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Microsoft spends billions building its own AI models every year. Internally, though, the company just told its own developers to reach for someone else's technology first. The instruction came from deep inside Microsoft's engineering organization, and it says as much about the economics of AI ...

As part of the collaboration, MediaTek has qualified Infineon's 512Mb quad SPI (QSPI) NOR Flash, an automotive-grade NOR Flash memory product, for deployment in its Dimensity Auto Cockpit platform C-X1.

A New Mexico court ordered Meta to pay $567 million and implement sweeping new protections for teens using Facebook and Instagram.

A simple adjustment can lead to fantastic returns.

AI infrastructure orders could more than quadruple in fiscal 2026. So why is revenue guided to grow just 11%?

Investors stood their ground ahead of a hotly anticipated jobs report and potential progress in Middle East talks.

The deal will see AMD integrate Taalas’ technology into its accelerator roadmap and develop system-level solutions with Instinct GPUs.

US stock futures traded close to unchanged on Friday as investors awaited the latest employment data, a key release that could influence the Federal Reserve’s next interest rate decision. Markets were also monitoring renewed geopolitical tensions in the Middle East following a fresh Houthi attack on Saudi Arabia, while reports suggested Iran and Oman are nearing an agreement over shipping through the Strait of Hormuz.

By Aditya Kalra NEW DELHI, Aug 7 (Reuters) - India's food safety regulator will not agree to demands by global beverage companies to extend to one year its 90-day deadline to drop "energy drink"

Investors were in wait-and-see mode early Friday ahead of a July jobs report that will help determine whether the Federal Reserve’s next move is to hike, hold, or even cut interest rates. Nasdaq 100 futures rose 0.4%. Dow Jones Industrial Average futures slid 60 points, or 0.1%.

Investors focus on MP Materials’ stronger rare earth output, defense partnerships and U.S. efforts to strengthen critical mineral supply chains.

The bond market is telling quite a tale for those willing to listen.

Online platform company Coupang (NYSE:CPNG) missed Wall Street’s revenue expectations in Q2 CY2026 as sales rose 3.9% year on year to $8.86 billion. Its non-GAAP loss of $0.09 per share was 69.1% above analysts’ consensus estimates.

(Bloomberg) -- Investor bullishness has become so extreme that it’s time to start reducing exposure to risky assets, according to Bank of America Corp. strategists. 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 VaccinesIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltThe bank’s

In early August 2026, Airbnb, Inc. reported past second-quarter 2026 results showing sales of US$3,608 million and net income of US$816 million, with both basic and diluted earnings per share from continuing operations rising compared with a year earlier. The earnings highlight how Airbnb’s scalable global platform continues to convert higher bookings and growing boutique and independent hotel supply into improved profitability despite ongoing regulatory and market risks. Next, we’ll examine...

Zuckerberg's fortune swung by tens of billions, but the real story is what Meta's AI spending means for every investor holding the stock.

Sterling Infrastructure is under fresh scrutiny as analysts trim fair value estimates to US$918.67 from US$941.17. The shift reflects recent research that balances enthusiasm for data center and infrastructure growth with new questions around margins and near term bookings. As you read on, you will see what is driving these updates and how to keep track of the evolving Sterling Infrastructure story. Analyst Price Targets don't always capture the full story. Head over to our Company Report to...

Unusual Machines (UMAC) reported its second quarter 2026 results on August 6, with sales of US$16.72 million and a net loss of US$7.78 million, bringing first half net income to US$2.5 million. See our latest analysis for Unusual Machines. The earnings release comes after a strong run for Unusual Machines, with a 90 day share price return of 80.55% and a 1 year total shareholder return of 152.66%. However, the share price slipped 5.83% on the day of the results as investors reassessed near...

ImmunityBio stock has delivered a very strong 321.9% return over the past three years, yet current valuation checks and recent price weakness raise questions about how much of the recent progress is already reflected in the share price. Over the last three years, ImmunityBio has returned 321.9%, which puts recent short term pullbacks into the context of a very strong multi year run. Approval for ANKTIVA in the UAE and growing commercial traction can support higher revenue expectations, while...

