Sharemaestro company-news research for NVIDIA Corporation (NVDC34), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.
SAO
Brazil
Measured evidence
Company news sentiment
NVDC34 news sentiment
NVIDIA Corporation
Company headlines compared by relevance, subject, source independence, tone and the market's completed price response.
Weighted tone55Neutral is 50
Balanced news tone
89/100 evidence confidence
100% direct company focus
53 current stories across 5 publishers
Current company news
Price moving ahead of tone
Balanced news tone is drawn from 53 fresh independent stories, including 53 company-specific items across 5 publishers.
Latest source headline History Says This Surefire ETF Can Turn $200 per Month Into $1 Million -- With Next to No Effort on Your Part finance.yahoo.com · 13 Aug 2026 12:20What supports the read
53 current stories are mapped specifically to NVDC34.
The read spans 5 publishers rather than depending on one outlet.
Cross-story agreement is 81/100, indicating a comparatively coherent tape.
What tempers the read
Price is moving more forcefully than the current news tone suggests.
55/100
Weighted toneBalanced news tone
89/100
Evidence confidencehigh confidence
100%/100
Company focus53 direct stories
81/100
Evidence agreement19/100 dispersion
News history
Tone and story flow over 21 days
24 Jul03 Aug13 Aug
Weighted toneStory volumeNeutral 50
Evidence confidence
What supports the score
Confidence rises through sample depth, independent publishers, direct company relevance, freshness and agreement. A high or low tone score is not itself evidence of reliability.
Sample depth100
48.42 effective storiesSource breadth100
5 independent publishersDirect relevance100
company-specific evidence shareFreshness93
recency-weighted evidenceAgreement81
cross-story consistencySource independence32
lower publisher concentrationPrice context
Sentiment against the 26-week price path
Price is moving more forcefully than the current news tone suggests.
13 Feb15 May07 Aug
Weekly close, indexedSentiment score
News subjects
What is shaping the score
Earnings5727 stories · 51%
Market update518 stories · 15%
Macro sensitivity576 stories · 11%
Deals and strategy475 stories · 9%
Analyst action644 stories · 8%
Balance sheet472 stories · 4%
Guidance801 stories · 2%
Source mix
Where the evidence comes from
finance.yahoo.com5742 stories · 79%
nasdaq.com508 stories · 15%
seekingalpha.com561 stories · 2%
webull.com501 stories · 2%
CNBC501 stories · 2%
Recurring subjects
Subjects appearing most often
AI25Earnings23Semiconductors16Price Target10AI Infrastructure9Tech8Cloud Computing8Markets7Data Centers6M A5
Earlier readings
How the score has changed
ConstructiveBalanced or withheldCautious
Source headlines
The news behind the score
Every row shows the public evidence used to understand the read. Direct company stories carry more weight than industry or sector context; duplicate coverage is consolidated before scoring.
#160Tone
finance.yahoo.comDirect company coverage
History Says This Surefire ETF Can Turn $200 per Month Into $1 Million -- With Next to No Effort on Your Part
The stock market is a wealth-building powerhouse, and investing consistently is one of the easiest and most effective ways to supercharge your net worth. Whether you're a beginner investor or are simply looking for a no-fuss investment that requires minimal effort on your part, the S&P 500 ETF -- such as the Vanguard S&P 500 ETF (NYSEMKT: VOO), iShares Core S&P 500 ETF (NYSEMKT: IVV), or SPDR S&P 500 ETF Trust (NYSEMKT: SPY) -- is one of the most popular options. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker call
ETFLong Term InvestingPassive Investing
- Published
- 13 Aug 2026 12:20
- Catalyst
- Market update
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#255Tone
finance.yahoo.comDirect company coverage
Foxconn Stock Rises 2.7% Before Profit Jumps 35%
This article first appeared on GuruFocus. Foxconn (FXCOF) formally Hon Hai Precision Industry, reported a 35% jump in second-quarter profit, and the headline number may not even be the most important part of the story. Net profit hit NT$59.97 billion, or roughly $1.86 billion, beating the NT$58.8 billion analyst estimate cited by Reuters. Shares closed 2.7% higher Wednesday ahead of the results. Foxconn also kept its call for strong full-year revenue growth. But forget the old image of Foxconn as simply the company assembling iPhones. AI is rapidly rewriting this business. Warning! GuruFocus h
AICloudEarningsRevenue GrowthSemiconductors
- Published
- 13 Aug 2026 12:19
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#330Tone
finance.yahoo.comDirect company coverage
Cerebras slumps as mixed quarterly results test AI growth narrative
Aug 13 (Reuters) - Cerebras Systems slumped over 18% premarket on Thursday after it missed key estimates despite soaring cloud revenue, raising doubts about the ability of its AI chips to challenge Nvidia. Expectations were high for AI-linked companies including Cerebras and networking equipment maker Cisco, given the strong run-up in shares driven by Big Tech's ballooning spending, set to cross more than $740 billion for this year. Here are some details: • Cerebras, in its second earnings report as a public company, offered a mixed picture as it increasingly derived revenue from cloud co
AICloud ComputingEarningsEarnings ReportPrice Target
- Published
- 13 Aug 2026 12:16
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#442Tone
finance.yahoo.comDirect company coverage
Anthropic in talks to acquire Israeli AI startup Decart for $6 billion
Anthropic is in talks to acquire Decart AI for roughly $6 billion, according to Bloomberg. The deal has not been finalized and could fall through, Bloomberg said. Decart develops world models alongside software designed to lower AI training expenses by improving how efficiently chips are utilized. That capability could allow Anthropic to get more out of its current infrastructure as demand grows. If the deal closes, Decart's team would join Anthropic's inference and performance organization. Founded in 2023 by Israeli brothers Dean and Orian Leitersdorf and Moshe Shalev, Decart has also develo
AIE CommerceIPOM ASemiconductors
- Published
- 13 Aug 2026 12:14
- Catalyst
- Deals and strategy
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#568Tone
nasdaq.comDirect company coverage
Stocks Close Higher on Favorable CPI Report and Positive AI News
The S&P 500 Index ($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’s 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
AICpiEarningsEarnings GrowthEarnings ResultsSemiconductors
- Published
- 13 Aug 2026 12:04
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#656Tone
finance.yahoo.comDirect company coverage
BofA lifts server CPU TAM to $210bn+ on the rise of AI agents
Investing.com -- Bank of America raised its forecast for the server CPU market, saying the rise of AI agents is expanding the opportunity for central processing units in data centers. Analyst Vivek Arya lifted the firm's 2030 server CPU total addressable market to more than $210 billion, from around $170 billion, following second-quarter earnings and strong AI compute and memory demand trends. BofA said the new figure implies "nearly 5x growth off the ~$35bn CY25 level," with the market now expected to grow at a 36% compound annual rate, up from 30% previously. Central to the call is a shift i
AICpu MarketData CentersEarningsSemiconductors
- Published
- 13 Aug 2026 12:01
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#788Tone
finance.yahoo.comDirect company coverage
Billionaire David Tepper Just Revealed His Single Largest Stock Holding. It’s Not NVIDIA
Quick Read Tepper doubled his Amazon (AMZN) stake to ~$900M, making it 15% of his portfolio, buying while Bezos and Jassy both sold shares. Tepper skipped Nvidia (NVDA) and bet on Amazon's Trainium chips instead, which are now at a $20B run rate with OpenAI and Anthropic committed as customers. AWS grew 28% in Q1 and EPS crushed consensus by 61%, but free cash flow collapsed to $1.2B as $200B in 2026 capex ramps up. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today. David Tepper's Appaloosa Management near
AICapexCloud ComputingEarningsFree Cash FlowRatings
- Published
- 13 Aug 2026 12:00
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#870Tone
finance.yahoo.comDirect company coverage
Vantage Data Centers and Nebius Expand UK AI Infrastructure with First Deployment in South Wales AI Growth Zone
Deployment will add high-density NVIDIA-powered AI capacity at Vantage's Newport campus, supporting the UK's ambition to scale domestic AI compute and reinforcing South Wales as a strategic digital infrastructure hub DENVER & LUXEMBOURG, August 13, 2026--(BUSINESS WIRE)--Vantage Data Centers, a leading global provider of hyperscale data center campuses, and Nebius (Nasdaq: NBIS), the AI cloud company, today announced an agreement to deploy high-density, NVIDIA-powered AI infrastructure at Vantage's CWL1 campus in Newport, Wales. The deployment represents the first announced commercial capacity
AI InfrastructureData CentersDigital InvestmentSemiconductorsUK Expansion
- Published
- 13 Aug 2026 12:00
- Catalyst
- Market update
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#937Tone
nasdaq.comDirect company coverage
Kratos Defense Could Be a Huge Winner in Autonomous Warfare
Kratos Defense (NASDAQ: KTOS) is positioning itself across autonomous aircraft, propulsion, and satellite software as the Pentagon pursues affordable military systems at scale. The opportunity could be enormous, but its future depends on converting proven technology into sustained production and revenue. Stock prices used were the market prices of July 28, 2026. The video was published on Aug. 10, 2026. 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 Convi
DefenseMarketsMilitary SystemsTechnology
- Published
- 13 Aug 2026 12:00
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1058Tone
finance.yahoo.comDirect company coverage
Stock Markets Beware: AI Funding Plans Have Shades of the Financial Crisis
Cisco benefits from AI demand, Musk is optimistic about Starlink, inflation hasn’t thrown cold water on stock market rally, and more news to start your day. Continue Reading
- Published
- 13 Aug 2026 11:11
- Catalyst
- Macro sensitivity
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1162Tone
nasdaq.comDirect company coverage
The Race to $5 Trillion: Who Will Get There First, Apple or Alphabet?
