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How Disney's IP Strategy Is Driving Growth
Bloomberg19h agoneutralVIDEO
How Disney's IP Strategy Is Driving Growth

Disney's latest earnings beat was powered by more than just streaming. Phillips Securities analyst Helena Wang joins Bloomberg to explain why Disney's unique ability to monetize its intellectual property across movies, Disney+, theme parks, cruises and consumer products continues to set it apart, and why the company is now adapting that strategy for the TikTok era. She joins Ed Ludlow on "Bloomberg Tech."

41 Buy Ratings and No Sells: Why Wall Street Backs AMD
24/7 Wall St.19h agoneutral
41 Buy Ratings and No Sells: Why Wall Street Backs AMD

Wall Street has piled 41 buy ratings onto AMD with zero sells, yet shares just cratered after a blowout quarter. Something about this setup does not add up, and the answer points toward a price target most analysts have not caught up to yet.

Amgen gains after strong quarterly results and continued product momentum
Proactive19h agoneutral
Amgen gains after strong quarterly results and continued product momentum

Amgen Inc (NASDAQ:AMGN, XETRA:AMG) shares rose about 4% on Wednesday after the biotechnology company reported second quarter 2026 results that topped Wall Street expectations, supported by higher revenue and growth across its portfolio of medicines. The company reported adjusted earnings per...

Popular crypto stock sinks after disappointing Q2 earnings
TheStreet19h agoneutral
Popular crypto stock sinks after disappointing Q2 earnings

Galaxy Digital (GLXY) shares fell more than 11% on Aug. 5 after the crypto financial services firm reported a second-quarter net loss of $85 million, weighed down by falling digital asset prices despite continued expansion of its artificial intelligence infrastructure business. The company posted ...

Micron (MU) Has More to Gain Than Nvidia (NVDA) Has to Lose From Samsung’s 2028 Warning
Insider Monkey19h agoneutral
Micron (MU) Has More to Gain Than Nvidia (NVDA) Has to Lose From Samsung’s 2028 Warning

Samsung said on July 30 that memory shortages could worsen in 2027 and persist through 2028. The warning strengthened the pricing outlook for Micron Technology, Inc. (NASDAQ:MU) while exposing a potential supply constraint for NVIDIA Corporation (NASDAQ:NVDA). Micron shares jumped 18.4% that day as Samsung’s report revived confidence in the memory cycle. Samsung has signed […]

Applied Materials (AMAT) Stock Faces Fresh Scrutiny After Michael Burry Short Bet
Simply Wall St.20h agoneutral
Applied Materials (AMAT) Stock Faces Fresh Scrutiny After Michael Burry Short Bet

Michael Burry has warned of a potential stock market crash similar to 1987. He is reportedly shorting several large stocks, including Applied Materials (NasdaqGS:AMAT). The short positions highlight increased bearish sentiment toward major chip related companies. Applied Materials focuses on equipment, services, and software used in semiconductor manufacturing, putting the company at the center of chip industry spending. Investor attention on NasdaqGS:AMAT is already high given the...

Nebius Group (NBIS) Appoints Lindsey Irvine As CMO During Global Expansion
Simply Wall St.20h agoneutral
Nebius Group (NBIS) Appoints Lindsey Irvine As CMO During Global Expansion

Nebius Group (NasdaqGS:NBIS) has appointed Lindsey Irvine as Chief Marketing Officer as the company continues global expansion. Irvine previously led marketing functions at Square, Benchling, and MuleSoft, focusing on scaling go to market efforts. The appointment follows a year of record growth for Nebius Group in the competitive AI cloud sector. Nebius Group enters this leadership shift with strong recent stock performance that has drawn attention from many investors. The share price...

Hut 8 (HUT) Faces ERCOT Delays For Its 1GW Texas AI Data Center
Simply Wall St.20h agoneutral
Hut 8 (HUT) Faces ERCOT Delays For Its 1GW Texas AI Data Center

Hut 8 (NasdaqGS:HUT) is facing regulatory delays in energizing its planned 1GW Beacon Point AI data center campus in Texas. The project has secured significant financing, but launch timing now depends on pending approval from the Electric Reliability Council of Texas (ERCOT). The holdup affects the rollout of Hut 8's larger AI infrastructure buildout and its efforts to broaden revenue beyond its core business. For investors following Hut 8, the Beacon Point project sits at the intersection...