Cerebras Stock (CBRS) Falls as Earnings Highlight $25.4 Billion Backlog and Capacity Challenge

Cerebras Systems, Inc. gave up all of its earlier gains after earnings. Shares ended the regular session 11.6% higher at $262.06, but slid to about $229.89 in after-hours trading. This price level was approximately 2% under Tuesday’s implied close.

12 August 2026

Coherent Stock (COHR) Erases an 8% Rally After Earnings as AI-Optics Bar Rises

Coherent Corp. shares reversed sharply after Wednesday's close. The photonics maker fell 7.2% to $330 in preliminary after-hours trading. That nearly erased an 8.2% regular-session rally.

12 August 2026

Artificial Intelligence·Earnings·NYSE:COHR·Semiconductors·Stock Market·Technology

Cisco stock (CSCO) under pressure as AI revenue goal lifted to $7.5 billion, raising margin concerns

Cisco Systems, Inc. increased its fiscal 2027 AI revenue forecast to $7.5 billion following a quarterly earnings beat. Shares climbed 3.2% in Wednesday's regular trading ahead of the announcement.

12 August 2026

Artificial Intelligence·Earnings·NASDAQ:CSCO·Stock Market·Technology

Sandisk stock (SNDK) surges 8% as company showcases quicker AI flash technology ahead of Investor Day

Shares of Sandisk Corporation rose 8.3% on Wednesday following the launch of new high-speed flash memory targeted for AI infrastructure. At 13:50 EDT, the stock was trading at $1,376.63, significantly outperforming the overall market.

12 August 2026

Artificial Intelligence·NASDAQ:SNDK·Semiconductors·Stock Market·Technology

Teradyne Stock (TER) Jumps 6% as AI Testing Supports a 21% Guidance Beat

Teradyne, Inc. shares jumped 6.39% to $403.81 on Wednesday. The semiconductor-test specialist traded between $393.16 and $408.55 by 13:08 EDT. That placed it among the session's stronger large-cap technology performers.

12 August 2026

Artificial Intelligence·Earnings·NASDAQ:TER·Semiconductors·Stock Market

Micron Stock (MU) Jumps 6% as AI Rally Adds $63 Billion in Market Value

Micron Technology Inc. shares jumped 6.45% to $924.50 during Wednesday trading. The move outpaced a 3.1% rise in the Philadelphia semiconductor index as AI infrastructure earnings lifted chip stocks.

12 August 2026

Artificial Intelligence·NASDAQ:MU·Stock Market·Technology

Keel Infrastructure Stock (KEEL) Jumps as $819 Million Liquidity Buys Time for AI Leases

Keel Infrastructure Corp. shares rose about 9.6% to $3.60 in Wednesday trading. Investors were weighing a larger liquidity pool against another sharp earnings decline. The stock remained near the middle of its 52-week range.

12 August 2026

Artificial Intelligence·NASDAQ:KEEL·Stock Market

Alphabet Stock (GOOGL) Drops With Pixel 11 Launch Spotlighting $100 Price Increase as AI Subscription Probe

Shares of Alphabet Inc. fell on Wednesday after Google announced its Pixel 11 smartphone series. The entry-level model is priced at $900, representing a $100 increase over the previous year. At 12:23 EDT, Alphabet’s stock was down 0.57% at $341.84.

12 August 2026

Artificial Intelligence·NASDAQ:GOOGL·Stock Market·Technology

Nokia stock (NOK) surges 8% as AI orders soar to 6.3 times quarterly revenue

Nokia Corporation gained 8.1% to approximately $10.20 in early premarket activity. The advance continued Tuesday's rebound, offsetting losses from last week.

12 August 2026

Artificial Intelligence·NYSE:NOK·Stock Market

Riot Platforms (RIOT) Rises as $9.1 Billion AI Deal Sets Higher Benchmark for Delivery

Shares of Riot Platforms, Inc. rose on Tuesday following its signing of a record data-center lease. The 20-year deal secures 191 megawatts in Rockdale, Texas. Riot projects base revenue of $9.1 billion.

