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Key PlayersBloomberg, JPMorgan, Citadel

AI AdoptionAdvanced

Use CasesFraud Detection, Algorithmic Trading, Risk Assessment

Top News

Nvidia reveals $21B SpaceX stake and $30B Intel position in strategic AI infrastructure expansion

Nvidia disclosed major equity positions worth over $50 billion in its latest SEC filing, including a $21 billion stake in SpaceX and $30 billion in Intel shares. The chipmaker's strategic investments span AI infrastructure, telecommunications, and chip development, reinforcing its dominance in the AI ecosystem.

Business6 sources

Nvidia reveals $21B SpaceX stake and $30B Intel position in strategic AI infrastructure expansion

Business6 sources

Nvidia invests $1.5B in SB Energy, backs OpenAI's Ohio data center with $105B guarantee

Nvidia commits up to $105 billion to guarantee OpenAI's massive Ohio data center at PORTS-Pike Technology Campus, while investing $1.5 billion in SoftBank-linked data center developer SB Energy. The deal positions Nvidia as the exclusive chip provider for what could become one of the world's largest AI infrastructure projects.

Business30 sources

Nvidia invests $1.5B in SB Energy, backs OpenAI's Ohio data center with $105B guarantee

Business30 sources

Jane Street Suffers $15 Billion Loss as AI Selloff Triggers Hedge Fund Collapse

Wall Street trading firm Jane Street took a $15 billion hit in July from its exposure to AI-focused hedge fund Situational Awareness and tech sector sell-off. Despite the loss, the firm has generated over $40 billion in trading revenue year-to-date, surpassing its entire 2025 performance.

Business4 sources

Jane Street Suffers $15 Billion Loss as AI Selloff Triggers Hedge Fund Collapse

Business4 sources

Globant Stock Plunges 11% as AI Headwinds Overshadow Surging AI Pods Growth

Globant stock tumbled after reporting Q2 2026 earnings that missed expectations, with adjusted EPS of $1.40 falling short of $1.50 estimates. Despite AI Pods ARR surging 60% sequentially to $52.8 million, the company slashed full-year guidance citing AI headwinds eroding its legacy time-and-materials business, prompting Wedbush to downgrade the stock to Neutral.

Business3 sources

Globant Stock Plunges 11% as AI Headwinds Overshadow Surging AI Pods Growth

Business3 sources

Heartflow stock jumps 16% as AI cardiac diagnostics revenue soars 48% and guidance rises

Heartflow stock surged 16.1% in after-hours trading after the AI-powered diagnostics company posted Q2 revenue of $64.1 million, up 48% year-over-year, crushing Wall Street expectations. The medical technology company raised its full-year 2026 revenue guidance to $246-250 million, signaling strong adoption of its coronary artery disease platform.

Business6 sources

Heartflow stock jumps 16% as AI cardiac diagnostics revenue soars 48% and guidance rises

Business6 sources

OpenAI Fights Back in AI Competition as Revenue Hits $40B, Anthropic Maintains Lead at $47B

The AI competition between OpenAI and Anthropic intensifies as new data reveals OpenAI's annualized revenue exceeds $40 billion with 20% month-over-month growth in July. Despite Anthropic's $47 billion revenue lead and 44% market share among business users, OpenAI is gaining ground through new privacy features and enterprise products.

Business15 sources

OpenAI Fights Back in AI Competition as Revenue Hits $40B, Anthropic Maintains Lead at $47B

Business15 sources

SMIC Posts Record $3B Quarter and Raises Wafer Prices as AI Chip Demand Surges

China's leading foundry SMIC reported its first $3 billion quarter with revenue up 36.1% year-on-year and net profit tripling to $479.2 million. The Chinese chipmaker is raising wafer prices and operating at 93.7% capacity utilization as US sanctions wall off China's AI chip demand from TSMC and Samsung, creating a captive AI market for the only Chinese foundry producing 7nm logic chips.

Business5 sources

SMIC Posts Record $3B Quarter and Raises Wafer Prices as AI Chip Demand Surges

Business5 sources

Applied Materials Posts Record $9.12B Revenue on AI Chip Demand But Stock Falls 5%

Applied Materials reported record third-quarter revenue of $9.12 billion, up 25% from a year earlier, and raised its semiconductor systems growth outlook as AI-driven demand continues to build. The company beat analyst estimates on both earnings and revenue, yet shares fell more than 5% in after-hours trading as investors deemed the results insufficient given elevated expectations.

