{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Thailand Semiconductors news", "home_page_url": "https://sharemaestro.com/newsreel/th/technology/semiconductors/", "feed_url": "https://sharemaestro.com/newsreel/th/technology/semiconductors/feed.json", "description": "Latest Semiconductors company headlines from Thailand, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:82472b7d6e48295aa77cc00d58e22b2c29a79ec6ae8f58c96371dd35b157b7ef", "url": "https://www.nasdaq.com/articles/cathie-wood-bought-599-million-nvidia-stock-earnings-heres-what-investors-should-know", "external_url": "https://www.nasdaq.com/articles/cathie-wood-bought-599-million-nvidia-stock-earnings-heres-what-investors-should-know", "title": "Cathie Wood Bought $59.9 Million of Nvidia Stock Before Earnings. Here's What Investors Should Know.", "content_text": "Key Points Cathie Wood has added more Nvidia shares to five Ark Invest ETFs. Analysts are expecting another strong quarter from the chipmaker, with revenue growth anticipated to exceed 90%. Nvidia's earnings report is scheduled for Aug. 26.10 stocks we like better than Nvidia \u203a Nvidia(NASDAQ: NVDA) will report its second-quarter results on Aug. 26, and there's plenty of reason for optimism. The company is the leading maker of the processors that power artificial intelligence workloads, and it remains the world's largest company by market cap. Nvidia has a history of delivering quarterly result", "date_published": "2026-08-13T20:54:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:a77afa2ad772cb3680d49c1661913ca06a76bb4ccc0fe699c6de45886e6924db", "url": "https://www.nasdaq.com/articles/micron-and-sandisk-stock-have-plummeted-heres-why-now-perfect-time-buy", "external_url": "https://www.nasdaq.com/articles/micron-and-sandisk-stock-have-plummeted-heres-why-now-perfect-time-buy", "title": "Micron and Sandisk Stock Have Plummeted. Here's Why Now Is the Perfect Time to Buy", "content_text": "Key Points Memory chips continue to be a damper on the AI build-out. Wall Street expects huge growth for both companies over the next year. 10 stocks we like better than Micron Technology \u203a Micron Technology(NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been up and down stocks. While they were incredible investments at the start of 2026, these two stocks are now trading down 25% to 42%, respectively, from their 2026 highs. However, I think they're both ready for a rebound and could easily end the year strongly. The reality is that memory chips are in short supply, and prices continue to rise. Th", "date_published": "2026-08-13T19:25:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "MICRON01", "MICRON19"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MICRON01", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b06d87fc-2e6c-4def-baee-2395f6e778c9/"}, {"symbol": "MICRON19", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ed9a566d-2138-4982-a873-e5260b768ea2/"}]}}, {"id": "source:2d20bac3cc915bd9d1a89d4b170d76f74c8578741630bc19265e10ca5e9b30ef", "url": "https://finance.yahoo.com/video/nvidia-credit-risk-eases-still-191900339.html", "external_url": "https://finance.yahoo.com/video/nvidia-credit-risk-eases-still-191900339.html", "title": "Nvidia Credit Risk Eases, Still Elevated After $500B Plan", "content_text": "Bloomberg's James Crombie joins Emily Graffeo on \"Real Yield.\" Bond traders dialed back measures of credit risk associated with Nvidia after the company said it would limit its exposure in a $500 billion plan to finance the type of AI investments that are driving demand for its computer chips. View Comments", "date_published": "2026-08-13T19:19:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:ac16b9a35d37acb066e754bf35e6fa5748bebdd5bf4c97f7990e4c8b58209dcd", "url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-stock-gains-while-norway-184712089.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-stock-gains-while-norway-184712089.html", "title": "Nvidia Stock Gains While Norway Fund Reveals Top Holding", "content_text": "This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA), the AI-chip powerhouse at the center of the global computing boom, gained approximately 0.8% Thursday morning as another striking measure of its market dominance emerged. Norway's Government Pension Fund Global now counts Nvidia as its single largest equity holding, with the stake valued at 612 billion Norwegian kroner as of June 30. That puts Nvidia ahead of virtually every other corporate giant in one of the world's biggest investment portfolios. The disclosure landed alongside Thursday's share-price gain, although there is no e", "date_published": "2026-08-13T18:47:12+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:8cc4e75fcb7df82fc89a03df68417ed332e22d7b2582471f27095d6857995203", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-ai-infrastructure-181511541.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500-billion-ai-infrastructure-181511541.html", "title": "How Nvidia\u2019s $500 Billion AI Infrastructure Financing Push Could Impact NVIDIA (NVDA) Investors", "content_text": "Nvidia recently unveiled memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent compute financing platforms intended to mobilize over US$500.00 billion of third\u2011party capital for global AI infrastructure buildouts across data centers and \"AI factories.\" This move effectively recasts Nvidia GPUs and systems as long\u2011lived, financeable infrastructure assets, widening access to its platforms while raising fresh questions about leverage, residual value risk, and how sustainable the current pace of AI spending will be. Next, we'll ex", "date_published": "2026-08-13T18:15:11+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:a643a757b5baea2cc3a7665d034f51b421b4c41072a0ac6b76794b810b0a9bee", "url": "https://finance.yahoo.com/technology/ai/articles/bofa-picks-amd-nvidia-ai-170830595.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/bofa-picks-amd-nvidia-ai-170830595.html", "title": "BofA picks AMD and Nvidia as AI chip winners in massive CPU market", "content_text": "This article first appeared on GuruFocus. Bank of America (BAC) is becoming more bullish on processors as the rise of AI agents could create a larger role for CPUs inside data centers. The firm now sees the server CPU opportunity surpassing $210 billion by 2030. The revised forecast marks a sizable increase from its previous estimate of roughly $170 billion. Analyst Vivek Arya also lifted the expected annual growth rate to 36% from 30%, pointing to changing AI workloads as a key factor. