Track market-moving stories before they get noisy

Nvidia (NVDA -1.01%) stock is up 12% year-to-date, outperforming the Nasdaq's roughly 9% return at the time of writing, but the company is not sitting still. With competition in the semiconductor industry heating up, CEO Jensen Huang wants to keep Nvidia at the frontier of artificial intelligence (AI) technology.

In that effort, Huang is positioning the company to lead the race in physical AI, including robots. He recently met with the leaders of several Japanese industrial giants -- including Toyota, Fujitsu Limited, Kawasaki Heavy Industries, Fanuc, and Kioxia -- to discuss how they can implement physical AI in their factories.

As Huang stated, "The next frontier of AI is in the physical world, and this is a once-in-a-generation opportunity for Japan." Three major robotics and automation players -- Kawasaki, Fanuc, and Yaskawa -- are already using Nvidia's technology. This all fits with its strategy to be at the center of every major transition in the world of computing.

Image source: Nvidia.

What does this mean for Nvidia's prospects? Nvidia has changed how it will report its financial results to align with its future growth drivers. Based on this new reporting framework, the data center segment reported revenue of $75 billion last quarter, up 92% year over year. The new edge computing segment (robotics, automotive, and PCs) is small by comparison, generating only $6.4 billion in revenue, up 29%.

Physical AI is not going to move the needle for the stock right now. In data center, management expects to book $1 trillion in revenue from its Blackwell and Rubin chips from 2025 through calendar 2027. Its chips and networking products for AI data centers are still its main growth drivers.

But in the long run, physical AI is the next logical step for this technology, and that spells significant growth potential for Nvidia's edge computing business. Similar to its strategy in data centers, Nvidia has put together a full-stack offering that includes its DGX computing systems (Blackwell/Vera Rubin), its Jetson robotics computing platform, and Cosmos for simulating the physical world to accelerate robot development.

As Advanced Micro Devices and Broadcom try to chip away at Nvidia's lead in data centers, Huang is positioning the company for the next big transition in AI. Nvidia's tailored computing solutions for specific industries such as manufacturing give it a competitive advantage. So do its relationships with enterprises and AI researchers around the world. 

The recent announcements out of Japan are bullish for Nvidia's long-term prospects, but the data center business will remain the key catalyst for the stock in the near term. The shares do look attractive right now, trading at just 23 times forward earnings, with analysts projecting around 44% annualized earnings growth over the next few years. Investors don't seem to be paying any premium for the long-tail growth potential of the physical AI market over the next few decades.

John Ballard has positions in Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Broadcom, and Nvidia. The Motley Fool recommends Fanuc. The Motley Fool has a disclosure policy.

Obviously, nobody owns a functioning crystal ball. So, take any predictions about someone else's future actions with a grain of salt. You can make educated guesses, however, based on a person's past patterns and current situations.

With that as the backdrop, what is relatively new Berkshire Hathaway (BRKA +1.14%)(BRKB +0.79%) CEO Greg Abel apt to do with the $397 billion in liquidity he hasn't yet used? Here are three pretty good bets.

Image source: Getty Images.

1. Repurchase more Berkshire stock Previous Berkshire CEO and chief stock picker Warren Buffett wasn't staunchly against stock repurchases; they did happen while he was at the helm. But they certainly weren't always his preferred use of cash, even if that cash was going to sit idle for a while.

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Abel, however, seems to be more willing. In his first quarter as the conglomerate's chief executive, he oversaw the repurchase of more than a couple of hundred million dollars' worth of Berkshire stock, with estimates of a few billion dollars' worth of stock buybacks materializing during the second quarter of this year. We won't know for sure until the company's official Q2 filings are submitted. Given how restless some shareholders have become, though, such a risk-free use of some of this liquidity would at least sate this crowd.

2. Growth and income are clearly converging in one corner of the tech industry Greg Abel isn't simply inflating the value of outstanding Berkshire Hathaway shares by taking some out of circulation, though. His ultimate goal is still investing for long-term growth.

To this end, although he's unlikely to expand the existing stake in Alphabet (GOOG +0.24%) (GOOGL +0.58%) since the technology giant is now Berkshire's fifth-biggest holding, this trade does suggest that Abel isn't nearly as averse to owning tech stocks -- with the exception of Apple -- as Buffett generally was.

This doesn't mean look for a new position in Nvidia to show up in the portfolio anytime soon. However, given their growth potential and reliable dividend income, it's not inconceivable that an artificial intelligence data center REIT like Equinix (EQIX +4.90%) or Digital Realty Trust (DLR +11.01%) could become part of Berkshire's mix.

3. Expand its energy business's capacity Finally, it's an often-overlooked aspect of the company, but Berkshire Hathaway isn't just a collection of individual hand-picked stocks. The conglomerate also owns many privately held companies, including power utility outfit Berkshire Hathaway Energy, which Abel previously ran.

That in and of itself wouldn't normally mean much. Except at the annual shareholder meeting held in May, Abel specifically pointed out that Berkshire Hathaway Energy is already serving the fast-growing AI data center business, adding that he knows this demand could grow by 50% or more in just the next five years.

Were he not this energy arm's former chief, he might not pursue it too aggressively. Given Abel's familiarity with this particular business, don't be surprised to see Berkshire Hathaway make capital investments specifically meant to bolster Berkshire Hathaway Energy's position within this market.

Again, though, these are all just guesses, and far from guarantees.

James Brumley has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, Apple, Berkshire Hathaway, Digital Realty Trust, Equinix, and Nvidia. The Motley Fool has a disclosure policy.

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Hub Group To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Hub Group between April 28, 2023 and May 11, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - July 25, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Hub Group, Inc. ("Hub Group" or the "Company") (NASDAQ: HUBG) and reminds investors of the August 28, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Hub Group's financial statements prepared for the periods from Q1 2023 to Q4 2024, including annual reports for 2023 and 2024, contained material misstatements caused by the premature and incorrect recognition of certain transactions concerning, among other things, Hub Group's operating revenue, operating income, revenue recognition, effectiveness of internal controls and procedures, and drivers of financial results and growth; and (2) Hub Group's financial statements prepared for the periods from Q1 2025 to Q3 2025 contained material misstatements caused by the understatement of purchased transportation costs and accounts payable concerning, among other things, Hub Group's operating expenses, purchased transportation and warehousing expenses, operating income, effectiveness of internal disclosure controls and procedures, and drivers of financial results and growth.

On February 5, 2026, Hub Group announced that the Company's financial statements for the first three quarters of 2025 should not be relied upon and would be restated due to "an error that resulted in the understatement of purchased transportation costs and accounts payable in the first nine months of 2025." The Company revealed that its reports for those quarters "were in each case materially misstated due to the aforementioned error and should no longer be relied upon" and that "the Company [wa]s also continuing to assess the effectiveness of its disclosure controls and procedures and internal control over financial reporting and appropriate remediation steps." The Company also estimated that "[t]he total amount of the reduction to accounts payable and purchased transportation costs related to this issue that was recorded during these periods is $77 million."

This news caused the price of Hub Group stock to decline roughly 18%, from $51.33 per share at close on February 5, 2026, to $41.96 per share at close on February 6, 2026.

On May 12, 2026, Hub Group announced that it had "identified certain transactions that were prematurely or incorrectly recognized or not adequately supported," causing its 2023 and 2024 annual reports filed with the SEC to be "materially misstated," such that they "should no longer be relied upon." The Company did not quantify the expected misstatement, although it "expect[ed] to conclude that it did not maintain effective disclosure controls and procedures and internal control over financial reporting for each of the years ended December 31, 2024 and 2023."

