NASDAQ:AURStock Market
Aurora Shares Fall 12% After Index Ventures Announces $19.6 Million Sale Intent
Aurora Innovation, Inc. fell 12.1% to $6.12 as of 1:45 p.m. EDT on Tuesday. Volume was 49.58 million shares, exceeding double its recent average.…
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Artificial IntelligenceNASDAQ:RIOT
Riot Platforms Shares Slide 5.5% After $9.1 Billion AI Deal Surpasses Market Cap
Shares of Riot Platforms, Inc. dropped 5.5% to $18.94 on Tuesday. The company’s recently announced $9.1 billion AI deal is now larger than its…
NASDAQ: RIOT · investor dashboard
Value of AI contracts surpasses that of equity
Riot's 20-year lease in Rockdale shifts the valuation focus. The importance now lies in delivery schedules and construction performance rather than the overall size of the contract.
Live share price
$18.94▼ 5.5% today
August 18, 2026 · 14:15 EDT · U.S. market open
Initial market capitalisation
$7.47B
$18.94 × 394.4M shares
Base value for AI lease
$9.1B
122% of preliminary market cap
Committed IT capacity
241 MW
191 MW frontier lab + 50 MW AMD
Initial significant shipment
Dec. 2027
96 MW; full 191 MW due June 2028
Value bridge · Billions of USD
$7.47B$9.1B$7.3–8.2B Market capBase revenueBase NOI estimateContract totals are nominal and span 20 years. They are not present values.
Economics of the contract
| Lease | MW | Base term | Avg. annual revenue | $/MW-year |
|---|---|---|---|---|
| Frontier AI lab | 191 | 20 years | $455M | $2.38M |
| AMD initial phase | 25 | 10 years | $31.1M | $1.24M |
The 191 MW lease represents 79% of Riot’s contracted IT load.
Q2 revenue breakdown · Total $174.2M
Bitcoin mining65.3%
Engineering21.4%
Data center13.3%
Data-center revenue was $23.2M. The projected annual NOI from the new lease is roughly 3.9–4.4× that figure annualized.
Overview of peer trading
RIOT-5.5%
CLSK-6.4%
WULF-11.2%
CIFR-11.5%
Nasdaq real-time quotes at 14:15–14:16 EDT on August 18, 2026.
Analyst recommendations selected
| Firm | View | Target | Date | Implied upside |
|---|---|---|---|---|
| BTIG | Buy | $40 | Jun. 24 | 111% |
| Clear Street | Buy | $38 | Jun. 3 | 101% |
| KBW | Buy | $37 | Jun. 9 | 95% |
| Bernstein | Buy | $30 | Jul. 1 | 58% |
| Citi | Buy | $28 | Jul. 8 | 48% |
Upside uses the $18.94 intraday price. These targets predate the August 10 lease announcement.
Key milestones to monitor
Nov. 2026
10 MW AMD upgrade expected
May 2027
AMD set to complete full 50 MW presence
Dec. 2027
Initial 96 MW AI phase expected
Jun. 2028
Complete 191 MW AI rollout scheduled
Key takeaway for investors
Bull case: contracted NOI could approach current equity value.Key uncertainty: material AI cash flow starts in late 2027.Risk: construction, financing, tenant concentration and bitcoin exposure.
EarningsNYSE:NU
Nu Stock (NYSE:NU) Drops 2.1% as 62% of Initial Earnings Pop Fades
Nu Holdings Ltd. fell 2.1% to $14.435 on Tuesday, extending a retreat from its initial post-earnings jump. About 62% of that first gain has…
Investor dashboard · NYSE:NU
Nu Holdings
Market price: August 18, 2026
14:05:44 EDT · Market open
14:05:44 EDT · Market open
Share price
$14.435
▼ 2.1% intraday
Market value
$69.63B
19.62× trailing earnings
Q2 net income
$1.06B
▲ 49% YoY, FX-neutral
Risk-adjusted NIM
12.4%
▲ 290 bp vs Q1
Price reset after earnings
62%
Gain fadedFrom about $15.25 after hours to $14.435.
+29.1%
Consensus upsideAverage analyst target: $18.63.
