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
Stock Market News — August 10, 2026 — Evening Update — Last 12 Hours (Pacific Time)
Nvidia's $500B AI infrastructure mega-deal with Wall Street validates the capex supercycle but sent NVIDIA stock down 2.5% on dilution concerns, while Riot Platforms surged 24% after Anthropic's landmark $9.1B cloud deal. Geopolitical tensions over Iran's Strait of Hormuz pushed oil up ~5%, creating
Stock Market News — August 07, 2026 — Friday Evening — Last 12 Hours (Pacific Time)
Wall Street hit record highs Friday after a surprise July jobs loss (-23K) eased rate-hike fears, while Nvidia committed $3B to data center developer Lancium and Switch filed for a potential $50B IPO—though OpenAI's pause on its "Astra" model over cybersecurity concerns added a rare cautionary note
