NVIDIA

As Tesla, OpenAI, Nvidia and dozens of startups push bipedal robots forward, IDC's Phil Solis says the industry needs more focus on affordability, reliability and real-world deployments.

Its majority stockholder is selling a large bundle of shares.

There's a good reason why AstraZeneca tanked when merger rumors hit the Street.

In recent weeks, a stream of partner announcements has brought new exclusive products and wellness offerings to Walmart stores and Walmart.com, while the retailer also prepares to report its second-quarter earnings on August 20, 2026. These launches, alongside expanding health, frozen meals, pet treats, and safety categories, highlight Walmart’s effort to broaden its appeal to families across both physical and digital channels. We’ll examine how this earnings countdown, coupled with...

The Buffett indicator, a metric popularized by the Oracle of Omaha, is at a record high.

BBB Foods is growing rapidly under the radar of most U.S. investors.

Circle now runs a federally regulated bank that takes no deposits and makes no loans. Here's what it actually does, and what would make it matter.

Wall Street is packaging AI infrastructure debt into products that could quietly enter the conservative sleeve of your retirement portfolio, and the fund label on that side of your account may not tell you what you actually own.

AI is boosting the vacation platform's profits.

While the business has been delivering dependable growth, the stock has been crushed, creating an enticing opportunity.

The retailer is righting the ship.

Moby summary of Birkenstock Holding plc's Q3 2026 earnings call

Moby summary of Saga Communications, Inc.'s Q2 2026 earnings call

Investors aren't happy with Cerebras's Q2 report, but there's a strong a silver lining.

The e-commerce company has turned itself into a leader in the fast-growing collectibles industry.

Moby summary of Bullish's Q2 2026 earnings call

Moby summary of SuperCom Ltd.'s Q2 2026 earnings call

Moby summary of Bragg Gaming Group Inc.'s Q2 2026 earnings call

Moby summary of Eagle Point Income Company Inc.'s Q2 2026 earnings call

Moby summary of Creative Realities, Inc.'s Q2 2026 earnings call

Washington Mutual Investors Fund runs on a set of rules that permanently ban certain companies from its portfolio, no matter how attractive the price. Whether that constraint helps or hurts shareholders is a more complicated story than most screened-fund pitches suggest.

It felt as if the ticket purveyor blew a great opportunity to profit handsomely from a major sporting event.

The S&P 500 Shiller CAPE ratio measures stock market valuations over a long-term horizon.

The company crushed analyst estimates for second-quarter profitability, but this wasn't fully of its own making.

VGT holds hundreds of technology stocks, but the number of holdings tells a very different story than where your money actually ends up. Before putting a quarter million dollars into this fund, there is a concentration question most investors never think to ask.

SpaceX is the largest space company, while Oklo is an early-stage energy company.

Netflix stock is down 39% in a year, while earnings climbed 35%. Here's why that gap looks like an opportunity.

Armstrong is bullish on stablecoins, DeFi applications, and tokenized stocks.

SCHD and VIG both promise dividend income but take opposite approaches to delivering it, and with the 10-year Treasury pressing near 4.7%, the gap between their strategies has never mattered more for income investors heading into 2026.

Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report.

Retail investors are looking beyond Nvidia to find long-term investments that will pay off. To find the small names investors believe have potential, we scoured Reddit communities like r/investing and r/stockstobuytoday, where everyday traders swap ideas and dig into stocks Wall Street mostly ignores. One name kept coming up. Ondas Ondas Holdings (NASDAQ:ONDS) makes autonomous […]

Moby summary of Solo Brands, Inc.'s Q2 2026 earnings call

Wood increased Ark Invest's stake in the chipmaking giant by 24%.

The shipping giant raised guidance again as strong demand, higher freight rates and clogged trade infrastructure turned disruption into earnings.

The pharmaceutical giant just increased its dividend by 3.1%, now paying $5.36 a share annually.

Micron and Sandisk are primed to skyrocket.

Yeti stock is tumbling today despite meeting analysts' expectations for the second quarter.

The company's double miss on second-quarter estimates came amid relative weakness in precious metal prices.

NVIDIA Spectrum-X Ethernet Photonics Now in Full Production, Builds Cleaner Path for AI Factories  TechEBlog -

Dell Technologies (NYSE:DELL) shares climbed around 2% Thursday after Chinese rival Lenovo Group (OTC:LNVGY) revealed its AI server pipeline surged 157% quarter over quarter to $54 billion. The figure adds to mounting evidence that spending on AI infrastructure remains strong,...

The stock continues to look unstoppable.

Fermi celebrated new customers and financing in Q2. Investors focused on the missing revenue instead.

The stock's valuation isn't all that high given its growth and dominance in the streaming industry.

Target remains solid for the long term, but it could become the victim of elevated expectations on earnings day.

The chipmaker has big plans for its growing cash pile.

The Coach and Kate Spade parent fell after issuing disappointing guidance for the new fiscal year.

OpenAI's IPO target is colliding with SoftBank's 2027 deadline.

Super Micro's blowout earnings sent its stock surging and pulled Dell and Hewlett Packard Enterprise along for the ride, but a record backlog, a negative cash flow warning, and an open export-control investigation complicate the bull case.

Moby summary of Alliance Laundry Holdings Inc.'s Q2 2026 earnings call

Moby summary of Tapestry, Inc.'s Q4 2026 earnings call

Moby summary of Telesat Corporation's Q2 2026 earnings call

Moby summary of Arcos Dorados Holdings Inc.'s Q2 2026 earnings call

Moby summary of Brookfield Corporation's Q2 2026 earnings call

The eVTOL stock is still down more than 50% from its highs.

Moby summary of Bit Digital, Inc.'s Q2 2026 earnings call

Moby summary of Aveanna Healthcare Holdings Inc.'s Q2 2026 earnings call

Arm stock could be the biggest beneficiary of a shift to CPU sales for AI.

The stock has been rising higher after earnings and after its first lockup expired.

Investors believe Anthropic could target an IPO valuation north of $2 trillion, according to the Financial Times.

Nvidia-backed CoreWeave (CRWV) stock entered another earnings season with Wall Street looking for another quarter marred by heavy CapEx and losses. Analysts were looking at $2.56 billion in sales with an adjusted loss of $1.41 per share. Instead, CoreWeave delivered another sizeable double beat, ...

Musk told employees that revenue from leasing artificial intelligence compute will be the main driver of revenue at SpaceX going forward.

Both earnings and revenue growth were the highest since 2021.

The satellite builder is still firing on all cylinders.

The most encouraging aspect of the conglomerate's second-quarter report appears to have gone mostly overlooked.

Licensing revenue from AI models is driving higher sales and margins.

As AI fuels demand for power, these companies are well-positioned to meet the moment.

The company has a lot of milestones to reach before I might be interested in investing in it.

The lunar exploration stock still looks undervalued.

Let’s face it: Nvidia (NVDA) can’t grow the way it already has. The money now is in finding the next beaten-down or ignored stocks. So let’s learn from two Wall Street giants who spend their days doing exactly that — Michael Burry and billionaire Bill Ackman. Ackman’s Buy: S&P Global (Down 15% YTD) Ackman disclosed […]

After raising $5 billion in new capital in late April, Ackman and his team wasted no time putting money to work.

Despite the S&P 500 index trading in record territory, the investment community is full of pessimists.

AI investing might be shifting from a race for speed to a race for scale and regulatory readiness, giving the biggest players an even stronger edge.

Nvidia is the IBD Stock Of The Day as the artificial intelligence chipmaker bounces back from a recent swoon.

CoreWeave just posted its first earnings beat as a public company and the stock surged nearly 20%, but a balance sheet carrying almost nine times more debt than equity raises a question every investor needs to answer before touching the trade.

Intuitive Machines is booking sales like a machine -- but so far, all those sales are unprofitable.

Jim Cramer compared Nvidia GPUs to fine jewelry on Mad Money, and the analogy carries real financial weight for hundreds of billions of dollars in AI infrastructure deals where chip residual value is the collateral holding everything together.

Nvidia GPUs are no longer behaving like ordinary hardware, and Wall Street is building a $500 billion financial bet on that premise. But one crack in Nvidia's dominance could collapse the entire thesis faster than anyone is pricing in.

Sandisk has $35 billion burning a hole in its pocket. How will Sandisk spend it?

Anthropic reportedly is in talks to buy Decart, a developer of world models and chip optimization software, for around $6 billion.

Barrick Mining's shares are down about 20% from their 52-week high.

SpaceX is seeking to aggressively expand its data center capacity.

Nvidia CEO Jensen Huang has spent years telling investors his chips are indispensable to the future of computing. On Aug. 10, he tried something bolder, convincing some of the most powerful money managers on Wall Street to treat those same chips like an entirely new kind of investment. One that ...

Jensen Huang rarely sounds rattled, but a recent exchange caught analysts off guard and revealed just how much one strategic shift by China's DeepSeek could reshape the entire foundation of American AI dominance.

The market is worried about what's happening next. Should you be, too?

Brookfield Asset Management (TSX:BAM) is partnering with Nvidia and other major Wall Street firms on a planned US$500b AI infrastructure financing initiative. The partnership aims to mobilize large-scale private capital into data centers and related AI infrastructure projects. The initiative positions Brookfield alongside global technology and financial leaders in a high-profile push to fund the next wave of AI build out. This kind of financing role gives Brookfield Asset Management...

One stock is built for market volatility, the other for long-term upside.

A California biotech just raised $350 million promising to out-perform opioids without the addiction risk, and its auditors were still warning about survival just months ago. Here is what the science and the filings actually show.

Washington is floating brand-new tax cuts at the exact moment the federal deficit is blowing past levels not seen since the pandemic, and bond markets are already reacting. Here is what the latest Treasury numbers reveal about where fiscal policy could push interest rates next.

External factors have been weighing on Sandisk stock lately, but the memory specialist can still step on the gas.

Wall Street analysts made bold moves Thursday, slashing targets on some names while dramatically upgrading others, and the gap between winners and losers tells a story about where smart money is quietly repositioning ahead of the next market move.

Billionaire hedge fund manager David Tepper just made his single biggest portfolio bet, and it bypasses the obvious AI chip play entirely. The stock he chose tells you exactly how he expects the AI infrastructure cycle to pay off.

Investing.com -- Bank of America raised its forecast for the server CPU market, saying the rise of AI agents is expanding the opportunity for central processing units in data centers.

Cerebras Systems slumped over 9% in early trading Thursday after it missed key estimates despite soaring cloud revenue, ‌raising doubts about the ability of its AI chips to ‌challenge Nvidia. Expectations were high for AI-linked companies including Cerebras and networking equipment maker Cisco, given ​the strong run-up in shares driven by Big Tech's ballooning spending, set to cross more than $740 billion for this year. • Cerebras, in its second earnings report as a public company, offered a m

This massive buyback comes amid surging usage of Salesforce's AI products.

Jeff Bezos' continued large stake in Amazon signals strong long-term alignment and stability for shareholders, although his planned stock sales may create short-term market pressure.

Those who bet against Apple often lose in the long run.

When grocery bills and utility payments arrive monthly but your dividends do not, the timing gap quietly erodes retirement income. These five stocks close that gap while navigating rising interest costs, REIT transitions, and a Fed that could move again before year end.

While federal funds rate reductions this year were once viewed as a lock, how the Fed will manage its benchmark interest rate from here is now anyone's guess.

Decart AI specialises in creating world models, which are simulations designed to mirror the physical world.

The market seemed more interested in what CEO Elon Musk had to say on SpaceX's first earnings call.

The market isn't pricing in any growth past 2026.

Two high-flying industry leaders that recently completed their first-ever forward splits have vastly different outlooks.

Upstart stock is down almost 35% this year, but investors might be too pessimistic.

SpaceX's post-earnings collapse wiped out a fortune most billionaires never accumulate, and then the rebound did something almost no one expected in the days that followed.

A key benefit will keep Berkshire Hathaway in Coca-Cola stock.

Vanguard's own 10-year forecast for U.S. stocks is 4.2% to 6.2% a year. The record behind numbers like that is worth seeing whole.

Procter & Gamble isn't a flashy company, but its dividend will appeal to investors looking for a payout they can count on.

Kevin Warsh and a historically pricey stock market may soon be on the hot seat.

Although Macy's continues to execute its turnaround, warehouse retailer Costco has executed flawlessly for many years.

The rally in optical stocks could just be beginning.

Nvidia is positioning itself as a core technology provider for Japan's physical AI build-out.

Southeast Asian conglomerate Sea Limited is on a journey that bears many similarities to Amazon's rise.

Wall Street underestimated how much hyperscalers would spend on AI infrastructure in 2026, and analysts could be making the same mistake for 2027.

STORY: From Nvidia's deal with Wall Street giants... to China's AI weather forecastingThis is AI Weekly.:: AI WeeklyNvidia has partnered with six major financial institutions to launch compute financing platforms.They are aimed at raising over $500 billion in third-party capital for AI infrastructure.Nvidia CEO Jensen Huang said on X the company has the option to backstop up to $125 billion, or 25% of the potential deals.The move highlights how surging demand for AI computing capacity is drawing

Musk says SpaceX short-sellers have "very low" survival odds, but the company's first quarterly report tells a complicated story.

Amazon.com (NasdaqGS:AMZN) has reportedly emerged as a leading bidder to acquire Decart AI, according to discussions disclosed in August 2026. The potential deal comes as major tech competitors, including SpaceX, Nvidia and Nebius, seek control of Decart AI's advanced artificial intelligence assets. The contested auction highlights the value of Decart AI's talent and technology for future applications in cloud services, retail operations and digital advertising tools. Any acquisition outcome...

