Advanced Micro Devices (NASDAQ: AMD) stock rose 6.3% on Thursday, Sept. 17, 2026, after a neocloud operator said a price hike was coming for the use of chips across its stack, with AMD CPUs seeing a substantial **** p.
The S&P 500 and the Nasdaq Composite rose 1.1% and 1.7%, respectively, on Thursday.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nebius, which rents out the use of chips from AMD and Nvidia, told customers it would soon charge a higher rate. Nebius said that Nvidia GPU prices would increase from 17% to 21%, while AMD's EPYC Genoa CPU rates will increase 25%, while supply constrained memory offerings would see a 41% **** p.
The announcement helps reassure investors that compute demand is still strong across AI, including demand for CPUs, which AMD has pushed in recent months. The company's stock was also rising amid a broader rally across the stock market.

#signal #thursday

CoreWeave (NASDAQ:CRWV), a GPU-accelerated cloud infrastructure provider, closed at $79.88, down 4.16%. The stock fell after CoreWeave announced convertible debt and a share sale, and investors are watching financing costs and infrastructure expansion.
Trading volume reached 78.3 million shares, coming in about 176% above its three-month average of 28.4 million shares. CoreWeave IPO'd in 2025 and has doubled since going public.
The S&P 500 (SNPINDEX:^GSPC) closed at 7,637, up 1.13%, while the Nasdaq Composite (NASDAQINDEX:^IXIC) closed at 26,418, up 1.69%. Among specialized cloud computing and AI infrastructure services peers, Nebius Group (NASDAQ:NBIS) closed at $217.99, up 4.12%, and Iren (NASDAQ:IREN) closed at $43.48, up 2.02%, as investors kept weighing AI buildout demand against funding needs.
It's important to note why CoreWeave stock dropped while shares of its closest peers rose sharply today. The companies are in a capital-intensive spending growth stretch. Demand for high-powered compute cloud ******* e for AI is huge, and CoreWeave announced today that it would raise money to meet that demand in two ways.
Its share offering and convertible bond offering are both likely to be dilutive to shareholders. But it takes money to make money, and CoreWeave also reinforced today that it is raising prices for its compute cloud contracts.
But the debt and share issuance contrasts with the solid cash position of peer Iren, for example. Iren has built up cash from its existing crypto mining operations.

#iren #infrastructure #shares

Nebius (NBIS) shares extended gains on Thursday as investors reacted to industry rumors that the artificial intelligence (AI) infrastructure giant is preparing to implement price hikes across its enterprise cloud computing contracts. According to unconfirmed reports, the Amsterdam-headquartered firm could increase GPU cluster pricing as much as 15% heading into the final quarter of 2026.
Nebius stock has been a blockbuster investment this year, currently up a whopping 135% versus the start of 2026.
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#mark #cuban

Nebius Group (NASDAQ: NBIS) stock surged sharply higher Thursday morning, gaining as much as 11.2%. As of 2:27 p.m. ET, the stock had given back most of those gains, but was still up 2.1%.
The catalyst that sent the artificial intelligence (AI) and neocloud specialist higher was a report that the company is raising some prices.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nebius is one of several neocloud operators that stockpile graphics processing units (GPUs) and provide on-demand AI processing. The company announced that it will raise the price for access to on-demand Nvidia (NASDAQ: NVDA) GPUs by roughly 20%, effective Oct. 1.
H100 chips -- $4.50 per GPU hour, up 17%

#Stock #neocloud

Nebius Group (NBIS) bounced 5% Wednesday but remains down 21% over the past month, raising the question of whether sellers have finally exhausted their case.
CoreWeave (CRWV) fell nearly 20% over the same period as NBIS, signaling a shared repricing of pure-play AI cloud names rather than a Nebius-specific problem.
Only buying that holds across multiple sessions, especially without CoreWeave rising in lockstep, would confirm a real floor rather than another failed bounce.
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Shares of Nebius Group (NASDAQ:NBIS) are bouncing Wednesday, but the question worth asking is whether the move ends the slide or just adds to a string of one-day bids that haven't held. Nebius stock is still down sharply over the past month, and today's gain has to fit inside that context to matter.

