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AI Chips Update - AMD Advances AI Strategy With Taalas Acquisition
Simply Wall St.8d agoneutral
AI Chips Update - AMD Advances AI Strategy With Taalas Acquisition

Advanced Micro Devices (AMD) has announced a definitive agreement to acquire Taalas, a specialist in AI inference silicon, aiming to enhance its compute solutions in the dynamic AI inference market. Taalas’ technology, which optimizes inference dataflows to reduce compute and memory bottlenecks, is set to bolster AMD’s AI roadmap by improving inference performance and efficiency. The acquisition will enable AMD to integrate Taalas’ solutions with its existing hardware and software platforms,...

Inside Amazon’s AI Security Playbook
The Wall Street Journal8d agoneutral
Inside Amazon’s AI Security Playbook

Amazon, with the staff and funds to experiment with any AI model out there, has come to some interesting conclusions about using the technology well. First, pairing a smart human with the AI matters, says Stephen Schmidt, Amazon’s chief security officer.

Benzinga8d agoneutral
Joby CEO: Aviation's Biggest Disruption Since Jet Engine Is Here

Joby Aviation Inc. has spent years positioning itself at the forefront of electric air taxis. But during the company’s second-quarter earnings call, founder and CEO JoeBen Bevirt pointed investors toward a technology he believes could eventually reshape aviation on an...

Is United Parcel Service (UPS) Undervalued After Reaffirming Its Dividend?
Simply Wall St.8d agoneutral
Is United Parcel Service (UPS) Undervalued After Reaffirming Its Dividend?

UPS dividend affirmation and what it means for income-focused investors United Parcel Service (UPS) has reaffirmed its regular quarterly dividend at US$1.64 per share, payable on September 3, 2026, for shareholders of record on August 17, 2026. This keeps income returns central to the UPS story. See our latest analysis for United Parcel Service. At a share price of US$103.20, United Parcel Service has seen the 1 day share price return fall 4.18%, with the 30 day share price return down 7.82%...

Bloomberg8d agoneutral
An Early Bet on SpaceX Led to a 30% Gain for This College Endowment

(Bloomberg) -- The University of North Carolina’s endowment management company made an initial investment in SpaceX more than 15 years ago.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 HaltEarly wagers through venture capital

Telesat (TSAT) Could Be Deeply Undervalued On Its C$2.3b Lightspeed Deal
Simply Wall St.8d agoneutral
Telesat (TSAT) Could Be Deeply Undervalued On Its C$2.3b Lightspeed Deal

Telesat’s Lightspeed contract reshapes the story for NasdaqGS:TSAT Telesat (NasdaqGS:TSAT) stock was in focus after its subsidiary secured a C$2.3b, 15 year Arctic connectivity contract under Canada’s Enhanced Satellite Communications Project. The agreement adds 69 fully funded Lightspeed satellites and prompted a special investor call. See our latest analysis for Telesat. The C$2.3b Lightspeed contract has arrived after a powerful run in Telesat’s stock, with a 7 day share price return of...

Is Restaurant Brands International (QSR) Reasonable After Mixed Brand Results?
Simply Wall St.8d agoneutral
Is Restaurant Brands International (QSR) Reasonable After Mixed Brand Results?

Restaurant Brands International has delivered a 33.3% total return over the past five years, yet its current share price near US$72.92 and mixed valuation checks leave investors weighing a discounted intrinsic value estimate against an overall picture that is not a clear bargain or a clear overpay. A 33.3% gain over five years suggests Restaurant Brands International has rewarded patient shareholders, which raises the question of how much of that progress is now reflected in the...

Merck (MRK) Could Be 3% Undervalued On Raised Outlook And Key Drug Approvals
Simply Wall St.8d agoneutral
Merck (MRK) Could Be 3% Undervalued On Raised Outlook And Key Drug Approvals

Merck (MRK) is back in focus after a run of product and earnings headlines. Fresh approvals and label expansion efforts for KEYTRUDA and ENFLONSIA now sit alongside a raised 2026 revenue outlook and recent acquisition charges. See our latest analysis for Merck. Merck’s share price has moved to US$128.37 after a strong run, with a 90 day share price return of 15.25% and a 1 year total shareholder return of 65.06%, suggesting momentum has been building as approvals, trial readouts and raised...

Everspin Technologies (MRAM) Files A New Shelf Registration, Is The 37% Undervalued View Convincing?
Simply Wall St.8d agoneutral
Everspin Technologies (MRAM) Files A New Shelf Registration, Is The 37% Undervalued View Convincing?

Everspin Technologies (MRAM) is back in focus after reporting second quarter 2026 results, filing a new shelf registration, and outlining fresh collaboration and customer activity in AI servers and satellite systems. See our latest analysis for Everspin Technologies. Everspin Technologies’ recent earnings release, new shelf registration and AI server collaborations have landed against a volatile backdrop, with the share price down 42.02% over 90 days but still showing a 55.57% year to date...

ConocoPhillips CFO to Ascend to Top Role; Fast-Food Burger Battle; Plus, New Layoff Data
The Wall Street Journal8d agoneutral
ConocoPhillips CFO to Ascend to Top Role; Fast-Food Burger Battle; Plus, New Layoff Data

ConocoPhillips CFO Andy O’Brien is the latest finance chief to step into the top job, with current CEO Ryan Lance retiring next month after 14 years. The leadership change comes as U.S. oil giant ConocoPhillips reported its best quarterly results in four years, with profits of $3.9 billion, boosted by higher oil and fuel prices amid the Iran war, our WSJ colleague Benoît Morenne reports. CFO background and cred: O’Brien joined the company in 1997 and has held several finance, planning and strategy roles throughout his time.

Roivant Sciences Q1 Earnings Call Highlights
MarketBeat8d agoneutral
Roivant Sciences Q1 Earnings Call Highlights

Roivant Sciences (NASDAQ:ROIV) said it expects a busy second half of 2026, with a potential launch of brepocitinib in dermatomyositis, several clinical readouts and additional regulatory discussions across its pipeline. Chief Executive Officer Matt Gline characterized the quarter as relatively quie

B. Riley Financial Q2 Earnings Call Highlights
MarketBeat8d agoneutral
B. Riley Financial Q2 Earnings Call Highlights

B. Riley Financial (NASDAQ:RILY) reported second-quarter net income attributable to common shareholders of $19 million, or $0.45 per diluted share, as its capital markets, wealth management and communications businesses contributed to what Chairman, Founder and Co-CEO Bryant Riley called the company

Rigetti Computing Q2 Earnings Call Highlights
MarketBeat8d agoneutral
Rigetti Computing Q2 Earnings Call Highlights

Rigetti Computing (NASDAQ:RGTI) reported second-quarter 2026 revenue of approximately $5.1 million, up from $1.8 million a year earlier, as the quantum computing company recognized revenue from previously announced on-premises Novera quantum processing unit purchase orders. Chief Executive Officer

REGENXBIO Q2 Earnings Call Highlights
MarketBeat8d agoneutral
REGENXBIO Q2 Earnings Call Highlights

REGENXBIO (NASDAQ:RGNX) reported second-quarter 2026 progress across its late-stage gene-therapy pipeline, highlighting completed enrollment in its Duchenne muscular dystrophy confirmatory study, an agreed path to resubmit its Hunter syndrome therapy application, and the start of a pivotal diabetic