This news caused the price of Hub Group stock to decline a further 13%, from $41.86 per share at close on May 11, 2026, to $36.62 per share at close on May 12, 2026.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Hub Group's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Hub Group class action, go to www.faruqilaw.com/HUBG or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Frequently Asked Questions (FAQ) for Investors Regarding the Hub Group Securities Class Action Lawsuit:

What is the Hub Group securities fraud lawsuit about?

The lawsuit alleges Hub Group made misleading statements about revenue recognition, transportation costs, accounts payable, internal controls, and financial reporting, causing multiple financial statements to contain material accounting misstatements.

Who may be eligible to participate in the lawsuit?

Investors who purchased or acquired Hub Group (NASDAQ: HUBG) securities between April 28, 2023 and May 11, 2026 may be eligible to participate if they suffered losses related to the alleged misconduct.

What is a lead plaintiff, and how can I seek appointment?

A lead plaintiff represents the proposed class and helps oversee the litigation. Eligible investors must file a motion with the court by August 28, 2026. Investors can share in any recovery without serving as lead plaintiff.

What should investors do if they purchased Hub Group stock during the Class Period?

Investors should review their trading records, preserve relevant documents, and evaluate their legal rights. Those who suffered losses may wish to consult counsel regarding participation in the lawsuit or seeking lead plaintiff status before the deadline.

Why should investors contact Faruqi & Faruqi, LLP?

Faruqi & Faruqi has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for clients. The firm can evaluate your potential claims and explain your legal options at no upfront cost.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306273

Source: Faruqi & Faruqi LLP

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Volatility has been the name of the game for the stock market so far this year. However, it hasn't prevented the S&P 500 (^GSPC +0.05%) from chalking up a respectable gain. Some stocks have delivered especially impressive returns.

Enterprise Products Partners LP (EPD -0.18%) is definitely one of them. The pipeline stock has soared more than 20%. Its total return is even better, thanks to a juicy 5.8% distribution yield.

How will Enterprise Products Partners perform going forward? I'll make the call: the stock will crush the S&P 500 in the second half of 2026. Here's exactly why.

Image source: Getty Images.

A conflict and a potential catalyst The ongoing Middle East conflict is my top reason for being bullish on Enterprise Products Partners. Although the U.S. and Iran have attempted several times to forge a peace agreement, the two sides can't seem to fully get on the same page.

While continued hostilities won't be good news for American consumers, they should drive Enterprise Products Partners' unit prices higher. The midstream energy leader is a key player in the export of U.S.-produced oil and gas, with more than 50,000 miles of pipeline. As long as traffic through the Strait of Hormuz is disrupted, the global demand for U.S. fossil fuels will remain strong.

Enterprise is also scheduled to report its second-quarter earnings results on July 30. I view this Q2 update as a potential catalyst for the stock, with the momentum carrying through the rest of the year.

Wall Street is expecting the company to post adjusted earnings of $0.77 per unit, up 22% year over year. With the U.S. continuing to draw from its strategic petroleum reserve to export oil to international markets, my hunch is that Enterprise Products Partners could beat the consensus analyst earnings estimate.

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A dissenting view To be sure, not every Wall Street analyst is as bullish about Enterprise Products Partners as I am. Morgan Stanley (MS -0.33%) recently downgraded the stock to an "underweight" rating (which translates to a sell recommendation) and cut its 12-month price target from $43 to $40.

Should a lasting, peaceful resolution be reached between the U.S. and Iran, Morgan Stanley's pessimistic view could prove right. Importantly, though, Morgan Stanley's price target still reflects modest upside potential for Enterprise Products Partners despite the sell recommendation.

I think the odds are more in favor of the conflict continuing for months than ending soon. My hunch is that the S&P 500 could flounder in the second half of the year, while Enterprise Products Partners will flourish.

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SummaryNebius remains a strong buy, leveraging open-source AI models and a vertically integrated data center strategy to capture surging AI demand.NBIS's Token Factory enables cost-effective managed inference, positioning the company as a formidable open-source competitor to Anthropic and OpenAI.Revenue is projected to grow 537% this year, with adjusted EBITDA margins reaching 45% in Q1, supporting a forward multiple compression from 60x to a ~7x sales steady state.Despite risks from closed-source model advancements, I expect NBIS to deliver ~40% annualized returns through 2030 as it shifts toward higher-margin AI services.Looking for option income ideas that focus on capital preservation? I offer this and much more at my exclusive investing ideas service, Option Income Builder. Learn More » quantic69/iStock via Getty Images

Back at the start of the year, I named Nebius (NBIS) my number one stock for 2026.

In that article - and my three other articles covering NBIS - I've rated shares a 'Strong Buy' every time, arguing that

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of NBIS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Space Exploration Technologies (SPCX -2.68%) took off like one of its Falcon 9 rockets in the immediate days following its initial public offering on June 12, 2026. That IPO was one for the record books, ranking as the largest ever.

Since then, though, SpaceX's sizzle has fizzled. Actually, its performance looks almost identical to past mega-IPOs. And one thing usually happens next, if history repeats itself.

Image source: Getty Images.

A familiar pattern I looked at the 10 largest past IPOs. SpaceX's trajectory has followed the paths of several of them. For example, the space stock jumped roughly 19% on its first day of trading -- almost exactly the historical average for mega-IPOs.

SpaceX's subsequent performance perhaps tracks most closely with another highly anticipated IPO. Facebook, now Meta Platforms (META -1.80%), listed its shares on the Nasdaq stock exchange on May 18, 2012. The social media stock plunged more than 30% over the next few weeks before rebounding somewhat.

That's what we're seeing unfold with SpaceX. Shares of Elon Musk's space technology company fell more than 30% after rising immediately following the IPO. The stock has bounced back a little since bottoming out, though.

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Two potential paths What usually happens with mega-IPO stocks after their initial declines? Historically, there have been two paths.

Facebook/Meta Platforms represents the more attractive of the two paths. Although the stock performed dismally for most of 2012, it eventually roared back. By the end of 2013, Facebook's shares were up more than 40%.

Patient investors who held onto the stock were richly rewarded. An initial investment of $10,000 in Facebook when it first began trading would be worth more than $169,000 today.

Alibaba Group Holding (BABA -1.68%) is an especially disastrous example of the other path for mega-IPO stocks. When Alibaba listed its shares on the New York Stock Exchange on Sept. 19, 2014, it ranked as the largest IPO in U.S. history at the time. Although the Chinese tech stock struggled for a while, it had more than tripled by late 2020.

But then the bottom fell out for Alibaba. Multiple issues derailed the company's growth. The stock is now down more than 60% below its peak. Since its IPO, Alibaba has delivered a positive return of around 27%, less than one-tenth the S&P 500's return during the period.

If SpaceX continues to track with previous mega-IPOs, it's likely to experience significant near-term volatility. The company's staggered post-IPO lock-up release schedule could complicate matters, with the prospects of insider selling over the next few months potentially creating downward pressure on SpaceX's share price.

Eight of the 10 largest U.S. IPOs have underperformed the S&P 500 (^GSPC +0.05%) since the companies went public. SpaceX could become the ninth member of this group, but this fate isn't guaranteed.

The company's Starlink satellite internet services unit has a real opportunity to disrupt the wireless services market dominated by telecom giants such as AT&T (T +5.10%), T-Mobile (TMUS +5.78%), and Verizon Communications (VZ +5.84%)

SpaceX's Starmind initiative, though, could be the game changer that makes it more like Meta than Alibaba. Starmind's goal is to launch up to 1 million satellites that process artificial intelligence (AI) workloads. The results from these AI processes would then be beamed back to Earth stations.

