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The Cue Report: week of Aug 10, 2026

Aug 17, 2026

Coverage: Aug 10 to Aug 17, 2026 · Share-price changes: Aug 10 to Aug 14, 2026

The week's AI spending came with numbers attached. Microsoft accepted the first AI data center from IREN under a $9.7 billion deal, Nvidia partnered with Wall Street firms to raise $500 billion for an AI buildout and Bank of America said it would deploy $250 billion to back US critical industries including AI and energy infrastructure. CoreWeave's second-quarter revenue doubled and came in ahead of expectations, and the company raised its 2026 spending plan. Its shares rose 19.4% between Aug 10 and Aug 14. One number went the other way: the Wall Street Journal reported that Nvidia scaled back its OpenAI data-center guarantee to less than $120 billion. Alphabet is where coverage and price parted ways most clearly. It appeared in 18 stories with coverage leaning positive overall, among them Sundar Pichai's post that a billion people now use Gemini every month, while its shares fell 3.3% between Aug 10 and Aug 14.

What's moving the markets

Iran conflict is adding a supply-risk premium to crude and fuel by putting Strait of Hormuz exports and tanker transit in doubt.

OilPrice.com reported on August 16 that oil majors reaped a $93 billion windfall from the Iran war. On August 17, CNBC said Strait of Hormuz shipping had ground to a halt ahead of the U.S.-Iran ceasefire expiry and Investing.com cited data showing slower traffic through the chokepoint and tanker attacks. Yahoo Finance and Economic Times reported the same day that Middle East supply risks persisted, U.S.-Iran talks had stalled and crude was approaching $90.

61 stories · 16 outlets · over 6 days · coverage steady

US-led mediators are using Gaza peace-plan talks to press Hamas on disarmament and Israel on withdrawal terms that preserve the truce.

On Aug. 17, Globes reported that senior Hamas officials told Jared Kushner they remained committed to disarmament, and FT and Channel NewsAsia said Kushner was to hold talks with Benjamin Netanyahu after meeting a Hamas leader on the Gaza plan. On Aug. 16, Maariv reported Hamas said it accepted the second stage of the Trump plan and demanded a full Israeli withdrawal, while Haaretz said the Hamas leader and senior officials arrived in Cairo in efforts to preserve the Gaza cease-fire. The pressure is landing on Hamas over weapons and on Israel over withdrawal, with Cairo and the Gaza plan as the channels for keeping the agreement in place.

5 stories · 5 outlets · over 2 days

Where news and price parted ways

Coverage of these companies leaned one way overall, while their share prices moved the other way from Aug 10 to Aug 14, 2026. Both are shown without implying that one caused the other.

▲ means coverage leaned positive overall, ▼ that it leaned negative. A percent beside a company is its actual share-price return from Aug 10 to Aug 14, 2026. A lean is not a forecast.

  • Alphabet (GOOGL)18▲-3.3%

Sector briefings

Financials

Financials this week were defined by capital moving into new lending channels and by crypto finance gaining a firmer regulatory foothold. Bank of America pledged $250 billion for US infrastructure financing, and separately said it will invest up to $1.9 billion for nearly 50 percent of Jio Credit, giving the Indian lending subsidiary capital for expansion. A US regulator approved a bank charter for crypto company World Liberty Financial, putting a digital-asset business inside the formal banking framework. Firm Capital Mortgage Investment Corporation reported results for the three and six months ended June 30, 2026 and declared monthly cash dividends for October and November 2026.

Information Technology

Information technology's week showed AI demand turning into contracted data-center capacity and into approvals that put AI systems into regulated use. Microsoft accepted the first AI data center from IREN under a $9.7 billion deal, while CoreWeave and Super Micro reported earnings described as showing that AI spending is still surging. Safe Pro reported record 1,336% revenue growth in Q2 2026, citing multiple government contracts for AI-powered threat detection and mapping. DIAGNOS received Saudi FDA Medical Device Marketing Authorization on August 13 for its CARA system, bringing AI-assisted retinal image analysis into Saudi Arabia's medical-device framework.

Companies in focus

Alphabet (GOOGL)

A billion people are using Gemini every month, Google CEO Sundar Pichai posted on X, making it the 14th Google product to reach that mark and the company’s fastest-growing product ever. Google also unveiled the Gemini 3.7 Flash AI model for coding and agent workflows, and enabled AI features in Classroom for K-12 schools that have allowed student access, after previously turning on Gemini in Classroom automatically only for students 18 or older. Ryanair signed a five-year Google Cloud deal and expanded its use of AI in airline operations. Koray Kavukcuoglu is taking charge of Google DeepMind as it works to keep Gemini competitive with OpenAI and Anthropic. Alphabet shares fell 3.3% between Aug 10 and Aug 14.

