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Large outdoor display shows a declining red stock price chart amid downtown office towers with pedestrians walking nearby.
August 13, 2026 12:35 PM ET

Asian Market Circuit Breakers Hit Stocks, Not AI Demand

Asian market halts and currency-driven sell-offs can drag down NVIDIA, Micron, Advantest, Arm, and IBM despite steady AI and semiconductor demand, creating potential valuation opportunities.

NASDAQ:NVDANASDAQ:MUOTCMKTS:ATEYY
Read Asian Market Circuit Breakers Hit Stocks, Not AI Demand
Riot Platforms logo overlaid on an aerial view of a large data center facility with adjacent electrical substation.
August 13, 2026 12:00 PM ET

Riot Platforms Re-Wires the Ledger for a $9B AI Power Play

Riot Platforms posted a $237.2M net loss, but a 20-year, $9.1B Anthropic data center lease at Rockdale signals its pivot from crypto mining to AI hosting infrastructure.

NASDAQ:RIOTNASDAQ:APLDNASDAQ:IREN
Read Riot Platforms Re-Wires the Ledger for a $9B AI Power Play
Nebius logo displayed on glass panel in a data center aisle lined with server racks.
August 13, 2026 11:25 AM ET

Nebius Just Exploded 34% on Blowout Earnings—Is It Time to Buy?

Nebius Group shares jumped 34% after Q2 revenue soared 454% year over year and ARR hit $3 billion, though the stock's roughly 130-times sales valuation raises questions for investors.

NASDAQ:NBIS
Read Nebius Just Exploded 34% on Blowout Earnings—Is It Time to Buy?
Joby Aviation electric vertical takeoff aircraft flying at sunset with the Joby logo displayed.
August 13, 2026 10:50 AM ET

Joby’s Defense Pivot Accelerates With $500M Resonant Sciences Deal

Joby Aviation shares fell after it unveiled a $500 million Resonant Sciences acquisition and $750 million equity facility, a defense pivot analysts say bolsters cash flow amid air-taxi certification costs.

NYSE:JOBYNYSE:TM
Read Joby’s Defense Pivot Accelerates With $500M Resonant Sciences Deal
Lumentum logo illuminated on a screen in a data center, with fiber optic cables connecting to server equipment.
August 13, 2026 10:15 AM ET

Lumentum Just Delivered the AI Growth Investors Wanted

Lumentum's fiscal Q4 2026 revenue grew over 110%, margins expanded, and guidance calls for 130% YOY growth, prompting analysts to affirm bullish price targets on LITE stock.

NASDAQ:LITE
Read Lumentum Just Delivered the AI Growth Investors Wanted
Ryman Hospitality Properties, Inc. logo overlaid on an aerial dusk view of downtown Nashville with the Ryman Auditorium and Gaylord Opryland.
August 13, 2026 9:40 AM ET

Ryman Checks Into a $1.38B Hospitality Upgrade

Ryman Hospitality Properties funded its $1.38 billion Grande Lakes Orlando acquisition with a stock offering and $700 million in notes, pressuring shares despite strong Q2 2026 results.

NYSE:RHP
Read Ryman Checks Into a $1.38B Hospitality Upgrade

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Axos Financial logo displayed between a smartphone banking app graphic and a contactless payment card on a digital network background.
August 13, 2026 9:05 AM ET

Axos Financial Keeps Proving the Digital Banking Model Works

NYSE:AX
Read Axos Financial Keeps Proving the Digital Banking Model Works
SpaceX logo overlaid on a rocket launching from a tower amid billowing exhaust clouds and flame.
August 13, 2026 8:30 AM ET

SpaceX’s First Earnings Report Only Made Wall Street More Divided

NASDAQ:SPCX
Read SpaceX’s First Earnings Report Only Made Wall Street More Divided
A white industrial container unit with the Plug logo stands outdoors near piping and storage tanks.
August 13, 2026 8:30 AM ET

Plug Power Charges Ahead: Margin Expansion Sparks a Rally

NASDAQ:PLUGNYSE:BLKOTCMKTS:IBDRY
Read Plug Power Charges Ahead: Margin Expansion Sparks a Rally
Storefront entrance of an Abercrombie & Fitch retail location, with clothing displayed on mannequins in the window displays.
August 13, 2026 7:55 AM ET

Abercrombie’s Comeback Is a Work in Progress

NYSE:ANFNYSE:AEONASDAQ:URBN
Read Abercrombie’s Comeback Is a Work in Progress
Roku logo with a remote control and a stylized television screen icon on a purple and black background.
August 13, 2026 7:20 AM ET

Roku's Ad Business Is Growing—These 3 Stocks Could Be Next

NASDAQ:PUBMNASDAQ:TTDNASDAQ:MGNI
Read Roku's Ad Business Is Growing—These 3 Stocks Could Be Next
Rendering of an electric vertical takeoff aircraft (eVTOL) on a rooftop landing pad above a city skyline.
August 13, 2026 6:45 AM ET

Cleared for Takeoff: Archer Aviation Changes the Math on eVTOL

NYSE:ACHRNYSE:BANYSE:JOBY
Read Cleared for Takeoff: Archer Aviation Changes the Math on eVTOL
Illuminated Voyager logo on a screen with a satellite orbiting Earth in the background.
August 13, 2026 6:10 AM ET

Voyager Technologies: Space Force Deal Fuels Growth Despite Heavy Cash Burn

NYSE:VOYGOTCMKTS:EADSFNASDAQ:PLTR
Read Voyager Technologies: Space Force Deal Fuels Growth Despite Heavy Cash Burn
Franco-Nevada logo displayed on a stone monument at a mining site during sunset.
August 13, 2026 5:35 AM ET

Franco-Nevada Earnings: Gold Is Rallying, But Does the Stock Even Care?