India's Larsen and Toubro on Thursday said it had ‌secured an order worth up to ‌150 billion rupees ($1.57 billion) from U.S.-based cloud platform Together ​AI to host an AI data centre using Nvidia's high-performance chips. L&T's shares rose as much as 1.2% in midday trade. • ‌The order secured ⁠by L&T's AI infrastructure subsidiary, LTN Compute is in the range ⁠of 100 billion to 150 billion rupees ($1.05 billion to $1.57 billion), and marks L&T's ​foray into ​the AI factory ​business, the co

The rebound may have just begun for these two companies.

Nvidia and other tech stocks have a wide “dispersion” of price targets. Why that could be a problem for investors.

Wall Street giants are backing Nvidia with $500B for AI data center infrastructure, accelerating CRE’s AI build-out.

Nvidia's networking business gives it another way to capture the tech sector's AI infrastructure spending.

The home improvement retailer could be a buy before earnings on Aug. 19.

Anthropic is in talks to buy Nvidia-backed startup Decart AI, according to a source ‌familiar with the matter, as the Claude maker explores ‌acquisitions that could help it handle growing demand ahead of its public listing. Bloomberg News, ​which first reported the news on Wednesday, said a deal could be worth about $6 billion, citing sources. • Decart, which develops AI infrastructure and optimization technology as well as its own ‌AI models, could help ⁠Anthropic absorb more demand, the sour

Apple is facing a new chapter as Tim Cook steps down.

The AI server maker's fourth quarter came in light. The year it says comes next is what the market is paying for.

Just because the market suffers a downturn doesn't mean you can't sleep soundly.

The market can see the demand just fine. The discount is about what delivering it will cost.

Elon Musk just told SpaceX employees that AI will soon out-earn rockets and Starlink combined -- but investors should weigh the bold vision against some serious execution risks.

It posted a very convincing double beat on analyst estimates for its second quarter.

Chip prices can keep climbing, but which way will the stock move?

CME stock is up 10% over the past month.

Investors were reacting to the company's second-quarter earnings release.

Nvidia and a group of major financial firms, including BlackRock, Apollo, Blackstone, Brookfield, Goldman Sachs and KKR, recently signed memorandums of understanding to mobilize over US$500 billion of third-party capital for AI infrastructure, reframing data centers and compute hardware as long-life assets financed through dedicated platforms rather than Nvidia’s balance sheet. This positions BlackRock not only as an asset manager but also as a central architect of an emerging AI...

Researchers from NVIDIA and Duke University published a technical paper titled “SCALE: Self-Supervised Constraint-Aware Layout GEneration for Local P&R DRV Fixing at Advanced Nodes.” Abstract “As semiconductor manufacturing advances toward sub-2nm nodes, local place-and-route (P&R) design-rule violation (DRV) fixing is increasingly limited by complex rule interactions, dense multi-layer routing geometries, and foundry-specific constraints. While Large... » read more The post Self-Supervised Layo

Its second-quarter net loss deepened considerably.

Despite raising its full-year outlook, Cerebras Systems saw its stock plunge after hardware revenue fell 23% in Q2.

He's not back into the $1 trillion club, but Elon Musk, his wallet, and SpaceX investors lasted through the stock's first lockup expiration.

A Chinese humanoid robotics IPO just shattered demand records, and the shockwave is already hitting a handful of niche ETFs built exactly for this moment. Whether that momentum holds depends on two wildcards most investors are not watching closely enough.

Several members of the group, including Microsoft (MSFT) and Apple (AAPL), posted solid results overall, though the post-earnings reaction was much stronger for MSFT.

The fast-casual chain's revenue is already rebounding from the Cyclospora scare.

These catalysts could prove to be the actual drivers of the stock.

Cerebras Systems raised its annual revenue and gross margin forecasts on Wednesday, buoyed by robust demand for its chips from ‌companies ramping up data-center capacity to power AI services. The chip designer ​is banking on growing demand for inference, the data crunching that occurs when a user queries a chatbot, as it seeks to challenge Nvidia's dominance in the AI processor market. Cerebras' flagship wafer-scale engine (WSE) is a single chip the size of a dinner plate containing trillions

Chevron does everything at scale, including reducing its debt burden, and that's a good thing for investors.

The Canadian pipeline giant is still a rock-solid income investment.

A massive financing machine is drawing uncomfortable comparisons

The tech company's latest numbers showed significant improvements in revenue, gross margin, and net income.

United States Antimony just watched most of its 2026 gains evaporate in a single session, and the guidance cut behind the collapse raises a bigger question: is this an isolated antimony-price shock or a warning sign for the entire domestic critical-minerals trade?

SpaceX shares soared after Elon Musk revealed AI could soon become the company's biggest revenue driver. But with heavy spending and a lofty valuation, is the excitement justified?

Priced for a recovery too soon, stick to the sidelines ahead of earnings.

Kontoor Brands raised its full-year guidance and announced a major buyback. The Wrangler and Helly Hansen parent is streamlining its brand portfolio.

Nvidia Ships Co-Packaged Optics Switch as Ecosystem Testing Gap Widens  Tech Times

Pepsi has its challenges, but its dirt cheap valuation and high-dividend yield make it a no-brainer buy for income investors.

Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 2.1% in the afternoon session after investors grew concerned about a massive $500 billion financing plan for AI infrastructure and rising competition from major customers.

The fast-casual restaurant chain's latest quarterly numbers came in better than expected.

Quantinuum is off to a good start as a pure-play quantum computing stock.

CEO KR Sridhar may have overstated the company's place within the industry, but his bigger point still stands.

The hottest IPO of 2026 fizzled out over the past two months.

The memory maker's revenues continue to skyrocket thanks to a worldwide shortage that has catapulted memory prices higher.

IBM (NYSE:IBM) just signed a $240 million deal with Together AI to build an Nvidia (NASDAQ:NVDA)-powered AI inference cluster on IBM Cloud, announced August 11. Together AI’s chief revenue officer Kai Mak says demand is so strong the cluster will sell out two to three months before it even goes live. That kind of confidence […]

You can teach an old dog some new tech tricks.

The tech giant has been on a roll over the past two weeks.

Elon Musk just told SpaceX employees that a business most people have never heard of will soon dwarf rockets, Starlink, and every other revenue line the company has ever built, and he gave a specific month.

Moby summary of Kamada Ltd.'s Q2 2026 earnings call

Moby summary of RADCOM Ltd.'s Q2 2026 earnings call

Moby summary of Madison Square Garden Entertainment Corp.'s Q4 2026 earnings call

Moby summary of Sound Point Meridian Capital Inc's Q1 2027 earnings call

Nvidia Builds a $500 Billion AI War Chest With Goldman, BlackRock and Blackstone

Independent financing platforms could broaden access to NVIDIA systems without requiring the chipmaker to supply all the capital itself.

Every few quarters, the debate around Nvidia moves. For a while, it was about whether AI demand was real. Then it was about whether margins could hold. Now, heading into its August 26 earnings report, the question is whether the next product cycle can keep a company already running at this pace ...

"Big Short" investor Michael Burry thinks Palantir stock is worthless.

The tech company posted its second-quarter earnings yesterday, and while there was plenty of growth, its bottom line was in the red again.

The market is having a strongly bullish reaction to CoreWeave's latest quarterly report.

Palantir's newfound momentum seems sustainable, driven by accelerating growth and a solid revenue pipeline.

The new blockchain expands its ecosystem and widens its moat.

The GPU leader's stock price action has been displaying a pattern in recent years that suggests what to expect for the rest of 2026.

If you agree with Jamie Dimon's concerns about AI stocks, how should you invest?

Three catalysts hit memory markets simultaneously Wednesday, sending sector stocks surging while valuations stay surprisingly restrained. Here is why analysts believe this move may be the beginning of a much larger re-rating.

Sandisk, AppLovin, and Dutch Bros all look like buys after their stocks crashed following earnings.

SiriusXM is no longer a high-growth company, but it still has a new revenue opportunity in managing advertising for other platforms.

CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings. Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand. Helfert is also Westwood's portfolio manager of the Enhanced Income Opportunity ETF.

The leading eVTOL company is making solid progress with its transportation-as-a-service business model.

CoreWeave just posted a quarter that sent shares surging nearly 20%, but the same report that thrilled bulls also revealed a debt spiral growing faster than the revenue chasing it.

Super Micro Computer just delivered guidance that sent shockwaves through the entire AI server sector, but analysts are refusing to celebrate without answers to one stubborn question about margins.

CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to “stupid” levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected.

Qualcomm has spent five years watching rivals soak up AI excitement while its stock went nowhere, but a shift toward on-device inference could make that stagnation look like the setup for something much bigger.

Sandisk just gave investors nine good reasons to buy its very cheap stock.

Comfort Systems has been twice as good for investors as Nvidia over the past half-decade.

Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.

With only a few weeks left in Cook's tenure, let's look back on how well the company has done since he took the reins.

The stock may be down sharply, but don't count it out -- and the lower price makes it more attractive.

Kinder Morgan is adding more fuel to its dividend growth engine.

Shkreli compared CoreWeave’s leverage to debt-heavy telecom companies such as Global Crossing and WorldCom.

NDAs include several with NVIDIA NVLink partnersNEW YORK, NY, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Fabric.AI (Nasdaq: FABC) (“Fabric.AI” or the “Company”), an AI infrastructure company developing a suite of fabless semiconductor technologies for next-generation AI factories, today announced expanded industry engagement around its Neural I/o™ MicroLED-based optical interconnect platform, including the signing of several new non-disclosure agreements (NDAs) with prospective industry participants. The

Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.

Revenue rose 112% to $2.6 billion and backlog reached $104 billion

Plug Power's turnaround plan is gaining steam.

Micron keeps getting dismissed as a cyclical chip stock doomed to repeat the same boom-and-bust pattern, but one structural shift buried in its latest earnings call suggests that logic no longer applies the way investors assume.

Wheaton Precious Metals is faring far better than gold itself this year, and this stock may be able to unearth more gains.

Huang said earlier this year that he thinks Nvidia's Blackwell and Vera Rubin platforms will combine for $1 trillion in sales between 2025 and 2027.

These stocks have terrific track records for dividend growth, and they're likely to continue raising their payouts for the foreseeable future.

SpaceX's IPO hype has cooled. Here's why Rocket Lab may offer a better risk-reward in space, with more runway and less perfection priced in.

AppLovin has shed more than half its value this year while Wall Street analysts refuse to budge on their bullish targets, creating a tension that forces investors to pick a side: broken growth story or the discount of the decade.

It may be wise to start preparing your portfolio for volatility.

Investing.com -- Goldman Sachs said in a note Wednesday that investors will focus on several key issues when Nvidia reports its latest quarterly results on August 26, from its newly announced financing platform to the shape of its Rubin product ramp.

The cost of Amazon's AI pivot may be weighing on the stock.

The robotics boom could benefit far more than Tesla.

Despite strong fundamentals, these financial stocks have underperformed the market in 2026.

Prospective shareholders may want to buy before more investors notice its low valuation and high dividend yield.

SpaceX stock could more than double in the next year as its booming artificial intelligence business continues to grow.

Another $42.5 billion in potential selling pressure takes effect on Aug. 21.

Nvidia, Cerebras, and AMD could all be inference winners.

Taiwan's Foxconn, the world's largest contract electronics maker, reported on Wednesday a 35% ‌rise in second-quarter profit, beating analyst forecasts, on ‌continued strong demand for AI, which it predicted would drive growth this ​year. Net profit for the April to June period for Nvidia's biggest server maker and Apple's top iPhone assembler was T$59.97 billion ($1.86 billion), versus an LSEG consensus estimate of T$58.8 ‌billion and compared with ⁠T$44.4 billion a year earlier. Foxconn, for

Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era.

Taiwanese tech hardware titan Foxconn reported on Wednesday a forecast-busting second quarter net profit, as exploding demand for artificial intelligence servers needed in data centres powered the company's growth.This has turbocharged business for Foxconn, which makes the servers used in the data centres. tpj/amj/fox

Investing.com -- CoreWeave shares jumped more than 15% on Tradegate Tuesday after the cloud-computing company posted its fifth consecutive quarter of record revenue and beat Wall Street estimates, underscoring continued strength in demand for AI computing.

It's appealing directly to the Canadian company's shareholders with a cash-and-stock offer.

Even as NVIDIA Corp.’s (NASDAQ:NVDA) shares surge in August, cryptocurrency punters remain skeptical that the stock will finish the month at or above $250. Polymarket Wagers on NVDA The betting crowd on Polygon (CRYPTO: POL)-based Polymarket currently assigns only a...

It's growing fast, it's poised to succeed, and the price is right.

Editor’s Note: The story has been refreshed with the latest market price action and a revised headline. On Tuesday, CoreWeave Inc. (NASDAQ:CRWV) shares jumped 18.47% in premarket trading on Wednesday after its second-quarter results, with analyst Daniel Newman pointing to an extended Nvidia Corp (NASDAQ:NVDA) A100 contract as evidence that older AI GPUs may remain valuable far longer than expected. CoreWeave Stock Jumps After Strong Q2 Results CoreWeave reported second-quarter revenue of $2.58 b

This cruise line has already been a big winner in just two years on the stock market.

