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Tue Sep-01 13:49:24

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🗞️ News

S&P 500 Stays Near Records After Mild July Inflation Report

Wed Aug-12 19:00:12other65

Micron Technology shares rose over 6% alongside SK Hynix as memory chip stocks rallied on strengthening demand forecasts for high-bandwidth memory used in AI accelerators.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ REPRICINGAVGO ▲ FRESHwww.fool.com ↗

TSMC Exec Makes Big Announcement & Confirms 98% Yield For CoWoS Packaged AI Chips

Wed Aug-12 18:50:34product65

TSMC executive confirmed a 98-99% yield rate for its CoWoS advanced packaging technology used in AI chips and announced plans to expand the reticle size to 14x by 2029.

TSM ▲ REPRICINGNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ FRESHASML ▲ REPRICINGwccftech.com ↗

CoreWeave and Nebius surge after blowout Q2 earnings trigger neocloud sentiment shift By Investing.com

Wed Aug-12 18:50:22earnings65

Strong earnings and backlog growth from neocloud providers CoreWeave and Nebius triggered a short squeeze and positive sentiment shift for the AI infrastructure sector, including Super Micro Computer.

SMCI ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ FRESHMSFT ▲ PRICEDAMZN ▲ REPRICINGGOOGL ▲ FRESHMETA ▲ PRICEDwww.investing.com ↗

CoreWeave CEO: We're Booking 2020-Era NVIDIA GPUs Through 2029 at "Full Freight

Wed Aug-12 18:50:22other65

CoreWeave CEO stated that demand for older NVIDIA GPUs remains strong with contracts booked through 2029 at full pricing, adding $25 billion to the backlog in five weeks.

NVDA ▲ PRICEDAMD ▼ PRICEDMSFT · PRICEDGOOGL · FRESHAMZN · REPRICINGMETA · PRICED247wallst.com ↗

Google DeepMind gets a major leadership shakeup as Hassabis steps aside and two legendary engineers leave

Wed Aug-12 18:50:16other75

Alphabet shares dropped approximately 4% following the announcement that Demis Hassabis is stepping down as head of Google DeepMind and legendary engineers Jeff Dean and Sanjay Ghemawat are departing to start a new AI company.

GOOGL ▼ FRESHMSFT · PRICEDMETA · PRICEDAMZN · REPRICINGNVDA · PRICEDcryptobriefing.com ↗

Nvidia Ships Co-Packaged Optics Switch as Ecosystem Testing Gap Widens

Wed Aug-12 18:50:14product65

Nvidia confirmed its Spectrum-6 co-packaged optics switches are in production and shipping, while industry partners warned that a lack of testing standards delays broader multi-vendor adoption.

NVDA ▲ PRICEDTSM ▲ REPRICINGMSFT · PRICEDGOOGL · FRESHAVGO ▼ FRESHAMD · PRICEDASML · REPRICINGwww.techtimes.com ↗

QUICK SPARK: Micron Reclaims $1 Trillion Valuation on Broad AI Stock Rally

Wed Aug-12 18:46:27other65

Micron Technology's market capitalization surpassed $1 trillion driven by reports of Temasek investment plans in competitors, strong earnings from AI infrastructure partners, and industry commentary indicating memory supply is sold out for two years.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ REPRICINGAVGO ▲ FRESHQCOM ▲ FRESHSMCI ▲ PRICEDwww.benzinga.com ↗

AMD Sees AI Inference Fueling Explosive Data Center Growth in 2027

Wed Aug-12 18:40:17guidance65

AMD executives projected strong server revenue growth through 2027 driven by the shift toward AI inference workloads requiring high-core-count CPUs.

AMD ▲ PRICEDNVDA · PRICEDQCOM · FRESHwww.nasdaq.com ↗

Palantir Technologies Inc. (PLTR) vs. BigBear.ai Holdings, Inc. (BBAI): Palantir's "Otherworldly" Quarter Sends Shares Soaring 30%

Wed Aug-12 18:40:09earnings90

Palantir Technologies reported a 93% year-over-year revenue increase and raised full-year guidance, driving a nearly 30% surge in its stock price.

