The Markets Desk — Week 31 · Sat 1 Aug 2026

Markets

NVDA 200.75 +2.93%·AVGO 389.28 +0.37%·MU 823.03 −5.90%·AMAT 507.67 +1.18%·LNZA 5.52 +2.99%·ASTS 58.98 +0.92%·FN 435.41 −0.89%·MDT 85.39 −0.37%·TSHA 5.86 −0.26%·USAR 14.95 +2.05%·WULF 17.66 −0.90%·MNTS 4.05 −10.40%·LTBR 8.24 −2.37%·A 138.37 −0.25%·ADI 367.41 +0.20%·CRCL 62.61 −2.54%·DFDV 2.56 −3.76%·MAZE 26.92 −2.57%·PONY 7.87 −0.88%·BIDU 111.11 +3.38%·LUNR 12.34 +0.73%·CRWV 71.77 −2.88%·OKLO 38.83 −5.50%·NAKA 4.75 −4.04%·SNPS 388.76 +4.41%·XPEV 13.00 +0.15%·ARAY 0.27 −5.93%·CSCO 115.99 +2.14%·KEYS 319.08 +2.04%·MGX 1.19 −2.46%·

The Record14 callsFull track record →

The Primary Record

0 tracked

Market-moving claims about AI-infrastructure companies — how each was sourced, what the company’s own attested documents say, and whether it turned out true.

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Claims are drafted as they are found, then published once the primary document has been read directly. Nothing appears here on the strength of a summary.