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The real constraint may now be capital, not chips

SpaceX stock went to the moon ahead of its highly anticipated earnings report. Shares gained 9.4%, closing at $125.33 in regular trading, according to FactSet. Watchers might consider the two-day gain a mini-squeeze, with short sellers preferring to take risk off the table ahead of the earnings report.

Aug 4 (Reuters) - Lawsuits challenging Paramount Skydance's acquisition of Warner Bros. ‌Discovery will go to trial in March ‌2027, a federal judge in California ruled on Tuesday.

Amgen smashed Wall Street's second-quarter expectations late Tuesday, delivering double-digit sales growth for nearly two dozen products.

The technology giant is returning an unusual amount of cash to shareholders, but the market sees a crack in the machine. Here's what's really going on.

Big banks, including San Francisco-based Wells Fargo, are eager to defend themselves from the competitive threat posed by stablecoins, analysts say.

The 4:1 Leverage Ratio Defining the AI Era A company valued at $2.4 billion has just secured a $10 billion contract. This 4:1 contract-to-valuation ratio signals a structural shift: the era of the compute landlord has fully arrived. Volta Infra Holdings Ltd., which emerged from stealth on August 4, 2026, with a $300 million raise […]

The next memory battle could be for second place

Cisco is approaching Q4 earnings with solid AI momentum, rising networking demand, and expectations for another solid quarter.

ARK is moving closer to the center of AI spending

GF Securities has lowered its price target on Dell stock. Here’s why analyst Evan Lee recommends unloading DELL shares at current levels.

Apple is moving quickly to protect its hardware advantage.

By Blake Brittain Aug 4 (Reuters) - A U.S. appeals court on Tuesday overturned a ruling that had temporarily barred Perplexity from using ​its AI-powered agentic shopping tools on Amazon's platform.

Energy stocks were lower late Tuesday afternoon, with the NYSE Energy Sector Index decreasing 0.9% a

The quarter exposed where Pfizer's recovery is really coming from

CoreWeave is riding high this week after selling off in July. A Wall Street firm just initiated coverage of the stock with a bullish rating.

The quarter itself may matter less than what comes next

Improving EMIB yields may bring a long-rumored TPU partnership closer.

A U.S. appeals court on Tuesday overturned a ruling that had temporarily barred Perplexity from using its AI-powered agentic shopping tools on ‌Amazon's platform. In a novel legal dispute, the San Francisco-based 9th U.S. Circuit Court ‌of Appeals determined that Amazon was unlikely to succeed on its claim that Perplexity's AI agents violated a federal ​computer-hacking law. The ruling is the first by a federal appeals court to address whether AI agents acting on behalf of users can legally access online platforms, a question with broad implications for the fast-growing field of agentic AI tools that can browse, shop and transact across the web.

Financial stocks were higher in late Tuesday afternoon trading, with the NYSE Financial Index rising

The recent dip in AMD's stock price appears to be a buying opportunity.

Anthropic has been on a cloud partnership spree in recent months, and its latest move is reportedly a $10 billion deal with AI cloud startup Volta.

Consumer stocks were higher late Tuesday afternoon, with the State Street Consumer Staples Select Se

Beneath its blue-chip exterior, the market is pricing a remarkably wide range of outcomes for this consulting giant, and shareholders are carrying that full exposure.

Healthcare stocks were lower late Tuesday afternoon, with the NYSE Healthcare Index down 0.7% and th

A California federal judge said Tuesday that the antitrust trial will begin March 2 with an expectation that it will run for 12 court days. The timeline the judge laid out in a written order is much later than the November 2026 start date Paramount had sought. The order will prove costly for Paramount.

Data-center power demand helped lift sales above $20 billion for the first time.

On July 30, Oracle (NYSE:ORCL) and Alphabet Inc.’s (NASDAQ:GOOGL) Google Cloud expanded their partnership to bring Google’s Gemini models into Oracle’s core applications, including Fusion Cloud Applications and NetSuite. The deal pairs two very different strengths into one pitch for enterprise customers: Oracle’s grip on the databases and ERP systems where mission-critical business data lives, […]

Wix (NASDAQ:WIX) reported second quarter results that Jefferies viewed as largely in line with the company’s June guidance, while the analyst firm highlighted continued progress in the transition of its Base44 AI coding platform. Wix reported Q2 revenue growth of 15% year over year, while...

Kate Gulliver, CFO at Wayfair, said that the momentum the furniture company is seeing is the result of initiatives building up over time as Wayfair tries to improve the customer experience. Gulliver also discussed what kind of consumers are buying from Wayfair. She said that the company is seeing momentum from the higher-end consumer with the inclusion of a premium brand 'Perigold' and is drawing in new customers with brick-and-mortar stores.