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DeepSeek Matched Gemini 3.6 Flash at 3 Cents Per Benchmark Test. Alibaba (BABA) Is Turning Alphabet’s (GOOGL) China Problem Into a Price War
Insider Monkey16d agoneutral
DeepSeek Matched Gemini 3.6 Flash at 3 Cents Per Benchmark Test. Alibaba (BABA) Is Turning Alphabet’s (GOOGL) China Problem Into a Price War

DeepSeek gave Alibaba Group Holding Limited (NYSE:BABA) and Alphabet Inc. (NASDAQ:GOOGL) a revealing price comparison on August 3. Artificial Analysis estimated that DeepSeek’s V4-Flash averaged just $0.03 to complete each test in its benchmark suite while scoring 50 on its Intelligence Index, matching Google’s Gemini 3.6 Flash. Three cents is the average cost of completing […]

Ford Jumped, Meta Dropped on Earnings Surprises — Time to Buy or Sell?
Insider Monkey16d agoneutral
Ford Jumped, Meta Dropped on Earnings Surprises — Time to Buy or Sell?

Ford Motor (NYSE:F) The surprise: Wall Street expected Ford’s Q2 2026 earnings to fall about 5% year over year. Ford instead posted an increase. The stock jumped more than 6% after the report. The quarter’s story was Ford making more money on fewer sales. Wholesale volumes dropped 12% year over year, but revenue fell just […]

Broadcom (AVGO) And Google’s $200 Billion AI Build Put Its Chip Role In Focus
Simply Wall St.16d agoneutral
Broadcom (AVGO) And Google’s $200 Billion AI Build Put Its Chip Role In Focus

Google is arranging up to $200b in Wall Street financing to expand AI infrastructure in partnership with Anthropic. Broadcom (NasdaqGS:AVGO) is identified as a key AI chip supplier within this build out. The financing plan signals large scale demand for specialized hardware that supports AI training and inference. Broadcom sits at the center of this story as a core supplier to one of the largest AI infrastructure programs currently reported. The stock trades at $392.23 and has returned...

Vertiv (VRT) Teams Up With Bitzero For Next Generation Data Center Buildout
Simply Wall St.16d agoneutral
Vertiv (VRT) Teams Up With Bitzero For Next Generation Data Center Buildout

Vertiv Holdings Co (NYSE:VRT) announced a new collaboration with Bitzero focused on next generation data center infrastructure. The partnership is aimed at supporting advanced computing demands including AI, high performance computing, and hyperscale data centers. Bitzero plans to use Vertiv's power and thermal management expertise to build more capable environments for demanding workloads. Vertiv sits at the heart of the data center hardware stack, with a focus on power, cooling, and...

GameStop (GME) Stock Looks Undervalued On Earnings But Mixed Overall
Simply Wall St.16d agoneutral
GameStop (GME) Stock Looks Undervalued On Earnings But Mixed Overall

GameStop stock has had a tough run over the past few years, yet current valuation checks and recent capital moves mean the story is not as simple as a stock that has just fallen out of favour. The recent decision to exchange convertible notes for equity adds another angle for investors trying to work out what the current share price really reflects. Over the last 5 years, GameStop shareholders have seen the share price decline about 51.5%, which puts the focus squarely on whether today’s...

Costco (COST) Pushes Further Into GLP 1 Weight Loss Prescriptions
Simply Wall St.16d agoneutral
Costco (COST) Pushes Further Into GLP 1 Weight Loss Prescriptions

Costco Wholesale is accelerating its entry into the weight loss drug market through GLP-1 prescriptions and related healthcare services. The company is moving alongside Walmart and Amazon as retailers compete to attract customers seeking access to these treatments. Industry cutbacks on employer drug coverage are pushing more patients toward direct-to-consumer fulfillment programs. This shift could influence how Costco uses its membership model and pharmacy network to engage customers and...