Key Points Memory chip prices could represent a problem for Apple. Alphabet is thriving from major AI demand. 10 stocks we like better than Apple › Apple(NASDAQ: AAPL) and Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) have never ended the day in the $5 trillion market cap club. The only company to ever achieve that feat is Nvidia(NASDAQ: NVDA), and it's likely to stay there for good. But which one of these two will join Nvidia first? Apple has a head start, with a $4.4 trillion market value versus Alphabet's $4.2 trillion (as of Aug. 12). But is that enough to hold off a rapidly rising challenger? Let
AI DemandChip PricesCloud ComputingGrowth RateMarket CapMarkets
- Published
- 13 Aug 2026 10:30
- Catalyst
- Macro sensitivity
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1272Tone
finance.yahoo.comDirect company coverage
Blackstone (BX) Joins Global AI Infrastructure Funding Alliance With Major Financial Firms
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Blackstone (NYSE:BX) has entered a new partnership with NVIDIA and major financial institutions to fund global AI infrastructure platforms. The alliance is focused on creating large scale compute financing platforms to support growing demand for AI focused data centers and related infrastructure. The collaboration is intended to mobilize substantial capital and could open new long term revenue sources linked to AI infrastructure financing. For readers look
AI InfrastructureAlternative AssetsData CentersPartnershipsPrivate Credit
- Published
- 13 Aug 2026 10:11
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1350Tone
finance.yahoo.comDirect company coverage
AI Weekly: Nvidia does deal with Wall Street, China's AI weather forecasts
View Comments
- Published
- 13 Aug 2026 09:47
- Catalyst
- Deals and strategy
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1480Tone
finance.yahoo.comDirect company coverage
Jensen Huang Says Nvidia’s 2020 A100 GPUs Can Stay ‘Mission-Capable’ Through 2029—Here’s Why It Matters for the AI Boom
Nvidia Corp.(NASDAQ:NVDA) CEO Jensen Huang said Wednesday that the company's older AI chips can remain economically useful for nearly a decade, pushing back against concerns that rapid advances in AI could quickly make GPUs obsolete. Jensen Huang Says A100 GPUs Can Last Nearly a Decade Huang said on X that Nvidia's A100 fleet is "mission-capable from 2020 through 2029," highlighting the longevity of the company's data center GPUs. The A100 debuted in 2020 as part of Nvidia's Ampere generation. "NVIDIA computing is more than chips," Huang said, pointing to the company's CUDA software platform a
AIEarningsGpuGrowthRatingsSemiconductors
- Published
- 13 Aug 2026 09:18
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1557Tone
nasdaq.comDirect company coverage
Nvidia Stock Investors Just Got Good News From Wall Street (Hint: It's Time to Buy)
Key Points Wall Street analysts have raised consensus earnings estimates for Nvidia, and earnings are now projected to increase at 44% annually over the next three years. Nvidia dominates the AI infrastructure market: The company enjoys a leadership position in data center accelerators and networking equipment, and it's on pace to be the largest CPU supplier. Wall Street analysts have raised 2026 capital expenditures projections for the top five hyperscalers, such that the consensus estimate now says spending will increase 90% this year.10 stocks we like better than Nvidia › Nvidia(NASDAQ: NVD
AI InfrastructureConsensus EstimateEarningsEarnings GrowthHyperscalersMarkets
- Published
- 13 Aug 2026 09:08
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1631Tone
finance.yahoo.comDirect company coverage
Cerebras Stock Plummets 17% Despite Solid Earnings
Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading
EarningsEarnings Report
- Published
- 13 Aug 2026 08:49
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1745Tone
nasdaq.comDirect company coverage
Jensen Huang Just Signed 7 Japanese Industrial Giants Into Nvidia's Physical AI Coalition. Here's Why $1 Trillion in Confirmed Demand Should Matter to Investors.
Key Points Japan’s biggest industrial companies are building their AI and robotics future around Nvidia, which could create a steady stream of demand for years. Nvidia isn’t just selling GPUs; it’s becoming part of the infrastructure behind Japan’s next generation of factories and robots.10 stocks we like better than Nvidia › When Jensen Huang flew to Tokyo last month and signed seven Japanese industrial giants into Nvidia's (NASDAQ: NVDA) new physical AI coalition, he was locking in a massive, long-lived stream of demand for Nvidia's chips and software, and that is something I think investors
AIIndustrial AutomationMarketsRoboticsSemiconductors
- Published
- 13 Aug 2026 08:41
- Catalyst
- Macro sensitivity
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1880Tone
finance.yahoo.comDirect company coverage
US Dollar Price Forecast: Can PPI Revive DXY as EUR/USD and GBP/USD Retreat?
US Dollar News: PPI and UK GDP Reshape FX Outlook Today's main driver of the US dollar is the reassessment of FED policy after the soft US consumer inflation numbers for July. The headline CPI increased by only 0.1% (month on month) and annual inflation slowed down to 3.4%, further dampening expectations for an FED rate hike in September. The focus now is on the release of the PPI (Production Price Index) scheduled for Thursday. Another soft reading will support the FED's decision to pause. The FED will be more relaxed with higher inflation concerns if the PPI numbers show persistence in pipel
FxInflationPpiRates
- Published
- 13 Aug 2026 07:38
- Catalyst
- Guidance
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#1973Tone
nasdaq.comDirect company coverage
Nvidia Could Hit $7.5 Trillion in Value Thanks to This Overlooked Business Opportunity
Key Points Nvidia's data center networking revenue reached $14.8 billion in its fiscal 2027 first quarter, exceeding the $8.6 billion that business segment generated in all of fiscal 2024. NVLink Fusion could allow Nvidia to supply networking and infrastructure to support some custom AI processors. Wall Street expects Nvidia's earnings to climb sharply in its fiscal 2028. 10 stocks we like better than Nvidia › Nvidia(NASDAQ: NVDA) continues to be a dominant force in the artificial intelligence (AI) boom, thanks largely to its industry-leading graphics processing units (GPUs). But another type
AIEarningsEarnings EstimateInfrastructureMarketsNetworking
- Published
- 13 Aug 2026 06:51
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#2038Tone
finance.yahoo.comDirect company coverage
The Hidden Red Flag in Wall Street’s Price Targets
Nvidia and other tech stocks have a wide “dispersion” of price targets. Why that could be a problem for investors. Continue Reading
Price TargetTech
- Published
- 13 Aug 2026 06:30
- Catalyst
- Analyst action
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#2172Tone
finance.yahoo.comDirect company coverage
Antrique Unveils AI Innovation Platform to Advance AI Capability in Brunei
BANDAR SERI BEGAWAN, Brunei Darussalam, August 13, 2026--(BUSINESS WIRE)--Antrique Holdings Pte. Ltd., through its Brunei subsidiaries, has unveiled its AI Innovation Platform, marked by the groundbreaking of the AI Innovation Campus and the launch of the AI-Powered Food Innovation Initiative. Integrating artificial intelligence, renewable energy and real-world industry applications, the platform is designed to accelerate Brunei Darussalam's long-term economic diversification, strengthen national AI capabilities and support digital transformation. Powered by NVIDIA, the platform aims to delive
Artificial IntelligenceDigital TransformationInnovation
- Published
- 13 Aug 2026 06:22
- Catalyst
- Market update
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#2250Tone
finance.yahoo.comDirect company coverage
India's Larsen and Toubro secures order to build AI factory for Nvidia
Aug 13 (Reuters) - Larsen and Toubro on Thursday said it secured an order to build an AI factory for Nvidia. The order is in the range of 100 billion rupees to 150 billion rupees (($1.05 billion - $1.57 billion), the company said. ($1 = 95.3600 Indian rupees) (Reporting by Mridula Kumar in Bengaluru; Editing by Sonia Cheema) View Comments
- Published
- 13 Aug 2026 06:15
- Catalyst
- Market update
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#2351Tone
finance.yahoo.comDirect company coverage
What Could Amazon.com (AMZN) Gain From Leading The Decart AI Bidding?
