This is Guru Focus First Look, your morning market brief for Thursday, August 27th. Here are the stories driving markets today. Nvidia shares surged 7% in pre-market trading after the company reported blockbuster second quarter earnings, reinforcing investor confidence in artificial intelligenc.The strong results also lifted NASDAQ futures as sentiment across the semiconductor sector improved sharply overnight. In a related move, Nvidia announced it will acquire AI startup HuggingFace in a deal valued at 12 ...

BREAKING: Bank of America says SpaceX’s wireless ambitions could benefit T-Mobile, cell tower companies and spectrum values. 📡🛰️• A nationwide network would require major investment, additional spectrum and years of infrastructure development.• SpaceX’s satellite service is expected to complement existing mobile networks rather than replace them.• The expansion could create new partnership opportunities for T-Mobile and tower operators.SpaceX’s growing wireless ambitions could reshape the telecom landscape. ...

Financial Performance and Corporate Earnings - Nvidia reported record second-quarter fiscal 2027 revenue of $96.2 billion, driven by artificial intelligence and data center demand [1] - Salesforce is estimated by analysts to post earnings per share of $181 and revenue of $11.32 billion (reported as 11 billion 320 million) [4] - Meta Platforms agreed to pay up to $18 billion to settle lawsuits regarding social media addiction among children and teens [2][3] Macroeconomic Trends and Fiscal Indicators - United States core inflation remained elevated at 3.3% year-over-year in July according to the Federal Reserve's gauge [4] - United States national debt reached $40 trillion, raising Wall Street concerns about fiscal sustainability and bond market stability [5] Industry Dynamics and Market Developments - Bitcoin briefly surpassed $81,000 before pulling back amid high volatility and upcoming inflation data [7] - United States diesel prices neared record highs with a national average of $5.62 per gallon due to supply constraints and geopolitical tensions [7][8] - Vanguard announced the acquisition of private financial technology firm Altruist to expand its reach in the wealth management sector [9] - SpaceX unveiled plans for a $100 billion launch facility in Louisiana to boost the regional economy and create thousands of jobs [10][11]

Artificial Intelligence & Technology Sector - Anthropic targets a total addressable market (TAM) of close to 30 trillion dollars for its AI capabilities [3][4][5] - Anthropic is preparing for a major initial public offering aiming for a raise approaching 100 billion dollars [6] - Anthropic plans to lease data centers for 45 billion dollars to secure 476 megawatts of power [99] Wearables & Digital Assets - Oura Health plans to raise 3 billion dollars in its U.S. listing with a valuation exceeding 16 billion dollars, up from an 11 billion dollar valuation in its September Series E funding round [7][8] - Oura sold 5.5 million rings through September 2025, up from 2.5 million through June of 2024, and anticipates annual revenue to reach 1.5 trillion dollars [10] Private Equity & Corporate Finance - Private equity holds approximately 4 trillion dollars of assets under management alongside 1 trillion dollars of committed but uncalled capital [36] - Private equity funds increasingly utilize structured equity as a financial engineering technique to provide immediate liquidity and navigate high interest rates [48][49] Infrastructure & Data Centers - Data center development costs have escalated significantly, highlighted by transactions scaling up to 40 billion dollars [59][60] - State-level regulatory actions and community backlash have led to policy restrictions, such as moratoriums and strict power and water infrastructure requirements, slowing down the pace of data center deals [53][54][55][76]

SpaceX Could Have a Very Interesting September! 👀@JoBhakdi thinks SpaceX’s AI business might be ramping way faster than the market expects.Elon reportedly told employees that AI revenue could be bigger than the rest of @SpaceX’s revenue combined next quarter. Meanwhile, compute capacity is still growing, and Jo thinks another major compute deal could be coming.Then there’s the stock. $SPCX keeps hanging around $135, with unlocked holders reportedly not too interested in selling below that level.If the AI re ...

Daily DEX trading volume for SPACEX on Robinhood Chain reached $30M, its highest level to dateAll-time DEX trading volume now stands at $180.6M, almost entirely processed by Uniswap across versions https://t.co/72mQljDO0y ...

Anthropic Overtakes SpaceX In Betting Odds For 2026’s Biggest IPOhttps://t.co/ErxIahlnEB https://t.co/r2m6pin7Go ...

A California pension’s tiny SpaceX investment has ballooned to about $2 billion, creating a windfall for the portfolio — and an unexpected headache https://t.co/Dy94U9tLH8 ...

SpaceX on Tuesday announced plans to build a Starship launch site in southern Louisiana that CEO Elon Musk claimed will be the “biggest launch site on Earth,” expanding the rocket maker’s operations with a $100 billion investment. https://t.co/vtRdWddffr ...

BREAKING: Starship Ship 40 has now spent more than a month in the ocean — and its journey home still isn’t over. 🚀🌊SpaceX landed the ship so precisely that the successful splashdown created a new recovery challenge. 😂Elon Musk said the landing was so accurate that, if SpaceX had attempted a tower catch, Mechazilla’s chopstick arms would have caught the ship.Ship 40 is now near Christmas Island, with SpaceX working to load it onto the transport vessel FORTE for the journey back to Texas. ...