News

T1 Energy (NYSE:TE) announces an offtake agreement with Clearway Energy Group for U.S.-built solar modules with high domestic content. The deal focuses on supplying American-made technology for Clearway projects at a time of increased attention on energy security and traceable supply chains. The agreement is positioned as material for both companies and aligns with current U.S. policy support for domestic clean energy manufacturing. For readers following how large energy buyers are...

Warner Bros. Discovery narrowed its profit in the second quarter, hurt by a large charge, as revenue fell.

Ouster’s share price has delivered a very large 3 year gain, while the latest valuation checks send a mixed message, with the Discounted Cash Flow (DCF) estimate pointing to upside against a richer read from market multiples. Ouster is up roughly 7.9x over the past 3 years, which puts recent short term swings in a much bigger context for anyone looking at the current price. The company’s ability to convert its technology and customer pipeline into recurring cash flows can support the DCF...

In the past week, Hut 8 Corp. reported Q2 2026 results showing revenue rising to US$74.93 million from US$41.30 million a year earlier, but swinging from net income of US$137.31 million to a net loss of US$150.19 million, largely driven by unrealized losses on digital assets. Alongside this loss, Hut 8 expanded its long-term AI data center footprint to 949 MW of contracted capacity with about US$26.60 billion in lease value and secured US$7.50 billion of non-recourse project financing,...

Kraft Heinz recently reported second-quarter 2026 results showing sales of US$6,262 million and a net loss of US$5,460 million, largely driven by very large goodwill and intangible asset impairment charges, while also affirming a regular US$0.40 quarterly dividend and completing a US$1.51 billion share repurchase program. The combination of stronger-than-expected underlying earnings, heavier brand and innovation investment, and sizeable noncash impairments highlights the tension between...

Upcoming Q2 earnings put Celsius Holdings in focus Celsius Holdings (CELH) heads into its Q2 2026 earnings release and earnings call today, with investors watching how the company’s latest results align with recent share price performance and existing expectations. See our latest analysis for Celsius Holdings. Over the past year, Celsius Holdings has seen its share price weaken, with the year to date share price return down 38.95% and the 1 year total shareholder return down 31.8%. This puts...

China has launched a cybersecurity review of products sold in the country by U.S. company Palo Alto Networks, citing risks ‌to critical information infrastructure and national security, the country's cyberspace regulator said on ‌Thursday. The Cyberspace Administration of China (CAC) said the review was initiated under China's national security and cybersecurity laws. It did ​not identify the products involved, detail alleged vulnerabilities or say what action Palo Alto could face.

Thousands of retail investors bought what they were told was pre-IPO SpaceX exposure, only to discover the shares beneath them had already been sold, stacked, or may never have existed at all. The lockup clock just started, and the reckoning is arriving in a falling market.

The winner has a key loyalty program differentiator.

This study miss marks a setback for Gilead’s Trodelvy expansion plans, which include both mono and combination therapy approaches.

Circle Internet Group (NYSE:CRCL) reported second-quarter total revenue and reserve income of $701 million, up 7% from a year earlier, as growth in USDC circulation and other revenue was partly offset by a lower reserve return rate. USDC circulation ended the quarter at $73.3 billion, increasing 19

Charles River Laboratories International (NYSE:CRL) reported second-quarter results that exceeded its prior outlook, citing improved demand in its Discovery and Safety Assessment, or DSA, business and stronger-than-expected manufacturing performance. The company raised its full-year revenue, earning

Traeger (NYSE:COOK) reported lower second-quarter revenue but higher adjusted EBITDA, as the outdoor cooking company cited softer sales at its MEATER accessories business, lower average grill selling prices and channel changes tied to its planned national rollout at Lowe’s. Second-quarter revenue t

On July 29, DoorDash (NASDAQ:DASH) launched DoorDash Air, its own in-house drone delivery program, after clearing a Federal Aviation Administration certification to fly commercial drone deliveries across the US. It is the clearest signal yet that DoorDash wants control over how food and goods move, not just who delivers them. The question for investors is […]

Ares Management (NYSE:ARES) is arranging a $2.2 billion direct loan to help fund a healthcare services acquisition, marking it one of the largest private credit deals this year. The loan will finance pharmacy benefits manager MedImpact Holdings Inc.’s acquisition of...

With earnings set for August 20th before the market open, implied volatility on WMT stock is through the roof. Implied volatility is sitting at 32% compared to a twelve-month low of 18%.