Nvidia (NVDA) stock investors have spent months worrying that the relentless AI boom is leaning too heavily on the chipmaker’s own balance sheet. The AI giant sells the GPUs, but it was also investing in clients and supporting financing structures linked to the same ecosystem, scooping up those ...

The Asia-based company posted its second-quarter results early Tuesday.

The company is giving its most powerful AI models away while spending as much as $145 billion this year. How does that add up for shareholders?

Her funds' daily trade files show the same response to each leg higher in the AI software stock -- while $26.6 million went somewhere much cheaper.

The green hydrogen pioneer is advancing toward its profitability goals.

CoreWeave’s rapid sales growth is fueled by a growing backlog, now up to $130 billion from $99 billion at the end of March.

CoreWeave stock gained amid a smaller-than-expected Q2 loss amid operating margin improvement while revenue topped estimates.

The specialty lender posted a displeasing quarterly earnings report.

These stocks can help you withstand (almost) any storm.

Its majority investor is unloading a large pack of shares.

On Aug. 11, 2026, crude climbed amid Middle East tensions while tech stocks struggled despite a major AI infrastructure financing push.

Tesla's large market cap and valuation is largely driven by the potential of its future robotics, robotaxi, and AI businesses -- but here are two valid reasons for investors to be nervous.

Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S. company ever, after its earnings convinced investors its AI spending is starting to pay off. The stock surged as much as 16%, lifting Microsoft’s market cap to $3.35 trillion and beating Nvidia’s previous record one-day gain […]

Behind the eye-popping $600 price target lies a tower of assumptions.

It posted second-quarter earnings that morning, highlighted by a surprise net loss.

The beaten-down adtech took another hit, this time from an analyst's recommendation downgrade.

The data center builder found its first tenant for Project Matador.

Nvidia just lined up Wall Street's biggest names to funnel $500 billion into AI data centers. It sounds bullish -- but dig deeper, and this deal may reveal more about the sustainability of the AI boom than Jensen Huang would hope.

Will shares of the memory giant regain their recent highs and soar higher?

Nvidia will work with six leading investment companies, including Apollo Global Management, to secure massive new funding for artificial intelligence infrastructure. APO stock jumped near a buy point on Tuesday, extending Monday's rally along with the other financial stocks.

Super Micro Computer forecast fiscal 2027 revenue above Wall Street expectations on Tuesday, betting that strong demand for ‌its AI-optimized servers would fuel another year of growth, sending its ‌shares up 7% in extended trading. The server maker has benefited from the race to equip data centers ​for generative AI, thanks to its close ties with chipmakers and reputation for speed-to-market. AI infrastructure firms have seen demand surge as tech and cloud companies ramp up data center investmen

CoreWeave lifted its annual capital spending forecast on Tuesday after beating second-quarter estimates, betting on a surge in demand for ‌its AI cloud computing services, sending the company's shares more than 14% higher ‌in extended trading. CoreWeave, a so-called neocloud that offers hardware and cloud capacity to other technology companies, has seen demand skyrocket on relentless enterprise spending on AI. CoreWeave reported revenue backlog of $104.2 billion in the second quarter, up from

This problem has a solution, and Pfizer is implementing it.

Bulls are gassing up their portfolios after the company reported Q2 2026 financial results.

(Updates with market moves at the end of the day, and other changes, if any.) US stocks fell for

A $220 price target points to a 26% potential upside.

NVIDIA's $500B AI financing push could create new opportunities for financial ETFs as Wall Street takes a bigger role in funding AI infrastructure.

Wall Street sees upside ahead for SpaceX, but shareholders will still have to deal with plenty of uncertainty along the way.

These stocks are leaders in their respective industries and have excellent financials to support their high-yielding dividend payments.

The tech giant's founder made a major stock sale last week, but that shouldn't discourage investors from buying.

Digital Realty offers a good blend of AI-driven growth and stable income.

CRCL stock has held up far better than its crypto peers in 2026, but the $100 recovery bulls want hinges on four specific catalysts coming together at once. Whether the fundamentals are finally strong enough to close that gap is the real question.

If Rivian delivers more than 20,000 R2 SUVs this year, the bears could finally retreat.

What comes next for the iconic video streaming giant?

It's essential to run multiple scenarios before buying the stock.

The quantum computing specialist trades at more than 600 times its trailing sales -- because the market is pricing its bookings, not its revenue.

Ark Invest's ETFs took profits after the AI stock's impressive week.

Berkshire recently released its second-quarter report, updating its message on whether there are any stocks worth buying at their current valuations.

Nu shares are up more than 15% this year.

NuScale holds a regulatory edge no other SMR company can claim, yet its stock has shed nearly a third of its value in 2026 alone. Find out what specific catalysts would need to align before a return to $15 becomes a real conversation.

Redwire lost its mojo after SpaceX went public.

Most JEPI investors in taxable accounts don't realize how much of their monthly check quietly evaporates at tax time, and a 23-year-old closed-end fund built around a completely different income strategy is making that contrast impossible to ignore.

NVIDIA Corporation (NASDAQ:NVDA) will invest about $1.01 billion in South Korean internet company Naver to help finance an AI data center, taking a 4.5% stake in Naver once the deal closes. Nvidia, Naver, and U.S. private equity firm Brookfield are also in talks for Brookfield to provide up to $9 billion in additional funding for […]

A bigger software push could ultimately fuel more GPU demand

The case for buying Boeing stock is based on its absolute and relative valuation.

Moby summary of Cardinal Health, Inc.'s Q4 2026 earnings call

Moby summary of BioHarvest Sciences Inc. Common Stock's Q2 2026 earnings call

Moby summary of DiaMedica Therapeutics Inc.'s Q2 2026 earnings call

Palantir just delivered a quarter that broke every model, and even skeptics are struggling to explain away what the numbers show. Here is why the stock may have further to run than almost anyone predicted.

Moby summary of Cardinal Infrastructure Group Inc. Class A Common Stock's Q2 2026 earnings call

Moby summary of Xtant Medical Holdings, Inc.'s Q2 2026 earnings call

On August 11, QumulusAI (NASDAQ:QMLS), a neocloud infrastructure provider, signed a GPU-as-a-Service agreement with DRW, a diversified global trading firm, to supply a dedicated Nvidia Blackwell B300 cluster. The capacity will be served from QumulusAI’s U.S. data center footprint, carrying an initial one-year term and three one-year renewal options that could run up to four […]

The company's recent earnings report was underwhelming and led to yet another sell-off.

Moby summary of DarioHealth Corp.'s Q2 2026 earnings call

Moby summary of ECARX Holdings, Inc.'s Q2 2026 earnings call

Nvidia looks like a bargain heading into its upcoming quarterly earnings event.

The business is booming amid the AI data center build-out, so what went wrong here?

GitLab, UiPath, and Asana have similar setups that could lead to big post-earnings jumps.

Life360 beat on revenue and still lost a quarter of its value. The story is all about the targets management didn't raise.

Apollo Global Management (APO) stock is in focus after Nvidia announced a partnership with Apollo and other major financiers to set up compute financing platforms targeting more than $500b for AI infrastructure. See our latest analysis for Apollo Global Management. The Nvidia partnership arrives after a strong 30 day share price return of 9.71% for Apollo Global Management, even though the year to date share price return is down 9.95%. Over the longer term, total shareholder returns of 68.90%...

The Southeast Asian tech powerhousey delivered better-than-expected results.

The narrative surrounding NIQ stock just shifted in a big way.

Dow Jones AI giants Nvidia and Amazon are in or near buy zones following strong stock market gains in recent sessions.

A $410 million regulatory fine, a massive data breach, and a currency collapse sent Coupang to near 52-week lows while its peers barely flinched. One top analyst sees that punishment as a setup, not a sentence.

NVIDIA just posted 85% revenue growth yet trades 28% below its 52-week high, and Wall Street cannot agree on whether the stock is a bargain or a trap. Three specific catalysts could push shares to a level most investors think is impossible.

CoreWeave, Inc. (NASDAQ:CRWV) reports second-quarter earnings after the close today, with the call at 5 p.m. ET. Analysts expect revenue of roughly $2.56 billion, more than double the year-ago figure, alongside a loss of about $1.40 per share. The stock...

NVIDIA just corralled Wall Street's biggest names behind a half-trillion-dollar AI financing push, and four battered neocloud stocks are suddenly surging. Here is what the deal means for companies sitting on tens of billions in contracted revenue but still nursing brutal month-long losses.

Three Fed rate cuts transformed FDRR from a timely bet into a potential mismatch, and income investors holding it may not realize what they actually own beneath the dividend label.

Legend Biotech just posted a quarter that flipped a key narrative for LEGN shareholders, but with a CEO transition underway and the stock still down sharply over the past year, the real question is whether this momentum can last.

Nvidia on Monday announced plans to raise around $500 billion to help finance AI infrastructure buildouts, in partnership with six of North America's largest investment firms.

CME Group, the world's leading derivatives marketplace, and Silicon Data, the industry leader in GPU market intelligence and benchmarking backed by global trading firm DRW, today announced plans to launch two Compute futures contracts on October 5, 2026, pending regulatory review.

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is partnering with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to build financing platforms aimed at mobilizing more than $500 billion in third-party capital for AI infrastructure. The agreements, structured as memorandums of...

Plug Power stock jumped after beating earnings estimates.

Gas prices at the pump are painful enough, but a quieter threat moving through pipelines could force Washington into a far uglier choice between powering AI data centers, fueling LNG exports, and keeping household electricity bills from spiraling.

SoFi just posted record loan originations and a 61% jump in net income, yet its stock sits down 30% for the year. Something has to give, and figuring out which side breaks first could be worth 65 cents on every dollar invested.

Aecom had some bad -- and old -- news for investors today.

Is this AI stock still buyable, or already priced for perfection?

Six financial giants could expand customer access to NVIDIA infrastructure without requiring the chipmaker to fund every project directly.

Michael Burry Sounds Off on 'Trump's Market' as Stock Prices Soar

In August 2026, NVIDIA announced it had signed memorandums of understanding with Goldman Sachs and five other major financial institutions to create independent compute financing platforms that could mobilize over US$500.00 billion of third-party capital for AI infrastructure across its ecosystem, subject to final agreements. This move positions Goldman Sachs at the center of funding large-scale AI compute projects alongside leading asset managers and alternative capital providers, deepening...

Morning Brief Host Jake Conley welcomes Zacks Investment Management chief market strategist Brian Mulberry and Yahoo Finance's Tech Editor Dan Howley to discuss Nvidia (NVDA) growing role at the center of the AI boom as demand for its chips and compute continues to surge. The panel also looks at Jensen Huang’s aggressive dealmaking, including 66 partnerships and deals that have helped raise as much as $500 billion in capital for AI infrastructure.

Micron's valuation has been falling in recent weeks as investors may be worried about the company's longer-term growth prospects.

CoreWeave (CRWV) is set to report quarterly earnings this week. Yahoo Finance Senior Reporter Brooke DiPalma discusses more in the video above.

Buffett has acknowledged that selling all shares was likely a mistake, as the stock rose significantly afterward.

The Trade Desk has gone from one of the market's most predictable growth stories to one of its most closely watched turnaround stories.

Nvidia (NVDA) is mobilizing up to $500 billion to fund artificial intelligence infrastructure, with

Nvidia stock was rising as the market digested its AI hardware financing plan and ARK Invest's Cathie Wood bought shares.

Space Exploration Technologies (NasdaqGS:SPCX) has partnered with Nvidia to launch Starmind, a planned network of orbital AI data centers. The project aims to use space based solar power and natural cooling in orbit to support high intensity AI compute workloads. Starmind marks an expansion of SpaceX's business focus beyond launch services into AI infrastructure and data processing. This move highlights a broader push toward AI infrastructure that spans space, data centers, and chip...

Don't worry about the "AI bubble" -- just keep investing for the long term.

BioCryst just turned profitable, its HAE drug Orladeyo is minting cash, and a rival's blockbuster acquisition just put the whole rare-disease sector in play. So which pharma giant has the most to lose by letting someone else snap it up first?

Call it a monopoly or a private equity company in disguise, but there's no doubt TransDigm is a compounder.

Vertiv got caught up in the severe AI stock sell-off last month and also delivered second-quarter earnings.

Investing.com -- NVIDIA’s deal to mobilize over $500 billion in third-party capital with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR reframes how AI factories are built and financed. By turning GPU compute into a standardized, investable asset class, NVIDIA addresses severe liquidity bottlenecks. However, the financial rewards and structural advantages flow to specific winners across the AI and financial ecosystems. 1. NVIDIA: Offloading Debt to Safeguard Free Cash Flow NVI

Apple Inc. (NASDAQ:AAPL) and NVIDIA Corporation (NASDAQ:NVDA) have traded the title of world’s most valuable company more than once in the past two weeks. Apple first edged ahead on Friday, July 17, at $4.88 trillion versus Nvidia’s roughly $4.86 trillion after Nvidia shares fell 3.5%. Nvidia returned to the top spot, then lost it again […]

The company is growing at an unprecedented rate, and everyone expects it to continue.

New York, Aug. 11, 2026 (GLOBE NEWSWIRE) -- GraniteShares today announced the monthly distributions for its GraniteShares Autocallable ETFs: ANV, TLA, MSR, ATC, PLA, AHD, SCA and MRA as shown in the table below. ETF TickerETF NameDistribution FrequencyDistribution per ShareDistribution Rate1,330-Day SEC Yield2ROC4Ex-Date & Record Date5,6Payment Date7MRAGraniteShares Autocallable MARA ETFMonthly$0.8563754.31%-1.16%0.00%12-Aug-202614-Aug-2026SCAGraniteShares Autocallable SMCI ETFMonthly$0.8103744.