While that might sound like something from a science fiction novel, Musk and the SpaceX team believe they can resolve the technological challenges and make it happen. If so, the competitive advantages Starmind would offer -- including low energy costs from solar power -- could make SpaceX the most powerful player in the AI data center market.

The bottom line is that no one knows for sure which path SpaceX will take over the next few years. The company's destiny won't be dictated by past IPOs, even if its current trajectory looks eerily similar to some of them.

Alphabet (GOOG +0.21%) (GOOGL +0.58%) delivered a solid second-quarter earnings report on Wednesday. Cloud revenue was up by 82% year over year, and the Gemini app reached 950 million monthly active users.

Some investors were spooked when Google's parent company raised its capital expenditures guidance, implying that it will spend up to $205 billion this year, which is likely why the stock slipped by more than 6% in Thursday trading. However, that isn't a problem for these three AI companies, which are poised to benefit from higher data center capital expenditures.

Image source: Getty Images.

Cipher Digital Cipher Digital (CIFR -10.34%) builds AI data centers and leases them to hyperscalers like Alphabet. It's a play on the need for electricity to power those massive server clusters, and Cipher Digital can keep its costs lower than neoclouds since it does not provide the chips or software. Tenants must bring those resources themselves.

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It's a convenient model for customers that use custom chips. Alphabet has been prioritizing its custom-made Tensor Processing Units (TPUs)  for its products and is even offering them to smaller cloud companies, directly competing with Nvidia. Cipher Digital's co-location model offers more flexibility and lower overhead costs than Iren or Nebius, which have both committed to vast Nvidia chip fleets.

Cipher Digital is on target for a 4.2 gigawatt portfolio capacity by 2030, and it's continuing to sign new hyperscaler tenants. While net operating income remains low since it takes time to turn contracts into recognized revenue, Cipher Digital projects substantial growth in its net operating income next year. It's supposed to rise from $86 million to $646 million based on secured contracts that just need AI capacity.

Revenue will also be quite predictable due to the 15-year leases that Cipher Digital has its tenants sign. Alphabet's commitment to higher capital expenditures suggests Cipher Digital's AI data centers are about to get more demand.

Broadcom Chipmaker Broadcom (AVGO -2.88%) is the leading designer of application-specific integrated circuits (ASICs). It collaborates with many tech giants, including Alphabet, on these custom chips. The TPUs Alphabet wants to sell or lease to cloud companies are designed by Broadcom.

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Alphabet's decision to make its TPUs an even larger part of its business will directly translate into more sales for Broadcom. That extra demand for chips and the ongoing shortages of AI processors will give Broadcom more leverage to charge higher prices and enhance its margins.

Broadcom is already doing quite well. Revenue increased by 48% year over year in its fiscal 2026 second quarter. Its AI semiconductor business accounted for almost half of its total revenue, and that segment grew by 143% year over year.

Since the AI semiconductor segment continues to make up a larger percentage of total revenue, Broadcom is likely to deliver accelerated revenue growth rates in the upcoming quarters. CEO Hock Tan told investors to expect AI-related semiconductor revenue to "grow over 200% year over year to $16.0 billion." That was before Alphabet revealed its higher capex guidance to investors.

Micron Micron's (MU -7.24%) memory chips and components occupy prominent positions in data center, including within the processors that Broadcom designs. Higher demand for TPUs will benefit Micron as well, but the company's memory also goes into general-purpose data center GPUs like the ones that Nvidia produces.

Even though Micron's stock price has more than tripled this year, it should have more room to rally. In its fiscal 2026 third quarter, evenue more than quadrupled year over year, and management's guidance for $50 billion in fiscal 2026 fourth-quarter revenue would be a meaningful sequential jump from its $41.5 billion in fiscal Q3 revenue.

Continued shortages of memory have helped Micron secure high profit margins for its chips. It's also signing multiyear deals with customers to make future revenue more predictable and minimize the hit it will take when supply catches up with demand and the cycle shifts from the boom phase to the bust phase.

As demand for Alphabet's AI-enabled products grows, the company will need more memory chips. Google Cloud, Gemini, Waymo, and even Google's search engine all rely on these chips to function properly. Higher capital expenditures from tech companies broadly often translate into more sales for Micron.

Nvidia (NVDA -1.01%) has been one of the biggest winners of the artificial intelligence (AI) boom. The tech giant entered the market early and became the AI chip leader, and then it went on to build an AI empire, selling a broad portfolio of related products and services.

All of this has helped the company's earnings reach record levels -- more than $215 billion in revenue and $120 billion in profit in the latest full year. And the stock has also climbed, surging in the triple-digits over five years. Though Nvidia shares have lost some momentum this year, the company is well-positioned to deliver growth to investors over time. It's important to remember that the AI market is expected to surpass $3 trillion early next decade.

So, with a potential catalyst for stock performance on Aug. 26, you may be wondering if you should buy shares before that date. Let's consider what history has to say.

Image source: Getty Images.

Nvidia in the AI market Before diving in, let's take a closer look at Nvidia's path in the AI market so far. This tech giant has been in business for more than 30 years, but in its earlier days, it generated most of its revenue from selling its graphics processing units (GPUs) in the video gaming market. The company, recognizing the power of these chips, then designed a parallel computing platform that allowed for broader use. And when Nvidia chief Jensen Huang saw the AI opportunity, he decided to go all in and design GPUs specifically to suit that purpose.

This proved to be a game-changing decision for the company, as we can see through the revenue growth and stock performance in recent years.

NVDA data by YCharts

Why has Nvidia lost momentum this year? For a few reasons. Investors have worried about the levels of tech spending on AI infrastructure and whether the revenue opportunities will be as big as expected. General concerns about rising prices in the U.S. and turmoil in Iran also have prompted investors to become more cautious -- and rotate out of growth stocks, which are sensitive to economic shifts.

Meanwhile, investors who have chosen to stick with AI stocks in many cases have turned to players that hadn't climbed as much as Nvidia in the earliest stages of the AI boom. For example, memory and storage players such as Micron Technology and Western Digital saw their stock prices advance about 150% from the start of 2023 through the first half of last year, while Nvidia delivered a gain of more than 900%. This year, those two AI stocks have each jumped more than 200%, while Nvidia has delivered an increase of 11%.

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Commitment to innovation But, as I mentioned above, the AI growth story remains solid, and Nvidia's commitment to innovation should keep earnings marching higher. And speaking of earnings, let's now talk about the event on Aug. 26. This is Nvidia's fiscal 2027 second-quarter earnings report.

Should you buy the stock ahead of that event? History shows us the following about Nvidia's stock performance in the five trading days after its earnings reports. After the past 13 quarterly reports, the stock has fallen eight times during the five days that follow. Two of the declines were in the double-digits, and the others were in the single-digits.

So, history tells us that if you buy Nvidia stock ahead of its Aug. 26 report, you may not benefit from a post-earnings gain. Of course, it's important to remember that history isn't always right, but it offers us a general idea of what has commonly happened over time.

Does this mean you should avoid Nvidia stock? Not necessarily. Nvidia remains an excellent buy due to its well-established leadership in AI chips, its expansion across other products and services, and its long-term prospects in the AI market. And right now, trading at 23x forward earnings estimates, it's particularly cheap. This means that you shouldn't rush into Nvidia stock with the expectation of a quick gain after Aug. 26. Instead, it's a better idea to pick up the shares with the idea of focusing on long-term performance -- and there, you might score a major win.

As capital markets navigate mid-summer volatility, Cathie Wood’s ARK Invest has been quietly repositioning its flagship portfolios.

The growth-focused asset manager made headlines throughout July 2026 by taking profits and trimming exposure to several market darlings.