#nbis #past #month #question

Palantir Technologies (PLTR) and Nebius Group (NBIS) have joined forces in a partnership that directly supports both companies' growth stories. Palantir gets a compute partner that can support its push into sovereign AI, while Nebius gains access to a prominent enterprise distribution channel through Palantir. That makes the deal appear straightforward and mutually beneficial on paper. Still, both stocks face growing investor skepticism. Palantir's valuation remains a major point of debate among investors, and Nebius still needs to show that its capital-heavy build-out will eventually lead to durable profitability.
Palantir has designated Nebius as its preferred sovereign AI infrastructure partner. The company plans to integrate Nebius' compute and inference endpoints into the Palantir enterprise perimeter following an integration period. The partnership will allow eligible Palantir customers to use Nebius' infrastructure while maintaining control over their own compute, models, and data. The companies will also collaborate to expand compute capacity more quickly, including through modular data center builds at sites with available power.
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#palantir #compute #still

Fast-growing stocks and artificial intelligence (AI) seem to go hand in hand, and there are several examples of stocks growing their revenue at 50%, 100%, or even 200%. But none quite touch how rapidly Nebius (NASDAQ: NBIS) is growing. During its most recent quarter, revenue rose by a jaw-dropping 454% year over year. What's even more impressive is that this growth rate is expected to last through the rest of the year, and 2027's will also be elevated.
It's starting to make a lot of sense that Nvidia (NASDAQ: NVDA) is investing in Nebius, and there's still a great buying opportunity here for investors.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nebius is a neocloud business that provides AI-focused cloud computing power to its clients. Among its biggest clients are Meta Platforms and Microsoft, each of which has signed multi-year deals with Nebius to expand capacity. Both Microsoft and Meta have their own data centers, and Microsoft rents out its capacity to others, so why are they renting from Nebius?
Nebius' deal with Nvidia provides it with leading hardware before others, so it's a way to gain early access to the best computing units. Furthermore, these companies like having a bit of flexibility and not having to build too many data centers, as well as getting their hands on as much computing capacity as quickly as possible.

#Microsoft

The artificial intelligence infrastructure race is moving from a chip shortage story into a race for something harder to manufacture: data center capacity. Land, electricity, and finished buildings are becoming the bottlenecks as hyperscalers pour hundreds of billions of dollars into AI. That is creating an opening for a new breed of cloud providers that can secure capacity where the largest cloud companies cannot.
At Thursday's Goldman Sachs Communacopia + Technology Conference, Nvidia (NVDA) CEO Jensen Huang made clear that he sees this market expanding for years—and his comments were particularly bullish for CoreWeave (CRWV) and Nebius Group (NBIS).
Dear ***** eX Stock Fans, Mark Your Calendars for September 21
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GF Securities Says NAND Prices May Stabilize Later This Year. What This Means for Sandisk Stock.

#capacity #land

SpaceX (SPCX), which made a sensational debut on the bourses in June 2026, has been trading relatively sideways since then, although it remains above its initial public offering price (IPO) of $135 per share. This is surprising, considering the company is led by CEO Elon Musk, one of the most volatile and polarizing figures in corporate history whose penchant for making headlines is infamous.
However, on Sept. 21, SPCX stock could get a much-needed boost. Let's take a closer look.
How to Play IBM Stock as It Teams Up with NASA to Launch a New Open-Source Model
GF Securities Says NAND Prices May Stabilize Later This Year. What This Means for Sandisk Stock.
Nvidia's Jensen Huang Just Delivered a Huge Vote of Confidence to CoreWeave and Nebius

