The Trillion-Dollar AI Capex Gap: Why Too Much Hardware Could Be Nvidia’s Trap and Microsoft’s Opportunity
The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to support it.
Earnings Surprise: 9 Biggest EPS Beats from Yesterday’s Calls
Corporate earnings have emerged as one of the biggest forces driving US markets in 2026, and the second-quarter reporting season is providing a revealing look at whether companies can sustain that momentum...
Hedge Funds
News & Analysis
Top Fund Managers
Best Performing Funds
Featured Content
Insider Trading
News & Analysis
Latest Insider Purchases
Horizon bought 1 Texas Pacific Land Corp shares at $377.85
Kesslen bought 1,000 Renn Fund Inc. shares at $2.87
Hrt bought 15,329 Founder Group Ltd shares at $0.38
Genner bought 9,394 T Stamp Inc shares at $3.04
Genner bought 606 T Stamp Inc shares at $2.55
Latest Insider Sales
Brass sold 100 Bristow Group Inc. shares at $47.05
Brass sold 1,890 Bristow Group Inc. shares at $46.56
Hrt sold 32,556 Maison Solutions Inc. shares at $1.84
Fluhler sold 4,080 First Merchants Corp shares at $43.20
Featured Content
Do not Miss
Jim Cramer Raves About Airbnb As the Travel Giant Becomes an AI-Powered Play
During the August 18 episode of Mad Money, Jim Cramer turned his attention toward the resilience of the American consumer and the solid trajectory of travel platforms.
Applied Industrial's (AIT) Record Quarter Reignites The Growth Story
On August 13, Applied Industrial Technologies (NYSE:AIT) held its fiscal fourth-quarter earnings call, and the numbers surprised even the company's own leadership.
Why Jim Cramer Is Bullish on Cadence Design (CDNS) Despite AI Disruption Worries
Okay, right now, except for today, we have an incredible bull market in semiconductors and semiconductor capital equipment.
EchoStar’s $8.5B Profit Surge Meets AT&T’s Wireless Juggernaut
High capital expenditure demands and persistently high interest rates are putting strain on telecom balance sheets and industry participants have divided into two different frameworks.
Broadcom's (AVGO) Massive New Debt Deal Points To Where AI Is Headed
On August 20, Broadcom (NASDAQ:AVGO) was reported by Bloomberg News to be negotiating more than $60 billion in fresh debt to fund an AI chip financing arrangement that benefits Anthropic and other customers...
Nebius (NBIS) Raises $5B Convertible Bond As AI Compute Demand Surges
On August 20, Nebius Group (NASDAQ:NBIS) confirmed what had already rattled its stock a day earlier: a $5 billion convertible bond offering that ranks among the largest in recent corporate history.
Alibaba's (BABA) AI Bet Crushes Profit While Cloud Revenue Soars
On August 20, Alibaba Group (NYSE:BABA) reported that quarterly net profit had fallen 75% from a year earlier, even as revenue for the April to June period climbed 9%.
Micron (MU) Just Made a $10B Bet on Its Future
On August 20, Micron Technology (NASDAQ:MU) said it will spend $10 billion over the next decade on a new research lab in Boise, Idaho, dedicated to advancing memory technology and compute systems.
A China Chip Denial Lands Before Nvidia's (NVDA) Big Week
On August 20, Nvidia Corp. (NASDAQ:NVDA) denied a report by The Information claiming it planned small-batch shipments of a China-tailored LPU AI chip by year-end.
Aristotle Value Equity Fund’s Q2 2026 Investor Letter
Aristotle Capital Management, LLC, an investment management company, released its "Value Equity Fund" Q2 2026 investor letter.
Riot Platforms (RIOT) & CleanSpark (CLSK): Bitcoin Miners are Becoming AI Landlords. Riot Just Signed a $9 Billion Lease to Prove It
Riot Platforms, Inc. (NASDAQ:RIOT) struck a $9.1 billion, 20-year computing deal with Anthropic this week, leasing 191 megawatts of power at its Rockdale, Texas campus.
CrowdStrike Holdings (CRWD) & Palo Alto Networks (PANW): Cybersecurity Stocks Hit Record Highs After a Conference Made AI's Dark Side Clear
On August 10, 2026, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Palo Alto Networks, Inc.