Rather than abandoning technology, Wood’s systematic divestments reflect a tactical pivot away from mature tech valuations toward high-conviction, early-stage opportunities across her active exchange-traded funds (ETFs).

Here are three popular names she has unloaded this month.

Semiconductor powerhouse Advanced Micro Devices emerged as ARK Invest’s largest overall reduction during mid-July 2026.

During the week ended July 17, ARK offloaded roughly $39.2 million worth of AMD shares across its fund lineup, including a single-day selloff of 23,573 shares ($11.8 million) on July 17 alone.

Wood continued trimming the position on July 20, selling an additional 8,129 shares valued at over $4 million.

While AMD stock remains a critical beneficiary of the artificial intelligence hardware buildout, Wood’s aggressive profit-taking highlights a deliberate shift away from legacy chipmakers following their multi-quarter run.

Retail brokerage favorite Robinhood Markets also faced steady selling pressure from ARK Invest as July progressed.

The trading app operator, which has benefited immensely from surging retail crypto and options activity, was trimmed across ARK’s Fintech Innovation ETF (ARKF) and Next Generation Internet ETF (ARKW).

On July 20, ARK sold 41,322 shares of HOOD valued at roughly $4.13 million.

The ongoing reduction marks a calculated retreat from consumer-facing brokerages, allowing Wood to capture gains following Robinhood’s stock appreciation while maintaining strict concentration limits across her fintech holdings.

E-commerce platform Shopify experienced one of the single largest sell orders across Wood’s fund suite this month.

On July 20, ARK Invest sold 203,352 shares of Shopify across its flagship ARK Innovation ETF (ARKK), ARKW, and ARKF, amounting to an eye-popping $25.1 million in a single trading session.

Although Shopify remains an innovation titan in digital retail software, Wood routinely scales back position sizes after extended share price expansions.

The massive mid-July trade underscores a disciplined rebalancing routine, unlocking liquid capital from a mature core holding.

The unified thesis behind Cathie Wood’s decision to trim AMD, Robinhood, and Shopify centers on valuation discipline and strategic capital reallocation.

Following substantial price run-ups, these mega-cap and mid-cap tech favorites reached elevated valuation multiples, triggering ARK’s automated portfolio rebalancing thresholds.

Instead of sitting in cash, Wood is funneling these proceeds into assets she believes offer asymmetric upside – most notably expanding allocations in billionaire Elon Musk’s aerospace and AI titan SpaceX, clean baseload developer X-Energy, and mega-cap giant Meta Platforms.

Note that Wood expects SpaceX to eventually become the most important company in the whole wide world.

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SummaryLockheed Martin delivered accelerating organic growth, a record backlog, and raised guidance, supporting my buy rating after an 8.7% stock outperformance.LMT's Q2 results featured 7% underlying sales growth, strong free cash flow recovery, and a $230 billion backlog, but margin expansion remains limited.Missiles & Fire Control is the core growth engine, with new multi-year contracts enhancing volume and profit retention, while execution risks persist in scaling production.I downgrade LMT from strong buy to buy as upside moderates; the price target is $643.33 in the base case, with share repurchases likely resuming post-Ultra Maritime acquisition.Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » Photofex-AT/iStock Editorial via Getty Images

Lockheed Martin (LMT) delivered a strong quarter and raised its guidance, supporting my strong buy rating issued in June (Note: My prior report erroneously identified Lockheed Martin as a buy, contradicting the strong buy

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Sui [SUI] faced a 5% price drawdown in the past 24 hours, with a 9.6% uptick in daily trading volume. This was worrisome as it suggested a short-term increase in selling pressure.

The rest of the crypto market has faced losses over the past day, too. Bitcoin [BTC] and Ethereum [ETH] were down 1.05% and 1.14%, respectively. Compared to these market leaders, Sui was underperforming in the short-term.

Why the Sui downturn is surprising Coinbase announced that SUI can be staked directly on the exchange. Staking rewards would directly accumulate to the user’s account. It offered an easy, effortless way of earning rewards.

Source: Ted on X Trader Ted noted that the bullish catalyst could help the altcoin break past the descending trendline resistance in place since early June. The token has defended the $0.66 support zone well so far.

Some more consolidation followed by a bullish breakout was a viable scenario, the trader wrote.

Source: SUI/USDT on TradingView The swing low at $0.65, made in June, marked the swing structure’s low. The RSI on the 1-day timeframe recently climbed above neutral 50, but the losses of the past three days sent the momentum indicator tumbling once more.

The OBV was in a downtrend, although the selling pressure has eased in July.

A pullback, in the form of a rally toward $1.12-$1.25, the Fibonacci golden pocket, was technically possible. However, it was far from playing out in reality.

Traders’ call to action- Wait Source: SUI/USDT on TradingView In July, SUI has been trading within the $0.70-$0.77 range. Traders can look to trade the token within this range. The RSI on the 4-hour chart was in oversold territory as the token approached the range lows.

While this can be a buying opportunity, a breakout past the $0.82 local resistance zone would be a stronger buy signal for swing traders. Similarly, a breakdown below $0.65 would signal that the next impulse bearish price move was imminent.

Final Summary The Coinbase staking news has served as a sell-the-news type event. The short-term range between $0.70-$0.77 might provide trading opportunities, but the $0.82 supply zone is also one to keep an eye on.

Here's the latest from the Core Team amid the struggles of the project's native token.

Pi Network’s team announced earlier today that it has completed the distribution of its second testnet token, called Slice, through the Pi Launchpad.

The statement also outlined how users (known as Pioneers) can take advantage of and explore its functionalities.

SLICE Distributed Recall that the initiatives around testnet tokens began on PiDay 2026 (March 14), and nearly 480,000 users took part in the Launchpad testing. According to the team, they generated “valuable feedback on the Launchpad mechanism,” which was incorporated into a simpler participation flow, updated mechanics, and an improved user experience.

To build on top of the initial progress, Pi Network launched a second testnet token called Slice in June. Testing began on June 12 and remained open until June 28 (Pi2Day). Although it has been almost a month since then, the team remained quiet on the SLICE front until earlier this morning.

In a post on X, they announced the successful distribution of the testnet token and urged users to explore the “post-launch experience and see how liquidity pools work through the new price tracking feature.” They explained that the Launchpad app in the Pi Browser shows individual allocation details, the launch and effective token prices, access to the SLICE liquidity pool, and a chart tracking changes in the asset’s price relative to test-Pi (the other testnet token).

PI’s Weird Price Moves The official native token of the project has been quite volatile lately, mostly heading downhill. It plunged to a new all-time low of $0.07 a couple of weeks ago after it lost the coveted $0.10 support. After a few unsuccessful breakout attempts, it finally rocketed by 20% daily last Sunday and challenged the same level but from the downside.

However, the resistance now was too strong, and PI failed in its tracks. Another major leg down came yesterday when it plummeted by over 10% to $0.082 after some warning signs hinted at an upcoming rejection.

Meanwhile, some users have complained online that they have detected strange activity in their Pi Wallets, including missing tokens and countless failed transactions to unknown addresses.

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According to EmberCN’s monitoring, the Worldcoin Foundation sold 217 million WLD tokens to institutions including Pantera Capital roughly 8 hours ago, securing approximately $52.5 million in funding. The Worldcoin Foundation had not previously disclosed the specific sale price, but following the announcement, the team wallet transferred around 217.4 million WLD tokens to multiple addresses. Calculated based on the token volume and financing amount, the sale price came to roughly $0.24 per token, a roughly 36% discount to WLD’s current market price. The sold WLD tokens are subject to a 1-year lock-up period, with institutional investors gaining trading eligibility once the lock-up period expires.

