NVDA: Venusense Says No Nvidia Cooperation Yet · Venusense said on its interactive platform on 8 month 18 day that it has not yet cooperated with Nvidia. The statement addresses market speculation about a possible partnership. It clarifies current expectations.
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Jin10 Data Compilation: Daily Storage Market News Briefing (2026-08-18)
SanDisk launches a new memory card, and Samsung Display resumes OLED investment betting on foldable screen demand.
- SanDisk launches a new 128GB SANDISK Extreme PRO TF memory card.
- Samsung Display resumes OLED production line investment, betting on growth in foldable screen demand.
Synchrony Announces OpenAI Partnership
Credit card issuer Synchrony announced a partnership with OpenAI. The collaboration, still in its early stages, aims to help Synchrony customers have smoother online shopping experiences. It shows consumer finance moving toward AI-powered services.
CRDO: Credo Surges Ahead of Earnings as Revenue Expected to More Than Double
Credo Technology Group Holding Ltd. shares rose sharply ahead of its earnings release. The company expects revenue to more than double from the prior year. Results are scheduled for after the market close.
Marvell Technology, FormFactor, and Applied Materials Shares Are Soaring, What You Need To Know
Bloomberg reported that Anthropic told prospective investors its second-quarter revenue jumped more than 14-fold, causing a number of stocks to jump in the afternoon session.
- A number of stocks jumped in the afternoon session after Bloomberg reported that Anthropic told prospective investors its second-quarter revenue jumped more than 14-fold.
SNDK: SanDisk Gets New 'Buy' Reco, Surges 8.88% · SanDisk received a new 'Buy' recommendation from an analyst, sending its shares up 8.88%. The upgrade reflects growing confidence in the company's outlook. Investors responded positively to the news.
SK hynix Invests 54 Trillion Won in Yongin Y and Cheongju M17 · SK hynix is investing 54 trillion won in its Yongin Y facility and Cheongju M17. The move aims to expand semiconductor production capacity. It underscores the company's commitment to advanced memory manufacturing.
NFLX: Netflix unveils first images and poster for Habeas Corpus, premiering September 23
Netflix released the first images and poster for its series Habeas Corpus, starring Marjorie Estiano and Any Gabrielly. The show is set to premiere in September 23, expanding the platform's original lineup.
Key Financial Data and Events to Watch Today: 2026 Year 8 Month 18 Day Tuesday
Focus on the financial data and events for Tuesday, 2026 Year 8 Month 18 Day.
- 20:15 U.S. weekly ADP employment change for the week ending 8 Month 1 Day
Jin10 Data Compilation: Summary of Important News from Yesterday and This Morning (2026-08-18)
A summary of important news from yesterday and this morning, covering U.S. debt reduction, overnight market movements, Nvidia AI deployment, Iran's policy shift, and Middle East tensions.
- China, the UK, and Japan all reduced their holdings of U.S. Treasuries in 6.
- Overnight market: U.S. 30-year Treasury yield rose to 5.31%, hitting a 19-year high; U.S. storage concept stocks closed higher; oil rose 3%; gold rose 0.9%.
- Nvidia: OpenAI has committed to large-scale deployment of Nvidia AI infrastructure by 2030, corresponding to approximately $600 billion in compute business scale.
- Iranian officials: Iran has decided to shift its policy from defensive to fully offensive. It has set a deadline of several weeks for the U.S. to fully implement the memorandum of understanding, and will not wait indefinitely for the U.S. to continue its maritime blockade. If the U.S. fulfills its commitments, the Strait of Hormuz will reopen.
- Trump said he would bomb Oman if it obstructs the U.S. effort to reopen the Strait of Hormuz.
- It is reported that Iran seized an oil tanker owned by the UAE in the Strait of Hormuz. Yemen's Houthi rebels claimed to have attacked a Saudi warship.
US-Iran Standoff Lifts Oil Prices · Ongoing tensions between the US and Iran have raised concerns about supply disruptions, pushing oil prices higher. The standoff could further impact global energy market stability.
Jin10 Data Compilation: Middle East Situation Tracking (8 Month 18 Day)
Middle East situation tracking: Tensions in the Strait of Hormuz escalate as Iran seizes an Emirati oil tanker, and the US ships out 800 or 900 ten-thousand barrels of oil daily.
