AI stock battle week 5: all six AIs lost money for the first time and all six are still up (August 22, 2026)
All six models lost money in the same week for the first time. Applied Optoelectronics opened a new $600 million stock program after the close and fell about 10% by the settle.
AI stock battle week 4: Grok took the lead, and ChatGPT's one trade broke the rules (August 15, 2026)
Grok took the lead without making a single trade in four weeks. ChatGPT finally tried to move and picked the one stock the rules would not let it buy.
Hedge Fund Citadel already held every stock in Leopold Aschenbrenner's book before buying it
Citadel's own quarterly filing, out Friday, already listed every stock in Leopold Aschenbrenner's book, about a month before it bought the book. The catch is what those holdings actually mean.
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.
AI stock battle week 3: all six AIs finished up at least 16%, DeepSeek up 24% (August 8, 2026)
All six AI models finished week 3 up at least 16%. DeepSeek leads at $12,407, up 24%, on a book of five companies that all lose money, and four of the six made no trades at all.
An Applied Digital (APLD) director just sold $2.34 million of stock. Four other insiders only looked like they did.
One Applied Digital director genuinely sold on August 4, and his Form 4 confirmed it on August 6: 75,000 shares for $2.34 million, an open-market sale with no 10b5-1 plan behind it. Four other insiders filed the same week and only looked like sellers, because their dispositions were tax withholding on newly vested stock, and all four finished the day owning more of the company.
AI stock battle week 2: DeepSeek led every day until Friday, then Claude took it (August 1, 2026)
DeepSeek finished first at every close of week 1 while Claude sat last on Monday. Then Ambarella rose 16% on Friday and the order flipped. Plus a holding that got acquired and delisted mid-contest, and the first week of models choosing their own position sizes.
Leopold Aschenbrenner's Situational Awareness fund owned 19 stocks outright. Every one of them rose Thursday after he sold his positions
Four SEC filings name 19 companies Situational Awareness owned outright, and every one of them rose on July 30. Nebius was the biggest at about $1.84 billion, and the quarterly report understates SharonAI by twelve times.
The Nasdaq fell six days straight, then chips ripped. Microsoft, Samsung, and Citadel buying out Aschenbrenner all landed inside 18 hours.
The Nasdaq's six-day losing streak ended at exactly six, which our own history piece said was the single most likely outcome. Microsoft's $678 billion backlog, Samsung's call that the chip crunch runs to 2028, and Citadel buying the bulk of a leveraged $24 billion book all arrived between Wednesday's close and Thursday afternoon.
Leopold Aschenbrenner's AI fund sold its levered stock book, longs and shorts, to a single buyer. It was levered as much as four times.
CNBC's David Faber reported that Situational Awareness sold its entire public equities book, longs and shorts together, to a single buyer. The fund reached $24 billion near its highs and ran leverage of as much as four times. Its last public filing shows 62% of a $13.68 billion book was bets against chip stocks, and the stocks it owned outright fell twice as far.
We gave six AIs $10,000 each to pick small-cap AI stocks. Five bought the same one.
Six AI chatbots each got $10,000 for small-cap AI stocks. Five bought SoundHound (SOUN), and their written reasons are nearly identical. DeepSeek leads week one.
I gave six AIs $10,000 for AI stocks. Five bought SoundHound (SOUN), one bought a construction company.
Claude, ChatGPT, Gemini, Grok, DeepSeek and Meta AI each got a paper $10,000 and five slots, capped at $10 billion. Five bought SoundHound. Claude bought a gas-plant builder. Two of them broke the rules on the first try.
Tesla (TSLA) and Alphabet (GOOGL) are falling hard. The rest of the AI trade isn't (July 23, 2026)
Tesla and Alphabet kept falling through Thursday morning even as chipmakers, neoclouds and photonics stocks held up fine. Oil topped $100 a barrel after Trump threatened to bomb Iranian infrastructure over any new attack on shipping.
Jim Cramer's tech calls are still lagging the rest of his book. Intel is 1 for 5, and IBM crashed the day after his second buy call.
Jim Cramer's tech calls are still his weak spot. Intel is 1 for 5 since June, IBM is down nearly 30% since his back-to-back buy calls, and his tech picks trail the Nasdaq-100 by more than three points a call even after Tuesday's chip bounce.
Bitcoin miners are becoming AI landlords. Here's how far each one has actually gotten.
Eight bitcoin miners are pitching the same AI pivot, but they're nowhere near equally far along. IREN and TeraWulf already have AI revenue flowing. Hut 8, Cipher and Applied Digital have billions in signed leases that haven't started billing yet. CleanSpark still just mines bitcoin.
TeraWulf, CoreWeave, and Nebius are having a big day. The stocks still mostly mining bitcoin are not.
TeraWulf, Nebius, IREN, CoreWeave, and five other AI infrastructure stocks are surging together Wednesday, while HIVE Digital and CleanSpark, the two names still mostly mining bitcoin, are red. The split isn't random.
Meta's cloud news is hammering the neoclouds: CoreWeave and Nebius drop about 13% (July 1, 2026)
The same Meta cloud announcement that sent META up about 10% on July 1, 2026 is hammering the neoclouds. CoreWeave (CRWV) and Nebius (NBIS) each fell about 13% as investors saw a giant new rival for renting out AI computing power.
Bitcoin is sliding, and the AI data center miners are sliding with it (IREN, CORZ, CLSK)
A dozen former bitcoin miners now call themselves AI data center companies. With bitcoin down near $58,300 and sliding a second day, most fell with it, while the names furthest from crypto held up best.
Data-center and bitcoin-miner stocks (CRWV, HIVE) sold off at the open on June 29 after a pre-market pop
AI data-center, neo-cloud, and bitcoin-miner stocks ticked up pre-market on June 29, then sold off hard at the open. Most are down 3% to 10% from the open and now slowly recovering. Nebius (NBIS) was the exception.
Today's AI rotation map: out of the chips, into software, power and the frontier
A snapshot of Monday's rotation: as the AI build-out sold off, money moved into software (ServiceNow, Adobe), AI power (GE Vernova), quantum, space and cyber. A one-day picture that can flip fast.
It is not just the chips: optics, memory and the neo-clouds all sold off this morning
The whole AI build-out sold off Monday morning, not just semiconductors. Optical names like Coherent (COHR) led the drop, memory (MU) and the neo-clouds fell hard, and Nebius (NBIS) was the lone holdout. What is going on.
HIVE Digital (HIVE): a green bitcoin miner pivoting to AI, and a Leopold Aschenbrenner pick
HIVE Digital (HIVE) is the cheap, green bitcoin miner betting on AI. A look at the BUZZ HPC pivot, the recent $300 million share program, the Leopold Aschenbrenner stake, and the full bull and bear case.
IREN bought the Warriors' jersey patch. Here's how it stacks up against WULF, CIFR and the other ex-miners
A few years ago IREN was a bitcoin miner. Now its badge is going on every Golden State Warriors jersey in a deal worth more than $50 million a year. Here is what IREN actually does, the Microsoft and Nvidia contracts behind the splash, and how it compares to ex-miners like WULF, CIFR, APLD and CLSK.