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Why Marvell (MRVL) Is Up 29.1% After Launching Its New AI Memory Infrastructure Portfolio
Simply Wall St.3d agoneutral
Why Marvell (MRVL) Is Up 29.1% After Launching Its New AI Memory Infrastructure Portfolio

In early August 2026, Marvell Technology, Inc. unveiled a broad AI memory infrastructure portfolio spanning Bravera SC6 PCIe 6.0 SSD controllers, Structera X CXL-based memory expansion, and Photonic Fabric optical shared-memory solutions to help hyperscalers decouple and scale memory independently from compute for agentic AI inference. By targeting KV cache offload, rack-scale memory pooling, and optical shared memory across racks, Marvell is positioning itself as a key enabler of more...

Does SLM's (SLM) Earnings Dip and Steady Dividend Reveal a Deeper Capital Return Strategy?
Simply Wall St.3d agoneutral
Does SLM's (SLM) Earnings Dip and Steady Dividend Reveal a Deeper Capital Return Strategy?

In the past quarter, SLM Corporation reported second-quarter 2026 net income of US$58.53 million, down from US$71.27 million a year earlier, while also affirming a quarterly dividend of US$0.13 per share payable on September 15, 2026. While quarterly earnings softened, the increase in basic earnings per share from continuing operations over the first half of 2026 versus 2025 highlights how share count reductions are influencing per-share profitability. We'll now examine how SLM's softer...

Why Is Salesforce (CRM) Deploying IL5 AI Agents In A Major Government Role?
Simply Wall St.3d agoneutral
Why Is Salesforce (CRM) Deploying IL5 AI Agents In A Major Government Role?

Salesforce (NYSE:CRM) has deployed IL5-authorized Agentforce 360 AI agents to the U.S. Army Human Resources Command under Missionforce National Security. The rollout introduces autonomous, always-on AI support for millions of Soldiers, Veterans, and families across routine HR processes. The deployment is described as the first use of IL5-authorized AI agents within the Department of War for mission-critical human resources workloads. The system is intended to automate standard tasks and free...

KKR (KKR) Following Integer Bid Talk Faces A Fresh Valuation Test
Simply Wall St.3d agoneutral
KKR (KKR) Following Integer Bid Talk Faces A Fresh Valuation Test

KKR (KKR) is in focus after reports that it is nearing a takeover of medical device outsourcer Integer Holdings for about $4.3 billion, with an indicated offer of $127 per share. See our latest analysis for KKR. At a share price of US$105.65, KKR has recently shown firm short term momentum with a 7 day share price return of 6.42% and 30 day return of 10.09%. However, the year to date share price return is down 18.04% and the 1 year total shareholder return is down 26.43%. This is set against...

Sandisk shares slide as cautious guidance overshadows strong AI-driven growth
InvestorsHub3d agoneutral
Sandisk shares slide as cautious guidance overshadows strong AI-driven growth

Sandisk (NASDAQ:SNDK) shares fell in premarket trading on Thursday after the flash memory manufacturer issued first-quarter guidance that failed to meet investors’ elevated expectations, despite another quarter of exceptional growth fuelled by artificial intelligence demand. The company forecast fiscal first-quarter 2027 revenue of between $10.

Bloomberg3d agoneutral
Accell Enters Insolvency Process as KKR Pandemic Bike Bet Flops

(Bloomberg) -- Accell Group Holding BV, the bike maker whose €1.6 billion ($1.9 billion) buyout by KKR & Co. epitomized pandemic lockdown bets, has sought court protection in the Netherlands after running out of cash to pay its debts.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMajor Hedge Funds Targeted in Wave of Attempted CyberattacksMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’

Pressured by Tesla, European regulators keep 'Full Self-Driving' safety data secret
Reuters3d agoneutral
Pressured by Tesla, European regulators keep 'Full Self-Driving' safety data secret

Aug 6 () - Four months ago, the Netherlands approved Tesla’s Full Self-Driving (FSD) system and has since then advocated for its adoption across the EU. But Dutch road regulator RDW won’t tell the public why it concluded the driver-assistance system is safe or how it evaluated the technology, which for years has faced regulatory investigations and lawsuits over FSD-involved crashes in the United States.

PZ Cussons H2 Earnings Call Highlights
MarketBeat3d agoneutral
PZ Cussons H2 Earnings Call Highlights

PZ Cussons (LON:PZC) reported higher revenue, operating profit and free cash flow for the year ended May 31, 2026, as growth across its four lead markets and top 10 brands supported increased marketing investment and a materially lower debt position. Group revenue rose 5.4% to £541 million, represe

SpaceX lockup expires today, with stock bucking higher
Yahoo Finance3d agoneutral
SpaceX lockup expires today, with stock bucking higher

SpaceX insiders and early investors will be able to sell their stock for the first time on Thursday, when 911.5 million shares become eligible to trade — around 43% more than the 638.9 million shares the company floated in its June initial public offering.

How Novo Nordisk’s CEO Says He Is Shifting the Company’s Perspective
The Wall Street Journal4d agoneutral
How Novo Nordisk’s CEO Says He Is Shifting the Company’s Perspective

Doustdar was fairly fresh off an earnings call, but we connected to discuss a different milestone—his one-year anniversary in the CEO role, which is tomorrow. Introducing culture change had been part of the CEO’s mission since he landed the job, and he arrived with notes, having already worked at Novo Nordisk for 33 years.

Why Is Western Digital Stock Sinking Thursday?
Benzinga4d agoneutral
Why Is Western Digital Stock Sinking Thursday?

Western Digital Corp. (NASDAQ:WDC) stock traded lower Thursday despite reporting fiscal fourth-quarter earnings and revenue that beat Wall Street estimates. Despite the earnings beat, Western Digital’s outlook fell short of elevated investor expectations, triggering a sector-wide pullback in AI memory and storage stocks. Peers including Seagate Technology Holdings plc (NASDAQ:STX) and Sandisk Corp. (NASDAQ:SNDK) also traded lower Thursday. Read Also: Bigger Earnings, Bigger Drop: The Sandisk Sel