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When you struggle to place a company, it's often because the company is inventing its own category, which is precisely the first of David's six traits of a Rule Breaker stock.
(Bloomberg) -- President Donald Trump’s latest move to shun foreign solar power equipment is part of his effort to rebuild US manufacturing clout. It may simultaneously exacerbate the fast-widening green technology split between the US and the rest of the world.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
D-Wave Quantum (NASDAQ:QBTS) reported second-quarter 2026 revenue of $3.1 million, essentially unchanged from the year-earlier period, as growth in quantum computing-as-a-service subscriptions and professional services offset a smaller contribution from systems revenue. The company said second-quar
Geospace Technologies (NASDAQ:GEOS) reported third-quarter fiscal 2026 revenue of $15.8 million and a net loss of $9.7 million, or $0.75 per diluted share, as challenging conditions across its operating segments weighed on sales volumes and margins. The company’s revenue for the quarter ended June
Broadcom may look like another AI chip stock, but its long-term custom-chip contracts give it a level of demand visibility that many rivals lack.
(Bloomberg) -- A luxury chain setting up shops across Manhattan is betting customers from Los Angeles to Chicago will be willing to pay $32 for an 8-ounce cup of coffee. 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 VaccinesWhy Do Data Centers Use So Much Fresh Water?London-based WatchHo
Elon Musk said SpaceX plans to build its AI infrastructure around Nvidia chips.
Tesla Inc. has started building Megapack 3 batteries at its new Brookshire, Texas, Megafactory, adding major production capacity as energy storage grows into a more profitable counterweight to the company’s electric-vehicle business. Brookshire Expands Tesla’s Global Storage Footprint "Megapack 3...
McDonald's has lost ground all year, and the bear case carries real teeth, but a combination of loyalty scale, a new U.S. president, and a beverage platform rolling out ahead of plan may tell a different story by December.
Unity Software's Vector AI growth is accelerating as Unity 7 integration, margin expansion and portfolio simplification sharpen its second-half outlook.
SoundHound lifts its 2026 revenue outlook as OASYS speeds up deal conversion, enterprise adoption broadens and margins improve despite continued investment.
D-Wave is expanding production annealing use while mapping a staged gate-model path to commercial relevance, as 2026 revenues skew heavily to Q4.
The threat of AI isn't panning out as expected.
A $1. 1 billion non-cash impairment charge weighed heavily on The E.
According to a report by The Information, AWS managers told engineers during a meeting in May to reduce compute usage wherever possible, including on CPU-powered servers.
NVT raises its 2026 outlook as AI data center demand accelerates, capacity expands and broad-based order growth supports stronger sales.
Applied Optoelectronics (NASDAQ:AAOI) has granted restricted stock unit awards to four newly hired employees under its 2023 Equity Inducement Plan, a move designed to support recruitment while complying with Nasdaq’s inducement award requirements. Key Investor TakeawaysApplied Optoelectronics (NASDAQ:AAOI) granted equity inducement awards covering 1,048 shares of common stock to four new employees.
V posts another earnings beat while analysts lift 2026-2027 forecasts, but premium valuation and rising regulatory risks keep the outlook balanced.
ACHR heads into Q2 earnings with certification gains, commercial expansion, strong liquidity and a discounted valuation despite elevated spending.
Instacart's Q2 revenue beat, GTV gains and ad growth highlight momentum as AI, enterprise expansion and strong outlook shape its strategy.
Rick Rieder, BlackRock's Chief Investment Officer of Global Fixed Income, discussed the Federal Reserve's monetary policy outlook, emphasizing that a rate hike currently does not make much sense given recent economic data.
OUST's Q2 revenues surge 56% as record sensor shipments, Rev8 traction and smart infrastructure demand fuel growth.
The defense sector is done experimenting with agentic AI. On August 5, the Department of Defense granted Impact Level 5 authorization to Salesforce’s Agentforce 360 platform — a production-grade clearance that lets the system handle Controlled Unclassified Information and certain unclassified National Security Systems data. This is not a sandbox. It is the security clearance […]
Warsh has not yet delivered on promises to defeat inflation.
Unity Software (U) presents a Vector growth runway sustainable through year-end 2027, with only game
Abbott broadens Diagnostics growth with Exact Sciences, as Cancer Diagnostics gains and resilient routine testing offset respiratory weakness.
Rick Rieder, CIO of global fixed income at BlackRock, reacts to the July US employment report, calling it "unremarkable," and says the economy is going through a "productivity revolution." Speaking on "Bloomberg Open Interest," Rieder also discusses the outlook for Federal Reserve monetary policy and how the company is currently investing in the fixed income market.
The July jobs report made one thing very clear: Policymakers and investors can't take their eye off the ball. Going into Friday's data release, the consensus was that the labor market was stable and had gained ground since last year's stalled-out environment. It proved to be a bit of a similar pattern to recent years, particularly 2025, when July payrolls disappointed and the BLS lowered the previous two months' estimated payroll gains by 258,000.
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