On Holding (ONON) tempered its full-year constant-currency sales growth outlook on Tuesday as the Sw
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Okta (OKTA) could deliver about 2 percentage points of upside to the midpoint of its fiscal Q2 2027

<body><p>STORY: :: Elena Casas, Business reporter</p><p>:: London, England / August 11, 2026</p><p>Meta launched a new AI model this week. The thing to know about it is that it’s open weight - that means it comes with publicly accessible core components that users can customise. Closed models are kept fully under the control of the company that made them.</p><p>:: Why this matters</p><p>:: Meta</p><p>This really matters because there is a growing divide in Silicon Valley over whether AI should be closed or open.</p><p>The development race for open-weight models is being led by China. Meta’s Mark Zuckerberg is arguing the barriers to using open-weight AI in the US should be lower so that American companies can compete better with Chinese rivals.</p><p>:: What happens when AI goes rogue?</p><p>OpenAI and Anthropic have closed AI systems. They are in control. That means that when an OpenAI model recently went rogue and attacked AI library Hugging Face, it had to use a Chinese open-weight model to defend itself.</p><p>:: More regulation? </p><p>These recent stories about OpenAI and Anthropic’s models ‘going rogue’ do help to make the case that AI needs more regulation, not less. OpenAI’s CEO Sam Altman met senators after the hack and President Trump said the administration was considering more controls for AI.</p><p>:: Archive</p><p>Meta’s Mark Zuckerberg doesn’t agree. He said ‘the idea that AI is so dangerous that the only safe path is an extreme concentration of power is inherently problematic.’</p><p>:: Power vs profits</p><p>So should we be more worried about AI models breaking out of human control, or about the cutting-edge technology being kept in the hands of a tiny handful of powerful companies?</p><p>This argument isn’t just about what the tech itself can do. It’s a struggle over power and profits in Silicon Valley.</p></body>
A site visit and local planning hearing led DA Davidson to question whether Nebius can finish its New Jersey data-center project this year, putting forecast upside and its execution record…
Use this test to identify a top dog and first-mover in an important, emerging industry.

Archer Aviation is surging for a second straight day while rivals Joby and EHang sit completely frozen, and the reason traces back to a Boeing deal detail that changes how Archer plans to fund its entire future.
Hims & Hers Health (NYSE:HIMS) delivered mixed second-quarter results, with revenue beating Wall Street expectations while its quarterly loss came in wider than analysts had forecast as the company incurred restructuring charges tied to its shift toward branded GLP-1 weight-loss...

ULTA is strengthening its omnichannel strategy through digital growth, loyalty, AI and social commerce to drive customer engagement.
Investing.com -- The Trump administration removed restrictions on TikTok use on federal government devices Monday after determining the social media app no longer presents a national security threat following the transfer of its US operations to American investors.
CoreWeave Inc (NASDAQ:CRWV) reports second-quarter earnings tonight, with Jefferies maintaining a Buy rating and $150 price target even as it flags that a major profitability inflection is still months away. CoreWeave shares have climbed roughly 45% since hyperscaler earnings reaffirmed...

Tesla Inc. and Space Exploration Technologies Corp. CEO Elon Musk says AI agents could eventually generate vastly more internet traffic than humans, but investor Michael Burry has some questions. Elon Musk Backs AI Traffic Explosion On Sunday, Musk highlighted Cloudflare...

SoFi just posted record loan originations and a 61% jump in net income, yet its stock sits down 30% for the year. Something has to give, and figuring out which side breaks first could be worth 65 cents on every dollar invested.
AI startup Manus said on Tuesday it will resume operating as an independent company and some user data will be deleted as part of its separation from U.S. tech giant Meta. • "As part of our transition back to independent operations and to comply with regulatory requirements in specific jurisdictions, data generated by certain users on/after December 29, 2025" will be deleted later this month, Manus said in a statement. • Affected users will be notified through the Manus app and by email and will be able to back up their data, the company said.
The company pledged to cover its facilities’ energy, water and grid costs as Texas audits a 474 GW interconnection pipeline. Meta disclosed no spending amount, capacity or timetable.

RGTI's Q2 revenues surge 185% as QPU sales and technology gains boost momentum, but heavy losses and uneven demand keep caution in focus.

Rivian's CEO RJ Scaringe is speaking at TechCrunch Disrupt 2026 to detail his journey, and the lessons it’s bestowed.

Investor demand for humanoid robots just shattered records that SpaceX, Snowflake, and Facebook never came close to touching. Here are the five publicly traded robotics stocks best positioned to capture that fever before it cools.
The broad index is now far more expensive than it was before its most recent crash in 2022.
Hims & Hers Health raised its 2026 revenue outlook to between $3.1 billion and $3.3 billion from its earlier guidance between $2.8 billion and $3 billion.
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.
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.