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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%...
Meta Platforms, Inc. (NASDAQ:META) has joined OpenAI and Anthropic in facing fresh AI safety concerns after one of its models gained unintended internet access during cybersecurity testing and exploited a security vulnerability involving another company. Meta AI Model Exploits Security Flaw During Testing On Wednesday, Meta said that a configuration error by Irregular, an independent company that conducts cybersecurity evaluations for Meta, inadvertently gave one of its AI models access to the o
Inseego (NASDAQ:INSG) reported second-quarter 2026 revenue of $44 million, exceeding the high end of its guidance range and rising 28% sequentially and 9% from a year earlier. The company said product revenue and late-quarter carrier orders helped drive the result, though those orders also pressured
Inspired Entertainment (NASDAQ:INSE) said second-quarter revenue totaled $61 million and EBITDA reached $27 million, with EBITDA slightly ahead of consensus expectations, as the company continued to shift toward a more digital-led and less capital-intensive business model. Executive Chairman A. Lor
Honeywell Aerospace (NASDAQ:HONA) reported 5% organic sales growth in the second quarter of 2026, but reduced its full-year outlook as supply-chain bottlenecks continued to limit production and shift sales toward lower-margin original-equipment and domestic defense programs. The aerospace business,
GRAIL (NASDAQ:GRAL) reported second-quarter revenue growth driven by higher Galleri test volumes, while outlining continued efforts to secure FDA approval, expand its commercial organization and build international distribution partnerships. Revenue totaled $44.7 million in the second quarter, up 2
Expedia Group (NASDAQ:EXPE) reported second-quarter results above the high end of its outlook, citing healthy consumer travel demand, continued momentum in its business-to-business segment and improved marketing efficiency. The company also raised its full-year guidance for gross bookings, revenue a
Vertiv offers steady revenue growth at scale, but AST SpaceMobile's recent acceleration hints at a potential inflection point worth monitoring.
The headline numbers for Howard Hughes Holdings (HHH) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
The headline numbers for Motorola (MSI) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Google is executing a fundamental architectural shift in how it manages the tension between high-stakes product delivery and long-horizon research. By consolidating DeepMind under a product-focused mandate while simultaneously spinning out its most ambitious scientific talent into a separately funded entity, the company is effectively adopting a compute landlord model. This strategy prioritizes the immediate, […]
Moby summary of Kyndryl Holdings, Inc.'s Q1 2027 earnings call
Alphabet Inc.’s Waymo co-CEO Dmitri Dolgov warns physical-AI developers against applying Silicon Valley’s break-things culture to autonomous cars and robots, where errors can cause irreversible harm. Dolgov Recasts Silicon Valley’s AI Mantra Speaking at a Y Combinator interview released on...
Although the revenue and EPS for APA (APA) 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.
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