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Exclusive-Alibaba plans to charge big users of its next open-source AI model, sources say
Reuters1d agoneutral
Exclusive-Alibaba plans to charge big users of its next open-source AI model, sources say

Chinese technology giant Alibaba plans to ask major users of the next version of its Qwen open-source AI model for a share of revenue they make from the hotly anticipated offering, according to two people familiar with the company's plans. Like last ‌month's blockbuster model release from Chinese AI startup Moonshot, Alibaba's Qwen3.8-Max model is an open-source, open-weight model, meaning that the underlying learned settings that ‌allow developers to run or adapt the system are available for download. Open source is often thought of as free, but tucked into ​the licensing terms of Moonshot's Kimi K3 was a provision that requires anyone offering the model for sale as a service and generating more than $20 million in annual sales to work out a commercial agreement with Moonshot.

Novo Nordisk CEO resets expectations for Wegovy's explosive growth
TheStreet1d agoneutral
Novo Nordisk CEO resets expectations for Wegovy's explosive growth

I believe that when a stock is down nearly 10% year to date and down 38% over three years, the CEO's job on a quarterly earnings call is not just to report results. It is to rebuild a narrative that investors have lost confidence in. And Novo Nordisk CEO Mike Doustdar is honestly trying that with ...

Jamie Dimon makes huge call on AI and U.S. economy
TheStreet1d agoneutral
Jamie Dimon makes huge call on AI and U.S. economy

AI CapEx fatigue continues to sour investors as hyperscalers shell out billions on data centers, chips, and power infrastructure without a clear timetable for returns. Wall Street’s been bracing for evidence of the spending boom being a drag on margins, free cash flows, and earnings. Some of the ...

Figma (FIG) Beats On AI Revenue, Is The Stock A Bargain?
Simply Wall St.1d agobullish
Figma (FIG) Beats On AI Revenue, Is The Stock A Bargain?

Why Figma Stock Is In Focus After Its Latest Earnings Figma (FIG) is drawing fresh attention after its second quarter 2026 earnings, where revenue exceeded consensus estimates, AI tools contributed new monetization, and management raised full year revenue guidance despite higher AI related costs pressuring margins. See our latest analysis for Figma. Despite Figma lifting full year revenue guidance after its August 5 results, the stock fell about 15% on the day, which reflects investor concern...

Why Energy Fuels (TSX:EFR) Is Up 10.3% After Costly Rare Earth Bet And Wider Q2 Loss
Simply Wall St.1d agoneutral
Why Energy Fuels (TSX:EFR) Is Up 10.3% After Costly Rare Earth Bet And Wider Q2 Loss

Energy Fuels Inc. recently reported second-quarter 2026 results showing higher year-on-year sales of US$25.11 million but a wider net loss of US$33.38 million, alongside full-year 2026 uranium production and sales guidance and ongoing construction of heavy rare earth processing capacity at its White Mesa Mill. The combination of rising revenues, continued losses, and a US$104 million rare earth expansion aimed at an integrated mine-to-magnet chain raises important questions about how Energy...

What Does Samsung Electronics (KOSE:A005930) Gain From Its Netlist Deal?
Simply Wall St.1d agoneutral
What Does Samsung Electronics (KOSE:A005930) Gain From Its Netlist Deal?

Samsung Electronics (KOSE:A005930) announced a patent portfolio alliance and multi year supply agreement with Netlist, alongside a full settlement of all litigation. The agreement includes cross licensing of server memory and AI focused memory patents, including server DIMM and high bandwidth memory technologies. The deal aligns Samsung Electronics more closely with Netlist in AI and data center memory, while removing legal overhang from the companies' past disputes. For readers watching...

Trimble (TRMB) Could Be 28% Below Fair Value Following August 12 Earnings Call
Simply Wall St.1d agoneutral
Trimble (TRMB) Could Be 28% Below Fair Value Following August 12 Earnings Call

Event overview and why Trimble stock is in focus Trimble (TRMB) is set to review its second quarter 2026 results on a conference call scheduled for Wednesday, August 12, 2026, at 8 a.m. ET. This earnings discussion puts the stock on investor watchlists. See our latest analysis for Trimble. Trimble shares trade at US$58.55, with a 1 month share price return of 8.97%, although the stock is down 25.25% year to date and the 1 year total shareholder return has declined 29.05%. This suggests recent...

Forkast News1d agoneutral
Anthropic SPVs Stack $71 Billion in Chip-Lease Debt in 60 Days

The headline figure is $71 billion in chip-lease debt secured in roughly 60 days, but the true story of Anthropic’s recent capital expansion lies in the mechanics of the special purpose vehicle. By utilizing these structured finance vehicles, Anthropic has sequestered massive hardware deployments entirely off its corporate balance sheet. This is not corporate debt […]

Cleanspark Q3 Earnings Call Highlights
MarketBeat1d agoneutral
Cleanspark Q3 Earnings Call Highlights

Cleanspark (NASDAQ:CLSK) reported fiscal third-quarter revenue of $138 million, up 1% from the preceding quarter, while outlining plans to expand from Bitcoin mining into digital infrastructure through a long-term data center lease in Georgia. Chief Executive Officer Matthew Schultz said the compan

Century Aluminum Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Century Aluminum Q2 Earnings Call Highlights

Century Aluminum (NASDAQ:CENX) reported higher second-quarter shipments, sales and adjusted EBITDA as it expanded output at its Mount Holly plant and advanced the restart of a potline at its Grundartangi facility in Iceland. The company said second-quarter shipments rose 6% from the prior quarter t

Maplebear Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Maplebear Q2 Earnings Call Highlights

Maplebear (NASDAQ:CART), which operates Instacart, reported second-quarter 2026 growth in gross transaction value, revenue and adjusted EBITDA, as the grocery technology company pointed to momentum in its marketplace, enterprise offerings and advertising business. Gross transaction value, or GTV, r

Meta ordered to pay $567 million in New Mexico for teen mental health fund
Reuters1d agoneutral
Meta ordered to pay $567 million in New Mexico for teen mental health fund

A New Mexico state court ordered Meta on Thursday to pay $567 million ‌and change how its platforms function for young users in the state ‌after finding the company is to blame for harming children's mental health. Judge Bryan Biedscheid in Santa Fe ​ruled the company had created a public nuisance in New Mexico, siding with the state's Attorney General Raúl Torrez, a Democrat. Torrez had accused the social media company of designing its products to addict young users and failing to protect children from ‌sexual exploitation on its platforms.

Meme coin surges 77% on Robinhood listing
TheStreet1d agobullish
Meme coin surges 77% on Robinhood listing

Robinhood Markets (Nasdaq: HOOD) could very well be known as Cash Cat until the e-brokerage firm decided to call itself Robinhood. This is a fact that the firm's founder and CEO Vlad Tenev himself confirmed in an X post in April 2021. Recently, a meme coin called CASHCAT, recalling the lore around ...