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our ", "date_published": "2026-08-13T17:08:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:3b9db29191c3f1c67bd0ce1915d3366baa9b4e94637ce26f67012740338c8d12", "url": "https://finance.yahoo.com/markets/stocks/articles/micron-faces-burry-bet-china-165751045.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/micron-faces-burry-bet-china-165751045.html", "title": "Micron Faces a New Burry Bet as China Memory Pressure Builds", "content_text": "This article first appeared on GuruFocus. Memory-chip maker Micron Technology Inc. (MU, Financials) fell in premarket trading as investors assessed a new pessimistic forecast from Michael Burry (Trades, Portfolio) and increasing competition from Chinese memory suppliers.Burry said he boosted to his Micron short around $924 and also added to his bets on the larger semiconductor sector.That's good timing given Micron's been benefitting from a fast run-up in memory pricing, but the increased Chinese supply may eventually put a brake on that trend.CXMT has become the fourth-largest DRAM maker in t", "date_published": "2026-08-13T16:57:51+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "MICRON01", "MICRON19"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MICRON01", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b06d87fc-2e6c-4def-baee-2395f6e778c9/"}, {"symbol": "MICRON19", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ed9a566d-2138-4982-a873-e5260b768ea2/"}]}}, {"id": "source:cd3a2ec3712d3d5cdbdbf7d0e88dbb6c37e8e0c4dd21d591c517cb7749938cba", "url": "https://finance.yahoo.com/markets/stocks/articles/micron-just-lost-ground-key-165356690.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/micron-just-lost-ground-key-165356690.html", "title": "Micron Just Lost Ground in Key Memory Market", "content_text": "This article first appeared on GuruFocus. China's Yangtze Memory Technologies has overtaken Micron Technology (NASDAQ:MU) and Kioxia in global NAND shipments, highlighting China's growing presence in a memory market being reshaped by severe supply constraints. But for Micron investors, the headline market-share loss looks less alarming when measured against revenue, pricing and the company's accelerating push into higher-value data-center storage. Warning! GuruFocus has detected 3 Warning Signs with MU. Is MU fairly valued? Test your thesis with our free DCF calculator. Micron is a major U.S. ", "date_published": "2026-08-13T16:53:56+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MICRON01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MICRON01", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b06d87fc-2e6c-4def-baee-2395f6e778c9/"}]}}, {"id": "source:3b789725dfa66ae2ebcd4684d42d2ffeb9ce81fdbd8c856a20523b595ba4b775", "url": "https://finance.yahoo.com/markets/stocks/articles/michael-burry-doubles-down-nvidia-160000531.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/michael-burry-doubles-down-nvidia-160000531.html", "title": "Michael Burry doubles down on Nvidia short after $500B chip deal he calls a 'Wall Street stunt' with 'shades of Enron'", "content_text": "Unprecedented moves in the AI space this week are giving stock market experts flashbacks to one of the most famous corporate scandals in history, stoking fears that we're in line for a similarly catastrophic fallout. The headline-worthy $500 billion that Wall Street just announced it's providing Nvidia clients to scale their AI infrastructure marks the beginning of an untested new future for financial engineering that commentators such as Ed Yardeni and Michael Burry are extremely wary of. And, based on the implications for the average portfolio and the economy at large, you may need to be war", "date_published": "2026-08-13T16:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:8b23f8d708f38fc54618bf092d87dfc54827fa335c76f03daa15b726af61fa03", "url": "https://finance.yahoo.com/markets/stocks/articles/analysts-undervaluing-berkshire-hathaway-now-160000225.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/analysts-undervaluing-berkshire-hathaway-now-160000225.html", "title": "Analysts Are Undervaluing Berkshire Hathaway Now That Greg Abel Is Putting the Company's Cash to Work. But That's Not the Reason.", "content_text": "Given that the stock's only a tad below analysts' consensus price target of $525.08 following the recent release of its second-quarter results, Berkshire Hathaway's (NYSE: BRKA) (NYSE: BRKB) Class B shares appear to be fully and fairly valued. And maybe they are. Dig deeper, though. There may be something the analyst community isn't fully appreciating. And it's not the fact that CEO Greg Abel is finally starting to do something with all that idle cash the company's been sitting on, either. It's how well its biggest cash cow is now doing. Missed Nvidia in 2009? This Rare Signal Is Flashing Agai", "date_published": "2026-08-13T16:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:26e7d07193f35cdd06b3581cc81ebcf241ab3fb20063a28d4b67a94ac1e00dfb", "url": "https://finance.yahoo.com/markets/stocks/articles/why-intuitive-machines-stock-dropped-154505146.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-intuitive-machines-stock-dropped-154505146.html", "title": "Why Intuitive Machines Stock Dropped Today", "content_text": "Space stock Intuitive Machines (NASDAQ: LUNR) tumbled 3% through 11:05 a.m. ET Thursday morning -- but it could have been worse. After reporting a big earnings miss for Q2 this morning, shares were at one point down as much as 16%! So what went wrong? Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bb Intuitive Machines Q2 earnings (er, loss) Analysts weren't expecting Intuit", "date_published": "2026-08-13T15:45:05+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:54f94b63670fecc6624e797f6409fddc334b8f283cec89db72f57b2aec4eca66", "url": "https://finance.yahoo.com/markets/stocks/articles/just-keep-following-money-following-154338806.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/just-keep-following-money-following-154338806.html", "title": "Just Keep Following The Money Following CoreWeave\u2019s Spike", "content_text": "Quick Read CoreWeave's $104 billion contracted backlog, with $25 billion in fresh Q3 commitments, gives the company multi-year revenue visibility few high-growth rivals can match. CRWV trades 28% below analyst targets, but NVDA supplier concentration and a debt-to-equity of 8.94 make leverage the defining risk. