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Applied Optoelectronics (AAOI) Stands To Gain From Proposed US Ban On Chinese Transceivers
Simply Wall St.4d agoneutral
Applied Optoelectronics (AAOI) Stands To Gain From Proposed US Ban On Chinese Transceivers

Applied Optoelectronics (NasdaqGM: AAOI) is in focus after reports that the US administration plans to ban imports of Chinese-made data center components, including optical transceivers. The proposed restrictions would target Chinese suppliers of AI hardware used in US data centers and would affect optical modules that link high performance servers. Market attention is turning to US based optical transceiver vendors that produce 800G AI modules as data center operators review sourcing...

The Bull Case For Trade Desk (TTD) Could Change Following Q3 Guidance Cut And Execution Missteps – Learn Why
Simply Wall St.4d agobearish
The Bull Case For Trade Desk (TTD) Could Change Following Q3 Guidance Cut And Execution Missteps – Learn Why

The Trade Desk, Inc. has already reported its second-quarter 2026 results, with sales rising to US$715.06 million while net income and earnings per share declined year on year, alongside a completed share repurchase program totaling 48,644,000 shares for US$2.49 billions since 2023. The earnings miss versus analyst expectations and weaker third-quarter revenue guidance, attributed by management to macro pressures and execution issues, have prompted several broker downgrades and raised fresh...

Palantir Surges 10%, UiPath Rises 7%, C3.ai Gains 5% as Agentic AI Stocks Rally Together
24/7 Wall St.4d agobullish
Palantir Surges 10%, UiPath Rises 7%, C3.ai Gains 5% as Agentic AI Stocks Rally Together

Agentic AI software names are moving together this Friday afternoon, and the leaderboard looks like a mirror image of Monday’s session. Palantir (NASDAQ:PLTR) stock is surging 10% to $170.76 midday, while UiPath (NYSE:PATH) shares are climbing 7% to $14.93 and C3.ai (NYSE:AI) shares are rallying 5% to $10.43. The iShares Expanded Tech-Software Sector ETF (CBOE:IGV) ... Palantir Surges 10%, UiPath Rises 7%, C3.ai Gains 5% as Agentic AI Stocks Rally Together

Can Dominion Energy (D) Stay Reasonable as AI Power Demand Grows?
Simply Wall St.4d agoneutral
Can Dominion Energy (D) Stay Reasonable as AI Power Demand Grows?

Dominion Energy stock has delivered a 54.8% gain over the past three years, yet current valuation checks and recent share price softness suggest it may now be trading close to what the market views as a fair range rather than as an obvious bargain. Over the past 3 years, Dominion Energy has returned 54.8%, which puts recent short term share price weakness into the context of a longer stretch of positive performance. Rising power needs from AI data centers can support long term demand for...

What Does Meta (META) Have To Change After The $942 Million Teen Safety Ruling?
Simply Wall St.4d agoneutral
What Does Meta (META) Have To Change After The $942 Million Teen Safety Ruling?

Meta Platforms (NasdaqGS:META) has been ordered by a New Mexico state court to pay a US$942 million penalty tied to teen safety on its platforms. The ruling requires Meta to introduce stricter protections and usage limits for teenagers, directly affecting its core social media operations. The court compared Meta's impact on youth to public pollution, framing the decision as a major test case for online child safety rules. This decision adds to growing legal and regulatory pressure around...

Alphabet (GOOGL) Lines Up $25 Billion Bond Offering For AI Expansion
Simply Wall St.4d agoneutral
Alphabet (GOOGL) Lines Up $25 Billion Bond Offering For AI Expansion

Alphabet (NasdaqGS: GOOGL) announces a US$25b bond offering to fund AI expansion following its first recorded period of negative free cash flow. The debt deal marks a shift in Alphabet's capital structure as it leans on bond markets to support large scale AI infrastructure investment. The move comes while Google DeepMind faces executive turnover, leadership reshuffles and delays in certain AI model releases. Investors are weighing the larger balance sheet commitment to AI against execution...

Boeing (BA) Wins 737 Max 7 Approval As Valuation Debate Heats Up
Simply Wall St.4d agobullish
Boeing (BA) Wins 737 Max 7 Approval As Valuation Debate Heats Up

The Federal Aviation Administration has cleared Boeing (BA) to begin commercial service for its 737 Max 7, ending a prolonged certification process and allowing the company to start delivering completed jets in inventory. See our latest analysis for Boeing. Boeing shares have been choppy, with a 7 day share price return of 5.11% around the 737 Max 7 certification news, while the 1 year total shareholder return of 2.14% points to more muted longer term progress. If you are watching how...

Nvidia Earnings: Turn A $265 Profit Trading Around The AI Chipmaker's Report
Investor's Business Daily4d agoneutral
Nvidia Earnings: Turn A $265 Profit Trading Around The AI Chipmaker's Report

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.

Take-Two Interactive Software Q1 Earnings Call Highlights
MarketBeat4d agoneutral
Take-Two Interactive Software Q1 Earnings Call Highlights

Take-Two Interactive Software (NASDAQ:TTWO) reported first-quarter fiscal 2027 net bookings of approximately $1.39 billion, slightly above its guidance range of $1.32 billion to $1.37 billion, as NBA 2K and the Grand Theft Auto series outperformed expectations. Chairman and Chief Executive Officer

Trade Desk Q2 Earnings Call Highlights
MarketBeat4d agoneutral
Trade Desk Q2 Earnings Call Highlights

Trade Desk (NASDAQ:TTD) reported second-quarter revenue of $715 million, up 3% from a year earlier, as the advertising technology company cited pressure among certain large consumer packaged goods and automotive customers as well as execution shortcomings. Chief Executive Officer and co-founder Jef

TripAdvisor Q2 Earnings Call Highlights
MarketBeat4d agoneutral
TripAdvisor Q2 Earnings Call Highlights

TripAdvisor (NASDAQ:TRIP) reported second-quarter results in line with its expectations as growth in its experiences business was offset by persistent search-related pressure in legacy offerings and uneven travel demand. The company also said it expects to complete the sale of restaurant reservation

Bloomberg4d agoneutral
Pentagon Sets Funds, Dates for Secret Golden Dome Space Program

(Bloomberg) -- The Pentagon aims to conduct the first tests for its futuristic space-based missile defense program by yearend, with flight demonstrations of the unproven technology slated for 2027, people familiar with the matter said.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and Vaccine