PLTR ▲ REPRICINGfinance.yahoo.com ↗

Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through

Wed Aug-12 18:31:10earnings65

Lumentum reported blowout fiscal Q4 2026 earnings and raised guidance, driving a rally in AI optics stocks and providing a positive read-through for Super Micro Computer and the broader semiconductor sector.

SMCI ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ FRESHQCOM ▲ FRESHMU ▲ PRICEDTSM ▲ REPRICINGASML ▲ REPRICING247wallst.com ↗

Microsoft Stock Drops While Maia Chip Ambitions Expand

Wed Aug-12 18:30:39product65

Microsoft is advancing its custom Maia AI chip development to reduce reliance on external suppliers like Nvidia and AMD, aiming to lower inference costs and improve data center economics.

MSFT ▲ PRICEDNVDA ▼ PRICEDAMD ▼ PRICEDfinance.yahoo.com ↗

Why Micron Stock Is Surging Today

Wed Aug-12 18:30:37other65

Micron stock rises on lobbying efforts against Chinese memory chips and positive earnings from AI infrastructure partners CoreWeave and Nebius.

MU ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDTSM ▲ REPRICINGAAPL · FRESHwww.fool.com ↗

Jury selection begins in Meta youth harms trial in California federal court

Wed Aug-12 18:30:28regulatory75

Jury selection has begun in the federal trial where Meta faces allegations from multiple states regarding harm to youth mental health and illegal data collection from children.

META ▼ PRICEDGOOGL · FRESHwww.mykxlg.com ↗

RaillyNews - Russian S-71M missile system equipped with Nvidia Jetson Orin module

Wed Aug-12 18:30:27regulatory65

Ukrainian intelligence reports that Russia's S-71M missile system utilizes Nvidia Jetson Orin modules, raising significant regulatory and export control concerns.

NVDA ▼ PRICEDraillynews.com ↗

CoreWeave Targets $13.2 bn Revenue, Plans Up to $39 bn AI Investment as Orders Surge

Wed Aug-12 18:21:03earnings65

CoreWeave raised its 2026 revenue outlook to $13.2 billion and reported a 112% year-over-year revenue increase, signaling sustained strong demand for AI infrastructure.

NVDA ▲ PRICEDAMD ▲ PRICEDMSFT ▲ PRICEDGOOGL ▲ FRESHAMZN ▲ REPRICINGMETA ▲ PRICEDAVGO ▲ FRESHSMCI ▲ PRICEDPLTR ▲ REPRICINGinfotechlead.com ↗

TSMC Revenue Surges 45% as AI Chip Demand From Nvidia, AMD, and Apple - Memeburn

Wed Aug-12 18:20:42earnings85

TSMC reported a 44.7% year-over-year revenue increase for July driven by strong AI chip demand from major customers including Nvidia, AMD, and Apple.

TSM ▲ REPRICINGNVDA ▲ PRICEDAMD ▲ PRICEDAAPL ▲ FRESHAVGO ▲ FRESHGOOGL ▲ FRESHmemeburn.com ↗

Supermicro Targets $72 bn Revenue, Expands AI Server Capacity to 6,000 Racks a Month

Wed Aug-12 18:20:38earnings85

Super Micro Computer reported a 93% year-over-year revenue increase in Q4 fiscal 2026 and issued strong guidance targeting $65 billion to $72 billion in fiscal 2027 revenue.

SMCI ▲ PRICEDNVDA ▲ PRICEDAMD · PRICEDAVGO · FRESHinfotechlead.com ↗

Stock Market Today: Nasdaq 100 Rises on Strong AI Earnings, Benign Inflation

Wed Aug-12 18:16:45earnings65

The Nasdaq 100 rose driven by strong AI infrastructure earnings and benign inflation data, with Nvidia leading gains among semiconductor stocks.

NVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ FRESHQCOM ▲ FRESHTSM ▲ REPRICINGASML ▲ REPRICINGSMCI ▲ PRICEDMU ▲ PRICEDAAPL ▲ FRESHMSFT ▲ REPRICINGGOOGL ▲ FRESHAMZN ▲ REPRICINGMETA ▲ PRICEDPLTR ▲ REPRICINGwww.benzinga.com ↗