12 August 2026

Artificial Intelligence·NASDAQ:RIOT·Stock Market·Technology

Cisco shares fall after earnings highlight $3.7 billion AI order surge

Cisco Systems, Inc. dropped 1.75% to $120.43 on Tuesday. Traders anticipate a much bigger shift after earnings on Wednesday. Options are pricing in an approximate 7% move by Friday, equating to around $33 billion based on Cisco’s $474.67 billion market capitalization.

12 August 2026

Artificial Intelligence·Earnings·NASDAQ:CSCO·Stock Market·Technology

Nvidia (NVDA) lays out $500 billion finance plan to address AI affordability

NVIDIA Corporation has partnered with six major financial institutions to raise over $500 billion for artificial-intelligence infrastructure. The initiative aims to convert demand for its computing platforms into projects suitable for financing.

11 August 2026

Artificial Intelligence·NASDAQ:NVDA·Stock Market·Technology

Alphabet Shares (NASDAQ:GOOGL) Slide 3.6% Ahead of Pixel 11 Debut; AI Investment Remains Central Issue

Shares of Alphabet Inc. Class A declined 3.6% on Tuesday, ahead of Google's scheduled launch of its latest Pixel devices in New York. As of 14:47 EDT, the stock was trading at $344.68, close to its intraday low.

11 August 2026

Artificial Intelligence·NASDAQ:GOOGL·Stock Market·Technology

Lumentum Shares (LITE) Swing 13% After Earnings, With AI Margins in Focus

Shares of Lumentum Holdings Inc. were mostly flat on Tuesday ahead of its fiscal fourth-quarter earnings release, which could impact one of Wall Street's top-valued artificial-intelligence hardware bets. The stock traded at $817.06 at 15:02 EDT, showing a 0.44% gain as U.S. markets stayed open.

11 August 2026

Artificial Intelligence·Earnings·NASDAQ:LITE·Stock Market·Technology

Blackstone (BX) shares advance after Nvidia unlocks $500 billion AI-finance opportunity

Shares in Blackstone Inc. rose on Tuesday following news that NVIDIA Corp. had included the asset manager in a compute-financing platform aiming to leverage over $500 billion in third-party funds.

11 August 2026

Artificial Intelligence·NASDAQ:NVDA·NYSE:APO·NYSE:BX·Stock Market·Technology

Nokia shares climb after €2.8 billion AI order book marks reset test

Nokia Oyj shares rose on Tuesday, with investors considering a substantial three-month pullback alongside an expanding AI order backlog for the company. At 12:50 p.m. in New York, the ADR was trading at $9.44, showing a 3.4% gain as the regular session continued.

11 August 2026

Artificial Intelligence·NYSE:NOK·Stock Market

Intel shares remain above $95 offering price as $20 billion AI expansion tests risk of dilution

Shares of Intel Corporation remained above the level set for its $20 billion stock offering on Tuesday, indicating that investors were accepting the short-term dilution as the chipmaker sought to secure funds for its AI manufacturing expansion.

11 August 2026

Artificial Intelligence·NASDAQ:INTC·Semiconductors·Stock Market

Jabil (NYSE:JBL) Shares Gain Following UBS Upgrade and $20.3 Billion AI Revenue Estimate

ST. PETERSBURG, Florida, August 11, 2026, 11:48 EDT – Jabil stock climbed after analysts at UBS raised their rating, projecting $20.3 billion in artificial intelligence-related revenue.

11 August 2026

Artificial Intelligence·NYSE:JBL·Stock Market·Technology

Aramark Shares Climb 10% After Boosting 2026 Sales Guidance on AI Data-Center Demand

Shares of Aramark hit an all-time high on Tuesday after posting quarterly earnings that exceeded expectations and providing an improved sales forecast. At 11:09 a.m. EDT, the stock was up 9.87% at $61.21. The Associated Press separately noted a 9.7% rise near 11 a.m.

11 August 2026

Artificial Intelligence·Data Centers·Stock Market

Cloudflare Sets Price on $2.18 Billion 0% Convertible as It Seeks AI-Focused Growth

Cloudflare, Inc. set the price for $2.175 billion in five-year convertible notes, carrying a 0% coupon rate. The company anticipates net proceeds of around $2.14 billion from the offering.

11 August 2026

Artificial Intelligence·Cloud Computing·NYSE:NET·Stock Market·Technology