ImmunityBio stock has delivered a very strong 321.9% return over the past three years, yet current valuation checks and recent price weakness raise questions about how much of the recent progress is already reflected in the share price. Over the last three years, ImmunityBio has returned 321.9%, which puts recent short term pullbacks into the context of a very strong multi year run. Approval for ANKTIVA in the UAE and growing commercial traction can support higher revenue expectations, while...
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The Morning Bull - US Market Morning Update Friday, Aug, 7 2026 US stock futures are slightly higher this morning, with E mini S&P 500 contracts up about 0.2%, as investors weigh strong services activity against softer hiring and shifting interest rate expectations. The composite PMI for July sits at 54.5, which is a broad scorecard showing private sector growth at a nine month high. However, input costs are at a 14 month high, so the cost of doing business is still rising. At the same time,...
TransDigm Group (NYSE: TDG) announced the acquisition of alloy materials supplier Prince & Izant, expanding its aerospace and defense product portfolio. The company also appointed Irina Krasik to its Board of Directors, adding experience in mergers, acquisitions, and investment strategy. These moves highlight TransDigm Group's continued use of M&A and board expertise to shape its product mix and capital allocation priorities. This company is far from the only one tied to this theme of...
Meta Platforms (META) has been ordered by a New Mexico judge to pay $567 million into an abatement f
The company will take a 49% stake in Zankore, targeting AI-driven data centre growth across Southeast Asia.
SNDR, NESR and BE made it to the Zacks Rank #1 (Strong Buy) growth stocks list on August 7th, 2026.

<body><p>STORY: :: Stephen Nellis, Technology Correspondent</p><p>So why might Alibaba, the Chinese tech giant that's taken the world by storm, by offering a free download of its cutting edge AI, want to start charging money just like its rivals in the United States? </p><p>:: San Francisco, California / August 6, 2026</p><p>Like all major AI companies, Alibaba spends a ton of money training and developing its AI models. So like all companies, Alibaba wants to recoup some of that cost. Now they've always charged money if you want to buy it directly from Ali Cloud, but if you wanted to run it in your own data center, you could do that without necessarily paying Alibaba. That might change as soon as next week. </p><p>The U.S. labs are largely what's called closed source. That means you can only really access their models by going directly to them and paying them to get it from their data centers. Now, companies like Alibaba offer it on that basis too, but you can also download the model and run it in your own data center without necessarily having to pay them. That is changing. A few weeks ago, Moonshot, the creator of the Kimi K3 model, put out a model that you can run in your own data center. But if you make more than $20 million a year, you need to work at a commercial agreement with them that we understand from our sources involves sharing quite a bit of your revenue. We understand from those same sources that Alibaba is poised to do the same thing as soon as next week. </p><p>One of the questions this raises is whether this new strategy from the Chinese AI companies is trouble for U.S. companies like OpenAI. In the short term, probably so. These Chinese companies have been able to offer extremely competitive technology in terms of what the models can do at a much lower price, sometimes at about a third of the price of US models. However, these models are still very expensive to operate. So over the long term, most of the sources in the AI community think that these prices will start to come closer together and it'll be a much more vigorous competition between the two countries and the labs in each. </p></body>
Applied Optoelectronics beat Q2 expectations, triggering a rise in its shares and those of peers.
Walt Disney Company stock has underperformed the broader market over the past year, but analysts remain highly bullish about its prospects.
Elon Musk says his Terafab chip factory will become Earth's most valuable building, spanning 9 million square meters.
CoreWeave is the leading neocloud provider, while IREN is an emerging player in the space.
Aug 7 (Reuters) - Global equity funds recorded inflows for an 11th consecutive week, as optimism about a strong earnings season and cooling crude oil prices boosted investors' appetite for risk assets
SpaceX turned in a solid quarter, but headwinds remain.
Honeywell International stock has delivered a sharp decline of about 38.5% year to date, even though it still shows a gain over the past year, which leaves investors weighing whether the recent weakness lines up with what the valuation checks are saying. The share price is down roughly 38.5% year to date, which suggests sentiment has cooled sharply despite a 15.0% return over the past year. Recent moves to focus on pure-play automation and the separation of the aerospace business can support...
