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Utility stocks are riding the AI power wave, but the companies actually bolting together the data centers are running a very different race. Knowing which fund owns which part of the chain could change how you size your next trade.
Citadel Securities projects up to $500b in debt issuance by 2028 to fund AI chip infrastructure, with Microsoft expected to be a major participant in this build out. Microsoft is expanding AI driven product integrations across Microsoft 365 Copilot and Azure with companies such as LegalZoom, Paychex, and ArcelorMittal. The company is deepening its role in enterprise workflows and cloud partnerships as businesses adopt AI tools across legal, HR, and industrial use cases. Microsoft, traded...
Residential solar energy company Sunrun (NASDAQ:RUN) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 52.8% year on year to $870 million. Its GAAP profit of $0.42 per share was significantly above analysts’ consensus estimates.
Figma lifted its annual revenue forecast on Wednesday, encouraged by strong demand for its design software products, as the company's efforts to integrate AI in its tools helped attract and retain more users. Known for its browser-based platform that allows design teams to collaborate in real time, Figma has leaned in hard on artificial intelligence, embedding the technology across its portfolio to draw in more users by making its tools more accessible and easier to use. Figma's AI efforts are paying off, with customers increasingly adopting its AI tools for tasks ranging from sketching and brainstorming to coding and shipping products.
GE Vernova collaborator AirJoule is riding high on the AI data-center boom's formidable thirst — and excess waste heat.
Duolingo forecast third-quarter revenue below Wall Street expectations on Wednesday, tempering optimism from its robust second quarter as the language-learning company bets stronger user engagement will fuel long-term growth. The company has been prioritizing user growth over near-term monetization this year, testing ways to increase subscription revenue without adding friction for its large base of free users. CEO Luis von Ahn said Duolingo now expects daily active user (DAU) growth to remain above 20% for the rest of the year, reflecting product improvements, stronger retention and marketing efforts.
Cisco Systems Inc (NASDAQ:CSCO, XETRA:CIS) is set to report quarterly results after the market close on August 12, with UBS expecting the networking equipment maker to deliver revenue and earnings above consensus estimates, supported by accelerating demand for AI infrastructure and resilient...
The beauty company, which owns the eponymous E.l.f. Brand, Naturium and Rhode, has pushed up its full-year fiscal 2027 sales forecast to between $1.93 billion and $1.96 billion.
TeraWulf (NASDAQ:WULF) said its second-quarter results reflected growing high-performance computing, or HPC, lease revenue as additional capacity came online at its Lake Mariner campus, alongside a broader expansion strategy that includes a major Anthropic lease in Kentucky, the acquisition of the M
Rising yields on long-term Treasurys pushed the largest long-term bond fund, iShares 20+ Year Treasury Bond ETF (TLT), to a 22-year low.
The 4% withdrawal rule was established more than 30 years ago. Thanks to new research, its founder says that rate is likely much too low.
The Dow Jones Industrial Average notched a fresh record for the third day in a row. The Dow rose 0.5% or 263 points while the S&P 500 dropped 0.2%. The Nasdaq Composite fell 0.8%. The divergence in index performance came after some of the market's biggest tech names took a turn during the session, erasing earlier gains.
Tesla's AI products will "dramatically" increase demand for SpaceX's Starlink internet service, CEO Elon Musk said. Both stocks are down.
Energy stocks were lower late Wednesday afternoon, with the NYSE Energy Sector Index falling 1.8% an
Braveheart is one of five biotechnology firms that made plans to price an IPO this week, bringing in total what could ultimately be more than $1 billion from public investors.
Record Data Center sales and a $13 billion outlook failed to prevent a sharp post-earnings decline.
Yahoo Finance Technology Editor Dan Howley explains how the AI boom is driving up the cost of consumer electronics.
Axon Enterprise, the S&P 500 maker of Tasers, body cameras and software for law enforcement, continued its resurgence this week ahead of its Q2 report after today's close. This week's jolt higher may mean it could take a stunning report to maintain upward momentum for Axon stock. Earnings growth is up against what looks like a low bar, but that's only because EPS vaulted 77% in the year-ago quarter.
