Articles by Dennis Singleton
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Jane Street's short in Sivers Semiconductors (SIVEF) is gone from the public list. D.E. Shaw's isn't.
Jane Street's disclosed short position in Sivers Semiconductors (SIVEF) fell back below Sweden's 0.5% threshold on August 5, one day after it was first named. D.E. Shaw's 0.62% short is still public. Total reported short interest is 3.13% of shares.
Anthropic is building AI chips and paying up to $850,000 to teach Claude how to design them.
Anthropic confirmed Wednesday it is building an in-house Custom Silicon team for Claude, the first time it has said so publicly. The job listings pay $320,000 to $485,000 for the chip designers and $500,000 to $850,000 for the researcher teaching Claude to do the design work.
CoreWeave (CRWV) secured priority SSD supply from SK Hynix's Solidigm in a multi-year deal, but key terms weren't disclosed.
CoreWeave announced a multi-year agreement with Solidigm for priority access to enterprise SSD capacity. The release carried no dollar value, no term length and no capacity figure, which is not how CoreWeave's $21 billion Meta agreement read. Enterprise SSD contract prices rose about 80% in the first quarter.
Texas froze new data center grid connections pending an audit of 474 gigawatts in requests. Bernstein says Cipher (CIFR) and CleanSpark (CLSK) are the most exposed.
Governor Greg Abbott ordered the PUCT and ERCOT to audit every data center seeking a grid connection, and new approvals are frozen until it is done. Bernstein says already-approved megawatts just got more valuable, and named Cipher (CIFR), CleanSpark (CLSK) and Core Scientific (CORZ) as the most exposed.
Rigetti (RGTI) and D-Wave (QBTS) report earnings Thursday. Rigetti's last profit was a warrant revaluation.
D-Wave reports Thursday morning and Rigetti Thursday afternoon, with IonQ going first on Wednesday. The Street wants about $4 million of revenue from D-Wave and $5 million from Rigetti, against market caps of $8.1 billion and $5.8 billion.
Sivers Semiconductors (SIVEF) jumped on a US plan to block Chinese transceivers. Sivers supplies the lasers inside them.
SIVE closed up 18.86% in Stockholm and the US line finished at $3.90, up 17.1%. Sivers announced nothing Tuesday. The connection runs through Jabil, which said in April it plans to build a 1.6T transceiver module using Sivers' DFB lasers, with no customer or revenue date disclosed.
Constellation Energy (CEG) reports Thursday with the stock 35% below its 52-week high
Constellation Energy reports second quarter results Thursday morning, with full-year guidance of $11.00 to $12.00 a share affirmed in May. The stock trades about 35% below its October high, and the wider AI power group fell again Tuesday.
Anthropic is paying $10 billion over six years for compute at a Norway data center owned by bitcoin miner Bitdeer (BTDR). The startup reselling it was founded in January.
Anthropic will pay $10 billion over six years for capacity at a hydro-powered Norway campus, Bloomberg reported. Bitdeer signed a separate 16-year, $4.7 billion lease with the seven-month-old startup running the site.
Zebra Technologies (ZBRA) rose 18% on record results. A $73 million tariff refund did most of the margin work.
Zebra beat by $1.99 a share and raised full year guidance. The quarter also carried $73 million of IEEPA tariff recoveries booked into gross profit, and the company guided next quarter's margin nearly 6 points lower.
T1 Energy (TE) jumped 19% on a 641 MW Clearway order. First Solar (FSLR) rose 10% the same day.
T1 Energy closed up 18.7% Monday after signing Clearway for 641 MW of solar modules. Solar stocks rallied across the board behind First Solar's earnings beat.
Palantir (PLTR) grew revenue 93%, raised its full-year forecast by $500 million, and is still a third below its high.
Palantir reported second quarter revenue of $1.935 billion, up 93% from a year earlier, and adjusted earnings of $0.41 a share. It raised full year revenue guidance by about $500 million. Shares were up more than 8% in early after-hours trading.
A drone motor costs $12 from China and $100 from America. The Pentagon just committed $820 million to close the gap.
The Pentagon committed $1.3 billion to drones last week and none of it reached the stocks that rallied. The $820 million loan went to privately held Performance Drone Works, and it was for motors, batteries and control electronics rather than aircraft. The majority of drones on the Pentagon's own approved list still run Chinese motors, because a Chinese one costs $12 and an American one costs $100.