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Shenzhen announces multiple cases of illegal self-media accounts related to virtual currency, which were shut down for inducing participation in illegal financial activities.

The People's Bank of China Shenzhen Branch, Shenzhen Securities Regulatory Bureau, Shenzhen Internet Information Office, and Shenzhen Local Financial Regulatory Bureau recently jointly launched a special rectification campaign on online information in the financial sector, and announced a number of typical cases of illegal self-media accounts involving virtual currency and illegal stock recommendation. Multiple accounts were dealt with for illegally publishing virtual currency-related marketing and promotional information, including accounts such as "USDT Merchant Exchange Group", "Gather to Play Virtual Currency", "Search Bitcoin", "WePay Quick Exchange", and "Zhonglian Laojiu". These accounts are suspected of promoting virtual currency services to domestic users and inducing the public to participate in illegal financial activities related to virtual currency. Authorities stated that in accordance with policy requirements such as the "Notice on Further Preventing and Dealing with Risks Related to Virtual Currency and Other Issues", the above-mentioned illegal accounts have been permanently closed by platforms in accordance with laws and regulations and relevant agreements. Shenzhen authorities said they will continue to strengthen the governance of online financial information, crack down on illegal and irregular activities such as virtual currency speculation and illegal stock recommendation, and maintain the order of the financial market.

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U.S. Ethereum ETFs end five consecutive days of net inflows, but remain in net inflows for the third straight week.

U.S. spot Ethereum ETFs posted a net outflow of $70.7 million yesterday, ending their prior five consecutive trading days of inflows. Between July 17 and 24, Ethereum ETFs saw a cumulative net inflow of $211.25 million. Despite Friday’s negative flow, Ethereum ETFs still notched a weekly net inflow of $103.9 million by week’s end, marking their third straight week of inflows. Since July, Ethereum ETFs have accumulated a net inflow of $337.74 million. Bitcoin ETFs also experienced outflows: U.S. spot Bitcoin ETFs had a net outflow of $240.08 million on Friday, ending a seven-day inflow streak that began on Thursday. Even so, Bitcoin ETFs recorded a weekly net inflow of $103.9 million, with a cumulative net inflow of $233.96 million since July, marking their third consecutive week of inflows. BTC is currently trading around $64,000, while ETH stands at approximately $1,854, below this week’s high of $1,954.

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MORPHO surged more than 13% in a short period before pulling back, with its current market capitalization standing at $1.172 billion.

Likely driven by news that Upbit will list the MORPHO/KRW trading pair, MORPHO surged over 13% in a short time before pulling back, currently trading at $2.024 with a market cap of $1.172 billion.

1 seconds ago

Upbit will list the MORPHO/KRW trading pair, with trading opening at 18:00 on July 25.

Crypto trading platform Upbit announced that it will list MORPHO (Morpho) on its South Korean won (KRW) market at 18:00 on July 25, with support for the Ethereum network. The platform stated that after MORPHO trading goes live, buy orders will be restricted within approximately 5 minutes; for roughly 2 hours following the listing, all order types except limit orders will be restricted.

1 seconds ago

Crypto industry losses reached approximately $1.32 billion in the first half of 2026, with access control vulnerabilities emerging as the largest source of attacks.

According to Onchain Lens statistics, the crypto industry recorded 224 publicly disclosed security incidents in the first half of 2026, with cumulative losses totaling approximately $1.32 billion. Among these, "access control vulnerabilities" caused the largest losses, as multiple large-scale attacks originated from compromised permission management or breached private key/admin privileges. The affected projects include: Kelp DAO ($292 million in losses), Drift Protocol ($280 million), Humanity Protocol ($31 million), Step Finance ($30 million), Truebit ($26.5 million), Resolv Labs ($25 million), AFX ($24.15 million), and BonkDAO ($21 million). Additionally, phishing and social engineering attacks resulted in around $282 million in losses; oracle-related attacks impacted Ostium ($24 million), Blend Protocol ($10.86 million), and Bonzo ($9 million). Data shows that a small number of large-scale attacks accounted for the majority of total losses. Permission management, user security education, and oracle risks remain key areas for the crypto industry’s security protection in 2026.

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Trump is anxious over the Iran war, as the conflict enters its fifth month with no signs of ending.

U.S. President Donald Trump is growing increasingly dissatisfied with the escalating Iran conflict. The conflict, originally expected to end within weeks, has entered its fifth month. Ongoing military operations have driven up energy prices and could impact the Republican Party’s performance in the November midterm elections. Sources say Trump is frustrated with the conflict’s progress and is seeking to exert greater pressure on Iran. Since the collapse of the ceasefire agreement, U.S. forces have carried out continuous strikes against Iran, with operations now in their 13th consecutive day, leaving 18 U.S. service members dead. Trump stated that the U.S. is "fully prepared" but remains in communication with Iran, adding that Iran is becoming "increasingly serious." However, analysts note Trump faces multiple challenges: a troop withdrawal would trigger political pressure, escalating operations could expand risks, and previous negotiations failed to reach a long-term peace agreement. The escalating conflict has roiled global energy markets, with Brent crude oil prices briefly topping $100 per barrel this week, and U.S. gasoline prices rising in tandem. Meanwhile, Iran-backed Houthi attacks on Red Sea shipping have further complicated the regional situation. Analysts believe both the U.S. and Iran have the capability to sustain the conflict, which may enter a prolonged phase of attrition. The Trump administration aims to force Iran back to the negotiating table via military pressure, but has not yet found a clear exit strategy.

1 seconds ago

World, the online identity-verification venture co-founded by OpenAI CEO Sam Altman, raised $52.5 million through a token sale of Worldcoin (CRYPTO: WLD) on Friday, drawing strategic investors under a 12-month lockup.

Long-Term Bet From Crypto HeavyweightsWorld, operated by Tools for Humanity and led by CEO Alex Blania, verifies users through Orb devices that scan their irises to issue a World ID. The digital identity is designed to distinguish real people from bots online.

What You Should KnowThe token sale follows Grayscale Investments‘ July filing for a spot Worldcoin ETF under ticker “GWLD.”

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Monolithic Power Systems is evolving into a rack-level power-management leader for AI-accelerator applications, not just a high-end analog chip supplier. MPWR's Buy rating is justified by a robust Enterprise Data backlog, optics adoption, and a credible path to earnings above consensus, supporting a $1,650 fair value. 2026 revenue is projected at $3.71 billion, driven by at least 85% Enterprise Data growth and 40% Communications growth, with operating margins near 37%.

Over the three years leading up to their peak, shares in Nu Holdings (NU -0.53%) skyrocketed 329%. Since hitting that all-time high, however, they have fallen 24% (as of July 23). This drop could have been caused by a number of factors, such as a worry that growth will slow, macroeconomic factors, or a leadership change, all of which weakened market sentiment.

Opportunistic investors will take the time to figure out if this fintech stock is a worthy buy on the dip. Is it time to invest $3,000 in Nu, which will get you about 211 shares at the current price? The evidence is clear on what to do.

Image source: Getty Images.

Driving profitable growth while building a moat One of Nu's notable features is that it continues to report surging growth. During the first quarter (ended March 31), revenue jumped 42% year over year to $5.3 billion. The customer base, now at 135 million, increased 14% compared to Q1 2025.

Additionally, Nu's monthly average revenue per active customer was $15.90 in the first quarter. That figure rose 23% year over year on a currency-neutral basis.

This has propelled profitability for the business. Nu's diluted earnings per share soared 44.9% between 2024 and 2025. And over the following three years, consensus analyst estimates call for this bottom-line figure to grow at a compound annual rate of 35%.

