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Artificial Intelligence 10 August 2026 - 12 August 2026

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·Breaking·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·Breaking·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·Breaking·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

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·Breaking·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·Breaking·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

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Artificial Intelligence 10 August 2026 - 12 August 2026

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Singapore Lifts 2026 Growth Outlook Amid AI-Driven Export Surge

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

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

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

Datadog Shares Climb 11% Despite Ongoing AI-Customer Uncertainty

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

TechStock² Updates

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

Alamar Biosciences Shares (ALMR) Surge 31% as Consumables Drive Gross Margin Up

JetBlue Shares Bounce 3% After Four-Session Losing Streak; Volume Remains Light

T-Mobile Shares (TMUS) Inch Higher With Network Outage Searches Again Raising Questions Over Service Reliability

CBA posts all-time A$11 billion profit as credit costs surge 47%

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