News

BMO raised its target after stronger results but retained a neutral rating and a valuation below Airbnb's current share price.

CoreWeave reports second-quarter results Aug. 11.

The rally added about $562 billion to its market value.

Netflix nearly doubled ad commitments at its 2026 Upfront.

A weekend debate on social media about optics replacing memory as the hottest AI trade sent optical stocks surging at Monday's open, then something unexpected happened within the first ten minutes of trading.

JPMorgan highlighted Microsoft's cloud growth and backlog while raising its S&P 500 earnings and year-end forecasts.

Tesla formally confirmed Starlink direct integration into the Cybercab—its purpose-built robotaxi—in late July.

AST SpaceMobile is scheduled to report its Q2 earnings today after market close. Wall Street remains bullish on ASTS shares heading into the quarterly print.

Foundayo secured its first European authorization, extending Lilly's obesity portfolio beyond injectable medicines

SoundHound's revenue hit a record high last quarter, and the company boosted its guidance.

J.B. Hunt Transport Services celebrated its 65th anniversary by ringing the Nasdaq opening bell in New York City on Monday. The post J.B. Hunt celebrates 65 years ringing Nasdaq opening bell appeared first on FreightWaves.

Meta introduced an open-weight model and a community fund intended to reduce resistance surrounding its enormous data-center expansion.

Datadog (NASDAQ:DDOG) just posted one of its strongest quarters in years on July 22, and the stock fell 19% anyway. Earlier on July 16, the company also launched its platform on the AWS Europe (London) Region, giving UK customers a local option for storing observability and security data. That expansion lands at an odd moment. […]

Exxon's record Permian production gives it substantial exposure to rising crude prices while international disruptions constrain competing supply.

Palantir CEO Sounds Alarm on AI Spending: Are Businesses Paying Too Much?

Warner Bros. Discovery Inc. executives on Thursday said the streaming bundle with The Walt Disney Co. is generating measurable benefits, helping reduce customer cancellations. Disney Bundle Is Driving Better Streaming Metrics During Warner Bros. Discovery’s second-quarter earnings call, an analyst...

AI cloud provider CoreWeave reported its Q2 earnings after the bell on Tuesday, narrowing its losses per share and meeting expectations on revenue for the quarter.

CoreWeave will report its second quarter earnings after the bell Tuesday.

The Meta CEO revealed this as he announced the company's AI products will be free for billions of people.

Apple may have to choose between price and volume

Russ Savage is vying for the CEO job at Celsius Holdings post its Q2 earnings release.

The capacity already under contract arrived ahead of schedule, while the far larger pipeline behind it now waits on a Texas approval process with no date attached.

Nvidia Bets Billions on AI Power: Chip Giant Eyes $3 Billion Lancium Deal

Should you invest in the diversified leader or the higher-growth "clean mining" company?

Wall Street has officially moved to underwrite artificial intelligence infrastructure as a sovereign-grade asset class. A consortium comprising Apollo Global, Blackstone, BlackRock Global Infrastructure Partners, Brookfield Asset Management, Goldman Sachs, and KKR is reportedly assembling a $500 billion funding package in partnership with Nvidia. This massive capital mobilization, intended to cover the full stack of […]

Cash flow could become next pressure point for megacaps

Fastly shares are staging one of their biggest single-day rallies of the year, and the reasons behind the surge reveal a shifting dynamic across the entire AI-cloud sector that investors may not have seen coming.

Short sellers and index funds moved Figma's stock in July. The company barely participated in the process.

Cameco stock has delivered a very large 5 year return, yet the current checks suggest investors are now paying a premium. Both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples point in the same direction, which raises questions about how much optimism is already in the price. Cameco has returned roughly 7x over the past 5 years, which puts the recent valuation signals under closer scrutiny. Recent upgrades tied to a stronger uranium demand story and the planned...

Rivian’s latest earnings and capital decisions Rivian Automotive (RIVN) drew fresh investor attention after its 30 July 2026 earnings update, which combined higher sales, reduced net losses, and a decision to defer major capital spending to preserve near term flexibility. See our latest analysis for Rivian Automotive. Rivian Automotive’s recent results and raised delivery guidance have arrived alongside a mixed share price pattern, with a 90 day share price return of 14.7% but a year to date...