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UNBELIEVABLE: Data center | History Defined

Nvidia Blew Wall Street Away with Its Q2 Results. Cathie Wood Is Celebrating by Buying More Than 243,000 Shares.

Nvidia’s solid quarterly results have Cathie Wood buying more, underscoring her confidence in the company’s growth trajectory.

Barchart

Nvidia’s ‘Golden Age’ Is Just Getting Started

Nvidia CEO Jensen Huang says AI has entered a "golden age" as demand expands across hyperscalers, startups, enterprises, and sovereign AI projects.

Barchart

Intel vs. AMD: Why the Market Share Number Is Misleading

AMD crossed 30% in client CPUs, yet its bigger win over Intel is in the data center that actually drives profits.

Barchart

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Nvidia at heart of data centre revolution, says BNP Paribas; sees 36% upside

BNP Paribas has issued an outperform rating on Nvidia with a target price of $285, implying a 36% upside. The brokerage highlighted Nvidia's role in the data centre revolution, accelerated computing, strong Q2 financial results, and robust demand for its Blackwell and Vera Rubin platforms despite supply chain constraints.

The Economic Times

Nvidia CFO says about half of its data center business comes from customers beyond hyperscalers

Other customer segments are growing faster than the cloud giants that once dominated Nvidia's sales.

Fortune

A $6 Billion Reason to Buy Nvidia Stock Now

Nvidia’s $6 billion Poolside deal could strengthen its AI software ambitions and give investors another reason to bet on NVDA’s long-term dominance beyond GPUs.

Barchart

China’s data centres will reportedly use more power than South Korea by 2030

In 2025, Chinese data centers were expected to use 479 TWh/year by 2030. Now, they're expected to use 774 TWh/year by 2030.

TechRadar

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BMO Just Named Nvidia a Top Pick as It Initiates Coverage. What This Means for NVDA Stock.

BMO Capital Markets initiated coverage of Nvidia and named it the firm’s Top Pick for AI exposure, assigning a $340 price target that implies nearly 60% upside ahead of the company’s upcoming earnings report.

Barchart

Nvidia Earnings Will Put The AI Trade to Another Test. Wall Street Expects a $92 Billion Quarter.

Nvidia's Data Center business is expected to have generated more than $85.4 billion in quarterly revenue, a 107% increase from the same period last year.

International Business Times

Nvidia Scored an H200 Win in China, But These Analysts Warn It May Not Be a Reason to Buy NVDA Stock

Nvidia may have cracked the door back open in China, but strict restrictions could keep this H200 win from becoming a major revenue boost.

Barchart

Officials nationwide face death threats and gunfire over AI data center projects — More than 500 towns restrict builds as councils shutter public comment

Recent data published in the Soufan Center's July IntelBrief found hundreds of posts with threat language between July 2025 and July 2026, and a volume surge beginning in April.

Tom’s Hardware

Desktop CPU shipments crater 20% amid high component costs, but AMD gains record share despite 'ugly' desktop processor market — Intel floods laptop market with millions of CPUs, but AMD still sets all-time share records

As Intel boosts output of data center and notebook CPUs, AMD manages to outgrow it and keep capturing market share from its arch-rival.

Tom’s Hardware

The AI Boom Has a New Chip Shortage. Intel Is Ready.

The rise of agentic AI is creating unexpected demand for server CPUs, giving Intel a potentially powerful new tailwind as it works through its turnaround.

Barchart

Intel Stock Has Plunged 32% — What Investors Need to Know Beyond Dilution

Intel’s improving position in AI, solid demand for data center products, and expanding foundry ambitions provide credible sources of future growth.

Barchart

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Tom’s Hardware

Cherokee Nation bans hyperscale data centers on its lands, won't support projects without consultation — energy and water consumption, air quality, noise, and cultural resource protection among concerns

Cherokee Nation, with more than 475,000 citizens, has banned hyperscale data center development on its tribally owned and trust lands.

Barchart

NVDA Stock Alert: Nvidia CEO Jensen Huang Says Chips Are ‘Investable Asset Class’

Nvidia is reshaping the AI investment landscape as Jensen Huang positions its chips as an “investable asset class.”

The Economic Times

Stocks in news: L&T, Tata Motors, HAL, Grasim, NBCC and IRCTC

The Indian equity markets concluded the trading session on a low note, as escalating crude oil prices weighed heavily on worldwide market sentiment. Notable developments included Larsen & Toubro's announcement of a strategic business transfer for its data center services. Focus will also be on firms like Tata Motors and…

Barchart

Atlassian’s 30% Earnings Rally Is Changing the Conversation Around Software Stocks

Atlassian shares surged more than 30% after fiscal fourth-quarter results showed cloud revenue accelerating, to 31% growth and the company swinging to a 12% GAAP operating margin, its first quarterly operating profit in more than two years.

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Benzinga

SpaceX, GameStop, Palantir and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week

Retail investors talked up five hot stocks during the week (Aug. 3 to Aug. 7) on X and Reddit’s r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate news flow.

MarketBeat

AMD’s Post-Earnings Drop May Be the Opportunity Investors Wanted

AMD shares pulled back after a beat-and-raise earnings report showing $11.5 billion in revenue and stronger guidance, with analysts maintaining a Moderate Buy rating amid AI-driven growth prospects.

Benzinga

Dominion Energy Says AI Boom Is Fueling Unprecedented Power Demand Across Virginia

Dominion Energy Inc. (NYSE:D) reported better-than-expected second-quarter results on Friday and reaffirmed its full-year 2026 earnings guidance as electricity demand and data center growth continued to support its outlook.

Barchart

Qualcomm Stock Is Down 44%, But Data Center Opportunities Could Fuel a Comeback

Qualcomm’s aggressive expansion into data centers, automotive, and IoT is steadily reshaping its growth profile.

Tom’s Hardware

Teacher arrested for clapping in support of opposition at an AI data center meeting — gigawatt-scale project gets approved anyway despite community resistance

A Physics teacher was arrested for clapping multiple times during a public hearing to rezone land for a proposed gigawatt-scale data center near Emporia, Kansas. The man refused to cooperate when the police asked him to leave and was subsequently dragged out of the venue by four officers.

Barchart

Good News for NVDA Stock: Wall Street Says SpaceX Is Proving That Compute Demand Is Still High

Wall Street sees SpaceX's AI data center expansion as fresh proof that AI compute demand remains strong, reinforcing Nvidia's long-term growth story.

Benzinga

Intel Layoffs, Musk's Micron Moment, $200 Billion Samsung-Broadcom Pact and More: This Week in Tech

It’s been another eventful week in tech, with AI infrastructure deals, chipmaker layoffs, and fresh commentary on the AI trade dominating headlines. Here’s a quick recap of the major tech stories that came in over the week.

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