Ford, BlackRock, and Google just pledged hundreds of millions to pull experienced tradespeople back into the workforce, and a 63-year-old electrician in Ohio is answering that call without realizing the bigger paychecks could trigger two separate federal penalties at once.
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Palantir just delivered a software quarter that left analysts scrambling for new benchmarks, yet the stock sits far below its peak and the market seems unmoved. Here is what the numbers actually suggest about where shares go from here.
ON raises its 2026 AI data center outlook to more than double last year as tighter supply and higher factory utilization support Q3 revenue and margin growth.
Ichor expects a steeper second-half revenue ramp, quarterly margin gains and stronger 2027 growth as supply issues ease and internal content rises.
Rockwell Automation, Inc. (NYSE:ROK) reported third-quarter fiscal 2026 results that topped Wall Street expectations, but the company’s shares fell more than 4% in pre-market trading as investors focused on its updated earnings outlook.
(Bloomberg) -- The US Treasury will need to increase the sizes of at least some of its fixed-rate borrowing programs next year but is unlikely to signal the shift just yet, according to bond dealers.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Lead
Shipbuilding revenue surged 15.7% as the company raised full-year guidance.
Unity Software heads into Q2 earnings with AI ad platform momentum, growth guidance and margin gains in focus.
(Bloomberg) -- A growing number of investors from the US to South Korea are using leveraged exchange-traded funds for long-term investing, a far cry from the day trading they were designed for. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders A
While the top- and bottom-line numbers for Wix.com (WIX) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Revenue beat guidance as data center and nuclear demand surge.
Investing.com -- Truist Securities downgraded Intuit to Hold from Buy on Monday and lowered its price target to $350 from $410, flagging a softening growth outlook and a lack of near-term catalysts for the stock.

Ex-Uber founder and CEO Travis Kalanick is back in the ride-hail business — but this time in the skies.

Ex-Uber founder and CEO Travis Kalanick is back in the ride-hail business — but this time in the skies.
IPG (IPGP) delivered earnings and revenue surprises of +45.00% and -0.21%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
For the U.S., a weak yen is a potential problem because Japan is the world’s biggest single holder of U.S. Treasurys. With bond yields already high, the last thing Treasury Secretary Scott Bessent wants is more upward pressure from Japan selling down its U.
AI cloud computing company CoreWeave said on Tuesday it is expanding into Indonesia and adding three new facilities in the country, marking the firm's first data-center presence in the Asia Pacific region. CoreWeave has benefited from a surge in demand for AI cloud infrastructure globally, as tech companies rush to secure the hardware and cloud capacity needed to develop and run AI systems. The company has been investing heavily in its data-center footprint to cater to the demand.
Next year, sales are expected to grow by 59% to $80 billion with earnings surging by more than 80% to $13.87.
Applied Materials (AMAT), Lam Research (LRCX), and KLA (KLAC) sell machines used to manufacture and inspect processors and memory chips. Cloud providers purchase finished processors and memory for artificial intelligence data centers. Chip manufacturers may need more factory equipment when server ...
A quiet software release tied to SIGGRAPH 2026 may matter far more to NVIDIA's next decade than its blockbuster hardware lineup, and a single number buried in the announcement explains why investors should pay attention before August 26.
Investing.com -- Societe Generale told clients in a note on Tuesday that U.S. earnings strength is broadening beyond technology, and it expects the S&P 500 to reach 8,000, urging investors to "buy the momentum dip."
The online home goods retailer beat Wall Street expectations on revenue and earnings as U.S. sales grew 8.7% year over year
Elon Musk is tying SpaceX and Tesla closer together, amid speculation of an eventual merger. Both stocks are up on Tuesday morning.
IREN now controls more of the stack between its data centers and customer workloads, extending its AI cloud platform into orchestration and enterprise support.
The Wall Street Journal reports on the impact the AI build-out and the AI-fueled stock rally is having on the U.S. economy. Together they helped account for roughly a third of recent U.S. economic growth, according to a report by Oxford Economics. “We have never seen a growth rate this high,” John-David Lovelock, a distinguished VP analyst at Gartner told the WSJ Leadership Institute.
By Nandan Mandayam Aug 4 (Reuters) - Caterpillar raised its annual revenue growth forecast after beating second-quarter profit estimates on Tuesday, benefiting from a buildout of AI data centers that
Full-year revenue guidance raised to $8.15 billion from $7.65 billion
Spotify Technology continues to grow its user base, hitting 777 million monthly active users at the end of June—but the cost of wooing and keeping customers is increasing as well. Its second-quarter operating expenses rose 19% from the prior-year period, excluding payroll tax-related expenses and currency movements.
Moby summary of Sterling Infrastructure, Inc.'s Q2 2026 earnings call