On this episode of Stock Movers: - Anthropic PBC has struck a $9.1 billion deal with Riot Platforms (RIOT), a Bitcoin mining company that recently began selling AI data center capacity. Riot disclosed it had secured a 20-year deal to supply 191 megawatts of capacity from its Rockdale, Texas, campus to a "leading frontier AI" company. - Rocket Lab (RKLB) shares drop as much as 5.7% after the company's Neutron timeline softened, with an analyst saying that while Neutron remains on track to reach launch pad in the fourth quarter, it could push an initial launch to 2027. - Babcock & Wilcox Enterprises (BW) rose in premarket after the company signed an agreement with Siemens Energy to produce steam turbine generator sets. - US-listed shares in On Holding (ONON) drop as much as 17% in premarket trading after the Swiss sneaker maker's second-quarter sales were lower than expected.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
European equities traded in the US as American depositary receipts were tracking higher late Tuesday
Healthcare apparel company Figs (NYSE:FIGS) announced better-than-expected revenue in Q2 CY2026, with sales up 28.8% year on year to $196.6 million. Its non-GAAP profit of $0.11 per share was 66.9% above analysts’ consensus estimates.
Two newly public quantum computing companies are about to report earnings. Their results will test the appetite for the budding technology that has captivated some corners of Wall Street.

VRT rides on surging AI data center demand, expanding capacity and advanced power and cooling technologies as it targets further growth.
Can IonQ turn the "quantum is the new AI" hype into a real business by 2031?

RadNet tops Q2 estimates as advanced imaging and Digital Health growth accelerate, prompting a higher 2026 Imaging Center outlook.

QUBT is shifting from research toward commercial manufacturing, backed by revenue-producing photonics, semiconductor and packaging capabilities.

Recent price strength puts OptimumBank, EuroDry, Enova International, Anika Therapeutics and GEO in focus as August stocks with momentum.

PEP faces pressure from weak North American demand, softer volumes, rising costs and margin headwinds despite its strong global brands.
Plug Power stock jumped after beating earnings estimates.

Voyager stock rallies on a new USSF contract. But does that warrant buying VOYG shares at the current price? Let’s find out!

Riot is scaling its data center push with a 191 MW AI lease, AMD buildout and Corsicana LOI, backed by project debt and $1.2B in liquidity.
Samsung SDI takes full ownership of the Indiana plant as EV demand disappoints
Procter & Gamble (PG) has just updated investors with full year 2027 guidance, new quarterly earnings expectations, and fresh details on capital returns, including dividends and share buybacks, all released alongside its latest annual results. See our latest analysis for Procter & Gamble. At a share price of $146.44, Procter & Gamble has seen a 3.28% year to date share price return, while the 1 year total shareholder return is down 2.73%. This signals momentum that is still relatively muted...
In early August 2026, Costco Wholesale reported July net sales of US$23.12 billion, up 10.7% year over year, and US$273.55 billion in net sales for the first forty‑eight weeks, a 10.1% increase, while brands like Physician's Choice and Mighty Spark Food Company announced nationwide product rollouts across Costco’s U.S. warehouses. These results highlight Costco’s ability to grow high‑volume membership sales while attracting new branded offerings, reinforcing its role as a key distribution...
AbCellera Biologics (NasdaqGS:ABCL) reports positive top line Phase 2 results for ABCL635, its non hormonal antibody treatment for moderate to severe menopausal vasomotor symptoms. The trial shows clinically significant improvement in vasomotor symptoms from a single dose of ABCL635. ABCL635 represents the first clinical success from AbCellera's internal pipeline and supports its GPCR and ion channel antibody discovery platform. The outcome may influence AbCellera's future plans for internal...
Cisco Systems (NasdaqGS: CSCO) is rolling out personalized AI agents to its entire 90,000-person workforce as part of a broad internal transformation. The company is pairing the deployment with major infrastructure investment and company-wide model routing to manage AI workloads across teams and functions. Cisco is setting defined AI-driven revenue targets, tying the internal rollout to measurable business outcomes and new income streams. The move signals a push to use standardized agentic...
KLA Corporation recently declared a quarterly cash dividend of US$0.23 per share, payable on September 1, 2026, to shareholders of record as of August 17, 2026, alongside reporting higher quarterly and full-year revenue and earnings through June 30, 2026, and issuing guidance for the September 2026 quarter. These results and guidance arrive as semiconductor equipment demand is being reinforced by large AI chip manufacturing projects like Tesla and SpaceX’s Terafab complex and by industry...
Goldman Sachs Group stock has put in a very strong three year run, yet current valuation checks suggest the shares now sit closer to fair value than to a clear bargain. The Excess Returns intrinsic value estimate points to the stock being roughly in line with its assessed worth, while earnings based multiples still screen as supportive. Goldman Sachs Group has returned 228.6% over the past 3 years, which sets a high bar for any further upside to be justified by fundamentals. Recent strength...
Polymarket now prices real odds of a September rate hike, and that puts millions of investors holding the most popular dividend ETF in a position their fund was never designed to handle. Fidelity quietly built something for exactly this moment.
The U.K. becomes Lilly's first international market for the pill.
A U.S. appeals court let more than 3,000 federal cases move forward and refused to delay a multistate trial.
AST SpaceMobile Inc (NASDAQ:ASTS) reported a wider-than-expected adjusted loss and revenue below analyst estimates for the second quarter, while the company reaffirmed its full-year 2026 revenue guidance and continued to expand its satellite network. The company reported an adjusted loss of...
Microsoft is reportedly seeking capacity for more than 300,000 chips in 2027.
The space economy has a timing problem. Investors want quarterly proof of progress, but rockets don’t care about earnings calendars — they fly when the hardware, the weather, and the physics all agree at once. That mismatch showed up again this week when Rocket Lab (NASDAQ:RKLB) posted one of the best quarters in its history ... Rocket Lab’s $2.36 Billion Backlog Says the Neutron Delay Doesn’t Matter — Here’s Why

The company also revealed that its nuclear facility in Texas reached criticality.

MUFG, UBS and KB Financial stand out as foreign bank picks as restructuring, rates and diversification shape industry prospects.
Hims & Hers Health (HIMS) reported a mixed Q2, with upside in its US business from branded GLP-1 str
The stock market was on the road to nowhere on Tuesday. The Dow Jones Industrial Average and S&P 500 were flat. The Nasdaq Composite was down slightly. The S&P hit a fresh closing high on Friday and ran out of gas.