Sharemaestro Newsreel

Wedbush Flags Surprise AMD Catalyst From Anthropic

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

Top Big Digital Energy, Inc. Common Stock (BGDE) Competitors 2026

This article compares Big Digital Energy, Inc. Common Stock (BGDE) with five of its competitors in the application software industry: Sangoma Technologies (SANG), Synchronoss Technologies (SNCR), Veritone (VERI), Roadzen (RDZN), and SoundThinking (SSTI). It analyzes each comparison based on factors like valuation, earnings, profitability, …

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 …

Goldman Sachs (GS) Stock Looks Fairly Priced On Value But Cheap On Earnings

Franklin's AUM Expansion: Can Diversification Support Growth Momentum?

Driven by strong inflows across asset classes and continued expansion into alternatives and private markets, Franklin Resources, Inc. BEN has been witnessing steady growth in its assets under management (AUM). Over the last five fiscal years (2021-2025), AUM recorded a compound annual growth rate …

LPL Financial Expands Wealth Management Platform, Showcasing Specialized Expertise at Focus 2026

LPL Financial Holdings, Inc. Firm expands wealth management platform, specialized expertise and planning capabilities to help advisors deliver more sophisticated and personalized advice LPL Focus 2026LPL's Chief Wealth Officer, Aneri Jambusaria, speaks to a crowd of 6,000 clients during General Session SAN DIEGO, Aug. …

eToro Strikes $231M TradeZero Deal to Accelerate U.S. Expansion

eToro Strikes $231M TradeZero Deal to Accelerate U.S. Expansion eToro Group Ltd. (NASDAQ: $ETOR) has agreed to acquire TradeZero for up to $231 million, adding an active-trader brokerage and broker-dealer infrastructure as it looks to expand its U.S. business. The consideration will consist of …

How to Buy SBETON on MEXC: Step-by-Step Guide

This guide provides a step-by-step process for buying SBETON, an Ondo tokenized product linked to Sharplink, Inc. (NASDAQ: SBET), on the MEXC exchange. It explains what SBETON is, what it tracks, and the necessary prerequisites, including creating a MEXC account, securing it, completing verification, …

Bitcoin Miner Riot Platforms Could Rally 80% as AI Deal Creates 'Clear Scale Up Path:' Bernstein

Bernstein analysts raised their price target for Riot Platforms to $35, maintaining an Outperform rating, following the company's $9.1 billion data center agreement with an AI lab, reportedly Anthropic. This deal is projected to generate significant annual recurring revenue and net operating income, signaling …

Riot Platforms inks $9B lease in Milam County with Anthropic

Riot Platforms has signed a 20-year lease agreement worth $9 billion with Anthropic in Milam County, Texas, at the former Alcoa Corp. site. This deal could extend to $16.1 billion if two five-year extensions are exercised. The location is attracting big tech companies due …

Morgan Stanley Adjusts PT on ACADIA Pharmaceuticals to $27 From $26, Maintains Equalweight Rating

Morgan Stanley has increased its price target for ACADIA Pharmaceuticals (ACAD) from $26 to $27, while maintaining an Equalweight rating on the stock. This adjustment reflects a modest positive outlook on the company's valuation by the firm.

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 …

BTCS S.A. Reports Earnings Results for the Second Quarter Ended June 30, 2026

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

Why bitcoin miners are abandoning bitcoin for AI

On today's episode, Melker discusses the Riot Platforms (RIOT), a bitcoin mining company that is ditching bitcoin (BTC-USD) mining to pursue the potentially more lucrative artificial intelligence market through a reported $9 billion deal with Anthropic (ANTH.PVT). "The Daily Wolf with Scott Melker" airs …

eToro Agrees to Acquire TradeZero in $231M US Expansion, Stock Tanks 10%

eToro announced its acquisition of TradeZero, a US-focused online brokerage, for up to $231 million to expand its presence in the American equities market. This move comes as eToro's crypto offerings in the US are constrained by regulations. Despite beating Q2 earnings estimates, eToro's …

Circle Internet Group (NYSE:CRCL) Trading Up 6.9% - What's Next?

Wayfair to Gain Market Share, Improving Profitability as Home Furnishings Market Recovers, Oppenheimer Says

Wayfair (W) could benefit from improving home furnishings demand, stronger internal programs, market-share gains, better margins and rising cash flow over the next few years, Oppenheimer said in a note Tuesday.Oppenheimer expects Wayfair's sales to reach $16.1 billion in 2028 Silver Upgrade to read …

Anthropic signed a $9.1B deal with bitcoin miner Riot. Here's what you need to know.

