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(Bloomberg) -- Artificial intelligence’s tremendous hunger for electricity is already well known. What’s less familiar is how the rapid fluctuations in data centers’ appetites can break essential equipment at the facilities.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’s $101 Bi

At $534.24, Applied Materials (NASDAQ:AMAT) sits at a decision point heading into the August 13 earnings report. The stock has staged one of the sharpest recoveries in large-cap semis this year, and the earnings report will decide whether the next leg is toward $600 or back into the low $400s. Applied Materials is the largest ... What Determines Applied Materials’ Resilience on Aug 13 Earnings

Revenue rose 37.7% to $3.04 billion as gross margin fell to 63.4% from 65.6%

Applied Materials has surged 22% off its July lows, yet still sits nearly $200 below its recent peak with a binary earnings event days away that could either justify the bulls or hand the bears their moment.

Applied Materials just handed investors a brutal one-month loss, yet one prominent Wall Street analyst sees the selloff as a setup for gains that would dwarf the broader market. The reasoning behind that call challenges everything the bears are pricing in right now.

VNQ's 0.13% expense ratio looks like a bargain until you see what the IRS quietly collects every quarter, and it has nothing to do with management fees.

A Tuesday phone call ended 26 years of steady paychecks, and now a severance check sits on the kitchen table with no real retirement plan behind it. Four income ETFs can turn that lump sum into monthly cash flow, but each one comes with trade-offs that could quietly erode what you worked decades to build.

Eli Lilly and Company will release its second-quarter earnings report before the opening bell on Wednesday, Aug. 5. Analysts expect the company to report quarterly earnings of $6.58 per share, up from $6.31 per share in the year-ago period. The...

SpaceX’s lockup expiration threatens to more than double its public float.

ZIM Integrated Shipping Services stock has posted a very strong 220.1% return over the past three years, yet the valuation checks send mixed signals. The Discounted Cash Flow (DCF) intrinsic value estimate points to meaningful upside compared to the current price, while market based multiples and a low overall value score suggest the shares are not straightforwardly cheap. Over the past three years the stock has returned 220.1%, which puts extra focus on whether recent gains already reflect...

Alphabet's spending plan boost is great news for several companies.

SVOL's 20% monthly yield sounds like a dream until you look at what the fund quietly hands back to investors, who is already running for the exits, and what happens to your principal when volatility decides to wake up.

News (NASDAQ:NWS) reported record fourth-quarter profitability for fiscal 2026, with revenue rising 11% year over year to $2.3 billion and total segment EBITDA increasing 31% to $423 million. Net income from continuing operations climbed 167% to $230 million, while reported earnings per share rose t

Everspin Tech (NASDAQ:MRAM) reported record second-quarter revenue as growth in MRAM product sales and initial revenue from a new U.S. defense-related subcontract lifted results above the company’s guidance range. For the quarter ended June 30, 2026, Everspin posted revenue of $18.7 million, up 42%

MercadoLibre (NASDAQ:MELI) reported second-quarter 2026 net revenue of more than $10 billion for the first time, representing 50% year-over-year growth, while the company continued to emphasize investments in commerce, fintech, logistics and artificial intelligence over near-term margin expansion.

Most Asian markets sank on Thursday with tech firms back under pressure after a four-day rebound amid lingering AI worries, while oil rose even as Iran said it was finalising a deal with Oman over the Strait of Hormuz.Easing tensions in the Middle East and comments from Washington about a US-Iran deal to reopen the Strait of Hormuz have also helped equities this week by pushing oil prices down and tempering inflation and rate hike concerns.

(Bloomberg) -- DeepSeek plans to implement a significant price increase across its AI services, an unusual shift from the Chinese tech sector that has put pressure on US competitors with its aggressive pricing.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’s $101 Billion Unlock H

Moby summary of Phillips 66's Q2 2026 earnings call

Vast, a Chinese artificial-intelligence unicorn backed by technology titans Alibaba and Baidu, is in talks with investors to get fresh capital, people familiar with the matter say.

AGNC tells investors what it is worth every quarter, so you know exactly how much of a premium you are paying.

Wall Street hit a milestone on Aug. 4 that would normally silence the skeptics. The S&P 500 closed at a record high for the first time since June, and the Nasdaq Composite followed. Both were powered by stronger-than-expected corporate earnings and falling oil prices tied to hopes the Strait of ...

Although the revenue and EPS for MercadoLibre (MELI) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

The Food and Drug Administration approved Moderna’s mRNA-based flu vaccine for adults ages 50 and older, clearing the first shot of its kind after a review process that nearly collapsed in February. The vaccine, called mFlusiva, uses the same mRNA technology as Moderna’s Covid-19 shots. It could reach pharmacies in time for the coming flu season, which typically starts in the fall.

<p>EWJ is up 18.5% this year, outperforming both the U.S. and international stocks broadly. </p>

A leveraged ETF promising twice NVIDIA's daily returns is somehow trailing the stock it tracks, yet a single $100 bet placed five years ago ballooned into something extraordinary. The math behind that contradiction will change how you think about leverage forever.

Moby summary of Eli Lilly and Company's Q2 2026 earnings call

Okta stock has delivered strong gains over the last three years, yet the current checks point to shares that do not screen as a clear bargain and sit near the intrinsic value estimate from a Discounted Cash Flow (DCF) model, while market multiples lean toward an expensive read. Okta has returned 110.2% over the past three years, which puts recent enthusiasm for the stock front and center in any valuation discussion. Expectations for continued adoption of Okta's identity and access management...

FireMon integration puts Palo Alto Networks stock back in focus FireMon’s completed integration with Palo Alto Networks (PANW) Strata Cloud Manager gives investors a fresh product-related data point to consider. It links policy intelligence directly into Palo Alto Networks cloud-managed security environments. See our latest analysis for Palo Alto Networks. Palo Alto Networks shares closed at US$362.66 on 5 August, with a 7 day share price return of 15.44% and a 90 day share price return of...

PayPal Holdings is coming off a sharp five year share price decline of about 78.9%, yet the stock now screens as undervalued on several valuation checks, which raises questions about whether the current price is still baking in too much pessimism. Over the past five years the stock has declined about 78.9%, which means a lot of optimism has already been priced out by the market. Progress on PayPal's multi year turnaround and cost efficiency plans can support the investment case. However,...

CDW (CDW) stock is reacting to a busy August 5 update that combined record second quarter results, a new quarterly dividend declaration, restructuring charges and the planned 2027 retirement of long-serving chief financial officer Albert J. Miralles. See our latest analysis for CDW. The sharp 1 day share price decline of 9.03% following CDW's earnings, dividend and CFO retirement update comes after a 90 day share price return of 27.13%, while the 1 year total shareholder return is down 13.72%...