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Is ARK Trimming Bitmine Immersion Technologies (BMNR) Redefining the Ethereum Treasury Playbook?
Simply Wall St.3d agoneutral
Is ARK Trimming Bitmine Immersion Technologies (BMNR) Redefining the Ethereum Treasury Playbook?

In late July 2026, Bitmine Immersion Technologies came under pressure as crypto-linked equities weakened amid falling Bitcoin and Ethereum prices and ongoing regulatory uncertainty, while ARK Invest trimmed its Ethereum exposure by selling Bitmine shares on Ethereum’s 11th anniversary. The move was especially closely watched because Bitmine is viewed as one of the two leading Ethereum treasury companies, and ARK Invest still described its Ether-focused treasury approach as an exponential...

Forkast News3d agoneutral
Meta’s Per-Token Pricing Shifts the Frontier From Human Headcount to AI Output

On August 1, 2026, Meta Business Agent will transition from a free testing phase to a commercial model priced at $2.00 per million tokens. This is not merely a change in billing; it is a structural signal that the pricing frontier for agentic commerce is shifting from human headcount to AI output volume. For years, […]

Morgan Stanley spots four overlooked Meta profit engines
TheStreet3d agoneutral
Morgan Stanley spots four overlooked Meta profit engines

Meta Platforms reported its second-quarter earnings with one issue dominating investor attention: the soaring cost of its artificial-intelligence expansion. Meta is not alone. Amazon raised its expected 2026 capital spending to approximately $220 billion, while Microsoft expects to invest around ...

Will Profitability Gains, Buybacks and Meta Tie-Up Change Lightspeed Commerce's (TSX:LSPD) Narrative
Simply Wall St.4d agobullish
Will Profitability Gains, Buybacks and Meta Tie-Up Change Lightspeed Commerce's (TSX:LSPD) Narrative

Lightspeed Commerce Inc. reported its first-quarter 2027 results in late July, with revenue of US$322.7 million and net loss narrowing to US$2.42 million, while confirming revenue guidance for the September quarter and full fiscal year and completing a US$65.13 million buyback of 6,973,406 shares. A key development was the launch of the Lightspeed with Meta Conversions API integration for Lightspeed Retail, aiming to give brick-and-mortar merchants clearer insight into how Meta ads drive...

Bloomberg4d agoneutral
AI Isn’t a Catch-All Trade for Stocks in This Earnings Season

(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at

Miivo AI launches customer insights platform - ICYMI
Proactive4d agoneutral
Miivo AI launches customer insights platform - ICYMI

Miivo AI (TSX-V:MIVO) CEO Alex Damouni talked with Proactive about the company's new Customer Insights Platform and how it supports small and medium-sized businesses by improving customer engagement through AI-powered automation. Proactive: Welcome back inside our Proactive newsroom. Joining...

Capital Power Q2 Earnings Call Highlights
MarketBeat4d agoneutral
Capital Power Q2 Earnings Call Highlights

Capital Power (TSE:CPX) said its second-quarter results reflected higher generation, contributions from its expanded PJM platform and continued commercial optimization, while management raised its estimate of annual adjusted EBITDA upside embedded in its existing portfolio to approximately C$1.25 bi

Bank of America sends strong verdict to Meta stock investor
TheStreet4d agoneutral
Bank of America sends strong verdict to Meta stock investor

For five consecutive quarters, Meta Platforms did something that very few companies at its scale manage to pull off. It beat earnings expectations every single time, while simultaneously ramping one of the most aggressive AI spending programs in corporate history. The market rewarded both things. ...