Because the business doesn't operate any physical bank branches, it can run a leaner model that can capture cost advantages as it scales up. What's more, like other banks, Nu's ability to cross-sell financial products can drive higher switching costs for customers. At the end of 2024, the average customer used 4.1 different offerings, with newer cohorts ramping up quickly.

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There's value at today's price The best investors understand that high-quality companies are rare. These investors have also figured out that it's even harder to spot these kinds of opportunities at attractive valuations. That's why now is a great time to invest $3,000 in this fintech stock.

Nu currently trades at a forward price-to-earnings (P/E) ratio of 20.2. The market is offering shares in this company at a small discount to the overall S&P 500 index. This valuation disparity might not last very long.

As mentioned, Nu's growth has been excellent. And there are signs it's building durable competitive advantages. This is clearly a business deserving of a higher forward P/E multiple, which introduces another potential tailwind for investors. Of course, management has to continue executing well.

If you have a holding period of five years, then you should consider buying Nu stock. It's positioned to be a winner.

Nine major Bitcoin institutions have now joined forces to protect the infrastructure behind the asset they collectively depend on. Anchorage Digital, ARK Invest, BlackRock, Block, Blockstream, Coinbase, Fidelity Digital Assets, Galaxy and Strategy have launched the Bitcoin Security Consortium with combined funding commitments of $15 million over the next three years.

The initiative is being coordinated by Brink, the nonprofit supporting Bitcoin’s open-source developers, with Executive Director Mike Schmidt managing the Consortium’s day-to-day work as a volunteer.

Today nine institutions including BlackRock, Fidelity, Coinbase, and Strategy announced the Bitcoin Security Consortium (@BTCconsortium), pledging $15M toward Bitcoin security work over the next three years. I've agreed to help coordinate the group's work as a volunteer.

I said…

— Mike Schmidt (@bitschmidty) July 23, 2026 Why This Matters NowThe launch reflects a major shift in how institutional players view Bitcoin development. For companies holding billions of dollars in Bitcoin exposure, funding the developers responsible for maintaining the network is increasingly becoming a form of risk management.

BlackRock Global Head of Digital Assets Robert Mitchnick said Bitcoin Core developers perform “incredibly important work” and that the group would provide “significant additional funding” for Bitcoin’s long-term security.

The Consortium’s focus is not simply on improving Bitcoin today. It is also preparing for threats that may still be years away.

The Quantum ChallengePost-quantum cryptography has emerged as the group’s main funding priority. Quantum computers capable of breaking Bitcoin’s existing cryptographic protections do not currently exist, but the possibility has become an important long-term concern for the technical community.

The Consortium will support developers and researchers already working on potential solutions rather than decide how Bitcoin itself should evolve.

That distinction is important because the group has no authority over Bitcoin’s protocol.

Funding Without Buying InfluenceThe nine members will not place their pledges into one central pool controlled by the Consortium. Instead, each institution will independently decide where its funding goes, including developers, researchers and organizations supporting Bitcoin’s security.

The Consortium will also take no position on specific protocol upgrades and will not speak on behalf of Bitcoin or its developers.

Its role is therefore closer to a funding and information network than a lobbying organization.

Strive Adds to the Institutional PushThe timing also stands out. One day before the Consortium was announced, Strive, Inc. unveiled its own Bitcoin Stewardship Commitment and directed initial support through Brink.

Strive is not one of the nine founding members, but both announcements point to Brink becoming an increasingly important channel for companies seeking to support Bitcoin’s open-source infrastructure.

What Comes NextThe $15 million pledge signals that Bitcoin security is becoming a boardroom issue. However, the commitment currently covers only three years, while quantum-safe upgrades could require much longer-term funding. The bigger test will be whether these institutions renew their support once the initial pledge period ends.

For now, the Consortium creates a new model for institutional Bitcoin involvement. The companies with the most exposure to Bitcoin are funding the network’s security, while deliberately avoiding direct control over its development.

That balance could become increasingly important as institutional ownership grows and Bitcoin’s future security becomes too financially important to leave entirely to short-term funding cycles. 

Story Ends Here

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Sam Altman is well known for leading OpenAI, the disruptive force that created the artificial intelligence (AI) revolution. But he is also a disruptive force as a backer of technologies across a range of industries, most famously at nuclear energy start-up Oklo (OKLO -8.43%). The stock went on a miracle run last year on bullish enthusiasm tied to the power needs of AI data centers, hitting a market cap of around $25 billion in 2025.

Now shares are down 75% in less than a year. Does that mean you should follow Altman and his investment worth hundreds of millions of dollars and buy the dip on Oklo stock?

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Nuclear energy innovation Nuclear energy may be a way to generate electricity for power-hungry AI data centers without raising residential electric bills.

Companies like Oklo are designing small modular reactors that can directly power these data centers, skipping the electric grid. In fact, Oklo aims to build its own nuclear power facilities and operate them for customers such as Meta Platforms, which has signed a large agreement with Oklo.

Such contracts could generate reliable revenue in the billions of dollars year after year for AI data centers. Oklo is currently working with the Department of Energy on a pilot reactor in Idaho to pave the way for this future growth. However, as of this writing, its design has not been fully approved by the Nuclear Regulatory Commission.

Image source: Getty Images.

The truth about Oklo stock The fact that Oklo does not have a working reactor design today means it might be many years -- if not a decade -- before it starts operating its first power plant for a customer like Meta Platforms. Right now, it is generating zero revenue and will generate only a negligible amount from its isotope business for the foreseeable future.

Over the last 12 months, free cash flow was negative $154 million. This figure will only get worse as the business scales up manufacturing. Plus, even after this share price collapse, Oklo still trades at a market cap of $7.6 billion, despite zero revenue. A combination like this is a recipe for massive investor risk. Just because the stock has already fallen 75% does not mean it cannot fall another 75% from here. Avoid buying the dip on Oklo stock today.

Brett Schafer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Meta Platforms. The Motley Fool has a disclosure policy.

Will history repeat in August with another leg down?

Although it was stopped at its monthly peak of $67,000 earlier this week, July has gone quite favorably for the primary cryptocurrency for now, showing a double-digit surge from its early low of under $58,000 to roughly $65,000 as of press time.

However, popular analyst Ali Martinez brought up a painful historical pattern suggesting that the bears are about to return in August.

Good July, Bad August? We know that historical performance rarely translates into successful price predictions. However, BTC’s moves in July have largely aligned with almost all previous Julys. As such, the warning from Martinez should be taken under careful consideration. The analyst noted that investors should “enjoy the current rally,” but stop and take a look at the seasonal trend.

He added that every single August since 2022 has been in the red, which is confirmed by data from CoinGlass. This streak of four consecutive Augusts with retracements brought some violent declines, such as the 14% drop in 2022 and the 11.3% dip a year later.

If we go back further in history, though, we can see that there have been some quite promising exceptions during the eighth month of the year. Back in 2013, BTC rose by 30%, while the 2017 edition brought a massive 65% surge. However, only three out of the last 12 Augusts have been in the green.

Bitcoin Monthly Returns. Source: CoinGlass Weakening Support Fellow analyst Rekt Capital also weighed in on BTC’s performance in July but outlined a different perspective. He acknowledged that the cryptocurrency has risen by double digits (even though his percentage differs from the one on CoinGlass), but argued that it’s a “far cry from previous rebounds.”

This is because even though bitcoin has defended the $60,000 support and now sits at around $65,000, the double-digit price pump in July came after a significantly more painful June, in which the asset tumbled by more than 20%. Consequently, the 11%-14% surge now can’t even offset the previous month’s losses. The analyst determined that this is a clear sign of “progressively weakening support over time.”

