MIDNIGHT_TRADER21:2814m ago
Coherent Starts Supplying New Heat-Management Material for AI Chips | 05:28 PM EDT, 08/17/2026 (MT Newswires) -- Coherent (COHR) has begun supplying a new heat-management material to AI chipmakers, moving the technology from internal development to customer testing. The 300mm wafers are designed to…
TECH/AI / AI & SEMICONDUCTORS
GLOBE_NEWS_WIRE20:051h agobullish
Coherent Begins Customer Sampling of 300mm High Thermal Conductivity Silicon Carbide Substrates for AI Infrastructure | SAXONBURG, Pa., Aug. 17, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, today announced that it has begun sampling of its 300mm high thermal c…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA19:531h agobullish
Nvidia Is the Best S&P 500 Stock of the Past 10, 15, 20 Years — but 4 Stocks Beat It Over the Past 5 Years | 3:53 PM EDT, August 17, 2026 (Benzinga Newswire) NVIDIA Corp (NASDAQ:NVDA) stock has been one of the top gainers over the past five years, with the company becoming the ninth public company…
TECH/AI / AI & SEMICONDUCTORS
GLOBE_NEWS_WIRE19:022h agobullish
AI/R Compass UOL Named Amazon Quick SI Partner by AWS Generative AI Innovation Center | SAN FRANCISCO, Aug. 17, 2026 (GLOBE NEWSWIRE) -- AI/R Compass UOL, a subsidiary of AI/R—a technology company specialized in agentic AI—has been named as an Amazon Quick SI Partner by the AWS Generative AI Innova…
TECH/AI / AI & SEMICONDUCTORS
DOW_JONES18:582h agobullish
MW SpaceX's stock is rising, and that's a good sign for Nvidia and Google | Some big names saw sizable paper gains on their SpaceX stakes when the stock went public, but trading has been volatile since then SpaceX stock is now trading above the company's initial public offering price. But most shar…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA18:413h ago
Shares of semiconductor companies are trading higher. Nvidia's $105 billion of an Ohio data center and comments regarding OpenAI commitments of approximately $600 billion for its compute capacity may help support the demand outlook across the sector. |
TECH/AI / AI & SEMICONDUCTORS
DOW_JONES18:333h agobullish
Nvidia's Huang Says OpenAI Data Center Could Generate $600 Billion in Revenue -- Barrons.com | Nvidia stock was edging up Monday. Shareholders looked to be cautiously welcoming the chip maker's plan to support OpenAI's huge data-center investment. The shares were up 0.3% at $225.85 in mid-afternoon…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA17:374h agobullish
Anthropic's Revenue Jumps 14x; Chinese AI Targets Nvidia's Moat | 1:37 PM EDT, August 17, 2026 (Benzinga Newswire) AI Gets Even Hotter Please click here for an enlarged chart of Invesco QQQ Trust Series 1 (NASDAQ:QQQ). Note the following: The chart shows QQQ is approaching the low band of zone 1 (r…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA17:224h agobullish
Nvidia-OpenAI Deal Isn't 'Circular Financing,' Says Jensen Huang, Sees $600B Compute Opportunity | 1:22 PM EDT, August 17, 2026 (Benzinga Newswire) Nvidia (NASDAQ:NVDA) CEO Jensen Huang pushed back Monday on the “circular financing” label for Nvidia’s support of OpenAI’s massive Ohio AI buildout. “…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA17:014h ago
Shares of SpaceX are trading higher after multiple institutional investors disclosed multibillion-dollar stakes in 13F filings last week, including Google, Nvidia, Harvard Management, Saudi Arabia’s Public Investment Fund, Peter Thiel's Founders Fund, Fidelity Investments, Gigafund Management and B…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA16:415h agobullish
Dan Loeb Exits Nvidia, Meta And Broadcom — Bets Big On Warner Bros. Discovery | 12:41 PM EDT, August 17, 2026 (Benzinga Newswire) Hedge fund billionaire Daniel Loeb significantly reshuffled positions at Third Point LLC in the second quarter of 2026. The investor removed several mega-cap and technol…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA16:125h agobullish
