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Tech stock news for the week of Aug. 10

Tech stock news for the week of Aug. 10

(Bloomberg) -- Microsoft Corp. is planning to “significantly” increase production of its next-generation AI chips, the Information reported.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Churn as Oil Advance Boosts Treasury Yields: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaBehind Bessent Moves, Wall Street Sees a Bond-Market AngstThe company has been

The consensus price target hints at a 78.7% upside potential for Archer Aviation (ACHR). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

The average of price targets set by Wall Street analysts indicates a potential upside of 25.7% in Ouster (OUST). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

The mean of analysts' price targets for Arista Networks (ANET) points to a 26.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

The shareholder-friendliness of these companies often floats under the radar.

Ouster's 56% revenue growth, Rev8 ramp and smart-infrastructure wins bolster its Physical AI story despite profitability and scaling risks.

ANET's estimates are rising as strong Q2 growth, AI and cloud demand and Arista 2.0 strategy bolster its prospects.

Airbnb CEO Brian Chesky gives his take on the future of AI.

Stock markets were little changed Monday, holding near record highs amid thin summer volumes, as investors awaited inflation data this week for more clues to the interest-rate outlook for the US economy.The AI sector that has recently underpinned the US stock market is increasingly reliant on debt to fund its massive investments, and would be penalised by higher interest rates, she added.

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

Seagate's AI-driven storage boom, faster HAMR adoption and strong cash flow fuel growth, but a higher valuation makes the risk-reward more balanced.

CHRD's earnings surge 259.8% as higher oil output and stronger oil and NGL realizations drive a 57.2% revenue gain.

(Corrects syntax error in headline) Aug 10 (Reuters) - Wall Street's main indexes opened little changed on Monday, as investors weighed developments in the Middle East that could influence the

Four Dividend Aristocrats were flagged as stealth growth plays a year ago, and the results cut sharply in two directions. See which names delivered and which stumbled, plus three fresh picks where the dividend coverage story is quietly getting stronger.

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

Ferguson Enterprises (FERG) reported higher-than-expected second-quarter results on Monday, while th

SERV resets its Uber relationship and 2026 outlook in Q2, cutting revenue guidance while prioritizing utilization, recurring revenues and direct access.

Tesla and SpaceX both have skin in the same Austin semiconductor fab, but their reasons for needing it could not be more different, and that gap quietly determines which company wins the next leg of the AI race.

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

American Airlines Group Inc. (NASDAQ:AAL) and easyJet plc (LON:EZJ) are facing the same industry-wide challenge: sharply higher fuel costs. Yet their latest earnings suggest they are responding in very different ways. American Airlines (NASDAQ:AAL) delivered record quarterly revenue as stronger pricing and premium demand offset part of the fuel shock, while easyJet’s (LON:EZJ) profits plunged […]

Barrick Mining (ABX.TO, B) reported second-quarter adjusted net earnings of $0.82 per basic share, c

Here is how Star Bulk Carriers (SBLK) and ZIM Integrated Shipping Services (ZIM) have performed compared to their sector so far this year.

Here is how Marathon Petroleum (MPC) and PBF Energy (PBF) have performed compared to their sector so far this year.

The manufacturing project will be carried out through a joint venture, with Sony holding about 60% and TSMC 40%.

Here is how Generac Holdings (GNRC) and Zebra Technologies (ZBRA) have performed compared to their sector so far this year.

Here is how General Dynamics (GD) and RTX (RTX) have performed compared to their sector so far this year.