coincentral

Nvidia (NVDA) Stock: What the $500 Billion SK Hynix Deal Means for HBM Supply

Nvidia (NVDA) stock fell 0.92% as the company announced a $500B AI deal with SK Group, securing HBM memory supply and a 2GW data center by 2027. Nvidia and SK Group announced a partnership valued at ...
coincentral

Alphabet (GOOGL) Stock Drops 7% After Raising AI Spending to $205 Billion

Alphabet (GOOGL) stock fell 7% after Q2 earnings beat as CapEx guidance rose to $205B, despite record Search revenue and 82% Cloud growth. Alphabet Q2 revenue hit $119.80 billion, up 24.2% year over ...
coincentral

Alphabet (GOOGL) Stock Falls 7% as Free Cash Flow Turns Negative for First Time

Alphabet (GOOGL) stock fell 7% after Q2 free cash flow turned negative for the first time, as AI capex guidance rose to $205B. Cloud surged 82%. Alphabet stock fell 7% on Thursday after reporting its ...
coincentral

Strategy (MSTR) Stock: No Bitcoin Bought for Third Week as Company Repurchases STRC Preferred Stock

Strategy (MSTR) stock rose 2.6% Monday after the company repurchased $25M in STRC preferred stock and raised $544M in share sales, skipping Bitcoin for a third week. MSTR rose over 2% in premarket ...
coincentral

Nvidia (NVDA) Stock Falls as $250B OpenAI Financing Deal Emerges

Nvidia (NVDA) stock slips 0.92% as WSJ reports the chipmaker is in talks to back a $250B OpenAI data center deal in Ohio, with total project costs exceeding $500B. Nvidia is in talks to provide ~$250 ...
coincentral

Alphabet (GOOGL) Stock: How SpaceX and Anthropic Drove a Record $112B Profit Quarter

Alphabet (GOOGL) stock fell 7% after a record $112B Q2 profit driven by $99B in SpaceX and Anthropic investment gains, with Cloud up 82%. Alphabet reported Q2 net income of $112.1 billion, up 298% ...
coincentral

Microsoft (MSFT) Stock: What Wall Street Expects from Q4 Earnings on July 29

Microsoft (MSFT) stock eyes Q4 earnings July 29. Wall Street expects 16% EPS growth, but rising AI capex has the stock down 21% YTD. Microsoft reports fiscal Q4 earnings on July 29, with Wall Street ...
coincentral

Verizon (VZ) Signs $1B+ Google Deal for Dark Fiber Data Center Network

Verizon (VZ) stock: Verizon signs a $1 billion-plus dark fiber deal with Google to connect data centers, with more multi-billion deals expected by year-end. Verizon signed a deal with Google worth ...
coincentral

SK Hynix (SKHY) Stock Jumps 12% as Alphabet’s AI Spending Hits Memory Supply Chain

SK Hynix (SKHY) stock surged up to 12% after Alphabet raised 2026 AI capex guidance to $205B, with ADR supply constraints adding to the rally. SK Hynix stock surged as much as 12% intraday after ...
coincentral

Nvidia (NVDA) Stock: Tech Giants Launch AI Defense Alliance After Hugging Face Hack

Nvidia (NVDA) stock fell 2.5% as it joined the Open Secure AI Alliance with Microsoft and Palantir following the Hugging Face AI hack. Nvidia has joined the Open Secure AI Alliance, a new coalition ...
coincentral

CoreWeave (CRWV) Stock Falls 11% After Jefferies and Citigroup Downgrade to Hold

CoreWeave (CRWV) stock fell 11.4% Friday after Jefferies and Citigroup downgraded to Hold, with insider sales topping $2 billion over 90 days. CoreWeave (CRWV) fell 11.4% on Friday, hitting an ...
coincentral

Strategy (MSTR) Stock: Saylor Teases “Another Color” After Four-Week Bitcoin Buying Pause

Strategy (MSTR) stock dips to $91.67 as Saylor teases "another color" after four weeks without a Bitcoin buy. Q2 earnings due July 30. Michael Saylor posted Strategy’s Bitcoin chart Sunday with the ...