The compute build-out: chips, data centres, model labs and the capex cycle funding them.
237 report(s) in the archive
Component makers and assemblers across Asia reacted unevenly to Nvidia's results, even as the numbers themselves were described as a record quarter.
Nvidia's latest quarterly results triggered a mixed, rather than uniformly positive, reaction among its Asian supply-chain partners.
Amazon's cloud unit expanded its Nvidia order just as the chipmaker's own quarterly results topped estimates, reinforcing the bull case for sustained AI spending.
AWS and Nvidia agreed to deploy 2 million additional GPUs by 2028, announced alongside Nvidia's latest quarterly results, which beat expectations.
Investors held positions steady heading into the report, leaving major benchmarks little changed for the August 26 session.
Major US stock indexes closed roughly flat on August 26 as investors avoided large bets before Nvidia's earnings release.
The push comes as a top BofA analyst projects Nvidia could generate $1 billion in free cash flow every weekday within a year.
Nvidia is encouraging banks to treat AI chips as loan collateral similar to mortgages, a financing structure that would let AI infrastructure buyers borrow more heavily against hardware they already own.
Oil fell on hopes for eased tensions around the Strait of Hormuz even as US stock futures slipped ahead of two closely watched releases.
World stocks edged higher while US futures fell as investors positioned for Nvidia's earnings and the PCE inflation data, with oil prices dropping on hopes of eased Hormuz Strait tensions.
Bill Ackman's fund sold down Alphabet to fund a larger Microsoft position, betting the software giant is the stronger AI play.
Pershing Square made Microsoft its largest AI holding in the latest quarter by selling shares of Alphabet, according to Motley Fool reporting on the fund's portfolio changes.
The 50% memory jump comes as chip prices climb industry-wide, a cost investors will watch alongside Nvidia's earnings this week.
AMD's upcoming AI accelerator carries 432 gigabytes of memory, 50% more than its predecessor, arriving just as memory chip prices rise across the industry.
The Alibaba co-founder's purchase, tied to the company's AI push, comes as investors debate whether the stock's rally has further to run.
Jack Ma's $76 million purchase of Alibaba shares sent the stock higher as investors read the move as a vote of confidence in the company's artificial intelligence strategy.
Traders are watching for AI capacity bottlenecks in Nvidia's report as the Federal Reserve's annual gathering adds a second catalyst to the same session.
S&P 500 futures climbed ahead of the August 25 session as investors positioned for Nvidia's earnings release and the Federal Reserve's symposium, two catalysts landing close together.
Nvidia extended losses on August 24 as investors moved into blue-chip names, while Samsung's record-setting shareholder return failed to stop a sector-wide memory stock decline.
Semiconductor stocks fell broadly on August 24, 2026, with Nvidia extending losses and every major memory stock dropping despite Samsung authorizing its largest-ever shareholder return.
Broadcom's credit risk measures rose and Nebius fell 4% as a $5 billion convertible bond settled, dragging down Datadog and Cloudflare in the same session.
Broadcom's credit risk measures rose alongside a decline in Nebius, Datadog and Cloudflare shares as a $5 billion Nebius convertible bond settlement worked through the market on August 24.
The investor who called the 2008 housing crash dropped Alibaba over what he called a broken management pledge, arguing the stock, already down 40% on AI pressure, needs to halve again.
Michael Burry exited his Alibaba position, saying the stock is down 40% on AI pressure and still needs to fall by half, citing broken management commitments.
Morgan Stanley says a post-World War II shift in markets could push yields higher still, while Wolfe warns that could squeeze AI spending.
Morgan Stanley says bond yields could keep climbing as markets undergo a shift not seen since World War II, and Wolfe warns rising yields may pressure AI spending.
TrendForce's forecast implies the memory chip boom that lifted Sandisk is decelerating sharply, not reversing.
TrendForce projects NAND flash memory prices will rise 10% to 15% this quarter, a sharp slowdown from the roughly 70% jump Sandisk rode over the prior period.
Michael Burry's Scion Asset Management dropped Alibaba for JD.com just as Alibaba priced a massive stock placement to fund AI spending.
Alibaba shares fell in Hong Kong after Michael Burry disclosed he had exited his Alibaba stake in favor of JD.com, compounding pressure from a $10.2 billion share placement the company launched to fund AI investment.
SoftBank's planned bond sale would be its largest ever; Alibaba is raising through a share placement rather than debt.
SoftBank is planning a record $6.3 billion bond sale and Alibaba is raising $10 billion via share placement, both citing accelerating AI spending as the reason.
Two separate analyses of the memory sector's run-up reach the same historical conclusion: these cycles have always ended, even as commentators argue this one may be different.
Historical patterns in memory-chip cycles suggest today's rally in Micron, SanDisk and SK Hynix will eventually cool, though both reports note structural AI demand could make this cycle longer than past ones.
The memory chipmaker says shareholder returns are now a floor, not a ceiling, as it retires roughly one share in every 30.
SK Hynix is buying back 3.3% of its outstanding shares and canceling every one of them, permanently shrinking its share count rather than just offsetting dilution.
Power generators tied to AI data center demand are drawing investor attention even as the broader AI trade grabs the headlines.
Vistra's business model, built around supplying electricity, positions it to benefit directly as data centers built for AI computing drive up power demand.
With Nvidia due to report and Jackson Hole on the calendar, rates and mega-cap tech risk are both back in focus for a market that has ridden the chip maker's results before.
Nvidia reports earnings Wednesday in what MarketWatch calls a test for a broad universe of companies tied to the AI theme, with bond yields also back in focus ahead of Jackson Hole.