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

A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.

Moby summary of Liquidia Corporation's Q2 2026 earnings call

Moby summary of Amcor plc's Q4 2026 earnings call

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

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

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

Moby summary of Global-e Online Ltd.'s Q2 2026 earnings call

Moby summary of Kornit Digital Ltd.'s Q2 2026 earnings call

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?

The chipmaker announced a $15 billion secondary stock offering this week.

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

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.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 13% to $35.81 this morning after the company delivered a blowout fiscal 2027 outlook alongside its Q4 FY2026 report. The move is lifting AI server peers, with Dell Technologies (NYSE:DELL) stock up 5% to $463.99 and Hewlett Packard Enterprise (NYSE:HPE) shares up 3% to $55.85. Broader tech ... Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance

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

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 chip and software giant's reported profits more than doubled over the past year -- which happens to be how this gap closed both times before.

Bechtle (ETR:BC8) reported double-digit growth across most key metrics in the second quarter and first half of 2026, prompting the IT services provider to raise its full-year outlook despite what management described as continued challenging market conditions. Chief Executive Officer Thomas Olemotz

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.

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...

On Tuesday, CoreWeave Inc. (NASDAQ:CRWV) shares jumped nearly 16% in after-hours trading 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 billion, topping analysts’ expectations of $2.56 billion, while its adjusted loss of $1.03 per share was narrowe

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 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?

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

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

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

Moby summary of Electrovaya Inc.'s Q3 2026 earnings call

Moby summary of Aramark's Q3 2026 earnings call

Michael Burry is short Nebius Group N.V. (NASDAQ:NBIS) at $211.77, describing his latest bearish bets as “a bit like shooting fish in a barrel.” The Big Short investor disclosed the trade on his Substack last week alongside a short on...