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Amazon.com (NasdaqGS:AMZN) has reportedly emerged as a leading bidder to acquire Decart AI, according to discussions disclosed in August 2026. The potential deal comes as major tech competitors, including SpaceX, Nvidia and Nebius, seek control of Decart AI's advanced artificial intelligence assets. The contested auction highlights the value of Decart AI's talent and technology for future applications in cloud services, retail operations and digital adve
AICloud ServicesM ATech
- Published
- 13 Aug 2026 06:09
- Catalyst
- Deals and strategy
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#2428Tone
nasdaq.comDirect company coverage
Tim Cook Warned of a "100-Year Flood" in Memory Chip Pricing on His Last Earnings Call. Should Apple Investors Be Worried About Margins?
Key Points Apple demonstrated robust growth and strong margins, with iPhone sales up 22% in the third quarter. Gross margins were wider in the quarter, but that included a tariff benefit. Management expects memory prices to continue rising and is planning price increases to offset some of the impact.10 stocks we like better than Apple › Tim Cook is finishing his last stint as CEO of Apple(NASDAQ: AAPL). John Ternus will be taking over on Sept. 1, and he'll be coming in at a challenging time for the iPhone maker. Although the company has been reporting outstanding performance, there are headwin
EarningsFourth QuarterMarketsMemory PricesPrice TargetSemiconductors
- Published
- 13 Aug 2026 04:20
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#2556Tone
seekingalpha.comDirect company coverage
Anthropic reportedly in talks to buy AI startup Decart for $6B
[Data Science and Big Data Analytics concept. Analyst uses AI technology for Complex Data Analysis, Data mining, and Business analytics. Data flow,machine learning automation, and AI analytics system.] Khanchit Khirisutchalual * Anthropic (ANTHRO [https://seekingalpha.com/symbol/ANTHRO]) is in talks to buy the artificial intelligence startup Decart AI for about $6B, according to a _Bloomberg News_ report. * The deal has not been finalized and talks could fall through, the report said. * If finalized, it would mark Anthropic’s largest known acquisition ahead of a hotly anticipated initial publi
AIInitial Public OfferingIPOM ATech
- Published
- 13 Aug 2026 04:01
- Catalyst
- Deals and strategy
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#2640Tone
finance.yahoo.comDirect company coverage
Anthropic in talks to buy Decart AI, source says
By Sumedha Mukherjee Aug 12 (Reuters) - Anthropic is in talks to buy Nvidia-backed startup Decart AI, according to a source familiar with the matter, as the Claude maker explores acquisitions that could help it handle growing demand ahead of its public listing. Bloomberg News, which first reported the news on Wednesday, said a deal could be worth about $6 billion, citing sources. Here are some details: • Decart, which develops AI infrastructure and optimization technology as well as its own AI models, could help Anthropic absorb more demand, the source said. • An Anthropic spokesperson de
AIIPOM A
- Published
- 13 Aug 2026 03:51
- Catalyst
- Deals and strategy
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#2757Tone
finance.yahoo.comDirect company coverage
Anthropic Said in Talks to Buy Startup Decart for $6 Billion
(Bloomberg) -- Anthropic PBC is in talks to buy the artificial intelligence startup Decart AI for about $6 billion, according to people familiar with the matter. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Seeks Immediate Halt to Judge's Penalties in IRS Case Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Iran Takes More Robust Military Stance With US Talks Frozen The deal has not been finalized and talks could fall through, said some of the people, who a
AIInitial Public OfferingIPOM ASemiconductorsVenture Capital
- Published
- 13 Aug 2026 01:50
- Catalyst
- Balance sheet
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#2826Tone
nasdaq.comDirect company coverage
CoreWeave Has $104 Billion of Contracted Revenue and a $59 Billion Market Value
Key Points CoreWeave's revenue backlog reached about $104 billion at the end of June, up from $30.1 billion a year earlier. Second-quarter revenue rose 112% year over year to $2.6 billion, while the company's net loss widened to $626 million. Management raised its 2026 capital spending plan to $35 billion to $39 billion.10 stocks we like better than CoreWeave › CoreWeave(NASDAQ: CRWV) reported second-quarter results after the market closed on Tuesday, and the number that mattered wasn't revenue. It was the backlog. The artificial intelligence (AI) cloud provider's revenue backlog reached about
AIBalance SheetCapital SpendingCloud ComputingEarningsMarkets
- Published
- 13 Aug 2026 01:34
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#2959Tone
finance.yahoo.comDirect company coverage
Nvidia-Backed AI Infrastructure Financing Push Could Be A Game Changer For BlackRock (BLK)
Nvidia and a group of major financial firms, including BlackRock, Apollo, Blackstone, Brookfield, Goldman Sachs and KKR, recently signed memorandums of understanding to mobilize over US$500 billion of third-party capital for AI infrastructure, reframing data centers and compute hardware as long-life assets financed through dedicated platforms rather than Nvidia's balance sheet. This positions BlackRock not only as an asset manager but also as a central architect of an emerging AI infrastructure asset class, potentially deepening its role in private markets, digital assets and long-duration inc
AI InfrastructureBalance SheetDigital AssetsEtfsPrivate MarketsRevenue Growth
- Published
- 12 Aug 2026 23:14
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
#3087Tone
finance.yahoo.comDirect company coverage
Q2 Earnings Scorecard: Record Margins, Strong Beats, and Upward Revisions
Note: The following is an excerpt from this week's Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: For the 451 S&P 500 companies reporting Q2 results (representing 90.2% of total index membership), aggregate earnings grew +41.6% year-over-year on +14.7% higher revenues. Positive Surprises were widespread, with 83.4% beating EPS estimates and 76.5% topping revenue estimates. Earnings season has concluded for half of the 16 Zacks sectors, including Fi
EarningsEarnings GrowthEnergyIndustrialsRevenue EstimatesSemiconductors
- Published
- 12 Aug 2026 23:07
- Catalyst
- Earnings
- Evidence role
- Direct company coverage
- Duplicates
- 1 consolidated
Earlier company news
NVDC34 news archive
Stored newest first for historical research. These older headlines are retained for reference and do not contribute to the current sentiment gauge above.
