Articles by Dennis Singleton
Page 4 of 12
Michael Burry shorted Oracle (ORCL) at $144.63 and Nebius (NBIS) at $211.77. This time it's the stock, not puts.
Michael Burry shorted Oracle at $144.63 and Nebius at $211.77 on August 6, this time selling the shares short instead of buying puts. His argument: their AI-era earnings are inflated by understated chip depreciation.
Cathie Wood bought nearly $20 million of SpaceX (SPCX) as it crashed 13.6%. She hasn't sold a share since June.
Cathie Wood's ARK Invest bought 181,830 SpaceX shares on Aug. 5, about $20 million, the day the stock fell 13.6% to $108.27, and funded it by trimming Roblox, Palantir and Shopify. ARK has put over $475 million into SPCX since June and hasn't reported selling a share.
The $5.5 billion optics startup in this week's headlines already has a public partner: POET Technologies (POET)
Lumilens emerged from stealth at a $5.5 billion valuation. POET Technologies (POET) is the public company that signed in May to build its optical engines, a $50 million order that can scale to $500 million.
Why T1 Energy (TE) stock is surging on the polysilicon tariff (Aug. 6, 2026)
The White House said Trump will impose a 15% tariff and minimum import prices on polysilicon and its derivatives. T1 Energy (TE) round-tripped a 15% spike, then rose after hours on the confirmation.
How to buy Sivers Semiconductors stock (SIVEF) from the US, and the broker that won't sell it to you
SIVEF is Sivers Semiconductors' ticker for US brokerage accounts, but Robinhood doesn't carry it. Here is which brokers do, how the OTC price compares to the Stockholm shares, and the silver ETF ticker easy to mix it up with.
Alphabet (GOOGL) is borrowing $25 billion more for AI. Bond investors are charging more for it than a week ago. (Aug. 6, 2026)
Alphabet launched a new $25 billion bond sale Thursday, its third of the year. GOOGL barely moved, but hyperscaler bond spreads widened, a signal from credit investors that the stock market hasn't caught up to yet.
SpaceX's 911 million share unlock landed today. The stock rose, and the rest of the space trade rallied harder.
SpaceX's 911.5 million share unlock landed today and the stock rose anyway. Fourteen other space stocks rallied harder, from Rocket Lab's new Space Force deal to Voyager's raised guidance.
Datadog (DDOG) beat every number Wall Street asked for. The stock sank anyway.
Datadog beat Q2 estimates on revenue and adjusted profit and raised full-year guidance, and shares still fell as much as 19.5% in premarket trading. The stock had run almost 200% since February, and net additions of large customers slowed.
Hudson Technologies (HDSN) lost a $210 million defense contract to a protest in January. The DLA just awarded it again.
The Defense Logistics Agency re-awarded Hudson Technologies a $210.4 million industrial gas contract on August 5, eight months after a competitor's bid protest voided the original award.
SoundHound AI (SOUN) revenue rose 45% to a record $61.9 million and beat by $9 million. The stock gained 13% after hours.
SoundHound reported second quarter revenue of $61.9 million, up 45% and $9.5 million above consensus, with a $0.02 non-GAAP loss against the $0.06 expected. It raised the floor of full-year guidance to $230 million and the stock traded up 13.6% after hours.
SharonAI (SHAZ) signed its third cloud deal of the year. It took the smallest one to make the stock go up.
SharonAI’s third cloud deal of 2026 is its smallest, and the first the stock rose on. The five-year, $373 million contract deploys 2,048 Nvidia B300 GPUs in Australia for an unnamed AI platform.
Jane Street's short in Sivers Semiconductors (SIVEF) is gone from the public list. D.E. Shaw's isn't.
Jane Street's disclosed short position in Sivers Semiconductors (SIVEF) fell back below Sweden's 0.5% threshold on August 5, one day after it was first named. D.E. Shaw's 0.62% short is still public. Total reported short interest is 3.13% of shares.
Anthropic is building AI chips and paying up to $850,000 to teach Claude how to design them.
Anthropic confirmed Wednesday it is building an in-house Custom Silicon team for Claude, the first time it has said so publicly. The job listings pay $320,000 to $485,000 for the chip designers and $500,000 to $850,000 for the researcher teaching Claude to do the design work.
