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Tech stocks struggled in July. Will the volatility around the AI trade continue in August?

A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

Chipotle shares shot up after strong Q2 earnings, but Starbucks stock could be the better buy.

Like SpaceX, five of the seven Magnificent Seven stocks sank below their IPO price during the first year after their IPO.

The social media company's one soft number is the number its advertising business leans on hardest.

SEOUL, Aug 1 (Reuters) - South Korea's exports grew more strongly than expected in July on global chip and computer demand for AI investments.

Chevron Corp (CVX) delivers record US production, achieves cost reduction targets early, and secures landmark Microsoft power deal.

nVent Electric PLC (NVT) raises full-year guidance after a 53% sales surge, driven by robust infrastructure growth and strong execution.

Analysts raised Amazon price targets to as high as $400 after AWS growth of 37% drove a 15% single day surge.

But yields on the 10-year and 30-year Treasuries hit their highest levels since 2007 Friday, which kept a lid on the stock market's advance.

Amazon's accelerating cloud revenue helped investors look beyond a $220 billion capital-spending plan and negative free cash flow.

Key takeawaysAmbarella shares jumped nearly 20 per cent after reports that NXP Semiconductors is considering an acquisition worth more than US$3 billion. The rally lifted Ambarella’s market capitalization to almost US$3.

Amazon (AMZN) stock is ripping higher on Friday after the e-commerce and cloud computing giant delivered a blockbuster Q2 report that comfortably exceeded Wall Street's expectations.

Investing.com -- Integer Holdings (NYSE:ITGR) shares surged 21% Friday afternoon following a Wall Street Journal report that private-equity firm KKR is near a deal to take the medical-device outsourcing company private.

Building a portfolio meant to outlast market cycles, recessions, and your own impulses requires making very deliberate choices about which exposures belong together and why each one earns its slot over 30 years.

Nano Nuclear Energy is riding a wave of good news.

JPMorgan and Barclays raised their Amazon targets to $365 after AWS delivered its fastest growth in 18 quarters.

Private-equity firm KKR is near a deal to take medical-device outsourcing company Integer Holdings private, according to people familiar with the matter. The deal, which could come as soon as next week, would value the Plano, Texas-based company at roughly $127 a share, the people said. There are no guarantees a deal will come together.

Moderna Inc (MRNA) exceeds Q2 revenue guidance and advances key vaccines, but faces delays in norovirus trial and oncology readouts.

GE Aerospace stock rose on Friday, capping a week of gains that left it squarely within a buy zone. Shares rose 1.5% as they rebounded from key technical support. Like most aerospace stocks, GE Aerospace has had a year of ups and downs that has nonetheless yielded gains thus far.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

Ross Stores (ROST) is in focus after its May 21, 2026 earnings call, where management reported a 17% comparable store sales gain and raised full year guidance, followed by a 15.8% stock move. See our latest analysis for Ross Stores. At a US$252.57 share price, Ross Stores has shown firm momentum, with a 30 day share price return of 19.19% and a 1 year total shareholder return of 86.02%. This suggests investors are reassessing its growth and risk profile after strong earnings updates and...

Wall Street offered mixed views on Apple’s outlook after earnings, while Stocktwits retail traders largely shrugged off the selloff and stayed bullish.

DXCM's Q2 earnings and revenues beat estimates as global demand, broader access and margin expansion fuel stronger 2026 guidance.

IR beats Q2 earnings and revenue estimates, raises its 2026 sales outlook and reports stronger orders, cash flow and M&A momentum.

SanDisk has taken investors on a wild ride in recent months. For instance, SanDisk (SNDK) stock is up roughly 2,240% over the past 12 months, a return that turned a sleepy chipmaker into one of the most talked-about stocks on Wall Street. Then came the drop. The chip stock has fallen 45% from its ...

Novo Nordisk and Eli Lilly compete in the same blockbuster drug class, yet their 2026 earnings tell dramatically different stories about which company holds the upper hand heading into a pivotal summer of reports and pricing resets.

Amgen heads into Q2 earnings with a history of beats as investors watch key drug sales trends and seek updates on its MariTide obesity candidate.

(Bloomberg) -- Short sellers have piled into SpaceX at a rapid pace ahead of two major milestones next week: the company’s first earnings report as a public company and the release of hundreds of millions of locked-up shares.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450 Billion Jump Is Biggest in Stock Market HistoryChip Stocks Post Biggest Advance Since April 2025: Markets WrapM

NXP Semiconductors is in talks to buy chip ‌designer Ambarella, the Financial ‌Times reported on Friday, citing people familiar with the ​matter. Shares of Ambarella, with a market capitalization of $3.25 billion, jumped nearly 17%, while NXP fell over 3% ‌following the ⁠report. Here are a few details: • A potential deal could ⁠bolster NXP's capabilities in software-defined vehicles, radar and electrification, as Ambarella ​develops low-power ​AI chips ​and software for ‌edge devices such as cameras, vehicles and robotics.