Aug
12
2026
finance.yahoo.comArchivedPositive tone
Nvidia's $500 Billion AI Gamble Raises the Stakes for NVDA Stock
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is expanding its role in the artificial intelligence industry by helping finance the infrastructure needed to support growing demand, with a $500 billion financing initiative involving major financial firms. The arrangement includes Goldman Sachs (NYSE:GS), BlackRock (NYSE:BLK), Blackstone (NYSE:BX), Apollo Global Management (APO) and other investors. Nvidia may provide financial backing for portions of projects, while debt financing would help customers obtain computing capacity. Warning! GuruFocus has detected 6 Warning Signs with GS. Is GS fairly valued? Test your thesis with our free DCF calculator. The strategy could create another channel for Nvidia revenue as financed projects purchase or lease its GPUs. The company reported $81 billion in quarterly revenue, an 85% increase from a year earlier, while its current-quarter forecast calls for $91 billion. Nvidia's market value has reached about $5.4 trillion, supported by its position in AI computing. The company's expanding financial relationships with AI firms and infrastructure providers could further strengthen its role across the sector. The scale of Nvidia's growth has also prompted debate over financing structures and potential risks. Investors will likely focus on whether rising AI infrastructure spending can continue generating sufficient returns as Nvidia expands beyond its traditional chip business. View Comments
ARTIFICIAL-INTELLIGENCEFINANCINGSEMICONDUCTORS
- Published
- 12 Aug 2026 18:28
- Catalyst
- Market update
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedPositive tone
CoreWeave Jumps 18% as AI Capacity Sells Out
This article first appeared on GuruFocus. CoreWeave Inc. (CRWV, Financials), the Nvidia-powered AI cloud infrastructure provider, jumped more than 18% in premarket trading after stronger forecasts reinforced expectations that demand for computing capacity remains extremely tight. Warning! GuruFocus has detected 4 Warning Signs with CRWV. Is CRWV fairly valued? Test your thesis with our free DCF calculator. The company raised its outlook for annual revenue, adjusted operating profit and capital spending. More importantly, CEO Michael Intrator said CoreWeave's near-term capacity is effectively sold out, allowing the company to negotiate new computing contracts on more favorable terms. Its revenue backlog climbed to $104.2 billion in the second quarter from $99.4 billion three months earlier. That figure does not include more than $25 billion of additional commitments secured early in the current quarter. The strength spilled across the AI infrastructure trade. Super Micro Computer rose nearly 9%, while Nebius gained about 10%. Applied Digital and IREN also moved higher. J.P. Morgan attributed CoreWeave's improving pricing largely to strong demand and better customer returns on AI spending. For investors, the message is clear: the AI buildout is still absorbing available capacity. The next question is whether CoreWeave can convert that enormous backlog into cash flow fast enough to justify its heavy capital spending. View Comments
AICLOUD-INFRASTRUCTUREEARNINGS
- Published
- 12 Aug 2026 13:24
- Catalyst
- Market update
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedNeutral tone
Stock Market Today: Dow Rises Ahead Of Inflation Data; Nvidia Partner CoreWeave Soars On Results (Live Coverage)
Stock Market Today: The Dow Jones index rises ahead of a key CPI inflation report. Nvidia partner CoreWeave soars on earnings. Continue Reading
CPIEARNINGSINFLATION
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- 12 Aug 2026 13:09
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Aug
12
2026
finance.yahoo.comArchivedNegative tone
Nebius Soars As Bigger Loss Tops Views, Revenue Beats
Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue edged by expectations. Continue Reading
EARNINGS
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- 12 Aug 2026 13:09
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Aug
12
2026
finance.yahoo.comArchivedNegative tone
Nvidia Stock Rises as CEO Eases AI Debt Fears
Nvidia stock was rising in premarket trading Wednesday as fears over the company’s exposure to debt fueling the artificial intelligence boom eased. One factor depressing Nvidia stock in recent days has been nagging fears over the sustainability of debt to fund the buildout in AI. Hyperscalers such as Alphabet Amazon Meta and Microsoft —which provide the massive cloud computing and data infrastructure behind AI—have been taking on massive debt to fund the AI buildout. Continue Reading
ARTIFICIAL-INTELLIGENCEDEBTTECH
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- 12 Aug 2026 12:44
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Aug
12
2026
finance.yahoo.comArchivedPositive tone
5 S&P 500 Stocks Crank Out $4,000 Per Second Starting Now
Investors might be unsure where to place their money this year. But some S&P 500 companies are churning out profit. Continue Reading
- Published
- 12 Aug 2026 12:40
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Aug
12
2026
finance.yahoo.comArchivedPositive tone
Latest News In AI Chips - Advanced Chip Packaging Sparks Market Growth Shift
Recent developments in the AI chip market highlight a significant shift towards advanced chip packaging technologies. According to BCC Research, this market is expected to grow substantially, from $38.6 billion in 2024 to $87.6 billion by 2030, driven by increasing demand for AI and high-performance computing applications. This growth is largely influenced by the need for improved data throughput, reduced latency, and greater interconnect density, surpassing what traditional packaging can provide. The expansion of AI infrastructure and hyperscale data centers is spurring this demand, with Asia-Pacific leading the charge due to its robust semiconductor ecosystems. Consequently, chipmakers and cloud operators are accelerating their procurement of advanced packaging solutions to support this technological evolution. In other trading, Jentech Precision Industrial was a standout up 10% and closing at NT$4,470.00. In the meantime, SiTime trailed, down 3.3% to end the day at $667.10. Riding the AI and 5G wave, SiTime's differentiated products could spearhead significant growth. Unlock deeper insights into SiTime's strategic moves and market position by exploring the full narrative. As a follow-up, check out our Market Insights article where we highlighted AI's explosive impact on South Korea's stock market through major chipmakers, showcasing the urgency in AI investment trends. View Comments
5GAICHIPMAKERSSEMICONDUCTORS
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- 12 Aug 2026 12:37
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Aug
12
2026
finance.yahoo.comArchivedPositive tone
Dow Jones Futures Rise With CPI Inflation Due; AI Stocks Rally As 3 Nvidia Partners Lead Earnings Movers
Futures rose ahead of CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro jumped on earnings, lifting AI stocks. Continue Reading
AIEARNINGSINFLATION
- Published
- 12 Aug 2026 11:32
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Aug
12
2026
finance.yahoo.comArchivedPositive tone
MiTAC Computing Showcases Diversified Infra for Agentic Workloads at OCP APAC Summit
TAIPEI, Aug. 12, 2026 /PRNewswire/ -- MiTAC Computing Technology Corporation, a global leader in high-performance, energy-efficient server solutions and a subsidiary of MiTAC Holdings Corporation (TSE:3706), today showcased its diversified rack-scale infrastructure engineered for Agentic AI workloads at the OCP APAC Summit. Highlighting the event is the world premiere of MiTAC's latest OCP-compliant HPC servers—the C2810Z6 and C2610Z6—developed in collaboration with AMD to harness the all-new 6th Gen AMD EPYC™ Server CPUs on the advanced SP7/SP8 platforms with PCIe Gen 6 connectivity. To meet the demands of continuous Multi-Agent Reasoning Loops and extreme data throughput, MiTAC has engineered comprehensive rack-scale solutions centered around its flagship 52U high-density AI liquid-cooled rack. By incorporating integrated AI servers that span AMD and Intel platforms alongside the NVIDIA accelerated computing platform—featuring compute, networking, and software—MiTAC provides a seamless upgrade path from underlying silicon to a ready-to-deploy 'AI Factory'.MiTAC Computing Showcases Diversified Infra for Agentic Workloads at OCP APAC Summit·prnewswire.com Premiering Next-Gen OCP Compute Nodes for Agentic Execution As autonomous agents transition from simple prompts to dynamic multi-step workflows, foundational compute nodes require unprecedented I/O bandwidth and power efficiency. At OCP APAC, MiTAC is debuting two ORv3 compute platforms powered by 6th Gen AMD EPYC™ Server CPUs. Featuring AMD's "Zen 6" architecture, PCIe Gen 6 connectivity, and CXL 3.1 support, these platforms are engineered to process massive parallel agent requests while optimizing data center footprint and energy density. MiTAC leads this architectural transition with two world-premiere platforms: C2810Z6: An ORv3 multi-node server engineered for high-density cloud and HPC workloads. Powered by 6th Gen AMD EPYC™ Server CPUs (SP7 socket, up to 256 cores and 512 threads,supporting default CPU power up to 600W), it supports up to 4TB DDR5-8000 memory per node. This platform delivers massive PCIe Gen 6 I/O throughput alongside versatile NVMe storage (12x E3.S-1T or 6x U.2), such as Micron 9650 NVMe™ Gen 6 SSDs. Integrated with a 48Vdc busbar and DC-SCM 2.0 module, it ensures extreme performance, security, and power efficiency for dense compute clusters. C2610Z6: A next-generation ORv3 compute platform optimized for scalable cloud, enterprise IT, and edge applications. Powered by 6th Gen AMD EPYC™ Server CPUs (SP8 socket, up to 128 cores and 256 threads, supporting default CPU power up to 400W), it supports up to 4TB DDR5-8000 memory per node. Equipped with PCIe Gen 6 connectivity, flexible NVMe storage, such as Micron 9650 NVMe™ Gen 6 SSDs. Integrated with a 48Vdc busbar and DC-SCM 2.0 management, it provides a highly efficient, versatile architecture for enterprise AI scaling. Story Continues Diversified Rack-Scale Infrastructure for Agentic Workloads Beyond raw node performance, powering autonomous Agentic AI introduces complex architectural demands. Unlike static single-prompt AI, multi-agent systems rely on continuous reasoning loops, dynamic tool calling, real-time memory retrieval, and multi-agent orchestration. To eliminate thermal, storage, and cluster governance bottlenecks across these execution pipelines, MiTAC Computing delivers a complete spectrum of diversified rack-scale infrastructure: High-Density AI Racks (Liquid-Cooled & Air-Cooled): Engineered to sustain the continuous multi-step reasoning loops of agentic workloads. By packing maximum GPU density—such as 96x AMD Instinct™ MI355X GPUs in a single 52U liquid-cooled rack—MiTAC provides the low-latency, unthrottled compute engine required for real-time agent execution. OCP HPC Racks (Modular & Scalable): Delivering open ORv3 standards, energy-efficient 48Vdc power distribution, and modular flexibility, MiTAC's liquid- and air-cooled OCP racks allow data centers to scale execution nodes seamless
