top AI stocks today, August 14, 2026
On Aug. 14, 2026, AMD rose 6.5% after Q2 data-center revenue doubled to $6.7B and guidance pointed to about $13B Q3 revenue, with CEO Lisa Su saying data-center sales could double again in 2027. Ouster gained 7.9% after Q2 revenue rose 56% to $55M and a Utah DOT contract expanded BlueCity to 160 intersections. Markets slipped slightly.
How this was made
The 30-second read
Why it matters
AMD and OUST have concrete catalysts (Q2 results plus guidance and a specific contract expansion). MNDY’s move is driven by a workforce cut and weaker-than-expected Q3 guidance. Several other names are described as moving without company-specific news, implying sentiment or positioning effects.
Market read
Traders can use the AMD and OUST catalysts for momentum and catalyst trades, while MNDY offers a negative setup tied to forward guidance and restructuring execution risk.
What to watch
For MNDY, the market may be underpricing execution risk from workforce reductions; for AVGO and other decliners, the lack of company-specific news suggests technical positioning could dominate until earnings.
Background
The piece is a multi-name AI stock market wrap for Aug 14, 2026, highlighting post-earnings follow-through, contract wins, and pre-earnings positioning.
Ticker impact
AMD extended its post-earnings rally after Q2 data-center revenue doubled and Q3 revenue guidance was set around $13B.
Near-term upside bias while the post-earnings narrative holds; volatility likely around the next earnings cycle.
The article cites specific Q2 results, Q3 guidance, and a CEO expectation for 2027, which are actionable for positioning but not a fresh same-day disclosure.
Ouster gained 7.9% after Q2 results and a Utah DOT contract expansion via Econolite to deploy BlueCity across 160 additional intersections.
Likely continued strength if investors treat the contract as evidence of scalable civil-infrastructure adoption.
The article provides a concrete contract win, plus Q2/Q3 financial details, which are direct catalysts for trading.
monday.com fell 7.2% after announcing a 20% workforce reduction alongside Q3 revenue guidance below Wall Street expectations.
Near-term downside or choppy trading until investors gain confidence the AI pivot offsets margin and execution risks.
The article links the selloff to a specific workforce cut and explicit guidance miss, both immediate drivers.
Broadcom dropped 5.9% on profit-taking with no company-specific news, after a prior run tied to custom-ASIC expectations.
Mean-reversion possible, but direction depends on upcoming earnings and broader semis sentiment.
The article attributes the move to lack of fresh news, reducing the edge for a fundamental trade.
Applied Materials slid 5.1% as the article frames positioning ahead of next week’s earnings and potential guide risk.
Volatility likely into earnings; direction uncertain without new guidance details.
No new AMAT-specific catalyst is provided beyond the expectation of an upcoming earnings event.
Cloudflare fell 4.6% without a specific catalyst, described as part of a broader security-software fade ahead of earnings.
Short-term drift likely tied to sector tape; earnings could reset the narrative.
The article does not cite a new NET disclosure or event.
CrowdStrike slid 3.8% with no specific catalyst mentioned, framed as investors lightening up ahead of next week’s earnings.
Choppy near-term; earnings will be the key catalyst for direction.
No fresh CRWD data, guidance, or event is disclosed.
Palantir eased 2.8% on no specific news, described as still holding a modest YTD gain.
Limited edge until a new company-specific catalyst appears.
The text explicitly says there is no specific news driving the move.
Market effects
Reinforces the market’s preference for AI infrastructure and perception monetization, while enterprise SaaS faces scrutiny on cost cuts and forward guidance.
US-focused risk appetite, with Nasdaq slightly down despite single-name AI strength.
Limited direct global linkage beyond broad semis and AI infrastructure sentiment.
Counterpoint
OUST and AMD strength may be partially multiple-driven; without additional near-term contract wins or incremental guidance, the market could fade the move into the next earnings cycle.
Key entities
- public_companyAdvanced Micro Devices Inc.
Post-earnings rally tied to doubled data-center revenue and Q3 revenue guidance.
- public_companyOuster Inc.
Q2 beat and a Utah DOT contract expansion for BlueCity traffic-management deployments.
- public_companymonday.com Ltd.
Workforce reduction and Q3 revenue guidance below expectations triggered a sharp drop.
- public_companyBroadcom Inc.
Declined on profit-taking with no new company-specific catalyst cited.
