Intel Stock Holds Above $95 as $20B Capital Raise Adds 4.2% Share Dilution
Analysis Daniel Marsh

Intel Stock Holds Above $95 as $20B Capital Raise Adds 4.2% Share Dilution

Intel's $20B capital raise, upsized from $15B, added 4.2% dilution, yet shares closed 2.9% above the $95 offer. Analysts remain split on valuation.

INTC ASML
Nvidia Stock Edges Up on $500B AI Financing Plan with $125B Backstop
Technology Sarah Chen

Nvidia Stock Edges Up on $500B AI Financing Plan with $125B Backstop

Nvidia (NVDA) shares climbed 0.66% in premarket trading following a $500 billion AI infrastructure financing plan, with the company potentially guaranteeing up to $125 billion.

NVDA APO BLK BX BN GS KKR MU AVGO AAPL
CoreWeave Shares Jump 17% on Strong Q2, But Capex Surge Raises Cash Concerns
Earnings James Calloway

CoreWeave Shares Jump 17% on Strong Q2, But Capex Surge Raises Cash Concerns

CoreWeave stock surged 17% premarket after Q2 revenue doubled and guidance improved, but the $37B capex plan raises cash flow concerns.

CRWV NVDA MSFT
Plug Power Surges 5% but Gives Back Most of Post-Earnings Rally
Earnings James Calloway

Plug Power Surges 5% but Gives Back Most of Post-Earnings Rally

Plug Power (PLUG) closed up 5.2% but gave back 74% of its intraday gain as investors weighed improved margins against cash burn and dilution.

PLUG BLDP
Global Markets Mixed as Inflation Data Looms; JPMorgan Raises Singapore Outlook
Markets Daniel Marsh

Global Markets Mixed as Inflation Data Looms; JPMorgan Raises Singapore Outlook

US futures steady ahead of inflation data. JPMorgan raises Singapore STI target to 7,000. Plug Power, Septerna, and Balfour Beatty see notable moves.

PLUG SEPN TLYS STI
Riot Platforms Surges on $9.1B AI Data Center Lease
Markets Daniel Marsh

Riot Platforms Surges on $9.1B AI Data Center Lease

Riot Platforms (RIOT) shares rose 4.33% after signing a $9.1 billion AI data center lease, reportedly with Anthropic, marking a major pivot toward high-performance computing.

RIOT AMD CLSK MARA CIFR
CAVA Stock Jumps 12% on Strong Traffic, Margin Pressure
Earnings James Calloway

CAVA Stock Jumps 12% on Strong Traffic, Margin Pressure

CAVA shares rose 12% after hours as Q2 traffic growth of 5.3% offset a 60 bps margin decline. Revenue beat estimates, but guidance was unchanged.

CAVA
Cisco's AI Order Surge Fails to Lift Shares Ahead of Q4 Report
Earnings James Calloway

Cisco's AI Order Surge Fails to Lift Shares Ahead of Q4 Report

Cisco shares slipped ahead of its Q4 earnings report, which highlighted a $3.7 billion surge in AI orders. The company faces a steep challenge to meet its $9 billion annual AI target, with options pricing a 7% move.

CSCO
Alamar Biosciences Stock Jumps 31% on Strong Consumables Growth
Earnings James Calloway

Alamar Biosciences Stock Jumps 31% on Strong Consumables Growth

Alamar Biosciences (ALMR) shares soared 31% after Q2 revenue surged 82%, fueled by consumables sales that lifted gross margins and strengthened the recurring revenue outlook.

JetBlue Rebounds 3% After Four-Day Slide, Fuel Costs Still Loom
Markets Daniel Marsh

JetBlue Rebounds 3% After Four-Day Slide, Fuel Costs Still Loom

JetBlue (JBLU) climbed 3% on Tuesday, snapping a four-day losing streak, but light volume and persistent fuel cost worries keep the stock under pressure.

JBLU UAL DAL LUV
T-Mobile Stock Edges Up Amid Outage Search Surge and Texas Job Cuts
Analysis Daniel Marsh

T-Mobile Stock Edges Up Amid Outage Search Surge and Texas Job Cuts

TMUS inched higher Tuesday despite a spike in outage-related searches and announced job cuts in Texas. Analysts remain largely bullish on the stock.

TMUS T VZ
CBA's Record A$10.98B Profit Clouded by 47% Surge in Bad-Debt Charges
Earnings James Calloway

CBA's Record A$10.98B Profit Clouded by 47% Surge in Bad-Debt Charges

Commonwealth Bank of Australia (CBA.AX) reported a record A$10.98 billion cash profit, yet second-half credit impairment charges surged 47% to A$469 million, raising investor concerns.

CBAUF CM