Plug Power posted a quarter that stopped traders in their tracks, but the stock still sits near multi-year lows and the company keeps missing on earnings. Here is what the margin numbers actually signal about whether this turnaround has legs.

Oil prices steadied after Brent crude pulled back from $90, as reports of progress in Middle East peace talks eased pressure on markets

NVIDIA Corporation (NASDAQ:NVDA) just partnered with six major financial institutions on a $500 billion financing push for artificial intelligence infrastructure. The chipmaker said on Monday that it has signed memorandums of understanding with Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and KKR to establish independent computing financing platforms for Nvidia’s customers. Marking […]

IBM (NYSE: IBM) announced a collaboration with Together AI to deliver IBM and NVIDIA AI infrastructure. Under a multi-year $240M agreement between IBM and Together AI, IBM is positioned to deploy a large cluster of NVIDIA HGX B300 systems on IBM Cloud with expected availability in Q1 2027. Together AI will use this cluster to provide open-source model inference. This deployment is the first dedicated, large-scale cluster built for inference on IBM Cloud using HGX B300 systems and NVIDIA Spectrum

The GPU giant's stock price has soared since its last split.

Sandisk's wide-ranging price target overshadows the fact that most analysts rate the stock as a buy.

Procter & Gamble has one of the longest dividend increase streaks of any American company, but it's not inexpensive to wring $10,000 in year payouts from this stock.

Nvidia Builds a $500 Billion War Chest for the Next AI Infrastructure Boom

Wall Street analysts are nearly unanimous in their bullishness on Bank of America even as the stock presses record territory, yet retail investors have largely sat out the entire run. The reason for that disconnect may be more telling than either side realizes.

ATLANTA, August 11, 2026--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced a GPU-as-a-Service agreement with DRW, a diversified global trading firm with expertise in commodities, derivatives and emerging asset classes, to supply a dedicated NVIDIA Blackwell B300 cluster.

Volatility is par for the course with the memory company's stock.

SK Hynix staged one of the largest tech IPOs in history, then promptly handed investors a brutal loss within weeks. Now one Wall Street analyst is betting the selloff created exactly the kind of gap that turns patient buyers into big winners.

Investors may be better off choosing the steadier, diversified growth of Coca-Cola and PepsiCo over betting on Celsius's uncertain turnaround.

Could Microsoft finally become the Buffett-style stock Berkshire buys in the Abel era? Here's why the tech giant may fit the Berkshire playbook better than ever.

As memory stocks plummet, more losses may be on the way.

Diversification makes the difference here.

Shareholders have been waiting a long time for the company to do something -- anything -- with all that idle cash.

The stock, up more than 7% this year, is down 5% since its second-quarter earnings report.

Plug Power is moving in the right direction, but profitability could still be challenging.

For the first time since Ronald Reagan was in his first term, the U.S. Strategic Petroleum Reserve has collapsed below a threshold that one analyst says renders it effectively gone, and the infrastructure meant to refill it may be too broken to matter.

Nvidia (NVDA) shares rose early Tuesday after the chipmaker said it partnered with six major financi

Major financial groups sign MoUs with Nvidia to finance global AI compute infrastructure, pending final agreements.

It's also down about 60% over the past year, making the stock more attractive to many.

U. S. stock futures traded close to unchanged on Tuesday as investors monitored renewed Middle East tensions, higher oil prices and developments across the artificial intelligence sector ahead of key inflation data later this week.

The stock market has historically performed well from record highs.

The turnaround is becoming more believable.

This marks the sixth forward stock split for this consumer-facing giant.

This Steady Eddie compounder is down 45% from its 52-week high, and its president and CEO is buying shares.

CoreWeave earnings are expected to show another quarter of triple-digit sales growth as the AI cloud company spends billions on data centers and inches toward profitability.

The automotive industry is changing the narrative that it's a low-margin business thanks to advanced driver-assist technologies, and more software, apps, and services.

It's a bit of a speculative investment right now, but there are encouraging signs.

Midstream stocks stand out for their attractive dividend yields and stable business models, making them a solid choice for dividend investors seeking reliable income.

Investing $10,000 a year for a decade in this ETF could yield $9,700 in annual dividends.

Jeff Marks and Jim Cramer say Eli Lilly's GLP-1 stock rally has years left, backed by surging global demand.

The money will be used to develop new data centres to house, operate, and cool miles of stacked computer chips that process AI data and actions.

Nvidia and major Wall Street firms plan to mobilize at least $500 billion to invest in artificial intelligence (AI) infrastructure, seeking to attract large amounts of investor capital for funds financing data centres equipped with Nvidia chips. The partnership includes Goldman Sachs and investment firms Apollo, BlackRock and KKR, Nvidia said on Monday, without providing details on the timeframe for raising more than $500 billion.

Apollo Global Management (NYSE:APO) is part of a planned US$500b AI infrastructure fund alongside Nvidia and other large Wall Street investors. The fund targets data centers and related AI infrastructure, highlighting growing capital demand for large scale computing projects. Apollo announced a new innovation hub in Austin, Texas, intended to expand its presence in a major US technology and industrial center. Together, these moves represent a material extension of Apollo's focus on AI...

Nvidia announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to funnel $500 billion towards the buildout of AI infrastructure over time.

The AI server maker preannounced nearly everything three weeks ago -- except the number that frames its next fiscal year.

Oklo just reported its first-ever quarterly revenue.

Rumble (NASDAQ:RUM) reported second-quarter revenue of $40.4 million, up 61% from $25.1 million a year earlier, as the company completed its acquisition of Northern Data and reorganized under the new parent-company name RUM Group Inc. Founder, Chairman and CEO Chris Pavlovski said the June 17 closi

It was swept up in a broad cybersecurity stock rally.

This nuclear energy stock has plenty of upside potential.

The air taxi pioneer is making a game-changing acquisition.

Nvidia's $500 billion AI deal has it financing its own chip buyers. Why NVDA stock fell and what analysts see next.

Amid growing doubts about whether the AI infrastructure market is experiencing overbuilding, Wall Street’s largest money managers appear to believe the answer is no. A consortium led by private equity heavyweights, including Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs and KKR, is working with Nvidia to assemble a $500 billion funding package for AI infrastructure development, the Financial Times reported. The negotiations are the latest signal of t

Shares of the tech behemoth are up 17% this year as it's reached a new record high.

Nvidia confirmed on Monday that it will partner with some of the world's largest financial companies on a $500 billion financing effort to build out artificial intelligence infrastructure. Nvidia will work with Apollo Global Management, Blackstone and Goldman Sachs "to mobilize over $500 billion of third-party capital for the buildout of AI infrastructure over time," a news release said.

The chip maker announces partnerships with Goldman Sachs, BlackRock, Blackstone, Apollo, Brookfield, and KKR to finance data centers.

NuScale Power is on the brink of a $10 trillion market opportunity.

The Dutch-American chipmaker beat Street estimates on both lines in Q2 2026. The stock fell anyway.

STORY: "We think the fundamentals are positive," on healthcare companies, Isherwood said. "We also think AI tools have potential to help drug development accelerate."But the AI trade itself is "concerning," he said."We've watched, actually the credit markets where we've seen Oracle CDS (credit default swaps) blow to levels consistent with where they were last in the financial crisis," Isherwood explained. "We've also seen Nvidia's tick up past 50 basis points, which we consider the market starti

The one-time Bitcoin miner posted a much deeper-than-expected net loss in its second quarter.

With shares now trading at a steep discount, is this a generational buying opportunity?

Investors are flocking to safe-haven assets at a record pace -- and that's terrible news for a high-flying stock market.

The latest analyst takes on the veteran fast food purveyor weren't encouraging.

After plunging on Friday, shares are starting this week on an auspicious note.

New Financing Platforms Turn NVIDIA Compute and Full-Stack AI Infrastructure Into an Investable Asset Class for Global Capital, Broadening Access to AI Factories, Enabling Long-Duration Usage-Linked Revenue While Supporting NVIDIA’s Ecosystem Growth Across Hardware Sales and Software Adoption SANTA CLARA, Calif. and NEW YORK, Aug. 10, 2026 (GLOBE NEWSWIRE) -- NVIDIA today announced strategic partnerships to establish independent compute financing platforms with Apollo, BlackRock, Blackstone, Bro

Financial stocks were mixed in late Monday afternoon trading, with the NYSE Financial Index decreasi

The oilfield services leader delivered an exceptional performance despite ongoing conflict in its key markets.

Monday.com reported a solid beat, but forward guidance and other imperfections caused a sell-off amid this year's "SaaS-pocalypse"

Fresh buying reveals where Wood sees better risk-reward

Garmin is up over 50% this year, and it's got a bright future.

Uranium Energy and Oklo stand to benefit from powerful tailwinds behind the nuclear energy industry, but only one stock stands out as a better play right now.

Much of this was due to a very well-received quarterly earnings report.

Micron Technology Inc (NASDAQ:MU)'s earnings power looks headed for a structural reset, according to UBS, which pointed to memory supply so tight that Nvidia was forced to de-spec its upcoming VR300 GPU. UBS said Nvidia was forced to scale back the amount of high bandwidth memory, or HBM, in...

AMD suffered from the broad decline of chip stocks last month, as investors grew skeptical of AI spending.

Lucid's CEO put rumors to rest, and an additional investment from a Saudi prince spurred investor optimism.

Nvidia shares have shown explosive growth since ChatGPT launched in late 2022. The stock minted a lot of millionaires and retail investors rejoiced. But doubts are creeping in now and growth is not what it used to be. The logical question every long-term investor asks is this: what is the next Nvidia? Which stocks can […]

Shares of Celsius are down more than 40% this year.

Short sellers and index funds moved Figma's stock in July. The company barely participated in the process.

Wall Street has officially moved to underwrite artificial intelligence infrastructure as a sovereign-grade asset class. A consortium comprising Apollo Global, Blackstone, BlackRock Global Infrastructure Partners, Brookfield Asset Management, Goldman Sachs, and KKR is reportedly assembling a $500 billion funding package in partnership with Nvidia. This massive capital mobilization, intended to cover the full stack of […]

Should you invest in the diversified leader or the higher-growth "clean mining" company?

SoundHound's revenue hit a record high last quarter, and the company boosted its guidance.

Warren Buffett's successor has found a stock he's willing to buy: his own company's.

Trump Media's crypto ambitions just hit a wall.

The healthcare stock is now up more than 130% this year.

Trade Desk stock is sliding again while its ad tech peers barely flinch, and the reason behind that split says something uncomfortable about where the programmatic giant stands right now.

The stock's 6.4% yield is attractive, but it comes with risk.

The retailer is rolling in 2026, and Wall Street pros are going along for the ride.

Reliable dividend stocks with attractive yields can build a powerful dividend stream, with a side of dividend growth.

Apple could be making a major change to its plans for a future iPhone lineup, which could push back future price increases, according to one group of analysts.

Synaptics beats fiscal Q4 estimates as Core IoT sales jump 24%, margins expand and operating profit rises, while its pending onsemi deal keeps guidance on hold.

Market trends weighed on Joby stock last month, but shares have since surged thanks to positive news.

The beverage giant is trading at 26 times its trailing earnings, which may be a bit pricey for the modestly growing business.

The company reported another major milestone.

Wood added shares during both the 13.6% selloff and Friday's rebound.

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is set to report second-quarter earnings after the market closes on August 26 and Bank of America thinks the chipmaker is about to do what it usually does: beat expectations and raise its outlook, only this time with an extra catalyst behind it. In a note...

It's a bullish start to the week for this memory maven.

Aug. 20 may not offer the guidance boost some are hoping for.

Investing.com -- Nvidia (NASDAQ: NVDA) is reportedly assembling a staggering $500 billion AI infrastructure funding package in partnership with some of Wall Street’s most formidable financial institutions. Despite the monumental scope of the Financial Times report, shares slipped roughly 3.1% in highly active Monday trading. According to sources briefed on the talks, the consortium reads like a who’s who of global finance: Apollo Global BlackRock (Global Infrastructure Partners) Blackstone Brook

Amazon's accelerating cloud revenue could keep pushing the stock higher.

According to The Financial Times, Apollo Global, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs and KKR are working with Nvidia on the proposed partnership.

NuScale's groundbreaking small modular reactors could revolutionize the way nuclear energy is deployed. But when will its technology become a reality?

While many investors expected the stock to crash last week, it ended up rising.

SanDisk surged nearly 2,900% in a year before a sudden 30% pullback rattled investors, but the real question is whether that drop signals danger or sets up the next major move.

Cava is trading at a discount after a recent pullback.

Micron Technology's (MU) long-term earnings outlook is firming as tighter supply for high-bandwidth

Financial stocks were mixed in Monday afternoon trading, with the NYSE Financial Index decreasing 0.

The Dow Jones index fell Monday as oil prices spiked. Nvidia slid but Warren Buffett stock Berkshire Hathaway fell back into a buy zone.

Initial public offerings won't unlock instant wealth for retail investors.

Super Micro Computer has doubled its revenue year over year while accumulating $8.8 billion in debt and sitting under an active board review, leaving investors to decide whether the $13 billion Blackwell order book justifies the baggage.

The fast-food giant recently posted quarterly results, which weren't impressive.

China is mad at Palo Alto Networks. Should you worry?