You may also like: Here’s Why Bitcoin Dipped Below $64K Today Bitcoin’s Sharpe Ratio Signals an ‘Optimal’ Spot Accumulation Window Analyst: Bitcoin Stuck Near $65K Because Capital Is Flowing to AI #BTC

The upcoming Monthly Candle Close is slowly approaching

And as things stand Bitcoin has only rallied +14.5% from the ~$60k historical demand area

That’s a far cry from previous rebounds which is a sign of progressively weakening support over time$BTC #Crypto #Bitcoin https://t.co/Hu8UEadXjI pic.twitter.com/9K4cgPJQNl

— Rekt Capital (@rektcapital) July 24, 2026

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Nvidia said it's secured AI memory supply from South Korea's SK Hynix, as the chipmaker tries to lock in a key component for its advanced processors and systems.

The agreement, announced late Friday in San Francisco, could be worth $500 billion over a number of years, and includes the construction of large-scale data centers expected to come online in 2027, Nvidia said.

SK Hynix affiliate SK Telecom will build a cloud business using Nvidia's Vera Rubin systems. Nvidia said it's targeting enough capacity to require 2 gigawatts of power, which indicates a massive buildout with hundreds of thousands of graphics processing units.

Nvidia is aggressively securing supply of high-bandwidth memory, which is essential for its GPUs and systems, as the AI boom has created a global memory shortage. SK Hynix is the leader in HBM production, according to analysts.

"The expansion will include a co-develop opportunity for us on the next-generation SK Hynix AI memory, and this will help us secure a stable supply of HBM memory," Raj Mirpuri, Nvidia enterprise vice president, said on a call with reporters.

The agreement is also a sign that massive AI infrastructure buildouts are moving beyond a handful of hyperscalers, with foreign governments and massive conglomerates starting to get involved.

The deal was announced at an AI summit in San Francisco with South Korean officials including President Lee Jae Myung.

Nvidia also said Friday that it would invest $1 billion into Naver, a Korean cloud company building data centers around its GPUs. Nvidia said the project would provide an opportunity for potential customers in South Korea and around the world to secure AI computing capacity before the 200 megawatts of capacity is completed.

SK Hynix, South Korea's second most valuable company, listed on the Nasdaq earlier this month as part of an effort to finance infrastructure developments.

WATCH: South Korea's AI boom is spilling into housing

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News Summary:

NAVER, NVIDIA and Brookfield plan to invest in gigawatt-scale, multi-tenant AI cloud infrastructure to power the next generation of AI companies in Korea and the U.S.NAVER and NVIDIA team plan to expand the initial NVIDIA DSX AI factory buildout at GAK Sejong data center from 55 megawatts to 200 megawatts by 2028.NAVER plans to continue its path toward gigawatt-scale sovereign AI infrastructure, deploying the NVIDIA DSX platform to deliver full-stack, lowest-cost AI factory infrastructure for enterprises, industries and government.
SAN FRANCISCO, July 24, 2026 (GLOBE NEWSWIRE) -- AI Summit -- NAVER, NVIDIA and Brookfield today announced a proposed expansion of Korea's sovereign AI factory infrastructure, with planned investments that will grow the initial NVIDIA® DSX™ AI factory deployment to 200 megawatts — more than tripling the 55-megawatt buildout announced last month. NAVER intends to expand its deployment of NVIDIA AI infrastructure to 1 gigawatt.

Announced during Korea President Jae Myung Lee’s AI Summit visit to San Francisco, the planned 200-megawatt expansion marks a significant acceleration of Korea’s national AI ambitions. The expanded infrastructure will be built with the NVIDIA DSX platform at NAVER’s GAK Sejong hyperscale data center in Sejong, South Korea.

NVIDIA plans to invest $1 billion into NAVER Corp. Brookfield has entered into a nonbinding term sheet to fund up to $9 billion. NAVER will fund the remaining amounts to finance the project. NVIDIA’s planned investment is subject to customary closing conditions and NAVER finalizing at least $9 billion of committed financing for the project, separate from NVIDIA’s planned investment. The expanded infrastructure will provide Korea- and U.S.-based AI innovators with access to production-scale AI compute for building next-generation models, agents and AI-powered services.

“NVIDIA’s planned strategic investment and our infrastructure supply agreement with Brookfield have propelled NAVER’s vision for the AI factory business into a robust execution phase,” said Haejin Lee, founder and chairman of NAVER. “Leveraging the solid partnerships with our global partners, we will drive technological innovation, foster a sovereign AI ecosystem and spearhead efforts to strengthen South Korea’s AI competitiveness.”

“The partnership will combine Brookfield’s global AI infrastructure investment capabilities, NAVER’s full-stack AI and data center operating expertise, and NVIDIA’s accelerated computing platform to advance Korea’s AI capabilities,” said Sikander Rashid, global head of AI infrastructure at Brookfield. “As AI adoption accelerates across the global economy, access to trusted, sovereign and scalable AI infrastructure is becoming an increasingly important strategic priority for companies and countries.”

“AI factories are the infrastructure nations need to compete and innovate in the intelligence era,” said Jensen Huang, founder and CEO of NVIDIA. “Together, NAVER, NVIDIA and Brookfield are building sovereign AI infrastructure at the scale needed to fuel Korea’s startups and industries. This is how nations and companies are building their futures in the age of AI.”

Expanding AI Factory Capacity to Fuel AI Innovators
The 200-megawatt AI factory is expected to feature advanced NVIDIA AI infrastructure including the NVIDIA Vera Rubin and NVIDIA Blackwell platforms. It intends to provide the compute, software and support needed to develop and deploy competitive AI models and applications at scale. As an NVIDIA Cloud Partner, NAVER provides deep expertise in operating hyperscale infrastructure powered by the full-stack NVIDIA AI platform.

Today’s proposed expansion builds on the June announcement in which NAVER committed to extending its GAK Sejong data center with NVIDIA DSX, with a long-term path to gigawatt-scale sovereign AI infrastructure to serve Korea’s enterprises, industries, government organizations and global AI cloud customers.

Brookfield Investments Scale AI Infrastructure Deployments
Brookfield has established one of the industry’s leading AI infrastructure investment platforms, with approximately $100 billion of assets under management across the AI infrastructure value chain including data centers, compute, semiconductor manufacturing and dedicated power generation.

The planned NAVER investment will mark another significant milestone in Brookfield’s strategic partnership with NVIDIA. Building on NVIDIA’s participation as a founding partner in the Brookfield Global AI Infrastructure Program, the planned investment combines Brookfield’s capital and AI infrastructure and power expertise with NVIDIA’s accelerated computing platform to support the deployment of large-scale AI factories.

Brookfield has been an active, long-term investor in Korea since establishing a presence in the country in 2014 and currently manages approximately $12 billion of assets across infrastructure, real estate and energy.

NVIDIA DSX Platform Powers Expansion
The NVIDIA DSX platform provides an end-to-end, codesigned stack for AI factories — spanning chips, systems, software, facilities and partner technologies — purpose-built to minimize token cost and accelerate time to first production.

NVIDIA DSX MaxLPS™ software maximizes token throughput per megawatt, while NVIDIA DSX OS™ provides lifecycle management, health automation, resiliency and multi-tenant AI factory management across the expanded infrastructure.

Open Models Accelerate Growth
In addition, the expanded infrastructure builds on NAVER and NVIDIA’s collaboration on open model development for agentic and physical AI. NAVER is advancing its HyperCLOVA X models to be based on NVIDIA Nemotron™ 3 Ultra open models with its proprietary data and training expertise. NAVER is also the first Korean company to join the NVIDIA Nemotron Coalition, contributing to open model development across pretraining, post-training and reinforcement learning.

