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Trolls hijack SpaceX's biggest investor event
TheStreet8d agoneutral
Trolls hijack SpaceX's biggest investor event

SpaceX (Nasdaq: SPCX) made its public-market debut on June 12, 2026, after pricing shares at $135 in what became the largest initial public offering in history. Shares surged as high as $225.64 during their first session before closing at $184. Less than two months later, Elon Musk’s space ...

MercadoLibre (MELI) Just Broke $10B, So Why Did Shares Sink?
Insider Monkey8d agoneutral
MercadoLibre (MELI) Just Broke $10B, So Why Did Shares Sink?

MercadoLibre (NASDAQ:MELI) delivered something it had never done before on August 5: quarterly revenue topped $10 billion. Net revenue and financial income jumped 50% year over year to $10.2 billion, the fastest pace of growth in four years and the 30th straight quarter above 30% growth. Yet the stock fell as much as 8% on […]

What Does Alibaba (BABA) Qwen Royalty Model Mean For Its AI Business?
Simply Wall St.8d agoneutral
What Does Alibaba (BABA) Qwen Royalty Model Mean For Its AI Business?

Alibaba Group Holding (NYSE:BABA) plans to introduce a revenue-sharing model for commercial users of its upcoming Qwen3.8-Max open-source AI model. The company aims to monetize open-weight AI deployments through royalties paid by businesses that use Qwen3.8-Max in commercial products and services. This move makes Alibaba the first Chinese AI lab to formally tie open-weight model usage to a royalty-based revenue framework. As large language models start to reshape how software and services...

USA Rare Earth (USAR) Is Up 21.9% After Securing CHIPS Funds And Serra Verde Deal - What's Changed
Simply Wall St.8d agoneutral
USA Rare Earth (USAR) Is Up 21.9% After Securing CHIPS Funds And Serra Verde Deal - What's Changed

USA Rare Earth has reported its Q2 2026 results, confirming definitive agreements with the U.S. Department of Commerce that unlock up to US$1.60 billion in CHIPS Act funding, alongside a deal to acquire Serra Verde Group and plans for a second U.S. magnet manufacturing facility in Blacksburg, South Carolina. Together, the CHIPS Act funding, Serra Verde acquisition and new U.S. facility materially advance USA Rare Earth’s goal of an integrated, ex‑China rare earths and magnet supply...

Applied Digital (APLD) Stock Looks Overvalued Despite 294% Returns And AI Growth
Simply Wall St.8d agoneutral
Applied Digital (APLD) Stock Looks Overvalued Despite 294% Returns And AI Growth

Applied Digital stock has delivered a very strong 3 year return, yet the current checks suggest it is not priced like a clear bargain. This puts the recent share performance under the spotlight for valuation focused investors. Over the last 3 years, Applied Digital has returned about 294%, which puts recent short term pullbacks in the context of a much longer period of strong gains. The shift toward AI and high performance computing infrastructure, along with the build out of large scale...

Klarna Group (KLAR) Following J.P. Morgan Payments Tie Up Faces A Valuation Split
Simply Wall St.8d agoneutral
Klarna Group (KLAR) Following J.P. Morgan Payments Tie Up Faces A Valuation Split

Klarna Group (KLAR) is back in focus after announcing its first integration with J.P. Morgan Payments in the U.S. The update lets Commerce Platform merchants add Klarna’s flexible checkout options without extra technical work. See our latest analysis for Klarna Group. The J.P. Morgan Payments integration lands after a run of mixed share price returns for Klarna Group. The stock’s 90 day share price return of 38.85% contrasts with a share price return that is down 31.33% year to date, which...

Netflix (NFLX) Wraps Upfront Ad Sales With Commitments Nearly Doubling
Simply Wall St.8d agoneutral
Netflix (NFLX) Wraps Upfront Ad Sales With Commitments Nearly Doubling

Netflix (NasdaqGS:NFLX) has completed its 2026-27 TV upfront ad sales, with advertising commitments nearly doubling year over year. The company described this as a significant jump in ad commitments, which supports its push to grow advertising as a key revenue stream. Management has linked this progress to Netflix's previously stated goal of reaching about US$3b in annual ad revenue by 2026. Growing interest in ad supported models across streaming is part of a wider income focused trend...

Is FedEx (FDX) Undervalued As Trailer Loading Automation Starts At Its Hagerstown Hub?
Simply Wall St.8d agoneutral
Is FedEx (FDX) Undervalued As Trailer Loading Automation Starts At Its Hagerstown Hub?

FedEx (FDX) has started using Dexterity's dual armed Mech trailer loading systems at its Hagerstown Hub in Maryland, automating part of its trailer loading work and potentially reshaping how investors view the company’s long term logistics efficiency. See our latest analysis for FedEx. FedEx shares have climbed in recent sessions, with a 7 day share price return of 5.12% and a year to date share price return of 10.90%. The 1 year total shareholder return of 83.23% and 5 year total shareholder...

Fluent Q2 Earnings Call Highlights
MarketBeat8d agoneutral
Fluent Q2 Earnings Call Highlights

Fluent (NASDAQ:FLNT) reported second-quarter 2026 revenue growth as its Commerce Media Solutions business expanded sharply and became a larger share of the company’s overall mix. Management said the quarter marked a milestone in the company’s strategic shift toward commerce media, while maintaining

Fastly Conference: Security Expansion and AI Demand Fuel Growth Momentum
MarketBeat8d agoneutral
Fastly Conference: Security Expansion and AI Demand Fuel Growth Momentum

Fastly (NASDAQ:FSLY) executives outlined the company’s efforts to broaden its security portfolio, improve go-to-market execution and capitalize on demand related to artificial intelligence at KeyBanc Capital Markets’ Technology Leadership Forum. Rich Wong, Fastly’s chief financial officer, said the

Cathie Wood has strong words about Cloudflare's earnings call
TheStreet8d agoneutral
Cathie Wood has strong words about Cloudflare's earnings call

Cathie Wood, the founder of investment firm Ark Invest, has flagged what she sees as a blind spot in how Wall Street is covering Cloudflare, a major internet infrastructure company. Writing on X on August 9, Wood said she found it striking that Cloudflare's latest earnings call included no ...