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AMAT Falls on Guidance | Sandisk Surges | Silver Lake Eyes Workday

Aug 14, 2026

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5 min read

AMAT Falls on Guidance | Sandisk Surges | Silver Lake Eyes Workday

The 30-year Treasury cleared at the highest yield since 2001. Applied Materials beat and guided to 2030 and still fell. Sandisk surged 16% on locked-in capacity. Silver Lake is in talks for Workday. OpenAI's run rate doubled.

Dio Pouerie, +1

Hold Odds Surge | Eisman Names AI Achilles Heel | AMD's $5B Bond

Aug 13, 2026

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6 min read

Hold Odds Surge | Eisman Names AI Achilles Heel | AMD's $5B Bond

PPI came in flat and September hold odds jumped to 68%. Hammack still wants a hike. Eisman named OpenAI and Anthropic as 70% of hyperscaler AI revenue. AMD raised up to $5B. Vantage Data Centers is exploring a $100B IPO.

Dio Pouerie, +1

Tariffs Turbocharged Earnings | Cisco Falls on AI Margins | Anthropic Eyes $2T IPO | Goldman Buys NEOS

Aug 13, 2026

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5 min read

Tariffs Turbocharged Earnings | Cisco Falls on AI Margins | Anthropic Eyes $2T IPO | Goldman Buys NEOS

The July deficit hit $432B. Tariff refunds turbocharged Q2 earnings by $9.6B. Cisco guided above consensus and fell. Anthropic's IPO target jumped to $2 trillion. Goldman paid $2.25B for "boomer candy" ETFs.

Dio Pouerie, +1

CPI Lands In Line | AI Is the Inflation Problem | Wall Street's $500B AI Pipeline | BofA Pledges $250B

Aug 12, 2026

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5 min read

CPI Lands In Line | AI Is the Inflation Problem | Wall Street's $500B AI Pipeline | BofA Pledges $250B

CPI landed at 3.4%, in line with forecasts. AI capex is now a named Fed inflation variable. Wall Street built a $500B chip financing pipeline. BofA pledged $250B to AI infrastructure. And S&P earnings growth may have just peaked.

Dio Pouerie, +1

CPI Cools | CoreWeave Backlog | GPU Futures Launch | Jane Street Refinances

Aug 12, 2026

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5 min read

CPI Cools | CoreWeave Backlog | GPU Futures Launch | Jane Street Refinances

July CPI came in on consensus. CoreWeave posted a $104B sales backlog. Super Micro guided $10B above the highest analyst estimate. CME launched GPU futures. Jane Street refinanced $14.6B. And SLR said private credit recoveries are heading to 50 cents.

Dio Pouerie, +1

Nvidia Goes Open Source | $6B Live Entertainment Deal | Housing Cracks

Aug 11, 2026

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5 min read

Nvidia Goes Open Source | $6B Live Entertainment Deal | Housing Cracks

The U.S. fired on a ship breaking the Iran blockade. Nvidia went open source 24 hours after Meta. Ari Emanuel bought ATG Entertainment for $6 billion. Private credit shadow defaults got named. Home sales missed on rising rates.

Dio Pouerie, +1

Yes, we’re actually FinancialMarketNews.com– and we live up to the name.

AMAT Falls on Guidance | Sandisk Surges | Silver Lake Eyes Workday

Hold Odds Surge | Eisman Names AI Achilles Heel | AMD's $5B Bond

Tariffs Turbocharged Earnings | Cisco Falls on AI Margins | Anthropic Eyes $2T IPO | Goldman Buys NEOS

CPI Lands In Line | AI Is the Inflation Problem | Wall Street's $500B AI Pipeline | BofA Pledges $250B

CPI Cools | CoreWeave Backlog | GPU Futures Launch | Jane Street Refinances

Nvidia Goes Open Source | $6B Live Entertainment Deal | Housing Cracks

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Yes, we’re actually FinancialMarketNews.com
– and we live up to the name.

Privacy Policy | Terms of Service | SMS Terms
©2026 All rights reserved. FinancialMarketNews.com, a brand of Traders & Quants, LLC.