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(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

Palantir just posted numbers that forced analysts to rethink what kind of company they are actually valuing, but the metric that defines the bull case also sets the exact threshold where the entire thesis falls apart.

Download the Complete Report Here The ONE Group Hospitality, Inc. (STKS) Positive Traffic and Margin Expansion Drive 2Q26 Improvement; Asset-Light Pivot Prioritizes Free Cash Flow and Deleveraging. Valuation Remains Attractive. Key Takeaways Consolidated comparable sales increased 0.9%, with positive transactions across all segments, supporting market-share gains despite planned closures reducing revenue 3.3% to $200.5 million. […] The post The ONE Group: A Restaurant Stock With Rising Traffic,

IRTC posts 20.1% revenue growth, margin expansion and a higher 2026 outlook while advancing innovation and its Vital Connect acquisition.

OPTU's 28% monthly drop highlights broadband pressure, but mobile growth, convergence and cost gains could offer a path to recovery

Uber's Q2 earnings beat and strong bookings outlook highlight growth, but a soft EPS view and weak stock performance temper the near-term picture.

Tech stocks still look like the place to be.

With investors already expecting a slowdown, a pair of catalysts could drive positive earnings surprises in the quarters ahead.

A group of financial firms, including Apollo ‌Global and Blackstone, is working with Nvidia ‌to put together a $500 billion funding package for AI infrastructure ​development, a person familiar with the matter told Reuters on Monday. Nvidia's shares fell over 3% in afternoon trading. The tie-up highlights Nvidia's efforts to raise capital ‌for the chips, ⁠power generation and data centers underpinning the AI boom.

PRAA's Q2 earnings beat estimates as stronger collections and portfolio income drive revenue growth despite higher expenses.

Michael Saylor's Strategy (Nasdaq: MSTR) slipped 0.46% to $99.20 at Monday's open after disclosing it sold another $108.6 million worth of Bitcoin. Strategy sold 1,690 Bitcoin (BTC) between Aug. 3 and Aug. 9 at an average price of $64,262, according to an Aug. 10 filing with the US Securities and ...

Wendy's held the No. 2 fast-food burger spot in America for years, but a shift in the rankings is shaking up the entire industry and putting the top chain on notice.

SpaceX stock recovered from a post-earnings selloff, trading around $135 on Monday. AST SpaceMobile was trading around $69 ahead of earnings.

Datadog's Q2 beat, raised 2026 outlook, strong cash flow and AI momentum support growth, though the stock trades at a premium valuation.

Former New York Gov. Andrew Cuomo predicted Congress will pass the CLARITY Act once lawmakers settle a fight over crypto ethics rules, even as Polymarket traders now give the bill just a 17% chance of becoming law this year. Speaking...

CELH's rapid sales growth is outpacing profits as Alani Nu gains scale, while core-brand weakness and margin pressure make patience the better call.

Micron, Super Micro, and Dell are sitting at the center of the AI infrastructure buildout, but whether each name has enough fuel left for another major run in 2027 depends on a very different set of catalysts and risks for each one.

Adobe has deliberately traded near-term recurring revenue for free users, and the option chain is charging for the uncertainty that leaves behind.

Oppenheimer & Co. Inc. analyst Timothy Horan joins Jared Blikre on Market Catalysts to discuss what's next for SpaceX (SPCX).

Nvidia reportedly agreed to invest up to $3 billion in Lancium, adding to a growing list of investments as some analysts argue the chip maker should spend more on buybacks.

Microsoft is planning to "significantly" increase production of its next-generation AI chips, the Information reported. Bloomberg's Anurag Rana joins Bloomberg Intelligence to discuss this as well as how Apple is considering an overhaul to its smartwatch lineup in light of the industry's transition to screen-free devices and other new form factors.

Varex Imaging soared 48% after Teledyne Technologies said it will buy the company for about $1.1 billion. Teledyne stock held above a buy point.

Two AI optics darlings that posted triple-digit gains this year are suddenly selling off hard, and the reason has less to do with bad news than with what investors are bracing for this week.

The Trade Desk (TTD) has reported the kind of profits that could shift how Wall Street values a growth stock permanently. The digital-advertising company’s shares plunged roughly 22% on Aug. 7, according to Barron's, falling to their lowest level since January 2019 and becoming the S&P 500’s ...

SpaceX stock just clawed back to its IPO price on blowout earnings, but a record short position and a trillion dollars in unlocking insider shares suggest the real story behind this rally is far messier than the headlines.

VFH holds a significantly greater number of companies and pays a higher dividend yield than XLF, yet both funds have delivered similar five-year returns.

The world’s largest financial groups are working with Nvidia to assemble a $500bn funding package for AI infrastructure development, in one of...

China is mad at Palo Alto Networks. Should you worry?

Advanced Energy Industries (AEIS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

ICF International's earnings growth, commercial expansion and below-history valuation offer support, but weak sales growth and federal risks temper the case.