GuruFocus·2026-08-11 21:57Market Trends & Industry Dynamics - Nvidia launched a $500 billion AI financing platform in partnership with major financial institutions to mobilize third-party capital for AI compute infrastructure [1][2] - Core shares surged up to 15% following a year-over-year doubling of second-quarter revenue driven by accelerating AI infrastructure demand [3] - General Motors secured a parts supply agreement valued at up to $4.5 billion to strengthen its supply chain and mitigate disruption risks [4] - US existing home sales fell 1.7% in July, driven by high mortgage rates and record prices with a median sales price of $434,100 [6] Corporate Performance & Financial Highlights - Toyota recalled approximately 655,000 Camry vehicles worldwide due to a display error deactivating safety indicators, with over 58,000 units located in the United States [5] - Trump Media and Technology Group reported a $238 million loss in the second quarter, driven by declines in crypto holdings [7] - Aptive Chair and CEO Kevin Clark purchased over 51,000 shares at $48.89 each, totaling $2.5 million, while Primo Brands major shareholders sold over 40 million shares at $24.37, amounting to nearly $500 million [9]