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

Moby summary of World Acceptance Corporation's Q1 2027 earnings call

After years of decline, the stock rallied by almost 50% in the first half of 2026.

Inflation and geopolitics are becoming bigger considerations for these tech-centric investments.

Nvidia, Microsoft and other tech heavyweights made a public case to lawmakers on Friday in favor of open-source ‌AI models, wading into a debate roiling the business and policy worlds over ‌who controls the powerful technology. In a letter posted on X and also signed by two dozen companies and groups ​including Meta Platforms and IBM, Nvidia CEO Jensen Huang said that lawmakers should avoid "premature restrictions on open models that stifle competition or drive innovation overseas." The letter adds to the growing debate about open-source models that are harder to regulate, such as Nvidia's own and those released ‌in recent weeks by Chinese ⁠labs, and the closed-source models controlled by specific companies such as OpenAI and Anthropic.

It makes sense for tech companies to work together in the age of AI, no?

Badger Meter's second-quarter earnings cleared a low bar, but the market still wasn't overly enthused.

Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly surging. Whether today's rally marks a genuine turning point or a fleeting squeeze depends on details buried inside fresh earnings reports and a blockbuster government deal.

There's increasing chatter that the U.S. will nationalize key AI companies.

The Fed has a dual mandate, but it seems pretty clear that it's only focused on inflation right now.

NextEra Energy reported another strong quarter.

Intel stock (INTC), which initially surged following its second quarter earnings yesterday, is trying to hold onto some of its gains Friday morning. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick to discuss Intel's earnings release, outlook, and performance of its various business segments.

American Express (NYSE:AXP) stock is sliding Friday morning, trading at $320.55 and down 6% after the card issuer reported a Q2 2026 beat that traders opted to fade. The reaction hit within an hour of the 8:30 a.m. ET 8-K Form, pulling American Express stock down from a prior close of $340.84. The drop extends ... American Express Sinks 6% After Q2 Earnings Beat as Visa, Mastercard Hold Steady

Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.

Investing.com -- The recent pullback in semiconductor stocks, driven by surging oil prices, rising bond yields and concerns over AI spending, represents a buying opportunity for the sector, Citi analysts say.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Intel's shares rose 6% in premarket trading on Friday after bullish forecasts signaled the AI boom was propelling ‌the chipmaker's long-awaited turnaround. The company forecast third-quarter revenue above Wall ‌Street expectations and raised this year's capital expenditure estimate to $20 billion from $18 billion. Intel's improving outlook ​reflects growing adoption of its data center central processing units (CPUs) by customers building infrastructure for artificial intelligence, as CEO Lip-Bu Tan works to position the company as a broader beneficiary of AI-driven semiconductor demand despite Nvidia's lead ‌in accelerator chips.

These companies are nearing trillion-dollar valuations. However, only one is actually living up to the hype at the moment.

Founder Elon Musk wants to establish a permanent human colony on the moon.

Wall Street still rates the iPhone maker a buy. Its own numbers say the stock has already arrived.

Xi confidant leads fevered effort for domestic alternatives to win AI race. Chinese AI companies get warned that anyone who resisted using local chips was a traitor.

AMDsigned a multibillion-dollar chip and investment deal with Anthropic on Wednesday, July 22, its second major AI infrastructure agreement in three days. Two days earlier, AMD’s Azure deal with Microsoft sent shares up as much as 5%. This time, AMD shares fell 2.5% in premarket trading, according ...

Tesla shares sank heavily after reporting quarterly earnings.

Investing.com -- Amkor Technology Inc (NASDAQ:AMKR) shares jumped 16.6% in after-hours trading Thursday following the announcement of a multi-year strategic partnership with NVIDIA Corporation (NASDAQ:NVDA) valued at $1.5 billion to develop advanced semiconductor packaging and test technologies for AI and accelerated computing platforms.

Amkor Technology said on Thursday it had entered a multi-year agreement ‌with Nvidia worth $1.5 billion to expand ‌advanced semiconductor packaging and test capacity in the U.S., as ​the chip industry races to build out AI infrastructure. • ⁠Under the agreement, Nvidia will make a prepayment to support the expansion ⁠of Amkor's U.S. advanced packaging operations, including capacity in Arizona. • The companies will jointly develop ​packaging and ​testing technologies for Nvidia's ​AI and accelerated-computing ‌platforms, focusing on combining different types of chips in a single package.

Moby summary of Pacific Gas & Electric Co.'s Q2 2026 earnings call

Moby summary of Union Pacific Corporation's Q2 2026 earnings call

Moby summary of Cleveland-Cliffs Inc.'s Q2 2026 earnings call

Moby summary of Tractor Supply Company's Q2 2026 earnings call

Moby summary of Teck Resources Limited's Q2 2026 earnings call