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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 […]

Nokia (NYSE:NOK) has spent the past year rebuilding its story around AI, and earlier on July 14, it added another data point. The company signed a 5G expansion agreement with Taiwan Mobile to deploy its AirScale portfolio and AI-driven software across the carrier’s network, part of a broader push toward what Nokia calls AI-native mobile […]

President Donald Trump pushed back against reports of depleting munitions, saying that the nation is ramping up domestic weapons production. Trump took to Truth Social early Thursday and said the U.S. has “massive” amounts of munitions, especially of certain types,...

SoFi Plus hit 200K paid members in one quarter. CEO Anthony Noto wants 1 million within a year. Here's why that target matters for SOFI stock.

Investors need to take a step back and view this business with a fresh perspective.

Cisco is not running a pilot program. Starting at the end of July 2026, the company is deploying a personalized AI agent to every single one of its 90,000 employees. This is a structural overhaul of how a Fortune 500 company operates, moving beyond the experimental phase into a full-scale integration of autonomous agents across […]

Duolingo stock reaction to fresh earnings and guidance Duolingo (DUOL) is back in focus after its early August earnings release and updated outlook for the third quarter and full year 2026. The new numbers give you fresh context for assessing the stock. See our latest analysis for Duolingo. Duolingo’s latest earnings beat and guidance sit against a mixed share price backdrop, with a 21.21% 90 day share price return but a year to date share price decline of 25.83% and a 1 year total...

Comfort Systems USA Stock at a Glance Comfort Systems USA (FIX) continues to attract attention after posting annual revenue of US$11.23b and net income of US$1.43b, with investors weighing these figures against the recent share price around US$1,694.55. See our latest analysis for Comfort Systems USA. Over the past year Comfort Systems USA has seen strong momentum, with the year to date share price return of 68.84% and a 1 year total shareholder return of 145.51%, even though the 90 day share...

Joby Aviation stock has fallen 48.1% over the past year, yet current checks still suggest the shares are not obviously cheap based on the usual valuation benchmarks. Recent news around vertiport partnerships, manufacturing progress and certification milestones is keeping the story in focus, but the price still screens on the expensive side. Over the past 12 months, Joby Aviation has declined 48.1%, which puts recent short-term gains into the context of a longer period of weak returns for...

In late July 2026, First Solar reported second-quarter 2026 results showing sales of US$1,056.19 million and net income of US$422.57 million, while also reaffirming full-year guidance for US$4.9 billion to US$5.2 billion in net sales and 17.0 GW to 18.2 GW of volume sold. Shortly after, the U.S. administration imposed a 15% tariff and minimum import prices on polysilicon-based solar products, a policy that largely spares First Solar’s cadmium telluride thin-film technology and could shift...

Travel + Leisure now carries a refreshed fair value estimate of US$91.00 per share, up from US$87.08, as analysts adjust their views on the stock. Recent research, including price targets that span roughly US$77 to US$107 and an upgrade to Buy from Goldman Sachs with an US$85 target, shows how opinions are shifting as new earnings and acquisition details come through. As you read on, you will see how these changing targets fit into the evolving Travel + Leisure story and what that can mean...

SharpLink's Joseph Chalom opposes Ethereum's EIP-8363, but analysts say the reward burn is unlikely to pass.

Motorola Solutions (NYSE:MSI) reported record second-quarter sales and earnings for 2026, with revenue rising 13% as demand increased across its Products and Systems Integration and Software and Services segments. The company raised its full-year revenue and earnings outlook, citing continued streng

Mosaic (NYSE:MOS) said it is managing production, costs and liquidity through what Chief Executive Officer Bruce Bodine described as a difficult phosphate market shaped by unusually high sulfur prices and constrained supply. The company has curtailed phosphate production in the United States and Br

MP Materials (NYSE:MP) reported second-quarter 2026 revenue and PPA income of $126.1 million, more than double the prior-year period, as sales volumes of neodymium-praseodymium, or NdPr, increased 127% year over year. Consolidated adjusted EBITDA was $28.5 million, improving by $41 million from a ye

On August 4, Tenable Holdings (NASDAQ:TENB) announced that it now covers every major AI platform and developer tool through its Tenable One platform, adding Google Gemini to a list that already included Anthropic Claude, OpenAI’s ChatGPT Enterprise, and Microsoft Copilot. It is a bet that as companies rush to adopt AI, someone needs to watch […]

When 7 Brew opened a few miles down the road from our home, my son and I were there on opening day. He's a fan of their "Fizz" sodas, while I enjoy the "Sweet and Salty," a coffee drink made with espresso, salted caramel, white chocolate, and a breve (half-and-half) base. That, however, is a very ...