Oppenheimer & Co. Inc. analyst Timothy Horan joins Jared Blikre on Market Catalysts to discuss what's next for SpaceX (SPCX).

Micron, Super Micro, and Dell are sitting at the center of the AI infrastructure buildout, but whether each name has enough fuel left for another major run in 2027 depends on a very different set of catalysts and risks for each one.

A consortium of financial groups including Apollo ‌Global and Blackstone are working ‌with Nvidia to assemble a $500 billion funding ​package for AI infrastructure development, the Financial Times reported on Monday. The potential tie-up highlights Nvidia's efforts to ‌raise capital ⁠for the chips, power generation and data centers underpinning ⁠the AI boom. The group, which also includes BlackRock's Global Infrastructure Partners, ​Brookfield Asset ​Management, Goldman ​Sachs and KKR, ‌is in

With investors already expecting a slowdown, a pair of catalysts could drive positive earnings surprises in the quarters ahead.

Palantir just posted numbers that forced analysts to rethink what kind of company they are actually valuing, but the metric that defines the bull case also sets the exact threshold where the entire thesis falls apart.

Elon Musk has battled plunging stock prices before.

AI server stocks are surging ahead of a high-stakes earnings report that could either validate a dramatic margin recovery or expose it as a one-time event, and options traders are already betting heavily on one outcome.

Wall Street thinks the world's largest music streaming service looks like a bargain.

Watch out: The hydrogen stock will report its second-quarter earnings after the market close today.

Universal Corp just cratered to a fresh 52-week low while rival tobacco stocks barely flinched, raising an urgent question about whether this leaf tobacco supplier is facing a problem all its own.

CPI Card Group is the bargain-priced credit card stock you've never heard of.

Monday.com stock had a volatile July. Here's what drove the 20% gain and why the bumpy ride isn't over yet.

The Magnificent 7 has long ruled the market, but 2026 has exposed a deep split in the group, and most names are quietly losing ground. Two stocks still have a clear shot at massive gains by 2027, and the case for each one is stronger than you might expect.

Retirees in 2026 face a familiar trap: chase yield and lose inflation protection, or chase growth and watch income dry up. Three dividend ETFs solve different pieces of that puzzle, and the way they fit together changes everything about how a retirement portfolio performs.

DraftKings just posted its worst margin quarter in years while simultaneously launching a business growing five times faster than its core sportsbook ever did. One of those stories is going to dominate the next 90 days, and the NFL season will decide which.

The stock is up just 8% this year and could prove to be an undervalued buy.

By no means does SpaceX's stock come cheap.

Figs stock exploded on Friday -- and is still cheap.

Netflix has shed more than a third of its value in a year, yet analysts keep stacking up buy ratings with price targets that sit far above Wall Street consensus. The question is whether the sell-off exposed a genuine crack or handed patient investors a rare entry point into a cash machine with an ad business barely off the launch pad.

Everyone knows the GPU giants, but the companies quietly making those chips useful are sitting on backlogs that stretch well over a decade into the future. Three overlooked infrastructure stocks have positioned themselves at the most critical chokepoints in the entire AI buildout.

The memory stock has been in a tailspin for over a month.

NuScale Power now has a market cap under $4 billion.

Chevron's got a cash windfall coming, and investors can cash in on that today.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Archer Aviation holds an Olympic air taxi contract, a stack of blue-chip AI partnerships, and a clear FAA certification timeline, yet its shares sit closer to a 52-week low than a high. Something has to give, and the catalyst timeline is tighter than most investors realize.

The cannabis stock has struggled despite Tilray achieving solid growth in its most recent fiscal year.

If you are buying stocks with 10% yields, you have to make sure you appreciate the risks you are taking on.

These blue-chip consumer companies -- Procter & Gamble, McDonald's, and Coca-Cola -- offer reliable, growing dividends backed by resilient businesses and strong cash flow.

Governments are pouring billions into national AI compute capacity, and the race is minting winners across silicon, real estate, and power infrastructure. But the benefits are not spread evenly, and knowing which layer captures the biggest dollar share changes the investment calculus entirely.

(Bloomberg) -- Apple Inc. was downgraded to an underperform rating at Jefferies, in the latest example of growing bearishness toward the company.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Waver Near Record Highs, Crude Oil Advances: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says Hormuz Deal Close But Its Conditions Must Be MetAnalyst Edison

The tech giant got a huge boost from earnings recently.

Dividends have become a smaller component of the S&P 500's total return, but that hasn't always been the case.

Past performance is no guarantee of future results, but it certainly suggests what's likely.

Both Tesla and SpaceX have achieved considerable growth in recent years, but their stocks carry significant risk and uncertainty.

The memory maker's board just added $14 billion to a buyback it had nearly exhausted in two months. Can the cash flow funding it last?

Bloom Energy is becoming the standard for AI on-site power.

If you're afraid that a pullback will wipe out your portfolio, here are some stocks ready to ride the volatility.

Sell-side analysts have parked on Hold while some of the sharpest event-driven hedge funds in the business are quietly building complex positions around Norfolk Southern's pending merger. The two camps are not fighting over fundamentals. They are betting on very different things entirely.

Valuations for AI hardware stocks faced intense pressures last month, but investors have become more bullish recently.

Opportunities span sovereign AI data centers and GPU clusters, compliant cloud and orchestration platforms, cybersecurity and confidential computing, modular cross-jurisdiction solutions, energy-efficient cooling, renewable power and resilient supply-chain partnerships. Sovereign AI Infrastructure Market Sovereign AI Infrastructure Market Dublin, Aug. 10, 2026 (GLOBE NEWSWIRE) -- The "Sovereign AI Infrastructure Market Till 2040: Distribution by Type of Component, Deployment Model, Infrastructur

Walmart tends to perform well in both good economies and bad -- and its e-commerce business is growing briskly.

If history rhymes once again, we could be talking about the Nasdaq topping 34,000 in August 2027.

Buying the dip during stock market corrections has historically been a surefire way to turn a profit.

NVIDIA (NasdaqGS: NVDA) is committing US$3b to energy-focused firm Lancium and a further US$2b to Firmus' Project Southgate to support AI data center infrastructure. The combined US$5b investment extends NVIDIA's role from supplying chips to taking equity and project finance positions in large scale AI compute projects. These projects are aimed at the foundational infrastructure layer that powers AI data centers and the wider AI factory ecosystem. NVIDIA is only one of several companies...

The memory specialist is priced as if the boom ends imminently. The industry's own construction schedules point years further out.

Anthropic is establishing its first dedicated European AI compute footprint, marking a significant geographic expansion in the race for sovereign-grade processing power. The company has reportedly entered into a six-year, $10 billion compute capacity agreement centered on a 133 MW data center in Norway. This deployment, operated by Bitdeer Technologies Group at its Tydal campus […]

SpaceX has struggled in recent weeks.

Since July 2018, Buffett and Abel have deployed more than $82 billion of Berkshire Hathaway's capital into this treasured company.

This dividend royalty keeps proving that steady execution, smart innovation, and shareholder-friendly capital allocation are a winning long-term formula.

Investors who bought the entertainment leader's shares five years ago have lost 41% of their starting capital.

Sandisk overdelivered from its guidance and is down sharply because of it. That doesn't make much sense.

Tesla stock has delivered life-changing returns for its early investors over the last decade.

The results could be a disaster for stock market investors.

CEO Alex Karp said the AI titan delivered an "otherworldly" performance in the second quarter.

SpaceX still trades at a premium valuation compared to the market.

NextEra Energy and OneOK are supplying power to boost the growth of AI data centers and deliver above-average dividends.

Rising tensions around Iran aren't just moving oil markets; they're reshaping the investment case for the defense companies building tomorrow's battlefield.

The communications-platform company's growth has now accelerated for two straight quarters -- and management raised the full-year guide to match.

Don't let Trump's new tariffs hold you back from investing in global stock ETFs.

The pace of dividends and buybacks runs near $37 billion a year -- and the cash covering it arrives unevenly.

SpaceX posted strong momentum during the second quarter, but several questions loom.

The answer to who is funding the AI build-out could matter far more for cash-burning AI companies than for Nvidia itself.

Multiple market indicators are issuing warning signals right now, but history still has good news.

The quarter set records and the outlook went up for a third time this year. The market erased about $2 billion of value anyway.

The building materials distribution platform declined after closing a major acquisition, while interest rates and oil prices rose.

This detail from their earnings reports could spell trouble for Micron's stock in the long run.

The market sees too many risks right now.

Smaller merchants are benefiting disproportionately from AI agent-driven purchases.

The conglomerate's 16% jump looks impressive until you see which line did most of the lifting.

Tim Cook's 15-year tenure has proven to be one of the best in corporate history.

A slower forecast and a soaring stock look like a contradiction. The profit line resolves it.

The stock has been cut in half this year.

Sandisk stock has been a huge winner over the past year, but more recently has seen its share sink.

This consumer staples Dividend King is down nearly 20% since its 2024 high despite its industry-leading business.

Investors were seizing the opportunity ahead of earnings.

AI spending worries spread like wildfire.

Micron and Sandisk are primed to cash in on huge growth.

Nike has begun to address past missteps, but investors must decide if that is enough.

This stock pays a lucrative dividend.

Hedging out currency exposure in an international stock ETF over the past decade would have saved thousands of dollars.

The market is zooming in on SpaceX's high level of artificial intelligence-related spending.

The energy drink stock trades 75% off its record high.

History has a surprising ability to accurately foreshadow the future.

If the SpaceX stock price drops to $63, history suggests that would be a buying opportunity.

This stock should be especially attractive to some for its monthly dividend. (It recently yielded 5.12%, too.)

As is so often the case, the market's come to a long-term conclusion based on short-term noise. That spells opportunity for forward-thinking investors.

History is sending a warning, yet it can also give us the most consistent playbook to hedge volatility.

Toast is looking to become an AI winner.

The latest monthly jobs report could take the pressure off the Fed to hike rates.

Three Fed officials recently voted to raise interest rates.

Some surprising names have emerged as value stocks.

If you're looking for dependable passive income, look no further.

Choosing between these two stocks seems like a slam-dunk decision, but in reality it's complicated.

Generating significant income is easy with these great stocks.

Investors can often prosper by avoiding the higher-profile stocks.

Microsoft offers a lower-risk way to invest in the future of quantum computing by combining established AI and cloud leadership with an advancing quantum platform.

Concerns over order quality, stock dilution, and ongoing investigations are keeping Supermicro stock under pressure.

A SpaceX target of $190 helps investors weigh whether the potential reward of owning shares is worth the risk.

Investing.com -- Humanoid robots could create demand for data-centre infrastructure, AI accelerators, memory and edge processors well before widespread commercial deployment begins, according to Barclays analysts mapping more than 100 companies across the emerging value chain.

The leading home improvement retailer made key strategic moves to position itself for the next housing upturn.

In the second quarter of 2026, Geron Corporation reported revenue of US$57.48 million versus US$49.04 million a year earlier, a net loss of US$16.68 million, first-half revenue of US$109.32 million, and a reduced first-half net loss of US$20.32 million, while also filing a US$6.03 million common stock shelf registration for 4,500,000 shares tied to an ESOP. Investors now have an initial full-year 2026 view on RYTELO, with Geron guiding to net product revenue between US$220 million and US$240...

Dutch Bros' long-term trajectory remains unchanged.

The real question isn't how far the stock has dropped -- it's whether the company's long-term earnings story has fundamentally changed.

For months, every piece of good news seemed to push Palantir stock lower. Then came its latest earnings report -- and something changed.

Despite Abel being a net buyer of stocks in the second quarter, Berkshire Hathaway's exorbitant cash pile tells a different and far more concerning story.

A half-trillion-dollar valuation works out to about $208 a share. Shares have already traded within about 55 cents of it.

Nvidia has posted eight straight quarters of revenue growth while Navitas Semiconductor faces a downward spiral, widening the gap between the two chipmakers.

As investors scrutinize the AI data center capital spending of the "Magnificent Seven," the quarter's standout is Microsoft.

Doximity, Inc. recently reported fiscal first-quarter 2027 results, with revenue rising to US$156.62 million from US$145.91 million a year earlier, while net income and earnings per share declined year on year. Management emphasized rapid uptake and monetization of its clinical AI tools, updating guidance to US$170–171 million for second-quarter revenue and US$671–681 million for full-year revenue. We’ll now examine how Doximity’s raised revenue outlook, underpinned by accelerating adoption...

They are going through a rough patch, but it's too early to give up on them.

The home improvement giant has significantly underperformed its bigger retail peer in the past five years.

Hedge fund Situational Awareness is forced to sell its equity holdings, leading to a drop and a pop in AI-related stocks. What went wrong?

Advanced Micro Devices (AMD) has spent 2026 proving it can compete with Nvidia in the artificial intelligence race. Its stock has more than doubled this year, and its data center business is growing fast. Now AMD is trying something different. The company just bought a small Toronto startup ...

What does $12 billion of market value buy when combined sales run about $12 million?

Here's how investors should prepare for potential volatility.

A concerning historical pattern likely has weighed on Micron stock.

SpaceX stock defied expectations Friday, climbing after a lockup expiration released over 900 million shares on Thursday.

It's not much of a rivalry yet.

The leading digital platform for U.S. medical professionals is becoming a formidable force in the AI race.

Its move into the artificial intelligence space has breathed new life into the iconic-but-aging technology outfit.

Druckenmiller only owns one "Magnificent Seven" stock.

