainty around the reopening of the Strait of Hormuz.The Nasdaq Composite was down 0.6% at 26,436.2 after …

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 …

Market Indexes Drift Lower While Most Stocks Rise

Wall Street is saving its energy for Wednesday morning's inflation report, which should decide where this calm market goes next. Meanwhile, the top stock market indexes look pretty quiet again. The Dow Jones Industrial Average (DJINDICES: ^DJI) is down 0.08%, the S&P 500 (SNPINDEX: …

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 …

Nvidia Taps Wall Street for $500 Billion Funding Commitment

US investment giants including Apollo Global Management Inc., Blackstone Inc., BlackRock Inc. and Brookfield Asset Management are partnering with Nvidia Corp. to source $500 billion in financing for artificial intelligence infrastructure. Bloomberg's Ed Ludlow joins to discuss this as well as Intel raised $20 …

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 & …

Elon Musk Says Memory Is Now AI's Biggest Bottleneck. Here's What That Means for Micron and Sandisk.

Key Points Elon Musk stated that memory chip production capacity is growing much more slowly than demand. Both Sandisk and Micron shares are inexpensively priced.10 stocks we like better than Sandisk › Listening to earnings calls can be a great way for investors to …

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

Nvidia’s Next Act: Can NVDA Defy Gravity Again?

Quick Read NVDA trades 28% below its 52-week high despite posting $81.6 billion in Q1 FY27 revenue, up 85% year over year. At 26x forward earnings with 65% operating margins and a PEG of 0.62, NVDA's valuation looks cheap relative to its growth rate. …

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 …

Michael Burry Has a Stark Warning for Investors Betting on Today's Market

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) renewed his criticism of current U.S. market valuations over the weekend, arguing that investors are placing too little weight on price and fundamentals. Warning! GuruFocus has detected 5 Warning Signs with TSLA. Is TSLA …

Top Midday Stories: Nvidia Developing Ambitious Open-Source AI Model; Intel Upsizes Share Offering to $20 Billion

Stocks were down in late-morning trading Tuesday, as investors continued to look for signs of progre 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 …