Analyst news

• Why Jensen Huang’s $500 billion AI financing plan faces a big risk from China

  19-08-2026 23:05 via rocketnews.com
  
  Nvidia announced partnerships this week with six major asset managers—BlackRock, Blackstone, Apollo, KKR, Brookfield, and Goldman Sachs—to establish a $500 billion financing pipeline for data center and GPU cluster construction. The initiative, unveiled by founder Jensen Huang during a CNBC appearance, aims to extend credit to companies lacking the financial capacity or credit ratings to purchase millions of dollars in computing hardware directly.
  The financing model rests on a crit
  
  Read more

• SpaceX shares slip as another 319 million come up for sale

  19-08-2026 23:04 via rocketnews.com
  
  SpaceX Corp shares moved lower in pre-market trading as a substantial block of insider equity approached eligibility for sale. Approximately 319 million shares held by company employees and early investors were set to become tradeable on 20 August, following the completion of post-flotation lock-up restrictions.
  The stock was quoted down 2.5% before the opening bell in New York, marking a sharp reversal from the previous session when shares had gained almost 6%. That advance had been driven by
  
  Read more

• Novig posts $125 million in first-week sports prediction market volume

  19-08-2026 23:04 via rocketnews.com
  
  Novig reported trading volume exceeding $125 million across its initial week of operations, which launched on Aug. 4. The achievement outpaced the debut-week volumes recorded by competing platforms Kalshi, Polymarket U.S., Underdog, and DKeX, according to figures compiled by Novig itself.
  Parlay bets represented approximately one-third of the platform’s trading activity, with baseball emerging as the most actively traded sport. The platform achieved a single-day volume peak of $26.3 milli
  
  Read more

• Japanese automakers vulnerable to one-two punch of Iran war, yen rally

  19-08-2026 23:04 via rocketnews.com
  
  Japanese automakers Toyota, Honda, and Nissan have recently benefited from a historically weak yen, with the first two companies upgrading their full-year forecasts and Nissan reporting its first profit in approximately two years. However, industry analysts caution that external factors could undermine these gains in coming months.
  In early August, the U.S. Treasury and Japan’s Ministry of Finance conducted a jointly coordinated yen-buying intervention, marking a historic move following t
  
  Read more

• Advertisement

• DocGo Inc. Q2 2026 Earnings Call Summary

  19-08-2026 23:04 via rocketnews.com
  
  DocGo Inc. reported second-quarter financial results characterized by management as a transformational period, primarily driven by a definitive acquisition agreement for Hicuity Health, the company’s largest such deal to date. The acquisition is intended to create a vertically integrated platform connecting clinicians with patients across the full care continuum, with a specific focus on bridging hospital and home care services. The company projects significant cost synergies from combini
  
  Read more

• Anthropic tells investors annualized revenue run rate climbed to $65 billion in July

  19-08-2026 23:04 via rocketnews.com
  
  Anthropic disclosed to investors that its annualized revenue run rate reached $65 billion at the end of July, marking a significant acceleration in the company’s financial performance. The figure was shared in a confidential investor update over the weekend and represents a sevenfold increase from the prior year.
  The Claude creator also provided a preliminary revenue figure of $11.5 billion for the second quarter, reflecting a 14-fold increase compared to the same period a year earlier. T
  
  Read more

• Target hikes outlook as sales rebound and huge tariff refund boosts bottom line

  19-08-2026 13:06 via rocketnews.com
  
  Target reported second-quarter results that exceeded analyst expectations and prompted the retailer to increase its full-year guidance. Net sales climbed 5.3% compared to the prior-year period, while comparable sales grew 3.8%, surpassing Wall Street estimates of 2.4%. The company noted strength across multiple product categories.
  A significant portion of Target’s earnings improvement came from tariff refunds. The company received a $752 million boost to net earnings, equivalent to $1.65
  
  Read more

• Nvidia Backs 8-GW Ohio AI Campus for OpenAI With $1.5 Billion Investment

  19-08-2026 13:06 via rocketnews.com
  
  Nvidia announced a major partnership to support construction of a large-scale artificial intelligence data center campus in Pike County, Ohio. The chipmaker will invest $1.5 billion directly in SB Energy, the company that will build, own and operate the facility. OpenAI will serve as the primary customer under a 20-year lease arrangement.
  The initial phase of development is designed to deliver 4.25 gigawatts of IT capacity, with Nvidia holding an option for an additional 3.75 GW. At full buildo
  
  Read more

• Advertisement

• Home Depot reaffirms guidance amid ‘frozen housing market conditions’

  19-08-2026 13:06 via rocketnews.com
  
  Home Depot reported fiscal second-quarter results that surpassed Wall Street expectations on both revenue and earnings while maintaining its full fiscal-year guidance. The company generated net income of $4.77 billion, or $4.79 per share, compared with $4.58 per share in the prior year period. Revenue increased 5.7% to $47.86 billion. Adjusted earnings per share reached $4.92 for the quarter.
  Comparable sales rose 1.7%, beating analyst expectations of 0.9% growth and representing the highest co
  