NAVER plans to launch an AI agent platform in Korea in the second half of the year, powered by NVIDIA Agent Toolkit software including NVIDIA NemoClaw™ blueprints. NAVER is also developing a Seoul World Model using proprietary urban street-view and spatial modeling data, built on NVIDIA Cosmos™ world foundation models.

About NAVER
Founded in 1999, NAVER is Korea’s largest Internet company and one of the world’s top tech companies. Leading cutting-edge technologies, NAVER operates the No.1 search engine in Korea and holds various business portfolios encompassing commerce, fintech, cloud, AI and robotics.

NAVER recorded sales of KRW 12.04 trillion (USD 8.18 billion) in 2025. TEAM NAVER continues to enhance its business portfolio and expand its global presence across Japan, North America, and Europe, while pursuing innovation through continuous research and development in future technologies.

About Brookfield
Brookfield is a leading global investment firm with more than $1 trillion in assets under management that owns and operates real assets and essential service businesses that form the backbone of the global economy. We invest on behalf of institutions and individuals around the world across infrastructure, renewable power and transition, private equity, real estate, and credit—sectors critical to supporting economic growth and productivity. With a heritage spanning more than a century and operations in over 30 countries, we deploy long-term, patient capital to build the foundational assets and businesses that power a more connected, resilient, and sustainable future—seeking to build long-term wealth for our clients while delivering strong risk-adjusted returns for our shareholders.

About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.

For further information, contact:
NVIDIA Corporation
Corporate Communications
[email protected]

NAVER PR
Hyeyeon Jang
[email protected]

Brookfield
Simon Maine
+44 739 890 9278
[email protected]

Catherine Woods
+61 477 320 333
[email protected]

NAVER Forward-Looking Statements
This press release contains forward-looking statements regarding the NAVER’s future plans, outlook, and initiatives, as of the date of this release. Actual results and outcomes may differ materially depending on future changes in market conditions and business circumstances.

NVIDIA Forward-Looking Statements
Certain statements in this press release including, but not limited to, statements as to: together, NAVER, Brookfield and NVIDIA building sovereign AI infrastructure at the scale needed to fuel Korea’s startups and industries; expectations with respect to NVIDIA’s partnership with NAVER and Brookfield; expectations with respect to demand, growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.

© 2026 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, DSX, DSX MaxLPS, DSX OS, NemoClaw, Nemotron, NVIDIA Cosmos are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability and specifications are subject to change without notice.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/902d8eb8-8754-4f7c-9416-b401eaf128d3

NAVER, NVIDIA and Brookfield NAVER, NVIDIA and Brookfield today announced a proposed expansion of Korea's sovereign AI factory in...

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SummaryTaiwan Semiconductor Manufacturing Company is rated Buy, offering unmatched resilience and infrastructural dominance in global chip production.TSM's business model is insulated from AI price wars, with revenue growth driven by physical volume expansion and long-term B2B contracts, not speculative pricing.Geopolitical and macroeconomic risks are systemic, but TSM's diversified customer base and irreplicable human capital provide structural protection versus fabless peers.Even without multiple expansion, TSM's 10–25% annual EPS/revenue growth, minimal debt, and stable dividends make it a core anchor for long-term portfolios. Sundry Photography/iStock Editorial via Getty Images

Taiwan Semiconductor Manufacturing Company (TSM)—a key world manufacturer, without which the physical existence of the products of giants of Silicon Valley is simply impossible. However, the company is valued by the market with a

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Perský záliv je vodní plocha ohraničená osmi zeměmi: Bahrajnem, Íránem, Irákem, Kuvajtem, Katarem, Saúdskou Arábií, Spojenými arabskými emiráty a Ománem. Na stránkách The Conversable Economist to připomíná ekonom Tim Taylor s tím, že některé z těchto zemí jsou nejvýznamnějšími světovými vývozci ropy. Ropné tankery opouštějící Perský záliv přitom musí proplout Hormuzským průlivem. O něm se již pár měsíců často hovoří, ale Taylor se věnuje jiným místům, která jsou také z hlediska mezinárodní dopravy specifická.

Hormuz je „kanálem dlouhým asi 100 mil s přepravními trasami pro velké ropné tankery. Tyto trasy jsou v nejužším místě široké jen asi dvě míle v každém směru. Toto úzké místo hraničí na severu s Íránem a na jihu se SAE a Ománem. Takové úzké zóny mohou způsobovat problémy, a to nejen kvůli ozbrojenému konfliktu.“ Taylor zde připomíná, že třeba v roce 2021 loď Ever Given najela na mělčinu a na šest dní zastavila dopravu v celém Suezském průplavu.

„Přibližně 90 % mezinárodního nákladního obchodu se přepravuje přes oceány. Jaká jsou další hlavní místa, která mohou tento obchod zablokovat? Stephan Maurer, Luke Heath Milsom a Ferdinand Rauch se tomuto tématu věnují v článku „Křehkost globálního obchodního systému“, který vydala London School of Economics,“ píše Taylor a z článku vybírá:

Panamský průplav je nejdůležitější pro americkou ekonomiku. Při jeho zablokování by část lodní dopravy musela plout kolem jižního cípu Jižní Ameriky. Suezský průplav je důležitý pro evropský obchod, protože jinak by bylo nutné lodní dopravu přesměrovat kolem jižního cípu Afriky. Autoři článku také odhadují, že uzavření Suezského průlivu by snížilo celkový HDP Egypta o 8 %. Malacký průliv se nachází mezi Malajsií a Indonésií a v klíčové části je široký jen asi dvě míle. Je nejdůležitější pro mezinárodní lodní obchod Číny. Přitom při jeho uzavření by bylo nutné lodní dopravu mezi Čínou a Indií, Afrikou, Blízkým východem a Evropou přesměrovat dále na východ alternativní trasou, jako je průliv mezi indonéskými ostrovy Sumatra a Jáva.

Autoři se také zabývají možnostmi plynoucími z otevření dvou nových obchodních tras. Pokud by lodě mohly volně proplouvat Severozápadním průplavem přes Severní ledový oceán, bylo by možné přesouvat obchod mezi Atlantským a Tichým oceánem, nebylo by nutné plout Panamským průplavem nebo přes jižní cíp Jižní Ameriky. Navrhovaný průplav u Thajska by byl zase potenciálně rychlejší než Malacký průliv nebo jeho alternativy, ale zároveň by se jednalo o obrovský infrastrukturní projekt.

Taylor vše uzavírá s tím, že v „globální ekonomice s téměř okamžitou komunikací a rychlou leteckou dopravou se někdy může zdát, že na geografických detailech, jako jsou úzké úžiny pro námořní dopravu, až tak nezáleží, což je pravda. Vyjma chvíle, kdy se tyto body uzavřou.“

Zdroj: The Conversable Economist

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SummaryLam Research sits 3-4 steps upstream of IREN renting an energized GPU: equipment order, chip/HBM production, accelerator assembly, datacenter deployment, rental.LRCX is a leading indicator for the backdrop IREN is priced against, not for IREN’s execution. That is still valuable - it tells you whether the neocloud multiple is standing on solid demand.Lam Research's July 29, 2026 earnings report is a free, dated, two-week-early read on the single risk that would de-rate IREN’s valuation multiple independent of its execution - an accelerator/HBM overbuild. shapecharge/E+ via Getty Images

Why LRCX leads IREN - and the limit Lam Research (LRCX) sells wafer fab equipment (etch, deposition, HBM through-silicon-via, and advanced-packaging tools). It sits 3-4 steps upstream of IREN (IREN) renting an

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