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) At $107.73, CoreWeave (NASDAQ:CRWV) sits at an inflection point. The stock ripped +19.28% on its first earn", "date_published": "2026-08-13T15:43:38+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:af75e7d60303f5bde642ccb8d73b9fe681ce974852fbde83e6cf128cfe127cbf", "url": "https://finance.yahoo.com/markets/stocks/articles/wall-street-treating-nvidia-gpus-154255132.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/wall-street-treating-nvidia-gpus-154255132.html", "title": "Wall Street Is Treating Nvidia GPUs Like Forever Cash-Flow Machines. Here\u2019s What Shatters That Illusion", "content_text": "Quick Read Nvidia's A100 GPUs launched in 2020 still command meaningful rental rates in 2026, pushing CoreWeave's contracted customer demand above $129 billion. Nvidia is mobilizing over $500 billion in third-party capital and backing residual values up to 25%, with CME compute futures set to formalize GPU cash flows. Andy Jassy said Amazon's Trainium business already runs at a $20 billion annual rate and could approach $50 billion, offering AI customers an escape from Nvidia hardware. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all", "date_published": "2026-08-13T15:42:55+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:1ead0c623d8846d4cb50d8a90dc062668b8c5da41c99d09ef5a9f87cd559f859", "url": "https://finance.yahoo.com/m/a3743f53-07ec-3d40-8a78-730f374d4169/nvidia%2C-ibd-stock-of-the-day%2C.html", "external_url": "https://finance.yahoo.com/m/a3743f53-07ec-3d40-8a78-730f374d4169/nvidia%2C-ibd-stock-of-the-day%2C.html", "title": "Nvidia, IBD Stock Of The Day, Nears Buy Point Ahead Of Fiscal Q2 Earnings Report", "content_text": "Nvidia is the IBD Stock Of The Day as the artificial intelligence chipmaker bounces back from a recent swoon. Continue Reading", "date_published": "2026-08-13T15:42:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:f2430ad20b36a14b333278b37448b6617afde72a860e1c881f8ae936ba011066", "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-says-nvidia-gpus-154158428.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-says-nvidia-gpus-154158428.html", "title": "Jim Cramer Says Nvidia GPUs Are \u2018More Like Fine Jewelry\u2019 Than Cars. Here Is Why That Matters for NVDA Investors.", "content_text": "Quick Read Jim Cramer argues NVDA GPUs hold value like fine jewelry, backed by 75% gross margins and $81.6B in Q1 FY2027 revenue. Nvidia's CUDA software moat anchors a $500B AI financing stack by ensuring installed GPUs retain collateral value years after newer chips ship. Analysts set a $302 consensus target on NVDA against a $223.80 share price, with the August 26 Q2 report the next test of the residual-value thesis. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponso", "date_published": "2026-08-13T15:41:58+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:28e04746528e1e668a8bf3ee47f383b2ee68a6f329a65483443bc3e169dc4e54", "url": "https://finance.yahoo.com/technology/ai/articles/why-nvidia-may-stand-way-153004691.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/why-nvidia-may-stand-way-153004691.html", "title": "Why Nvidia May Stand in the Way of Wall Street's Plans to Turn AI Compute Into a Commodity", "content_text": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. CME Group Inc. (NASDAQ:CME) said Tuesday it will launch AI compute futures on Oct. 5, pending regulatory review, with contracts tracking monthly rental prices for NVIDIA Corp. (NASDAQ:NVDA) H100 and B200 chips. The exchange wants to turn compute into a \"standardized tradable commodity,\" giving AI labs, hyperscalers and data center operators a way to hedge swings in computing costs. The plan rests on two awkward questions. Is compute uniform enough to trade like a commodity? And can a real marke", "date_published": "2026-08-13T15:30:04+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:30134bb26fbf4fc9f097ef3132a97fa80ca94e334eadf06eae38db89f51c6b27", "url": "https://finance.yahoo.com/m/c762d1cb-0ef2-378c-b69a-2766d2b14cf8/micron-stock-keeps-rallying..html", "external_url": "https://finance.yahoo.com/m/c762d1cb-0ef2-378c-b69a-2766d2b14cf8/micron-stock-keeps-rallying..html", "title": "Micron Stock Keeps Rallying. Watch Out for This New Memory-Chip Rival.", "content_text": "Despite Thursday\u2019s surge, the company fell behind in the second quarter among suppliers of NAND memory chips. Continue Reading", "date_published": "2026-08-13T15:28:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MICRON01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MICRON01", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b06d87fc-2e6c-4def-baee-2395f6e778c9/"}]}}, {"id": "source:dc95a5fc44dff3bd1be3ac42890bf51d4bf8e0321001016d5a2764373be7fe7d", "url": "https://finance.yahoo.com/technology/ai/articles/sam-altman-told-white-house-152500992.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/sam-altman-told-white-house-152500992.html", "title": "Sam Altman Told the White House He Supports Slowing AI Development. Here's Why That Matters for AI Stocks.", "content_text": "In late July, Sam Altman went to Washington, D.C., to brief lawmakers on OpenAI's next-frontier model after one of its systems autonomously hacked another artificial intelligence (AI) platform, Hugging Face, and then pivoted to attack a customer's cloud account. Coming out of those meetings, he told reporters he supports slowing the pace of AI development, said he had seen the draft framework for implementing President Donald Trump's AI executive order, and confirmed he would meet with White House chief of staff Susie Wiles to discuss how to vet newer AI models before release. That is a long w", "date_published": "2026-08-13T15:25:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:c71581b4e5aa4b6a5fd09c3cc3089b5b20c7c38af884c97f46e6323ab564e973", "url": "https://finance.yahoo.com/markets/stocks/articles/why-sandisk-stock-popped-again-152412021.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-sandisk-stock-popped-again-152412021.html", "title": "Why Sandisk Stock Popped Again Today", "content_text": "Sandisk (NASDAQ: SNDK) stock is heading into its fourth straight day of gains Thursday -- up 6.2% through 10:50 a.m. ET -- and has Evercore ISI to thank for it. In a note this morning, Evercore analyst Amit Daryanani reiterated his outperform rating and $2.800 price target on Sandisk stock, laying out multiple predictions for the company's future as Sandisk prepares to give an update for \"Investor Day.\" Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conv", "date_published": "2026-08-13T15:24:12+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:ff78312eb4e2d5e6406b0b594d91b232b04acfae90601faba3a92c1f9bc84788", "url": "https://finance.yahoo.com/markets/stocks/articles/iren-rallies-6-microsoft-signs-152128618.