--- title: "Sharon AI Lands USD 4.9B Nvidia Pact as Diverse Tech Stocks Signal Q2 Capital Shifts" type: "News" locale: "en" url: "https://longbridge.com/en/news/295514489.md" description: "As Q2 2026 disclosures roll in, companies ranging from Sharon AI to 10x Genomics are validating critical business pivots. These operational milestones are driving intensified institutional capital rotations across specialized technology and resource sectors." datetime: "2026-08-11T09:43:37.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295514489.md) - [en](https://longbridge.com/en/news/295514489.md) - [zh-HK](https://longbridge.com/zh-HK/news/295514489.md) --- # Sharon AI Lands USD 4.9B Nvidia Pact as Diverse Tech Stocks Signal Q2 Capital Shifts From massive expansions in artificial intelligence infrastructure to critical breakthroughs in life sciences, specialized sectors are heavily focused on validating second-quarter 2026 data points. Capital is rapidly reallocating toward entities with definitive operational milestones, according to recent regulatory filings and earnings reports. ### Sharon AI (SHAZ.US) Sharon AI is targeting its first substantial revenue by the fourth quarter of 2026. The company disclosed during its August 5 earnings call that it has expanded its AI factory capacity to 212 megawatts and struck a six-year, USD 4.9B strategic pact with Nvidia to deploy 40,000 GB300 GPUs. According to people familiar with the matter, its year-to-date contracted value reached USD 8.8B by early August, underscoring sustained demand for foundational compute layers. ### 10x Genomics (TXG.US) Life sciences technology firm 10x Genomics recently saw analyst price targets raised on Wall Street following a solid quarter. The company reported second-quarter base revenue of USD 149.4M, a 3% increase from the same period in 2025. Bolstered by its multi-omics strategy, the firm raised its full-year 2026 revenue forecast to a range of USD 610M to USD 630M. The recent acquisition of the Proteintech Genomics division is expected to further fortify its diagnostic moat. ### Intellia Therapeutics (NTLA.US) In the gene-editing space, Intellia Therapeutics demonstrated that its lonvo-z therapy reduced hereditary angioedema (HAE) attacks by 87% compared to placebo in Phase 3 trials. Although its August revenue print of USD 7.7M missed estimates, the company's robust cash position—exceeding USD 500M alongside an April equity raise of roughly USD 207M—secures its runway for a potential commercial launch in the first half of 2027. Shares advanced by double digits in the week following the data release. ### Lightwave Logic (LWLG.US) Electro-optic polymer developer Lightwave Logic is accelerating its commercialization efforts. The company entered into a development agreement with Tower Semiconductor to implement high-speed modulators exceeding 110GHz bandwidth on the PH18 silicon photonics platform. According to industry tracking data, a Fortune 500 client recently entered the third phase of its design win cycle, signaling a crucial step from prototype to integrated foundry transition. ### Figure Technology Solutions (FIGR.US) Operating at the intersection of blockchain and capital markets, Figure Technology Solutions is aggressively pushing real-world asset (RWA) tokenization. The company announced the private pricing of USD 600M in senior notes in July and is preparing to disclose its second-quarter operations data. Its yield-bearing security, YLDS, also secured qualified custody support from BitGo, broadening compliance avenues for institutional participants. ### Solid Power (SLDP.US) Solid-state battery developer Solid Power is navigating a pivotal period of technical validation. In early 2026, the company completed site acceptance testing for its SK On trial cell production line and is advancing its continuous sulfide electrolyte pilot line, which is targeting operational status by year-end. Despite a negative revenue print in the second quarter due to a USD 1.2M cumulative reversal tied to milestone assumptions, management anticipates steady electrolyte deliveries to partners like Samsung SDI. ### Battalion Oil (BATL.US) In the traditional energy sector, Battalion Oil recently executed a balance sheet restructuring and capacity expansion. The company fully rolled over its USD 162.5M term loan via an amended credit agreement in July. Furthermore, an all-stock acquisition of net acres in Ward County and a long-term contract to boost acid gas processing capacity to over 50 MMcfd are slated to come online early in the third quarter. ### Zoom Video Communications (ZM.US) Video communications provider Zoom Video Communications has recorded notable insider selling activities. Regulatory filings show CEO Eric Yuan and board member Santiago Subotovsky divested blocks of shares in early August. Concurrently, options markets tracked unusual activity around the stock, signaling a divergence in market expectations regarding its upcoming quarterly performance. ### Charter Communications (CHTR.US) Broadband and cable operator Charter Communications continues to navigate the dual headwinds of legacy video subscriber attrition and heightened broadband competition. As the industry recalibrates capital expenditures in 2026, the company is attempting to stabilize its core user base through bundled services and mobile penetration, while defending its free cash flow profile. ### First Trust Silver (AG.US) As part of the precious metals complex, First Trust Silver movements remain tethered to the volatility of spot silver prices. Amid the macroeconomic crosscurrents of inflation expectations and industrial demand in 2026, the asset's performance continues to reflect the broader push-and-pull between haven flows and manufacturing cycles. Overall, from Sharon AI's USD 8.8B contracted backlog to Figure Technology's USD 600M private note pricing, recent cross-sector data underscores strong institutional liquidity flowing into AI infrastructure and tokenized assets. Conversely, traditional tech and resource plays are facing far more rigorous cash flow scrutiny, a divergence that is set to widen as the earnings season concludes. _This article does not constitute investment advice._ ### Related Stocks - [SHAZ.US](https://longbridge.com/en/quote/SHAZ.US.md) - [NTLA.US](https://longbridge.com/en/quote/NTLA.US.md) - [FIGR.US](https://longbridge.com/en/quote/FIGR.US.md) - [AG.US](https://longbridge.com/en/quote/AG.US.md) - [LWLG.US](https://longbridge.com/en/quote/LWLG.US.md) - [ZM.US](https://longbridge.com/en/quote/ZM.US.md) - [CHTR.US](https://longbridge.com/en/quote/CHTR.US.md) - [TXG.US](https://longbridge.com/en/quote/TXG.US.md) - [BATL.US](https://longbridge.com/en/quote/BATL.US.md) - [SLDP.US](https://longbridge.com/en/quote/SLDP.US.md) ## Related News & Research - [Zoom Zero-Click Vulnerability Lets Attackers Run Malicious Code On Devices Without User Action](https://longbridge.com/en/news/295781297.md) - [Zoom Pres. of Engineering & Product Velchamy Sankarlingam disposes of 7,644 shares for $702,688.93](https://longbridge.com/en/news/295980346.md) - [Charter Communications (CHTR) After Its Spectrum Optimum Deal And The Case For Fair Value](https://longbridge.com/en/news/295877619.md) - [Charter-Cox merger gets final state approval](https://longbridge.com/en/news/295895923.md) - [10x Genomics $TXG Shares Acquired by Sei Investments Co.](https://longbridge.com/en/news/295765945.md)