Liquidation reduced his equity stake by 21% through a pre-arranged trading plan, though he retains over 533,000 shares across direct and indirect holdings.

Druckenmiller only owns one "Magnificent Seven" stock.

JEPQ promises softer Nasdaq landings and a 10% yield, but the real question is whether those monthly checks and price cushions actually hold up when the index starts bleeding. The answer from two very different market storms might surprise income investors.

Eli Lilly (LLY) posted a second-quarter result strong enough to shift the debate around its stock. For months, the debate centered on one worry: a slow start for its new obesity pill. That worry did not disappear in the second quarter, but it stopped driving the conversation. Bank of America came ...

LegalZoom.com (NASDAQ:LZ) had one of the roughest weeks in its history, and it happened almost right on top of a product launch. On August 4, the company announced a new agent integrated into Microsoft 365 Copilot, putting business formation, compliance filings, and attorney consultations directly inside the productivity tool millions of small businesses already use. […]

Insider liquidated 28% of equity holdings following option exercise at $51.23 strike, capturing gains as stock surged 76% over one year.

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

Innodata (NasdaqGM:INOD) announced the launch of its AI Cyber Training Suite, a cybersecurity product focused on AI coding agents and enterprise software security. The suite introduces an industry first methodology for training and evaluating AI agents on software vulnerability detection and patching. Innodata is targeting enterprises that rely on AI generated code and need stricter controls around legacy system modernization and security. The release addresses growing concerns about trust,...

First Solar (NasdaqGS:FSLR) has publicly backed a new U.S. policy that sets 15% tariffs and minimum import prices on polysilicon imports. The policy targets long running concerns about Chinese competition and supply chain risk for U.S. solar manufacturers. First Solar framed the move as a positive step for domestic manufacturing investments and future production plans. Investors are assessing how the new tariffs and pricing floors may influence First Solar's competitive position within the...

General Motors (NYSE:GM) and SAIC Motor renewed their China joint venture for another 20 years, with a focus on new energy vehicles and global exports. The partners plan to launch at least 30 new energy vehicle models and build out GM's premium Electra sub brand from China. The renewed agreement shifts GM's China role toward local R&D, two way technology sharing, and positioning China as an export hub for next generation EVs. General Motors is only one example of how large automakers and...

Joby Aviation (JOBY) has opened a 45,000 square foot facility at Perot Field Fort Worth Alliance Airport in Texas, giving the eVTOL company a new operational foothold as it prepares for potential electric air taxi services. See our latest analysis for Joby Aviation. Joby Aviation’s recent news around raised 2026 revenue guidance, progress toward FAA certification and the new Texas facility has coincided with short term momentum, with a 7 day share price return of 20.84% and a 1 month share...

In the second quarter of 2026, Sunrun Inc. reported US$543.73 million in sales and US$869.99 million in revenue, with net income of US$115.15 million and a US$15 million non-cash impairment of energy systems, while also pricing a US$267 million securitization of residential solar assets. Despite lowering full-year cash generation guidance, Sunrun combined a strong earnings surprise, record storage attachment rates, and improved financing access to highlight progress in its solar-plus-storage...

ASML Holding (ENXTAM:ASML) faces a new challenger as chipmaking startup Source Foundry secures substantial funding to develop lithography equipment for advanced semiconductors. The well financed entrant is targeting bottlenecks in AI chip production, directly addressing a core area of ASML's current business focus. Investors are weighing how fresh capital and technical ambitions at Source Foundry could influence competition in high end lithography tools over the longer term. For a fuller...