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

Azure Expansion Spurs Microsoft to $660 Target, Shifting AI Spending Risk Perception

Bernstein analyst Mark Moerdler boosted Microsoft Corp.'s price target to $660 from $647 following a renewed surge in Azure growth, which shifted the conversation on Microsoft's AI investments. Moerdler maintained his Outperform rating on the stock on Monday.

11 August 2026

Artificial Intelligence·Cloud Computing·NASDAQ:MSFT·Stock Market·Technology

Ambiq Q2 Sales Jump 90% as Edge-AI Demand Tests Chip Supply

Ambiq Micro, Inc. delivered a clean beat-and-raise quarter before Tuesday's open. The edge-AI chipmaker paired 90% sales growth with a smaller loss. Its shares rose 6% to $67.75 in premarket trading.

11 August 2026

Artificial Intelligence·Semiconductors·Stock Market·Technology

Rackspace Q2 Sales Beat Forecasts; Margin Challenges Remain as AI Transition Continues

Rackspace Technology posted second-quarter revenue that topped its initial guidance range. However, the cloud firm maintained its previously lowered forecast from July. The outcome puts investors in a position to balance an earlier-than-expected sales gain with expenses tied to its move towards enterprise AI.

11 August 2026

Artificial Intelligence·Cloud Computing·Earnings·NASDAQ:RXT·Stock Market·Technology

Riot Platforms Stock Jumps on $9.1 Billion AI Lease Reportedly With Anthropic

Riot Platforms signed its biggest AI infrastructure contract yet. The 191-megawatt Rockdale lease carries $9.1 billion of expected base revenue.

11 August 2026

Artificial Intelligence·NASDAQ:RIOT·Stock Market·Technology

Singapore Lifts 2026 Growth Outlook Amid AI-Driven Export Surge

Singapore has increased its 2026 growth outlook, following final data that revealed a 5.9% GDP rise in the second quarter. The revised forecast is now set between 4.5% and 5.5%, elevating the official midpoint by two percentage points.

11 August 2026

Artificial Intelligence·Stock Market

Nvidia places $500 billion AI compute financing burden on Wall Street

Nvidia has secured partnerships with six major Wall Street banks to create financing platforms designed to help raise over $500 billion for artificial intelligence computing. The initiative is directed at AI developers, enterprises, governments, and cloud providers facing limited capacity.

11 August 2026

Artificial Intelligence·NASDAQ:NVDA·NYSE:APO·NYSE:BAM·NYSE:BLK·NYSE:BX·NYSE:GS·NYSE:KKR·Stock Market·Technology

Upwork shares drop 20% as AI automation and Google search updates hit guidance

Shares of Upwork Inc. dropped 19.9% in after-hours trading on Monday. The freelancing platform lowered its outlook for 2026, citing that the rise of artificial intelligence has replaced simpler tasks, while changes to Google search led to fewer customer referrals.

11 August 2026

Artificial Intelligence·NASDAQ:UPWK·Stock Market·Technology

CeriBell Lifts 2026 Revenue Forecast on AI EEG Growth, Reports Wider Quarterly Loss

CeriBell, Inc. lifted its 2026 revenue outlook on Monday following a 33% increase in second-quarter sales to $28.1 million, helped by onboarding new hospitals and higher utilization at current sites.

11 August 2026

Artificial Intelligence·NASDAQ:CBLL·Stock Market

Datadog Shares Climb 11% Despite Ongoing AI-Customer Uncertainty

Shares of Datadog Inc. rose 11.48% to $260.78 on Monday, rebounding after recording their steepest drop in over six years during the previous session.

10 August 2026

Artificial Intelligence·NASDAQ:DDOG·Stock Market·Technology

monday.com Shares Slip as AI ARR Surges, Outlook on Revenue Disappoints

NEW YORK, August 10, 2026, 17:17 EDT – Shares of monday.com declined after the company reported its AI annual recurring revenue doubled, but its revenue forecast failed to meet analysts' expectations.

10 August 2026

Artificial Intelligence·Earnings·Stock Market

CEVA Shares Drop 16% as Royalties Fail to Match AI Licensing Surge

Ceva, Inc. shares fell $6.07 to $32.60 late Monday, wiping out Friday’s 9% advance and trimming its market capitalization to roughly $911 million. The quote stayed provisional as trading persisted.

10 August 2026

Artificial Intelligence·Earnings·Semiconductors·Stock Market

USA TODAY Co. (NYSE:TDAY)–Palantir (NASDAQ:PLTR) Agreement Challenges Whether Reader Data Compensates for Search Slump

USA TODAY Co. is relying on Palantir to help convert anonymous website traffic into identifiable, more valuable users. This approach presents a significant short-term experiment for the media group in terms of revenue strategy.

10 August 2026

Artificial Intelligence·Digital Transformation·NASDAQ:PLTR·NYSE:TDAY·Stock Market

Doximity (NYSE:DOCS) Shares Surge 33% in NYSE Premarket, AI Update Seen Boosting Value by $1.2 Billion

Doximity gained approximately $1.21 billion in equity value on Friday. The increase came after executives outlined prospects for AI revenue that has yet to appear in published sales results.

10 August 2026

Artificial Intelligence·NYSE:DOCS·Stock Market·Technology

Airbnb (NASDAQ:ABNB) Rallies 17% With AI Savings Sending Stock Past Wall Street Target

Airbnb, Inc. finished Friday at $178.07, rising 17.43%. It was the top performer on the S&P 500 as the company lifted its forecast for annual revenue growth.

10 August 2026

Artificial Intelligence·NASDAQ:ABNB·Stock Market·Technology

Doximity (NYSE:DOCS) Rises 33%, Still Remains 32% Under AI-Powered Peak

Doximity Inc shares climbed 32.6% to $27.40 on Friday but ended the session 31.5% under its intraday peak of $40.

10 August 2026

Artificial Intelligence·NYSE:DOCS·Stock Market·Technology

TeraWulf Shares Face 12% Hurdle With 839-MW AI Pipeline as U.S. Markets Close

TeraWulf Inc. has secured contracts for 839 megawatts dedicated to AI and high-performance computing, with just 102 MW currently operational. The 12.2% rate of activation is now a main focus for the company’s shares.

9 August 2026

Artificial Intelligence·Energy·NASDAQ:WULF·Stock Market·Technology

Nokia’s Q4 Margins to Be Tested by 19% After Spike in AI Orders

Nokia Oyj is set for a challenging fourth quarter as profit expectations rise. Analysts now forecast a comparable operating margin of 19.1% for the fourth quarter.

9 August 2026

Artificial Intelligence·HEX:NOKIA·Stock Market·Technology

MARA Holdings (NASDAQ:MARA) retreats amid expanded AI exposure through bitcoin-secured loans

MARA Holdings dropped 10.9% last week, even as bitcoin advanced 3.1%. The fall came after the company released unaudited quarterly figures and unveiled a significantly larger bitcoin-backed financing deal. Investors are now focused on that financing package.

9 August 2026

Artificial Intelligence·Cryptocurrency·NASDAQ:MARA·Stock Market·Technology

TeraWulf Shares (NASDAQ:WULF) Decline Over the Week Amid 336-MW AI Expansion Scrutiny

TeraWulf Inc. closed Friday at $17.08, declining 3.0% during the session. Shares fell 3.3% over the week. The quarterly release redirected attention from headline losses to project execution.

8 August 2026

Artificial Intelligence·NASDAQ:WULF·Stock Market·Technology