AICLOUDDATA-CENTERSHPCSERVERS
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- 12 Aug 2026 08:33
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12
2026
finance.yahoo.comArchivedPositive tone
Foxconn posts quarterly profit surge on AI server demand
Foxconn headquarters in New Taipei City in May 2025 (I-Hwa Cheng) Taiwanese tech hardware titan Foxconn reported on Wednesday a forecast-busting second quarter net profit, as exploding demand for artificial intelligence servers needed in data centres powered the company's growth. Foxconn, whose official name is Hon Hai Precision Industry, has gone beyond assembling low-margin iPhones to making AI servers for US tech giant Nvidia, along with electric vehicles and robots. The company said net profit for April-June reached NT$59.97 billion ($1.86 billion), up 35 percent from the previous year. The result beat estimates of NT$58.38 billion in a Bloomberg survey of analysts. Revenue for the three months hit NT$2.53 trillion, up 41 percent from a year ago. "AI infrastructure is driving growth," Foxconn said in its earnings announcement. The company forecast "strong YoY growth" in the current quarter and "a strong full-year outlook". Governments and tech giants are pouring huge sums into building data centres that can train and run AI tools such as chatbots, image generators and agents that can execute tasks. This has turbocharged business for Foxconn, which makes the servers used in the data centres. tpj/amj/fox View Comments
AIDATA-CENTRESEARNINGSTECH
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- 12 Aug 2026 07:45
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Aug
12
2026
finance.yahoo.comArchivedPositive tone
Cerebras Set to Report Earnings as AI Chips Enter a New Era
Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era. Continue Reading
- Published
- 12 Aug 2026 07:30
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Aug
12
2026
finance.yahoo.comArchivedPositive tone
Taiwan's Foxconn reports 35% rise in Q2 profit on AI demand, beats forecasts
TAIPEI, Aug 12 (Reuters) - Taiwan's Foxconn, the world's largest contract electronics maker, reported on Wednesday a 35% rise in second-quarter profit, beating analyst forecasts, on continued strong demand for AI. Net profit for the April to June period for Nvidia's biggest server maker and Apple's top iPhone assembler was T$59.97 billion, versus an LSEG consensus estimate of T$58.8 billion and compared with T$44.4 billion a year earlier. (Reporting by Ben Blanchard; Editing by Christian Schmollinger) View Comments
CONSENSUS ESTIMATEEARNINGSTECH
- Published
- 12 Aug 2026 07:23
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Aug
12
2026
finance.yahoo.comArchivedPositive tone
CoreWeave Stock Surges Nearly 16% After Earnings, Analyst Says Old Nvidia GPUs Can 'Still Generate Revenue Nearly a Decade Later'
On Tuesday, CoreWeave Inc.(NASDAQ:CRWV) shares jumped nearly 16% in after-hours trading after its second-quarter results, with analyst Daniel Newman pointing to an extended Nvidia Corp(NASDAQ:NVDA) A100 contract as evidence that older AI GPUs may remain valuable far longer than expected. CoreWeave Stock Jumps After Strong Q2 Results CoreWeave reported second-quarter revenue of $2.58 billion, topping analysts' expectations of $2.56 billion, while its adjusted loss of $1.03 per share was narrower than the expected $1.22 loss. Revenue more than doubled from a year earlier, rising about 112.5%. The AI cloud provider also ended the quarter with a massive $104 billion revenue backlog, up more than threefold year over year. CoreWeave said the figure does not include more than $25 billion in additional customer commitments secured early in the third quarter. For the third quarter, CoreWeave expects revenue of $3.45 billion to $3.6 billion and capital expenditures of $11.5 billion to $13.5 billion. Read Also:12 Information Technology Stocks Moving In Tuesday's After-Market Session Analyst Challenges 2-Year Nvidia GPU Lifecycle Newman, CEO of the Futurum Group, reacted to a report that CoreWeave had signed an A100 contract extending through 2029, saying, "So… about those 2 year lifecycles for GPUs." So… about those 2 year lifecycles for GPUs 🙃 https://t.co/OlqLCREpL8 — Daniel Newman (@danielnewmanUV) August 11, 2026 Haim Zaltzman, vice chair of Latham & Watkins, said there is still limited data on how long GPUs retain value compared with traditional industrial equipment, making it difficult to determine whether their useful life is three, five or seven years, CNBC reported in November 2025. The report also cited CoreWeave CEO Michael Intrator, who said the company is taking a data-driven approach to GPU shelf life. Futurum's market strategist Shay Boloor highlighted the same development, saying the contract shows Nvidia GPUs can "still generate revenue nearly a decade later." $CRWV signs an A100 contract through 2029 showing $NVDA GPUs launched in 2020 can still generate revenue nearly a decade later. That longer earning life improves returns on its infrastructure while higher-margin services like managed inference at $100M ARR and non-GPU products… pic.twitter.com/tFd4p5lQgY — Shay Boloor (@StockSavvyShay) August 11, 2026 In a separate post, Boloor praised the improving quality of CoreWeave's contracted revenue, with about $42 billion expected to convert within 24 months, up from roughly $15 billion a year ago, giving the company greater visibility into near-term revenue. Story Continues "The bottleneck is now execution rather than demand because CoreWeave has ~3.7 GW of contracted power but only ~1.5 GW active so growth depends on bringing capacity online fast enough to turn that demand into revenue," he wrote. $CRWV backlog has more than tripled YoY to ~$104B, and that still excludes $25B of new customer commitments added in just the first few weeks of Q3. The quality of that backlog is improving too with ~$42B expected to convert within 24 months versus only ~$15B a year ago giving… https://t.co/SQ7OTaU4ylpic.twitter.com/gV42YMm8sJ — Shay Boloor (@StockSavvyShay) August 11, 2026 Price Action: CoreWeave closed at $90.32 on Tuesday, up 2.42% and surged 15.72% to $104.52 in after-hours trading, according to Benzinga Pro. According to Benzinga Edge Stock Rankings, CoreWeave remains bearish across the short-, medium-, and long-term outlooks. Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Read Also:CoreWeave Stock Jumps as AI Data-Center Demand Skyrockets Ahead of Q2 Earnings Photo Courtesy: PJ McDonnell on Shutterstock.com UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga: COREWEAVE (CRWV): Free Stock A
AIEARNINGSPRICE-TARGETSEMICONDUCTORSTECH
- Published
- 12 Aug 2026 03:17
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Aug
12
2026
finance.yahoo.comArchivedPositive tone
Dow Jones Futures: 3 Nvidia Partners Lead Earnings Movers; CPI Inflation Data Due
The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late. Continue Reading
EARNINGSINFLATION
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- 12 Aug 2026 01:37
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- 1 consolidated
Aug
11
2026
finance.yahoo.comArchivedPositive tone
CoreWeave Earnings Beat Amid Operating Margin Upside
CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates. Continue Reading
- Published
- 11 Aug 2026 21:44
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Aug
11
2026
finance.yahoo.comArchivedPositive tone
CoreWeave edges past quarterly revenue estimates
Aug 11 (Reuters) - AI cloud company CoreWeave edged past Wall Street estimates for quarterly revenue on Tuesday, driven by strong demand for its computing services that power AI systems. Shares of the company were up more than 4% in extended trading. They have risen more than 22% so far this year. So-called neoclouds such as CoreWeave and peer Nebius, which offer hardware and cloud capacity to other technology companies, have seen demand skyrocket as a result of relentless enterprise spending on AI. CoreWeave, whose close ties with Nvidia have made it a key supplier of Nvidia's AI chips, has attracted several high-profile customers so far this year. It has signed cloud capacity agreements with Meta and Claude creator Anthropic. To meet the surging demand, CoreWeave has been ramping up infrastructure investments, which has put pressure on its profit margins. The company said its technology and infrastructure expenses surged 125% to $1.51 billion in the quarter. It reported total revenue of $2.58 billion for the second quarter ended June, compared with analysts' average estimate of $2.56 billion, according to data compiled by LSEG. (Reporting by Deborah Sophia in Bengaluru; Editing by Shinjini Ganguli) View Comments
