Taiwan charges 9 over illegal AI server exports to China, including Nvidia and Super Micro staff

Coinbase launched tokenized stocks on Base, offering Nvidia, Meta, Apple, and Google. These tokens, backed 1:1 by shares, operate 24/7 on the B20 standard. Coinbase aims to compete in the $3B tokenized equities market, led by Ondo Finance, Kraken, and Binance. The company plans to leverage its ecosystem to drive adoption and volume.

Nvidia (NVDA) is expected to exceed its own Q2 revenue guidance of $9.1B, with analysts forecasting a beat. Supply constraints, not demand, are the main challenge. Wedbush and UBS highlight strong supply chain commitments and favorable pricing. Hyperscaler spending and AI demand remain robust. Bank of America notes Nvidia's strategic risks and potential valuation gap.

Nvidia (NVDA) reports Q2 2027 earnings on August 26, 2026. Analysts predict a 96% chance of a beat but only 43% chance of closing above $220. Q1 revenue was $82B, up 85% YoY, with Q2 guidance at $91B. Strategist Seema Shah says NVDA's results will test AI's profitability and could impact the broader market.

Nvidia plans to invest $7 billion to license Poolside's AI technology and hire its engineers, aiming to develop open-source AI models. The deal positions Nvidia to compete against OpenAI and Anthropic, as well as China's advanced open-source models. Nvidia has also formed alliances to promote open-source AI, including the Open Secure AI Alliance and the Nemotron Coalition.

Super Micro Computer (SMCI) concluded an investigation into alleged Nvidia chip diversion, finding no evidence of senior management involvement or financial misstatement. The company reported strong Q4 FY2026 results with 91.4% YOY revenue growth and significant margin expansion. SMCI stock has gained 17.8% in the past month but remains volatile. Analysts have mixed views, with a consensus 'Hold' rating and an average price target of $41.31.

Nvidia (NVDA) signed a $1.5B multi-year deal with Amkor Technology (AMKR) for advanced packaging. AMKR's stock fell 25% post-earnings due to Q3 guidance and spending concerns. AMKR reported Q2 sales up 26% YoY to $1.9B, with improved margins. Hedge funds increased stakes, but short interest grew. Nvidia's prepayment supports AMKR's U.S. expansion.