The Wire
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.
Aeva Technologies (AEVA) stock is surging after the lidar maker landed its first AI data center customer
Aeva's stock spiked as much as 45% Thursday, then settled near a 32% gain, after the automotive lidar maker announced a pivot into supplying optical hardware for AI data centers, alongside a still deeply unprofitable Q2.
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.
SK Hynix reached a $70 billion cash target in four months. It denied a report that shareholders would receive a similar amount.
SK Hynix set a 100 trillion won ($70B USD) net cash target in March and reached it by summer. A June report said it would return a similar amount to shareholders, and the company denied it. Analysts are now landing near the same number anyway.
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.
Samsung and SK Hynix (SKHY) said they will expand shareholder returns. Neither gave a number, and SK Hynix fell 7% in Thursday's first hour.
Both companies sent statements to Reuters on Wednesday, a day after the US rule that had kept SK Hynix quiet since its Nasdaq listing expired. SK Hynix said a concrete plan is coming by the end of the year. Samsung named no date at all. Seoul had already priced in more than that.
ProPetro Holding (PUMP) director Larry Lawrence sold 35,831 shares. The number wasn't random. It was his exact balance from last October.
Two ProPetro insiders sold on the same afternoon. The director's 35,831 shares are the exact balance he was carrying before his restricted stock vested in May, so he sold the old block and kept the new one.
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.
Korea’s Kosdaq fell below 800 and left 307 companies facing delisting. Four sessions later it was up 24%.
Two weeks ago the Kosdaq was under 800 with 307 companies facing delisting tests. It has now risen 24% in four sessions, and on three of them the buying was fast enough that the Korea Exchange froze program orders, something that has never happened three days in a row before.
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.
I let Claude AI trade $100 on Robinhood, week 7: It wrote a longer risk memo than the trade was worth
Claude AI ran five-minute bars on four stocks, caught an earnings call that had been quietly postponed, computed a risk-reward ratio and wrote a memo against its own trade. Then it bought four shares of a battery company and went red in twenty minutes.
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.
Musk says memory demand grows 200% a year against 20% supply. The new Micron (MU) and SK Hynix (SKHY) plants open in 2027 and 2028
Elon Musk did the memory math out loud on SpaceX's call: supply up 20% a year, demand up 200%. Microsoft put $25 billion of its capex on memory and Amazon named it too. The plants that would fix it open in 2027 and 2028.
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.
Korean media says Apple (AAPL) asked CXMT for cheaper memory. CXMT quoted more than Samsung and SK Hynix (SKHY)
Digital Daily reported on August 5 that Apple asked China's CXMT to lower its price on LPDDR5X mobile memory and was refused. CXMT quoted the same as Samsung Electronics and SK Hynix, or higher, and the floor under ordinary memory prices held.
Leopold Aschenbrenner sold 11.5 million Core Scientific (CORZ) shares below the Aug. 3 low. The stock closed up 10%.
Leopold Aschenbrenner's Situational Awareness sold 11,519,078 Core Scientific (CORZ) shares in two block trades on Aug. 3 at an average near $19.59, both priced under the session low. The stake fell to 4.4% from 8.1%, which ends the reporting obligation. He still holds 14,089,395 shares.
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.
Aehr Test Systems (AEHR) director bought 20,000 shares at $15.50. He just filed to sell the same block near $109.
Fourteen insiders filed notices to sell stock on Tuesday. Thirteen were selling shares the company gave them. The fourteenth, a director at Aehr Test Systems, was selling 20,000 shares he bought himself at $15.50 two years ago.
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.