
Aug 13 (Reuters) - Larsen and Toubro on Thursday said it secured an order to build an AI factory for Nvidia.
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Aug 13 (Reuters) - Larsen and Toubro on Thursday said it secured an order to build an AI factory for Nvidia.

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Cerebras Systems raised its annual revenue and gross margin forecasts on Wednesday, buoyed by robust demand for its chips from companies ramping up data-center capacity to power AI services. The chip designer is banking on growing demand for inference, the data crunching that occurs when a user queries a chatbot, as it seeks to challenge Nvidia's dominance in the AI processor market. Cerebras' flagship wafer-scale engine (WSE) is a single chip the size of a dinner plate containing trillions of transistors, a design that it says is more efficient than connecting thousands of smaller graphics processors together, as Nvidia does.

United States Antimony just watched most of its 2026 gains evaporate in a single session, and the guidance cut behind the collapse raises a bigger question: is this an isolated antimony-price shock or a warning sign for the entire domestic critical-minerals trade?

July inflation came in exactly as expected, and stocks rallied for about half an hour. Here's what actually moved the market after that.

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A Washington proposal to strip inflation out of capital gains calculations has investors asking a simple question: after 60 years of buy-and-hold investing, could Warren Buffett's tax bill all but disappear? The real answer is more surprising than either side of the debate admits.

CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings. Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand. Helfert is also Westwood's portfolio manager of the Enhanced Income Opportunity ETF.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 13% to $35.81 this morning after the company delivered a blowout fiscal 2027 outlook alongside its Q4 FY2026 report. The move is lifting AI server peers, with Dell Technologies (NYSE:DELL) stock up 5% to $463.99 and Hewlett Packard Enterprise (NYSE:HPE) shares up 3% to $55.85. Broader tech ... Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance
Shkreli compared CoreWeave’s leverage to debt-heavy telecom companies such as Global Crossing and WorldCom.
Investing.com -- Goldman Sachs said in a note Wednesday that investors will focus on several key issues when Nvidia reports its latest quarterly results on August 26, from its newly announced financing platform to the shape of its Rubin product ramp.

Shares of CoreWeave and Super Micro Computer climbed premarket on Wednesday after upbeat forecasts from the two AI infrastructure companies reinforced demand expectations for computing capacity. Shares of neocloud provider CoreWeave rose more than 18%, with peer Nebius Group rising 10%. Server maker Super Micro's shares climbed nearly 9%.

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The chip and software giant's reported profits more than doubled over the past year -- which happens to be how this gap closed both times before.

Bechtle (ETR:BC8) reported double-digit growth across most key metrics in the second quarter and first half of 2026, prompting the IT services provider to raise its full-year outlook despite what management described as continued challenging market conditions. Chief Executive Officer Thomas Olemotz

The Taiwanese company reported another strong quarter as it boosted production of servers and other tech hardware for the global artificial-intelligence build-out.

Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era.

Even as NVIDIA Corp.’s (NASDAQ:NVDA) shares surge in August, cryptocurrency punters remain skeptical that the stock will finish the month at or above $250. Polymarket Wagers on NVDA The betting crowd on Polygon (CRYPTO: POL)-based Polymarket currently assigns only a...

Nvidia (NVDA) stock investors have spent months worrying that the relentless AI boom is leaning too heavily on the chipmaker’s own balance sheet. The AI giant sells the GPUs, but it was also investing in clients and supporting financing structures linked to the same ecosystem, scooping up those ...
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