Business6 sources

Applied Materials Posts Record $9.12B Revenue on AI Chip Demand But Stock Falls 5%

Business6 sources

AMD Launches $4-5 Billion Bond Sale to Accelerate AI and Data-Center Expansion

AMD is raising up to $5 billion through a four-part bond offering to fund AI expansion and data-center growth. The senior unsecured debt matures between 2029 and 2036, with proceeds supporting general corporate purposes including potential debt repayment. This comes as AMD targets over 80% server business growth and aims to capture more than 50% of a $220 billion server CPU market by 2030.

Business3 sources

AMD Launches $4-5 Billion Bond Sale to Accelerate AI and Data-Center Expansion

Business3 sources

Alset AI completes sale of 9.9% stake in Lyken AI Computing to FingerMotion for $500,000

Alset AI has completed the sale of a 9.9% interest in Lyken AI Computing to FingerMotion for 1,674,480 shares valued at $500,000, establishing a roughly $5 million equity valuation for Lyken. Alset retains a 90.1% controlling stake while gaining a Nasdaq-listed strategic investor as Lyken advances its cloud compute infrastructure and enterprise AI opportunities.

Business3 sources

Alset AI completes sale of 9.9% stake in Lyken AI Computing to FingerMotion for $500,000

Business3 sources

Nokia Stock Surges 8.7% as AI Technology Orders Reach 6.3 Times Quarterly Revenue

Nokia stock jumped 8.7% to $10.27 after revealing AI technology orders grew to 6.3 times its AI and Cloud segment revenue, with €2.8 billion in new orders. Bank of America raised its price target to $18.50 while SEB Equities upgraded to Buy, citing strong structural demand for network infrastructure supporting AI data centers.

Business2 sources

Nokia Stock Surges 8.7% as AI Technology Orders Reach 6.3 Times Quarterly Revenue

Business2 sources

Nvidia's AI Moat Shifts to Capital as Big Short Investors Sound Alarm on $3 Trillion Bubble

Nvidia announced $500 billion in AI chip financing and $105 billion support for OpenAI's Ohio data center as its competitive edge shifts from technology to capital deployment. Meanwhile, Michael Burry and Steve Eisman warn of mounting financial risks from off-balance-sheet commitments and dependence on OpenAI and Anthropic.

Business14 sources

Nvidia's AI Moat Shifts to Capital as Big Short Investors Sound Alarm on $3 Trillion Bubble

Business14 sources

IREN Outpaces CoreWeave on Revenue Efficiency, Delivers First Microsoft AI Data Center

IREN topped AI infrastructure providers with $40 million contracted revenue per megawatt, ahead of CoreWeave's $28 million. The company delivered Horizon 1, its first 50-megawatt AI cloud deployment to Microsoft under a five-year, $9.7 billion contract, while earning Nvidia Exemplar Cloud status on GB300 NVL72.

Technology6 sources

IREN Outpaces CoreWeave on Revenue Efficiency, Delivers First Microsoft AI Data Center

Technology6 sources

Nvidia A100 GPUs Defy Depreciation as CoreWeave Signs Contracts Through 2029

CoreWeave has committed to renting Nvidia A100 GPUs through 2029, extending the Ampere-based chip's lifespan to nine years. Power constraints and legacy infrastructure limitations are keeping older AI GPUs profitable, challenging assumptions about rapid hardware deprecation in AI.

Business4 sources

Nvidia A100 GPUs Defy Depreciation as CoreWeave Signs Contracts Through 2029

Business4 sources

Lenovo Posts Record $26.9B Revenue as AI Demand Powers 43% Growth, Shares Hit All-Time High

Lenovo delivered its strongest quarter ever with record revenue of $26.9 billion, up 43% year-over-year, fueled by surging demand for AI computers and servers. The company's AI server pipeline expanded to $54 billion as its Infrastructure Solutions Group nearly doubled revenue. Shares soared to all-time highs following the results.

Business6 sources

Lenovo Posts Record $26.9B Revenue as AI Demand Powers 43% Growth, Shares Hit All-Time High

Business6 sources

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