Technology

Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share

SANTA CLARA, California, August 15, 2026, 13:12 PDT — NVIDIA Corporation on Friday reported holding $63.44 billion in U.S.-listed equities. Intel and SpaceX represented 80.3% of the portfolio's value.

15 August 2026

NASDAQ:GENB·NASDAQ:INTC·NASDAQ:NBIS·NASDAQ:NVDA·NASDAQ:SNPS·NYSE:COHR·NYSE:NOK·Semiconductors·Stock Market·Technology

Cipher Digital Shares Rise 7.4% Following Morgan Stanley’s 6.3% Stake Disclosure

Cipher Digital Inc. rose 7.4% to $17.855 on Friday, with 36.24 million shares changing hands. U.S. stock markets are shut over the weekend.

15 August 2026

NASDAQ:CIFR·Stock Market·Technology

USA Rare Earth Shares Surge 7.5% Despite Drone Tariffs and 27% Gross Loss

USA Rare Earth, Inc. finished Friday at $20.00, rising 7.5%. The increase came after the U.S. announced fresh tariffs on imported drones and essential parts. The largely pre-revenue producer also returned to Yahoo Finance’s list of most-trended stocks.

15 August 2026

NASDAQ:USAR·NYSE:MP·NYSEAMERICAN:UUUU·NYSEARCA:REMX·Stock Market·Technology

UiPath Shares Surge 25% in August, Surpassing Analyst Price Targets

UiPath Inc. ended Friday trading at $16.01. Shares rose 6.4% over the week, though they dropped 4.0% on the final day. The stock stands 25.5% higher since the close on July 31.

15 August 2026

NYSE:PATH·Stock Market·Technology

Wetour Robotics Stock Jumps 128%, but $0.90 Share Sale Could Dilute Holders 65%

Wetour Robotics Limited more than doubled on Friday. The rally followed disclosure of a deeply discounted private share sale, not a fresh earnings beat.

15 August 2026

Breaking·NASDAQ:WETO·Robotics·Stock Market·Technology

Intel Shares Dip 2%, Remain 7.9% Above $95 Share Sale Level

Shares of Intel Corp. slipped 1.97% to $102.50 on Friday, snapping a three-session advance. The stock's closing value remained 7.9% higher than the $95 mark from this week's expanded equity offering.

15 August 2026

NASDAQ:INTC·Semiconductors·Stock Market·Technology

Ondas Shares Recover; Upcoming Q4 Revenue Surge Poses Key Challenge

Ondas Inc. closed Friday at $9.24, rising 3.7%, as investors balanced record quarterly results against challenging execution targets. The autonomous-systems firm requires approximately $404 million in revenue for the second half to meet the midpoint of its updated annual guidance.

15 August 2026

Breaking·Earnings Reports·NASDAQ:ONDS·Stock Market·Technology

Super Micro Shares Rise 1.7% After Sales Forecast Tops by 30%, Margin Contracts by 700 Basis Points

Super Micro Computer Inc. ended Friday’s session at $39.84, rising 1.7%. The company’s shares continued to rank among the most traded in the U.S. following robust annual forecasts. Trading volume reached approximately 57 million shares, near its three-month average.

15 August 2026

Earnings·NASDAQ:SMCI·Stock Market·Technology

NVIDIA Stock’s 12% August Gain Faces a 1% Earnings-Guidance Gap

NVIDIA enters the weekend with a 12%-plus August gain. Yet the shares barely moved Friday after fresh details of its LG robotics work. The contrast matters: investors still value the company mainly on data-center execution, not humanoid-robot promise.

15 August 2026

Earnings·NASDAQ:NVDA·Stock Market·Technology

Broadcom Shares Drop 5.9% as Single Day Accounts for 71% of Weekly Decline

Shares of Broadcom Inc. ended Friday at $392.99, falling 5.94% during the session. The drop accounted for $24.83 of the stock's $34.77 decrease for the week, representing 71.4%. Week-on-week, shares declined by 8.13%.

15 August 2026

Breaking·NASDAQ:AVGO·Stock Market·Technology

Oracle Stock Falls 3.8% as $40 Billion Funding Plan Tests AI Backlog

Oracle Corporation fell 3.8% to $150.52 on Friday. The retreat left its $638 billion contracted backlog competing with a more immediate investor concern: funding the infrastructure needed to deliver it.

15 August 2026

Artificial Intelligence·Breaking·NYSE:ORCL·Stock Market·Technology

Micron Stock Rises 2.3% as NAND Forecasts Point to a 50%–61% Two-Quarter Price Gain

Micron Technology Inc. rose 2.3% on Friday to $970.20. The gain was its fourth straight advance. It followed Sandisk Corp. higher as investors extended a memory-sector rally.

15 August 2026

Breaking·NASDAQ:MU·Semiconductors·Stock Market·Technology

Nokia Shares Jump 17.9% in Four Sessions Amid AI Orders Surging to 6.3x Sales

Nokia Oyj gained 1.9% to close at $10.76 on Friday, marking its fourth consecutive session of increases. Over the past four days, the ADR has risen 17.9% while the wider U.S. market declined.

