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BofA downplays China’s threat to Micron’s AI business
TheStreet11d agoneutral
BofA downplays China’s threat to Micron’s AI business

Micron Technology (MU) shares dropped in late July when a Chinese rival’s stock market debut instantly minted one of the country’s most valuable companies. Investors read it as a warning sign for the world’s AI memory leaders. Bank of America read the same headlines and reached the opposite ...

Does T1 Energy’s (TE) Clearway Deal Clarify Its U.S. Solar Advantage or Expose New Risks?
Simply Wall St.11d agoneutral
Does T1 Energy’s (TE) Clearway Deal Clarify Its U.S. Solar Advantage or Expose New Risks?

T1 Energy Inc. recently announced a contract to supply Clearway Energy Group with 641 MW of solar modules using domestic cells from its G2_Austin fab, aligning with its goal of a traceable U.S.-focused solar supply chain and targeting more than 60% domestic content in its modules from 2027. This agreement not only reinforces Clearway’s push to support American manufacturing but also highlights T1’s effort to position its growing U.S. cell and module capacity as a solution to trade and tariff...

Eos Energy (EOSE) Is Up 21.7% After Tightening 2026 Outlook And Consolidating Manufacturing - What's Changed
Simply Wall St.11d agoneutral
Eos Energy (EOSE) Is Up 21.7% After Tightening 2026 Outlook And Consolidating Manufacturing - What's Changed

Eos Energy Enterprises recently reported its second-quarter 2026 results, with revenue rising to US$68.78 million from US$15.24 million a year earlier, while also tightening its full-year 2026 revenue outlook to US$300 million–US$350 million from US$300 million–US$400 million. Alongside strong revenue growth and a record backlog, the company’s decision to consolidate manufacturing at its Thorn Hill facility signals a clear emphasis on cutting conversion costs and improving long-term margins...

AST SpaceMobile (ASTS) Secures Japan Direct To Cell Approval
Simply Wall St.11d agoneutral
AST SpaceMobile (ASTS) Secures Japan Direct To Cell Approval

AST SpaceMobile (NasdaqGS:ASTS) secured regulatory approval to launch direct to cell satellite services in Japan in partnership with Rakuten Mobile. The company and Rakuten plan to support Japan based connectivity using AST SpaceMobile's BlueBird satellites. AST SpaceMobile received a Guinness World Record for deploying what it describes as the largest commercial communications arrays in low Earth orbit with its BlueBird platform. The twin updates support the company’s goal of starting...

Wall Street touts outsourced allocation ploy in bid to market private funds to individuals
Pitchbook11d agoneutral
Wall Street touts outsourced allocation ploy in bid to market private funds to individuals

BlackRock CEO Larry Fink has extolled model portfolios as the path to increase allocations of alternatives in retail accounts. Paul Morigi/Getty Images Plumbing or packaging: Which of the two holds the key to making private market investment products better suited to the mass affluent? When it comes to integrating private market alternatives into public markets, plumbing is industry shorthand for an ever-evolving revamp of the distribution pipelines and fintech infrastructure underlying how priv

Datadog Q2 Earnings Call Highlights
MarketBeat11d agoneutral
Datadog Q2 Earnings Call Highlights

Datadog (NASDAQ:DDOG) reported second-quarter revenue of $1.12 billion, up 36% from a year earlier and above the high end of its guidance range, as growth accelerated across both AI-focused and non-AI customers. Co-founder and Chief Executive Officer Olivier Pomel said revenue growth among non-AI c

Guide to High Dividend-Paying ETFs
Zacks11d agoneutral
Guide to High Dividend-Paying ETFs

Markets face AI, rate and geopolitical risks. These high-dividend ETFs offer attractive yields and steady income to help investors navigate volatility.

Bloomberg11d agoneutral
Alphabet’s Jumbo Bond Sale Draws $115 Billion of Investor Demand

(Bloomberg) -- Alphabet Inc. has received about $115 billion of orders for its latest jumbo bond sale, signaling renewed investor appetite for debt tied to the artificial intelligence boom after a recent selloff.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?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joined Forces Months Ahead of H

Digital Banking Reaches New Scale
InvestorsHub11d agoneutral
Digital Banking Reaches New Scale

Key Investor TakeawaysNubank (NYSE:NU) received approval to operate as a bank in Mexico, positioning it to become the country’s largest digital bank with more than 15 million customersThe bank expanded rapidly across Latin America by offering digital-first banking, credit, savings, and financial tools designed to reach underserved consumersStrengthened its position in Brazil through financial inclusion initiatives, growing adoption in regions with limited access to traditional banking services w

Alphabet Lures Investors to Mega Bond Deal With High Premiums
Bloomberg11d agoneutralVIDEO
Alphabet Lures Investors to Mega Bond Deal With High Premiums

Alphabet Inc. is looking to raise as much as $25 billion from its latest US investment-grade bond offering, a deal that is testing investor appetite for AI-related debt following a July selloff. Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, discusses the bond offering as well as Google's Deepmind departures, and leadership shift to California.