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Last week, I wrote about how five Big Tech companies have $2.7 trillion in future commitments, and this week comes news of $500 billion more in AI data-center funding from major firms, centered around Nvidia, plus a $20 billion equity sale from Intel.Nvidia and Intel are trying to solve two very different problems, though both are tied to the AI data-center boom.For Nvidia, there are doubts that the company can keep up its rocket-like growth and protect its 75% gross profit margin. Nvidia's biggest customers -- hyperscalers like Amazon.com, Microsoft, Alphabet, and Meta Platforms -- have reached the limits of their substantial operating cash flows and are dipping into debt and equity financing to fund 2026 and projected 2027 capital expenditures. Investors are wondering, how far can that 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million...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1778281490.HKD","LU0868494708.USD","LU0079474960.USD","LU0354030438.USD","LU0476273544.USD","XNTK","SG9999002224.SGD","TINY","LU0444973449.USD","LU0683600562.USD","IE00BQXX3D17.EUR","LU2023250504.SGD","OWNB","LU0738911758.USD","LU2931357623.SGD","BK4588","BLSG","LU1642822529.SGD","LU0096362180.USD","LU0127658192.USD","IE00BD6J9T35.USD","LU0348723411.USD","LU1815336760.USD","AMAT","LU1721428933.USD","IE00BSNM7G36.USD","LU2023250843.SGD","UYM","LU2023251221.USD","LU0096364046.USD","LU2896262040.SGD","LU1989763005.USD","LU1868836914.USD","BLSH","LU2089284900.SGD","LU2028103732.USD","LU2247934214.USD","SMH","LU1974910355.USD","LU1803068979.SGD","LU0889566641.SGD","LU0444971666.USD","BK4567","LU1035775433.USD","LU1069344957.HKD","LU1003077747.HKD","RDVI","LU1815333072.USD","LU0081259029.USD","LU0942090050.USD","LU0238689110.USD","LU0347712357.USD","LU0097036916.USD","LU0210536198.USD","IE00B5949003.HKD","LU1868837300.USD","LU2458330243.SGD","LU0957808578.USD","LU0276348264.USD","BLSX","LU0661504455.SGD","LU0158827781.USD","LU2106854487.HKD","LU0949170772.SGD","LU2413666699.HKD","CHPS","RDVY","SG9999002232.USD","WUGI","JULD","IE00BQXX3F31.USD","LU1917777945.USD","LU2211814178.USD","BK4534","LU2413666426.HKD","LU0289960550.SGD","QQQP","LU0175139822.USD","LU0868494617.USD","LU2089985449.USD","BK4516","LU1046421795.USD","LU0061474705.USD","LU0553294199.USD","LU0957791311.USD","LU0011850046.USD","LU1153585028.USD","IE00BQXX3C00.GBP","LU2458330169.SGD","BK4585","LU1989773731.SGD","LU0354030511.USD","LU0158827948.USD","LU1823568750.SGD","LU0198837287.USD","LU1868836757.USD","LU2111349929.HKD","LU0109392836.USD","PSI","LU0061475181.USD","BK4518","SOXQ","LU0545039389.USD","SHOC","BK4543","LU0061474960.USD","LU1267930813.SGD","LU0787776722.HKD","RSEE","QQQG","LU2271345857.HKD","EPAI","LU0792757196.USD","BK4519","BK4533","LU0274383776.USD","LU2089283258.USD","LU1674673691.USD","LU1868837136.USD","TDV","LU1674673428.USD","IE0009356076.USD","IE00BFXG1179.USD","SG9999001424.SGD","BK4147","LU1868836591.USD","GB00BDT5M118.USD","BK4112","LU0889565833.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1101785724","title":"Option Focus | AMD’s $4.37 Million Put Sale at $400 Strike Signals Bullish Confidence, While a $1.49 Million Call Sale Caps Upside Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1101785724","media":"Option Witch","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1101785724?lang=en_us&edition=fundamental","pubTime":"2026-08-15 07:01","pubTimestamp":1786748489,"startTime":"0","endTime":"0","summary":"Advanced Micro Devices (AMD) closed at US$514.39, up 6.50%.The session was marked by a dominant $4.37 million put sale at the $400 strike, signaling strong bullish conviction, while a $1.49 million...