- Iranian media reported that an Emirati oil tanker was seized in the Strait of Hormuz.
- Ship traffic through the Strait of Hormuz decreased significantly over the weekend.
- Iran said not to joke about the Strait of Hormuz.
- Iran reiterated its 'sovereign rights' over the Strait of Hormuz.
- Sources said the Pentagon acknowledged that existing military options cannot ensure the Strait of Hormuz remains open.
- US Energy Secretary Wright said the US is shipping out 800 or 900 ten-thousand barrels of oil daily.
- A political advisor to Iran's Revolutionary Guard said the war must end according to a memorandum of understanding, and the Strait of Hormuz will only reopen when the US fulfills its commitments.
- Iran said the so-called 'unprecedented' US sanctions have no impact on Iran's stance.
AVGO: Broadcom's AI Financing Could Hit $370 billion, but It's Not as Bad as It Seems
Bank of America reportedly downgraded Broadcom's debt over guarantees tied to its new AI financing platform. The platform's financing could reach $370 billion. Still, the impact may be less severe than feared.
China, UK, Japan Reduce US Treasury Holdings in 6 Month
Data shows that China, the UK, and Japan each reduced their holdings of US Treasuries in 6 month. This may reflect adjustments in foreign exchange reserve portfolios. Investors are watching how major holders' selling affects demand for US debt.
AMD: 8-K - ADVANCED MICRO DEVICES INC (0000002488) (Filer)
This filing relates to an indenture arrangement between Advanced Micro Devices Inc and Bank Trust Company, National Association, as trustee. The description covers the base indenture as supplemented by the Third Supplemental Indenture, dated as of the closing date. It indicates the company is updating or confirming trustee and indenture terms associated with its debt instruments.
Trump Fires at Lee Jae-myung Over South Korea's Refusal to Join Iran Action
Trump expressed dissatisfaction with South Korea's refusal to participate in action against Iran and directly criticized Lee Jae-myung. The remarks highlight a rift in U.S.-South Korea coordination on Iran. This could affect future diplomatic alignment between the two allies.
AMZN: Top Investors See Value in Amazon: A Chip Giant Few Have Noticed
Amazon has quietly built one of the world's largest chip businesses, according to top investors, yet its stock has lagged while peers soar. The operation sits inside AWS and could reshape how the market views the AI trade.
NVDA: SpaceX Stock Rise Bodes Well for Nvidia and Google · SpaceX shares have climbed since going public, giving major investors sizable paper gains on their stakes. Trading has been volatile since then, but the upward move is seen as a positive sign for Nvidia and Google.
US-Iran Tensions Add Uncertainty as 30-Year Treasury Yield Hits 19-Year High · The US-Iran situation has introduced new variables, pushing the 30-year US Treasury yield to its highest level in 19 years. This reflects market attention to geopolitical risks.
Trump: US Does Not Seek to Extend MOU with Iran · Trump said the US does not seek to extend the memorandum of understanding with Iran. This indicates the agreement may not be renewed after it expires, affecting the future of US-Iran relations.
Iranian Media Say Emirati Tanker Seized in Strait of Hormuz
Iranian media reported that an Emirati oil tanker was seized in the Strait of Hormuz. The incident could heighten regional tensions and affect international shipping security. No official confirmation has been issued by the parties involved.
SNDK: Sandisk Stock Surges 8% as Analysts Chase $2,250 Target
Sandisk shares jumped 8% after analysts updated their outlook, with a new price target of $2,250. The move reflects growing optimism about the company's prospects. Investors are watching whether the stock can sustain momentum toward that target.
Treasury Selloff Persists; 30-Year Yield Hits Highest Since 2007
The selloff in US Treasuries continues, pushing the 30-year yield to its highest level since 2007. The move signals growing concern over demand for US government debt, which could raise borrowing costs for the government and companies.
AAPL: Apple Wins Major Relief in Antitrust Battle · The deal could reshape a highly profitable part of Apple's business. This marks a key reprieve for Apple in its antitrust fight.
WDC: Western Digital Stock Surges Over 6% as Memory Rally Accelerates · Western Digital's expanding margins and better-than-expected outlook gave investors fundamental support beyond Monday's broader storage rally.
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