  Read more

• Fabrinet Q4 2026 Earnings Call Summary

  19-08-2026 13:06 via rocketnews.com
  
  Fabrinet achieved record fourth-quarter revenue of $1.316 billion, representing 45% year-over-year growth across its business segments. The company implemented a new revenue reporting structure organized around three end-market categories: Data Centers, Communications Infrastructure, and Automotive/Industrial, to better align reporting with how its optical and electronic products are deployed.
  Data center revenue grew 68% year-over-year to $669 million and now accounts for 51% of total company
  
  Read more

• Credo (CRDO) Soars Ahead of Earnings, Revenues Seen to More-Than-Double

  19-08-2026 13:06 via rocketnews.com
  
  Shares of Credo Technology Group Holding Ltd. (NASDAQ:CRDO) advanced 8.82 percent on Monday, closing at $282.82 as market participants repositioned ahead of the company’s fiscal 2027 first-quarter earnings announcement. The semiconductor company is scheduled to release results after market close on September 1, 2026, followed by a conference call with management.
  Credo provided forward guidance indicating first-quarter revenues between $465 million and $475 million, representing projected
  
  Read more

• The Estée Lauder Cos. Reports 6 Percent Sales Increase in Q4

  19-08-2026 13:05 via rocketnews.com
  
  The Estée Lauder Cos. announced fourth-quarter results demonstrating ongoing recovery momentum, with net sales reaching $3.6 billion, a 6 percent increase from the prior year. The results surpassed Wall Street analyst forecasts of $3.54 billion, with growth registered across all product categories except hair care and spanning all geographic regions.
  The company reported a net loss of $116 million for the quarter, compared to $546 million in the equivalent prior-year period. Diluted net
  
  Read more

• Lowe’s gives muted outlook as it sees ‘pressure’ in home improvement spending

  19-08-2026 13:05 via rocketnews.com
  
  Lowe’s reported its second fiscal quarter results, posting net income of $2.4 billion, or $4.27 per share, which was roughly unchanged compared to the year-ago period. On an adjusted basis excluding one-time items, the company reported earnings of $4.40 per share, benefiting from tariff refunds that provided an 11 cent boost to earnings per share during the quarter.
  Total sales for the quarter reached $25.96 billion, up from $23.96 billion in the prior year period. Comparable sales increa
  
  Read more

• Swiss Franc Under Pressure as Carry Trades Gather Pace. Forecast as of 19.08.2026

  19-08-2026 12:45 via litefinance.org
  
  The lack of support from the central bank, divergent monetary policies, and the Swiss franc's growing use as a funding currency instead of the Japanese yen are pushing the EUR/CHF and USD/CHF higher. Let's examine the factors driving these moves and develop a trading plan.Major Takeaways The franc is a preferred funding currency. Speculators are increasing their short positions in the Swiss franc. The SNB is unlikely to raise rates in the near term. Long positions on the EUR/CHF can be considere
  
  Read more

• Short-Term Analysis for Oil, Gold, and EURUSD for 19.08.2026

  19-08-2026 09:30 via litefinance.org
  
  Welcome, my fellow traders! I have prepared a price forecast for the USCrude, XAUUSD, and EURUSD using a combination of the margin zones method and technical analysis. Based on the market analysis, I suggest entry signals for intraday traders.The euro is trying to break through the upper Target Zone of 1.1601–1.1576.Major Takeaways USCrude: The oil price has stalled just below resistance, which is the Target Zone of 86.82–85.61. XAUUSD: Gold is rising after touching support A of 4,34
  
  Read more

• Short-Term Analysis for BTCUSD, XRPUSD, and ETHUSD for 19.08.2026

  19-08-2026 09:23 via litefinance.org
  
  Dear readers,I've prepared a short-term forecast for Bitcoin, Ripple, and Ethereum based on Elliott Wave analysis.Major Takeaways BTCUSD: The price is expected to rise in the final part of correction 4. Consider long positions with a Take Profit at 66,931.90. XRPUSD: The price may fall in a bearish impulse wave. Consider short positions with a Take Profit at 0.957. ETHUSD: The fifth part of a bullish correction (B) is projected to form. Consider long positions with a Take Profit at 1,978.54
  
  Read more

• US Dollar Struggles as Bond Yields Normalize. Forecast as of 19.08.2026

  19-08-2026 08:56 via litefinance.org
  
  It might seem that the S&P 500's decline and rising oil prices should have given bears a clear advantage in the EUR/USD. Instead, the pair rose as interest rates in the bond market continued to normalize. Let's examine the factors behind this move and develop a trading plan.Major Takeaways The global bond market is returning to normal. Brent continues to rise amid US inaction. The Fed's changing stance is weighing on the US dollar. Trades on the EUR/USD can be considered if the pair bre
  
  Read more

• Weekly Economic Calendar for 24.08.2026–30.08.2026

  19-08-2026 02:00 via litefinance.org
  
  During the coming week (August 24-30, 2026), no major macroeconomic data releases are scheduled. The markets will focus primarily on the Jackson Hole Economic Symposium, organized annually by the Federal Reserve.On Thursday, August 27, Federal Reserve Chairman Kevin Warsh plans to speak at the symposium on monetary policy (the exact time has not yet been specified). The main topic of concern for market participants remains the likelihood and extent of further monetary policy tightening by the Fe
  
  Read more

Follow @news_analyst on Twitter!