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/iren-rallies-6-microsoft-signs-152128618.html", "title": "IREN Rallies 6% as Microsoft Signs Off on Horizon 1, NVIDIA Grants Exemplar Cloud Status", "content_text": "Quick Read IREN surged 6% after Microsoft formally accepted Horizon 1, triggering monthly invoicing under a five-year, $9.7 billion cloud services agreement. NVIDIA's Exemplar Cloud designation validates Horizon 1's AI performance, potentially helping IREN attract hyperscalers beyond Microsoft for its 480MW 2026 capacity target. Peers APLD, CORZ, and WULF didn't match the size of IREN stock's move Thursday, confirming IREN's rally is a company-specific execution win, not a sector rotation. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and", "date_published": "2026-08-13T15:21:28+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:86dc2ce14a3d03f23de46b4dcc8f7ab7ccafb0b7f4449e1dd6ff88c32a30f8b4", "url": "https://finance.yahoo.com/technology/ai/articles/iren-iren-12-3-microsoft-151245335.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/iren-iren-12-3-microsoft-151245335.html", "title": "IREN (IREN) Is Up 12.3% After Microsoft Accepts Horizon 1 AI Cloud Deployment - What's Changed", "content_text": "IREN Limited recently confirmed that Horizon 1, the first of four 50MW direct-to-chip liquid-cooled AI cloud deployments, has been delivered to and accepted by Microsoft under their five-year, US$9.70 billion cloud services contract. In parallel, IREN secured NVIDIA Exemplar Cloud status for its GB300 NVL72 deployment at Horizon 1, underscoring its capability to run high-performance AI workloads at scale for hyperscale customers. We'll now explore how Microsoft's acceptance of Horizon 1 influences IREN's existing investment narrative around AI cloud growth and capital intensity. Rare earth met", "date_published": "2026-08-13T15:12:45+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:74a90c81ad2292dcff4a59644c70e86c7f23f1f7a849d4c3185f21f7035b4e0a", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500b-plan-risky-brilliant-150800745.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-500b-plan-risky-brilliant-150800745.html", "title": "Nvidia\u2019s new $500B plan is risky but brilliant, especially for aging GPUs", "content_text": "Nvidia announced this week that Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR were willing to commit up to $500 billion to build AI data centers. That eye-popping figure got a lot of the attention, but the bigger story is Nvidia's effort to create a secondary market for aging GPUs. To convince those big-name financial companies, Nvidia has agreed to guarantee, with its own money, that its chips used as collateral in these deals will retain their value. Many have now commented on how unusual, smart , and dangerous this plan is. It is all of those things. The bond markets got", "date_published": "2026-08-13T15:08:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:d54b70d6c59c17186dc12eace04f7c5528fd33e3b1cc343ecc7515aecaf310e6", "url": "https://finance.yahoo.com/technology/article/things-are-looking-up-for-ai-infrastructure-companies-for-now-150730483.html", "external_url": "https://finance.yahoo.com/technology/article/things-are-looking-up-for-ai-infrastructure-companies-for-now-150730483.html", "title": "Things are looking up for AI infrastructure companies, for now", "content_text": "The AI build-out doesn't appear to be slowing anytime soon. At least that's what you can glean from a trio of earnings after the bell on Tuesday. CoreWeave (CRWV), Nebius (NBIS), and Supermicro (SMCI) each reported strong quarterly results, sending shares soaring on Wednesday as investors shrugged off AI bubble fears for the time being. CoreWeave stock jumped as much as 20% Wednesday, while Supermicro was up roughly 15%. Nebius saw the biggest moves, with its stock soaring some 27%. The general trend among the three? Computing constraints aren't going anywhere, and businesses are willing to pa", "date_published": "2026-08-13T15:07:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:dfdbb99bf2d23cdd3af674b163754c0d1adfd904644b282075c0d71a4f4d9ca9", "url": "https://finance.yahoo.com/markets/stocks/articles/91-upstarts-loans-were-fully-145000235.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/91-upstarts-loans-were-fully-145000235.html", "title": "91% of Upstart's Loans Were Fully Automated Last Quarter. No Bank Can Underwrite That Cheaply.", "content_text": "Upstart (NASDAQ: UPST) has had its share of ups and downs since the fintech went public in late 2020. The company, which uses artificial intelligence (AI) to process loan requests, is currently in a downward trend, with the stock price sliding about 31% year to date. But there are some promising trends, illuminated in its recent second-quarter earnings, that bear watching. Let's look at them. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" sig", "date_published": "2026-08-13T14:50:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:9d471b3bb369bc1e52a8ce5fba6ad111559c3986d026bb87dbe661f8cf4bd5ab", "url": "https://finance.yahoo.com/technology/ai/articles/michael-burry-sounds-alarm-again-144154784.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/michael-burry-sounds-alarm-again-144154784.html", "title": "Michael Burry Sounds the Alarm Again: AI Is a Circular Financing Web With Nvidia In the Middle", "content_text": "Quick Read Michael Burry flagged that $879 billion in hyperscaler commitments circle through Nvidia (NVDA), inflating reported revenue without multiplying actual customer demand. Five hyperscalers carry $1.65 trillion in off-balance-sheet debt, and Nvidia's CDS spread has doubled in two months as credit markets price the risk. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Corporate America is expected to pour some $770 billion into AI infrastructure in 2026, and", "date_published": "2026-08-13T14:41:54+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:20179055609a2d9ba30e628657a3fb532b81346e2c90ac48b8b4cafd65c276f5", "url": "https://finance.yahoo.com/markets/stocks/articles/remitlys-send-volume-growing-nearly-143500462.