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$NVIDIA(NVDA.US) Nvidia late Monday announced a partnership with six Wall Street financial institutions designed to raise more than $500 billion of third-party capital to fund the buildout of AI infrastructure. The chipmaker said in a statement it had signed a memorandum of understanding with Apollo (APO), BlackRock (BLK), Blackstone (BX), Brookfield (CA:BN), Goldman Sachs (GS) and KKR (KKR) to create partnerships that would allow Nvidia's (NVDA) customers to finance the cost of computing power at a global scale. That would include frontier AI labs, enterprise and AI clouds, Nvidia said. "AI has reached an inflection point," Nvidia CEO Jensen Huang said in a social-media post announcing the deal. "It is moving from research into production. AI is creating real value, and the infrastructure behind it is becoming one of the world's most productive assets. In AI, compute is revenue.These financing platforms will help customers access scarce compute at scale and build the DSX AI factories that will power every industry and country in the age of AI." @Captain's Treasure

$Nebius(NBIS.US) Nebius carries a market capitalization of about $48.6 billion. Over the past 12 months, the company collected $877.9 million in revenue. Divide one by the other and the stock trades at roughly 55 times sales -- the sort of multiple usually attached to a software business. Nebius buys graphics processors by the billion and signs power contracts by the gigawatt. But the trailing figure in that fraction is doing something odd. In the first quarter, group revenue rose 684% year over year to $399 million. Revenue at the Nebius artificial intelligence (AI) cloud business alone rose 841% year over year to $390 million, up 82% from the previous quarter.The measure Nebius points investors toward is annualized run rate, which it calculates by taking the last month of a quarter's AI cloud revenue and multiplying by 12. That figure reached $1.9 billion at the end of March. It was $1.25 billion at the end of December, and it is up 674% year over year. Management guides for group revenue of $3 billion to $3.4 billion this year and a run rate of $7 billion to $9 billion exiting the year. It also expects a EBITDA of 40%. That last figure is not much of a stretch from where the business already sits. After all, the AI cloud business ran at a 45% adjusted EBITDA margin in the first quarter, though the group came in at 32%, dragged by two much smaller units. @Captain's Treasure

$Microsoft(MSFT.US) MSFT reported earnings on July 29, and the stock has been on a tear ever since. The share price is up over 25% since the report and turned positive for the year on Aug. 5. The rally is a relief to shareholders who had watched MSFT drop nearly 30% between October 2025 and March 2026. The company seemed to be at the center of every headwind affecting technology stocks.The numbers behind the rally help explain why. Microsoft posted fiscal fourth-quarter revenue of $90 billion, up 18% year over year, with Azure revenue climbing 43%. Full fiscal 2026 revenue topped $331 billion. Microsoft 365 Copilot crossed 30 million paid seats, and the company's commercial remaining performance obligation, essentially its contracted backlog, grew sharply. That combination gave investors something they hadn't had in months: proof that the AI spending is translating into revenue. However, what may be concerning is how quickly the stock has risen over the past week. It is pretty rare for Msft to gain 25% in just 1 week, and people may argue that a pullback could be on the horizon. @Captain's Treasure

$Occidental Petroleum(OXY.US) Q2 earnings results significantly exceeded expectations. Occidental reported adjusted earnings of $2.40 per share, above consensus estimates ranging from $1.83 to $1.92 and up sharply from $0.39 a year earlier. Revenue increased roughly 52%–53% year over year to approximately $8.07 billion, also topping expectations. The earnings growth was supported by stronger operating performance, while analysts had highlighted debt reduction and cash flow generation as potential catalysts ahead of the report. Occidental posted a 19.98% net margin and 9.65% return on equity. However, falling oil prices pressured the stock. Reports linked the decline in crude prices to US-Iran peace-talk developments, raising concerns that lower commodity prices could reduce Occidental’s future revenue and cash flow. Occidental Petroleum in Focus as Oil Slides on US-Iran Peace Talks. Despite the earnings beat, analysts cautioned that commodity volatility and a relatively premium valuation could limit further upside. A recent pullback may reflect investor concerns about the company’s longer-term fundamentals rather than a lack of quarterly execution. @Captain's Treasure

$Super Micro Computer(SMCI.US) Dell and Super Micro sell into the very same boom, yet their paths have split in a way that is difficult to ignore. Both build the servers that power AI and both have order books full of AI demand. Two companies, riding the same wave, with wildly different results. The gap is not really about growth, since both have plenty of it. It is about how each company is paying for that growth. Dell funds its expansion from its own cash flow, shipping billions in AI servers while still throwing off enough cash to reward shareholders. Super Micro has had to reach for outside money. To fill a wave of new orders, it recently raised around $7 billion through equity and equity-linked financing. The move worried investors about dilution and knocked its stock down sharply. Super Micro also carries other baggage that Dell does not. It has faced governance concerns and an export-control review. These issues explain why its shares stay cheap even as revenue climbs. Its bull case rests on that low price recovering strongly if it can execute cleanly and put its troubles behind it. @Captain's Treasure