Trump Media & Technology Group Corp. (DJT)'s Loss Widened to $238 Million. Its New Data Feed Is Already Making Money
On August 10, Trump Media & Technology Group Corp. (NASDAQ:DJT) reported a second-quarter net loss of $238.1 million, up sharply from about $20 million a year earlier.
The Walt Disney Company (DIS)'s CEO Says Parks Were a "Big Surprise." Comcast Corporation (CMCSA) Just Ended a Three-Month Football Blackout
On August 14, 2026, The Walt Disney Company (NYSE:DIS) CEO Josh D'Amaro, in his first CNBC interview since succeeding Bob Iger in March 2026, told "Squawk on the Street" that the company's parks division...
NVIDIA Corporation (NVDA)'s Space Exploration Technologies (SPCX) Stake Traces Back to a Wild $1.25 Trillion Deal. Here's How It Happened
On August 14, 2026, NVIDIA Corporation (NASDAQ:NVDA) disclosed that its Space Exploration Technologies Corp. (NASDAQ:SPCX) stake was worth about $21 billion at the end of the second quarter.
Applied Materials (AMAT) Beat Estimates and Investors Sold Anyway. Lam Research Corporation (LRCX) Didn't Have That Problem
On August 13, 2026, Applied Materials, Inc.
Workday (WDAY) Just Had its Best Trading Day in a Decade. Here's Why Silver Lake Wants In
On August 13, 2026, Workday, Inc. (NASDAQ:WDAY) shares jumped nearly 18%, their best single-day performance in 10 years.
Lenovo Group Limited (LNVGY) and Intel Corporation (INTC) are Both Riding the AI Hardware Boom. One Just Posted a Loss Anyway
On August 13, 2026, The Wall Street Journal reported that Lenovo Group Limited (OTC:LNVGY)'s first-quarter revenue jumped 43% year over year to $26.94 billion on AI hardware demand.
AT&T (T) Says It's Not Scared of the "Token Apocalypse." NVIDIA Corporation (NVDA)’s CEO Is Cheering the Same Trend
Switching from closed, proprietary models to open ones cut AT&T Inc. (NYSE:T)'s costs by 80% to 90% in certain applications.
Apple Inc. (AAPL) Wants to Pay Publishers to Fix Siri. What’s the Catch?
On August 12, 2026, the Wall Street Journal reported that Apple Inc.
Can Abbott Laboratories (ABT)’s Instinct Sensor Give MiniMed Group (MMED) a Competitive Edge?
Two healthcare innovators, MiniMed Group, Inc. (NASDAQ:MMED) and Abbott Laboratories (NYSE:ABT), hit the spotlight this August with a milestone partnership.
Is AerCap Holdings N.V. (AER) a Better Aviation Investment Than The Boeing Company (BA)?
AerCap Holdings N.V. (NYSE:AER) announced the delivery of its tenth Boeing 787 aircraft on lease to Grupo Aeromexico.
Can Trane Technologies plc (TT) and Eaton Corporation, PLC (ETN) Become Major Winners from the AI Data Center Boom?
Trane Technologies plc (NYSE:TT) and Eaton Corporation, PLC (NYSE:ETN) announced a strategic collaboration on August 17, combining advanced thermal management and electrical system architectures to accelerate...
Oracle Corporation (ORCL) vs. Amazon.com (AMZN): Which AI Infrastructure Giant Is Better Positioned for Long-Term Growth?
On August 13, Oracle Corporation (NYSE:ORCL) and Amazon.com, Inc. (NASDAQ:AMZN)'s Web Services announced a major expansion of their strategic collaboration.
Are Phillips 66 (PSX) and Marathon Petroleum Corporation (MPC) Still Attractive After the $180 Billion Deal Collapse?
Reports surfaced on August 14that refining giants Phillips 66 (NYSE:PSX) and Marathon Petroleum Corporation (NYSE:MPC) held preliminary talks earlier this year regarding a potential $180 billion mega-...
Could Emerson Electric (EMR) Stock Win as Investors Look Beyond BP p.l.c. (BP)’s Energy Cash Flow?
Emerson Electric Co. (NYSE:EMR) and BP p.l.c.