#however

Chinese financial services firm GF Securities has cautioned that NAND prices will stabilize by the end of the year. For NAND king SanDisk (SNDK), this is particularly relevant as ******* yst Jeff Pu said, "We maintain our high‑teen QoQ NAND price expectation for 3Q26 but expect softening in 4Q26 to low single‑digit QoQ, pressured by weaker mobile demand and elevated mobile/PC inventories. Hyperscaler NAND inventory remains healthy at ~14 weeks (vs. ~15‑week normal), but the softer pricing outlook could slow pull‑ins."
This follows almost one-and-a-half years of strong NAND price growth, as AI drove a significant rise in enterprise SSD demand for training datasets, inference workloads, and model updates, among other use cases.
Dear ******* eX Stock Fans, Mark Your Calendars for September 21
How to Play IBM Stock as It Teams Up with NASA to Launch a New Open-Source Model
Nvidia's Jensen Huang Just Delivered a Huge Vote of Confidence to CoreWeave and Nebius

#nand

Here's an indisputable fact about semiconductor sector leader Nvidia (NVDA). It has massive coattails. One comment from CEO Jensen Huang and his leadership team can push a lot of momentum and investor interest. We've seen it with his remarks about Taiwan Semiconductor Manufacturing (TSM) (calling it one of the "greatest companies in the history of humanity"), Meta Platforms (META) ("Nobody uses AI better than Meta"), and Nebius Group (NBIS) ("Nebius will take care of you").
Now the shine is on CrowdStrike Holdings (CRWD), the cybersecurity company known for its cloud-native platform for endpoint security. At CrowdStrike's recent Fal.Con 2026 conference in Las Vegas, Huang said that CrowdStrike is Nvidia's top security partner.
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RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ***** e

#nebius

Bloom Energy (NYSE: BE), a developer of solid oxide fuel cells (SOFCs), has been one of the market's hottest growth stocks. Its shares surged more than 2,500% over the past two years, while its backlog swelled to $20 billion at the end of 2025. That's ten times the $2.0 billion in revenue it generated in 2025. ******* ysts expect its revenue to more than double to $4.1 billion this year, then grow 65% to $6.8 billion in 2027 and 46% to $9.9 billion in 2028.
That growth trajectory is impressive, but the recent introduction of its Power Connect system -- which could reduce its on-site installation time by more than 40% -- could help it exceed those bullish estimates. Let's see why this upgrade could matter more than the size of its backlog.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Bloom's SOFCs can convert natural gas, biogas, propane, and hydrogen into electricity without any combustion. Its systems can also be deployed on-site in less than three months and bypass traditional electrical grids, which can require years to set up new connections.
Those advantages make SOFC systems a popular choice for data centers seeking to quickly expand their cloud and AI infrastructure while maintaining a smaller carbon footprint. Oracle, CoreWeave, Nebius, Equinix, and other data center giants already use its SOFC systems. Brookfield ******* et Management (NYSE: BAM), one of the world's largest ******* et managers, funds Bloom's development and deployment of those SOFC systems via a $25 billion partnership.

#systems #signal #years #sofcs

CNBC reported that NVIDIA Corporation (NASDAQ:NVDA)'s Groq 3 LPX rack is in full production and will be deployed alongside its Vera CPUs and Rubin GPUs at neocloud Nebius later this year, Nvidia senior director Dion Harris told reporters.
The rack marks the commercialization of technology from Nvidia's $20 billion purchase of Groq's ***** ets in December, its largest deal on record. Each liquid-cooled rack packages 256 Groq chips. Nvidia said the rack can deliver 3,400 tokens per second, noting a benchmark from Artificial ***** ysis. Groq's chips are manufactured by Samsung, unlike Nvidia's own GPUs, which are made by Taiwan Semiconductor Manufacturing Co.
The $20 billion Groq deal represents a manageable financial risk for NVIDIA Corporation (NASDAQ:NVDA) relative to the strategic capabilities it could add to the company. Bernstein ***** yst Stacy Rasgon told CNBC that Nvidia is financially strong enough to absorb a deal of this size with little impact on its overall position. That gives Nvidia the flexibility to make large strategic investments while expanding into new AI chip technologies without materially straining its balance sheet.
Groq's technology extends Nvidia's dominance across the full AI compute stack rather than creating a rival product line. LPX handles low-latency inference while Nvidia's GPUs continue handling training and large-context processing. The rack can pair with Vera Rubin chips without customers changing their CUDA workflows, deepening the software lock-in that has made Nvidia hard to displace.
Execution has been fast, which matters in a market moving this quickly. Nvidia went from announcing the Groq purchase in December to full production and a named customer, Nebius, in eight months. It is a pace that shows Nvidia can absorb acquired technology and ship it rather than let it stall in integration.

