https://aistockwire.com/blog/cerebras-cbrs-13f-first-hedge-fund-holders-august-2026 AIStockWire en 2026-08-19T18:49:55.627Z Cerebras showed up in 16 hedge fund filings at once, worth $4.6 billion. Insiders just filed to sell $49 million in stock. https://aistockwire.com/blog/marvell-mrvl-google-warrant-12-2-billion-ai-chip-deal-august-2026 AIStockWire en 2026-08-19T16:33:45.378Z Marvell (MRVL) jumps 13% after giving Google a warrant worth up to $12.2 billion in new AI chip deal https://aistockwire.com/blog/nebius-nbis-4-5-billion-convertible-notes-stock-drops-august-19-2026 AIStockWire en 2026-08-19T15:45:11.664Z Nebius (NBIS) is selling $4.5 billion of convertible notes, and the stock dropped about 9% on the news https://aistockwire.com/blog/samsung-shareholder-buyback-demand-45-trillion-won-august-2026 AIStockWire en 2026-08-19T15:32:17.002Z Samsung shareholders want a $32.5 billion buyback, and they're moving to force a vote on it. SK Hynix just committed $28.6 billion to the same idea. https://aistockwire.com/blog/ai-bubble-data-center-demand-commitment-gap-august-19-2026 AIStockWire en 2026-08-19T14:54:10.451Z Four states now publish how much announced data center demand they actually expect. All four throw out most of it. https://aistockwire.com/blog/sk-hynix-40-trillion-won-buyback-cancellation-august-2026 AIStockWire en 2026-08-19T14:38:24.045Z SK Hynix will buy back 40 trillion won of stock and cancel all of it. The board voted hours after the shares fell 9.75%. https://aistockwire.com/blog/pennsylvania-data-center-local-approval-shapiro-executive-order-august-18-2026 AIStockWire en 2026-08-19T01:30:24.655Z Pennsylvania will not permit a data center until the town says yes. The state has fully permitted five of more than 100 proposed projects. https://aistockwire.com/blog/amd-cso-paul-grasby-insider-selling-77-million-august-2026 AIStockWire en 2026-08-18T22:48:54.278Z AMD insider sells $7.7 million near the stock's peak, but there's more to the story https://aistockwire.com/blog/whitefiber-wyfi-250-million-convertible-notes-dilution-august-18-2026 AIStockWire en 2026-08-18T22:31:01.168Z WhiteFiber is selling $250 million more in convertible debt, and warns it will still need more. WYFI fell 30%. https://aistockwire.com/blog/michael-burry-etched-nvidia-competition-sohu-chip-august-2026 AIStockWire en 2026-08-18T22:00:11.738Z Michael Burry says Etched is 'serious competition' for Nvidia. The catch is what its chip can't run. https://aistockwire.com/blog/ai-inference-custom-silicon-stocks-nvda-avgo-mrvl-amd AIStockWire en 2026-08-18T20:03:18.965Z For the first time, more money is going into running AI than building it. What that means for Nvidia (NVDA), Broadcom (AVGO), Marvell (MRVL) and AMD https://aistockwire.com/blog/sk-hynix-hbm4-nvidia-price-estimate-samsung-august-2026 AIStockWire en 2026-08-18T19:13:38.751Z SK Hynix’s (SKHY) HBM4 may cost Nvidia (NVDA) nearly twice as much as HBM3E. Samsung wants the same deal. https://aistockwire.com/blog/spacex-spcx-13f-twenty-hedge-funds-35-billion-august-2026 AIStockWire en 2026-08-18T17:58:21.534Z Twenty hedge funds disclosed $35 billion of SpaceX (SPCX). D1 Capital put 62% of its portfolio into it https://aistockwire.com/blog/kospi-record-high-reversal-samsung-sk-hynix-august-2026 AIStockWire en 2026-08-18T17:35:25.848Z Foreigners drove the Kospi to a record high on Samsung and SK Hynix. Local institutions sold the whole gain the same day. https://aistockwire.com/blog/nokia-nok-mainland-china-exit-site-closures AIStockWire en 2026-08-18T16:13:14.275Z Nokia (NOK) is cutting 1,600 jobs and closing its main China R&D hub, with reports of a near-total mainland exit by year end https://aistockwire.com/blog/aschenbrenner-situational-awareness-q2-13f-sandisk-micron-august-2026 AIStockWire en 2026-08-18T15:29:19.486Z Leopold Aschenbrenner's latest filing shows he closed 13 of his 16 options positions and moved more than half his fund into SanDisk and Micron https://aistockwire.com/blog/claude-ai-agentic-trading-week-9-indi-stopped-out-nvts-gap AIStockWire en 2026-08-18T14:48:35.683Z I let Claude AI trade $100 on Robinhood week 9: it wrote down why indie Semiconductor (INDI) was a bad buy, then bought it https://aistockwire.com/blog/berkshire-hathaway-alphabet-googl-doubled-q2-13f-august-2026 AIStockWire en 2026-08-18T14:27:32.266Z Warren Buffett's Berkshire nearly doubled its Alphabet (GOOGL) stake, now bigger than Coca-Cola https://aistockwire.com/blog/ai-networking-optics-stocks-anet-avgo-cohr-alab AIStockWire en 2026-08-18T00:35:12.894Z An AI model trains across 100,000 chips that all have to talk at once. The stocks that wire them: Arista (ANET), Broadcom (AVGO), Coherent (COHR) and Astera Labs (ALAB) https://aistockwire.com/blog/keel-insider-buying-ceo-coo-bought-stock-august-2026 AIStockWire en 2026-08-17T23:32:00.718Z KEEL's CEO and COO just bought $296,000 of stock after an ugly quarter https://aistockwire.com/blog/datadog-ddog-directors-sold-20-million-insider-selling-august-2026 AIStockWire en 2026-08-17T21:56:03.158Z Two Datadog (DDOG) directors sold $20 million of stock on the same day