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“Companies are pouring money into AI, and they don’t always know what they’re getting out of it,” Apptio’s Bill Lobig said.

U beat Q2 estimates as revenue climbed 24% and Strategic Revenue surged, while management advanced its timeline for GAAP profitability.

Watts raised its 2026 sales outlook as surging data center demand boosts growth, while capacity spending, project timing and margins shape the near-term setup.

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

To help viewers find its content faster and engage further, Roku improved its search features and incorporated advanced AI for more accurate interpretations of viewer queries, even when they are broad.

Aswath Damodaran, the NYU Stern professor known as the “Dean of Valuation,” says Big Tech is “collectively overinvesting” in artificial intelligence, driven as much by fear of being left behind as by any clear path to profit. Speaking on the...

BENGALURU, Aug 7 (Reuters) - Blackstone-owned AGS Health on Friday filed updated draft papers for a 48-billion-rupee ($504 million) initial public offering in India, nearly two months after securing

Lyft (LYFT) stock is getting a boost after topping second quarter earnings estimates. Lyft CEO David Risher comes on Market Catalysts to talk about the rideshare company's latest earnings release and its autonomous driving partnership with Waymo in Nashville, TN.

SPCX's $6.7B cloud deal boosts near-term AI revenue visibility, but heavy capex, concentration and reported AI losses keep economics mixed.

Super Micro Computer heads into Q4 fiscal 2026 earnings with AI infrastructure demand, delayed deployment conversions and margin pressure in focus.

Berkshire investors seem to be warming up to Greg Abel's leadership. 👀 The stock is trading at its highest price since Warren Buffett announced his retirement in May 2025. The recent gains have been fueled by a rotation back into safe-haven plays to hedge against riskier tech stocks. Although it's worth noting that the stock is still badly lagging the S&P 500. 📈 Explore AlphaSpace for charts, analysis, and premium news on Berkshire Hathaway at the link in bio. 👉

AstraZeneca (LSE:AZN) is back in focus after a senior source told Reuters that there are no ongoing merger discussions with Bristol Myers Squibb, reversing earlier headlines around a potential $400b pharmaceutical tie up. See our latest analysis for AstraZeneca. The clarification on merger talks comes after a sharp swing in AstraZeneca’s share price, which fell over recent weeks with a 30 day share price return of 17.5% decline and a year to date share price return of 12.8% decline. In...

Palantir Technologies (NasdaqGS:PLTR) announced a partnership with Mercury Systems to help digitally transform U.S. military supply chains using its software platforms. The collaboration includes creating digital twins of manufacturing operations to support automation, throughput and decision-making for defense contractors. Separately, KODE OS secured FedRAMP High authorization through Palantir's FedStart program, enabling its building intelligence platform for use in high-security federal...

European equities traded in the US as American depositary receipts were trending higher late Friday

Ardelyx (ARDX) is back in focus after reporting record Q2 2026 revenue driven by IBSRELA and XPHOZAH, while missing earnings estimates and trimming IBSRELA guidance because of payer related hurdles. See our latest analysis for Ardelyx. Despite the record Q2 revenue, Ardelyx’s recent earnings miss and reduced IBSRELA guidance appear to be weighing on sentiment, with the share price down 9.48% over 30 days and 20.81% year to date, even though the 5 year total shareholder return of 220.39%...

CGNX is leaning on AI-enabled machine vision, data center demand and customer expansion as margins improve and 2026 growth broadens.

Cloudflare (NET) Q2 growth accelerated as improving sales productivity, a consumption-based business

ExxonMobil highlights resilient Q2 cash flow, a Guyana free-cash-flow inflection, record Permian output and refining strength amid disruption.

Honeywell Aerospace (HONA) is hindered by execution challenges but its fundamental business is "attr

The risk to Microsoft stock is not demand but what serving that demand now costs, and the company's own outlook already points margins lower.

It costs 14.8% more to shop at Kroger than to buy the same items at Walmart, and Costco's prices for those items are 21.8% cheaper than Walmart's, according to a study commissioned by Consumer Reports. Even the Kroger-owned discount brands King Soopers (7.9%) and Food for Less (9%) come in with ...

Weight-loss drugs are becoming a popular perk, with almost a third of workers saying they’d even switch jobs for it. Bank of America has them covered.

The price of the Citigroup preferred issue has fallen recently amid investor concern the bank will redeem it.

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.