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News

Data center server racks symbolize AI startup IPO valuation and investor focus on costs and revenue
NEWS

Anthropic eyes IPO at near $2tn value

AI startup courts investors amid lofty valuation bets, worries over costs and revenue, and rival product squeezing prices.

August 13, 2026

·3 min read
Market brief calendar for August 12
MARKET BRIEF

Market Brief — August 12, 2026

July CPI remained above target despite slowing gains, and CoreWeave's beat and guidance triggered a rally in AI and semiconductor stocks.

SPXDJIAFRA40+30

August 12, 2026

·6 min read
AI server racks in a data center illustrating strong chip and AI hardware demand for NVDA and SMCI stocks
NEWS

Nvidia Rises on Supermicro AI Surge

Chip stocks climb as supplier's robust AI demand and bullish revenue outlook heighten focus on late‑August earnings.

NVDASMCI

August 12, 2026

·3 min read
Modern commercial real estate building in a city financial district illustrating top REITs PLD AMT O WELL EQIX for 2026
IDEA

5 Best REITs Stocks to Buy in 2026

The best REITs for 2026 pair durable rent growth with strong balance sheets positioned to benefit from easing interest rates.

PLDAMTO+2

August 12, 2026

·24 min read
Server racks in a data center illustrating AI-driven demand boosting Q2 profit for major manufacturer
NEWS

Foxconn Q2 profit jumps on AI demand

Major contract manufacturer’s results lifted by surging data-center demand, but market reaction stays muted.

2317.TWNVDA

August 12, 2026

·2 min read
Tech Breadth Surge Puts XLK In Focus
COMMENTARY

Tech Breadth Surge Puts XLK In Focus

Technology sector breadth has shifted sharply, with a clear supermajority of constituents now trading above their 200-day moving averages after an extended period below that trend line.

XLKNDXAAPL+3

August 12, 2026

·1 min read
Market brief calendar for August 11
MARKET BRIEF

Market Brief — August 11, 2026

Fed left rates unchanged with a hawkish tilt, and Strait of Hormuz tensions lifted oil and diesel, leading US stocks to dip while energy and utilities outperformed.

SPXDJIADAX+26

August 11, 2026

·6 min read
Smartphone with generic social media app open, illustrating focus on core platform for DJT investors
NEWS

Trump Media refocuses on Truth Social

Company sheds non-core bets, pushes social app, sells pricey early-access API amid heavy losses and investor scrutiny.

DJT

August 11, 2026

·2 min read
S&P 500 Earnings Surge Signals Regime Shift
COMMENTARY

S&P 500 Earnings Surge Signals Regime Shift

S&P 500 earnings are currently more than 50% higher year over year for the quarter, a level seen only in a handful of prior episodes.

SPXSPYIWM+2

August 11, 2026

·1 min read