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Italy’s Largest Bank Dumps BTC ETF for Staked Ethereum ETF
99bitcoins14d agoneutral
Italy’s Largest Bank Dumps BTC ETF for Staked Ethereum ETF

In Bitcoin ETF news today, Intesa Sanpaolo, Italy’s largest bank, filed its Q2 2026 Form 13F, the SEC’s mandatory quarterly disclosure of institutional long positions in US-listed securities, on August 4, and the numbers tell a sharp story. The bank slashed its BlackRock iShares Bitcoin Trust (IBIT) position by roughly ...

Lumen Technologies Q2 Earnings Call Highlights
MarketBeat14d agoneutral
Lumen Technologies Q2 Earnings Call Highlights

Lumen Technologies (NYSE:LUMN) reported second-quarter results that management said were in line with expectations, as the company continued to shift its business toward digital, strategic networking services and away from legacy offerings. Chief Executive Officer Kate Johnson said Lumen is positio

loanDepot Q2 Earnings Call Highlights
MarketBeat14d agoneutral
loanDepot Q2 Earnings Call Highlights

loanDepot (NYSE:LDI) reported improved second-quarter operating results as the mortgage lender expanded its home equity offering, increased purchase-market share and narrowed its adjusted net loss despite a higher-rate environment. Chief Executive Officer Anthony Hsieh said the company is pursuing

Leidos Q2 Earnings Call Highlights
MarketBeat14d agoneutral
Leidos Q2 Earnings Call Highlights

Leidos (NYSE:LDOS) reported second-quarter fiscal 2026 revenue growth of 7% year over year to a record $4.56 billion, supported by demand across defense, homeland security, intelligence and digital businesses. The company raised portions of its full-year outlook after reporting record second-quarter

Nvidia Stock Gets a SpaceX Boost as Chip Rival Stumbles
Barrons.com14d agoneutral
Nvidia Stock Gets a SpaceX Boost as Chip Rival Stumbles

Nvidia stock was gaining early Wednesday after the chip maker got a vote of confidence from Elon Musk’s SpaceX It might not be hurting that its chief artificial-intelligence processor rival Advanced Micro Devices looks set for a bad day. Nvidia shares were up 2.5% at $217.30 in the premarket. The move comes after SpaceX said it would exclusively use Nvidia AI chips.

Bloomberg14d agoneutral
US Ban on Chinese Optical Parts Hurts Hyperscalers, Report Says

(Bloomberg) -- A potential ban on the import of Chinese optical transceiver modules into the US would inflict collateral damage on US hyperscalers, exacerbating a supply bottleneck that no American firm can ease, research firm Counterpoint warned on Wednesday.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’

AI Infrastructure Backlog: How Dell, HPE, SMCI, and GE Vernova Are Positioned
Insider Monkey14d agoneutral
AI Infrastructure Backlog: How Dell, HPE, SMCI, and GE Vernova Are Positioned

Soaring AI infrastructure demand is fueling a major backlog buildup, with billions of dollars of orders accumulating across AI servers, data-center equipment, networking and power infrastructure. The AI infrastructure boom is creating a powerful second-order opportunity for companies supplying the servers, racks, cooling systems, power equipment and grid infrastructure required to build AI data centers. […]

Albemarle (ALB) Earnings Hopes Build, Is It Still 35% Below Fair Value?
Simply Wall St.14d agoneutral
Albemarle (ALB) Earnings Hopes Build, Is It Still 35% Below Fair Value?

Albemarle (ALB) is back in focus as analysts outline expectations for higher quarterly earnings and revenue, with the Energy Storage segment projected to contribute a large share of the anticipated growth. See our latest analysis for Albemarle. At a share price of $120.82, Albemarle’s recent 1-day and 7-day share price returns of 1.78% and 6.77% contrast with a 30-day share price decline of 10.87% and a 90-day share price decline of 37.27%. The 1-year total shareholder return of 79.42% sits...

US Stock Market Today: S&P 500 Futures Edge Higher As Rate Hike Risks Linger
Simply Wall St.14d agoneutral
US Stock Market Today: S&P 500 Futures Edge Higher As Rate Hike Risks Linger

The Morning Bull - US Market Morning Update Wednesday, Aug, 5 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up around 0.1%, as investors weigh stronger factory activity against the risk of higher borrowing costs. The ISM Manufacturing PMI jumped to 55.6 in July, its best reading since May 2022, which signals factories are busier, hiring is improving and cost pressures are easing. At the same time, the 10 year Treasury yield sits near 4.69%, which keeps...

Micron (MU) Teams Up With Liqid And Microchip On AI Memory And Storage
Simply Wall St.14d agoneutral
Micron (MU) Teams Up With Liqid And Microchip On AI Memory And Storage

Micron Technology and Liqid are working together on a memory centric AI platform for the U.S. Department of Energy’s Pacific Northwest National Laboratory. Micron Technology is supplying memory to support a large shared pool tailored for scientific and AI workloads. Micron Technology and Microchip Technology have shown a next generation PCIe Gen 6 storage architecture for high performance data center use. Micron Technology, traded as NasdaqGS:MU, is adding new real world projects to its AI...