Elon Musk says SpaceX is now "exclusive" to Nvidia's superior hardware.

The retailer noted “trade-offs among product protection, food safety, cost, regulatory requirements, recycled material availability, evolving supplier portfolios” and more.

If you thought cybersecurity was important before, just wait until you see the havoc AI is causing on it.

Data storage companies tumbled in premarket trading on Thursday after quarterly results from Sandisk and Western Digital failed to sustain momentum in an ‌industry that has become one of Wall Street's hottest bets this year. Shares of Sandisk ‌lost 9.2% to trade at $1,226.04, while Western Digital shed 14.6% and was last changing hands at $443.3. After the closing bell ​on Wednesday, both Sandisk and Western Digital forecast quarterly revenue that beat estimates compiled by LSEG, but fell short of high market expectations.

Investing.com -- SoftBank Group Corp. arranged a $10 billion margin loan backed by its ownership in OpenAI, adding to the company's borrowing to fund its artificial intelligence investments.

It’s been 23 weeks since the U.S. began strikes on Iran, and we’re still in the midst of what feels like the hundredth attempt at peace talks. President Donald Trump said this week that a deal to reopen the Strait of Hormuz was close, but warned that strikes could resume if talks fall apart. This week I’m diving into El Niño, and how the sheer strength of this year’s weather event means that its effects will extend well beyond agriculture profit margins—it will hurt global central banks’ efforts to curb inflation.

SpaceX stock closed down 14% after Musk said the company will build AI infrastructure exclusively on Nvidia chips.

Higher-impact media partnerships and stronger creative are leading to “green shoots” for its brands in the U.S., executives said.

<body><p>STORY: From to investor worries over SpaceX AI spend to Anthropic's hacking scare ...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>SpaceX said it saw faster-than-expected returns from its AI spending in its first-ever earnings call as a public company.</p><p>But investors were still worried about how long its Starlink business can continue to bankroll costly investments in data centers and Nvidia chips, and shares dropped 12%.</p><p>Quarterly capital spending on AI climbed to $15.8 billion.</p><p>The company said the economics of its investments were quickly improving, but signaled AI spending would stay elevated.</p><p>Anthropic said some of its Claude AI models hacked into the systems of three companies during cybersecurity tests.</p><p>It came days after rival OpenAI revealed one of its AI agents also went on a rogue attack.</p><p>The new incidents were due to a mistake which accidentally gave Anthropic's models access to the open internet.</p><p>OpenAI's agent in contrast independently exploited a vulnerability to reach the internet during cyber testing.</p><p>Samsung posted a 250-fold jump in chip profit of $61.7 billion for the second quarter.</p><p>The world's biggest memory chipmaker also said it believes its chip shortage will run through to 2028.</p><p>But the bullish outlook didn't calm investor concerns on how AI infrastructure spending could curb growth for tech firms.</p><p>AI kept the U.S. economy growing even as overall expansion slowed down.</p><p>The so-called advance reading from the Commerce Department showed gross domestic product rose 1.5% - below economist forecasts.</p><p>But AI-related spending kept domestic demand high.</p><p>Business spending on equipment jumped more than 15%, generating a second straight quarter of double digit growth.</p></body>

Investing in the Invesco QQQ ETF could put you on the path to a $1 million portfolio, if you can ride out the volatility.

Nvidia (NASDAQ:NVDA) is heading into its August 26 earnings date with fresh evidence that AI infrastructure spending is still accelerating. On July 23, Amkor Technology (NASDAQ:AMKR) announced a multi-year, $1.5 billion agreement with Nvidia to expand advanced chip packaging and test capacity in the US, news that sent Amkor shares up about 15% in late […]

1655 GMT – Eli Lilly CEO David Ricks says on CNBC that Foundayo—the company’s recently launched once-daily GLP-1 pill—is expanding the market, not cannibalizing it even though it’s offered at lower prices. At the same time, access to weight-loss treatments continues to expand, further increasing the total addressable market, Ricks says. Eli Lilly is up 3%.

Google shakes up AI leadership, IonQ’s revenue nearly quadruples, Berkshire’s earnings report is near, and more news to start your day.

Not really, but CME Group the granddaddy of derivatives exchanges, would like to keep it respectable. CME provides many products needed for the normal functioning of financial markets. Its business has also gotten a big lift from the explosion in retail options trading and the public’s embrace of leveraged and options income funds.