Could argenx SE (ARGX)’s Global Scale Give it an Edge Over Zai Lab Limited American Depositary Shares (ZLAB)?
Zai Lab Limited American Depositary Shares (NASDAQ:ZLAB) and argenx SE (NASDAQ:ARGX) announced positive topline results on August 17 from their Phase 3 ALKIVIA study evaluating VYVGART Hytrulo in adults...
Could L3Harris Technologies (LHX)’a Stability Outweigh Intuitive Machines. (LUNR)’s Explosive Growth?
On August 4, when Intuitive Machines, Inc. (NASDAQ:LUNR) was selected by L3Harris Technologies, Inc.
Does NVIDIA Corporation (NVDA)’s AI Dominance Leave Any Room for International Business (IBM) to Catch Up?
On August 11, International Business Machines Corporation (NYSE:IBM) announced a multi-year $240 million agreement with Together AI to deploy a massive cluster of NVIDIA HGX B300 systems on IBM Cloud.
Can Merck & Company (MRK)’s Stake in Evaxion A/S (EVAX) Validate the Potential of AI-Driven Vaccine Discovery?
In a regulatory filing on August 10, pharmaceutical titan Merck & Company, Inc. (NYSE:MRK) disclosed holding 1,214,126 shares of micro-cap AI immunology firm Evaxion A/S (NASDAQ:EVAX).
Warren Buffett’s Empire Just Made a Massive AI Bet Nobody Saw Coming
Berkshire Hathaway disclosed on August 14 that it increased its stake in Alphabet Inc. (NASDAQ:GOOGL) by 83% during the second quarter to nearly 106 million shares worth about $37.8 billion.
AMD Just Split Two of Wall Street’s Biggest Contrarian Investors
ARK Invest sold 25,917 Advanced Micro Devices, Inc. (NASDAQ:AMD) shares across four ETFs on August 17 while simultaneously adding Nvidia across five funds.
Hedge Fund Resource Center Lists
11 Largest Uranium Producing Countries in the World
5 Largest Uranium Producing Countries in the World
12 Cheapest Cigarette Brands in 2026
5 Cheapest Cigarette Brands in 2026
12 Best Cheap Colognes for Men That Smell Amazing
12 Fastest Declining Economies in the World in 2026
5 Fastest Declining Economies in the World in 2026
10 Most Popular Stocks on Robinhood in 2026
9 Undervalued Chemical Stocks to Buy According to Hedge Funds
7 Most Promising Psychedelic Stocks According to Hedge Funds
7 Cheap Pharmaceutical Stocks to Buy According to Hedge Funds
15 Innovative Healthcare Stocks to Buy According to Analysts
9 High Growth Small Cap Stocks That Are Profitable
20 Most Profitable Stocks of the Last 20 Years
15 High Growth Mid-Cap Stocks to Buy
Top 10 Oncology Stocks to Buy Now
10 Best Investments During A Recession
7 Best Rare Earth Stocks to Buy According to Hedge Funds
Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending
New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)
J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum
11 Best Cancer Stocks to Buy Right Now
40 Most Unfriendly Countries in the World
30 Unhappiest Countries in the World in 2025
Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut
5 Countries with the Most Beautiful Women in the World
20 Countries with the Most Beautiful Women in the World
20 US Cities with the Highest Homeless Population Per Capita
20 Countries with the Highest Homeless Population
12 Countries with the Highest Bond Yields in the World
20 Countries with the Most Battle Tanks in the World
12 Best Nasdaq Stocks Under $20 to Buy Now
10 Best Low Beta Tech Stocks to Buy According to Analysts
10 Worst Performing Currencies of 2024
15 States with the Best Weed in America
16 Countries with the Largest Proven Oil Reserves in the World
16 Highest Quality Chocolate Brands in the US
20 Countries with the Strongest Armies in the World
Top 13 English Speaking Countries in Asia
20 States with Highest Female to Male Ratio in the US
20 States with the Lowest Life Expectancy in the US
25 Cities with the Highest Homeless Population in the World
20 Countries With The Best English Accent in The World
30 Cities with the Highest Weed Consumption in the US
25 Countries with the Highest Alcohol Consumption per Capita
10 Best Gold Stocks Under $30
10 Best Genomics Stocks To Buy Right Now
