Verdict8d agoneutral
Ooredoo invests $800m in Indonesian AI neocloud platform ZankoreThe company will take a 49% stake in Zankore, targeting AI-driven data centre growth across Southeast Asia.
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Reuters Videos8d agoneutralVIDEO
Alibaba may start charging for use of latest AI model<body><p>STORY: :: Stephen Nellis, Technology Correspondent</p><p>So why might Alibaba, the Chinese tech giant that's taken the world by storm, by offering a free download of its cutting edge AI, want to start charging money just like its rivals in the United States? </p><p>:: San Francisco, California / August 6, 2026</p><p>Like all major AI companies, Alibaba spends a ton of money training and developing its AI models. So like all companies, Alibaba wants to recoup some of that cost. Now they've always charged money if you want to buy it directly from Ali Cloud, but if you wanted to run it in your own data center, you could do that without necessarily paying Alibaba. That might change as soon as next week. </p><p>The U.S. labs are largely what's called closed source. That means you can only really access their models by going directly to them and paying them to get it from their data centers. Now, companies like Alibaba offer it on that basis too, but you can also download the model and run it in your own data center without necessarily having to pay them. That is changing. A few weeks ago, Moonshot, the creator of the Kimi K3 model, put out a model that you can run in your own data center. But if you make more than $20 million a year, you need to work at a commercial agreement with them that we understand from our sources involves sharing quite a bit of your revenue. We understand from those same sources that Alibaba is poised to do the same thing as soon as next week. </p><p>One of the questions this raises is whether this new strategy from the Chinese AI companies is trouble for U.S. companies like OpenAI. In the short term, probably so. These Chinese companies have been able to offer extremely competitive technology in terms of what the models can do at a much lower price, sometimes at about a third of the price of US models. However, these models are still very expensive to operate. So over the long term, most of the sources in the AI community think that these prices will start to come closer together and it'll be a much more vigorous competition between the two countries and the labs in each. </p></body>
Stocktwits8d agoneutral
Why Is AAOI Stock Surging 10% Premarket?Applied Optoelectronics beat Q2 expectations, triggering a rise in its shares and those of peers.
Barchart8d agoneutral
Are Wall Street Analysts Bullish on Walt Disney Stock?Walt Disney Company stock has underperformed the broader market over the past year, but analysts remain highly bullish about its prospects.
BeInCrypto8d agoneutral
Elon Musk’s Terafab Will Be Earth’s Most Valuable Building, 50x the Size of the PentagonElon Musk says his Terafab chip factory will become Earth's most valuable building, spanning 9 million square meters.
Stocktwits8d agoneutral
CRWV vs IREN: Which Stock Does Jim Cramer Think Is The Better Neocloud Bet?CoreWeave is the leading neocloud provider, while IREN is an emerging player in the space.
Simply Wall St.8d agoneutral
Honeywell (HON) Stock Trades Below Fair Value Despite Mixed ChecksHoneywell 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...
Simply Wall St.8d agoneutral
Can D Wave Quantum (QBTS) Justify Its Price After A Huge Run?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...
Simply Wall St.8d agoneutral
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Simply Wall St.8d agoneutral
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Simply Wall St.8d agoneutral
Did Strong Q2 Results and a Higher Payout Just Shift Energy Transfer's (ET) Investment Narrative?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...
Simply Wall St.8d agoneutral
Archer Aviation (ACHR) Stock Looks Below Fair Value But Broader Checks Stay MixedArcher 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...
MarketBeat8d agoneutral
PENN Entertainment Q2 Earnings Call HighlightsPENN 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
MarketBeat8d agoneutral
Palladyne AI Q2 Earnings Call HighlightsPalladyne 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
MarketBeat8d agoneutral
Ouster Q2 Earnings Call HighlightsOuster (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
Benzinga Private Markets8d agoneutral
Jane Street Eyes $11 Billion Private Credit Refinance to Support AI Investments: ReportJane 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...
Bloomberg8d agoneutral
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Barrons.com8d agoneutral
Two Quantum IPOs Face Their First Big Earnings TestsQuantinuum 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.
Stocktwits8d agoneutral
ASTS Vs. RKLB: Which Space Stock Has More Upside Ahead Of Earnings?Retail sentiment toward both stocks improved to ‘bullish,’ but RKLB leads in watcher growth and share-price performance.
Motley Fool8d agoneutral
Prediction: This Crucial Rivian Metric Will Turn Positive by Year-EndInvestors 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.
Simply Wall St.8d agoneutral
The Bull Case For ImmunityBio (IBRX) Could Change Following ANKTIVA’s Broad UAE Approval And Ongoing LossesIn 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...
Simply Wall St.8d agoneutral
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Simply Wall St.8d agoneutral
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Simply Wall St.8d agoneutral
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Simply Wall St.8d agoneutral
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MarketBeat8d agoneutral
Ocugen Q2 Earnings Call HighlightsOcugen (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
MarketBeat8d agoneutral
Novavax Q2 Earnings Call HighlightsNovavax (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
MarketBeat8d agoneutral
Insight Enterprises Q2 Earnings Call HighlightsInsight 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
TheStreet8d agoneutral
Samsung’s new memory chip could make Nvidia’s AI chips fasterAnyone 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 ...
