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Market news tagged #ai-infrastructure

The pre-market Morning Read, the after-close wrap and a Friday recap: what moved, why it matters, and what it means for option sellers. Plain English, sourced.

#ai-infrastructure#volatility#rates#macro#earnings#premarket#movers#trending#market-sentiment#markets#retail-sentiment#technology#watchlist

8 articles tagged #ai-infrastructure

The New York Stock Exchange and Federal Hall at the corner of Wall Street and Broad Street
3 min read

Futures steady as the 10-year holds near 5.2% and $AKAM jumps 21%

The 10-year sits at 5.17% after the 7-year sold at its highest yield since 1993. Oil eases on Hormuz talks, and $AKAM jumps 21% on an $11.6B Anthropic deal.

#macro#rates#oil$AKAM$ORCL$BE
Oil tankers moored at the Al Basra Oil Terminal in the northern Persian Gulf, with a U.S. Navy cruiser on patrol behind them
2 min read

Stocks hold flat as Hormuz hopes offset higher oil and yields

The 10-year hit 5.18% and oil rose 2.7%, yet a Hormuz deal report kept the S&P 500 flat. $AKAM jumped about 20% after hours on an $11.6B Anthropic deal.

#rates#oil#macro$AKAM$NBIS$META
A technician uses a laptop beside server racks at the NERSC computing facility
3 min read

August 25 Morning Read: Futures rise as Nebius closes $5.75B financing

U.S. futures edge higher before a 10:00 ET data cluster. Nebius closes about $5.75 billion of convertible financing while NVIDIA's Q2 FY27 event approaches.

#macro#futures#ai-infrastructure$SPY$QQQ$DIA
Main gate and industrial buildings at Google's Taiwan data center
3 min read

Morning Read: Futures steady as Nebius prices $5 billion financing

Nasdaq-100 futures add 0.29% while S&P 500 futures are nearly flat and Asian benchmarks rise. Nebius prices $5.0 billion of convertible notes and plans a separate $800 million debt-for-shares exchange.

#macro#futures#ai-infrastructure$SPY$QQQ$DIA
Rows of illuminated server racks inside a university data center aisle
4 min read

Morning read: Asia tech slides, NVIDIA locks Ohio AI campus

U.S. stocks fell on August 18 as chips and AI names led losses, while Asia sold off overnight. NVIDIA’s SEC filing details a multi-year Ohio AI campus package with OpenAI as tenant.

#macro#premarket#nvidia$SPY$QQQ$DIA
Server hardware and network cabling inside the DATARMOR high-performance computing center.
4 min read

Morning Read: Nebius scales as oil softens before PPI

Nebius posts 454% Q2 revenue growth as U.S. futures hold near flat before July PPI. T1 Energy also reports higher solar-module sales alongside funding and customer-concentration risks.

#macro#producer-prices#ai-infrastructure$SPY$QQQ$DIA
Illuminated server racks inside the DATARMOR high-performance computing and artificial-intelligence data center.
3 min read

Morning Read: CoreWeave's record quarter meets CPI

CoreWeave more than doubles Q2 revenue as U.S. futures edge higher before July CPI. Its $104 billion backlog contrasts with heavy interest expense and a net loss.

#macro#inflation#ai-infrastructure$SPY$QQQ$DIA
Aerial view of the Google data center campus in Council Bluffs, Iowa at sunset
3 min read

Oil jumps as Alphabet and Tesla reset the tech morning

Oil and rate pressure returned overnight while Asian chip shares rose on heavy AI spending, then U.S. futures softened. Alphabet’s cloud acceleration, Tesla’s cash burn and Intel’s after-close report set the watchlist agenda for Thursday, July 23, 2026.

#earnings#oil#rates$GOOGL$TSLA$INTC

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