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Goldman Sachs sees 168% upside in this controversial power stock
TheStreet9d agoneutral
Goldman Sachs sees 168% upside in this controversial power stock

Wall Street rarely puts a triple-digit return forecast on a company with a long history of being unprofitable. Goldman Sachs just did exactly that. The bank named U.K. fuel cell developer Ceres Power (CWR) as a top European pick for August, forecasting a 168% gain over the next 12 months. ...

Bloomberg9d agoneutral
Jane Street Looks to Rework $11 Billion Debt Into Private Credit

(Bloomberg) -- Jane Street is negotiating with a group of investors in a private-credit deal that would rework the firm’s $11 billion debt load and limit its financial disclosures to market participants, according to people with knowledge of the matter.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Ishbia’s Mortgage Firm Suffers Record Drop on Dividend HaltTrump M

Roku (NASDAQ:ROKU) Delivers Impressive Q2 CY2026
StockStory9d agoneutral
Roku (NASDAQ:ROKU) Delivers Impressive Q2 CY2026

Streaming TV platform Roku (NASDAQ: ROKU) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 21.9% year on year to $1.35 billion. Its GAAP profit of $1.08 per share was 81.9% above analysts’ consensus estimates.

AT&T (T) Bulks Up Its Spectrum As SpaceX Fears Ease
Insider Monkey9d agoneutral
AT&T (T) Bulks Up Its Spectrum As SpaceX Fears Ease

AT&T (NYSE:T) closed a $23 billion acquisition of wireless spectrum licenses from EchoStar (NASDAQ:ECHO) on July 28, a deal first announced in August 2025. The transaction adds roughly 50 MHz of low-band and mid-band spectrum covering more than 400 markets across the country, arriving just as the stock claws back the ground it lost when […]

AMD deepens AI inference bet with Taalas deal as chip race heats up
Reuters9d agoneutral
AMD deepens AI inference bet with Taalas deal as chip race heats up

Advanced Micro Devices said on Thursday it would buy chip startup Taalas for an undisclosed amount, ‌strengthening its technology as it taps into the rapidly growing ‌market for AI inference workloads. Toronto-based Taalas develops specialized silicon designed to reduce computing ​and memory bottlenecks in AI inference, the process of running trained AI models to generate responses or predictions. Specialized inference chips have become a critical focus for semiconductor makers as AI shifts from training to real-time, ‌high-volume deployment, and companies ⁠race to cut computing costs.

Nvidia (NVDA) Bets on Design Tools While AMD (AMD) Scales the Hardware Stack
Insider Monkey9d agoneutral
Nvidia (NVDA) Bets on Design Tools While AMD (AMD) Scales the Hardware Stack

Nvidia Corporation (NASDAQ:NVDA) already sells the chips that train and run the world’s AI models. On July 26, the company made a case for owning a lot more of the design process too, expanding NVIDIA Agent Toolkit for engineering with the PhysicsNeMo and CUDA-X libraries that let software agents run physics simulations, solvers, and even […]

DoorDash (DASH) Could Be 16% Below Fair Value On Q2 Results And Drone Approval
Simply Wall St.9d agoneutral
DoorDash (DASH) Could Be 16% Below Fair Value On Q2 Results And Drone Approval

DoorDash (DASH) has put fresh numbers on the table after reporting second quarter results that combined higher sales, softer net income, a completed share buyback tranche, and a key FAA certification for its DoorDash Air drone program. See our latest analysis for DoorDash. DoorDash shares have picked up speed in recent weeks, with a 7 day share price return of 7.1% and a 90 day share price return of 21.0%, even though the year to date share price return is still down 5.7%. Over a longer...

Is Axon Enterprise (AXON) Fairly Valued As Raised 2026 Guidance Meets Margin Pressure?
Simply Wall St.9d agoneutral
Is Axon Enterprise (AXON) Fairly Valued As Raised 2026 Guidance Meets Margin Pressure?

Axon Enterprise (AXON) lifted its 2026 revenue growth outlook to a range of 32% to 34% after reporting Q2 results that exceeded sales estimates but came with margin pressure and an earnings per share miss versus expectations. See our latest analysis for Axon Enterprise. The raised 2026 guidance comes after a sharp rebound in Axon Enterprise’s share price, with a 7 day share price return of 14.74% and a 90 day share price return of 42.77%. That pace contrasts with a 1 year total shareholder...

Symbotic (SYM) Is Up 15.3% After Q3 Profit Return And Higher Revenue Outlook - What’s Changed
Simply Wall St.9d agoneutral
Symbotic (SYM) Is Up 15.3% After Q3 Profit Return And Higher Revenue Outlook - What’s Changed

Symbotic Inc. recently reported third-quarter 2026 results, with revenue rising to US$720.84 million and net income reaching US$11.67 million, alongside the appointment of former Bain Capital Co‑Chair Steve Pagliuca to its Board and new fourth‑quarter revenue guidance of US$760 million to US$780 million. The company’s return to profitability over both the quarter and the nine‑month period, coupled with revenue guidance that points to continued operational momentum, could be especially...