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Today, Europe-based fund management company Handelsbanken Fonder AB announced that it has received a new position of 52,100 (worth about $7.7 million dollars) from its $AAOI
• The news that the Trump administration and the FCC will impose restrictions on optical transceivers of Chinese origin was first leaked by Reuters on August 4.
• Today, research organizations and analysts have published comprehensive reports containing the possible damage of this ban to AI giants (Microsoft, Google, etc.) and the great advantages it will provide to domestic manufacturers such as AAOI.

According to the statement made by S&P Dow Jones Indices, Reddit $RDDT will officially enter the index instead of AvalonBay $AVB Communities before the August 18, 2026 session opening.
• Total Number of Shares (Shares Outstanding): 192.40 million units.

• Number of Public Shares (Float): Approximately 138 million units
• P/E Ratio: Retrospective at 36.90 level
• Gross Margin: %91.44%
• P/S Ratio: 12.94.
• In the report, it is specifically stated that AvalonBay Communities will be removed from the index as a result of the corporate merger with Equity Residential $EQR and the resulting gap w

Fundrise Innovation Fund $VCX rose 14.60% because Anthropic in its portfolio will be available to the public for 2 trillion dollars in October.
• Official SEC reports contain about 57 assets and companies in the portfolio
• List of approximate weight ratios within companies and funds:
• Anthropic: 16.59% (indirect position on Dbh1 LP private partnership fund)
• OpenAI: 16.38% (9.37% Quiet OA Access LP and 7.01% indirect position via SaxeCap Advisors VIII LP affiliate funds)
JPMorgan US Treasury Plus MMkt: 6.08% (Cash and liquidity pool)
HOF Capital AG Follow On LLC: 4.48% (Partnership structu

SanDisk $SNDK shares rose 14.50% today as the company introduced next-generation data storage technology to AI data centers with its production partner Kioxia yesterday, and analysts predicted a huge stock buyback program.
• Yesterday, SanDisk and its partner Kioxia Corporation introduced the flash memory designed to meet the high bandwidth and storage needs of AI data centers. The new product with a 33% faster interface.
• Evercore ISI analyst Amit Daryanani reiterated his $2,800 price target. The analyst predicted that rising NAND prices could generate up to $35 billion in free cash flow ann

Hyliion $HYLN is up 13.50% today. The company announced the balance sheet on Tuesday, August 11 and held a video conference on Wednesday, August 12.
• The company's $4.94 million quarterly revenue showed a tremendous increase of 227% compared to $1.51 million in revenue in the same period last year. This growth was largely due to the acceleration of R&D services offered to the US Navy.
• The loss per share was $0.08 in line with expectations. After positive financial results, the company revised its 2026 full-year revenue forecast upwards by 50 percent.
• The company made a gross profit of 366

Cerebras $CBRS fell approximately 15.50% in after hours trading following the release of its Q2 earnings report on August 12, due to a sharp decline in gross profit margin and weaker-than-expected revenue performance.
• The biggest item that annoyed investors was that the gross profit margin was hit at the level of 14%. The company previously predicted the 36-38% band. The reason for this decline is that hardware sales are weak and the company's high costs when building its own artificial intelligence cloud infrastructure.
• GAAP Revenue: 180.1M Est: 194.2M
• Adjusted Core Revenue: $209.9M (A

Super Micro $SMCI is up 18.90% today due to earnings report.
• While the company's net sales increased by 93% YoY to $11.12 billion, GAAP gross profit margin increased to 17.5%. While net profit reached $1,178 billion with an annual increase of 50%, the profit per share exceeded market expectations with $1.70.
• The turnover of $11.12 billion came close to the bottom of the company's own target ($11 - $12.5 billion). The management stated that this was not due to demand, but by delays in power, liquid cooling and infrastructure preparations in customers' data centers; these deferred revenues w

CoreWeave $CRWV shares rose nearly 19% today as the company announced strong financial results that exceeded analyst expectations in the Q2 and raised its year-end growth forecasts in 2026.
• The company more than doubled its second quarter revenue compared to last year, bringing it to $2.58 billion and exceeded expectations. Net loss was lower than analysts feared with 626 million dollars.
• The company's backlog reached $104 billion. Additionally, over $25 billion in extra customer commitments were secured after the quarter closed.
• EPS announced its value as -1.03$ loss. This result outper

Quantinuum Inc. $QNT shares rose 22% today following the release of its Q2 earnings and the announcement of its Oracle $ORCL partnership.
• The company's three-month net income increased by 279% compared to the same period last year, reaching $8 million due to the strong demand for cloud services. Analyst's expectation was $7.6 million.
• Within the scope of the agreement, Quantinuum's most advanced quantum computer, Helios, will be integrated into an artificial intelligence data center within Oracle Cloud Infrastructure.
• Developers and organizations will be able to support complex AI and