SpaceX Stock Is Everywhere: Google, Nvidia, AMD, Harvard Disclose Stakes | 12:12 PM EDT, August 17, 2026 (Benzinga Newswire) Space Exploration Technologies Corp.‘s (NASDAQ:SPCX) Nasdaq debut turned Elon Musk‘s rocket company into one of the most widely disclosed names in the current round of 13F fi…
TECH/AI / AI & SEMICONDUCTORS
DOW_JONES16:005h agobullish
MW Apple's stock could rise 30% if it strikes an Nvidia deal for AI, this analyst says | A Rothschild analyst suggests Apple could improve upon its 'subpar' AI efforts by deploying Nvidia's open-source models Apple currently has an AI partnership with Google, but a Rothschild analyst thinks an Nvid…
TECH/AI / AI & SEMICONDUCTORSECONOMY & JOBS / STRIKE/LABOR
BENZINGA15:555h agobullish
Micron’s AI Boom Could Unlock a $640 Billion Cash Flow Machine, But the Market Barely Sees It | 11:55 AM EDT, August 17, 2026 (Benzinga Newswire) Micron Technology Inc. (NASDAQ:MU) could generate more than $640 billion in cumulative free cash flow through fiscal 2030 under a scenario modeled by Ban…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA15:525h agobullish
Nvidia Could Become the ‘Federal Reserve Of AI,’ Gavin Baker Says: Will ‘Dark GPUs’ Become Its First Test? | 11:52 AM EDT, August 17, 2026 (Benzinga Newswire) Nvidia (NASDAQ:NVDA) is building what could become the “Federal Reserve of AI,” Atreides Management CIO Gavin Baker said on Friday’s All-In…
MACRO & CENTRAL BANKS / FED/RATESTECH/AI / AI & SEMICONDUCTORS
MIDNIGHT_TRADER15:485h agobullish
Top Midday Stories: Nvidia Investing $1.5 Billion in SB Energy; L3Harris Names Sam Mehta as CEO, Replacing Christopher Kubasik | 11:48 AM EDT, 08/17/2026 (MT Newswires) -- The Nasdaq Composite was up, while the Dow Jones Industrial Average and S&P 500 Index were down in late-morning trading Monday,…
EXECUTIVE CHANGES / CEO APPOINTEDTECH/AI / AI & SEMICONDUCTORS
DOW_JONES15:036h agobullish
Nvidia's Huang Says OpenAI Data Center Could Generate $600 Billion in Revenue -- Barrons.com | Nvidia stock was edging up early Monday. Shareholders looked to be cautiously welcoming the chip maker's plan to support OpenAI's huge data-center investment. The shares were up 0.5% in early trading. The…
TECH/AI / AI & SEMICONDUCTORS
DOW_JONES15:026h agobullish
Nvidia's Huang Says OpenAI Data Center Could Generate $600B in Revenue -- Barrons.com | Nvidia stock was edging up early Monday. Shareholders looked to be cautiously welcoming the chip maker's plan to support OpenAI's huge data-center investment. The shares were up 0.5% in early trading. The stock…
TECH/AI / AI & SEMICONDUCTORS
MIDNIGHT_TRADER14:397h ago
Nvidia Blackwell Demand Uptrend to Drive a Q2 Beat and Raise, Morgan Stanley Says | 10:39 AM EDT, 08/17/2026 (MT Newswires) -- Nvidia (NVDA) Blackwell demand uptrend will drive a fiscal Q2 beat and raise, but it is less likely to be a catalyst as the drivers of more significant multiple expansion a…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA14:327h agobullish
NVIDIA’s Ohio AI Megadeal: OpenAI, 8 GW of Compute and a $1.5 Billion SB Energy Bet | 10:32 AM EDT, August 17, 2026 (Benzinga Newswire) NVIDIA Corp (NASDAQ:NVDA) stock gained by almost half a percent on Monday as traders stay selective in mega-cap tech while the broader tape is mixed. The Nasdaq is…
TECH/AI / AI & SEMICONDUCTORS
MIDNIGHT_TRADER14:317h agoneutral
Nvidia Among Investors Backing $350 Million Funding Round for Groq | 10:31 AM EDT, 08/17/2026 (MT Newswires) -- Nvidia (NVDA) is expected to be among the investors backing a $350 million series A funding round for Groq, giving the artificial intelligence startup a $3.5 billion valuation, Groq said…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA14:307h agobullish