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/remitlys-send-volume-growing-nearly-143500462.html", "title": "Remitly's Send Volume Is Growing Nearly Twice as Fast as Its Customer Count. That Gap Is the Whole Investment Case.", "content_text": "For nearly all businesses, more scale means wider profit margins and, therefore, profit growth that outpaces revenue growth. Credit the fact that at least some parts of any company's operating costs eventually plateau. And in some cases, even variable costs directly linked to manufacturing a product or providing a service eventually start flattening out. It's a premise that's increasingly important to current and prospective shareholders of Remitly Global (NASDAQ: RELY). The cross-border payments middleman continues to grow its customer count. But it's growing its total revenue at an even fast", "date_published": "2026-08-13T14:35:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:78d558312b6830dc24899877c26e4954a6ec023c6aecb41072a8c7cde10e17b2", "url": "https://finance.yahoo.com/technology/ai/articles/microns-ai-memory-focus-help-142800449.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/microns-ai-memory-focus-help-142800449.html", "title": "Can Micron's AI Memory Focus Help It Outpace SK Hynix and Sandisk?", "content_text": "Micron Technology, Inc. MU is sharpening its focus on artificial intelligence (AI) memory as demand for high-bandwidth memory (HBM), DRAM and data-center storage accelerates. The strategy is producing strong financial results, but Micron still faces tough competition from SK Hynix Inc. SKHY in HBM and Sandisk Corporation SNDK in NAND. Micron's third-quarter fiscal 2026 revenues surged 346% year over year to $41.46 billion, while non-GAAP earnings reached $25.11 per share compared with $1.91 a year earlier. Data-center demand was particularly strong, with revenues exceeding $25 billion during t", "date_published": "2026-08-13T14:28:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MICRON01", "MICRON19"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MICRON01", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b06d87fc-2e6c-4def-baee-2395f6e778c9/"}, {"symbol": "MICRON19", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ed9a566d-2138-4982-a873-e5260b768ea2/"}]}}, {"id": "source:89c757751fdf42098e97143db7508272f333f80283af0b575474889bc22ae1f9", "url": "https://finance.yahoo.com/markets/stocks/article/nvidia-bulls-may-have-a-small-problem-on-their-hands-142341243.html", "external_url": "https://finance.yahoo.com/markets/stocks/article/nvidia-bulls-may-have-a-small-problem-on-their-hands-142341243.html", "title": "Nvidia bulls may have a small problem on their hands", "content_text": "If there is any reason to proceed with caution ahead of Nvidia's (NVDA) earnings on Aug. 26, it's that the market is positioned for the company to post great results and for CEO Jensen Huang to sound super bullish on the earnings call. This could indeed create a sell-the-news moment, not unlike what has happened to Cisco (CSCO) stock on Thursday in response to strong quarterly numbers and a robust outlook. The stock had run up 65% in the past six months, with gains holding into the company's earnings on Wednesday evening. \"We expect a solid quarter [for Nvidia] with meaningful upside to guidan", "date_published": "2026-08-13T14:23:41+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:0243ae4d767efcd22446dd74ab0eebf6e3e6b4f2902a3aee7510441629b5d875", "url": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "external_url": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "title": "Stocks Close Higher on Favorable CPI Report and Positive AI News", "content_text": "The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks closed higher on Wednesday due to strength in AI and chip stocks after CoreWeave and Super Micro reported better-than-expected earnings. Stocks also received a lift from Wednesday\u2019s favorable CPI report, which supported T-note prices and reduced the odds of a rate hike at the next FOMC meeting to 40% from 51% on Tue", "date_published": "2026-08-13T14:22:55+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "NVDA80", "MICRON01", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "MICRON01", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b06d87fc-2e6c-4def-baee-2395f6e778c9/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:13efb0401465b028cab896110c81f8d0a5eaa89cc2616b0a404afa7425cda21a", "url": "https://finance.yahoo.com/economy/policy/articles/heres-where-fed-may-interest-142000274.html", "external_url": "https://finance.yahoo.com/economy/policy/articles/heres-where-fed-may-interest-142000274.html", "title": "Here's Where the Fed May Take Interest Rates Under Chairman Kevin Warsh", "content_text": "Federal Reserve Chairman Kevin Warsh began leading the U.S.'s central bank in March, and since then, the Fed has kept interest rates unchanged at both of its meetings. This past meeting, however, presented the largest Fed dissent in a decade, with nine policymakers voting to keep interest rates steady and three voting to raise them. The Fed will hold its next meeting in September, and people are torn on which way the committee will rule. A couple of different factors at play make the decision not so clear-cut. However, signs are pointing to another meeting without an increase. Missed Nvidia in", "date_published": "2026-08-13T14:20:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:c254b4315370664c95c7699fcfbe77ca2ff6f5a7d9582c93ab42e5a0765db716", "url": "https://finance.yahoo.com/technology/ai/articles/iren-jumps-10-microsoft-accepts-141654912.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/iren-jumps-10-microsoft-accepts-141654912.html", "title": "IREN Jumps 10% as Microsoft Accepts First AI Data Center Under $9.7 Billion Deal", "content_text": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. IREN Ltd.(NASDAQ:IREN) shares jumped over 10% Thursday after Microsoft Corp.(NASDAQ:MSFT) formally approved Horizon 1, clearing the first of four AI data centers IREN is building under their five-year, $9.7 billion cloud services deal. The milestone may be the clearest evidence yet that the company's multibillion-dollar pivot from Bitcoin mining toward AI infrastructure is delivering. Microsoft Signs Off on First IREN AI Deployment Horizon 1 is a 50-megawatt deployment of Nvidia Corp.(NASDAQ:NV", "date_published": "2026-08-13T14:16:54+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:747de049a06f3cfdd582f2fd0d656564f6f72aabc6fb698c041249e4b392766c", "url": "https://finance.yahoo.com/markets/stocks/articles/why-coherent-cohr-drawing-attention-140942387.