Nebius $NBIS rose 22% today following better than expected Q2 results and strong revenue growth.
• Although the company announced a net loss of $0.49 per share due to infrastructure investments, it performed better than analysts' expectations of a loss of $0.72. CEO Arkady Volozh stated that the demand for artificial intelligence transaction capacity continues to grow exponentially.
• Q2 revenues increased by 454% and reached 582.3 million dollars.
• 4 new deals signed, each exceeding 1 billion dollars
• It marks a sharp turn in operational profitability with $236 million adjusted EBITDA and a

The July CPI data that was released paints a very positive and reassuring picture for the markets and the Fed.
• Headline inflation at 3.4%, in line with expectations, prevented a negative surprise or shock wave in the market. It confirmed that the downward trend in inflation continues.
• Core inflation came in at 2.5%. This figure, which excludes key items like food and energy, falling to 2.5% is crucial. It indicates a healthy approach towards the Fed's permanent target of 2.0%.
• Monthly Change +0.1%. A slight increase of 0.1% on a monthly basis after the decline in June (-0.4%) is not scar

The Breakwave Tanker Shipping ETF $BWET has risen by approximately 1633% since the beginning of the year due to the increase in crude oil shipping costs caused by the escalating geopolitical crisis in the Middle East.
• The BWET fund holds futures contracts indexed not to the direct price of oil, but to the daily rental fees of giant tankers called VLCC (Very Large Crude Oil Carriers).
• Oil transportation costs, which were 3-4 dollars per barrel, increased to over 14 dollars with the crisis. Daily VLCC spot rental fees broke a record and increased the net asset value of $BWET
• Tankers have

Kopin Corporation $KOPN gained 20% today following a $15.4 million MicroLED contract from the U.S. Department of Defense, secured through a strategic partnership with FabricAI.
• Kopin announced its Q2 financial results after the markets shut down. Turnover increased by 51% compared to last year and reached 12.7 million dollars and exceeded expectations.
• Kopin, which earns about 80% of its revenues from the defense market, signed a huge contract of $15.4 million from the US Department of Defense for MicroLED screens to be used in military augmented reality (AR) applications. He also received

Fermi America $FRMI surged 21.50% today after announcing it has signed a lease agreement with TensorWave for its energy campus.
• The agreement is for 15 years.
• The company had previously reported $0 revenue and raised doubts in the market about finding a real tenant.
• This agreement was reached just before the company announced its Q2 financial results on Thursday, August 13.
• This agreement strongly supports the future financing and commercial sustainability of the $1.5 billion "Project Matador" project, which combines natural gas, nuclear, solar and battery storage.
• Investors have now

$META makes a $1 billion public relations and infrastructure move in the AI race.
• Mark Zuckerberg announced the "Future Is For Everyone" fund to support US cities that will host AI data centers. So what's behind this move?
• AI data centers consume enormous amounts of electricity and water. To quell the backlash from local communities and states, Meta is building social consensus by channeling money directly to police officers, firefighters, and teachers.
• There are criticisms that some of the success stories behind the fund (e.g., teacher bonuses in Louisiana) actually stemmed from legal

According to Jefferies' latest supply chain analysis, Apple $AAPL has canceled its planned all-glass iPhone model for its 20th anniversary (September 2027) due to low production efficiency.
• Following this development, Jefferies downgraded Apple stock to "Underperform" and lowered its target price to $263.66.
• This special model, entirely enclosed in glass, was planned to be launched with an average retail price of around $2,060.
• Due to its built-in AI features, the iPhone 19 Pro Max is expected to have its RAM capacity increased to 16GB DRAM. However, each additional 4GB of DRAM adds an

Fastly $FSLY just dropped a solid Q2 beat and the numbers look strong:
• Revenue hit $183.32M (above expectations)
• Adjusted EPS came in at $0.15
• Security revenue jumped 43% YoY
• Net retention rate (NRR) reached 117%
• Full-year 2026 revenue guidance raised to $732M–$746M
Clean execution, security momentum, and a raised outlook.

$PCLA (PicoCELA Inc.) rises more than 110% today
• There are no new SEC filings, press releases, or corporate developments from the company today. Today’s explosive move is purely driven by technicals and speculative momentum.
• The last official development happened on July 27-28, 2026, when PicoCELA finalized its $5 million preferred share financing from a Singapore-based investor and restructured its board. Today’s action is likely a delayed reaction in a highly illiquid structure.
• While the public float percentage is high at 96%, the absolute number of available shares is extremely smal

Natera $NTRA rose 21.37% today following its earnings announcement. Signatera, a cancer recurrence test, sold 34,000 more units compared to the previous quarter.
• EPS: -$0.47 Est: -$0.51
• Revenue: $752.8 million
Est: $661.3 million
• Revenue Growth: 37.7% (Annual increase)
• Gross Margin: 64.5%
Previous Year: 63.4%
• Total Tests Processed: 1,043,900 (+22.4% per year / second consecutive quarter over 1 million)
• Oncology Test Volume (Signatera etc.): 296,700 (+57.2% per year / primary growth engine)
• Clinical MRD Units Sequential Increase: +34,000 units vs Q1 2026 (Largest sequential