Nvidia’s latest earnings release sparked gains across AI hardware stocks tracked by WEEX TradFi. On Aug. 27, Nvidia reported $96.2 billion in revenue for fiscal 2027 Q2, up 106% year over year, while data center revenue reached $89.0 billion, rising 117% from a year earlier. The company also issued Q3 revenue guidance of $108 billion and said fiscal 2028 revenue is expected to grow by about 70%. Following the release, several related names moved higher. WEEX TradFi data showed Lumentum (LITE) gaining 10.16% over 24 hours, Arm (ARM) rising 8.19%, and Western Digital (WDC) advancing 7.82%. WEEX Labs said the latest move was driven by an “AI inflection point + strong growth guidance.” It added that capital is rotating from GPUs into optical interconnect and storage. In WEEX Labs’ view, the near-term trading focus remains the market’s repricing of forward guidance, while investors should watch for pullbacks after expectations are priced in.

AI-related U.S. stocks moved higher in premarket trading, according to data cited by Odaily from MSX.COM. Marvell Technology, traded under MRVL, posted the biggest gain among the names listed, rising 3.45%. Other stocks in the group also advanced, including AMD at 2.69%, ARM at 2.62%, KLAC at 2.45%, and MU at 2.38%. Odaily also said MSX.COM is a decentralized real-world asset, or RWA, trading platform. The platform has listed hundreds of RWA tokens so far, covering tokenized U.S. stock and ETF underlyings such as AAPL, AMZN, GOOGL, META, MSFT, NFLX, and NVDA. No additional market context or trading volume data was provided in the source.

AI-related U.S. stocks moved lower in premarket trading, according to data cited by Odaily from MSX.COM. Among the names listed, Micron (MU) fell 3.53%, Marvell (MRVL) dropped 3.35%, Arm (ARM) lost 2.18%, SPCX declined 1.99%, and KLAC was down 1.86%. Odaily also noted that MSX.COM is a decentralized real-world asset, or RWA, trading platform. The platform has listed hundreds of RWA tokens so far, covering tokenized U.S. stocks and ETF-linked assets. Examples named in the report include AAPL, AMZN, GOOGL, META, MSFT, NFLX, and NVDA. The update was published by Odaily as a market analysis brief. No additional market context or reasons for the moves were provided in the source text.

US stocks tied to semiconductors, memory and optical communications moved lower in Monday premarket trading on Aug. 24, according to market data from BIT (bit.com). Chip names broadly posted modest losses, including Lam Research (LRCX), Intel (INTC), Applied Materials (AMAT), and Arm (ARM). Memory-related stocks also traded lower, with SK Hynix (SKHY), Micron Technology (MU), Western Digital (WDC), SanDisk (SNDK), and Seagate Technology (STX) all in the red. Optical communications names saw some of the steeper declines in the group. Astera Labs (ALAB), Coherent (COHR), Credo (CRDO), and Lumentum (LITE) each fell, while Applied Optoelectronics (AAOI) dropped 11.66%, the largest decline among the stocks listed in the report.

Bitcoin has climbed from $62,900 to $79,500 in a five-day move, marking a 26% gain, according to Forbes as cited by ChainCatcher. The rally came after more than $3.1 billion in short positions were liquidated, a scale trader MARMOT described as one of the largest liquidation events he has seen. He said the move was not driven entirely by organic demand and instead bore the hallmarks of a classic short squeeze, while retail traders were increasingly chasing price and adding to visible FOMO in the market. Views on what comes next are split. Geoff Kendrick, head of digital assets research at Standard Chartered, said his earlier call for Bitcoin to reach $100,000 by year-end may have been too conservative and that the asset could retest its $126,000 record high, with the recovery accelerating after Oct. 6. At the same time, trader David Goldstein warned that the market may be overheating in the short term, calling $80,000 the first key resistance level and pointing to a possible top in the $85,000 to $90,000 range before either a pullback or consolidation around $70,000 to $75,000. Prediction market data and renewed inflows into U.S. spot Bitcoin ETFs have also added to the bullish backdrop.

Gigabyte said on Aug. 20 that it has launched the W775 series desktop AI supercomputer, with the flagship model using NVIDIA’s GB300 Grace Blackwell Ultra chip. The company says the system brings data-center-grade computing into an office-ready floor-standing chassis and extends its AI lineup from data centers to edge and enterprise deployments. The W775-V10-L01 can support up to 400 simultaneous users and delivers peak throughput of 9,000 tok/s. Gigabyte also raised its full-year capital expenditure forecast to NT$28 billion to NT$30 billion, up from NT$23 billion to NT$25 billion, an increase of about 20%.

U.S. stocks fell for a third straight session Tuesday as higher long-term bond yields put fresh pressure on richly valued technology names. The Nasdaq Composite dropped 1.33%, underperforming the Dow Jones Industrial Average and the S&P 500, while the 30-year U.S. Treasury yield briefly touched 5.338%, its highest level since 2007. The move was part of a wider global bond sell-off that also pushed long-dated yields higher in France, Germany, Japan and the U.K. Markets are increasingly focused on the growing debt burden tied to artificial intelligence expansion. According to figures cited in the report, AI-related bond issuance has reached $489 billion so far this year, well above an earlier full-year 2025 estimate of roughly $322 billion, while The Wall Street Journal reported that nine major technology companies have about $3 trillion in off-balance-sheet AI commitments. That backdrop hit semiconductors, memory, optical communications and AI cloud-service providers especially hard. Investors are also weighing fiscal deficits, oil-driven inflation risks tied to the Iran situation, and a heavy event calendar that includes U.S. tariffs on some Canadian products, a 20-year Treasury auction, Federal Reserve minutes and China’s one-year LPR decision.

The Philadelphia Semiconductor Index extended its decline to 5%, according to data from MSX.COM, as semiconductor stocks broadly moved lower. Among the names cited, Marvell Technology fell more than 7%, while Arm and Intel were each down nearly 7%. Micron Technology lost 5.7%, and Nvidia fell more than 2%. The move reflected broad weakness across the chip sector during the session, with multiple major semiconductor names posting sizable losses at the same time. The figures cited were attributed to MSX.COM data in an Odaily newsflash.