The AI trade rallied Monday. Memory fell as much as 8% at the open even as chip prices kept rising.
Micron (MU) has lost a third of its value since June 25 and SanDisk nearly half. CoreWeave and Vertiv fell about half as far, and Nvidia rose. Memory contract prices never fell. What changed is the rate of increase, which went from 93-98% a quarter to a forecast 13-18%.
EchoStar (ECHO) just reported $24.12 in earnings per share. Almost all of it came from bankruptcy.
EchoStar reported net income of $8.46 billion for the second quarter. About $9.73 billion of it was a non-cash gain booked when DISH DBS filed a prepackaged Chapter 11 on the final day of the quarter.
SoundHound (SOUN) reports Wednesday. Five of our six AI stock pickers own it despite the stock trading near a 52-week low.
SoundHound reports second quarter results Wednesday after the close. Guidance leaves a large second half to cover, gross margin fell to 31% last quarter, and five of the six AI models in our stock contest own the shares.
The options market expects AMD to move $46 after earnings Tuesday. Its last two earnings reports moved even more.
AMD reports second quarter results Tuesday after the close. Analysts expect $1.61 a share on $11.31 billion, and the Aug. 5 straddle prices a 9.7% move. The last two reports moved the stock 17.3% and 18.6%. In February AMD beat on both lines and fell anyway, on guidance.
You cannot buy China's CXMT in the US. You can buy the Roundhill Memory ETF (DRAM), which has $627 million riding on it.
The Roundhill Memory ETF (DRAM) added a $627.5 million CXMT total return swap at a 2.52% weight, five days after CXMT's Shanghai listing. The position is bigger than GigaDevice, and there was no CXMT line in the fund's July 23 file.
Kioxia is the memory chip maker that passed Toyota as Japan's most valuable company, then fell 66%. Here's who owns it
Kioxia is the former Toshiba Memory, and it makes NAND flash and nothing else. Toshiba still holds 15.10% and keeps selling, an SK Hynix (SKHY) vehicle holds 14%, and Sandisk (SNDK) co-owns the factories. What the company makes, who owns it, and how a US investor can reach it.
The new US import ban covers cotton, tomatoes, and the capacitor supply chain behind AI servers
DHS added 43 Chinese companies to the UFLPA Entity List on July 31, 2026. Two of them sit in the aluminum electrolytic capacitor chain, the parts that fill AI server power supplies. Nichicon and Nippon Chemi-Con had already raised prices in June, citing aluminum foil costs.
The US Treasury bought Yen for the first time since 2011, and it paid in Euros (July 31, 2026)
The New York Fed sold Euros to buy Yen for the Treasury on July 31, 2026, after Japan intervened two days running and South Korea sold Dollars to support the Won.
Ondas went from 137 million shares to 496 million in a year. BlackRock and Vanguard bought anyway.
Ondas' share count nearly quadrupled in twelve months. Over the same stretch BlackRock built a 38,129,865 share position, its first 5% filing on the company in an EDGAR history running back to 2015, and Vanguard added 6.8 million shares. The private equity firm that sold DZYNE to Ondas now shows up at 5.7%.
The Pentagon committed $820 million to a drone company you can't buy, and said several more are coming
The Office of Strategic Capital signed a conditional loan commitment of up to $820 million with Performance Drone Works, topping the $725 million it committed to Energy Fuels in June. OSC director David A. Lorch said several more drone component producers will get loan commitments. PDW is private, and the one public company with a stake in it owns less than 1 percent of its own market cap in PDW preferred.
Alibaba (BABA) gave Kimi's maker 20,000 Nvidia (NVDA) chips. The White House says it trained on banned ones in Thailand.
Bloomberg reported Friday that Moonshot AI runs Kimi on about 20,000 Nvidia chips rented from Alibaba, its own 36% shareholder. Alibaba is cleared to buy 75,000 H200s and has taken almost none of them, so the contracted fleet is old stock. What K3 actually trained on is a separate question, and White House science director Michael Kratsios has already given his answer.
Quanta (PWR) raised guidance and rose 17.3%. Sterling Infrastructure (STRL) reported nothing and rose 17.4%
Quanta Services reported record second quarter revenue of $9.56 billion and a $53.4 billion backlog, and raised full-year guidance across every metric. Sterling Infrastructure, which has not reported, rose slightly more.