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Nvidia reportedly signs $50 billion Texas data center lease

According to multiple reports, chip giant Nvidia has signed a long-term lease agreement with data center operator Hut 8 to rent its 1 GW AI data center park in Beacon Point, Texas. The basic contract value of the transaction is US$19.6 billion (15-year lease t…

Analysis & data

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CRWD market-structure snapshot

Latest close on July 28, 2026: $183.38 (+1.8% on the latest daily bar). HMA21 / HMA55: $186.67 / $200.21. 200DMA: $131.77. Relative volume: 0.58x the 20-day average. Latest comparable filing period: 2027 Q1 ending 2026-04-30; filed 2026-06-04. Comparable growt…

$CRWD

Dataroma superinvestor table update

Superinvestor disclosure watch: Dataroma table update — 23 Jul; BYRN - Byrna Technologies Inc; 102,286; 3.53. Read-through: A single table row is only a lead. Its information value depends on the position change versus the manager’s prior holding, portfolio we…

TEL market-structure snapshot

Latest close on July 28, 2026: $212.88 (+2.6% on the latest daily bar). HMA21 / HMA55: $205.54 / $199.19. 200DMA: $219.87. Relative volume: 0.79x the 20-day average. Latest comparable filing period: 2026 Q3 ending 2026-06-26; filed 2026-07-24. Comparable growt…

$TEL

Late trading: Dow rose about 600 points, Nasdaq fell slightly

In the early morning of July 29th, Beijing time, U.S. stocks traded at the end of Tuesday, with the major stock indexes diverging. Traders are digesting the latest batch of corporate earnings reports, while the semiconductor sector continues to be under pressu…

ITRON, INC. filed an 8-K with the SEC

Primary filing notice from SEC EDGAR. Filed: 2026-07-28 AccNo: 0001171843-26-004912 Size: 633 KB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits

U.S. AI hardware sector continues to fall

The AI hardware sector of the U.S. stock market continued to fall, with the Philadelphia Semiconductor Index falling more than 6%. Nvidia fell 1.6%, TSMC fell more than 4%, Broadcom fell 2.46%, SK Hynix fell 9.54%, and Micron Technology fell more than 12%.