#rack

It's always good to look for new investment ideas. While investors can look at various sectors, I like to focus on artificial intelligence (AI) stocks. This technology is still in its early stages and can fundamentally change societies. Autonomous vehicles, humanoid robots, drones, and AI chatbots are some of the products and services that can scale rapidly as AI evolves.
That's why the two stocks I am buying in 2027 revolve around that theme. I already have positions in each of these companies and intend to build on them in 2027.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Iren (NASDAQ: IREN) is my favorite neocloud stock. Nebius (NASDAQ: NBIS) is also a strong contender and slightly ahead of Iren in revenue recognition, but I do not believe Nebius should have a market cap almost four times Iren's.
The neocloud thesis is straightforward. Hyperscalers need access to compute, and companies like Iren create the data centers that supply hyperscalers with the necessary chips, power, software, and facilities.

#flashing #hyperscalers

If you're looking to add some high-growth stocks to your portfolio, there is a trio of options I've been eying that look like an excellent addition. These are some of the fastest-growing stocks on the market, and their growth routes vary, which is important for portfolio diversification.
The three stocks I'm recommending are Nvidia (NASDAQ: NVDA), Micron Technology (NASDAQ: MU), and Nebius Group (NASDAQ: NBIS). These three stocks are some of the fastest-growing stocks available, and all are great buys now.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia may be a bit of a surprise, considering it's the world's largest company by market cap. But it just grew revenue by 106% year over year in its previous quarter. That shows demand for its GPU computing products remains high, and that any company involved in AI is utilizing Nvidia's products.
However, its growth isn't expected to slow down anytime soon. CFO Colette Kress dropped a bombshell during the Q2 earnings call that management expects 70% revenue growth in the next fiscal year. While that's just guidance, Nvidia has proven quarter after quarter that it tends to exceed its internal projections.

#NASDAQ

IREN trades down 6% year to date while NBIS surged 150%, creating a contrarian entry if Roberts delivers Horizons 2-4 on schedule.
Customer prepayments funded 96% of IREN's Microsoft GPU capex, a capital-efficiency signal masking a $684M GAAP loss tied to scrapped mining hardware.
Nebius landed four contracts averaging over $1 billion each and holds $37 billion in obligations, but three customers generate 59% of its revenue.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Nebius Group didn't make the cut. Grab the names FREE today.
IREN Limited (NASDAQ:IREN) and Nebius Group (NASDAQ:NBIS) just reported earnings that read like two chapters of the same AI buildout. IREN is closing a Bitcoin-to-AI pivot. Nebius is stacking billion-dollar contracts on a full-stack cloud. One quarter looked painful. The other looked pristine.

#iren #nbis

NBIS posted 454% revenue growth with $37.5B in remaining performance obligations, but three customers still control 59% of Q2 revenue.
NBIS has surged 146% year to date against SPY's 12%, but a forward P/E of 68 embeds near-perfect execution across power, supply, and contracts.
Arkady Volozh said Nebius could sell its entire 2027 GPU capacity today, yet the $20 to $25 billion in 2026 capex keeps dilution risk live.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Nebius Group didn't make the cut. Grab the names FREE today.
At $206.32, Nebius Group (NASDAQ:NBIS) sits in a setup that warrants patience. After a violent rerating this year, the stock trades on the **** umption that every marquee contract, every megawatt, and every financing round lands on schedule, which warrants pause before adding.