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4112","BK4141","AMDY","LU2360106780.USD","BK4529","LU1880398471.USD","LU0823434740.USD","SGXZ99366536.SGD","IE0001KFT4U8.USD","IETC","LU2108987350.USD","WUGI","LU2264538146.SGD","AIQ","SAMD0main","LU2931357623.SGD","IE00BMPRXN33.USD","LU2458330243.SGD","LU0979878070.USD","LU0210536198.USD","LU0642271901.SGD","SMHX","LU0174119429.USD","IE00B1BXHZ80.USD","BLSH","AMDS","LU1316542783.SGD","AMDU","LU0109392836.USD","USXF","BK4566","BK4573","LU2361045086.USD","LU0823421333.USD","LU1242518857.USD","IE00BKVL7J92.USD","LU1232071149.USD","PSI","BK4534","WISE","LU2462591350.SGD","LU2236285917.USD","LU2896262040.SGD","LU1303367103.USD","LU2250418816.HKD","SGXZ51526630.SGD","LU0127658192.USD","BK7095","LU1989764664.SGD","LU1988902786.USD","LU1951198990.SGD","BK4512","AMDG","IE00BMPRXQ63.HKD","LU0056508442.USD","LU0889565833.HKD","LU1242518931.SGD","SGXZ81514606.USD","LU1861558580.USD","BK4585","LU1951200564.SGD","IE00BQXX3C00.GBP","LU1989764748.USD","LU2456880835.USD","LU1861559042.SGD","LU0133085943.USD","LU0390134368.USD","GFS","LU0048584097.USD","BK4532","IE00BMPRXR70.SGD","BK4612","LU1880398554.USD","BAI","BLSG","LU2242649171.HKD","IE0004445239.USD","TEK","LU0198837287.USD","XNTK","QQQA","LU0251132253.USD","LU2361044865.SGD","CHAT","AMD.AU","BK4614","AMYY","LU2355687059.USD","BK4605","LU1852331112.SGD","LU0719512351.SGD","AMUU","SMH","OWNB","LU2461242641.AUD","LU2417539215.USD","LU0274383776.USD","AMDW","BK4554","LU1267930813.SGD","FAI","LU0823434583.USD","LU2361044949.HKD","DAMD","LU0889566641.SGD","LU1989772923.USD","CHPS","LU1803068979.SGD","LU2098885051.SGD","LU2458330169.SGD","BK7504","SOXY","LU1804176565.USD","SOXX","LU2860962120.EUR","LU2089985449.USD","IE00BZ1G4Q59.USD","LU0823421416.USD","IE00B5949003.HKD","LU0081259029.USD","LU0792757196.USD","LU2247934214.USD","GAMR","BK4543","LU1064131342.USD","IE00BQXX3F31.USD","LU0786609619.USD","FTXL","AMD","AIS","AMDL","LEGR","LU1923623000.USD","ILDR","LU1989772840.SGD","LU2054465674.USD","AMDD","LU2265009873.SGD","BK4575","LU0082616367.USD","SG9999001424.SGD","TRFK","BLSX","CNAV","IE0009356076.USD","TTEQ","IE00BQXX3D17.EUR","BK4588","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159902315","title":"Option Focus | Intel’s $3.94 Million Outright Call Buy and $1.67 Million Bull Call Spread Signal Aggressive Long-Term Bullish Positioning","url":"https://stock-news.laohu8.com/highlight/detail?id=1159902315","media":"Option Witch","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159902315?lang=en_us&edition=fundamental","pubTime":"2026-08-15 07:00","pubTimestamp":1786748456,"startTime":"0","endTime":"0","summary":"Intel closed at USD 102.50, down 1.97%.Despite the decline, Intel’s options market saw a massive surge in bullish large-trade activity. The session was dominated by aggressive long-dated positioning,...