14 August 2026

Artificial Intelligence·NASDAQ:LITE·NYSE:NOK·Stock Market·Technology

Salesforce Shares Retrace 64% of JPMorgan Surge Ahead of Crucial 4.7-Point Growth Benchmark

Shares of Salesforce, Inc. slipped 2.6% to $196.21 on Friday. This decline came after a 4.2% gain on Thursday, which was sparked by an upbeat initiation from J.P. Morgan.

14 August 2026

Earnings·NYSE:CRM·NYSE:JPM·Stock Market·Technology

UiPath Finishes 18% Over Analyst Forecast; Company Officer Offloads $831,250 in Stock

NEW YORK, August 14, 2026, 17:04 EDT — With U.S. cash markets closed and after-hours trading ongoing, UiPath Inc. settled at $16.01 on Friday, a 4.0% decline for the day but still marking a 6.4% gain across the week.

14 August 2026

Breaking·NYSE:PATH·Stock Market·Technology

Applied Materials Drops 5.2% as Stagnant 50.4% Margin Raises Questions on 32x AI Multiple

NEW YORK, August 14, 2026, 16:36 EDT — Applied Materials shares slid 5.2% after its 50.4% margin remained flat, placing the spotlight on the company's 32-times earnings valuation amid AI-driven market expectations.

14 August 2026

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

Cerebras Shares Drop 5.3% Friday, Investors Evaluate 58x Sales and $51.8 Billion Valuation

Cerebras Systems Inc. dropped 5.3% to $218.87 on Friday, deepening a 12% post-earnings slide from Thursday, even as the company reported stronger underlying figures and lifted its outlook.

14 August 2026

NASDAQ:CBRS·Stock Market·Technology

Infleqtion Shares Gain 5.9% After Revenue Jump; Firm Trades at 67x Sales

Shares of Infleqtion, Inc. advanced 5.9% on Friday following the quantum-technology firm’s report of all-time high quarterly revenue and an increased outlook for 2026. The stock was last seen at $12.90 at 14:36 EDT, approaching the top half of its intraday range between $12.21 and $13.18.

14 August 2026

Earnings·NYSE:INFQ·Stock Market·Technology

Super Micro Shares Rise After $68.5 Billion Forecast Offsets 19% Gross Margin Scrutiny

Shares in Super Micro Computer gained 1.5% to $39.76 on Friday afternoon. However, the company's guidance for the first quarter indicates a tougher challenge ahead, with adjusted gross profit projected to decline by around 19% quarter-on-quarter, despite an anticipated revenue increase of about 35%. The U.S. cash market stayed open.

14 August 2026

Earnings·NASDAQ:SMCI·Stock Market·Technology

Intel Shares Decline After $22.6 Billion Equity Offering Increases Share Count by 4.8%

Shares of Intel Corporation were down 2.0% at $102.51 in Friday afternoon trading. The decline came after the company completed a $22.62 billion equity offering, which included an underwriter’s option that was fully exercised. The transaction raised Intel’s total share count by around 4.8%.

14 August 2026

Breaking·NASDAQ:INTC·Stock Market·Technology

Technology 14 August 2026 - 15 August 2026

Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share

Cipher Digital Shares Rise 7.4% Following Morgan Stanley’s 6.3% Stake Disclosure

USA Rare Earth Shares Surge 7.5% Despite Drone Tariffs and 27% Gross Loss

UiPath Shares Surge 25% in August, Surpassing Analyst Price Targets

Wetour Robotics Stock Jumps 128%, but $0.90 Share Sale Could Dilute Holders 65%

Intel Shares Dip 2%, Remain 7.9% Above $95 Share Sale Level

Ondas Shares Recover; Upcoming Q4 Revenue Surge Poses Key Challenge

Super Micro Shares Rise 1.7% After Sales Forecast Tops by 30%, Margin Contracts by 700 Basis Points

NVIDIA Stock’s 12% August Gain Faces a 1% Earnings-Guidance Gap

Broadcom Shares Drop 5.9% as Single Day Accounts for 71% of Weekly Decline

Oracle Stock Falls 3.8% as $40 Billion Funding Plan Tests AI Backlog

Micron Stock Rises 2.3% as NAND Forecasts Point to a 50%–61% Two-Quarter Price Gain

Nokia Shares Jump 17.9% in Four Sessions Amid AI Orders Surging to 6.3x Sales

Salesforce Shares Retrace 64% of JPMorgan Surge Ahead of Crucial 4.7-Point Growth Benchmark

UiPath Finishes 18% Over Analyst Forecast; Company Officer Offloads $831,250 in Stock

Applied Materials Drops 5.2% as Stagnant 50.4% Margin Raises Questions on 32x AI Multiple

Cerebras Shares Drop 5.3% Friday, Investors Evaluate 58x Sales and $51.8 Billion Valuation

Infleqtion Shares Gain 5.9% After Revenue Jump; Firm Trades at 67x Sales

Super Micro Shares Rise After $68.5 Billion Forecast Offsets 19% Gross Margin Scrutiny

Intel Shares Decline After $22.6 Billion Equity Offering Increases Share Count by 4.8%

TechStock² Updates

Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share

Monster Rises 3.6% Following Stock Split; 40x Earnings Pace Scrutinized Amid Higher Marketing Spend

US retail sales surprise intensifies Fed pause barbell position

Cipher Digital Shares Rise 7.4% Following Morgan Stanley’s 6.3% Stake Disclosure

PDD Shares Drop 7.6% after China Retail Data Challenges Company Valuation

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