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Nebius (NASDAQ: NBIS), the Nvidia-powered AI cloud provider spun out of Russian internet giant Yandex and now headquartered in Amsterdam, is the direct vehicle for Burry’s trade. Nvidia itself remains the dominant hardware supplier underpinning the AI cloud boom, and any meaningful deceleration in infrastructure spending at companies like Nebius would weigh on GPU demand across the sector.
Grocery Outlet beats Q2 estimates and raises key 2026 targets as comparable-store sales and basket trends improve sequentially.
Applied Materials shares rise as AI boom fuels high-stakes earnings showdown
Five Dividend Aristocrats just crushed Q2 earnings and raised their guidance, but the window to buy them at current prices may close before September arrives.
The AI cloud company posted $582 million in revenue for the second quarter, well ahead of Wall Street's estimate of $570 million
Intuitive Machines’ second-quarter revenue grows more than 300% but that’s not enough to please Wall Street.
Investing.com - U.S. stock index futures pointed higher on Thursday, as investors digested fresh corporate earnings and deal news while continuing to assess the outlook for inflation and interest rates.
JD. com (NASDAQ:JD) shares fell around 2% in U.
A Minnesota man with insider access to his brother's company turned a modest retirement account into a fortune that federal tax law may never touch, and the same legal framework sits open to every American with a Roth IRA.
The networking company posted $17.25 billion in quarterly revenue and guided well above Wall Street expectations for the year ahead
JD.com reported better-than-expected results in the second quarter as the Chinese e-commerce titan made steady progress in narrowing losses at its food-delivery business.
Investing.com -- JD.com shares dipped more than 1% in U.S. premarket trading Thursday as a year-over-year decline in revenue overshadowed the Chinese e-commerce giant’s beat on both quarterly earnings and revenue estimates.
IBM (NYSE:IBM) announced a strategic partnership with OpenAI on August 13, 2026, aimed at bringing advanced artificial intelligence models and products into IBM Consulting’s enterprise AI delivery platform. The collaboration will target large-scale deployments across industries including financial services, government, telecommunications and retail, with GPT-5.
JD.com Inc. reported better-than-expected quarterly profit as its food delivery battle with Alibaba Group Holding Ltd. and Meituan cooled down amid regulatory curbs.
Morningstar analysts, however, said Nebius’ high valuation may hold, but a slowdown in AI spending could hinder its ability to attract new capital and sustain growth.
U. S. stock futures moved modestly higher on Thursday as investors looked ahead to another important inflation reading while assessing a fresh round of technology earnings.
Since SpaceX went public in June, Wall Street had been dreading Aug. 6, when the first lockup preventing early investors from selling the stock expired and millions of shares were set to flood the market.
Atlassian (TEAM) has just reported quarterly results that exceeded analyst expectations, paired with strong guidance that leans heavily on the adoption of its Rovo AI platform and the new Code Context capability. See our latest analysis for Atlassian. Atlassian’s earnings beat and strong Rovo AI narrative have coincided with sharp recent momentum, with a 30 day share price return of 61.44% and a 90 day share price return of 91.99%, even though the 1 year total shareholder return is down...
Vanguard's own 10-year forecast for U.S. stocks is 4.2% to 6.2% a year. The record behind numbers like that is worth seeing whole.
Nebius and CoreWeave led Nasdaq gains as AI demand and soft inflation lifted markets. Here are the full numbers.
Shares of Lenovo Group Ltd surged after the Chinese computer maker reported a 43% increase in quarterly revenue, beating analyst estimates by a wide margin and reinforcing optimism around AI-driven demand.
The company's bulls believe this may be the start of a sustained run.
Adyen, the Dutch firm that handles payments for Spotify and Microsoft, raised its annual revenue growth forecast on Thursday as it continued to win more customers and invest in its payments technology. Adyen now expects net revenue to grow between 21% and 23% in 2026, compared with a previous range of 20% to 22%. Half-year adjusted core earnings reached €641.5 million, against analysts' estimate of €647.2 million, reflecting higher costs from its recent acquisitions.
Enovix Corp (ENVX) reports fifth consecutive quarter of revenue growth, with Smart Eyewear orders jumping nine-fold and drone/defense pipeline expanding to $180 million.
Anthropic is in talks to buy Nvidia-backed startup Decart AI, according to a source familiar with the matter, as the Claude maker explores acquisitions that could help it handle growing demand ahead of its public listing. Bloomberg News, which first reported the news on Wednesday, said a deal could be worth about $6 billion, citing sources. • Decart, which develops AI infrastructure and optimization technology as well as its own AI models, could help Anthropic absorb more demand, the source said.
Anthropic PBC is in talks to buy the artificial intelligence startup Decart AI for about $6 billion, according to people familiar with the matter.
Strong first-half performance driven by Aboitiz Power and Union Bank, offsetting food and real estate headwinds.
BeOne Medicines Ltd (ONC) delivers robust Q2 2026 results with record BRUKINSA sales, raises full-year guidance, and advances a promising oncology pipeline.
(Bloomberg) -- South Korean stocks climbed, putting the benchmark index on track to enter a technical bull market, as a global rebound in the AI trade fueled a rapid reversal from last month’s historic rout. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Seeks Immediate Halt to Judge’s Penalties in IRS CaseTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostWalter Sells Lakers, Seeks Cash to Pay Loans Amid DOJ ProbeIran Takes More
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