NVIDIA (NVDA)

The Wall Street Journal reported that Nvidia scaled back its OpenAI data-center guarantee to less than $120 billion. Nvidia separately partnered with major Wall Street players to raise $500 billion for an AI buildout, and CEO Jensen Huang called chips an “investable asset class” after that financing push. India’s Larsen and Toubro secured an order to build an AI factory for Nvidia. Nvidia shares rose 3.5% between Aug 10 and Aug 14.

Bank of America (BAC)

Bank of America said it would deploy $250 billion to back investments in U.S. critical industries, including AI and energy infrastructure, joining rivals making similar pledges. The bank also agreed to acquire up to 49.9% of Jio Financial Services’ lending arm Jio Credit through a Rs 18,268 crore joint venture deal, starting with 26.5% and potentially rising via warrants subject to approvals. Jio Credit had assets under management of Rs 30,667 crore as of June 2026. Bank of America shares rose 1.0% between Aug 10 and Aug 14.

Apple (AAPL)

Apple has reportedly trained a China-focused large language model with Alibaba’s support, Reuters reported, citing three unnamed people familiar with the work and describing the tie-up as a rare cross-border partnership amid Beijing-Washington tensions. Apple asked a federal judge to let it charge commissions of up to 15% on purchases made through external links in iOS apps. The company now sends push notifications to iPhone lock screens when it identifies government spyware targeting someone’s devices. Apple shares fell 0.8% between Aug 10 and Aug 14.

Applied Materials (AMAT)

Applied Materials reported revenue above market expectations, with profit and revenue both higher as artificial-intelligence adoption continued to drive demand for its semiconductor solutions. Its sales in the U.S. rose 100% year over year, while revenue from Europe increased by more than 200%. Shares fell 2.9% between Aug 10 and Aug 14.

CoreWeave (CRWV)

Second-quarter revenue doubled, and CoreWeave topped revenue and earnings expectations, with its CEO calling the period “an important inflection point.” The AI cloud provider also boosted its 2026 spending plan, with the results reported against surging AI demand from hyperscalers. Shares rose 19.4% between Aug 10 and Aug 14.

Also on the radar

The next subjects by weight that did not earn a section above, each led by its most informative story of the week.

Advanced Micro Devices (AMD)

News AMD, Intel and NVIDIA All Rally as Super Micro’s Blowout Numbers Reignite the AI Trade

Yahoo Finance

Berkshire Hathaway (BRK-B)

News Berkshire adds $17 billion to Alphabet stake

CNBC Top News

The week at a glance

757stories
11sectors
494companies
50sources

These count what Cuebit read for this issue, not how eventful the week was. From the issue of Aug 10, 2026 the report reads a wider set of Cuebit's deliveries than earlier issues did, so the counts are not comparable with issues before it.

Most active sectors

A story can concern more than one sector, so these add up to more than the week's 757 stories.

Information Technology297
Financials242
Industrials195
Materials163
Energy35
Communication Services30

Most covered companies

The number is how many of the week's stories were about each company. n/a means no price series is available for that listing.

  • NVIDIA (NVDA)33▲+3.5%
  • Oracle (ORCL)19▲-0.4%
  • HSBC Holdings PLC ADR (HSBC)19▲+0.5%
  • Shell (RYDAF)18▲+2.2%
  • Nasdaq (NDAQ)18▲+1.5%
  • Alphabet (GOOGL)18▲-3.3%
  • Dell Technologies (DELL)18▲+7.2%
  • Texas Instruments (TXN)17▼-0.3%

Which way the news pointed

Companies whose coverage leaned most clearly one way this week. Companies with too little coverage to read anything into are left out.

▲ Leaned positive

  • Merck (MRK)5 positive · 0 negative
  • Advanced Micro Devices (AMD)6 positive · 1 negative
  • Bank of America (BAC)5 positive · 0 negative · 1 neutral
  • Datadog (DDOG)4 positive · 0 negative · 1 neutral
  • Tencent (TCTZF)4 positive · 1 negative
  • Palantir Technologies (PLTR)7 positive · 2 negative

▼ Leaned negative

  • 3M (MMM)6 negative · 0 positive · 1 neutral
  • ArcelorMittal (AMSYF)4 negative · 2 positive
  • HSBC (HBCYF)7 negative · 3 positive · 1 neutral
  • Corteva (CTVA)3 negative · 1 positive · 1 neutral
  • Waste Management (WM)3 negative · 1 positive · 1 neutral
  • Palo Alto Networks (PANW)4 negative · 2 positive · 1 neutral

Where the news landed

189 of the week's 757 stories named an explicit country or region. A story can name more than one, so these add up to more than 189.

  • United States83
  • China29
  • Japan25
  • Middle East21
  • Europe10
  • Ukraine6
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