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Sony, TSMC to spend $6.3 billion to jointly make image sensors, Nikkei says
Reuters10d agoneutral
Sony, TSMC to spend $6.3 billion to jointly make image sensors, Nikkei says

Sony Group and Taiwan's TSMC plan to spend around ‌1 trillion yen ($6.32 billion) to jointly ‌make next-generation microchips used in image sensors, the Nikkei ​business daily said on Monday. A joint venture owned about 60% by Sony and 40% by TSMC will start commercial production as early ‌as 2029 in ⁠southern Japan's Kumamoto prefecture, the paper said. The two tech giants said ⁠in May they planned to form a joint venture in Japan to develop and ​manufacture next-generation ​image sensors, combining ​Sony's sensor design expertise ‌with TSMC's manufacturing and process technology strengths.

Starlink 'Unbelievable Juggernaut Cash Machine,' Says VC David Friedberg; SpaceX CEO Elon Musk Responds With $1 Trillion+ Annual Revenue Projection
Benzinga10d agoneutral
Starlink 'Unbelievable Juggernaut Cash Machine,' Says VC David Friedberg; SpaceX CEO Elon Musk Responds With $1 Trillion+ Annual Revenue Projection

Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk believes Starlink could become a massive business, with AI and robotics driving bandwidth demand and potentially pushing annual revenue above $1 trillion. Starlink Could Become a Cash Machine Earlier this week, former Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) executive and venture capitalist David Friedberg made a bullish case on the latest episode of the All-In podcast, citing Starlink’s rapid subscriber growth and strong financi

5 Revealing Analyst Questions From Colgate-Palmolive’s Q2 Earnings Call
StockStory10d agoneutral
5 Revealing Analyst Questions From Colgate-Palmolive’s Q2 Earnings Call

Colgate-Palmolive’s second quarter results were met with a cautious market response, as the company’s revenue matched Wall Street’s expectations while non-GAAP profit modestly exceeded consensus. Management attributed the quarter’s performance to continued strength in emerging markets, particularly in India, Brazil, Mexico, and China, as well as resilience in the Hill’s pet nutrition business. However, operating margin contraction and flat sales volumes reflected persistent competitive pressures

Explainer-What is Unitree and why are China’s humanoid robot makers racing to list?
Reuters10d agoneutral
Explainer-What is Unitree and why are China’s humanoid robot makers racing to list?

Chinese robot maker Unitree has priced its Shanghai initial public offering at 150.8 yuan per share, with subscriptions to start on ‌Monday, as it seeks to raise 6.1 billion yuan ($904 million) in a deal that ‌would see it become the first mainland-listed humanoid robot manufacturer. Below are some facts about Unitree, and why it is leading ​several Chinese robotics companies towards public listings. WHAT IS UNITREE?

Restaurant Brands' stock jumps as star franchise beats Wendy's
TheStreet10d agobullish
Restaurant Brands' stock jumps as star franchise beats Wendy's

Burger King is back in second place. The chain has passed Wendy's to become the second-largest US burger brand by systemwide sales, a spot it lost six years ago. McDonald's still holds first place by a wide margin. The change showed up in the latest earnings from parent company Restaurant ...

Why Is Wheaton Precious Metals (TSX:WPM) Raising Its Dividend By 18%?
Simply Wall St.10d agoneutral
Why Is Wheaton Precious Metals (TSX:WPM) Raising Its Dividend By 18%?

Wheaton Precious Metals (TSX:WPM) announced an 18% increase in its quarterly dividend alongside its Q2 results. The company reported strong Q2 2026 sales and net income figures compared with the same quarter a year earlier. Management linked the higher dividend to confidence in Wheaton Precious Metals cash generation and business outlook. The Q2 performance highlighted the continued impact of Wheaton Precious Metals streaming model on its financial results. For investors watching how...

Barrick Mining (TSX:ABX) Could Be 7% Undervalued As Leadership Changes Draw Focus
Simply Wall St.10d agoneutral
Barrick Mining (TSX:ABX) Could Be 7% Undervalued As Leadership Changes Draw Focus

Barrick Mining (TSX:ABX) has drawn fresh investor attention after appointing Sarah Ball Teslik as Chief Corporate Affairs Officer and Daniel Wilner as Senior Vice President, Corporate Affairs and Capital Markets on 7 August 2026. See our latest analysis for Barrick Mining. Barrick Mining shares have reacted strongly to the recent executive changes and plans to float North American mines, with a 7 day share price return of 18.48% and a 1 year total shareholder return of 93.52%. This suggests...

