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Bloom Energy (BE) Expands Its Reach Into AI Manufacturing Power
Insider Monkey3d agoneutral
Bloom Energy (BE) Expands Its Reach Into AI Manufacturing Power

Bloom Energy (NYSE:BE) just added another name to its growing list of AI infrastructure customers. On August 6, the company announced an expanded partnership with MiTAC Computing Technology Corp., a subsidiary of MiTAC Holdings Corporation, to deploy a fuel cell microgrid at MiTAC’s AI server manufacturing campus in Fremont, California. It is a small deal […]

1 Stock Under $50 to Consider Right Now and 2 We Question
StockStory3d agoneutral
1 Stock Under $50 to Consider Right Now and 2 We Question

The $10-50 price range often includes mid-sized businesses with proven track records and plenty of growth runway ahead. They also usually carry less risk than penny stocks, though they’re not immune to volatility as many lack the scale advantages of their larger peers.

Western Digital (WDC) Is Down 17.6% After AI-Fueled Earnings Surge And Dividend Boost - Has The Bull Case Changed?
Simply Wall St.3d agobullish
Western Digital (WDC) Is Down 17.6% After AI-Fueled Earnings Surge And Dividend Boost - Has The Bull Case Changed?

Western Digital reported fourth-quarter 2026 sales of US$3,747 million and net income of US$3,195 million, with full-year sales reaching US$12.92 billion and net income US$9.42 billion, alongside a US$0.15 per-share cash dividend declared for payment in September 2026. Management highlighted that AI customers are already negotiating multi-year storage agreements, suggesting Western Digital is securing longer-term visibility into demand as data-intensive AI workloads expand. We’ll now examine...

Arista’s (ANET) Record Quarter Reignites The AI Networking Debate
Insider Monkey3d agoneutral
Arista’s (ANET) Record Quarter Reignites The AI Networking Debate

Arista Networks (NYSE:ANET) posted its first $3 billion-plus quarter on August 4, and the market noticed immediately. Shares spiked as much as 12.8% the next day on August 5 before settling to a 4.7% gain by midday. Revenue reached $3.036 billion, up 37.7% from a year earlier and 12.1% above the first quarter, while non-GAAP […]

What Advanced Micro Devices (AMD)'s New Instinct Coder AI Stack and Data Center Push Means For Shareholders
Simply Wall St.3d agoneutral
What Advanced Micro Devices (AMD)'s New Instinct Coder AI Stack and Data Center Push Means For Shareholders

In early August 2026, Advanced Micro Devices reported second-quarter 2026 results showing higher sales and net income versus a year earlier, while also issuing revenue guidance for the third quarter and unveiling AMD Instinct Coder, a turnkey enterprise AI inference solution built with Spectro Cloud and Supermicro on Instinct MI325X GPUs. Together with its planned acquisition of AI inference startup Taalas and large-scale data center capacity partnership with Core Scientific, AMD is...

Chevron (CVX) Lands 20 Year AI Data Center Power Deal
Simply Wall St.3d agoneutral
Chevron (CVX) Lands 20 Year AI Data Center Power Deal

Chevron (NYSE:CVX) has agreed a 20 year Project Kilby partnership with Microsoft to supply natural gas fired power for AI data centers. The deal positions Chevron as a long term energy provider to AI hyperscalers, combining gas supply, carbon capture and renewable integration. Project Kilby reflects a shift in how energy is monetized as data center power demand grows with wider AI adoption. For investors watching how AI is reshaping demand for power, connectivity and hardware, this Chevron...

Red Cat Holdings (RCAT) Stock Is Jumping Today: What’s Moving Drone Stocks?
24/7 Wall St.3d agobullish
Red Cat Holdings (RCAT) Stock Is Jumping Today: What’s Moving Drone Stocks?

Shares of Red Cat Holdings (NASDAQ:RCAT) are extending a sharp post-earnings rebound, rising 6.84% in Monday trading to $9.84. That builds on a 22.31% gain over the past week, a run that started from a $7.53 base on July 31. The question worth asking: is the entire drone group moving, or is this RCAT alone? ... Red Cat Holdings (RCAT) Stock Is Jumping Today: What’s Moving Drone Stocks?

1 High-Flying Stock with Promising Prospects and 2 We Ignore
StockStory3d agoneutral
1 High-Flying Stock with Promising Prospects and 2 We Ignore

Expensive stocks often command premium valuations because the market thinks their business models are exceptional. However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.

One quiet Apple update could matter more than it looks
TheStreet3d agoneutral
One quiet Apple update could matter more than it looks

For much of the last two years, Apple (AAPL) has been attempting to convince investors that artificial intelligence will be the next big motivation for people to update their gadgets. But one of its most recent efforts in AI is not aimed against Silicon Valley or even the U.S. It’s happening in ...