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Toast (TOST) Is Up 6.7% After AI, Google, And Hotel Partnership Push - Has The Bull Case Changed?
Simply Wall St.3d agobullish
Toast (TOST) Is Up 6.7% After AI, Google, And Hotel Partnership Push - Has The Bull Case Changed?

In early August 2026, Toast, Inc. reported Q2 results showing higher revenue and net income than a year earlier, completed a US$648.33 million share repurchase program, and highlighted record customer growth alongside new AI and market expansion initiatives. Toast also deepened its ecosystem reach through BWH Hotels’ endorsement of its POS platform across the U.S. and Canada and an expanded integration with Google’s Ask Maps, positioning the company at the center of emerging AI-driven food...

Phillips 66 (PSX) Stock Gets Fair Value Boost As Analysts Lift Targets
Simply Wall St.3d agoneutral
Phillips 66 (PSX) Stock Gets Fair Value Boost As Analysts Lift Targets

Analyst models for Phillips 66 have shifted, with fair value moving from US$194.11 to US$207.53 per share. This change lines up with recent research where many firms are lifting price targets, yet remain split on how much premium the stock should command and how long current refining conditions might last. Read on to see what is driving this evolving story around Phillips 66 and how you can track the changing narrative. Analyst Price Targets don't always capture the full story. Head over to...

Why CleanSpark (CLSK) Is Down 7.2% After US$6.6B AI Data Center Lease Announcement – And What's Next
Simply Wall St.3d agoneutral
Why CleanSpark (CLSK) Is Down 7.2% After US$6.6B AI Data Center Lease Announcement – And What's Next

CleanSpark, Inc. recently confirmed it will report its Q3 2026 results and hold its earnings call on August 6, 2026, as it faces revenue and EPS pressure from volatile Bitcoin prices and rising network difficulty. The company also entered a very large US$6.60 billion high-performance computing data center lease in Georgia, marking its biggest move yet into AI infrastructure and a clear effort to broaden its business beyond Bitcoin mining. We’ll now examine how CleanSpark’s very large US$6.60...

Viavi Solutions (VIAV) Is Up 20.7% After Q4 Beat And Mixed Full-Year 2026 Results - What's Changed
Simply Wall St.3d agobullish
Viavi Solutions (VIAV) Is Up 20.7% After Q4 Beat And Mixed Full-Year 2026 Results - What's Changed

Viavi Solutions Inc. recently reported fourth-quarter 2026 results showing sales of US$443.1 million and net income of US$32.7 million, alongside full-year 2026 sales of US$1.52 billion and a net loss of US$30.4 million. The quarter capped a period in which Viavi consistently exceeded earnings and revenue estimates, even as full-year results showed that higher sales did not yet translate into sustained profitability. Against this backdrop of quarterly outperformance and guidance for...

On Holding (ONON) Could Be 27% Undervalued Following August 11 Earnings Focus
Simply Wall St.3d agoneutral
On Holding (ONON) Could Be 27% Undervalued Following August 11 Earnings Focus

On Holding (NYSE:ONON) heads into its August 11, 2026 earnings report with two key storylines for investors: expectations for higher earnings and revenue, and a fresh co CEO structure. See our latest analysis for On Holding. On Holding’s recent 1-day share price return of 1.54% and 90-day share price return of 7.12% suggest building momentum ahead of earnings, even as the year to date share price return is down 18.66% and the 1-year total shareholder return is down 18.41%. If you are weighing...

Applied Materials (AMAT) As Burry Targets AI Chip Names Is It Still Undervalued
Simply Wall St.3d agoneutral
Applied Materials (AMAT) As Burry Targets AI Chip Names Is It Still Undervalued

Applied Materials (AMAT) is back in focus after Michael Burry disclosed fresh short positions against the stock and other AI linked semiconductor companies, alongside warnings of a possible sharp market reversal. See our latest analysis for Applied Materials. Applied Materials has been volatile around the US$534.24 share price, with the share price return falling 2.26% over the last day but rising 22.41% over seven days and 30.10% over ninety days. The 1 year total shareholder return of...

Vistra (VST) Is Seen As A Beneficiary Of Rising AI Power Demand
Simply Wall St.3d agoneutral
Vistra (VST) Is Seen As A Beneficiary Of Rising AI Power Demand

Vistra (NYSE:VST) is being highlighted by industry analysts as a key potential beneficiary of SpaceX's aggressive buildout of AI infrastructure in the United States. SpaceX's planned expansion is expected to materially increase US power demand, which could raise the need for electricity infrastructure supplied by companies such as Vistra. Analysts view the direct link between a high profile hyperscale AI project like SpaceX's and suppliers including Vistra as a new driver of demand, in...

AI Workloads Drive CPU Demand as AMD Discusses Longer-Term China Deals
Insider Monkey3d agoneutral
AI Workloads Drive CPU Demand as AMD Discusses Longer-Term China Deals

Advanced Micro Devices, Inc. (NASDAQ:AMD) is poised to benefit from the next phase of the AI infrastructure boom. This comes as chip demand expands beyond graphics processing units (GPUs) into central processing units (CPUs) and other data center products. According to a Reuters report on July 23, AMD and Intel Corp (NASDAQ:INTC) are negotiating longer-term […]