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Super Micro Computer (SMCI) is back in focus after rolling out new high-density AI data center racks and H15 servers, paired with management’s confident AI demand outlook and reinforced ties to Nvidia, AMD, and Intel. See our latest analysis for Super Micro Computer. Those new AI racks and H15 servers have arrived alongside a sharp short-term rebound in Super Micro Computer’s stock, with a 7 day share price return of 23.31% and a 30 day share price return of 16.55%. However, the 1 year total...

Flex Ltd. has outperformed the broader market over the past year, and analysts remain highly bullish about the stock’s prospects.

Netlist has struck a five-year deal to license its memory chip patents to Samsung Electronics, ‌it said on Wednesday, gaining access to the ‌South Korean firm's products and ending years of legal disputes between the companies. Here ​are some details: • Netlist develops advanced memory and storage technologies, including server memory and high-bandwidth memory technologies used in AI computing. Samsung will receive access to Netlist's patent portfolio, including its ‌server dual in-line memory ⁠module and high-bandwidth memory technologies used in AI servers and high-performance computing.

Q2 2026 earnings headline for Ford Motor stock Ford Motor (F) has become a focus for investors after its second quarter 2026 report showed revenue of US$48,296 million and a net loss of US$1,327 million from continuing operations. See our latest analysis for Ford Motor. The latest earnings release, dividend affirmation and the planned European joint venture with Geely all landed against a backdrop of mixed price action for Ford Motor. A 90 day share price return of 17.01% and a 1 year total...

The Supreme Court forced Washington to return over a hundred billion dollars in tariff money, but Treasury Secretary Scott Bessent made a bold prediction about where that cash would actually land. Six months later, the numbers are in.

Wall Street futures pointed moderately higher pre-bell Wednesday on media reports of possible 60-day

Uber Technologies notched higher revenue in second quarter, driven by growth in its delivery business as the company continues to grow volumes and active users.

$1.4 trillion That's how big the market for data center AI accelerators—microchips designed to process tasks like machine learning—will be by 2030, according to Advanced Micro Devices CEO Lisa Su. During yesterday's earnings call, she said the data-center market is expanding “far more rapidly than we projected just six months ago," boosting her company's growth prospects.

NRG Energy (NYSE:NRG) reported second-quarter 2026 adjusted EBITDA of $1.2 billion, up 34% from a year earlier, while outlining plans for a 1.2-gigawatt Texas power plant intended to support a cloud and artificial intelligence hyperscaler’s data center load. President and Chief Executive Officer Ro

Palantir have been highlighted in this Investment Ideas article.

MSD is currently evaluating tulisokibart in six different indications following the drug’s discontinuation in SSc-ILD.

Despite the market reaction, executives at all three telecom companies recently said satellite broadband is unlikely to materially threaten their core businesses.

Box Inc. CEO Aaron Levie said the rapid rise of open-weight AI models, including Alibaba’s Qwen models, could reshape the artificial intelligence industry by increasing competition, lowering costs and shifting value toward AI applications. Qwen Launches New Open-Weight AI Model...

Uber Technologies forecast current-quarter adjusted earnings below Wall Street estimates on Wednesday, saying that foreign exchange would trim bookings ‌growth and reaffirming plans to invest heavily in robotaxis and acquisitions. The global ‌ride-hailing and delivery giant's capital allocation has become a key investor focus after it announced a $14.8-billion ​deal for Delivery Hero last month, which it plans to fund with existing liquidity and debt. The company on Wednesday also outlined plans to spend more than $10 billion on autonomous vehicles over the coming years, but did not provide a specific ‌timeline.

Netflix (NFLX) stock has been pretty flat in the last few months and investors that think that trend could continue, might consider a Calendar Spread.

Some analysts see warning signs in crucial drug launches from Gilead and Merck, while an important trial readout could change Pfizer’s growth trajectory.

Mitti Labs plans to expand beyond India and enter the Philippines and Indonesia while growing its carbon credits and agricultural data business.

Tesla sold almost 94,000 cars from its China plant in July, up 38% year over year. It was the ninth consecutive year-over-year rise.

Microsoft, Bloom and EMCOR have been highlighted in this Investment Ideas article.

(Bloomberg) -- Uber Technologies Inc. issued a bookings outlook that just met analyst estimates and said fierce competition in the key Brazil market weighed on trips volume, compounding concerns from investors about the company’s ability to evolve in the robotaxi era.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPOBeer Dynasty Families

Activewear maker Delta Galil has reported an increase in Q2 profit, lifted by tariff refunds, a portion of which it will invest in its manufacturing and supply chain to drive future growth.

Disney managed a solid showing in its third quarter, bolstered by movies like “Toy Story 5” and ongoing strength from its U.S. theme parks that helped to offset continued weakness from international tourism. Disney also announced a global short-form content sharing deal with TikTok on Wednesday. The agreement will bring Disney-focused fan-created content from TikTok to the Disney+ app.

Enova, PBF, Huron , and The Cheesecake have been highlighted in this Screen of The Week article.

Third-quarter revenue increased 7% to $25.2 billion, driven by growth from the company’s experiences unit.

Samsung Electronics (USOTC:SSNHZ) and SK Hynix (NASDAQ:SKHY) have been testing semiconductor manufacturing equipment supplied by China’s Advanced Micro-Fabrication Equipment (AMEC) at their production facilities in China, according to a Reuters report citing sources familiar with the matter. Shares of both South Korean chipmakers moved higher following the report, with SK Hynix rising 4.

SpaceX's first-ever earnings call gave Nvidia bulls a number so large that one top analyst ran the math and came back with a scenario that rewrites the entire revenue ceiling for the AI chip giant.

Wayfair CFO Kate Gulliver on signs of a rebound in the U.S.; Elon Musk outlined ambitious targets for SpaceX following its first-ever earnings report; Procter & Gamble will buy supplement company Thorne; plus, Portillo’s hires new CFO. Furniture and home improvement companies often offer good indicators for how the U.S. economy is performing, as those businesses reflect the sentiment of consumers and key discretionary spending behavior for items such as sofas, tables and decor.

AMD is on the verge of a sales jump, pharma investors await M&A boom, a new food contaminant issue, and more news to start your day.

Tesla Inc. AI chief Ashok Elluswamy said Full Self-Driving should learn how fast each owner prefers to travel instead of relying on a manual ceiling, calling maximum-speed control "an anti-pattern." Elluswamy Pushes FSD Toward Learned Preferences "We are working on...

The card networks are keeping their options open with respect to stablecoin communities, locking arms with Circle on its latest effort.