Advanced Micro Devices, Inc. (NASDAQ:AMD) just announced an acquisition that could give major competition to NVIDIA Corporation (NASDAQ:NVDA) in AI-inference. On August 6, AMD said it has agreed to buy chip startup Taalas as specialized inference chips become a critical area of focus for semiconductor makers. The financial terms of the deal have not been […]

You don't have to pick individual stocks to have a good shot at outperforming the market.

A lot of AMD's success has already been priced into the stock.

It's simpler than you might think to build life-changing wealth in the stock market.

Two hot stocks, with one offering a few more advantages to investors than the other.

Over the long term, this company has a solid chance of delivering growing dividend income while also appreciating in value.

Intuitive Surgical has shed a third of its value while its robotic surgery peers barely flinched, and Wall Street's most bullish analyst sees an outcome that would leave anyone who sold near the bottom regretting it.

JPMorgan Chase has been firing on all cylinders.

Canopy Growth is a marijuana stock, but U.S. regulations aren't the main driver of its business.

Is is time to cash in the chips and sell semiconductor stocks?

Amazon crushed second-quarter earnings, but its rally will extend for a long time.

What does a 35%-plus slide mean for one of the market's great decade-long compounders?

Government budgets and private-sector financing are converging around critical infrastructure, creating a long runway for companies in these industries.

President Donald Trump's policies, coupled with Wall Street's hottest trend, are a dangerous recipe for stocks.

Micron's stock is priced dirt cheap for its growth.

Tesla doesn't have to fail for the company's stock to disappoint investors.

Buying Nvidia on the dip in the past has always paid off. It could do so again.

Musk recently addressed Wall Street analysts on SpaceX's second-quarter earnings call.

Nvidia will invest up to $3 billion in power infrastructure developer Lancium, the company ‌behind the Stargate data center campus in Texas, ‌the Information reported on Friday. • The chipmaker will invest an initial $2 ​billion for a stake of roughly 20% in Lancium, which is backed by Blackstone, according to the report. • Nvidia could invest an additional $1 billion if the ‌company meets certain ⁠thresholds, including grid hookups, the report said, citing people familiar with the matter.

Market players looked past the company's second-quarter earnings miss.

Osisko Metals Incorporated reported second-quarter 2026 results showing a net loss of C$84.13 million, versus net income of C$0.796 million in the same period a year earlier, with basic and diluted loss per share from continuing operations of C$0.11. Over the first six months of 2026, the company’s net loss widened to C$158.82 million and loss per share from continuing operations increased to C$0.22, highlighting a sharp deterioration in profitability compared with the prior year period. We...

Moby summary of Oklo Inc.'s Q2 2026 earnings call

Moby summary of Construction Partners, Inc.'s Q3 2026 earnings call

The company crushed analyst estimates for its second quarter.

The leading apparel brand for healthcare professionals offers investors a lucrative combination of growth and profitability.

The fast-casual salad chain fell again on its latest earnings report.

Investors couldn't help but notice the company's convincing beats on second-quarter analyst estimates.

Its fiscal fourth quarter set new company records for revenue and net income.

Moby summary of Telephone and Data Systems, Inc.'s Q2 2026 earnings call

Moby summary of Take-Two Interactive Software, Inc.'s Q1 2027 earnings call

The company posted a surprise net loss in its second quarter.

A majority-machine internet is now Cloudflare's reality. Does it pay?

Redwire stock extended its post-earnings rally Friday after blowout Q2 results and a SpaceX spacecraft charter deal.

Moby summary of Rapid Micro Biosystems, Inc.'s Q2 2026 earnings call

Moby summary of ANI Pharmaceuticals, Inc.'s Q2 2026 earnings call

Moby summary of Century Casinos, Inc.'s Q2 2026 earnings call

Airlines are thriving in 2026 due to robust demand for air travel.

Moby summary of Essent Group Ltd.'s Q2 2026 earnings call

Moby summary of PPL Corporation's Q2 2026 earnings call

The company reported earnings in July and continues to lose money with no revenue.

Is a stock down more than 80% in a year cheap, or just cheaper?

The private electric grid developer is seeing a post IPO collapse.

GE Vernova's recent post-earnings dip is a good buying opportunity.

A soaring valuation now faces a major execution test

Moby summary of ACM Research, Inc.'s Q2 2026 earnings call

Moby summary of Arko Corp.'s Q2 2026 earnings call

Three lines in the weekend's filing will show how Buffett's successor is putting money to work.

Firmus raised $2 billion with Nvidia backing, adding an AI infrastructure catalyst as NVDA stock nears its record high.

Bitcoin is holding near $65,000, yet some of the largest mining stocks are posting their worst week in months. The reason has nothing to do with the coin and everything to do with what these companies reported after the bell.

SpaceX's exclusive hardware decision strengthens Nvidia's position inside another exceptionally capital-intensive AI computing program.

These three energy companies combine generous payouts with the cash flow, coverage, and discipline that can help make those distributions last.

While the negative jobs number is bad news for the economy, it is positive for stocks because it means the Fed is unlikely to raise interest rates.

The quantum computing stock could head even higher over the next few years.

Dutch Bros' stock is being punished, but its actual operations remain stronger than ever.

The rental company lost 11 cents a share but Wall Street expected 24. The last time Hertz caught this many bears offside, it kicked off the meme-stock era.

Investors were skittish about quantum stocks before a rebound this month.

AI isn't the threat that investors feared.

Nvidia is set to report second-quarter earnings on Aug. 26 after the market close, and the options market is pricing in an 8.8% move in either direction. The goal is to either have the put expire worthless and keep the premium, or to take assignment and acquire the stock below the current price. Importantly, anyone selling puts must understand that they may be assigned 100 shares at the strike price.

This risk is weighing on the stock.

NVIDIA Corporation (NASDAQ:NVDA) is a stock that Jim Cramer continues to stand by with, even though it has struggled. While it’s unclear whether he’s as loyal to it as he is to Costco, throughout 2026, the CNBC TV host has continued to assert that the firm provides a great long-term opportunity. NVIDIA Corporation (NASDAQ:NVDA)’s shares […]

The website builder was on the opposite end of the AI trade, and finally saw some relief in its share price.

The July jobs report suggests the labor market is weaker than many thought.

A new revenue model could lift returns on costly GPUs

Moby summary of Global Partners LP's Q2 2026 earnings call

After 30 consecutive quarters of more than 30% top-line growth, investors need more from the bottom line.

Silvaco Group (NASDAQ:SVCO) reported second-quarter fiscal 2026 revenue growth of 48% year over year and returned to non-GAAP operating profitability, as the semiconductor software company highlighted expanding intellectual property sales, cost reductions and new partnerships focused on AI-enabled m

Moby summary of AdvanSix Inc.'s Q2 2026 earnings call

Moby summary of Fluor Corporation's Q2 2026 earnings call

Oklo achieved a crucial milestone.

Vistra is quietly powering the AI data center boom, and it still looks surprisingly cheap.

Spotify and Pinterest both beat Q2 estimates on revenue and earnings, yet both stocks sold off hard in the days that followed. The reason says everything about what investors are actually paying for right now.

The data mining and AI specialist continued its rapid rebound.

In a recent edition of Breakfast News, we gave a five-year price target for SpaceX. Today, we'll delve deeper into some of our analysts' predictions.

This group of stocks tends to hold up well in downturns and keep up with the market during upswings.

AMD just doubled its Data Center revenue and guided for 41% growth, yet the stock slipped and sits nearly $500 below a price target that would make it a trillion-dollar company. The timeline to get there hinges on three things that all need to break right.

Instacart reported another quarter of accelerating top-line growth.

Shares of this infrastructure stalwart set a new 52-week high-water mark today.

The SaaS-pocalypse isn't panning out as expected.

Wall Street Says AMD's Taalas Deal Won't Close Nvidia's AI Gap

Constellation Energy just made some massive announcements, including big orders and progress on the Microsoft deal.

What is a rocket company worth once its fastest-growing business is selling compute?

The threat of AI isn't panning out as expected.

When you struggle to place a company, it's often because the company is inventing its own category, which is precisely the first of David's six traits of a Rule Breaker stock.

The company is trading at a high P/E ratio for a bank. Does it deserve to?

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

AI agents are already breaching systems and unlocking enterprise value at a pace few expected, and the next leap toward self-healing infrastructure could reshape entire industries overnight. Two software names are quietly positioning themselves to own that future before most investors even know the race has started.

Investors are increasingly bearish on the adtech specialist.

All three major US stock indexes were up in late-morning trading Friday after the Bureau of Labor St

Homegrown companies continue to struggle to access capital and move from research to commercialization

NuScale Power is in the right place at the right time.

Nvidia stock has been on a roll ahead of its earnings but AMD's most recent deal could sharpen AI chip competition.

This could be Lucid's last chance.

A company can pay a rising dividend for 20 consecutive years and still cut it overnight, taking both the income and the stock price down with it. A growing number of retirees are questioning whether building a portfolio around that risk still makes sense.

The strategic necessity of ensuring a domestic source of rare-earth magnets for U.S. manufacturing is a key part of the investment case for these two stocks.

QCI has exciting long-term potential, but unless Q2 shows stronger organic growth and clearer commercial traction, the earnings report could disappoint investors expecting rapid progress.

You don't have to look hard to find your next winning stock.

The fast-casual salad chain continues to struggle.

Three software stocks are posting some of the biggest single-day gains in the sector this year, and the catalysts driving them higher suggest the rally could be just getting started.

Nvidia stock has been on a roll ahead of its earnings but AMD's most recent deal could sharpen AI chip competition.

Disney just posted its fifth straight earnings beat and sent streaming profits soaring, but the stock still sits nearly 10% in the red for the year. Our model puts a specific number on where shares go from here and why Wall Street's celebration may still be underselling the real opportunity.

Tom Lee is doubling down on a bold call for stocks just as Michael Burry invokes the 1987 crash and Jamie Dimon warns about dangerous levels of market leverage. The bull and bear cases have rarely been this far apart.

Shopify just posted its biggest single-day earnings pop in recent memory, and the rally may not be finished. Here is where the stock could land before December and what threatens to knock it off course.

Stock Market Today: The Dow Jones index falls Friday on a surprise reading in the July jobs report. AI name Cloudflare stock soars on earnings.

ExxonMobil's dividend grew even stronger in the second quarter.

SharonAI Holdings, Inc. Class A Common Stock (NASDAQ:SHAZ) said it expanded its secured AI factory capacity, contract backlog and funding during the second quarter, as the company works to deploy GPU infrastructure across Australia and New Zealand. Chief Executive Officer and co-founder James Manni

Silicon Motion Technology operates in a little-known but important part of memory chip infrastructure.

ATLANTA, August 07, 2026--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced an agreement with an agentic hedge fund. QumulusAI negotiated market-rate compute pricing for the fund’s usage along with a share of its quarterly trading profits, with no exposure to trading losses.

The semiconductor sector plunged amid short-selling, forced selling, and the introduction of a new highly capable Chinese model.

Two decades at Bear Stearns, Lehman Brothers, and Morgan Stanley taught one veteran exactly which energy companies survive market collapses and keep paying shareholders through every cycle. Here are the five he trusts with his own money.

Archer Aviation stock has fallen below $5, leading some investors to wonder if it's a once-in-a-decade opportunity.

Some of America's largest growth stocks had a sluggish start to 2026, but they're bouncing back.

There's a high-quality dividend ETF building an equally strong investment case.

Amazon's cloud services business grew revenue by 37% in the quarter and increased operating income by a whopping 63%.

As data centers strain the grid and hyperscalers race to secure reliable electricity, utilities with nuclear and renewable assets are moving from sleepy dividend plays to essential AI infrastructure stocks.

SpaceX is having a rough start to life as a public company.

Sector ETFs give the impression of diversification. Most of them don't have it.

STORY: From BP making huge profits to Toyota's raised forecast... This is the Week in Numbers. :: Week in Numbers :: $5.73 billion$5.73 billion was how high BP's second-quarter profit reached.The British energy major cited higher energy prices, trading and refining margins.Oil giants have scored big this year from market volatility caused by the U.S.-Iran war.BP rival Shell also reported a doubling of second-quarter profit a week before.:: 12%About 12% was how much SpaceX shares dropped by after

Investors want to forget about the fact that this dominant company's shares have underperformed the S&P 500 index in the last five years.

Honeywell Aerospace cratered after its first earnings report as a standalone company, but the supply chain stumble that spooked investors may be covering up a much stronger story underneath.

The space economy is heating up, and with these two space stocks down about 50% from their highs, now could be an excellent time for investors to scoop up shares.

Zuckerberg's fortune swung by tens of billions, but the real story is what Meta's AI spending means for every investor holding the stock.

The bond market is telling quite a tale for those willing to listen.

A simple adjustment can lead to fantastic returns.

Here's how this top REIT's 31-year streak of dividend hikes could come to a screeching halt.

More than $222 billion of Berkshire's invested assets are concentrated in Abel's and Buffett's best ideas.

SpaceX turned in a solid quarter, but headwinds remain.

So why did a 36% growth quarter set off a double-digit sell-off?

Buying this AI infrastructure stock isn't about timing the next report -- it's about recognizing when price and reality fall out of sync.

Earnings season is showing that consumers are still spending and paying their bills, as indicated by SoFi and Visa.

SharonAI Holdings Inc (SHAZ) secures $4.9 billion NVIDIA deal and $8.8 billion revenue book, positioning for material Q4 2026 revenue ramp despite execution risks.

