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Caterpillar is benefiting from demand for power backup, construction equipment for new AI data centers.

SNDK's fiscal Q4 top line may gain from surging AI data center demand and stronger edge sales tied to AI PCs and premium smartphones.

Minnesota officials said Chipotle has fully cooperated with the investigation and they are no longer concerned about continued exposure.

McDonald's reported slower sales growth in the US market in the second quarter as executives blamed too many simultaneous promotional offers, including a World Cup campaign that disappointed.Executives said McDonald's World Cup promotions had underperformed versus expectations, while suggesting that inconsistent implementation of value-oriented promotional deals was a bigger factor.

Snap Inc (NYSE:SNAP) shares surged 14% following the social media company’s second quarter results, after revenue and adjusted earnings came in ahead of Wall Street expectations and the company provided an upbeat outlook for the third quarter. Snap reported revenue of $1.60 billion for the...

It has to be this particular reason.

Microsoft Corp, Meta Platforms Inc, Oracle Corp, Amazon and Alphabet have committed about $1.09 trillion in future payments under leases that have not yet begun, mostly for data centres ‌needed to power the artificial intelligence boom. The commitments show that a substantial part of Big Tech's ‌AI spending spree has already been locked in, without yet appearing as debt-like lease liabilities on company balance sheets. The total is nearly four times the roughly $285 billion of lease liabilities already recognised on the companies' balance sheets, according to company filings compiled by ‌Reuters.

Investing.com -- Abercrombie & Fitch Co. is reviewing options for its China operations, including the possibility of bringing in local partners, Bloomberg reported Tuesday.

Cloud computing giant Oracle Corp is on the cusp of a junk-grade credit rating and its shares have tanked as the artificial intelligence hyperscaler becomes the fall guy of investors' concerns over the sector's debt-fuelled spending binge. The U.S. multinational is an outlier among top software firms racing to buy chips and build computing power to leapfrog the AI boom, forced by its limited cash reserves to borrow heavily and undertake massive long-term leases. The extent of the splurge came to light in June, ‌when Oracle's results for the fiscal year ending in May 2026 showed its free cash flows were negative, the bulk of its revenue was spent on capital expenditure and it had signed roughly $260 billion of data centre leases, some starting next year.

TLN heads into second-quarter results with sharply higher estimates, added gas-fired capacity and a strategy focused on locking in new power demand.

The state's attorney general filed the federal antitrust lawsuit Tuesday, accusing Amazon of holding down pay for drivers in its Delivery Service Partner program

Investing.com -- Procter & Gamble Co. reached an agreement to acquire supplement maker Thorne for $3.8 billion, with the deal set to be announced later today.

Microsoft (MSFT) has just delivered another strong quarter, with rapid Azure growth, rising Microsoft 365 Copilot usage, and expanding large-enterprise cloud deals helping the company turn heavy AI capital spending into visible business momentum. See our latest analysis for Microsoft. Microsoft’s latest earnings and AI momentum have been reflected in the share price, with a 7 day share price return of 23.97% and a 30 day share price return of 24.88% lifting the stock to $487.65. At the same...

Oracle (ORCL) is back in focus after CACI International said it will help implement Oracle Fusion HCM for a 10 year, nearly US$400 million federal HR modernization contract with the U.S. Office of Personnel Management. See our latest analysis for Oracle. For context, Oracle’s share price has just rallied 9.22% in a day and 18.25% over the past week, yet the year to date share price return is down 27.52% and the 1 year total shareholder return has fallen 43.89%. However, the 5 year total...

Broad Market Indicators Broad-market exchange-traded funds IWM and IVV were higher. Actively t

'Spider-Man: Brand New Day' opened to a record-setting domestic box office weekend, marking a major moment in Hollywood. The film is on track for the second-biggest domestic opening in history, directly referencing the benchmark set by Disney’s 'Avengers: Endgame'. This performance has put fresh attention on premium superhero franchises and how they stack up against Disney’s past box office records. For Walt Disney, ticker NYSE:DIS, this headline comes at a time when the stock sits at...

The semiconductor and networking specialist is gaining ground thanks to strong results from another major AI player.

Meta Platforms (META) has moved back into focus after Q2 2026 earnings showed strong revenue growth alongside sharply higher AI infrastructure spending. Investors are weighing that combination against a lumpier share price over the past year. See our latest analysis for Meta Platforms. Meta Platforms' latest Q2 update and heavier AI data center spend have come after a choppy run for the stock. The share price is up 6.02% over one day but down 9.25% year to date, and the 1 year total...

Samsung Electronics (KOSE:A005930) heads into the Future of Memory and Storage 2026 conference in Santa Clara with investors watching how its memory, storage and AGI computing plans relate back to the stock. See our latest analysis for Samsung Electronics. The 삼성전자 share price has pulled back, with a 30 day share price return that declined 22.46%, even after a strong 7 day share price return of 9.09%. At the same time, the 1 year total shareholder return of 247.66% and 5 year total...

Oil prices fell sharply after the Treasury secretary said the U.S. and Iran may reach a deal to reopen the Strait of Hormuz within days

MP Materials faces Q2 earnings with strong production growth but a negative Earnings ESP. Can expanding rare earth operations outweigh higher costs?

FTI's Q2 Subsea strength lifted earnings, margins and cash flow, but weaker Surface activity and uneven orders temper the 2026 outlook.

Thorne went public in late 2021 at a $525 million valuation but was taken private by asset manager L Catterton in 2023 in a $680 million transaction.

MAR raises its 2026 outlook on stronger U.S. demand and fee growth, but Middle East weakness still clouds RevPAR, openings and execution.

UUUU heads into Q2 earnings with revenues expected to surge on higher uranium sales, even as it is projected to post another quarterly loss.

Vertex Pharmaceuticals (VRTX) remains well positioned heading into the second half of 2026 as severa

Flag Ship Acquisition (NASDAQ:ETHZ) executives, speaking during a Forum Markets presentation hosted by Force Family Office, outlined a strategy centered on acquiring cash-generating real-world assets while maintaining the option to fractionalize and tokenize those assets as the market develops. Joh

Powell Industries (NASDAQ:POWL) reported record third-quarter order bookings and a backlog that surpassed $2 billion for the first time in its 79-year history, as demand remained strong across data centers, electric utilities, LNG and other industrial markets. For the fiscal third quarter ended Jun

The Danish drugmaker said annual sales and operating profit should fall less than it previously expected following a boost in the second quarter.

Joby announced a partnership with Travis Kalanick’s Atoms on Tuesday.