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On Aug. 11, 2026, crude climbed amid Middle East tensions while tech stocks struggled despite a major AI infrastructure financing push.

Mounting order book of $104 billion shows strong demand for cloud computing despite infrastructure challenges and AI-bubble fears.

Moby summary of Harvard Bioscience, Inc.'s Q2 2026 earnings call

Moby summary of Flowco Holdings Inc.'s Q2 2026 earnings call

Moby summary of Electrovaya Inc.'s Q3 2026 earnings call

Moby summary of Aramark's Q3 2026 earnings call

Michael Burry is short Nebius Group N.V. (NASDAQ:NBIS) at $211.77, describing his latest bearish bets as “a bit like shooting fish in a barrel.” The Big Short investor disclosed the trade on his Substack last week alongside a short on...

The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late.

CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates.

AI cloud company CoreWeave edged past Wall Street estimates for quarterly ‌revenue on Tuesday, driven by strong ‌demand for its computing services that power AI systems. So-called neoclouds such as CoreWeave ‌and peer Nebius, ⁠which offer hardware and cloud capacity to other technology companies, have seen ⁠demand skyrocket as a result of relentless enterprise spending on AI. CoreWeave, whose close ties with ​Nvidia have ​made it a key ​supplier of Nvidia's ‌AI chips, has attracted several high-profile customers so far this year.

Super Micro Computer on Tuesday forecast fiscal ‌2027 revenue above Wall Street ‌expectations, betting that strong demand for its ​AI-optimized servers would fuel another year of growth. Shares of the company rose 9% in extended trading ‌following the ⁠results. The server maker has been a winner in the ⁠race to equip data centers for generative AI, leveraging its close ​relationships with ​chipmakers and ​its reputation for ‌speed-to-market.

Honeywell's CFO took the stage at a high-profile Deutsche Bank summit this morning, and within 75 minutes the stock was in freefall. One comment about future earnings targets appears to have lit the fuse.

GitLab, UiPath, and Asana have similar setups that could lead to big post-earnings jumps.

Moby summary of The Middleby Corporation's Q2 2026 earnings call

Moby summary of Janus International Group, Inc.'s Q2 2026 earnings call

Upwork's second-quarter report has increased concerns about the company's future.

Moby summary of Imunon, Inc.'s Q2 2026 earnings call

Polymarket now prices real odds of a September rate hike, and that puts millions of investors holding the most popular dividend ETF in a position their fund was never designed to handle. Fidelity quietly built something for exactly this moment.

CoreWeave (CRWV) is set to report quarterly earnings this week. Yahoo Finance Senior Reporter Brooke DiPalma discusses more in the video above.

In the great “open” versus “closed” debate sweeping Silicon Valley, Nvidia has emerged as among the strongest supporters of open artificial intelligence. The chip giant continued down that path on Tuesday, with the release of a new open model called Nemotron 3.5 Lightning. Kari Briski, Nvidia’s vice president of generative AI software for enterprise, told the Wall Street Journal Leadership Institute that Lightning contains the knowledge of more powerful models, but is packaged into a much smaller size.

Chipotle shares have cratered more than 26% below where analysts think they should be trading, yet nearly every Wall Street voice covering the stock refuses to walk away. Whether that conviction holds up against mounting cost pressures and a skittish consumer is the real question.

Cisco and Coherent both report earnings the same afternoon, putting two very different AI networking bets head to head. One carries a 93% crowd-backed beat probability while the other just shed 14% in a single session, and only one belongs in a retirement portfolio.

IBM and startup Together AI have signed a $240 million multi-year ‌agreement to build a large-scale artificial intelligence ‌cluster on IBM Cloud using Nvidia systems, the companies ​said on Tuesday. The cluster will provide inference for open-source AI models, which have gained traction as businesses seek to rein in AI costs ‌and weigh concerns ⁠about cybersecurity incidents involving models from Anthropic, OpenAI and Meta. Inference, the process ⁠of running trained AI models to generate responses, has become one of the largest drivers ​of ​demand for computing capacity, ​prompting cloud providers ‌and chipmakers to spend billions of dollars expanding AI infrastructure.

Wall Street analysts are reshuffling their bets ahead of a critical inflation report, with major calls hitting Airbnb, AppLovin, Boeing, Spotify, and a handful of others that could move your portfolio before the week is out.

Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.

U. S. stock futures traded close to unchanged on Tuesday as investors monitored renewed Middle East tensions, higher oil prices and developments across the artificial intelligence sector ahead of key inflation data later this week.

The Fed chair and his Federal Open Market Committee (FOMC) colleagues can influence lending rates without formally changing the federal funds target rate.

CoreWeave earnings are expected to show another quarter of triple-digit sales growth as the AI cloud company spends billions on data centers and inches toward profitability.

Nvidia is becoming the "banker of choice to the AI ecosystem" as it seals $500 billion commitments from Wall Street giants. Meanwhile, Intel is looking at its first share sale since the 1970s. Bloomberg's reporters and market watchers make sense of the multibillion-dollar figures, with one noting the capital raise could be a "double-edged" sword for Nvidia.

Nvidia announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to funnel $500 billion towards the buildout of AI infrastructure over time.