#every #year

CoreWeave scaled data center capacity from 70 MW to 1.5 GW by mid-2026, backed by a $104 billion contracted revenue backlog confirming real, multi-year demand.
Despite genuine growth, $35 billion in debt and $640 million in quarterly interest keep CoreWeave cash flow negative and GAAP results in the red.
Peers Nebius and IREN offer similar AI infrastructure exposure with far lower debt loads and greater reliance on customer prepayments than CoreWeave carries.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and CoreWeave, Inc. Class A Common Stock didn't make the cut. Grab the names FREE today.
The AI infrastructure buildout continues to reshape capital markets in 2026, with specialized providers racing to deliver the power and GPUs that large language models demand. Investors have piled into the sector on the promise of multi-year contracts and soaring utilization. Yet not every high-growth name deserves a place in a retail portfolio.

#multi

Alibaba (BABA) stock fell over 8.5% on Friday after the company announced a massive share sale in Hong Kong to fund its artificial intelligence (AI) investments. The company issued 710 million new shares to raise $10.21 billion in what was the largest-ever primary follow-on ‌offering from a company listed in Hong Kong.
Alibaba priced the shares at an 8.4% discount to its last traded price in Hong Kong. To be sure, pricing the shares below the prevailing prices is a norm rather than an exception in such offerings, and in June, Alphabet (GOOG) (GOOGL) priced its shares at a discount of over 6% as it raised $80 billion in what was the biggest follow-on stock sale this year. Incidentally, even Berkshire Hathaway (BRK.A) (BRK.B), whose chair, Warren Buffett, is known for his value investing credentials, put $10 billion in that offering and overall put $17 billion in the search giant in Q2, which made it the conglomerate's third-biggest holding.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock

#kong

Applied Materials (AMAT) shares have fallen more than 34% from their 52-week high, largely reflecting profit-taking after a strong rally. While the stock has dropped significantly, the pullback has created an attractive entry point for investors.
The key reason for the bullish case is the strong AI-led demand environment. As AI adoption accelerates, semiconductor manufacturers are committing significant capital to developing more advanced chips and expanding production capacity. This investment cycle is creating a favorable demand environment for Applied Materials, whose equipment and engineering solutions are critical to semiconductor manufacturing.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock

#applied

Charter Communications, Inc. (CHTR) operates as a broadband connectivity and cable operator company serving residential and commercial customers. Valued at $17.9 billion by market cap, the company offers cable broadcasting, internet, voice, and mass media services.
Shares of this broadband giant have considerably underperformed the broader market over the past year. CHTR has declined 44% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.5%. In 2026, CHTR's stock fell 28.1%, compared to the SPX's 12.1% rise on a YTD basis.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock

#NVIDIA #earnings #broadband #charter

Intel (INTC) is having one of the biggest turnarounds in the semiconductor market. The stock has climbed roughly 140% in 2026, but now another potential catalyst is grabbing investors' attention: GPU prices are rising sharply.
Wedbush ****** yst Matt Bryson says Intel's Arc Pro B70 workstation GPU has seen price increases of as much as 48% across markets in roughly one month. The move highlights how rising memory costs are being passed through the hardware market.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock

#NVIDIA #earnings

With a market cap of $240.4 billion, KLA Corporation (KLAC) develops advanced equipment and services that enable innovation across the global electronics industry. Its process control and process-enabling solutions support the manufacturing of wafers, reticles, integrated circuits, advanced packaging and printed circuit boards, helping leading customers improve semiconductor manufacturing.
Shares of the Milpitas, California-based company have surpassed the broader market over the past 52 weeks. KLAC stock has surged 110.9% over this time frame, while the broader S&P 500 Index ($SPX) has gained 20.5%. Moreover, shares of the company have increased 51.4% on a YTD basis, compared to SPX's 12.1% rise.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock

#market #company

Amazon (AMZN) is turning its long-delayed drone-delivery dream into a much larger business. The company plans to expand Prime Air to nearly 500 U.S. cities and towns by the end of 2026, a sixfold increase from its current footprint. The move comes just weeks after Amazon delivered a powerful second-quarter earnings beat, giving investors another reason to watch AMZN stock closely.
The question now is whether the drone expansion gives AMZN stock another catalyst.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock

