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AI agents are quietly rewriting how the internet works
TheStreet11d agoneutral
AI agents are quietly rewriting how the internet works

For years, Cloudflare (NET) was easy to explain. It helped websites load faster, blocked cyberattacks, and kept internet traffic moving. In the era of artificial intelligence, that description sounds outdated. Cloudflare’s second-quarter revenue climbed 36% year over year to $696.1 million, while ...

Investing.com11d agoneutral
Microsoft plans Maia 300 chip reveal in September - Information

Taiwan Semiconductor Manufacturing (NYSE: TSM) is the direct supply-chain beneficiary. Microsoft is negotiating with TSMC to fill an order that dwarfs the tens of thousands of Maia 200 chips produced to date. The longer-term ambition is capacity for more than one million units, though component supplies and ongoing packaging negotiations could constrain that target.

Bitfarms Q2 Earnings Call Highlights
MarketBeat11d agoneutral
Bitfarms Q2 Earnings Call Highlights

Keel Infrastructure reported a wider second-quarter loss as it continued its transition from Bitcoin mining to developing high-performance computing and artificial intelligence data centers in the U.S. and Canada. Chief Executive Officer Ben Gagnon said the company has spent the past 18 months repo

Intel shares fall after surprise $15 billion stock offering
InvestorsHub11d agobearish
Intel shares fall after surprise $15 billion stock offering

Intel Corporation (NASDAQ:INTC) shares dropped 4. 6% after the semiconductor giant unexpectedly unveiled plans for a $15 billion underwritten public offering of common stock, raising concerns about dilution for existing shareholders.

DraftKings After Earnings: Buy, Hold, or Run?
24/7 Wall St.11d agobullish
DraftKings After Earnings: Buy, Hold, or Run?

DraftKings just posted its worst margin quarter in years while simultaneously launching a business growing five times faster than its core sportsbook ever did. One of those stories is going to dominate the next 90 days, and the NFL season will decide which.

Fluor targets energy over data centers
Construction Dive11d agoneutral
Fluor targets energy over data centers

Demand for electricity projects better fits Fluor’s project profile than the data centers they power, CEO Jim Breuer said during the firm’s second-quarter earnings call.

Archer Aviation Is Buying Boeing’s Flying-Taxi Enterprise and the Stock Is Soaring 29%
Barrons.com11d agobullish
Archer Aviation Is Buying Boeing’s Flying-Taxi Enterprise and the Stock Is Soaring 29%

Shares of Archer Aviation soared Monday after the company announced it was taking over some of Boeing subsidiaries as it adds to its flying-taxi and autonomous flight capabilities. Archer Aviation stock rose 29% to $6.63 on Monday while Boeing stock declined 0.7% to $232.74. The sharp share price increase Monday was in response to the announcement that Archer has agreed to acquire Boeing subsidiaries Wisk Aero, SkyGrid, and Insitu.

U.S. Stocks Open Flat
The Wall Street Journal11d agoneutral
U.S. Stocks Open Flat

Stocks around the globe kicked off the new trading week on a solid footing. In the U.S., indexes were little changed, as focus remains on economic data and the wind-down of second-quarter earnings season.

CGNX Q2 Deep Dive: AI-Driven Growth and Product Diversification Shape Outlook
StockStory11d agoneutral
CGNX Q2 Deep Dive: AI-Driven Growth and Product Diversification Shape Outlook

Machine vision technology company Cognex (NASDAQ:CGNX) fell short of the market’s revenue expectations in Q2 CY2026, but sales rose 16.9% year on year to $291.3 million. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $310 million at the midpoint, or 9.9% above analysts’ estimates. Its non-GAAP profit of $0.45 per share was 5.9% above analysts’ consensus estimates.

Bloomberg11d agoneutral
Microsoft Plans Production Boost for AI Chips, Report Says

(Bloomberg) -- Microsoft Corp. is planning to “significantly” increase production of its next-generation AI chips, the Information reported.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Churn as Oil Advance Boosts Treasury Yields: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaBehind Bessent Moves, Wall Street Sees a Bond-Market AngstThe company has been