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Nebius (NBIS) soars 27% as explosive AI demand burns Michael Burry's short
Nebius grew Q2 revenue 454% to $582 million, swung to a profit, and jumped about 27% as CEO Arkady Volozh said AI demand keeps growing exponentially. The whole data center trade rallied, and Michael Burry's fresh short went underwater.
Leopold Aschenbrenner quietly built a $2 billion stake in Japan's Taiyo Yuden (TYOYY) but ended up selling most of it
Situational Awareness, Leopold Aschenbrenner's AI fund, quietly built a stake in Japan's Taiyo Yuden (TYOYY) that peaked at 16.61% on July 22, then cut it to 4.41% by Aug. 3 as margin calls forced sales. Taiyo Yuden makes the MLCC capacitors AI servers can't run without, up to 28,000 per server. Nine reports filed Aug. 12 revealed the round trip.
CoreWeave (CRWV) crushed earnings and Cramer's IREN call aged well. Then Nebius (NBIS) crushed it too.
CoreWeave crushed its quarter and jumped about 15% after hours, five days after Jim Cramer told a caller to buy CRWV over IREN and called it cheaper and better. The backlog hit $104 billion. Nebius (NBIS) reports Wednesday morning, and it's the next test for the whole neocloud trade.
Lumentum beat estimates and raised its outlook after a pre-earnings selloff. Coherent reports next (COHR, LITE).
Lumentum beat on revenue and earnings for its fiscal fourth quarter and guided the next quarter well above Wall Street, capping a run that had sold off into the print. Coherent reports Wednesday into the same AI optics demand.
HubSpot (HUBS) just had its worst day ever. Its newest director bought $200,000 of the stock days later.
Jerry Dischler joined HubSpot's (HUBS) board on August 5, a day before the stock fell 19 percent. On August 10 he bought 925 shares in the open market for $199,735, nearly doubling his personal stake.
Congressman Tony Wied sold up to $250,000 worth of AMD stock and loaded up on software stocks
Wisconsin Rep. Tony Wied sold up to $250,000 of AMD on June 3, then bought Adobe (ADBE), Salesforce (CRM), ServiceNow, HubSpot and The Trade Desk six days later. His February filing showed the same move out of chips and into software.
Samsung catches SK Hynix on HBM4 as 2027 forecasts flip the race
Samsung has lifted its HBM4 yield to about 80% in six months, level with SK Hynix. For the first time, UBS and KB Securities expect Samsung to pass SK Hynix in high-bandwidth memory in 2027, turning a technology race into a contest over who can supply Nvidia at scale.
President Donald Trump bought Snowflake (SNOW) before it doubled. The filing tells a different story.
President Trump's disclosure shows three Snowflake (SNOW) trades in 17 days: a buy, a sell, and a buy. Walking the full record, rather than a single-line alert, shows why the round trip points to an automated model, not an insider bet.
I let Claude AI trade $100 on Robinhood week 8: its first winning trade was worth $1.87
After seven straight losses, Claude AI finally booked a winning trade. It sold most of a SoundHound (SOUN) position into a rally for one dollar and eighty-seven cents, then bought a quiet chip stock, Navitas (NVTS), on its own read. The account is still down about 32%.
Samsung carried the Kospi on Tuesday on growth beyond memory. It rose 4.13% while SK Hynix stayed flat.
Samsung Electronics rose 4.13% on Tuesday and carried the Kospi higher while SK Hynix barely moved. Strong August chip exports lifted both, but Samsung has a foundry business and a new robot unit that give investors a reason to own it beyond memory.
Ten Viasat (VSAT) insiders sold $54.8 million in a year. None bought stock on the open market.
A year of Viasat Forms 4 shows ten insiders selling 1,113,241 shares for $54.8 million, and not a single open-market purchase on the other side of the ledger.
Sinclair (SBGI) got the FCC ownership cap repeal it wanted. Two sessions later, a founding-family director filed to sell $10 million.
