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

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

Joby Aviation is advancing electric air taxi development with higher revenue, improved year-on-year losses and a strong cash position.

Southern Copper, Freeport, Lundin, Energy and Ero have been highlighted in this Industry Outlook article.

Visa, Mastercard, PayPal, Fidelity and WEX have been highlighted in this Industry Outlook article.

Commodities and real estate peformed well in July.

Chip stocks fell in Asia and the U.S. as investors once again grew nervous about the durability of artificial-intelligence spending, while oil held steady in early European trade.

Retail traders appear to be dialing back optimism. On Stocktwits, sentiment is now ‘neutral’ on SPY and QQQ.

Western Digital Corp. (NASDAQ:WDC) said artificial intelligence (AI) customers are already negotiating long-term storage agreements extending over the next five years, giving the company greater visibility into future demand as hyperscalers continue building AI infrastructure. Customers Seek Storage Agreements Through 2031 During the company’s fourth-quarter earnings call, CEO Irving Tan said Western Digital is in discussions with customers to extend long-term agreements beyond the current cycle

BlackRock, Ameriprise, and Invesco have been highlighted in this Industry Outlook article.

Broadcom, Coca-Cola and Palantir are in focus as Zacks highlights AI growth, resilient execution and key risks shaping each company's outlook.

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.

The S&P 500 snapped a four-session winning streak on Wednesday as investors locked in profits from technology stocks, even as the Dow Jones Industrial Average climbed to another record high. Despite the pullback, Polymarket traders continue to expect the benchmark...

A modest silver lining for headline inflation is overshadowed by one of the central bank's favorite inflationary measures.

(Bloomberg) -- Nigeria agreed a gas deal that moves it closer to reviving a giant steel plant that hasn’t produced any metal since being built half a century ago.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMajor Hedge Funds Targeted in Wave of Attempted CyberattacksMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOThe agreement with

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

Alphabet said DeepMind CEO Demis Hassabis will step down from his role and become chief scientist of Alphabet and chair of DeepMind.

PLTR surged 29% over the past week, while NVDA climbed 15% and CAT gained 11%, outperforming the broader market.

Arista Networks (NYSE: ANET) reported record Q2 revenue, reaching its first ever US$3b quarter, supported by rising AI infrastructure demand. The company raised its guidance alongside the results, pointing to continued traction across its networking portfolio. Arista launched new 1.6 Tbps AI fabric platforms aimed at high performance data center workloads. The company was recognized as a Leader in Gartner’s 2026 Magic Quadrant for Enterprise Wired and Wireless LAN, marking progress beyond...

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...

The Morning Bull - US Market Morning Update Thursday, Aug, 6 2026 US market stock futures are pointing higher this morning, with E mini S&P 500 contracts up about 0.2% and Dow futures also in positive territory. The backdrop is softer inflation expectations, as UK gilt yields slip below 4.9% and US 10 year Treasury yields hover near 4.6%. This signals that borrowing costs may not rise as sharply as feared. At the same time, a series of purchasing manager indexes across Europe and Japan show...

Lockheed Martin is back in focus as analysts lift price targets into the US$590 to US$700 range following the latest Q2 update and refreshed models. Recent Street commentary links these higher targets to views on improving execution, a raised 2026 outlook and mixed but constructive signals around contract momentum and sector headwinds. Read on to see how these shifting targets fit into the broader Lockheed Martin story and how you can track the narrative as it evolves. Stay updated as the...

SSR Mining (TSX:SSRM) has just packed several developments into a single update. You have fresh operating results, a reinstated quarterly dividend, new 2026 production guidance, a larger credit facility and a completed share buyback. See our latest analysis for SSR Mining. The fresh guidance, dividend reinstatement, larger credit facility and buyback completion have arrived alongside a sharp shift in sentiment. The 1-day share price return of 8.41% and 7-day share price return of 15.44%...

📣 "Market leverage is pretty high.... When you have that, you do have a higher chance that something will disrupt the market in a quick way and people get rattled over it." —JPMorgan Chase CEO Jamie ...

Today Economic data: Weekly jobless claims, preliminary productivity and costs report for the second quarter, EIA weekly natural gas storage report, Challenger job-cuts report Earnings (a.m.): ConocoPhillips, Warner Bros Discovery, Kenvue, Fox Corp, Hertz, Keurig Dr Pepper, Datadog, Ralph Lauren Earnings (p.

Dutch Bros (NYSE:BROS) reported second-quarter 2026 revenue growth of 32% and raised its full-year outlook, citing transaction gains, food-program adoption, menu innovation and continued new-shop productivity. Total revenue for the quarter ended June 30 reached $551 million, while adjusted EBITDA i

A10 Networks (NYSE:ATEN) reported second-quarter revenue growth of 15.5% as demand for its application networking and security offerings benefited from AI-related traffic, latency and security requirements. The company raised its full-year revenue and earnings outlook, citing results through the fir

SanDisk Corp. (NASDAQ:SNDK) said artificial intelligence is fundamentally changing how it works with customers, with CEO David Goeckeler describing a shift from short-term pricing negotiations to long-term strategic partnerships as demand for AI infrastructure accelerates. From Quarterly Price Talks To Long-Term Strategy During the chipmaker’s fourth-quarter earnings call, Goeckeler said discussions with customers have moved beyond procurement teams and now involve the CEOs and CFOs of some of t

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

NHTC, HCWC, and NAII sell into the growing nutrition and wellness space.