#Stock #earnings #comes #prime

Melbourne, Florida-based L3Harris Technologies, Inc. (LHX) is a global defense technology company. It develops mission-critical systems, communications, sensors, electronic warfare, ******* e, and surveillance technologies for government and defense customers, supporting national security, civil services, transportation safety, and other complex missions worldwide. The company has a market capitalization of approximately $49.7 billion.
Despite the rising geopolitical conflicts, shares of this defense technology giant have significantly underperformed the broader market over the past year. LHX has plunged 3.4% over this period, while the broader S&P 500 Index ($SPX) has rallied 20.5%. LHX has also declined 9.1% so far this year, well behind the S&P 500's 12.1% year-to-date gain.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week

#defense #earnings #market

With a market cap of $6.2 billion, The Trade Desk, Inc. (TTD) is a technology company that operates in the United States and internationally, specializing in digital advertising solutions. It enables advertisers and agencies to create, manage, and optimize data-driven campaigns across multiple formats such as connected TV (CTV), video, display, audio, and native ads on various devices.
Shares of the Ventura, California-based company have lagged behind the broader market over the past 52 weeks. TTD stock has decreased 74.8% over this time frame, while the broader S&P 500 Index ($SPX) has returned 18.4%. In addition, shares of the company are down 64.7% on a YTD basis, compared to SPX's 11.8% increase.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock

#Stock #data #broader

When Michael Burry decided to short Nvidia (NVDA), he wasn't betting against the company's technology. It was a bet against the AI financing structure and macroeconomic conditions. We know today that he is losing money on this bet as Nvidia inches toward its all-time highs. But Burry isn't sitting idle with his short position. He recently took to social media platform X, posting about a startup that could challenge Nvidia's dominance.
Here's what Burry's post is about. A small startup is making a big claim against Nvidia. Founded by a group of Harvard dropouts, Etched is building a chip called Sohu. What the chip does is run transformer models, the architecture behind most of today's artificial intelligence. By designing the chip to do only that, Etched says it can run AI inference far faster and cheaper than Nvidia's general-purpose GPUs. It recently raised money at a $21 billion valuation. But to see why challengers like Etched are emerging, it helps to understand how AI actually runs.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock

#burry

Investors are pulling back from CrowdStrike (CRWD) shares ahead of the cybersecurity firm's Q3 earnings scheduled for Aug. 26 after market close.
According to Barchart, consensus is for CRWD to record $0.05 in earnings per share (EPS) for its third financial quarter, representing a massive year-over-year improvement.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock

#NVIDIA

With a market cap of $86.9 billion, Elevance Health, Inc. (ELV) is a leading health benefits company that provides comprehensive health plans, pharmacy services, and healthcare solutions across the United States. Operating under the Anthem Blue Cross and Blue Shield, Wellpoint, and Carelon brands, it supports individuals and communities in leading healthier lives.
Shares of the health insurer have outperformed the broader market over the past 52 weeks. ELV stock has increased 27.6% over this time frame, while the broader S&P 500 Index ($SPX) has gained 18.3%. Moreover, the stock has risen 15.3% on a YTD basis, compared to SPX's 11.8% YTD rise.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock

#earnings #market #broader #united

The S&P 500 Index ($SPX) (SPY) is down by -0.27% today, the Dow Jones Industrial Average ($DOWI) (DIA) is up by +0.26%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down by -1.00%. E-mini S&P futures (ESU26) are down -0.26%, and September E-mini Nasdaq futures (NQU26) are down -1.05%.
Stock indices are mixed today, with the Nasdaq 100 falling to a 3-week low. The broader market is under pressure today amid the weakness in chipmakers and AI-infrastructure stocks. Also, weighing on market sentiment was the collapse of trade talks late last Friday between Canada and the US, prompting the US to apply a 50% tariff on about $20 billion of Canadian goods. Canada announced retaliation on US goods that will take effect on September 8.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock

#Stock #NVIDIA #earnings