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-coherent-cohr-drawing-attention-140942387.html", "title": "Why Is Coherent (COHR) Drawing Attention After A Q4 Beat And Raised Outlook?", "content_text": "Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Coherent (NYSE: COHR) reported fourth quarter results that exceeded expectations, supported by strong AI infrastructure demand in its data center optical networking business. The company issued an upbeat outlook for the first quarter, citing continued AI driven demand for its networking solutions. Nvidia committed a US$2b investment to expand Coherent's research, manufacturing, and operations capabilities as part of a wider partnership. This combination of stronger AI infrastructu", "date_published": "2026-08-13T14:09:42+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:0ea44bd26db093223338c54862992f630bd4baa8cd0311fc267c2e11dfa28c3a", "url": "https://finance.yahoo.com/markets/stocks/articles/barrick-minings-pullback-buying-window-140500140.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/barrick-minings-pullback-buying-window-140500140.html", "title": "My Take on Barrick Mining's Pullback: This Is a Buying Window, Not a Red Flag.", "content_text": "Shares of Barrick Mining (NYSE: B) are down around 0.5% so far this year and off roughly 20% from their 52-week high of $54.69. Based on those numbers, you would think the Canadian mining company is having a bad year, but that's far from the case. The company reported gold production of 719,000 ounces in the first quarter, up from its guidance of 640,000 to 680,000 ounces. Copper production rose 11%, year over year, to 49,000 tonnes. That increased production, along with elevated prices for gold and copper, is leading to better financials. Missed Nvidia in 2009? This Rare Signal Is Flashing Ag", "date_published": "2026-08-13T14:05:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:fb79e2127229fedc6403c05634f4229832a2f71a29c23747a7042ff78a522dd9", "url": "https://finance.yahoo.com/video/nvidia-circular-financing-keep-fueling-140000896.html", "external_url": "https://finance.yahoo.com/video/nvidia-circular-financing-keep-fueling-140000896.html", "title": "Can Nvidia\u2019s circular financing keep fueling the market rally?", "content_text": "Morning Brief Host Julie Hyman welcomes Defiance ETFs CIOSylvia Jablonski and Yahoo Finance Senior Business Reporter Ines Ferre to the show to break down Nvidia (NVDA)'s circular financing, the cyclical nature of the semiconductor industry, and whether massive AI capex spending can continue to fuel the chip rally. View Comments", "date_published": "2026-08-13T14:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:ba46dfe020e92ce784b1cc2ad28c501b895008a22ae09df215656b760fae62c9", "url": "https://finance.yahoo.com/m/0d88c3fd-a460-3b61-ad9f-0080edb573df/why-nvidia-stock-is-stuck.html", "external_url": "https://finance.yahoo.com/m/0d88c3fd-a460-3b61-ad9f-0080edb573df/why-nvidia-stock-is-stuck.html", "title": "Why Nvidia Stock Is Stuck Despite a Wild Week for AI", "content_text": "On paper, the technicals for the stock look positive. After closing above $224 on Wednesday, the share price is sitting comfortably above all of its 20-day, 50-day, and 200-day moving averages. Continue Reading", "date_published": "2026-08-13T13:59:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:4fa6e2408a37d863c78ee9fa6023cae6137f2ec60759908c09262619c7603673", "url": "https://finance.yahoo.com/markets/stocks/articles/se-q2-earnings-miss-estimates-135700365.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/se-q2-earnings-miss-estimates-135700365.html", "title": "SE Q2 Earnings Miss Estimates as Costs Rise, Revenues Beat & Grew Y/Y", "content_text": "Sea Limited's SE adjusted earnings were 86 cents per share in the second quarter of 2026, missing the Zacks Consensus Estimate by 14%. On a reported basis, earnings per share rose 7.7% year over year to 70 cents. Revenues of $7.8 billion increased 48.1% year over year and beat the Zacks Consensus Estimate by 6.39%, led by Shopee and Monee. SE's Q2 Revenue Mix Leans on Shopee and Monee Service revenues increased 48.6% year over year to $7.13 billion, while sales of goods rose 42.8% to $657.7 million. The mix continued to favor services, which include e-commerce marketplace activity, digital fin", "date_published": "2026-08-13T13:57:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:bd340a5aeb7004273c568c18781bf93a251d7e9dd60bbd85ff115228c0ae1cd0", "url": "https://finance.yahoo.com/markets/stocks/articles/wall-street-analysts-predict-70-134914581.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/wall-street-analysts-predict-70-134914581.html", "title": "Wall Street Analysts Predict 70% Upside for This AI Memory Stock in 2027", "content_text": "Situational Awareness Taiyo Yuden stake unwind, Leopold Aschenbrenner. Photo by BeInCrypto Micron (MU) stock is holding near $911 after a 189% price rise in 2026. Yet, Wall Street still sees roughly 70% more upside. And there is good reason behind this optimism. The world is short of the memory that powers AI, and Micron seems very well positioned to fix that problem. Still, the stock has already priced in a lot. So the real test is whether demand and new long-term contracts can keep earnings high, and one chart level could decide the next price leg.Micron Stock Gained Over 200% in 2026. Sourc", "date_published": "2026-08-13T13:49:14+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MICRON01", "MICRON19"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MICRON01", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b06d87fc-2e6c-4def-baee-2395f6e778c9/"}, {"symbol": "MICRON19", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ed9a566d-2138-4982-a873-e5260b768ea2/"}]}}, {"id": "source:aedba5557c62e30b8def1a77befd3c0d431bf79daf4b45b0da6b727883539662", "url": "https://finance.yahoo.com/economy/policy/articles/u-budget-deficits-just-surged-134504482.html", "external_url": "https://finance.yahoo.com/economy/policy/articles/u-budget-deficits-just-surged-134504482.html", "title": "U.S. Budget Deficits Just Surged to $432.3 billion in July While Trump Weighs Brand-New Tax Cuts", "content_text": "Quick Read July's $432 billion deficit, the largest since March 2021, drove the year-to-date shortfall to $1.8 trillion while the White House eyes brand-new tax cuts. The TLT (bond) and VNQ (real estate) ETFs could face pressure as 20-year and 30-year Treasury yields sit at 5.3% and 5.2%, squeezing bond and real estate valuations. