kingfisher — alert #3526

🚨 Alert #3526 Fri Aug-28 13:00:23

'Nvidia Pauses Revenue-Sharing Deals With AI Cloud Companies'- WSJ Exclusive

benzinga · Thu Aug-27 22:50:05 published · Fri Aug-28 13:00:23 alerted · alerted 14h 10m after publish · read at www.benzinga.com ↗ · other · mat 85

Nvidia has reportedly paused revenue-sharing agreements with AI cloud service providers, potentially altering the economic dynamics of AI infrastructure deployment.

🎯 Tickers & verdicts

ticker	direction	verdict	since close	30m	day lo	day hi
primary NVDA	▼ bearish	FRESH	-0.57%	-0.24%	216.97	228.68
SMCI	· unclear	REPRICING	-1.59%	-0.29%	36.92	38.72
peer AMD	▲ bullish	FRESH	-0.93%	-0.11%	465.60	478.33
AMZN	▲ bullish	FRESH	+0.38%	-0.05%	257.06	267.47
META	▲ bullish	FRESH	+0.20%	-0.11%	571.80	614.61
GOOGL	▲ bullish	FRESH	+0.19%	-0.13%	340.64	348.75
AVGO	▲ bullish	FRESH	+0.16%	-0.10%	365.84	376.20
MSFT	▲ bullish	FRESH	-0.14%	+0.14%	502.75	547.03

🧭 Decisions

strategy	ticker	action	side	rationale
S1	NVDA	○ skip	—	news 8-24h old at decision, floor 4h → close -3.82%
S2	-	○ skip	—	no counterparty in universe
S3	AMD	○ skip	—	news 8-24h old at decision, floor 4h → close -1.09%
S4	NVDA	○ skip	—	news 8-24h old at decision, floor 4h

📈 Trades

no trades spawned

📖 Glossary

S1 primary — trades the alert's primary ticker in the direction the article itself indicates; exits at the same day's close.
S2 counterparty — trades the inferred counterparty ticker (weakest signal, LLM-inferred sympathy); exits at the same day's close.
S3 peer — trades an inferred peer ticker (also LLM-inferred sympathy); exits at the same day's close.
S4 overnight — holds the primary ticker from today's close to the NEXT day's close.
Verdicts are decided top-to-bottom, first match wins; REPRICING is also the fallback when nothing else matches (2026-08-08 #220).
UNKNOWN — a needed price input (move since close or move in the last 30m) is missing.
PRICED — |move since previous close| ≥ 2.0%: already reflected in price.
REPRICING — |move in the last 30m| ≥ 0.5%: the tape is actively moving on it. Also covers a quieter move — |move since previous close| in [1.0, 2.0) with a quiet last-30m tape: still developing, not yet priced.
FRESH — |move since previous close| < 1.0%: a genuinely new move.
materiality — how market-moving the story was judged, 0-100 — alerts require materiality ≥ 60.