$IREN(IREN.US) IREN today announced it has completed the acquisition of Mirantis, a leading provider of cloud software and services, through the issuance of approximately 12.6m ordinary shares, fixed at signing, plus cash, restricted stock units and other consideration of approximately $40m as of closing. The acquisition deepens IREN’s capabilities across AI workload orchestration, monitoring and customer support, further strengthening its vertically integrated AI Cloud platform spanning owned and operated data centers, compute and software. This also supports IREN’s strategy to serve a large and diverse customer base over time, including hyperscalers, enterprises and AI developers across bare metal and managed cloud services, and has already facilitated several of IREN’s announced and prospective AI Cloud contracts. Mirantis brings deep software engineering and technical expertise, and a track record of serving more than 1,500 enterprise customers globally. This helps consolidate Iren's status amongst all the rising data centres. @Captain's Treasure

$Amazon(AMZN.US) With a 39.4% operating margin, AWS accounted for Amazon's revenue with a total of $42.2 billion and an annual run rate of $169 billion and a backlog of contracts totaling $496 billion, was a tremendous success. Additionally, both the AWS AI and custom chips businesses were reported to have an annual revenue run rate of over $25 billion and growth in excess of 100%. The non-cash revaluation of Amazon's Anthropic stake of $53.4 Billion, which takes EPS to $5.75, shows how strongly core performance was. On the other hand, $35 Billion was put forward by Amazon for OpenAI. The purpose was to gain the revenue for computing resources. It also was a financial investment and a strategic investment to give them the computing resources and the strategic advantage OpenAI will have if it becomes the dominate player in enterprise AI. Of course, this is in assumption that OpenAI can stop getting into controversial matters and not drag their investors down. @Captain's Treasure

$Amazon(AMZN.US) Amazon is following Microsoft's footateps on the way to having a beat trading day since 2022 after posting impressive earnings. YoY growth accelerated from 28% to 37%, reaching $42.2bn. ARR from Anthropic, which spun out of AWS’s ecosystem, is surging and delivering visible tailwinds to AWS. More importantly, unlike most cloud peers, AWS is accelerating both revenue and margin.Capex on the other hand is surging nearly $10bn QoQ in a single quarter, highest among the hyperscalers. The full-year target was raised to $220bn from $200bn on storage price hikes. That implies ~$60bn per quarter in the next two quarters, signaling AI infra spend can keep dancing even after the pullback. On this occasion, increasing Capex didn't spook investors and instead ironically proves that the AI demand is still very much on. @Captain's Treasure

$Nebius(NBIS.US) Nebius is back in the spotlight after Freedom Capital upgraded the stock to a “Buy” rating from a “Hold” and raised its price target to $200 from $150. Analyst Paul Meeks highlighted the steep growth expectations facing NBIS stock. The company generated $399 million in revenue in the first quarter, while Wall Street expects revenue to climb to $586 million in Q2, $916 million in Q3, and $1.52 billion in Q4, marking sequential increases of 47%, 57%, and 66%, respectively. Nebius builds AI cloud infrastructure, giving businesses access to high-performance GPUs used to train and run AI models. As more companies adopt AI, demand for this computing power continues to grow. Nebius isn't trying to build the next ChatGPT or create its own AI chatbot. Instead, it provides the infrastructure that makes those products possible. With money rotating from software back into hardware today, it is mo surprise to see how volatile share prices are. @Captain's Treasure

$Microsoft(MSFT.US) Microsoft is under investigation by the UK's CMA over suspected bundling and automatic renewal price hikes. The UK's Competition and Markets Authority launched an investigation into Msft, focusing primarily on whether the company leveraged its position in the office software market to force-bundle AI tools (Copilot) and implement automatic renewal price hikes, as well as allegedly misleading consumers. If the CMA ultimately finds that Msft has seriously breached consumer protection laws or antitrust regulations, the law authorizes the CMA to fine Msft up to 10% of its global total revenue. Based on Microsoft's global annual revenue of over $280 billion, the theoretical 10% maximum fine would exceed $28 billion. Just earlier this year, the CMA also launched another review into Microsoft's commercial software ecosystem, including Windows, Office, Teams, Copilot, etc., to assess whether the company locked in corporate clients and hindered competition from third-party AI products through deep product bundling, a lack of cross-platform interoperability, and default settings. Though the ruling may only come out next year, this is adding fuel to fire where a beaten down stock get trashed even more. @Captain's Treasure