NVIDIA (NASDAQ: NVDA) continues to reinforce its platform dominance through a new AI partnership with Jeff Bezos-backed CuspAI and Japan national AI infrastructure deals, alongside strong underlying fundamentals.
Advanced Micro Devices (NASDAQ: AMD) shares are rallying up approximately 3%, outperforming the broader semiconductor sector, after the company announced a major expanded strategic partnership with Microsoft to deploy its Helios Rackscale Solution on Azure for frontier model AI inference.
SanDisk (NASDAQ: SNDK) is surging more than 5%, reclaiming ground after last week's sharp semiconductor sector selloff, as risk appetite returns and investors buy the dip ahead of the August 5 earnings report.
MARA Holdings (NASDAQ: MARA) investors continue to focus on the company's $1.5 billion acquisition of Long Ridge Energy & Power, announced in April, as part of its strategic pivot beyond Bitcoin mining.
HIVE Digital Technologies (NASDAQ: HIVE) shares are rallying, trading near a one-year low as investors weigh the company's longer-term AI infrastructure ambitions against a difficult operating backdrop.
HIVE Digital Technologies (NASDAQ: HIVE) investors are focused on the company's 320-MW AI Gigafactory in the Greater Toronto Area, which targets $660 million in HPC annualized run-rate revenue by 2028.
Riot Platforms (NASDAQ: RIOT) surged amid conflicting analyst sentiment and a broader bitcoin miner rebound, with investors weighing the company's strategic pivot toward AI data center diversification.
JPMorgan Chase Financial Company LLC has disclosed a preliminary pricing supplement for Auto Callable Contingent Interest Notes linked to the MerQube US Gold Vol Advantage Index, with an expected maturity date of August 3, 2029. The structured investment product is designed for investors seeking …
Cipher Mining (NASDAQ: CIFR) has drawn on a $200 million credit facility to fund its third AI-focused campus, part of a broader Q1 pivot story that included a deliberate reduction of the company's Bitcoin mining exposure.
Marvell Technology (NASDAQ: MRVL) shares surged 3.2%, outperforming the broader tech sector as semiconductor stocks staged a broad bounce following last week's steep sell-off.