Aug 11, 2026 · 9 min
AI infrastructure deals reshape the stock movers board
Closing Bell: Riot Platforms Rises, eToro Falls, Super Micro Delivers Earnings
The episode connects market gains, earnings surprises, and AI infrastructure spending to the companies investors were watching after the close.
- 1KKR and Apollo gained as Nvidia’s funding commitment reinforced investor enthusiasm for alternative asset managers.
- 2Riot Platforms’ long-term infrastructure deal with Anthropic underscored the scale of demand surrounding AI computing capacity.
- 3Super Micro delivered a strong sales outlook while Beyond Meat and Lumentum highlighted the risks facing market decliners.
Don't miss
The discussion of Riot Platforms’ 20-year, $9.1 billion infrastructure deal with Anthropic provides the clearest measure of AI capacity demand in the episode.
The brief
Romaine Bostick, Carol Massar, and Tim Stenovec open with the day’s market movers, framing a close shaped by gains in alternative asset managers and renewed enthusiasm for AI infrastructure.
KKR and Apollo benefited from Nvidia’s $500 billion funding commitment, while Riot Platforms’ massive 20-year capacity deal with Anthropic gave investors another measure of AI demand.
The report then turns to decliners, including Beyond Meat after a reverse stock split, alongside quarterly results and guidance from optical-equipment maker Lumentum.
Super Micro stands out after delivering a strong sales forecast, with booming AI server demand offering a sharper signal of how infrastructure spending is reaching hardware suppliers.
Taken together, the movers show a market separating companies positioned to finance or supply AI expansion from those facing company-specific setbacks.
What was said on this episode
6 statements · 5 positive · 1 negative
Apollo, Blackstone, BlackRock, and Brookfield are partnering with Nvidia to source infrastructure financing.
“Apollo, Blackstone, BlackRock, Brookfield Asset Management partnering with Nvidia to source $500 billion in financing for infrastructure.”
Listen at 1:14
Riot’s Anthropic deal is expected to generate $9.1 billion through June 2048.
“A $9.1 billion deal with Anthropic that for 191 megawatts of computing in riots Rockdale, Texas campus. It's expected to generate $9.1 billion in revenue, but it goes through June of 2048.”
Listen at 1:56
Mizuho raised Bending Spoons’ price target before its first earnings report.
“Mizuho hiked its price target ahead of the company's first earnings report.”
Listen at 3:01
Beyond Meat’s business is developing more slowly than expected.
“Its business is just proving to be slower than expected here.”
Listen at 3:51
Lumentum beat key quarterly metrics and guided revenue above analyst expectations.
“So it looks like for the most recent quarter it did beat on most of the key metrics and at least right now on the revenue guidance. So going forward it also does appear to be coming in above what the street was looking for.”
Listen at 4:31
Super Micro guided first-quarter net sales well above analyst estimates.
“The street on average was looking for 12 billion so guiding well above street estimates.”
Listen at 6:44
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
KKR & Co. Inc.Mentioned
Nvidia Corporation
AnthropicListen to the full episode and explore every guest, topic, and moment on PodLume.