Anthropic (ANTH.PVT) signed a $9.1 billion deal with bitcoin (BTC-USD) mining company Riot Platforms (RIOT). Learn more in the video above. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make …

Jim Cramer Weighs In on SoFi’s (SOFI) $16–$19 Range

During CNBC's Mad Money episode on August 5, a caller questioned the near-term trajectory of SoFi Technologies, Inc. (NASDAQ:SOFI), pointing out that the stock has remained stuck in a tight trading band between $16 and $19 over the past six months. The long-term shareholder …

Neocloud Stocks Rally on Tuesday After NVIDIA's $500 Billion Pledge. Why TeraWulf, Hut 8, and Galaxy Digital Are Rising

Neocloud stocks like TeraWulf, Hut 8, Galaxy Digital, and Core Scientific are rallying after NVIDIA announced a partnership with major financial institutions to mobilize $500 billion for AI data center infrastructure. This financing initiative is expected to lower build-out costs and validate the business …

Target Turnaround Gains Traction, Guidance Raise Possible, Oppenheimer Says

Target's (TGT) Q2 results should reflect continued traction with its turnaround efforts, with manage 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 have a …

Nvidia Credit Risk Eases After CEO Clarifies $500 Billion Plan

(Bloomberg) -- Bond traders dialed back measures of credit risk associated with Nvidia Corp. on Tuesday after the company said it would limit its exposure in a $500 billion plan to finance the type of artificial-intelligence investments that are driving demand for its computer …

Blackstone hired a Goldman Sachs MD from the team schmoozing private credit firms

Blackstone has hired Anna Montvai, a managing director from Goldman Sachs's capital solutions group, to join its credit and insurance team in London. Montvai, who specializes in asset-backed finance and securitization, spent 16 years at Goldman Sachs. This move highlights the ongoing talent flow …

Marathon Digital (NASDAQ:MARA) Shares Gap Up - Here's Why

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 …

NVIDIA Stock Rises as $500 Billion AI Financing Machine Takes Shape

This article first appeared on GuruFocus. NVIDIA (NASDAQ:NVDA), the undisputed heavyweight of AI computing, rose roughly 1.3% Tuesday after dropping a monster number on the market: more than $500 billion of potential third-party capital for AI infrastructure. Apollo (NYSE:APO), BlackRock, Blackstone (NYSE:BX), Brookfield, Goldman …

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 …

CoreWeave earnings: Jefferies eying founder selling, not profit, as the next catalyst

CoreWeave Inc (NASDAQ:CRWV) reports second-quarter earnings tonight, with Jefferies maintaining a Buy rating and $150 price target even as it flags that a major profitability inflection is still months away. CoreWeave shares have climbed roughly 45% since hyperscaler earnings reaffirmed insatiable demand for AI …

Eric Trump-Backed American Bitcoin Jumps After Revenue More Than Doubles Estimates

Rocket Lab Drops on Launch Pushback; Riot Platforms' Anthropic Deal | Stock Movers

On this episode of Stock Movers: - Anthropic PBC has struck a $9.1 billion deal with Riot Platforms (RIOT), a Bitcoin mining company that recently began selling AI data center capacity. Riot disclosed it had secured a 20-year deal to supply 191 megawatts of …

Portnoy Law Firm Announces Class Action on Behalf of Futu Holdings Limited Investors

The Portnoy Law Firm has announced a class action lawsuit against Futu Holdings Limited (NASDAQ: FUTU) on behalf of investors who purchased securities between May 24, 2023, and May 27, 2026. The lawsuit alleges that Futu operated without necessary licenses in mainland China, leading …

RIOT Q2 Earnings Call Centers on AI Leasing and Funding

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

Goldman Sachs (GS) Stock May Be A Bargain On Earnings But Fairly Valued Overall

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Goldman Sachs Group stock has put in a very strong three year run, yet current valuation checks suggest the shares now sit closer …

SEC accuses crowdfunding firm Netcapital of inflating revenue by 345 percent

The SEC has accused crowdfunding firm Netcapital of inflating its revenue by 345% by booking nearly $14 million from consulting deals with startups secretly controlled by an insider. The agency alleges these agreements were shams, produced no real revenue, were forged, and backdated, leading …

Hims & Hers Health Sees Mixed Q2 as Gross Margin, FCF Weigh, Morgan Stanley Says

Hims & Hers Health reported a mixed Q2, with its US business showing upside. However, gross margin and free cash flow were identified as weighing factors, according to Morgan Stanley. The full article is premium content, requiring a subscription to read.