CoreWeave (CRWV) secured priority SSD supply from SK Hynix's Solidigm in a multi-year deal, but key terms weren't disclosed.
CoreWeave announced a multi-year agreement with Solidigm for priority access to enterprise SSD capacity. The release carried no dollar value, no term length and no capacity figure, which is not how CoreWeave's $21 billion Meta agreement read. Enterprise SSD contract prices rose about 80% in the first quarter.
Texas froze new data center grid connections pending an audit of 474 gigawatts in requests. Bernstein says Cipher (CIFR) and CleanSpark (CLSK) are the most exposed.
Governor Greg Abbott ordered the PUCT and ERCOT to audit every data center seeking a grid connection, and new approvals are frozen until it is done. Bernstein says already-approved megawatts just got more valuable, and named Cipher (CIFR), CleanSpark (CLSK) and Core Scientific (CORZ) as the most exposed.
Rigetti (RGTI) and D-Wave (QBTS) report earnings Thursday. Rigetti's last profit was a warrant revaluation.
D-Wave reports Thursday morning and Rigetti Thursday afternoon, with IonQ going first on Wednesday. The Street wants about $4 million of revenue from D-Wave and $5 million from Rigetti, against market caps of $8.1 billion and $5.8 billion.
Sivers Semiconductors (SIVEF) jumped on a US plan to block Chinese transceivers. Sivers supplies the lasers inside them.
SIVE closed up 18.86% in Stockholm and the US line finished at $3.90, up 17.1%. Sivers announced nothing Tuesday. The connection runs through Jabil, which said in April it plans to build a 1.6T transceiver module using Sivers' DFB lasers, with no customer or revenue date disclosed.
Constellation Energy (CEG) reports Thursday with the stock 35% below its 52-week high
Constellation Energy reports second quarter results Thursday morning, with full-year guidance of $11.00 to $12.00 a share affirmed in May. The stock trades about 35% below its October high, and the wider AI power group fell again Tuesday.
Anthropic is paying $10 billion over six years for compute at a Norway data center owned by bitcoin miner Bitdeer (BTDR). The startup reselling it was founded in January.
Anthropic will pay $10 billion over six years for capacity at a hydro-powered Norway campus, Bloomberg reported. Bitdeer signed a separate 16-year, $4.7 billion lease with the seven-month-old startup running the site.
Zebra Technologies (ZBRA) rose 18% on record results. A $73 million tariff refund did most of the margin work.
Zebra beat by $1.99 a share and raised full year guidance. The quarter also carried $73 million of IEEPA tariff recoveries booked into gross profit, and the company guided next quarter's margin nearly 6 points lower.
T1 Energy (TE) jumped 19% on a 641 MW Clearway order. First Solar (FSLR) rose 10% the same day.
T1 Energy closed up 18.7% Monday after signing Clearway for 641 MW of solar modules. Solar stocks rallied across the board behind First Solar's earnings beat.
Palantir (PLTR) grew revenue 93%, raised its full-year forecast by $500 million, and is still a third below its high.
Palantir reported second quarter revenue of $1.935 billion, up 93% from a year earlier, and adjusted earnings of $0.41 a share. It raised full year revenue guidance by about $500 million. Shares were up more than 8% in early after-hours trading.
A drone motor costs $12 from China and $100 from America. The Pentagon just committed $820 million to close the gap.
The Pentagon committed $1.3 billion to drones last week and none of it reached the stocks that rallied. The $820 million loan went to privately held Performance Drone Works, and it was for motors, batteries and control electronics rather than aircraft. The majority of drones on the Pentagon's own approved list still run Chinese motors, because a Chinese one costs $12 and an American one costs $100.
The AI trade rallied Monday. Memory fell as much as 8% at the open even as chip prices kept rising.
Micron (MU) has lost a third of its value since June 25 and SanDisk nearly half. CoreWeave and Vertiv fell about half as far, and Nvidia rose. Memory contract prices never fell. What changed is the rate of increase, which went from 93-98% a quarter to a forecast 13-18%.