The Morning Bull - US Market Morning Update Friday, Aug, 7 2026 US stock futures are slightly higher this morning, with E mini S&P 500 contracts up about 0.2%, as investors weigh strong services activity against softer hiring and shifting interest rate expectations. The composite PMI for July sits at 54.5, which is a broad scorecard showing private sector growth at a nine month high. However, input costs are at a 14 month high, so the cost of doing business is still rising. At the same time,...

TransDigm Group (NYSE: TDG) announced the acquisition of alloy materials supplier Prince & Izant, expanding its aerospace and defense product portfolio. The company also appointed Irina Krasik to its Board of Directors, adding experience in mergers, acquisitions, and investment strategy. These moves highlight TransDigm Group's continued use of M&A and board expertise to shape its product mix and capital allocation priorities. This company is far from the only one tied to this theme of...

Meta Platforms (META) has been ordered by a New Mexico judge to pay $567 million into an abatement f

The company will take a 49% stake in Zankore, targeting AI-driven data centre growth across Southeast Asia.

<body><p>STORY: :: Stephen Nellis, Technology Correspondent</p><p>So why might Alibaba, the Chinese tech giant that's taken the world by storm, by offering a free download of its cutting edge AI, want to start charging money just like its rivals in the United States?&nbsp;</p><p>:: San Francisco, California / August 6, 2026</p><p>Like all major AI companies, Alibaba spends a ton of money training and developing its AI models. So like all companies, Alibaba wants to recoup some of that cost. Now they've always charged money if you want to buy it directly from Ali Cloud, but if you wanted to run it in your own data center, you could do that without necessarily paying Alibaba. That might change as soon as next week.&nbsp;</p><p>The U.S. labs are largely what's called closed source. That means you can only really access their models by going directly to them and paying them to get it from their data centers. Now, companies like Alibaba offer it on that basis too, but you can also download the model and run it in your own data center without necessarily having to pay them. That is changing. A few weeks ago, Moonshot, the creator of the Kimi K3 model, put out a model that you can run in your own data center. But if you make more than $20 million a year, you need to work at a commercial agreement with them that we understand from our sources involves sharing quite a bit of your revenue. We understand from those same sources that Alibaba is poised to do the same thing as soon as next week.&nbsp;</p><p>One of the questions this raises is whether this new strategy from the Chinese AI companies is trouble for U.S. companies like OpenAI. In the short term, probably so. These Chinese companies have been able to offer extremely competitive technology in terms of what the models can do at a much lower price, sometimes at about a third of the price of US models. However, these models are still very expensive to operate. So over the long term, most of the sources in the AI community think that these prices will start to come closer together and it'll be a much more vigorous competition between the two countries and the labs in each.&nbsp;</p></body>

Applied Optoelectronics beat Q2 expectations, triggering a rise in its shares and those of peers.

Walt Disney Company stock has underperformed the broader market over the past year, but analysts remain highly bullish about its prospects.

Elon Musk says his Terafab chip factory will become Earth's most valuable building, spanning 9 million square meters.

CoreWeave is the leading neocloud provider, while IREN is an emerging player in the space.

Honeywell International stock has delivered a sharp decline of about 38.5% year to date, even though it still shows a gain over the past year, which leaves investors weighing whether the recent weakness lines up with what the valuation checks are saying. The share price is down roughly 38.5% year to date, which suggests sentiment has cooled sharply despite a 15.0% return over the past year. Recent moves to focus on pure-play automation and the separation of the aerospace business can support...

D-Wave Quantum stock has delivered a very large 3 year return, but its valuation checks lean expensive, which raises questions about how much of the recent quantum computing progress and commercial traction is already reflected in the price. Over the past 3 years, D-Wave Quantum has returned roughly 12x, which sets a high bar for any further upside from here. Recent research on a high fidelity two qubit gate and expanded enterprise work with AT&T and Nasdaq Verafin can support high growth...