EPISODE · Aug 8, 2026
AI Infrastructure Deal, Big Tech Re-rates and a Microcap Volatility Blitz: Markets Head Into the Long Weekend on a Wild Note
from Alpha Casts - AI Market Intelligence
$TTD $NVDA — Nvidia reportedly plans up to $3B for Lancium, while The Trade Desk (TTD) tumbles after an earnings miss and Cisco (CSCO) is being re-rated on a refreshed growth story. Microcaps dominated the tape with outsized volume and extreme one‑day moves—expect follow‑through and filings when markets reopen Monday, Aug 10.
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AI Infrastructure Deal, Big Tech Re-rates and a Microcap Volatility Blitz: Markets Head Into the Long Weekend on a Wild Note
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