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Tesla vs BYD: Only One Leader in The EV Race
24/7 Wall St.23d agoneutral
Tesla vs BYD: Only One Leader in The EV Race

Tesla just posted record deliveries while its operating income collapsed and free cash flow went negative, yet BYD keeps selling more electrified vehicles than any company on earth. Which bet actually wins the next twelve months depends on one question neither company can fully answer yet.

Forkast News23d agoneutral
The 9th Circuit’s Browser Analogy Leaves a Liability Vacuum

On August 4, 2026, the 9th U.S. Circuit Court of Appeals issued a ruling in Amazon v. Perplexity AI (No. 26-1444) that fundamentally alters the legal landscape for the agentic economy. In a decision authored by Circuit Judge Milan Smith, the court vacated a preliminary injunction that had previously blocked Perplexity’s Comet AI shopping agent […]

EXCLUSIVE: The Memory Bottleneck Is Set To Persist Until 2028, Expert Says
Benzinga23d agoneutral
EXCLUSIVE: The Memory Bottleneck Is Set To Persist Until 2028, Expert Says

The artificial intelligence boom has created a strange problem for the memory industry. While companies build more capacity — Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron Technology Inc. (NASDAQ:MU) are all expanding production — the supply relief investors are waiting for may still be almost two years away. 2028 is the earliest point when the industry’s competing expansion plans could simultaneously translate into meaningful production, according to Counterpo

These Stocks Are Making Moves Today, Thanks to SpaceX
Barrons.com23d agoneutral
These Stocks Are Making Moves Today, Thanks to SpaceX

SpaceX has designs to leverage its dominant position in the space business into a dominant position in AI and communications. SpaceX stock, for starters, was down about 12% at $110. Nvidia shares were up 3.1% partly because SpaceX is using their chips for its Starmind AI computing satellites.

Bank of America doubles down on Micron stock price for 2026
TheStreet23d agoneutral
Bank of America doubles down on Micron stock price for 2026

Memory stocks have always been among the most volatile in the semiconductor sector. They run hard when the cycle is right, then give back a lot of it when investors start pricing in the next downturn. Micron has been through that cycle more times than most companies, and investors who have watched ...

Is Brookfield Asset Management (TSX:BAM) Undervalued Following Its ESOP Share Filing?
Simply Wall St.23d agoneutral
Is Brookfield Asset Management (TSX:BAM) Undervalued Following Its ESOP Share Filing?

Brookfield Asset Management (TSX:BAM) has filed a $611.49 million shelf registration for 12,750,000 Class A Limited Voting Shares tied to an employee stock ownership plan. This ESOP related move brings potential equity issuance into focus for investors. See our latest analysis for Brookfield Asset Management. The ESOP-related shelf registration comes at a time when Brookfield Asset Management’s share price has shown stronger short term momentum. The 1 month share price return of 11.27% and 3...

Cipher Digital (CIFR) Lands $810 Million For Texas Data Center Push As Reviews Loom
Simply Wall St.23d agoneutral
Cipher Digital (CIFR) Lands $810 Million For Texas Data Center Push As Reviews Loom

Cipher Digital reported early delivery progress at its Black Pearl data center site. The company announced plans for a major new data center project near San Antonio, Texas. Cipher Digital launched an $810 million secured notes offering to support its expansion plans. Regulatory reviews in Texas have introduced uncertainty around proposed data center approvals. Cipher Digital, traded as NasdaqGS:CIFR, is pushing ahead with an expanded data center footprint while scrutiny in Texas adds a new...