HWM Q2 Deep Dive: Aerospace and Gas Turbine Demand Drive Upward Guidance
StockStory10d agoneutral
HWM Q2 Deep Dive: Aerospace and Gas Turbine Demand Drive Upward Guidance

Aerospace and defense company Howmet (NYSE:HWM) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 24.1% year on year to $2.55 billion. On top of that, next quarter’s revenue guidance ($2.58 billion at the midpoint) was surprisingly good and 4.1% above what analysts were expecting. Its non-GAAP profit of $1.33 per share was 6.7% above analysts’ consensus estimates.

Atlassian just flipped Wall Street’s AI fear on its head
TheStreet10d agoneutral
Atlassian just flipped Wall Street’s AI fear on its head

For much of the last two years, Wall Street’s primary concern about enterprise software has been the commoditization of workplace applications by artificial intelligence. If AI assistants can write code, summarize meetings, manage projects and automate procedures, why would organizations pay high ...

Does Barrick (TSX:ABX) Strengthen Its Investment Case With New Corporate Affairs Leadership?
Simply Wall St.10d agoneutral
Does Barrick (TSX:ABX) Strengthen Its Investment Case With New Corporate Affairs Leadership?

Barrick Mining recently appointed Sarah Ball Teslik as Chief Corporate Affairs Officer and Daniel Wilner as Senior Vice President, Corporate Affairs and Capital Markets, strengthening its communications and investor relations capabilities during a period of corporate transition that includes a new CEO and a planned New York flotation of its North American mines. These hires bring deep experience in governance, investor engagement, and capital markets at a time when Barrick is converting...

Why Is Berkshire Hathaway (BRK.B) Deploying Cash More Aggressively Under Greg Abel?
Simply Wall St.10d agoneutral
Why Is Berkshire Hathaway (BRK.B) Deploying Cash More Aggressively Under Greg Abel?

Berkshire Hathaway (NYSE:BRK.B) under new CEO Greg Abel carried out its largest quarterly share repurchase since 2021, alongside major new equity investments. The company used a sizable portion of its cash reserves for substantial buybacks and fresh positions in stocks such as Alphabet. This capital deployment marks a clear shift from Berkshire Hathaway's prior pattern of net selling and more cautious use of cash. For readers looking to compare Berkshire Hathaway's capital decisions with...

Barrick Mining (B) Rallies As Low P E Keeps Valuation In Focus
Simply Wall St.10d agobullish
Barrick Mining (B) Rallies As Low P E Keeps Valuation In Focus

Recent share performance puts Barrick Mining in focus Barrick Mining (NYSE:B) has moved sharply in recent sessions, with the stock up about 5.6% over the past day and close to 19% over the past month, drawing fresh investor attention. See our latest analysis for Barrick Mining. The recent 7 day share price return of 18.9% for Barrick Mining comes after a weaker 90 day share price return that declined 7.1%. However, the 1 year total shareholder return of 90.7% and 3 year total shareholder...

DDOG Q2 Deep Dive: Market Reacts Negatively Despite Accelerating Core Growth and AI Momentum
StockStory10d agoneutral
DDOG Q2 Deep Dive: Market Reacts Negatively Despite Accelerating Core Growth and AI Momentum

Cloud monitoring platform Datadog (NASDAQ:DDOG) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 35.6% year on year to $1.12 billion. Guidance for next quarter’s revenue was optimistic at $1.14 billion at the midpoint, 2.9% above analysts’ estimates. Its non-GAAP profit of $0.65 per share was 11.4% above analysts’ consensus estimates.

Bloomberg10d agoneutral
Tencent AI Spending Key After Magnificent 7 Rout

(Bloomberg) -- Tencent Holdings Ltd.’s spending plans will draw investor scrutiny as investors cool on lavish outlays on artificial intelligence.Most Read from BloombergTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Iran Says Hormuz Deal Close But Its Conditions Must Be MetOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300China Unleashes $28 Trillion Capital Markets to Challenge US in AILast month, the