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Applied Digital Posts $258.7M Q4 Revenue Surge 407% (NASDAQ: APLD)

Applied Digital (NASDAQ: APLD) posted a dramatic top‑line jump in the fourth quarter, reporting $258.7 million in revenue, a 407% increase from the comparable period a year earlier. Net loss attributable to common shareholders expanded to $110.6 million, delivering an EPS of $‑0.39, which …

Vinay Lochav | 28 July 2026

Mercor Valued at $10B as AI Training Costs Surge

Billionaire proteges of Peter Thiel, aged 22, are paying upwards of $2 million each day to employ professionals for AI training programs. These contractors include noted experts from sectors such as healthcare, law, finance, and media. This high-cost training model relies on platforms like …

Vinay Lochav | 28 July 2026

Nvidia's (NASDAQ: NVDA) Potential $250 Billion Backing for OpenAI Raises Investor Interest

Nvidia is negotiating to support OpenAI's $500 billion lease for a new data center in Ohio, potentially guaranteeing $250 billion in financing. For investors, this partnership highlights Nvidia's commitment to advancing AI infrastructure and its potential revenue growth in the expanding AI sector.Key HighlightsNvidia …

Vinay Lochav | 28 July 2026

Next Catalyst: Swarmer (NASDAQ: SWMR) Labs Plans AI Strategy Discussion During 2026 Earnings Release

Swarmer Labs (NASDAQ: SWMR) intends to address its artificial intelligence initiatives in the upcoming 2026 earnings release, positioning the discussion as a future catalyst for growth.

Vinay Lochav | 28 July 2026

Alphabet's $205B Capital Expenditure Plan Boosts Semiconductor Stocks

Alphabet is poised to enhance its capital expenditures significantly, with expectations to invest between $195 billion and $205 billion by 2026. Such substantial investments largely cater to the growing demand for cloud services and artificial intelligence technology, which has raised expectations across the semiconductor …

Vinay Lochav | 28 July 2026

Credit Spread Tightening Threatens Tech Borrowers Before Major Earnings Reports

AI‑linked corporate bonds are seeing widening spreads as investors question the sustainability of recent funding, a trend that could raise borrowing costs for tech firms ahead of the upcoming Meta and Microsoft earnings releases. Investors should monitor the bond market for early signals of …

Vinay Lochav | 28 July 2026

Naver Surges 10% Following Nvidia's $1 Billion Investment Commitment

Naver's shares rose 10% after Nvidia unveiled plans to invest $1 billion for a stake in the company. This investment will enable the expansion of AI data centers in South Korea, enhancing capabilities in a rapidly growing sector.Key HighlightsNaver's share price increased by 10% …

Vinay Lochav | 28 July 2026

Anthropic Deal Boosts AMD Stock by 1.45% Amid Growth Potential

Advanced Micro Devices (AMD) has made significant headlines with its recent partnership with Anthropic, a prominent AI startup. This collaboration underscores a strategic pivot toward the burgeoning artificial intelligence market. Following the announcement on July 22, AMD's shares rose by 1.45%, reinforcing investor confidence …

Vinay Lochav | 28 July 2026

Jim Cramer Warns After $250 B Nvidia Deal: Margin AI/Data‑Center Positions Must Be Sold

Jim Cramer’s abrupt advisory to liquidate margin‑financed AI and data‑center positions is reshaping short‑term trading behavior across the technology sector. By mandating a sell‑off deadline of 9:30 a.m. the next morning, he aims to remove leveraged exposure before any price movement can exacerbate risk. …

Vinay Lochav | 28 July 2026

NextBoat Inc. completes Rebrand, Aims at $57 Billion Marine Market with AI

NextBoat Inc. has formally transitioned its corporate identity, moving away from its prior branding. Effective in late May 2026, this change underscores the firm’s commitment to modernizing the scattered pre‑owned boat market and pursuing a larger portion of the $57 billion U.S. marine sector.

Vinay Lochav | 28 July 2026
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