$1000 Invested In Taiwan Semiconductor 20 Years Ago Would Be Worth This Much Today | 10:30 AM EDT, August 17, 2026 (Benzinga Newswire) Taiwan Semiconductor (NYSE:TSM) has outperformed the market over the past 20 years by 11.96% on an annualized basis producing an average annual return of 21.32%. Cu…
TECH/AI / AI & SEMICONDUCTORS
DOW_JONES14:137h agobearish
Stock Markets Risk Correction after AI Boom, ECB Blog Says -- Market Talk | 1413 GMT - With stock-market valuations sky-high as investors make big bets on artificial-intelligence technology, a market correction looks probable, European Central Bank economists say in a blogpost. The rally in the tec…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA14:047h agobearish
'Nvidia To Invest $100B For OpenAI Data Centre In Ohio' - Financial Times | 10:04 AM EDT, August 17, 2026 (Benzinga Newswire) https://www.ft.com/content/82a4b183-7201-4789-95b7-e39e81c827bc?syn-25a6b1a6=1 Write to Benzinga at editorial@benzinga.com
TECH/AI / AI & SEMICONDUCTORS
DOW_JONES14:037h agobullish
Sandisk, Micron, Nvidia, SpaceX, Amazon, L3Harris, and More Stocks That Explain Today's Market -- Barrons.com | Stocks were mostly lower Monday as the dog days of summer have arrived. Investors, however, were still loading up on some artificial-intelligence stocks to kick off what could be a quiet…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA13:597h agobullish
Trane Tech and Eaton Plug Into Nvidia AI Data Center Boom | 9:59 AM EDT, August 17, 2026 (Benzinga Newswire) Trane Technologies plc (NYSE:TT) on Monday disclosed a collaboration with Eaton Corporation (NYSE:ETN) for an integrated design for the NVIDIA DSX AI Factory Reference Design. The company ai…
TECH/AI / AI & SEMICONDUCTORS
PR_NEWS_WIRE13:597h agobullish
Lightera Announces Global Manufacturing Expansion to Support Growing AI Infrastructure Demand | NORCROSS, Ga., Aug. 17, 2026 /PRNewswire/ -- Lightera today announced plans to significantly expand its global manufacturing capacity for optical fiber and optical fiber cable to support accelerating dem…
TECH/AI / AI & SEMICONDUCTORS
PR_NEWS_WIRE13:547h agobullish
TRM Launches Enterprise AI Practice to Help Asset-Intensive Organizations Operationalize Artificial Intelligence | New TRM capabilities help organizations connect enterprise AI strategies with asset management to enhance human decision-making, streamline execution, and improve the performance, reli…
TECH/AI / AI & SEMICONDUCTORS
MIDNIGHT_TRADER13:338h agobullish
Nvidia to Invest $1.5 Billion in SB Energy, Supply AI Compute for Ohio Data Center | 09:33 AM EDT, 08/17/2026 (MT Newswires) -- Nvidia (NVDA) said Monday it is investing $1.5 billion in SB Energy to support its growth as an artificial intelligence infrastructure developer. The chipmaker has entered…
TECH/AI / AI & SEMICONDUCTORS
GLOBE_NEWS_WIRE13:008h agobullish
Seedless Brings Synthetic Legal Data for Testing and Building AI Tools to ILTACON 2026 Startup Hub | PHILADELPHIA, Aug. 17, 2026 (GLOBE NEWSWIRE) -- Seedless, which generates realistic synthetic data for the legal market, today announced its selection for the ILTACON 2026 Startup Hub. At ILTACON, S…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA12:538h ago
NVIDIA Says OpenAI Committed To Substantial Deployments Of NVIDIA AI Infrastructure Through 2030; Each Generation Of NVIDIA AI Factory Systems Deployed At Ports-Pike Could Represent About 1.5M NVIDIA GPUs, Or About $150B To $200B In NVIDIA Revenue; Guarantee At Ports-Pike Effective In Phases As Dat…
TECH/AI / AI & SEMICONDUCTORS
MIDNIGHT_TRADER12:518h agobullish
--Nvidia to Invest $1.5 Billion in SB Energy as Part of Partnership Agreement | 08:51 AM EDT, 08/17/2026 (MT Newswires) -- http://www.mtnewswires.com Copyright © 2026 MT Newswires. All rights reserved. MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.