Space Exploration Technologies (NasdaqGS: SPCX) unveils Starmind, an orbital AI data center network built with Nvidia, targeting space based compute and data services. Tesla and SpaceX announce plans for a US$16.8b Terafab AI chip factory in Texas to expand AI hardware production capacity. SpaceX outlines intentions to build a terrestrial mobile network that would compete with major U.S. wireless carriers. These moves push SpaceX deeper into AI infrastructure and telecom, so it can be...

Nebius has crushed it so far in 2026, but this is just the beginning.

Gen Digital (NASDAQ:GEN) reported first-quarter fiscal 2027 results that exceeded its guidance, with revenue, bookings and earnings rising at double-digit rates as growth in trust-based solutions complemented continued momentum in its core cyber-safety business. Chief Executive Officer Vincent Pile

Operating performance is spectacular, but investors are getting nervous for one big reason.

People aren't connecting to the company's fitness offerings like they used to.

Elon Musk has a lot to gain from a potential megamerger.

With virtually no revenue line to judge, four things decide this report.

High expectations leave little room for disappointment.

Nvidia, Micron, and SK Hynix all look like big winners after SpaceX's first earnings call.

Remitly is scaling up and expanding margins.

Virginia and Texas could reshape the industry's next growth phase.

A fresh breakout into buy range is just one reason to watch Dell stock. Robust demand and alliances with Nvidia, AMD and Microsoft fuel more.

The acquisition adds specialized AI inference technology to AMD’s roadmap as the chipmaker expands its full-stack AI platform beyond GPUs.

Moby summary of Nuveen Churchill Direct Lending Corp.'s Q2 2026 earnings call

The company is making great progress in developing its transportation-as-a-service business.

Investors wanted more from the company with its second-quarter performance.

Brookfield (TSX:BN) has completed its acquisition of Oaktree, expanding its global credit management platform. The company has entered a multi billion dollar joint venture with Blackstone and KKR for Kuwait’s entire pipeline network. Brookfield has formed a partnership with NAVER and NVIDIA to build one of the world’s largest AI focused data center infrastructure platforms. Consider expanding your watchlist to other companies shaping AI infrastructure and related assets through 56 AI...

Nuclear investment is still growing, but nuclear share prices have been shrinking.

Shareholders have larger dividends headed their way.

Indium phosphide-related stocks surge with three consecutive daily trading limits! NVIDIA and Lumentum warn of supply-demand gap; institutions say entire industry chain faces valuation reassessment  富途牛牛

Moby summary of Green Plains Inc.'s Q2 2026 earnings call

Moby summary of EPAM Systems, Inc.'s Q2 2026 earnings call

Moby summary of Prestige Consumer Healthcare Inc.'s Q1 2027 earnings call

D-Wave Quantum posted a disappointing quarter, missing on both revenue and earnings while operating costs nearly doubled.

Moby summary of US Foods Holding Corp.'s Q2 2026 earnings call

Moby summary of NexPoint Real Estate Finance, Inc.'s Q2 2026 earnings call

Moby summary of ITT Inc.'s Q2 2026 earnings call

Moby summary of CPI Card Group Inc.'s Q2 2026 earnings call

Moby summary of Molson Coors Beverage Company's Q2 2026 earnings call

Expectations weren't high for the brewer's second quarter; happily, it exceeded them.

Moby summary of Legacy Housing Corporation's Q2 2026 earnings call

Moby summary of Keurig Dr Pepper Inc.'s Q2 2026 earnings call

Moby summary of Acushnet Holdings Corp.'s Q2 2026 earnings call

Moby summary of Ligand Pharmaceuticals Incorporated's Q2 2026 earnings call

Moby summary of Ralph Lauren Corporation's Q1 2027 earnings call

Moby summary of Haemonetics Corporation's Q1 2027 earnings call

Humanoid robot developer Unitree announced it will price its upcoming IPO at $22.34 a share, giving it a valuation of $9 billion. The deal will make Unitree China's first public humanoid robot company. Unitree's IPO comes at a time when investors are becoming increasingly focused on the prospect of AI-enabled robotics.

Itʻs not often that S&P Global stock is in negative territory.

Microsoft booked $24.1 billion tied to OpenAI, a company that still hasn’t turned a profit and just delayed going public.

Nvidia stock tried—and failed—to keep the momentum going on Thursday. Its earnings report, due later this month, could help it move higher. The chip maker’s shares closed down 0.2% at $218.78, snapping a five-day winning streak and posting its largest percentage decrease since July 29, according to Dow Jones Market Data.

Moby summary of Becton, Dickinson and Company's Q3 2026 earnings call

The memory chipmaker still has a bright future.

(Bloomberg) -- Nscale is telling prospective investors it has about $51 billion of total contracted revenue ahead of a US initial public offering that could take place as soon as in September, according to people familiar with the matter.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joine

The company is running through cash faster than some investors may like.

The automation software company delivered strong second-quarter results, but the stock still fell.

Moby summary of KVH Industries, Inc.'s Q2 2026 earnings call

Papa John's dashes hopes for a quick going-private transaction. Investors abandon ship.

Fluence Energy (NASDAQ:FLNC) reported record third-quarter order intake and backlog growth, including its first signed data-center developer order, while lowering its fiscal 2026 revenue and adjusted EBITDA outlook because of delays ramping new manufacturing capacity. President and Chief Executive

August is off to a rocky start for this utility stock.

Nvidia is reportedly testing at least three Rubin Ultra variants with reduced HBM capacity.

The company is known as one of the most reliable dividend payers in the stock market.

Moby summary of Chegg, Inc.'s Q2 2026 earnings call

ARK's latest rotation reveals where Wood sees greater upside

Moby summary of Oscar Health, Inc.'s Q2 2026 earnings call

Moby summary of CION Investment Corporation's Q2 2026 earnings call

Moby summary of Americold Realty Trust, Inc.'s Q2 2026 earnings call

Moby summary of Planet Fitness, Inc.'s Q2 2026 earnings call

Meta's shares appear primed for a rebound.

SpaceX's upcoming lockup expirations could weigh down its volatile stock.

NuScale Power is preparing to reach a critical growth catalyst.

Moby summary of Vontier Corporation's Q2 2026 earnings call

Moby summary of Warner Bros. Discovery, Inc.'s Q2 2026 earnings call

A new funding push tests its efficiency advantage

Moby summary of Fiserv, Inc.'s Q2 2026 earnings call

Moby summary of FS KKR Capital Corp.'s Q2 2026 earnings call

I own both stocks already, but there's only one on my short list of buy candidates this month.

Moby summary of Nuvation Bio Inc.'s Q2 2026 earnings call

Moby summary of Frontdoor, Inc.'s Q2 2026 earnings call

Moby summary of Liquidity Services, Inc.'s Q3 2026 earnings call

One of Warren Buffettʻs favorite stocks is down 6% year to date.

NuScale's second-quarter looks bad. So why is the stock rising?

Grab Holdings just posted a massive earnings beat and holds unanimous Buy ratings from 26 analysts, yet the stock sits near a 52-week low while insiders sell. Something about this Southeast Asian super-app does not add up.

These two stocks give investors a way to profit from strong industry tailwinds for nuclear energy in the coming decades.

Aeva stock is speculative -- but investors are speculating hard after last night's earnings beat.

AppLovin got punished after whiffing in its earnings report.

CoreWeave has shed nearly a third of its value since going public, yet its bookings just hit an all-time high. Something in that contradiction points to an opportunity worth understanding before the next earnings report.

Shopify just posted its cleanest quarter in years and sent its stock surging, but the real question is whether that momentum carries into 2027 or runs out of road at today's prices.

Is Salesforce still a blue chip software stock or the market's biggest bet on AI-powered digital labor?

SpaceX has set a new ceiling for AI infrastructure. During its inaugural earnings call as a public company on August 4, the firm announced an exclusive commitment to build its future compute capacity on Nvidia’s Vera Rubin architecture. The scale is unprecedented: 2 gigawatts (GW) of installed compute by the end of 2026, scaling to […]

Perhaps you shouldn't either, unless you have a large tolerance for risk and volatility.

Idaho Strategic Resources is one of the few profitable rare-earth stocks.

This tech stock reported quarterly results yesterday that blew past analysts' estimates. Investors, however, aren't impressed.

There might be no topic more pressing today than concentration.

Anthropic's IPO could generate strong tailwinds for Amazon's business.

Eli Lilly just posted revenue growth near 50% and crushed earnings estimates, yet the stock barely moved. There is a specific price target for 2027 that Wall Street analysts are only beginning to catch up to, and the math behind it changes the entire valuation story.

SpaceX just went exclusive with Nvidia GPUs, and Jensen Huang may be ready to use that momentum to conquer a $200 billion market his rivals never saw coming. The question is whether Wall Street has any idea what a CPU-hungry agentic AI era could mean for Nvidia's next act.

Was last month a warning sign or an opportunity for Tesla investors?

The AI revolution is alive and well, and Western Digital stock is doing swell.

Tesla CEO Elon Musk and Nvidia CEO Jensen Huang have touted humanoid robots as the ultimate physical embodiment of artificial intelligence.

Chevron just posted record production, slashed debt by billions, and locked in a 20-year AI power deal with Microsoft, yet analysts see a surprisingly narrow path ahead for the stock.

While income investors keep circling the same REITs and MLPs, three finance-sector names with yields that dwarf typical dividend stalwarts have been hiding in plain sight, and the safety case for each one is stronger than the headline numbers suggest.

Deutsche Telekom (ETR:DTE) reported continued organic growth in the first half of 2026, raised its group free-cash-flow outlook following an increase at T-Mobile US, and announced plans for up to an additional €3 billion in share repurchases during 2026. Chief Executive Officer Tim Höttges said gro

Axcelis Technologies (NASDAQ:ACLS) reported second-quarter 2026 revenue of $215 million and non-GAAP diluted earnings per share of $1.06, with both figures exceeding management’s expectations. The company raised its outlook for the full year, now expecting mid-single-digit revenue growth after previ

Investors shouldn't expect a sharp post-earnings jump.

Is this a one-time flex or a long-term strategy?

Three enterprise software stocks all beat earnings expectations Thursday morning, yet they are moving in wildly different directions. Find out why a triple beat turned into a split verdict that sent one high-flying name toward its worst single-day drop on record.

Ark Invest's top investor continues to build up existing positions, including adding to a pair of broken IPOs on Wednesday.

These healthcare giants can deliver steady gains.

Stock Market Today: The Dow Jones index rises, and the Nasdaq turns higher as some AI names buck sell-offs in Sandisk and Western Digital.

DENVER, August 06, 2026--Zayo, a leading digital infrastructure provider, today announced it is delivering critical network capacity to power today's AI ecosystem and accelerate the next generation of AI innovation with NVIDIA AI infrastructure. Through this collaboration, Zayo is building more than 8,000 miles of new long-haul fiber across the fastest-growing AI corridors and significantly expanding capacity across its existing infrastructure. As the gap between compute demand and available net

PepsiCo's dividend payout ratio has crept toward 100% of free cash flow, a number that would sink most income stocks. But something shifted in the earnings reports, and the case for the Dividend King suddenly looks very different.

Adobe's revenue is hitting records and its AI metrics are tripling, yet the stock sits near multi-year lows. Our proprietary model pinpoints the exact date shares could cross a critical threshold, and the window may be shorter than most investors expect.

The memory chip market continues to strengthen.

Nvidia's earnings are compounding at triple-digit rates while its forward multiple sits in the low 20s, a mismatch that rarely lasts long. Here is what the numbers reveal about whether the current price represents a window or a warning.

Berkshire Hathaway's massive share repurchase could be Greg Abel's clearest signal yet that the company's own stock is its best investment today.

Stock Market Today: The Dow Jones index rises, while the Nasdaq drops as AI stocks Sandisk and Western Digital plunge on earnings.

Wall Street analysts made some dramatic moves on Thursday, slashing price targets by double digits on several high-profile names while upgrading others to buy. Find out which stocks got the most surprising treatment before the opening bell.

Tesla stock hit a 52-week low but has since jumped 6%.

Cathie Wood Bets Bigger on Nvidia as AI Boom Rolls On

Second-quarter earnings season shook loose some rare discounts on five high-yield dividend stocks that Wall Street analysts still rate as Buys, and income-focused investors may not get another shot at these prices.

STORY: From investor worries over SpaceX AI spend to Anthropic's hacking scare ...This is AI Weekly.:: AI WeeklySpaceX said it saw faster-than-expected returns from its AI spending in its first-ever earnings call as a public company.But investors were still worried about how long its Starlink business can continue to bankroll costly investments in data centers and Nvidia chips, and shares dropped 12%.Quarterly capital spending on AI climbed to $15.8 billion.The company said the economics of its

SpaceX stock closed down 14% after Musk said the company will build AI infrastructure exclusively on Nvidia chips.

Elon Musk says SpaceX is now "exclusive" to Nvidia's superior hardware.

The winner has a key loyalty program differentiator.

Thousands of retail investors bought what they were told was pre-IPO SpaceX exposure, only to discover the shares beneath them had already been sold, stacked, or may never have existed at all. The lockup clock just started, and the reckoning is arriving in a falling market.

The top beverage stock is handily beating the market this year.

Tim Cook spent considerable time talking about memory prices during Apple's latest earnings call.

Nvidia stock has gained 12% in the past five trading sessions and its coming earnings might provider a further boost.

Investors have not missed out quite yet after Microsoft's post-earnings rally.

Earnings are exploding, but the stock is priced as though the boom were nearly over. Is the market right?

