Stock Market News — August 17, 2026 — Evening Update — Last 12 Hours (Pacific Time)
Markets tumbled Monday as the U.S.-Iran ceasefire expired, sending oil past $90/barrel and bond yields to multi-decade highs—the Dow fell 0.51% and the S&P 500 tested critical support. Geopolitical risk and inflation fears dominated, though bright spots emerged: Nvidia pledged $105B for OpenAI's dat
Stock Market News — August 17, 2026 — Morning Update — Last 12 Hours (Pacific Time)
Nvidia commits $105 billion to back OpenAI's Ohio data center in a landmark AI infrastructure deal, while geopolitical tensions over the Strait of Hormuz and weak retail data weigh on markets. Memory chip stocks surge on White House pressure for Apple to avoid Chinese suppliers, though European equi
Stock Market News — August 14, 2026 — Friday Evening — Last 12 Hours (Pacific Time)
Markets closed modestly lower Friday as weak retail sales dampened sentiment, but the week's real story was AI's dominance: Anthropic's IPO prep revealed a staggering $190–200B 2028 revenue target, while Jane Street's $15B July loss from AI hedge fund exposure added a cautionary note to otherwise bu
Stock Market News — August 14, 2026 — Midday Update — Last 12 Hours (Pacific Time)
Reddit surges 11% on confirmed S&P 500 inclusion (Aug. 18), while Silver Lake's reported ~$50B Workday buyout reignites SaaS M&A speculation. AMD and Micron rally on AI momentum, though Applied Materials slides despite record earnings as investors take profits.
Stock Market News — August 13, 2026 — Evening Update — Last 12 Hours (Pacific Time)
Wall Street hit record highs as softer inflation data crushed rate-hike bets and boosted tech stocks. Silver Lake's $25B bid for Workday and Databricks' $5B funding round at $190B valuation highlight explosive momentum in enterprise software and AI infrastructure, with OpenAI's revenue run rate now
Stock Market News — August 13, 2026 — Morning Update — Last 12 Hours (Pacific Time)
S&P 500 hits record 7,826 as soft PPI cools rate-hike fears and fuels tech rally, while Databricks reaches $190B valuation and Nvidia secures $500B for AI expansion—though Cisco and Cerebras earnings disappoint despite beats, and Middle East tensions weigh on oil and miners.
Stock Market News — August 12, 2026 — Evening Update — Last 12 Hours (Pacific Time)
AI infrastructure stocks CoreWeave (+19%), Nebius (+28%), and Super Micro (+20%) surged on blowout earnings and robust AI capex spending, while Cerebras plummeted 16% on disappointing results. July's in-line CPI report kept rate-cut bets alive, pushing U.S. stocks near record highs and South Korea's
Stock Market News — August 12, 2026 — Morning Update — Last 12 Hours (Pacific Time)
AI infrastructure stocks dominated Wednesday's session as Super Micro Computer's blowout FY2027 revenue guidance of $65–$72B shattered consensus, triggering a broad rally in CoreWeave (~19%), Dell, HPE, and Micron. In-line July CPI data kept rate-hike fears at bay while M&A activity heated up with N
Stock Market News — August 11, 2026 — Evening Update — Last 12 Hours (Pacific Time)
AI infrastructure and Korean chip stocks led gains today: CoreWeave surged 11% on strong AI demand, Samsung and SK Hynix each jumped 7%+ on Temasek investment reports, and Super Micro Computer added 9% after crushing earnings. However, geopolitical tensions and macro uncertainty ahead of Wednesday's
Stock Market News — August 11, 2026 — Morning Update — Last 12 Hours (Pacific Time)
Riot Platforms surged 21% after securing a landmark $9.1 billion AI data center deal with Anthropic, signaling Bitcoin miners are pivoting to AI infrastructure. Meanwhile, On Holding plummeted 19% on a Q2 miss, and Intel raised $20 billion to fund foundry ambitions against TSMC as markets await tomo