AICLOUD-COMPUTINGEARNINGSTECHTOTAL REVENUE
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- 11 Aug 2026 21:12
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Aug
11
2026
finance.yahoo.comArchivedPositive tone
Super Micro forecasts upbeat annual revenue
Aug 11 (Reuters) - Super Micro Computer on Tuesday forecast fiscal 2027 revenue above Wall Street expectations, betting that strong demand for its AI-optimized servers would fuel another year of growth. Shares of the company rose 9% in extended trading following the results. The server maker has been a winner in the race to equip data centers for generative AI, leveraging its close relationships with chipmakers and its reputation for speed-to-market. Customers are buying more complex and higher-value rack-scale AI systems, such as those featuring Super Micro's liquid-cooling technology, which are essential for managing the heat from powerful new chips from Nvidia and other semiconductor firms. Super Micro expects annual revenue between $65 billion and $72 billion, ahead of estimates of $52.50 billion, according to data compiled by LSEG. (Reporting by Juby Babu in Mexico City; Editing by Shreya Biswas) View Comments
AIEARNINGSSEMICONDUCTORSSERVERS
- Published
- 11 Aug 2026 21:09
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Aug
11
2026
finance.yahoo.comArchivedPositive tone
Financial Giants Jump Amid Nvidia AI Funding Deal; 1 Eyes Breakout
Nvidia will work with six leading investment companies, including Apollo Global Management, to secure massive new funding for artificial intelligence infrastructure. APO stock jumped near a buy point on Tuesday, extending Monday's rally along with the other financial stocks. Continue Reading
ARTIFICIAL-INTELLIGENCE
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- 11 Aug 2026 21:04
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11
2026
finance.yahoo.comArchivedPositive tone
Sector Update: Tech Stocks Mixed Late Afternoon
Tech stocks were mixed late Tuesday afternoon with the State Street Technology Select Sector SPDR ETF (XLK) easing 0.1% and the State Street SPDR S&P Semiconductor ETF (XSD) adding 0.7%.The Philadelphia Semiconductor Index rose 0.6%.In corporate news, AppLovin (APP) shares fell Silver 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 now
SEMICONDUCTORSTECH
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- 11 Aug 2026 20:45
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11
2026
finance.yahoo.comArchivedPositive tone
Microsoft New AI Chip Could Be a Big Win for Marvell and TSMC
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) could soon give its in-house AI chip effort another test, with a potential Maia 300 launch drawing attention to Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). Wedbush Securities said a successful rollout could improve the outlook for suppliers involved in Microsoft's custom silicon program. Analyst Matt Bryson noted that Microsoft's hardware efforts may be reaching a stage where its chip designs could begin gaining more traction after several development cycles. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator. Marvell could be among the companies with the most to gain if Microsoft places a sizable production order. Taiwan Semiconductor could also benefit because it is expected to provide manufacturing capacity for the chips. The Maia 300 may also add another competitor to Nvidia (NASDAQ:NVDA) in AI inference, the process of running trained models to generate responses. Still, Wedbush expects limited near-term pressure on Nvidia, citing its ability to secure chip supplies. Media reports suggest Microsoft could introduce Maia 300 as early as this fall. The company has also discussed securing capacity for more than 300,000 chips for delivery in 2027, while Maia 200 debuted in January. View Comments
AI-CHIPSSEMICONDUCTORSTECH
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- 11 Aug 2026 20:20
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2026
finance.yahoo.comArchivedPositive tone
IBM Lands a $240 Million AI Inference Deal
This article first appeared on GuruFocus. International Business Machines Corp. (IBM, Financials), the enterprise technology company, signed a $240 million multi-year agreement with Together AI to build a large-scale artificial intelligence inference cluster on IBM Cloud. Warning! GuruFocus has detected 5 Warning Sign with AMZN. Is IBM fairly valued? Test your thesis with our free DCF calculator. The system will be constructed on the latest Blackwell processors, on Nvidia's HGX B300 hardware, and will have Spectrum-X networking. IBM is now in one of the fastest growing segments of the AI market directly. Inference, or the process of running trained models to generate answers and predictions, is becoming a significantly bigger driver of computer demand as firms take AI from testing into everyday use. Together AI is working on open-source models like DeepSeek, MiniMax and Kimi, which are cheaper to run than closed systems from big AI laboratories. For IBM, the transaction provides a method to convert that demand into recurrent cloud infrastructure revenue, rather than just selling software around AI. Nvidia wins here too, because the latest systems are still the core of the cluster. The next question is can transactions like these get big enough to boost IBM's cloud growth in a more meaningful direction. View Comments
AICLOUD-INFRASTRUCTURETECH
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- 11 Aug 2026 20:10
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11
2026
finance.yahoo.comArchivedPositive tone
Chasing NVIDIA? Western Digital May Be the Smarter AI Bet
With the rise of artificial intelligence (AI), NVIDIA Corporation NVDA has emerged as a prime beneficiary, with its shares soaring and helping the company surpass a $5-trillion market capitalization. The rally has been fueled by incessant demand for NVIDIA's advanced chips and CUDA software platform. Given NVIDIA's remarkable AI-driven growth, investors would be tempted to buy the stock. However, NVIDIA's gains have been subdued this year, up only 16.7%. Even though the broader tech sector has remained resilient, investors are increasingly concerned about a potential slowdown in AI spending and its impact on NVIDIA's earnings, which have so far remained phenomenal. Tighter restrictions on chip exports to China and stiff competition could also weigh on NVIDIA's growth trajectory. Against this not-so-encouraging backdrop, investors should consider other beneficiaries in the AI ecosystem, such as Western Digital Corporation WDC, whose shares have surged 154.5% this year and have further room to scale upward. Western Digital continues to benefit from AI-driven demand for high-capacity data storage. Let's explore in detail why Western Digital could be a smart buy now – WDC's AI Tailwinds and Earnings Growth Create Further Upside Western Digital recently reported revenues of $3.75 billion in the fiscal fourth quarter of 2026, up 44% from a year ago, according to the company's press release. The company's top-line growth isn't due to cost-cutting or acquisitions; it is primarily driven by strong demand for storage products. Further, the company expects revenues of $4.1 billion for the first quarter of fiscal 2027, plus or minus $100 million. At the midpoint, this would represent 42-49% year-over-year growth, indicating that revenue growth is expected to carry into fiscal 2027, and the robust performance reported last quarter wasn't just a temporary surge. As storage continues to become a strong component of the AI infrastructure buildout, Western Digital is poised to gain further. The company is therefore forecasting a healthy non-GAAP gross margin of 55-56% for the fiscal first quarter of 2027, up from 54.4% reported in the fiscal fourth quarter of 2026. Further, margin expansion, along with strong revenue growth, could enhance Western Digital's operating leverage, translating into faster growth in operating income and earnings. The company has generated a strong free cash flow of $1.28 billion in the fiscal fourth quarter of 2026, providing the company greater financial flexibility to reinvest in research and development, strengthen the balance sheet, and fund growth initiatives. Story Continues Hence, strong revenue growth, margin expansion and robust cash flow are expected to continue to boost Western Digital's earnings growth and support further upside in its share price. Brokers also see greater upside potential in Western Digital. The average short-term price target for WDC stock is $664.77, representing a 53.1% upside from its last closing price of $434.30. The highest price target stands at $1,050, suggesting a potential upside of 141.8%.Zacks Investment Research Image Source: Zacks Investment Research Therefore, it's prudent for investors to place bets on Western Digital at the current levels to capitalize on its upside potential. Consequently, the company's expected earnings growth rate for the current year is 84.4%. The Zacks Consensus Estimate of $18.85 for WDC's earnings per share is up 165.1% year over year.Zacks Investment Research Image Source: Zacks Investment Research Western Digital currently has a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Western Digital Corporation (WDC) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report This article originally published on Zacks Invest
AIBALANCE SHEETEARNINGSEARNINGS GROWTHEARNINGS PER SHAREFOURTH QUARTER
- Published
- 11 Aug 2026 20:00
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2026
finance.yahoo.comArchivedPositive tone
Trump says 401(k)s are up ‘double and triple’ as America enters golden age — are you all set to get rich?