Nvidia (NasdaqGS:NVDA) agreed an exclusive partnership with SpaceX for its Starmind satellite AI program, which will use Nvidia's Vera Rubin NVL72 rackscale system as its dedicated AI chip platform. SpaceX selected the Vera Rubin NVL72 system for upcoming Starmind satellites, positioning Nvidia's hardware as a reference point for aerospace focused AI compute. Separately, Nvidia backed Volta Infra entered a US$10b multi year AI cloud deal with Anthropic to roll out data centers in Europe...

Nvidia's path to $1 million faces a critical growth limitation.

The latest tariff move wasn't about raising rates; it was about making them stick, and that could reshape which stocks win for years to come.

Commodities and real estate peformed well in July.

Investors may want to brace for turbulence. But these stocks should hold up well.

Networking stocks like Astera and Arista could be the next big winners as the AI boom continues.

The future of Bitcoin is at stake, and so is the value of Strategy's $54 billion Bitcoin investment.

Buying the dip may sound like a good move, but investors should consider these points.

SpaceX's early release-eligible insiders are free to sell up to 911.5 million shares starting today, Aug. 6.

Palantir just delivered a monster earnings report.

The midstream MLP looks like a top dividend stock to own.

Indium phosphide-related stocks surge with three consecutive daily trading limits! NVIDIA and Lumentum warn of supply-demand gap; institutions say entire industry chain faces valuation reassessment  Moomoo

Talen Energy (NASDAQ:TLN) reported second-quarter adjusted EBITDA of $374 million and adjusted free cash flow of $212 million, citing contributions from recently acquired natural gas plants, higher PJM capacity pricing, increased generation volumes and the ramp of its AWS contract. For the first ha

So far, it's not off to a great start.

After years of avoiding Amazon, I realized the business evolved in ways I hadn't fully appreciated.

(Bloomberg) -- Artificial intelligence’s tremendous hunger for electricity is already well known. What’s less familiar is how the rapid fluctuations in data centers’ appetites can break essential equipment at the facilities.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’s $101 Bi

Vertiv and Eaton both rode the AI infrastructure wave in Q2 2026, but one is sharpening itself into a pure-play weapon while the other is bulking up through billion-dollar bets. Which strategy wins when the capex cycle turns?

GE Vernova and Eaton both reported blowout quarters fueled by AI power demand, but one company is collecting cash right now while the other is betting on a revenue wave that mostly arrives after 2028. Choosing between them means deciding how much patience you actually have.

Investors didn't seem to get a clear read on Axon's latest earnings report.

The investment is starting to pay off.

Samsung Electronics and SK Hynix face growing calls from investors wanting a greater share of excess cash via dividends or buybacks, after the pair provided scant detail on capital returns when reporting AI-driven record profit. The world's two largest memory chip makers are generating cash at an unprecedented pace due to robust demand ‌for chips used in AI applications, amassing reserves that exceed those of U.S. tech giants that are spending heavily on AI infrastructure. Samsung and SK Hynix

That multiple only makes sense if the AI boom's best years are already behind it. Are they?

A leveraged ETF promising twice NVIDIA's daily returns is somehow trailing the stock it tracks, yet a single $100 bet placed five years ago ballooned into something extraordinary. The math behind that contradiction will change how you think about leverage forever.

SpaceX has shed more than a third of its value in weeks, and every options desk, prediction market, and Reddit thread has locked onto the same number as the moment of truth. Whether institutional buyers show up at that level decides what kind of stock SPCX actually is.

Elon Musk created quite a stir.

Amazon and Apple are two top stocks whose prices are on a tear.

Henry Schein, Inc. reported past Q2 2026 results with sales rising to US$3,458 million and net income to US$94 million, alongside higher basic and diluted earnings per share from continuing operations versus a year earlier. Importantly for long-term watchers, management also raised its 2026 total sales growth guidance, signaling greater confidence in the company’s operating initiatives and demand trends. Now we’ll examine how Henry Schein’s raised 2026 sales outlook reshapes its existing...

There is no end in sight for the drugmaker's dividend growth streak.

Nvidia (NVDA) has officially moved Co-Packaged Optics (CPO)—a technology integrating optics and electronics into a single package—into initial production.  Moomoo

Moby summary of Primo Brands Corporation's Q2 2026 earnings call

Moby summary of Shopify Inc.'s Q2 2026 earnings call

The entertainment giant crushed analyst profitability estimates for its third quarter.

Moby summary of Materion Corporation's Q2 2026 earnings call

Jim Cramer just called SpaceX a trillion-dollar business while warning investors to brace for a brutal stretch ahead, and the reason behind that contradiction comes down to one date on the calendar.

Moby summary of United Therapeutics Corporation's Q2 2026 earnings call

The company managed to boost its key second-quarter fundamentals at impressive rates.

Moby summary of Extreme Networks, Inc.'s Q4 2026 earnings call

Investors were expecting a little more from the contract logistics company in the second quarter and in 2026 in general.

Moby summary of Kennametal Inc.'s Q4 2026 earnings call

Moby summary of Griffon Corporation's Q3 2026 earnings call

Moby summary of Natural Resource Partners L.P.'s Q2 2026 earnings call

They both offer above-average yields, supported by steady businesses.

Moby summary of Recursion Pharmaceuticals, Inc.'s Q2 2026 earnings call

Moby summary of NNN REIT, Inc.'s Q2 2026 earnings call

Moby summary of Owens Corning's Q2 2026 earnings call

The EV maker's latest bounce-back could prove fleeting, but don't assume it shatters the long-term bull case.

Moby summary of Insulet Corporation's Q2 2026 earnings call

Moby summary of Perrigo Company plc's Q2 2026 earnings call

Moby summary of Palmer Square Capital BDC Inc.'s Q2 2026 earnings call

Demand for the healthcare leader's weight-loss drugs continues to rise.

Duolingo's second-quarter earnings will reveal more than just another set of financial results.

Utility stocks are riding the AI power wave, but the companies actually bolting together the data centers are running a very different race. Knowing which fund owns which part of the chain could change how you size your next trade.

US equity indexes were mixed Wednesday as SpaceX (SPCX) and Advanced Micro Devices (AMD) stocks decl

AWS is overshadowing Amazon's e-commerce operations.

GXO missed revenue estimates in the second quarter, but the components for an acceleration are coming together.

Its third-quarter revenue and profitability fell short of analyst estimates.

ViaSat beat earnings last night, but its stock still costs way too much.

Here's why Wall Street believes a smaller payout could be the first step toward a stronger turnaround.

Investors are flocking to an ETF that enhances the daily exposure of leading chip stocks. Buyer beware.

Lucid shares are down 40% this year.

Don't let their recent poor performances chase you away.

Clorox is a great value for income investors.

Strategy plans to sell more Bitcoin to cover its buybacks and preferred stock dividends.

Chinese memory maker CXMT went public and gained nearly 500% on its opening day.

Tech stocks were mixed late Wednesday afternoon, with the State Street Technology Select Sector SPDR

Even though PayPal never directly addressed Stripe's recent buyout offer in its earnings report, the message was clear: It's too low.

The company will be the exclusive provider of AI chips to another big name in the space.

A strong earnings report sends Disney stock into triple digits, but investors have seen this story before.

More capable AI could create multiple different profit opportunities.

Moby summary of The Kraft Heinz Company's Q2 2026 earnings call

Kratos's earnings last night weren't quite as good as they first appeared.

This company failed to meet analysts' expectations. Investors don't seem to mind.

Wall Street remains very bullish on two AI stocks.

Moby summary of The New York Times Company's Q2 2026 earnings call

Moby summary of Orthofix Medical Inc.'s Q2 2026 earnings call

Moby summary of SolarEdge Technologies, Inc.'s Q2 2026 earnings call

The IPO and its timing put prospective shareholders in an unexpectedly difficult position.

SolarEdge is working on a turnaround -- but it's a work in progress.

Wall Street has piled 41 buy ratings onto AMD with zero sells, yet shares just cratered after a blowout quarter. Something about this setup does not add up, and the answer points toward a price target most analysts have not caught up to yet.

Three dividend stocks share the same cut-off deadline this week, meaning investors who wait even one extra day walk away with nothing. Here is what separates a timely income play from a missed opportunity.

TransMedics stock slipped on mixed results, but its future remains bright.

SpaceX stock has been weak for weeks. Analysts are sticking with their price targets. The average analyst price target for SpaceX stock is about $227 a share, according to FactSet, down $1 since SpaceX reported better-than-expected second-quarter numbers on Tuesday evening.

US equities were mixed and crude oil eased in late-morning trading Wednesday as investors remained h

Seven small-bank stocks share the same ex-dividend date this Friday, and missing it by a single day means the August payment goes to whoever sold you the shares. The window is closing fast, but not every name on the list deserves equal urgency.

The e-commerce tools provider is defying the SaaSpocalypse narrative.

Operating as "energy tollbooths," these three stocks have high yields and strong track records of dividend growth.

UPS and Fluor deserve more attention from value-seeking investors.

SpaceX's first quarterly report since its IPO sent shockwaves through the AI chip trade, rewarding one ETF with a 21% single-session surge while punishing a chipmaker that just posted record revenue. The winner and loser share the same catalyst.

Moby summary of CVS Health Corporation's Q2 2026 earnings call

Berkshire Hathaway dumped its entire Amazon stake right as the stock was about to explode higher, and the explanation has almost nothing to do with Amazon's business. The real story is buried inside a personnel change that reshaped what Berkshire was willing to own.

Income investors have intriguing opportunities and a narrow decision window this week. Five NASDAQ-listed dividend payers all share the same ex-dividend date of August 10, meaning shares must be owned by the close of Friday, August 7 to collect the upcoming August payments. Here’s how it works: to receive a dividend, you must own the ... Last Chance – 5 Dividend Stocks You Must Buy This Week to Get Paid in August

SpaceX is on course to burn $50 billion this year. That's a surprise.

SoundHound and RH look like potential buys, while I'd avoid Supermicro.

It may seem like a nightmare scenario, but there are ways to salvage it.

Five dividend payments hit accounts this month, but a Friday deadline separates investors who collect from those who wait another quarter. Not every yield on this list is what it appears to be.

Why Novavax’s Licensing Pivot and Cyclospora Focus Matter Now Novavax (NVAX) is in the spotlight after shifting away from direct COVID-19 vaccine sales toward licensing its Matrix-M adjuvant, while investors also weigh Cyclospora outbreak headlines and the upcoming second-quarter earnings release. See our latest analysis for Novavax. At a share price of $7.66, Novavax has seen a 3.37% 1 day share price return and a 4.36% 7 day share price return, although the 30 day share price return is down...

The miner’s first-half earnings surged as oil, LNG, freight and commodity volatility gave its marketing machine exactly the market it was built for.

I spent years overlooking Coca-Cola, but its latest results convinced me that this "boring" dividend stock deserves a place on any long-term investor's watch list.

The AI-driven loan platform delivered strong Q2 results.

Lucid slams the brakes on cash burn -- but is it too late?

Bloom Energy's backlog increased in the second quarter, but the real power in the backlog isn't product sales.

Chipotle's share price has swung wildly for two years, and now management is buying back stock aggressively near current levels while Wall Street eyes a 27% upside. The real question is whether the operational recovery has enough traction to survive margin pressure, a fragile consumer, and fresh food safety concerns.

Generate Biomedicines focuses on AI-enabled drug discovery.

The company's capital expenditures soared like a rocket this past quarter, and investors weren't impressed.

AbbVie's blockbuster drugs are surging while a major acquisition looms, but a trailing P/E of 71 and one model pricing the stock nearly $50 below current levels raises a real question about whether the rally has room left to run.

Advanced Micro Devices (NASDAQ:AMD) shares dropped more than 6% in early trading on Wednesday after Elon Musk revealed that SpaceX plans to source its artificial intelligence processors exclusively from Nvidia, overshadowing AMD’s stronger-than-expected quarterly earnings. The announcement weighed heavily on investor sentiment despite another quarter of record revenue and upbeat guidance from the semiconductor company.

Advanced Micro Devices has had a stellar year so far. AMD shares were down 5.8% at $488.56 on Wednesday following its earnings the previous day. The big question hangs over AMD’s ability to take market share from Nvidia’s graphics-processing units.

Cook told investors that memory prices will continue to rise.

SpaceX just posted one of the most impressive earnings reports in recent memory, and the stock is getting crushed anyway. Two converging forces are threatening to swamp even the strongest bull case, and one of them hasn't even hit yet.

The analytics company posted 93% revenue growth last quarter, which was an acceleration from the previous period.

Five Nasdaq stocks share the same ex-dividend deadline this week, but they are not all worth buying for the same reason, and at least one comes with a warning flag that most income investors will miss.

Stellantis had a much-improved second quarter, but Wall Street still isn't buying. Should you?

Investors are waiting for a potential Anthropic IPO in the coming months, but buying Micron and Nvidia could be a smarter bet.

Investors are growing impatient with unprofitable companies.

This rock-solid dividend ETF proved it can deliver durable income over time.

The market is confident about this resilient stock.

Rivian issued more shares in July to raise capital.

Gasoline prices are punishing drivers at the pump while a handful of companies are posting the most profitable quarters in their histories, and the structural reason this keeps happening has nothing to do with luck or crude oil prices.

SpaceX stock (SPCX) is losing altitude and shedding yesterday's stock gains over the AI spending forecasts reported in its first-ever earnings release. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to break down SpaceX's negative stock moves.