D-Wave Quantum stock has delivered a very large 3 year return, but its valuation checks lean expensive, which raises questions about how much of the recent quantum computing progress and commercial traction is already reflected in the price. Over the past 3 years, D-Wave Quantum has returned roughly 12x, which sets a high bar for any further upside from here. Recent research on a high fidelity two qubit gate and expanded enterprise work with AT&T and Nasdaq Verafin can support high growth...
NANO Nuclear Energy (NasdaqCM:NNE) has been selected by AFWERX for a Department of the Air Force Small Business Innovation Research Phase I contract. The contract supports development of the company’s KRONOS MMR™ Energy System for potential national defense applications. The AFWERX award marks a key milestone for NANO Nuclear Energy, with the project focused on microreactor based energy solutions for the Air Force. For broader context around this news, consider reviewing other nuclear...
Price targets for News Corp. have been revised in both directions, with the updated model lifting fair value from US$35.18 to US$36.68, roughly a 4.3% change. Analysts are split, with some raising targets on stronger conviction in the story and others trimming expectations, which reflects a more debated view of risk and reward at current levels. As you read on, you will see how this evolving narrative could shape the way you track News Corp. from here. Analyst Price Targets don't always...
Energy Transfer LP recently reported its second-quarter 2026 results, with sales rising to US$34.33 billion and net income to US$2.09 billion, alongside higher earnings per unit. The partnership also increased its quarterly cash distribution to US$0.34 per common unit for the quarter ended June 30, 2026, highlighting a focus on returning more cash to unitholders as volumes and profitability improved. Next, we’ll examine how these strong earnings and the raised full-year outlook may influence...
Archer Aviation stock is trying to rebuild investor confidence after a multi year share price decline, yet its current valuation checks and recent news on its electric aircraft and AI safety tools point to a more mixed picture than a simple bargain call. Over the past 5 years, Archer Aviation has delivered a decline of about 47%, which keeps expectations in check even as interest in electric air taxis and aviation AI grows. Progress on the Midnight aircraft’s piloted city to city flights and...
Alibaba Group Holding (NYSE:BABA) is back in the spotlight after Rosen Law Firm filed a class action lawsuit covering investors who bought the stock between June 26, 2025 and June 24, 2026. See our latest analysis for Alibaba Group Holding. Recent AI announcements, including the Qwen3.8 Max model and reports of potential automotive use cases, have helped Alibaba Group Holding’s 30 day share price return reach 29.21%. However, the year to date share price return remains down 18.58% and the 5...
PENN Entertainment (NASDAQ:PENN) reported record second-quarter retail revenue and raised its full-year outlook for the segment, while management said its interactive business continued to narrow losses through lower marketing spending, cost efficiencies and growth in online casino operations. Chie
Palladyne AI (NASDAQ:PDYN) reported second-quarter revenue of $5.8 million, a company record that rose 63% sequentially and 470% from a year earlier, as it cited growth across its precision manufacturing, avionics, engineering services and AI development activities. The company reaffirmed its 2026
Ouster (NASDAQ:OUST) reported second-quarter revenue of $55 million, up approximately 56% from a year earlier, as demand from industrial and smart-infrastructure customers helped the lidar and perception technology company ship a record number of sensors. Chief Executive Officer Angus Pacala said t
Jane Street is reportedly seeking to refinance roughly $11 billion of debt through a private credit deal involving investors including PIMCO, which could support further investment in artificial intelligence (AI) infrastructure. Private Credit Deal Could Fuel AI Expansion The trading...
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Quantinuum and Infleqtion report earnings next week, giving investors their first major look at two of the newest public quantum-computing companies. Here’s what their charts suggest comes next.
Cooper Cos. could get a pop from the sale of a surgical unit. What two activists are up to in the stock.
World shares were mixed Friday after a modest retreat on Wall Street, while the price of Brent crude gained more than 1%. In early European trading, Germany's DAX rose 0.4% to 26,253.77, while the CAC 40 in Paris edged 0.2% higher to 8,715.47. Selling of computer chipmakers and other stocks linked to the boom in artificial intelligence appeared to taper off a bit as Tokyo's Nikkei 225 lost 0.1% to 65,606.71.
Retail sentiment toward both stocks improved to ‘bullish,’ but RKLB leads in watcher growth and share-price performance.
Investors should always break down Rivian's gross profit into two segments, and its automotive segment has much upside in the near term as the EV maker adds a second R2 production shift and improves scale.