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Could America's rising deficit create problems for top-level government policy? Here ar", "date_published": "2026-08-13T13:45:04+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:9ce3a30f0216618271c4ded3837c958322d5bbadd593a89e432c6aa460083678", "url": "https://finance.yahoo.com/economy/articles/household-debt-just-fell-first-134404100.html", "external_url": "https://finance.yahoo.com/economy/articles/household-debt-just-fell-first-134404100.html", "title": "Household Debt Just Fell for the First Time in 6 Years \u2014 Here\u2019s Why That\u2019s Bad News", "content_text": "Quick Read The $13B quarterly drop in household debt is a mortgage reporting artifact the New York Fed expects to reverse next quarter, not genuine consumer deleveraging. Auto loans hit an all-time high of $1.71 trillion while 1 in 8 credit card dollars is now seriously past due. The bottom 50% of Americans own just 1% of the stock market yet carry most high-cost debt, with personal leverage ratios above 100%. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Every ", "date_published": "2026-08-13T13:44:04+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:eda8f19d1dc917fc7d6b4415772bef1bc875aab36b5a78debadc9b40f76e77e4", "url": "https://finance.yahoo.com/healthcare/articles/inside-latigo-biotherapeutics-ipo-non-133527897.html", "external_url": "https://finance.yahoo.com/healthcare/articles/inside-latigo-biotherapeutics-ipo-non-133527897.html", "title": "Inside Latigo Biotherapeutics\u2019 IPO: A Non-Opioid Pain Bet Goes Public", "content_text": "Quick Read LTGO priced its IPO at $18, opened at $21, and raised nearly $350 million from an oversubscribed offering. LTG-001 delivered 50% greater pain relief than hydrocodone in a 343-patient trial, positioning it for a first-ever opioid-free label claim. Phase 3 trials launching in 2026 with 2027 readouts will test whether Latigo's Nav1.8 pipeline can replicate Vertex's suzetrigine success. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and LTGO didn't make the cut. Grab the names FREE today. Latigo Biotherapeutics (NASDAQ:LTGO) arrived on public markets wi", "date_published": "2026-08-13T13:35:27+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:d32abc543a2d1c6abe01fd513e0b88a26edbe53420c559b448a9bc2ded44f4e8", "url": "https://finance.yahoo.com/markets/stocks/articles/archer-aviation-ceo-signals-strong-133500015.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/archer-aviation-ceo-signals-strong-133500015.html", "title": "Archer Aviation CEO Signals Strong Outlook for Investors", "content_text": "Archer Aviation (NYSE: ACHR) still has a long road ahead. The upstart aircraft maker isn't generating meaningful revenue, remains unprofitable, and has yet to begin large-scale commercial operations. Yet CEO Adam Goldstein continues projecting confidence about the company's future, and unlike many early-stage aerospace companies, Archer now has several tangible milestones to support that optimism. The biggest catalyst is commercialization. Management now expects to begin initial U.S. operations later this year through the White House's eVTOL Integration Pilot Program (eIPP) while continuing pr", "date_published": "2026-08-13T13:35:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:80012c6438b99f0a15da85a83dc9b360b4d191ee314b7d28cd7be4b7e1bb3139", "url": "https://finance.yahoo.com/markets/stocks/articles/biggest-chip-stocks-yield-under-133200550.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/biggest-chip-stocks-yield-under-133200550.html", "title": "The Biggest Chip Stocks All Yield Under 1%. Here's Where the Cash Actually Goes.", "content_text": "Nvidia (NASDAQ: NVDA) yields 0.45%. Broadcom (NASDAQ: AVGO) yields 0.61%, Taiwan Semiconductor (NYSE: TSM) 0.66%, and Applied Materials (NASDAQ: AMAT) just 0.39%. In other words, the most profitable corner of the technology market pays income investors almost nothing. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bb The cash, however, exists. Each of the four simply sends i", "date_published": "2026-08-13T13:32:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Capital return", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:be39c19ef7504fa48daf99967a78857f283131b987c054c8c03f966939cfe15f", "url": "https://finance.yahoo.com/markets/stocks/articles/burry-doubles-down-nebius-short-132626431.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/burry-doubles-down-nebius-short-132626431.html", "title": "Burry doubles down on Nebius short after stock surges 34% on earnings", "content_text": "Investing.com -- Nebius Group's stock surged 34% on August 12 after the AI cloud company posted second-quarter revenue of $582.3 million, up 454% year-over-year and ahead of analyst estimates of $572.75 million compiled by LSEG. The blowout results did not deter short seller Michael Burry, who added to his bearish bet on the same day, calling Nebius \"what the top of a boom looks like.\" Nebius (NASDAQ: NBIS), the Nvidia-powered AI cloud provider spun out of Russian internet giant Yandex and now headquartered in Amsterdam, is the direct vehicle for Burry's trade. Nvidia itself remains the domina", "date_published": "2026-08-13T13:26:26+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:eb7916f1ec729b38563105fd74b3e429217723ae836ceff3866f9b4766a3d15e", "url": "https://finance.yahoo.com/markets/stocks/articles/ideal-power-reports-second-quarter-132000685.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/ideal-power-reports-second-quarter-132000685.html", "title": "Ideal Power Reports Second Quarter 2026 Financial Results", "content_text": "AUSTIN, Texas, Aug. 13, 2026 /PRNewswire/ -- Ideal Power Inc. (Nasdaq: IPWR) (\"Ideal Power,\" the \"Company,\" \"we,\" \"us\" or \"our\"), developer and provider of its innovative and widely patented B-TRAN\u00ae bidirectional semiconductor power switch, reports results for its second quarter ended June 30, 2026. \"We continued to execute across our commercial priorities in the second quarter. We advanced our low current solid-state circuit breaker (\"SSCB\") project with our lead customer in Asia and our co-development effort with an industry partner on a B-TRAN\u00ae-enabled SSCB prototype for a planned evaluatio", "date_published": "2026-08-13T13:20:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:fa78d3029b3763195fd5fc6ce27adb57a7ce430130fa81deec3f37edc26d8368", "url": "https://finance.yahoo.com/technology/ai/articles/nvidia-broadcom-deepen-ai-financing-131902271.