Elon Musk says his Terafab chip factory will become Earth's most valuable building, spanning 9 million square meters.
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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...
NANO Nuclear Energy (NasdaqCM:NNE) has been selected by AFWERX for a Department of the Air Force Small Business Innovation Research Phase I contract. The contract supports development of the company’s KRONOS MMR™ Energy System for potential national defense applications. The AFWERX award marks a key milestone for NANO Nuclear Energy, with the project focused on microreactor based energy solutions for the Air Force. For broader context around this news, consider reviewing other nuclear...
Price targets for News Corp. have been revised in both directions, with the updated model lifting fair value from US$35.18 to US$36.68, roughly a 4.3% change. Analysts are split, with some raising targets on stronger conviction in the story and others trimming expectations, which reflects a more debated view of risk and reward at current levels. As you read on, you will see how this evolving narrative could shape the way you track News Corp. from here. Analyst Price Targets don't always...
Energy Transfer LP recently reported its second-quarter 2026 results, with sales rising to US$34.33 billion and net income to US$2.09 billion, alongside higher earnings per unit. The partnership also increased its quarterly cash distribution to US$0.34 per common unit for the quarter ended June 30, 2026, highlighting a focus on returning more cash to unitholders as volumes and profitability improved. Next, we’ll examine how these strong earnings and the raised full-year outlook may influence...
Archer Aviation stock is trying to rebuild investor confidence after a multi year share price decline, yet its current valuation checks and recent news on its electric aircraft and AI safety tools point to a more mixed picture than a simple bargain call. Over the past 5 years, Archer Aviation has delivered a decline of about 47%, which keeps expectations in check even as interest in electric air taxis and aviation AI grows. Progress on the Midnight aircraft’s piloted city to city flights and...
PENN Entertainment (NASDAQ:PENN) reported record second-quarter retail revenue and raised its full-year outlook for the segment, while management said its interactive business continued to narrow losses through lower marketing spending, cost efficiencies and growth in online casino operations. Chie
Palladyne AI (NASDAQ:PDYN) reported second-quarter revenue of $5.8 million, a company record that rose 63% sequentially and 470% from a year earlier, as it cited growth across its precision manufacturing, avionics, engineering services and AI development activities. The company reaffirmed its 2026
Ouster (NASDAQ:OUST) reported second-quarter revenue of $55 million, up approximately 56% from a year earlier, as demand from industrial and smart-infrastructure customers helped the lidar and perception technology company ship a record number of sensors. Chief Executive Officer Angus Pacala said t
Jane Street is reportedly seeking to refinance roughly $11 billion of debt through a private credit deal involving investors including PIMCO, which could support further investment in artificial intelligence (AI) infrastructure. Private Credit Deal Could Fuel AI Expansion The trading...
(Bloomberg) -- Bond investors are bracing for labor market data Friday, which could cool growing expectations the Federal Reserve raises interest rates at its next meeting in September. 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 Di
Quantinuum and Infleqtion report earnings next week, giving investors their first major look at two of the newest public quantum-computing companies. Here’s what their charts suggest comes next.
Retail sentiment toward both stocks improved to ‘bullish,’ but RKLB leads in watcher growth and share-price performance.
Investors should always break down Rivian's gross profit into two segments, and its automotive segment has much upside in the near term as the EV maker adds a second R2 production shift and improves scale.
In the past week, ImmunityBio, Inc. received marketing authorization in the United Arab Emirates for ANKTIVA across BCG-unresponsive non-muscle invasive bladder cancer and metastatic non-small cell lung cancer, while reporting second-quarter 2026 revenue of US$51.24 million and a net loss of US$230.38 million. The UAE decision gives ANKTIVA its broadest approval yet across the full spectrum of BCG-unresponsive bladder cancer and checkpoint-refractory lung cancer, extending ImmunityBio’s...
ConocoPhillips (NYSE:COP) announced that Andy O'Brien will succeed Ryan Lance as president and CEO effective September 1, 2026. The planned succession marks a scheduled leadership transition at the top of the oil and gas company. Ryan Lance is expected to remain in his current role until the handover to support an orderly change in leadership. The announcement highlights a future shift in executive leadership that investors may monitor for possible changes in corporate...
Satellogic Inc. has reported past second-quarter 2026 results showing revenue of US$15.92 million versus US$4.44 million a year earlier, alongside a wider net loss of US$20.05 million compared with US$6.65 million. For the first half of 2026, revenue rose to US$22.03 million from US$7.83 million, but the net loss expanded to US$138.35 million, underscoring the tension between rapid top-line growth and the cost of scaling its Earth observation platform. We’ll now examine how this sharp...
Dominion Energy (NYSE:D) is asking AI data center developers to provide bank letters of credit to secure large power commitments. The utility is using financial guarantees to screen speculative projects tied to rapid AI related power demand. The shift is intended to limit potential financial risk for Dominion Energy and its customer base as grid investment needs grow. Rising power needs from AI data centers are reshaping grid investment plans, so it can be useful to look at other companies...
Carl Icahn launches activist campaign targeting eBay (NasdaqGS: EBAY), urging a spin off of PayPal and major board changes. Icahn alleges conflicts of interest on eBay's board and questions past related party transactions. The activist letter calls for a separation of PayPal from eBay and a broad governance overhaul to reshape oversight. For readers interested in more ideas around ownership, control and long term alignment, explore 20 top founder-led companies NasdaqGS:EBAY 1-Year Stock...
Ocugen (NASDAQ:OCGN) said its second quarter marked progress across its late-stage ophthalmology pipeline, including FDA clearance to begin a Phase III study of OCU410 in geographic atrophy and an RMAT designation for the program. Chairman, Chief Executive Officer and Co-Founder Shankar Musunuri sa
Novavax (NASDAQ:NVAX) reported second-quarter 2026 revenue of $57 million and a net loss of $53 million, while highlighting progress in its Sanofi partnership, expanding use of its Matrix-M adjuvant platform and continued cost reductions. Revenue declined from $239 million a year earlier, primarily
Insight Enterprises (NASDAQ:NSIT) reported second-quarter results that exceeded its expectations, with broad-based growth in hardware, cloud and services helping drive operating leverage. The company raised its full-year outlook for gross profit growth and adjusted diluted earnings per share while o
Anyone who has bought a fast new laptop only to watch it freeze while a file loads knows the frustration. The processor is not the problem. It is waiting on memory that cannot feed it fast enough, and that same bottleneck now sits between AI companies and faster models. Samsung Electronics says it ...
Cloud companies’ capex would run at roughly 3% of the U.S. GDP every year from 2027 to 2029, up from 0.3% of GDP in 2019 and 1.4% in 2025, according to a top economist.
Snap stock popped after it reported earnings, but soon crackled as the gains disappeared. Shares of Snap initially jumped 15% on Tuesday following its earnings release, as investors cheered stronger-than-expected revenue and earnings. All the growth is coming from the rest of the world, but those users aren’t very valuable, with average revenue per user (ARPU) of just $1, versus $10.26 in North America.
Luxury residential real estate—powered by the ever-rising stock market—is booming across the country, particularly in hot zones like Los Angeles, New York, and especially South Florida.
What IPG Photonics’ Latest Earnings Mean For Investors IPG Photonics (IPGP) reported second quarter 2026 earnings on 4 August, with higher sales but lower net income and earnings per share. The company also issued third quarter revenue guidance of US$265 million to US$295 million. See our latest analysis for IPG Photonics. Since the start of 2026, IPG Photonics has delivered a 15.85% year to date share price return, although recent momentum has faded, with the share price down 10.25% over 30...