NYSE:FNV
Read Franco-Nevada Earnings: Gold Is Rallying, But Does the Stock Even Care?
General Electric (GE) logo displayed on glass panel with wind turbines and solar panels in the background.
August 12, 2026 1:00 PM ET

GE Vernova’s AI Power Boom Faces a Profit Test

NYSE:GEVNYSE:ETNNYSE:SMR
Read GE Vernova’s AI Power Boom Faces a Profit Test
Cardinal Health branded boxes on pallets sit amid automated conveyor systems in a distribution warehouse.
August 12, 2026 12:25 PM ET

Cardinal Health Earnings: Can Perfection Get Priced In Twice?

NYSE:CAHNYSE:MCKNYSE:COR
Read Cardinal Health Earnings: Can Perfection Get Priced In Twice?
Nebius logo illuminated in green and blue neon light within a server data center aisle.
August 12, 2026 11:50 AM ET

Nebius’ Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand

NASDAQ:NBIS
Read Nebius’ Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand
Embraer logo displayed among E195-E2 and Praetor aircraft parked near a hangar on an airfield.
August 12, 2026 11:15 AM ET

Legacy Jet Builders Stall While Embraer Accelerates to New Highs

NYSE:EMBJ
Read Legacy Jet Builders Stall While Embraer Accelerates to New Highs
The Intel logo centered on a metallic microchip circuit board.
August 12, 2026 10:40 AM ET

Intel’s Rally Gave It a $20 Billion Opportunity and Now Comes the Hard Part

NASDAQ:INTC
Read Intel’s Rally Gave It a $20 Billion Opportunity and Now Comes the Hard Part
Visa logo displayed beside a blue Visa-branded credit card with chip, near a smartphone on a dark surface.
August 12, 2026 10:05 AM ET

Visa’s AI Opportunity Is Hiding in Every Transaction

NYSE:V
Read Visa’s AI Opportunity Is Hiding in Every Transaction
A red On running shoe displayed on dark rocks with the On logo illuminated in the background.
August 12, 2026 9:30 AM ET

On Holding's Price Stumble May Be an Opening for a Company Built to Run

NYSE:ONON
Read On Holding's Price Stumble May Be an Opening for a Company Built to Run
TSMC logo displayed on a wall between robotic arms handling silicon wafers in a semiconductor cleanroom.
August 12, 2026 9:30 AM ET

TSMC's 44.7% Sales Surge Signals the AI Boom Is Still Alive

NYSE:TSM
Read TSMC's 44.7% Sales Surge Signals the AI Boom Is Still Alive
CoreWeave logo over rows of server racks in a data center, highlighting AI cloud and GPU infrastructure.
August 12, 2026 8:55 AM ET

CoreWeave's $129 Billion AI Backlog Changes the Bull Case

NASDAQ:CRWV
Read CoreWeave's $129 Billion AI Backlog Changes the Bull Case
A Tesla electric vehicle with a sleek, futuristic design parked on a city street at night.
August 12, 2026 8:20 AM ET

Tesla's Robotaxi Reality Check: Time to Deliver

NASDAQ:TSLANYSE:MSNASDAQ:SPCX
Read Tesla's Robotaxi Reality Check: Time to Deliver
Hims & Hers Health branded product packaging displayed on a table, including bottles labeled
August 12, 2026 7:45 AM ET

Hims & Hers’ Revenue Beat Came With a Profitability Problem

NYSE:HIMSNYSE:NVO
Read Hims & Hers’ Revenue Beat Came With a Profitability Problem
Nuclear power plant with two cooling towers emitting steam, a reactor dome, and nearby electrical transmission towers by a river.
August 12, 2026 7:10 AM ET

A Westinghouse IPO Could Reset the Nuclear Stock Conversation

NYSE:CCJNYSE:SMRNYSE:FLR
Read A Westinghouse IPO Could Reset the Nuclear Stock Conversation
Fastly logo illuminated in red, set between rows of server racks in a data center corridor.
August 12, 2026 6:35 AM ET

Fastly’s Q2 Rally Shows Investors Are Buying the Edge AI Turnaround

NASDAQ:FSLYNYSE:NET
Read Fastly’s Q2 Rally Shows Investors Are Buying the Edge AI Turnaround
Interior hallway of an AMC movie theater with illuminated AMC logo, film posters, and showtime screens for numbered auditoriums.
August 12, 2026 6:00 AM ET

Paramount’s 30-Film Promise Puts AMC Back in the Box Office Conversation

NASDAQ:WBDNYSE:AMCNASDAQ:PSKY
Read Paramount’s 30-Film Promise Puts AMC Back in the Box Office Conversation
Smartphone displaying the DraftKings logo beside a football, basketball, cash, and a neon Bet Live Now sign.
August 12, 2026 5:25 AM ET

DraftKings’ Predictions Push Could Be the Bet That Matters Most

NASDAQ:DKNG
Read DraftKings’ Predictions Push Could Be the Bet That Matters Most
Atlassian logo displayed on an illuminated glass panel in a blue-lit setting with a cloud icon in the background.
August 11, 2026 12:00 PM ET

Atlassian Just Pulled Off the Software Comeback Wall Street Wanted

NASDAQ:TEAM
Read Atlassian Just Pulled Off the Software Comeback Wall Street Wanted

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