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Bloomberg7d agoneutral
Big Tech Holds $2 Trillion of Spending Commitments for AI Boom

(Bloomberg) -- The four largest players in the data center race have committed nearly $2.4 trillion in spending over the coming years, pointing to massive ongoing investment in AI infrastructure.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaMicrosoft’s $450 Billion Jump Is Biggest in Stock Market HistoryChip Stocks Post Biggest Advance S

Mark Zuckerberg's data center: Bigger risk than your house
TheStreet7d agoneutral
Mark Zuckerberg's data center: Bigger risk than your house

Let's say you're buying a new house, and you've been tracking mortgage rates before closing. And you're within your rights to be concerned that the rate on a 30-year mortgage has been rising of late. In fact, the rate has risen from just under 6% at the end of February to 6.66% as of July 30, ...

Eaton Q2 Earnings Call Highlights
MarketBeat7d agoneutral
Eaton Q2 Earnings Call Highlights

Eaton (NYSE:ETN) reported record second-quarter revenue and adjusted earnings as demand across its electrical businesses and aerospace segment remained strong, led by data center activity and capacity expansion in Electrical Americas. Chief Executive Officer Paulo Ruiz said adjusted earnings per sh

Enbridge Q2 Earnings Call Highlights
MarketBeat7d agoneutral
Enbridge Q2 Earnings Call Highlights

Enbridge (NYSE:ENB) said it completed the first half of 2026 with a solid second quarter, supported by high utilization across its four business units, and reaffirmed its full-year guidance. The company also outlined a growing project pipeline spanning liquids transportation, natural gas transmissio

Retail Earnings Season Could Be the Messiest Yet
Barrons.com7d agoneutral
Retail Earnings Season Could Be the Messiest Yet

Retail earnings season kicks off Aug. 19 with investors expected to focus less on tariff-driven margin gains and more on whether companies such as Walmart, Target, Dollar General, and Five Below can sustain sales growth.

Chevron CEO Says Key Black Sea Marine Terminal Back in Service
The Wall Street Journal7d agoneutral
Chevron CEO Says Key Black Sea Marine Terminal Back in Service

Chevron CEO Mike Wirth says the Black Sea marine oil terminal that had halted operations following nearby Ukrainian drone strikes is loading ocean-faring tankers with crude again. Oil prices had shot up in mid-July partly in response to Ukrainian drone attacks that hit four tankers, including one chartered by Chevron, near the key oil export hub, which feeds 2% of the world's daily oil supplies. Chevron owns 15% of the pipeline connected to the terminal and 50% of a joint venture behind a giant Kazakh oil field that feeds the pipeline.

Investing.com7d agoneutral
Investing.com’s stocks of the week

Investing.com -- A packed week of Big Tech earnings produced significant moves in both directions, with memory stocks experiencing significant volatility.

Dominion Energy Q2 Earnings Call Highlights
MarketBeat7d agoneutral
Dominion Energy Q2 Earnings Call Highlights

Dominion Energy (NYSE:D) reported second-quarter 2026 operating earnings of $0.79 per share, including $0.03 per share from renewable natural gas 45Z credits, while GAAP earnings were $0.37 per share. The utility reaffirmed its full-year operating earnings, credit, dividend and long-term growth guid

Chevron Q2 Earnings Call Highlights
MarketBeat7d agoneutral
Chevron Q2 Earnings Call Highlights

Chevron (NYSE:CVX) reported second-quarter 2026 earnings of $12.1 billion, or $6.11 per share, as higher upstream realizations, production volumes and refining margins lifted results. Adjusted earnings were $12 billion, or $6.06 per share, while cash flow from operations excluding working capital to

SpaceX turns heads ahead of earnings with new mega deal
TheStreet7d agoneutral
SpaceX turns heads ahead of earnings with new mega deal

SpaceX (SPCX) just got some very good news. The U.S. Space Force awarded the company two task orders worth a combined $1.6 billion to launch 18 Falcon 9 rockets carrying military satellites. The news was announced on July 29. Every launch will lift off from Vandenberg Space Force Base in ...

Flying Blind: Stock Market Survives White-Knuckle Week Despite Meta and Warsh Meltdowns
Barrons.com7d agoneutral
Flying Blind: Stock Market Survives White-Knuckle Week Despite Meta and Warsh Meltdowns

In Donna Tartt’s The Secret History, the narrator compares the childhood experience of discovering that his father was “not only deluded and ignorant, but incompetent in every way” to “walking into the cockpit of an airplane and finding the pilot and co-pilot passed out drunk in their seats.” Investors got a taste of that horror on Wednesday, when Federal Reserve Chairman Kevin Warsh explained his decision to keep rates steady with a series of contradictory, confounding, and supremely confident answers to reporters’ questions. Warsh kicked things off by saying, “For some households, businesses, and market professionals, five years of high inflation have left a mistaken impression…that the Fed’s implicit inflation target was somehow above 2%,” but in fact, “there’s only a target, and it’s 2%.”

Jim Cramer spots overlooked winner after aerospace split
TheStreet7d agoneutral
Jim Cramer spots overlooked winner after aerospace split

Honeywell’s spin-off into three separate public businesses from its massive industrial giant is complete. Investors are just beginning the hard part, Jim Cramer says. The CNBC host sees Honeywell Technologies (HON) and new independent Honeywell Aerospace (HONA) as an interesting long-term setup, ...

Colgate-Palmolive Q2 Earnings Call Highlights
MarketBeat7d agoneutral
Colgate-Palmolive Q2 Earnings Call Highlights

Colgate-Palmolive (NYSE:CL) said its second-quarter 2026 results reflected broad-based organic sales growth, gross-margin expansion and higher advertising spending, while executives outlined steps to improve performance in North America amid softer category trends and elevated competition. Chairman