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/nvidia-broadcom-deepen-ai-financing-131902271.html", "title": "Nvidia and Broadcom Deepen AI Financing Push \u2014 But Wolfe Sees Long-Term Risks", "content_text": "NVIDIA Corporation (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO), two of the world's largest chipmakers, are tapping debt and private capital markets to fund the AI infrastructure boom. These massive financial commitments coming from some of the biggest names in the market signal exceptionally-strong AI compute demand. However, one Wall Street firm, Wolfe Research, believes the same structures that they are creating could also pave way for longer-term risks. Nvidia: $500 Billion Financing Push Could Unlock Massive AI Revenue On August 10, Nvidia announced that it has signed memorandums of unde", "date_published": "2026-08-13T13:19:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:6958f5af89f2a4ec887a6741e1bace2327d2dcb0b1ae69c52a8b27668d6cfc84", "url": "https://www.cnbc.com/2026/08/13/big-short-investor-steve-eisman-sees-an-achilles-heel-in-the-ai-boom.html", "external_url": "https://www.cnbc.com/2026/08/13/big-short-investor-steve-eisman-sees-an-achilles-heel-in-the-ai-boom.html", "title": "'Big Short' investor Steve Eisman sees an Achilles heel in the AI boom", "content_text": "Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just two companies: OpenAI and Anthropic. The investor, best known for his bet against the housing market ahead of the global financial crisis, said the two AI startups account for roughly 70% of AI-related revenue at Microsoft, Amazon, Alphabet's Google and Oracle \u2014 and as much as 25% to 35% of their cloud revenue. \"The futures of these massive companies, in a sense, are a bet that OpenAI, Anthropic are going to succeed,\" Eisman said late Tuesday on CNBC's \"Fast Money.\" \"The Real", "date_published": "2026-08-13T13:19:00+00:00", "authors": [{"name": "cnbc.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:f1a891f7ca825ac7b6c7e6e20f2610c34816fffa93e57e03e4681138777c5195", "url": "https://finance.yahoo.com/markets/stocks/article/nvidia-rival-cerebras-stock-plunges-as-company-swings-to-quarterly-loss-131528695.html", "external_url": "https://finance.yahoo.com/markets/stocks/article/nvidia-rival-cerebras-stock-plunges-as-company-swings-to-quarterly-loss-131528695.html", "title": "Nvidia rival Cerebras stock plunges as company swings to quarterly loss", "content_text": "What happened: Cerebras Systems (CBRS) stock fell 17% in premarket trading on Thursday after the AI chipmaker's Q2 results and Q3 outlook failed to impress investors a day earlier. What's behind the move: Cerebras swung to a loss of $2.98 per share in Q2 from a profit of $1.91 per share in the year-earlier period. The company reported a second quarter core gross margin of 40.6%, noting on the call that the metric would have been 500 basis points higher and more similar to Q1's core gross margin of 46.5% if not for its decision to temporarily rent some of its own systems back from cloud custome", "date_published": "2026-08-13T13:15:28+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:5e104d283eae7be61a035dd38501f5309d822566de99a17f06d1a0001589e1f1", "url": "https://finance.yahoo.com/technology/ai/articles/could-brookfield-asset-management-tsx-131402905.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/could-brookfield-asset-management-tsx-131402905.html", "title": "Could Brookfield Asset Management (TSX:BAM) Change Course With This $500 Billion AI Push?", "content_text": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Brookfield Asset Management (TSX:BAM) is partnering with Nvidia and other major Wall Street firms on a planned US$500b AI infrastructure financing initiative. The partnership aims to mobilize large-scale private capital into data centers and related AI infrastructure projects. The initiative positions Brookfield alongside global technology and financial leaders in a high-profile push to fund the next wave of AI build out. This kind of financing role gives Brookfield Asset Management expo", "date_published": "2026-08-13T13:14:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:00497f29d384e33f9cf35bb2607f404c4805b0cfd1785141b553c46b69105e1c", "url": "https://finance.yahoo.com/markets/stocks/articles/buy-ai-driven-sndk-amkr-130300725.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/buy-ai-driven-sndk-amkr-130300725.html", "title": "Buy AI-Driven SNDK and AMKR to Benefit From Recent Stock Price Debacle", "content_text": "The global semiconductor manufacturing equipment and materials industry is growing by leaps and bounds, buoyed by artificial intelligence (AI)-driven capital expenditure in leading-edge logic, high-bandwidth memory (\"HBM\") and Test and Packaging components. Moreover, the enormous application of AI in day-to-day life has pushed up the demand for memory chips. This has resulted in more AI semiconductor sales, implying the need for multiple AI memory chips to operate. Here, we have selected two AI-powered infrastructure stocks that have suffered a sharp downtrend in the past month. However, their", "date_published": "2026-08-13T13:03:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NVDA80", "NVDA01"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NVDA80", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/bbada03a-a4b8-4b0d-8619-3884b0232108/"}, {"symbol": "NVDA01", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a9fd7a26-91ec-4b7b-ba48-8332ce602c23/"}]}}, {"id": "source:d8f806688596945bfc5311c6a31d832d45306342099ddf7c3af7e13383e3f171", "url": "https://finance.yahoo.com/technology/ai/articles/compal-electronics-inc-tpe-2324-130025058.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/compal-electronics-inc-tpe-2324-130025058.html", "title": "Compal Electronics Inc (TPE:2324) (Q2 2026) Earnings Call Highlights: AI Server Surge Drives ...", "content_text": "This article first appeared on GuruFocus. Release Date: August 13, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Non-PC revenue grew 52% year-over-year, driven by AI server ramp-up, with non-PC mix up 5 percentage points to 35%. AI servers now account for 70-80% of server revenue, with Q1 2026 server revenue already equaling all of FY2025. Net profit for Q2 2026 increased 59% quarter-over-quarter and substantially year-over-year, with EPS at 0.73. Gross profit dollar grew 4% quarter-over-quarter and year-over-year, des", "date_published": "2026-08-13T13:00:25+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMIC13", "SMIC03"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMIC13", "name": "Semiconductor Manufacturing International Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/00205a93-bca0-4d3e-b57d-cff98ab92891/"}, {"symbol": "SMIC03", "name": "Semiconductor Manufacturing International Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/ca13c6f1-d57d-4c6f-9e3d-5c3f95970172/"}]}}]}