TECH/AI / AI & SEMICONDUCTORS
DOW_JONES12:488h agobullish
OpenAI Locks In Lease for Huge Data Center in Ohio With Backing From Nvidia -- WSJ | OpenAI has signed a 10-gigawatt data-center deal in Ohio with SoftBank's SB Energy that's partly backed by Nvidia, a project expected to become one of the largest artificial-intelligence hubs to date. The deal is b…
TECH/AI / AI & SEMICONDUCTORS
DOW_JONES12:468h agobullish
Nvidia Rows Back on $250 Billion OpenAI Pledge and the Stock Rises -- Barrons.com | Nvidia stock was edging up early Monday. Shareholders might be reassured the chip maker is moderating its financial support for ChatGPT-developer OpenAI and its huge data-center investments. The shares were up 0.7%…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA12:448h agoneutral
'Groq Valued at $3.5 Billion in Funding Round After Nvidia Deal' - Bloomberg News | 8:44 AM EDT, August 17, 2026 (Benzinga Newswire) https://www.bloomberg.com/news/articles/2026-08-17/groq-valued-at-3-5-billion-in-funding-round-after-nvidia-deal Write to Benzinga at editorial@benzinga.com
TECH/AI / AI & SEMICONDUCTORS
BENZINGA12:448h agoneutral
'Groq Valued at $3.5 Billion in Funding Round After Nvidia Deal' - Bloomberg | 8:44 AM EDT, August 17, 2026 (Benzinga Newswire) https://www.bloomberg.com/news/articles/2026-08-17/groq-valued-at-3-5-billion-in-funding-round-after-nvidia-deal Write to Benzinga at editorial@benzinga.com
TECH/AI / AI & SEMICONDUCTORS
Etftrends12:399h ago
AI Infrastructure Trade Still Alive. Seize It with SOXL |
TECH/AI / AI & SEMICONDUCTORS
BENZINGA12:399h agobullish
Nvidia Secures Land, Power And Shell Capacity To Host Compute Capacity Via Partnership With SB Energy At The PORTS-Pike Technology Campus In Ohio For Customer OpenAI | 8:39 AM EDT, August 17, 2026 (Benzinga Newswire) SB Energy will build, own and operate the data center under a 20-year lease to Ope…
TECH/AI / AI & SEMICONDUCTORS
GLOBE_NEWS_WIRE12:339h agobullish
NVIDIA Guarantees SB Energy's PORTS-Pike Technology Campus in Ohio to Exclusively Host NVIDIA AI Compute | News Summary: NVIDIA will be the exclusive AI compute infrastructure provider at PORTS-Pike. NVIDIA to provide credit support on land, power, and shell buildout to secure initial 4.25 IT-GW, w…
TECH/AI / AI & SEMICONDUCTORS
GLOBE_NEWS_WIRE12:309h agobullish
Trinity Biotech’s Trinovium Subsidiary Agrees to Collaborate with Echelon Data Centres to Develop Advanced Liquid Cooling Solutions for AI Infrastructure | - Collaboration with leading hyperscale data center company will support Trinovium's technical and commercial readiness through development of…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA12:179h agobullish
VivoPower Board Approves Creation Of Separate, Independent Singapore-Based AI Infrastructure Firm | 8:17 AM EDT, August 17, 2026 (Benzinga Newswire) VivoPower PLC (NASDAQ:VIVO) ("VivoPower" or the "Company"), a B Corp-certified global developer and owner of powered land and data center infrastructu…
REGULATORY & CLINICAL / FDA/APPROVALTECH/AI / AI & SEMICONDUCTORS
GLOBE_NEWS_WIRE12:159h agobullish
VivoPower Approves Independent Listing of 2.2GW Non-Nordic AI Infrastructure Platform, Transferring Capital Expenditure Requirements Whilst Retaining De Facto Control | VivoPower team has assembled a non-Nordic portfolio and pipeline in excess of 2.2GW across the GCC and ASEAN regions through sover…
REGULATORY & CLINICAL / FDA/APPROVALTECH/AI / AI & SEMICONDUCTORS
BENZINGA12:049h agobearish
Jim Cramer Slams Trump Team for Blocking Nvidia’s China Chip Sales: ‘So Ill-Advised’ as Beijing Pushes for AI Dominance | 8:04 AM EDT, August 17, 2026 (Benzinga Newswire) CNBC’s Jim Cramer criticized the Donald Trump administration’s decision to block Nvidia Corp.’s (NASDAQ:NVDA) advanced chip sale…
TECH/AI / AI & SEMICONDUCTORS
