US Stock Market Key News Summary August 11, 2026

Market Outlook Today

U.S. Existing Home Sales for July

Financial Reports: Super Micro Computer, CoreWeave

NVIDIA Partners with 6 Financial Giants to Raise $500 Billion! Jensen Huang: AI Computing Power Has Become an Investable Asset

NVIDIA (NVDA-US) is collaborating with major Wall Street asset managers and financial institutions to establish AI chips and data center computing power as a new, financeable and investable asset class. The company plans to raise over $500 billion in third-party capital through six major financial institutions to assist hyperscale cloud providers, cutting-edge AI labs, and enterprises in building data centers and purchasing NVIDIA GPUs. Read more

SpaceX Surges 16% After Lock-Up Expiry, Stock Continues to Rise; Next 7% Lock-Up Batch Arrives August 20

SpaceX (SPCX-US) stock closed higher again on Monday (August 10). After surging 16% last Friday upon the expiration of its first lock-up period, reaching its highest closing price in nearly a month, the stock continued its upward momentum on Monday. The company, led by Elon Musk and focused on satellite and artificial intelligence (AI) operations, closed up 4.2% on Monday at $138.74. Wall Street had widely expected significant selling pressure after the first lock-up period ended, releasing approximately 911 million restricted insider shares into the market. Read more

Microsoft Expands Production of In-House AI Chips; TSMC Reportedly Secures Over 300,000 Orders

According to The Information on Monday (August 10), Microsoft (Microsoft) (MSFT-US) plans to significantly increase production of its in-house artificial intelligence (AI) chips. Sources indicate Microsoft could launch its Maia 300 chip as early as next month. Reports suggest Microsoft has discussed with foundry TSMC (TSM-US) (2330-TW) to place orders for over 300,000 Maia 300 chips, with deliveries expected in 2027. Read more

Intel Raises $15 Billion in Stock Offering to Challenge TSMC

U.S. chip giant Intel (Intel) (INTC-US) announced on Monday (August 10) plans to raise $15 billion through a stock offering, leveraging its strong stock price gains this year to fund its capital-intensive foundry expansion. Once the global leader in semiconductors, Intel is now heavily investing in new fabrication plants and advanced packaging technologies to catch up with market leaders like TSMC (TSM-US) (2330-TW) in the foundry sector. Building advanced process capacity requires massive capital, and this stock issuance will provide greater financial flexibility for Intel’s transformation and expansion plans. Read more

Not Just Bitcoin, But Stocks Too: Strategy Raises Over $700 Million in One Week

Michael Saylor’s Strategy (MSTR-US) continues restructuring its capital, selling both Bitcoin and common stock last week to boost cash reserves and repurchase preferred shares. Strategy announced on Monday (August 10) that in the seven days ending August 9, the company sold $108.6 million worth of Bitcoin and 6.6 million shares of common stock, raising approximately $653 million. It also spent $108.6 million to repurchase its Stretch preferred shares (ticker: STRC). Strategy continues to hold approximately $58 billion worth of Bitcoin, remaining the public company with the largest Bitcoin holdings.