Sinclair director Robert E. Smith filed to sell 700,000 shares worth $10.09 million, stock the notice traces to the June 1995 IPO. His last sale priced in the high $38s.
Riot Platforms (RIOT) postponed its earnings call. Six days later it announced a $9.1 billion AI lease
Riot pulled its August 5 call with no reason and no date, and the stock got punished for it. The rescheduled call landed a 20-year, 191 MW Rockdale lease with an unnamed frontier AI lab worth $9.1 billion, on interconnection Texas already approved before it froze the queue.
Bitdeer (BTDR) filed to sell up to $1 billion of stock six days after its $4.7 billion Norway lease. Its remaining cost to finish the site is $500 million.
Bitdeer registered up to $1 billion of Class A shares on Monday, six days after announcing a 16-year, $4.7 billion colocation lease at Tydal. The tenant can walk at 10 years with no fee.
Meta (META) is giving $1 billion to its data center towns. Its capex budget this year runs to $145 billion.
Zuckerberg announced the Future Is For Everyone Fund inside his superintelligence essay on Monday. Meta put the size at $1 billion, against 2026 capex guidance of $130 billion to $145 billion.
Two drone stocks announced NFL deals over one weekend. Ondas (ONDS) got hired. Red Cat (RCAT) bought signage.
Ondas (ONDS) subsidiary Sentrycs will run counter-drone security for the Jacksonville Jaguars. Red Cat (RCAT) signed a Washington Commanders sponsorship. One deal pays the company, the other costs it.
Kratos (KTOS), AeroVironment (AVAV) and Ondas (ONDS) jumped at least 16% in two weeks. All three are still down this year.
Lockheed Martin, Palantir and Kratos all beat estimates and raised guidance inside twelve days, and every drone maker we track gained at least 16% over the two weeks. Kratos and AeroVironment are still the worst performers in the group for 2026.
Meta backed Texas's data center audit. Its $10 billion El Paso project sits outside the grid Abbott froze.
Governor Abbott's office said Meta will comply with the state's data center standards. Meta's largest Texas campus is not on the ERCOT grid, and the Texas Tribune reported the same day that its Fort Worth and El Paso abatements ran through Delaware shell companies. CleanSpark, whose entire 885 MW Texas portfolio is inside ERCOT, backed the audit on its own.
Kioxia spent its entire $5 billion buyback in six trading sessions
Kioxia had until October 30 to spend $5.0 billion buying its own stock. It finished on August 10, six sessions in, at an average of 49,586 yen ($312 USD) a share. Toshiba sold into day one and lost the largest shareholder spot. What the pace and the September guide say for SanDisk (SNDK) and Micron (MU).
SK Hynix's Solidigm would be the fourth listed company in one SK chain. Korea's new rule has a 10% hole.
If SK Hynix's Solidigm lists on the Nasdaq, four listed SK companies would sit in a single line of control. Korea's new duplicate listing rule exempts subsidiaries that are under 10% of the parent, and Solidigm is under it on all three tests.
Intel (INTC) is selling $15 billion of new stock. The US government paid $20.47 a share last August
Intel filed a preliminary prospectus on August 10, 2026 to sell $15 billion of common stock, with the price still unset. Here is the dilution math, and what the government, SoftBank and Nvidia paid for the same stock in the low $20s.
13 of Jim Cramer's last 15 tech calls beat the Nasdaq. The stocks he told people to avoid did even better.
I built a page to track how wrong Jim Cramer is. Right now 13 of his last 15 tech calls are beating the Nasdaq, and the stocks he waved people off are doing better than the ones he liked.
Korea's Kosdaq just rallied 29%. It's still below where it started 30 years ago.
The Kosdaq is up about 29% in seven sessions and back over 800. It opened in 1996 at a base that now reads 1,000, and the market has grown about 66 times bigger since without the index following.
The biggest stocks under $10, and why a low share price means almost nothing
93 US-listed stocks trade under $10 with a $1 billion market cap and real volume behind them. The two biggest are banks worth about $90 billion each, and the band below them holds most of the AI and drone names retail traders follow.