GLOBE_NEWS_WIRE12:009h agobullish
Fobi AI Launches FORTRESS, a Sovereign AI Platform for Secure, Enterprise Owned Intelligence | Vancouver, BC, Aug. 17, 2026 (GLOBE NEWSWIRE) -- Fobi AI Inc. (TSXV: FOBI) (Pink: FOBIF) (“Fobi” or the “Company”), an enterprise technology company delivering artificial intelligence, intelligent automat…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA11:549h agobearish
Cantor Fitzgerald Reiterates Neutral on ON Semiconductor, Maintains $110 Price Target | 7:54 AM EDT, August 17, 2026 (Benzinga Newswire) Cantor Fitzgerald analyst Matthew Prisco reiterates ON Semiconductor (NASDAQ:ON) with a Neutral and maintains $110 price target. Write to Benzinga at editorial@be…
ANALYST ACTIONS / TARGET/MAINTAINTECH/AI / AI & SEMICONDUCTORS
BENZINGA10:2711h agobullish
Stripe Nears $7 Billion-Plus OpenRouter Acquisition as Payments Giant Deepens AI Push: Report | 6:27 AM EDT, August 17, 2026 (Benzinga Newswire) Stripe is reportedly nearing a deal to acquire OpenRouter for more than $7 billion, marking one of the payments giant’s biggest moves yet into artificial…
M&A / ACQUISITIONTECH/AI / AI & SEMICONDUCTORS
BENZINGA09:5811h agobullish
Evaluating Broadcom Against Peers In Semiconductors & Semiconductor Equipment Industry | 5:58 AM EDT, August 17, 2026 (Benzinga Newswire) Amidst today's fast-paced and highly competitive business environment, it is crucial for investors and industry enthusiasts to conduct comprehensive company…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA09:5811h agobullish
Understanding NVIDIA's Position In Semiconductors & Semiconductor Equipment Industry Compared To Competitors | 5:58 AM EDT, August 17, 2026 (Benzinga Newswire) In today's fast-paced and competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze…
TECH/AI / AI & SEMICONDUCTORS
MIDNIGHT_TRADER08:5112h agoneutral
Nvidia Discloses Multi-Billion-Dollar Stakes in Intel, SpaceX in Filing | 04:51 AM EDT, 08/17/2026 (MT Newswires) -- Nvidia (NVDA) has reported a $29.99 billion stake in Intel (INTC) and a $20.98 billion stake in Space Exploration Technologies (SPCX) as of June 30, according to a Form 13F filed Fri…
TECH/AI / AI & SEMICONDUCTORS
DOW_JONES08:3113h agobullish
Semiconductor Manufacturing International Stock Advances 6.1% in Hong Kong | This article was automatically generated by Dow Jones using technology from Automated Insights. Shares of Semiconductor Manufacturing International Corp. rose 6.1% to 75.15 Hong Kong dollars on what proved to be an all-aro…
TECH/AI / AI & SEMICONDUCTORS
MIDNIGHT_TRADER08:1913h agobullish
Market Chatter: Nvidia, OpenAI Close in on Deal for Ohio Data Center | 04:19 AM EDT, 08/17/2026 (MT Newswires) -- Nvidia (NVDA) and OpenAI are closing in on a deal to finance a data center in Ohio, but have reworked the structure so that Nvidia's financial guarantee for the project would be lowered…
TECH/AI / AI & SEMICONDUCTORS
MIDNIGHT_TRADER08:1113h agobullish
Market Chatter: Nvidia Discussing $3 Billion Investment SB Energy's OpenAI Ohio Data Center | 04:11 AM EDT, 08/17/2026 (MT Newswires) -- Nvidia (NVDA) is taking part in discussions to invest up to $3 billion in SB Energy, a Softbank-backed firm building an Ohio data center for Microsoft-backed (MSF…
TECH/AI / AI & SEMICONDUCTORS
BENZINGA06:2215h ago
Reported Sunday, Cognizant To Support Implementation Of Benchling's AI Platform At Kyowa Kirin's Tokyo And Fuji Research Parks In Jap |
TECH/AI / AI & SEMICONDUCTORS
PR_NEWS_WIRE06:0915h agobullish
Seeing Machines launches Physical AI Platform to power the next generation of humanoid robots | New platform builds on proven automotive leadership to enable safe, intuitive human-machine interaction CANBERRA, Australia, Aug. 17, 2026 /PRNewswire/ -- Seeing Machines Limited (AIM: SEE), the advanced…
TECH/AI / AI & SEMICONDUCTORS