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CHPS","LU0742534661.SGD","LU2148611432.USD","LU0154236417.USD","BK4579","DRIV","LEGR","FTXL","AIS","BK4585","BLSH","BK4588","IE000M9KFDE8.USD","LU0719512351.SGD","BK4543","SOXX","LU2360106780.USD","IE000SO60NU8.SGD","BK4602","BK4527","BLSX","LU2764262908.HKD","LU0274383776.USD","BK4529","LU0082616367.USD","LU2089985449.USD","BK4534","LU2764263039.SGD","IE0000B7K699.USD","HK0000304805.HKD","BK4141","AIQ","IE000MB6IJN5.SGD","BLSG","JULD","LU0187121727.USD","LU0251131958.USD","LU0048573561.USD","BK4112","INTC","IE000F7OJYX1.SGD","CNAV","QQQA","LU2764263203.CNY","LU2720916845.USD","BK4533","HELS","XNTK","BK4605","TTEQ","LINT","LU0251142724.SGD","OWNB","BK4575","BK4550","LU0859254822.USD","LU0321505439.SGD","INTW","LU2250418816.HKD","LU2357627491.SGD","IE000WAW04H5.SGD","BK4554","LU0097036916.USD","LU2244417387.USD","HK0000304797.USD","LU2931357623.SGD","LU1852331112.SGD","LU0149725797.USD","LU0321505868.SGD","BK4512","LU0081259029.USD","LU2543165471.USD","IE000BZT7R73.USD","LU0056508442.USD","BK4612","BK4515","SINTCmain","BK4535"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1162534417","title":"Option Focus | Micron Sees $7.98 Million Call Buy at $1,350 Strike Expiring 2026, Signaling High-Conviction Bullish Bet Amid Low IV Percentile","url":"https://stock-news.laohu8.com/highlight/detail?id=1162534417","media":"Option Witch","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162534417?lang=en_us&edition=fundamental","pubTime":"2026-08-15 07:00","pubTimestamp":1786748438,"startTime":"0","endTime":"0","summary":"Micron Technology closed at USD 971.66, reflecting a 2.30% increase.Options activity was dominated by a massive $7.98 million bullish bet, as a single trader purchased 1,500 out-of-the-money 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Most Active Issues","url":"https://stock-news.laohu8.com/highlight/detail?id=2659246011","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659246011?lang=en_us&edition=fundamental","pubTime":"2026-08-15 05:43","pubTimestamp":1786743780,"startTime":"0","endTime":"0","summary":"Direxion TSLA Bull 2X       TSLL   137,630,567      8.76     0.12      1.39. Super Micro Computer        SMCI    61,808,288     39.84     0.68      1.74. American Airlines Group      AAL    46,329,000     14.83    -0.23     -1.53. GrShr 2x Sh NVDA Daily       NVD    38,287,999      3.91     0.00      0.00. Hertz Global Holdings        HTZ    36,706,196      2.24    -0.11     -4.48. ProShares UltraPro QQQ      TQQQ    36,350,656     76.79    -0.36     -0.47. ProSh UltraPro Shrt QQQ     SQQQ    36,246,194     36.24     0.20      0.55. 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Traded Funds Top 10 Percentage Gainers","url":"https://stock-news.laohu8.com/highlight/detail?id=2659124642","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659124642?lang=en_us&edition=fundamental","pubTime":"2026-08-15 05:38","pubTimestamp":1786743480,"startTime":"0","endTime":"0","summary":"GrShr 2x Long RDDT Daily  RDTL         18.69   3.71  24.77. Leverage 2X Lg NU Dly     NUG          11.17   1.75  18.58. GrShr 2x Long NBIS Daily  NBIL         39.64   5.98  17.77. Leverage 2X Lg NBIS Dly   NBIG         27.34   4.12  17.74. Defiance Tgt 2x Lg RCAT   RCAX          5.59   0.82  17.11. Leverage 2X Lg USAR Dly   USGG          8.88   1.19  15.48. Leverage 2X Lg CIFR Dly   CIFG          5.36   0.68  14.64. Direxion AMD Bull 2X      AMUU        207.70  23.90  13.00. Defiance Tgt 2x Lg OSCR   OSCX        121.75  13.99  12.98. 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