While SpaceX's most recent earnings report barely mentions X, it is clear the company's ad revenue has fallen hundreds of millions of dollars since Elon Musk took over in 2022.
Financial stocks were higher in late Wednesday afternoon trading, with the NYSE Financial Index risi
Duolingo's second-quarter earnings will reveal more than just another set of financial results.
Investment firm Piper Sandler upgraded Kratos Defense & Security Solutions to Overweight with a $75 price target.
Disney (DIS) is maintaining post-earnings stock gains ahead of Wednesday's market close. The media giant topped earnings estimates for its fiscal third quarter, reporting theme parks and streaming services to be its biggest growth drivers. CFRA Research director of equity research Ken Leon reacts to Disney's latest earnings release.
SCHE offers lower fees and higher yields, while NZAC provides ESG-screened global exposure with 625 holdings. One prioritizes emerging market growth; the other emphasizes climate-aligned investing.
Eli Lilly shares rally on a fresh DTC partnership with CVS Health. A strong Q2 release and impressive future guidance is driving LLY stock higher as well.
Healthcare stocks were higher late Wednesday afternoon, with the NYSE Healthcare Index and the State
<body><p>STORY: :: Disney's sales and profit rise, boosted by the success of ‘Toy Story 5’</p><p>:: $1 Billion</p><p>"Toy story five was another monumental blockbuster for Disney."// "The movie has brought in more than $1 billion in box office this year. This lifts the franchise to total franchise value just in the box office alone to over $4 billion, which is what makes it a significant, franchise for Disney."</p><p>:: Dawn Chmielewski/Entertainment business correspondent</p><p>"And Disney is unique in the world of entertainment in that it can take characters and stories that are really resonating with audiences and find a way to, to, to monetize that fan affection in a variety of ways. Disney in its its quarterly earnings results, which were reported on on Wednesday morning, noted that the arrival of Toy Story five in theaters fueled interest in the earlier films, so there's been more than 2,000,000,000 hours worth of streaming on Disney Plus. It spurred toy sales through Disney's consumer products. Line. So consumer product sales were reached a high a five year high during the quarter. So that, too is spurred by Toy Story. And it also brought people to the theme parks and onto cruise ships where where kids have a chance to interact with Buzz and Woody and Jessie."//</p><p>:: Disney and TikTok have reached a short-form video-sharing deal</p><p>"Disney and TikTok announced a content sharing deal just before Disney reported its earnings early Wednesday morning. The deal is novel in this respect. Disney will allow TikTokers who are fans of Disney to begin using its its characters and video in their TikTok videos, which will be distributed not just on TikTok but also on Disney Plus, which has a new, a new category of, vertical video clips called verts."//</p><p>"So these TikTok videos, which will come to the service in the coming months, will be kind of a celebration of Disney's various, characters and stories." </p><p>CEO Josh D'Amaro, who took over in March, highlighted his strategy to invest in franchises like Toy Story to reach audiences outside the box office in a lengthy earnings letter to shareholders on Wednesday.</p><p>Separately, Disney and TikTok announced a deal on Wednesday that will allow TikTok creators to use characters and scenes from Disney movies and TV shows in short-form videos, the first agreement of its kind between the social media platform and a traditional media company.</p><p>The company reported revenue of $25.2 billion in the quarter, up 7% from last year, but shy of Wall Street's forecasts of $25.4 billion, according to analysts surveyed by LSEG.</p><p>Disney's per-share earnings rose 28% from a year ago to an adjusted $2.06, beating forecasts of $1.86 a share.</p></body>
Flutter Entertainment announced the resignation of its longtime CEO Peter Jackson when it reported second-quarter earnings on Wednesday. Despite a nine-year tenure that saw Flutter grow from a $2 billion U.K.-focused business to a $16 billion international betting titan, Jackson isn’t going out on a high note. Shares of the world’s largest betting firm and FanDuel parent company were down as much as 14% Wednesday after the firm reported mixed results and reduced its full-year guidance.
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