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Sector ETF report for IEO

Compute is getting more valuable, and Iren's cautious approach toward dealmaking may reward it in the long run.

Larry Ellison's Oracle gambled its balance sheet on an AI future that analysts are now calling the most dangerous financial bubble in history, and the bill is coming due faster than anyone expected.

Big Tech's AI spending plans top $750B for 2026, boosting demand for AI infrastructure. Discover five stocks positioned to benefit as valuations ease.

Ahead of Space Exploration Technologies Corp’s (NASDAQ:SPCX) first quarterly earnings release on August 4, analysts at Bernstein said investors should focus less on the financial results themselves and more on management’s confidence in the company’s long-term growth strategy. According to the brokerage, several strategic milestones will ultimately determine whether SpaceX can justify its current valuation.

Aug 3 (Reuters) - U.S. stock index futures edged higher on Monday as signs of de-escalating tensions in the Middle East weighed on crude prices, while investors prepared for another week packed with

SpaceX's first earnings report since its record-breaking IPO will provide an early gauge of whether Starlink's profits can sustain the company's rapidly growing spending on AI and space ventures. Due after the market closes on Tuesday, the results will give SpaceX's limited pool of public investors their first chance ‌to judge whether the financial case behind the company's lofty valuation supports CEO Elon Musk's vision of a powerhouse spanning AI, space and telecommunications. Musk has pitched AI ‌as SpaceX's future growth engine, with ambitions extending beyond renting compute capacity to other companies to developing frontier models, consumer and enterprise software, and, eventually, data centers in space.

Wall Street has embraced tokenization like no other trend of crypto. The total RWA market has now crossed over $37 billion but one debate continues to shape the industry’s future: Should financial assets be tokenized on private or public blockchains? For now, banks appear to have made their choice. A recent analysis by tokenization research

Advanced Micro Devices (NasdaqGS:AMD) has entered a major partnership with Core Scientific to secure up to 2.5 gigawatts of AI data center capacity in the U.S. The collaboration is focused on supporting large scale AI deployments and expanding AMD's AI infrastructure footprint. The agreement marks a new phase in AMD's efforts to serve major AI customers beyond chip launches and prior alliances. Advanced Micro Devices is drawing fresh attention after announcing a large AI infrastructure...

Much of the company’s business is from data centers, but its growth is broad-based, the company said in its second-quarter 2026 earnings call.

Sony Group Corporation has reported its first-quarter 2026 results, with sales rising to ¥2,837,771 million and net income to ¥342,161 million, alongside updated full-year guidance calling for ¥12,500,000 million in sales and ¥1,210,000 million in net income attributable to shareholders. These results highlight strong contributions from gaming, music and image sensors, while management’s higher full-year outlook comes despite flagged risks around memory markets and the Kumamoto earthquake...

A fresh week of trading begins with investors once again focused on developments in the Middle East after the United States revived diplomatic efforts with Iran. Alongside geopolitical headlines, markets will be watching a series of important U.

(Bloomberg) -- European gas-storage levels fell to their lowest for this time of year in almost two decades after the war in the Middle East drove up prices and stalled winter stockpiling, leaving governments with a growing dilemma as the heating season approaches.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosTrump Says Iran Talks to Begin Monday After Scrapping AttackSingapore's Gated Island for the Rich Is

The TJX, Ross Stores, Target and Dollar Tree have been highlighted in this Industry Outlook article.

The e-commerce giant also will use the $600 million it has recouped from invalidated tariffs to lower prices for shoppers, per a Thursday earnings call.

Stabilus (ETR:STM) said third-quarter revenue was close to €300 million and adjusted EBIT margin improved to 10.8%, despite lower sales tied largely to weakness in China and continued pressure in automotive markets. The company said revenue was approximately 4% to 4.5% below the prior-year quarter,

Diversification is the name of the game for this billionaire investor.

Federal cloud and AI contracts are on the rise. This comes as agencies race to modernize legacy systems and improve citizen services. It’s against this backdrop that the Department of Veterans Affairs (VA) has expanded its relationship with Salesforce Inc. (NYSE:CRM). On July 24, Salesforce announced that it has secured a 3-year agreement with the […]

Oil and gas giants raked in massive spring profits while fighting between Iran and the US impeded petroleum shipments and consumers around the world paid more for fuel and confronted shortages.View on euronews

Base Power, co-founded by Michael Dell’s son, lands a $13 billion valuation as electricity demand and battery storage are booming.

(Bloomberg) -- Treasury Secretary Scott Bessent’s debt-management team has rebuffed Wall Street suggestions to tweak its guidance for future sales of US Treasuries for so long now that many dealers have abandoned predicting a change anytime soon.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosSingapore's Gated Island for the Rich Is Marred by Decayed HomesTrump Says Iran Talks to Begin Monday After Scrapping A

Now may be your last chance to lock in today's high CD rates. Compare the best CD rates available today, Monday, August 3, 2026.

Micron, NVIDIA and TD SYNNEX have been highlighted in this Screen of The Week article.

Shinhan, Enova, National Energy and The Marcus have been highlighted in this Screen of The Week article.

Oil producers ended July with more cash than they expected. Thanks to the on-again-off-again war between the U.S. and Iran, oil prices are beginning August about 25% higher than they were a month ago. “At the moment, most companies are really playing a bit of a wait-and-see approach, letting cash either accumulate on the balance sheet or paying down net debt,” Tom Ellacott, senior vice president of corporate research at Wood Mackenzie, told Barron’s.

(Bloomberg) -- Momentum-style equity investing is poised to rebound from a sharp retreat as sectors with strong earnings replace chip stocks in leading the market’s gains, Morgan Stanley strategist Michael Wilson said.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosSingapore's Gated Island for the Rich Is Marred by Decayed HomesTrump Says Iran Talks to Begin Monday After Scrapping AttackCrushed by Kospi Rout,

Li Auto Inc. (NASDAQ:LI) stock traded lower in Monday’s premarket session after the electric vehicle maker reported delivering 30,468 vehicles in July 2026. Li Auto July Deliveries Update And New Model Launches Monthly deliveries fell 0.9% from 30,731 vehicles a year earlier and declined 1.4% from 30,895 vehicles in June. The latest results brought Li Auto’s cumulative deliveries to 1,764,155 vehicles. The year-over-year decline eased markedly from 14.84% in June. Li Auto launched the new Li L6

Apple, Microsoft, Meta, Amazon, Nvidia and Tesla have been highlighted in this Investment Ideas article.

The artificial intelligence boom has powered some of Wall Street’s biggest winners this year. But Strategy Inc Executive Chairman Michael Saylor believes it is also creating an overlooked challenge for Bitcoin. Speaking on Strategy’s second-quarter earnings call, Saylor argued that...

The funding will advance its ATLAS trial, assessing lead candidate [Ac-225]RTX-2358, a FAP-targeted radiotherapeutic for advanced sarcomas.