Position inside 52-week range
$11.20 low$14.435 now$18.98 high
What beat expectations
Credit growth versus risk
Analyst range is the risk signal
$10Low · 30.7% downside
$18.63Average · 29.1% upside
$19Median · 31.6% upside
$23High · 59.3% upside
13 Strong Buy5 Buy3 Hold1 Sell
EarningsNYSE:PATH
UiPath Shares Trade 14% Higher Than Analysts’ Consensus Ahead of Earnings
UiPath Inc. declined 1.8%, ending Tuesday near $15.70. The shares are still trading 13.8% over the average Wall Street target of $13.80, leaving limited…
Stock Market
JB Financial Stock Slips 0.4% as Unconfirmed Ripple Report Faces ₩220 Billion Profit Test
SEOUL, August 18, 2026, 15:30 KST — JB Financial Group Co., Ltd. closed 0.36% lower at ₩27,900 on Tuesday. An online trend linked subsidiary…
NASDAQ:NVDAStock Market
Nvidia Shares Slide 2.1% as Wall Street Targets Point to $7.5 Trillion Valuation
NVIDIA Corporation slid 2.1% to $220.34 on Tuesday, putting its market capitalization at about $5.33 trillion. In comparison, the Philadelphia Semiconductor Index saw a…
NYSE:AMCStock Market
AMC Stock Falls 2.9%; App Outage Tests Channel Tied to 52% of U.S. Attendance
AMC Entertainment Holdings, Inc. fell 2.9% to $2.37 on Tuesday. Minutes later, Downdetector said user reports indicated problems with AMC Theatres beginning at 1:12…
Stock Market
Linamar Stock Falls 0.7% as 50% U.S. Tariff Deadline Tests Its 90% Revenue Shield
Linamar Corporation shares fell 0.7% on Tuesday, hours before a 50% U.S. tariff deadline that may weaken the auto supplier's main trade defense. The…
NYSE:MGAStock Market
Magna Shares Trade Close to 52-Week Peak, Raising Stakes for Tariff Negotiations
Shares of Magna International Inc. remained close to their 52-week peak on Tuesday while U.S. and Canadian authorities talked about reducing tariffs on vehicles…
EarningsStock Market
Gray Media Stock Rises 0.6% as Election Ads Trail Its $117 Million Interest Bill
Gray Media, Inc. shares rose 0.6% to $5.01 on Tuesday. The move came as U.S. midterm primaries sharpened the fight for Congress.
EPA:KEREPA:MC
LVMH Shares Edge Up 0.4% While Dior Encounters Communications Leadership Handover
Shares of LVMH Moët Hennessy Louis Vuitton SE ended Tuesday up 0.43%, after Dior announced the unexpected death of its public-relations director Mathilde Favier.…
NYSE:IMAXStock Market
IMAX Shares Drop 2.1% After The Odyssey Achieves 25% of 2026 Box-Office Target
Shares of IMAX Corporation declined by 2.1% on Tuesday, despite The Odyssey boosting the company's cumulative IMAX gross to $346.4 million. The film now…
NYSE:IMAXStock Market
IMAX Shares Decline 2.1% as The Odyssey Reaches 24.7% of Yearly Box-Office Goal
Shares of IMAX Corporation dropped 2.1% to $51.29 on Tuesday, despite The Odyssey setting a new record as the format operator's top-earning film. The…
EarningsNYSE:CMG
Chipotle launches $1 million BOGO campaign amid 220 basis-point margin test
Chipotle Mexican Grill, Inc. gained approximately 0.6% during Tuesday morning’s session as it launched its Chipotle IQ campaign, which is distributing over $1 million…
EnergyNYSE:CVX
Chevron Shares Gain 0.8% with Brent at $91, Analysts See 5.7% Upside
Shares of Chevron Corporation advanced 0.8% to $204.32 in late morning deals. Brent crude added 0.4% at $91.23 as prospects for a U.S.-Iran deal…
EarningsNASDAQ:WMT
Walmart Shares Up 1.4% as High-Margin Ad Business Faces Earnings Scrutiny
Shares of Walmart Inc. gained 1.4% on Tuesday, with investors anticipating results from the retailer’s expanding advertising unit. The stock was at $115.88 as…