Nathan Howard/ Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. President Donald Trump says Americans' retirement accounts are enjoying a historic run — and he believes the best may still be ahead. During a recent interview with Fox News, Trump pointed to record stock prices, rising employment and a wave of new factory investment as evidence that the U.S. economy is firing on all cylinders. "We hit an all-time stock market high," Trump said (1). Must Read Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold The tax breaks in Trump's 'big beautiful bill' expire after 2028 — and experts say most people won't act in time. What to do before the window closes Then he turned to Americans' retirement savings. "401(k)s are the highest they've ever been by double and triple," he said. Trump did not explain precisely what he meant by "double and triple," and individual 401(k) returns vary widely depending on what workers own, when they began investing and how much they contribute. But his broader point was unmistakable: with stocks soaring to record highs, Americans who have stayed invested have had plenty to celebrate. The benchmark S&P 500 has gained about 29% since the beginning of Trump's second term, lifting retirement accounts along the way. According to Fidelity (2), the average 401(k) balance rose 11% from Q1 2025 to Q1 2026, reaching $141,000. Although a good boost, this doesn't qualify as double or triple. Vanguard (3) reported a similar trend, stating that "strong market performance in 2025 led directly to substantial increases in retirement accounts." Its average 401(k) balance rose 13% in 2025 to an all-time high of $167,970. And Trump believes the country is only beginning to feel the benefits of his economic agenda. "This is the GOLDEN AGE OF AMERICA, and we're just getting started," he wrote in a Truth Social post (4). 'America is WINNING!' Trump has been particularly bullish on one corner of the economy: manufacturing. "Manufacturing is BOOMING!" he wrote in the same post, pointing to U.S. factory activity reaching its fastest pace in more than four years. Exports are another area he has highlighted. "American Exports are on FIRE. U.S. Goods Exports have now topped 200 BILLION DOLLARS for the fifth consecutive month," he added. "We are on pace for nearly 2.5 TRILLION DOLLARS in Goods Exports this year — Numbers nobody thought possible just two years ago." Story Continues And once again, he pointed to Wall Street as evidence that investors are buying into the story. "The Stock Market is at an ALL TIME HIGH, and setting Record after Record because Investors know America is WINNING!" he wrote. For retirement savers, that raises a simple question: are you participating? Read More: Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going Put America's growth to work — start with free money For many Americans, building long-term wealth does not begin with identifying the next Nvidia (NASDAQ:NVDA) or guessing which industry will benefit most from Trump's policies. It starts with taking full advantage of the benefits already available through the workplace. If your employer offers a 401(k) match, contributing enough to receive the full match is often one of the most attractive first steps. For example, an employer that matches contributions dollar for dollar up to a certain percentage of salary is effectively adding money to your retirement account whenever you contribute. That is why an employer match is often described as "free money" — and why many investors prioritize capturing it before moving on to other accounts. From there, investo
401KGOLDREAL-ESTATERETIREMENTSTOCKS
- Published
- 11 Aug 2026 15:10
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Aug
11
2026
finance.yahoo.comArchivedPositive tone
Fastino Labs Releases Two Specialized Open-Weight Models for Finance and Healthcare, Post-Trained on NVIDIA Nemotron 3.5 Lightning Entirely using an Agent
Fastino-Nemotron-3.5-Lightning-Finance and Fastino-Nemotron-3.5-Lightning-Healthcare, post-trained on Nemotron 3.5 Lightning by the Fastino Fine-Tuning Agent, are available on Hugging Face today under the Apache 2.0 license. Both models outperform the Nemotron 3.5 Lightning base model across a variety of finance and healthcare benchmarks, showing off both the ease of fine-tuning Nemotron and the power of doing it with the Fastino agent. The agent that post-trained them is also available today in private preview. PALO ALTO, Calif., Aug. 11, 2026 /PRNewswire/ -- Fastino Labs, the applied AI research lab and creator of the GLiNER model family, today announced specialised open weight models for finance and healthcare post-trained on NVIDIA Nemotron 3.5 Lightning.Fastino Labs logo Fastino developed Fastino-Nemotron-3.5-Lightning-Finance and Fastino-Nemotron-3.5-Lightning-Healthcare, two open-weight models post-trained on NVIDIA Nemotron 3.5 Lightning and available on Hugging Face today. Neither model was post-trained by a person. Both were post-trained end-to-end by the Fastino Fine-Tuning Agent, a fully autonomous autoresearch agent, which the company is also releasing today in private preview. The agent produced each model in less than ten hours, work a post-training team would have likely spent weeks on. The finance model lifts FinQA accuracy of the base model from 15.86% to 59.23%, with gains across five financial reasoning benchmarks while the healthcare model delivers verified gains on MEDEC and MedCalc-Bench and lifts performance on a total of eight medical benchmarks. Both models showed gains that transferred to related tasks they were never trained for, showing that the gains reflect genuine generalized domain capabilities rather than fitting to specific benchmarks. Models that excel in data sensitive domains Open models specialized for finance and healthcare remain scarce, and many are years old. The public FinQA leaderboard tracks three models, all proprietary. HealthBench's leaderboard is dominated by closed models. That leaves teams in the two domains with an unacceptable choice: using a general-purpose frontier model they cannot run on their own data, or doing nothing. Data privacy and governance have been holding LLM adoption back for high ROI use cases. The data that would most improve a model, whether filings, clinical notes, or internal financial metrics, is proprietary and tightly governed, and can rarely leave the environment it lives in. An open weight model that a team can fine-tune and run on its own infrastructure is how that team gets domain accuracy without giving up control of the data that produces it. Story Continues Both domains also have real headroom. Nemotron 3.5 Lightning already carries substantial financial and clinical knowledge. What post-training adds is the precision to improve it on an organization's proprietary data for their specific use case. Post-training without a research team The Fastino Fine-Tuning Agent is a fully autonomous autoresearch agent that takes a task description in plain language and runs the entire fine-tuning pipeline: researching the task and the current state-of-the-art, finding and curating training data, building an evaluation set before training begins, running multiple training configurations and data experiments in parallel, recovering from failed runs, testing its own work for data contamination, and delivering the highest accuracy checkpoint. In this case, the agent was tasked with building two models that would perform well across a wide range of finance and healthcare tasks. No Fastino research engineer had to select or generate the training data, or run a single fine-tuning experiment. Any training run comes down to three interlocking decisions: what data to train on, how to configure the run, and what supervision format to use. Those decisions cannot be separated, which is why a fixed parameter grid does not work and fine-tuning by hand takes weeks. The age
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- 11 Aug 2026 15:03
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finance.yahoo.comArchivedPositive tone
Nvidia (NVDA) Is Going Beyond GPUs in the $500 Billion AI Boom, Wells Fargo Says
NVIDIA Corporation (NASDAQ:NVDA) just partnered with six major financial institutions on a $500 billion financing push for artificial intelligence infrastructure. The chipmaker said on Monday that it has signed memorandums of understanding with Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and KKR to establish independent computing financing platforms for Nvidia's customers. Marking a major milestone for Nvidia and the AI industry, Chief Executive Officer Jensen Huang noted how the move will help bring the "world's leading long-term capital providers together to independently underwrite AI infrastructure." Major technology companies continue to ramp up AI investment, with total spending expected to surpass $730 billion this year. Following the news, Wells Fargo analyst Aaron Rakers reiterated an Overweight rating on the stock with a $315.00 price target. The Wall Street firm sees the financial partnership as proof that Nvidia is playing a bigger role in AI infrastructure build outs. However, the bigger story may extend well beyond another bullish analyst call. The Partnership Could Tackle the Financial Aspect Big tech has been spending hundreds of billions to fund the AI boom, while growing financial needs has turned Wall Street skeptical regarding the returns these investments will ultimately generate. No wonder Meta Platforms, Inc. (NASDAQ:META) also recently announced a venture with asset manager BlackRock, Inc. (NYSE: BLK) to develop and operate a one gigawatt data center campus in El Paso, Texas. The Meta-BlackRock deal aims to ease some of Meta's funding pressures, similar to what Nvidia is trying to achieve with its recent financing effort. According to Wells Fargo, the new platforms would help Nvidia in long-duration financing tied to revenue, as well as sharing and usage, helping mobilize over $500 billion of 3rd-party capital for AI infrastructure build outs. Why is this distinction important? Simply because Nvidia isn't committing its own $500 billion but bringing large pools of institutional money into AI infrastructure. These financing platforms will not only enable customers to access compute resources at scale, but may potentially help Nvidia develop an evolving recurring revenue model. The Bigger Picture The Nvidia partnership isn't entirely risk free, and comes with its own financial and market hazards. Jim Zelter, Apollo Global Management President, has noted that the AI investment cycle will likely experience "excesses" and "pullbacks." Goldman Sachs CEO has also warned that some major companies may ultimately fail to live up to expectations. Story Continues The risk becomes noticeable considering Nvidia has the option to backstop 25% of each loan made through the program. This may expose its balance sheet to contingent liabilities, circular financing concerns, and even default exposure. Famed short-seller Michael Burry has also echoed some of the skepticism, arguing late last year how big tech companies may be extending the useful lives of AI hardware and therefore understating depreciation expenses. What the Hedge Fund Numbers Say Nvidia Corporation remains widely held among hedge funds. According to Insider Monkey's database, 275 hedge funds held stakes in NVDA, up from 264 in the previous quarter. Mega-cap peer Meta Platforms Inc. who is also heavily investing in AI infrastructure is slightly behind yet maintains substantial exposure with 262 hedge fund holdings, up from 256 in the prior quarter. The numbers suggest that despite growing concerns about the returns on massive AI spending, hedge funds continue to maintain substantial exposure to the companies positioned at different ends of the AI buildout. Overall, Nvidia's financing push is helping expand its role well beyond selling GPUs. However, investors need to watch if the AI chipmaker can eventually support a recurring revenue model. While we acknowledge the potential of NVDA as an investment, we beli
