US Market Key News Summary August 15, 2026

Broadcom (AVGO-US) tumbled 5.94% on Friday (14th), closing at $392.99 per share, with an intraday low of $388.50. Bank of America estimates that financing platforms funding Broadcom's AI chip customers could accumulate $370 billion in debt by mid-2029. While Broadcom does not directly bear this debt, the company has provided guarantees for some customers' equipment leases, sparking market concerns over potential losses.

According to CNBC, Nvidia (NVDA-US) disclosed on Friday (14th) that its stake in Elon Musk's SpaceX (SPCX-US) was worth approximately $21 billion as of the end of the second quarter. The chipmaker stated in a filing with the U.S. Securities and Exchange Commission (SEC) that it holds 122.8 million shares of SpaceX Class A common stock. SpaceX officially began trading on public markets in June this year.

Berkshire Hathaway (BRK.B-US) significantly accelerated capital deployment in the second quarter, substantially increasing its stake in Alphabet (GOOGL-US), the parent company of Google and YouTube, making it Berkshire's third-largest stock investment, behind only Apple (AAPL-US) and American Express (AXP-US). According to Berkshire's 13-F regulatory filing submitted Friday, the company held nearly 106 million shares of Alphabet as of June 30, up 83% from 57.8 million shares at the end of March. Valued at quarter-end prices, this investment is worth approximately $37.8 billion.

Goldman Sachs (GS-US) is engaging with U.S. insurers, asset managers, banks, and private credit firms to seek investors for Nvidia's (NVDA-US) $500 billion artificial intelligence (AI) infrastructure financing initiative. Sources indicate that Goldman Sachs, leveraging its long-standing relationship with Nvidia, has secured a prominent role in this deal and will assist in structuring the financing and bringing in capital.

The Federal Reserve may hold rates steady as global funds continue flowing into equity and bond funds. LSEG Lipper data shows global equity funds attracted $186.2 billion in net inflows for the week ending August 12, up from $172.7 billion the previous week. This marks the 12th consecutive week of net inflows. Strong corporate earnings, slower-than-expected U.S. job growth, and cooling inflation have reduced market bets on Fed rate hikes, further boosting investor confidence.