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Is Softer Guidance and Slower AI Progress Altering The Investment Case For AppLovin (APP)?
Simply Wall St.3d agoneutral
Is Softer Guidance and Slower AI Progress Altering The Investment Case For AppLovin (APP)?

In the second quarter of 2026, AppLovin reported revenue of US$1,923.69 million and net income of US$1,266.54 million, with earnings per share rising year on year despite revenue and guidance coming in slightly below expectations. The company also continued an extensive share buyback program, having repurchased 81.27 million shares since 2022 for US$6.72 billion, while addressing concerns around its advertising AI model improvements and closing an SEC data-collection probe with no action...

Do Plug Power’s (PLUG) Upward Estimate Revisions Clarify Its Hydrogen Turnaround Story?
Simply Wall St.3d agoneutral
Do Plug Power’s (PLUG) Upward Estimate Revisions Clarify Its Hydrogen Turnaround Story?

Plug Power is set to report its June-quarter 2026 results on August 10, with Wall Street expecting a quarterly loss of US$0.08 per share and a year-on-year revenue decline. Analysts have revised their earnings estimates upward in recent weeks, signaling a shift in expectations that could influence how investors interpret the upcoming results. Next, we’ll examine how the upward revision in Plug Power’s earnings estimates may interact with its existing hydrogen turnaround investment...

T1 Energy (TE) Lands Clearway Deal As Undervalued Narrative Stays In Focus
Simply Wall St.3d agoneutral
T1 Energy (TE) Lands Clearway Deal As Undervalued Narrative Stays In Focus

T1 Energy (TE) recently announced a contract to supply Clearway Energy Group with 641 MW of solar modules using domestic cells from its G2_Austin fab, highlighting its focus on traceable, US-focused solar manufacturing. See our latest analysis for T1 Energy. T1 Energy’s share price has been volatile, with a 7 day share price return of 47.04% following recent contract wins and financing news, yet a year to date share price decline of 30.23% and a very large 1 year total shareholder return...

Philip Morris (PM) Bets $1.2B on ZYN as BAT (BTI) Steps Up Its Pouch Push
Insider Monkey3d agoneutral
Philip Morris (PM) Bets $1.2B on ZYN as BAT (BTI) Steps Up Its Pouch Push

Philip Morris International (NYSE:PM) just turned a $600 million plan into a $1.2 billion one. On July 27, the company opened its Aurora, Colorado manufacturing campus, a 780,000-square-foot facility built to produce ZYN nicotine pouches. The site went from groundbreaking to commercial shipments in about 19 months, and it opened just weeks after regulators handed […]

Celsius Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Celsius Q2 Earnings Call Highlights

Celsius (NASDAQ:CELH) reported second-quarter revenue of $818 million, up approximately 11% from a year earlier, as growth at Alani Nu and the completed integration of Rockstar helped offset declines in the core Celsius brand. Chairman and Chief Executive Officer John Fieldly said the company compl

Ford's new EV truck Fathom to be priced starting at about $28,000
Reuters3d agoneutral
Ford's new EV truck Fathom to be priced starting at about $28,000

DETROIT, Aug 6 (Reuters) - Ford Motor said on Thursday that its upcoming midsize electric pickup truck would ‌be priced starting at about $28,000 and named Fathom, as the ‌Michigan automaker looks to offer an affordable model in a market full of ​pricey EVs. • Ford has approached development and manufacturing of this vehicle from the ground up, assembling a specialized team in California aimed at competing with rivals like Tesla and China's BYD.

Prediction: Adobe Stock Will Hit $300 on This Date
24/7 Wall St.3d agoneutral
Prediction: Adobe Stock Will Hit $300 on This Date

Adobe's revenue is hitting records and its AI metrics are tripling, yet the stock sits near multi-year lows. Our proprietary model pinpoints the exact date shares could cross a critical threshold, and the window may be shorter than most investors expect.

Increased Bookings Reinforce Novanta’s (NOVT) Broadening Organic Momentum
Insider Monkey3d agoneutral
Increased Bookings Reinforce Novanta’s (NOVT) Broadening Organic Momentum

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter reports a positive market shift towards Small Caps, with the Russell 2000 Index achieving its best first half since 1991 and the Russell 2000 Growth Index up 25.7% in Q2, fueled by AI enthusiasm […]

Here’s What Boosted Legence Corp. (LGN) in Q2
Insider Monkey3d agoneutral
Here’s What Boosted Legence Corp. (LGN) in Q2

Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter reports a positive market shift towards Small Caps, with the Russell 2000 Index achieving its best first half since 1991 and the Russell 2000 Growth Index up 25.7% in Q2, fueled by AI enthusiasm […]

Investing.com3d agoneutral
Alphabet taps bond market for up to $25 billion in 10-part sale

Alphabet Inc. (NASDAQ: GOOGL) is hitting the U.S. corporate debt market with a massive 10-part benchmark bond sale, capitalizing on its pristine credit ratings to lock in capital as the tech giant rapidly scales its infrastructure. Expected to price today, Alphabet is seeking to raise as much as $25 billion from the offering, according to Bloomberg News. The sprawling transaction spans maturities from two to 40 years and features a mix of fixed and floating-rate notes. Funding the AI Arms Race W

Bloomberg3d agoneutral
Microsoft Opens Fourth Data Center Region in India for Azure

(Bloomberg) -- Microsoft Corp. announced its fourth data center region in India is up and running as part of a broader $20.5 billion investment in the country to build out cloud and artificial intelligence capabilities. Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Attempted CyberattacksWhy Do Data Centers U

Alphabet seeks up to $25 billion from its latest bond sale, Bloomberg News reports
Reuters3d agoneutral
Alphabet seeks up to $25 billion from its latest bond sale, Bloomberg News reports

Alphabet is looking to raise as much as $25 billion from its ‌latest U.S. bond offering, Bloomberg News reported ‌on Thursday citing people familiar with the matter, weeks ​after the tech giant's 2026 capital spending outlook triggered a selloff. Alphabet ⁠did not immediately respond to a Reuters request for comment. Alphabet late ‌in July raised its ​annual capital expenditure forecast for ​the second time ​this year, fanning fears over the ‌pace of returns on ​its AI investments, ​especially as concerns mount over delays to its flagship AI model.