AI-INFRASTRUCTUREBALANCE SHEETFINANCINGPARTNERSHIPSPRICE TARGETPRICE-TARGET
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- 11 Aug 2026 14:53
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finance.yahoo.comArchivedPositive tone
GraniteShares Announces Monthly Distributions for its Autocallable ETFs: ANV, TLA, MSR, ATC, PLA, AHD, SCA and MRA
GraniteShares New York, Aug. 11, 2026 (GLOBE NEWSWIRE) -- GraniteShares today announced the monthly distributions for its GraniteShares Autocallable ETFs: ANV, TLA, MSR, ATC, PLA, AHD, SCA and MRA as shown in the table below. ETF Ticker ETF Name Distribution Frequency Distribution per Share Distribution Rate1,3 30-Day SEC Yield2 ROC4 Ex-Date & Record Date5,6 Payment Date7 MRA GraniteShares Autocallable MARA ETF Monthly $ 0.85637 54.31 % -1.16 % 0.00 % 12-Aug-2026 14-Aug-2026 SCA GraniteShares Autocallable SMCI ETF Monthly $ 0.81037 44.22 % -1.08 % 0.00 % 12-Aug-2026 14-Aug-2026 ATC GraniteShares Autocallable COIN ETF Monthly $ 0.57205 33.10 % -1.19 % 0.00 % 12-Aug-2026 14-Aug-2026 AHD GraniteShares Autocallable HOOD ETF Monthly $ 0.58121 26.93 % -1.11 % 0.00 % 12-Aug-2026 14-Aug-2026 PLA GraniteShares Autocallable PLTR ETF Monthly $ 0.43141 20.18 % -1.13 % 0.00 % 12-Aug-2026 14-Aug-2026 TLA GraniteShares Autocallable TSLA ETF Monthly $ 0.38765 20.13 % -1.19 % 0.00 % 12-Aug-2026 14-Aug-2026 ANV GraniteShares Autocallable NVDA ETF Monthly $ 0.32942 15.68 % -1.11 % 0.00 % 12-Aug-2026 14-Aug-2026 MSR GraniteShares Autocallable MSTR ETF Monthly $ 0.00000 0.00 % -1.14 % 0.00 % 12-Aug-2026 14-Aug-2026 Distributions are not guaranteed Standardized Performance and Fund details can be obtained by clicking the ETF Ticker in the table above or by visiting us at www.graniteshares.com. 1The Distribution Rate shown isbased on the NAV per share as ofAugust 10,2026, adjusted for corporate actions. The Distribution Rate is the annual rate an investor would receive if the most recent distribution remained the same going forward. The rate represents a single distribution from the fund and does not represent total return to the fund. The distribution rate is calculated by annualizing the most recent distribution and dividing it by the most recent NAV adjusted for corporate actions. 2The 30-Day SEC Yield represents the net investment income (excluding option income) earned by the ETF over the 30-day period endedJuly 31, 2026. It is expressed as an annualized percentage rate based on theETF's share price at the end of that period. 3Each GraniteShares Autocallable ETF seeks to generate potential monthly income by investing in a portfolio of single-stock autocallable options linked to the performance of its reference equity (such as Nvidia). The Fund may distribute income, where available, and will manage positions through a laddered approach and ongoing rolling. Distributions may vary and are not guaranteed, and the Fund remains subject to equity-linked downside risk. 4 ROCor Return of Capital indicates how much the distribution reflects an investor's initial investment and are determined in accordance with generally accepted accounting principles("GAAP"). The timing and character of distributions for federal income tax purposes are determined in accordancewith income tax regulations which may differ from GAAP. As such, the figures shown for each Fund in the table above are estimates based on the latest 19a1 forms and may later be determined to be taxable net investment income, short-term gains, long-term gains (to the extent permitted by law), or return of capital. Actual amounts and sources for tax reporting will depend upon the Fund's investment activities during the remainder of the fiscal year and may be subject to changes based on tax regulations. Your broker will send you a Form 1099-DIV for the calendar year to tell you how to report these distributions for federal income tax purposes. Story Continues 5Ex-Date: The first day an ETF trades without the right to receive the upcoming distribution 6Record Date: The cut-off date set by the company to determine which ETF holders are eligible to receive the distribution 7Payment Date: Date on which the distribution is paid to eligible ETF holders. Fund shareholders are not entitled to any distribution paid by the Underlying ETFs. GraniteShares Advisors LLC has contractually agreed to waive its fees a
DISTRIBUTIONSETFSINVESTMENT-STRATEGYSHARE PRICE
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- 11 Aug 2026 14:45
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finance.yahoo.comArchivedPositive tone
CoreWeave Earnings Will Test Its Speedrun to AI Hyperscale
CoreWeave earnings are expected to show another quarter of triple-digit sales growth as the AI cloud company spends billions on data centers and inches toward profitability. Continue Reading
AICLOUD-COMPUTINGEARNINGS
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- 11 Aug 2026 07:00
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finance.yahoo.comArchivedPositive tone
Making Sense of the Multibillion-Dollar Numbers of Nvidia Deal, Intel Share Sale
Nvidia is becoming the "banker of choice to the AI ecosystem" as it seals $500 billion commitments from Wall Street giants. Meanwhile, Intel is looking at its first share sale since the 1970s. Bloomberg's reporters and market watchers make sense of the multibillion-dollar figures, with one noting the capital raise could be a "double-edged" sword for Nvidia. View Comments
AICAPITAL-RAISESHARE-SALE
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- 11 Aug 2026 06:26
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finance.yahoo.comArchivedPositive tone
Apollo Global Management (APO) Joins $500 Billion AI Infrastructure Fund
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Apollo Global Management (NYSE:APO) is part of a planned US$500b AI infrastructure fund alongside Nvidia and other large Wall Street investors. The fund targets data centers and related AI infrastructure, highlighting growing capital demand for large scale computing projects. Apollo announced a new innovation hub in Austin, Texas, intended to expand its presence in a major US technology and industrial center. Together, these moves represent a material extension of Apollo's focus on AI related infrastructure and regional growth in the United States. Apollo is far from the only stock tied to large scale AI build outs, so it can be useful to compare its exposure with a broader group of companies focused on similar infrastructure themes through 56 AI infrastructure stocksNYSE:APO Earnings & Revenue Growth as at Aug 2026 Apollo Global Management sits within a group of large alternative asset managers that allocate capital across credit, private equity, and real assets. The stock has seen mixed recent trading, with a gain of 9.7% over the past month but a decline of 10.0% year to date based on the latest close at US$132.02. That mixed pattern underlines how investor expectations can shift quickly around longer term themes. 2 things going right for Apollo Global Management that this headline doesn't cover. AI buildout and Austin expansion feed directly into Apollo Global Management's growth themes For investors, this AI infrastructure fund and the new Austin hub speak directly to Apollo Global Management's focus on an industrial and infrastructure heavy capital cycle. The Nvidia led fund leans into Apollo's existing strengths in large, complex financing, which supports the catalyst around growing origination volumes in private credit and real assets. The Austin hub ties into Apollo's push to build new businesses across product, distribution, infrastructure and market making, although it also raises the bar on execution at a time when the company is managing mixed results in net income and a loss over the first half of 2026. For this news to really matter in your thesis, watch for concrete follow through. That includes disclosed commitments or deals sourced through the US$500b AI vehicle, measurable assets or hires tied to the Austin hub, and how these show up in Apollo's future segment disclosures, fee related earnings and capital deployed into AI and industrial projects. For the full picture including more risks and rewards, check out the complete Apollo Global Management analysis. Alternatively, you can check out the community page for Apollo Global Management to see how other investors believe this latest news will impact the company's narrative. Story Continues Do you think there's more to the story for Apollo Global Management? Head over to our Community to see what others are saying! This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include APO. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments
AICREDITINDUSTRIALINFRASTRUCTURENET INCOMEPRIVATE-EQUITY
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- 11 Aug 2026 03:09
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finance.yahoo.comArchivedNeutral tone
Dow Jones Futures: Trump Claims 'Control' Of Strait Of Hormuz; SpaceX Rival Rocket Lab Dives On Earnings
Dow Jones Futures: Trump claimed "control" of the Strait of Hormuz. SpaceX rival Rocket Lab tumbled on earnings late. Continue Reading
EARNINGS
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- 11 Aug 2026 03:08
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