BeInCrypto4d agoneutral
This One Word On SpaceX’s First Earnings Call Cost It 11%, And Sent Nvidia HigherSpaceX stock closed down 14% after Musk said the company will build AI infrastructure exclusively on Nvidia chips.
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Marketing Dive4d agoneutral
Kraft Heinz pours nearly $100M more into marketing to drive turnaroundHigher-impact media partnerships and stronger creative are leading to “green shoots” for its brands in the U.S., executives said.
Reuters Videos4d agoneutralVIDEO
AI Weekly: SpaceX's huge AI spend, Anthropic's hack scare<body><p>STORY: From to investor worries over SpaceX AI spend to Anthropic's hacking scare ...</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>SpaceX said it saw faster-than-expected returns from its AI spending in its first-ever earnings call as a public company.</p><p>But investors were still worried about how long its Starlink business can continue to bankroll costly investments in data centers and Nvidia chips, and shares dropped 12%.</p><p>Quarterly capital spending on AI climbed to $15.8 billion.</p><p>The company said the economics of its investments were quickly improving, but signaled AI spending would stay elevated.</p><p>Anthropic said some of its Claude AI models hacked into the systems of three companies during cybersecurity tests.</p><p>It came days after rival OpenAI revealed one of its AI agents also went on a rogue attack.</p><p>The new incidents were due to a mistake which accidentally gave Anthropic's models access to the open internet.</p><p>OpenAI's agent in contrast independently exploited a vulnerability to reach the internet during cyber testing.</p><p>Samsung posted a 250-fold jump in chip profit of $61.7 billion for the second quarter.</p><p>The world's biggest memory chipmaker also said it believes its chip shortage will run through to 2028.</p><p>But the bullish outlook didn't calm investor concerns on how AI infrastructure spending could curb growth for tech firms.</p><p>AI kept the U.S. economy growing even as overall expansion slowed down.</p><p>The so-called advance reading from the Commerce Department showed gross domestic product rose 1.5% - below economist forecasts.</p><p>But AI-related spending kept domestic demand high.</p><p>Business spending on equipment jumped more than 15%, generating a second straight quarter of double digit growth.</p></body>
Motley Fool4d agoneutral
History Says Investing $400 per Month in This ETF Could Set You Up for Life. Here's How.Investing in the Invesco QQQ ETF could put you on the path to a $1 million portfolio, if you can ride out the volatility.
Insider Monkey4d agoneutral
Nvidia’s (NVDA) Amkor (AMKR) Deal Adds Packaging Muscle Ahead Of EarningsNvidia (NASDAQ:NVDA) is heading into its August 26 earnings date with fresh evidence that AI infrastructure spending is still accelerating. On July 23, Amkor Technology (NASDAQ:AMKR) announced a multi-year, $1.5 billion agreement with Nvidia to expand advanced chip packaging and test capacity in the US, news that sent Amkor shares up about 15% in late […]
The Wall Street Journal4d agoneutral
Health Care Roundup: Market Talk1655 GMT – Eli Lilly CEO David Ricks says on CNBC that Foundayo—the company’s recently launched once-daily GLP-1 pill—is expanding the market, not cannibalizing it even though it’s offered at lower prices. At the same time, access to weight-loss treatments continues to expand, further increasing the total addressable market, Ricks says. Eli Lilly is up 3%.
Barrons.com4d agoneutral
Stock Markets May Be Tired of Iran but a Hormuz Deal Is VitalGoogle shakes up AI leadership, IonQ’s revenue nearly quadruples, Berkshire’s earnings report is near, and more news to start your day.
The Wall Street Journal4d agoneutral
‘Perps’ Are the Risky New Derivatives That Could Amplify Stock BlowupsNot really, but CME Group the granddaddy of derivatives exchanges, would like to keep it respectable. CME provides many products needed for the normal functioning of financial markets. Its business has also gotten a big lift from the explosion in retail options trading and the public’s embrace of leveraged and options income funds.
Benzinga4d agoneutral
Disney CEO Says Disney+ Is Evolving Into Much More Than a Streaming Service: 'We're Just Playing a Different Game'The Walt Disney Company (NYSE:DIS) plans to evolve Disney+ from a video platform into an integrated fan ecosystem combining games, merchandise, and interactive experiences by spring 2027, as Chief Executive Officer Josh D’Amaro declared that the entertainment giant is “just playing a different game” compared to streaming rivals. Transforming the Fan Experience Speaking during Disney’s fiscal third-quarter 2026 earnings call, D’Amaro outlined a vision to position Disney+ as the digital centerpiec
Stocktwits4d agoneutral
IONQ, QBTS, INFQ: IonQ Stock Leads Gains In Quantum Stocks As Jefferies Eyes September CatalystA fresh note from Jefferies pointed to growing confidence in the company's trajectory, according to TheFly.
Barchart4d agoneutral
Are Wall Street Analysts Bullish on Marvell Technology Stock?Marvell Technology has significantly outperformed the broader market over the past year, while analysts remain highly optimistic about its future growth prospects.
Motley Fool4d agoneutral
Here's the Major Winner of Amazon's 2026 $220 Billion Capital Expenditure BillAmazon just boosted its capital expenditure forecast due to soaring memory chip prices.
Zacks4d agoneutral
Zacks Earnings Trends Highlights: Micron's , Alphabet's and NvidiaMicron's , Alphabet's and Nvidia have been highlighted in this Earnings Trends article.
Barchart4d agoneutral
What Are Wall Street Analysts' Target Price for Coca-Cola Stock?Coca-Cola has outperformed the broader market over the past year, and analysts remain highly optimistic about its future growth prospects.
Private Banker International4d agoneutral
Jamie Dimon personally contacts US CEOs as companies speed up AI adoptionThe effort is tied to an expansion of the Alliance for Critical Infrastructure (ACI), a group JPMorgan helped establish.
Benzinga4d agoneutral
Gary Black Says Uber, Not Tesla or Waymo, Has the Best Shot at Bringing Robotaxis to the MassesInvestor Gary Black of The Future Fund LLC has backed ride-hailing giant Uber Technologies Inc. (NYSE:UBER) as his pick to lead the autonomous ride-hailing market ahead of the likes of Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo and Elon Musk‘s Tesla Inc. (NASDAQ:TSLA). Gary Black Says Uber Is Not Like Blockbuster In a post on X, Black responded to user @PME2717 who said that being bullish on Uber was not a smart move as the company was like the video rental company Blockbuster Inc. in a
Barchart4d agoneutral
What Are Wall Street Analysts' Target Price for Halliburton Stock?Halliburton has rallied better than the broader market over the past year, and analysts are fairly bullish about its future growth projections.
Zacks4d agoneutral
Zacks.com featured highlights Macy's, Pebblebrook, Boise Cascade, Apple Hospitality REIT and PBF EnergyMacy's, Pebblebrook, Boise Cascade, Apple Hospitality REIT and PBF Energy have been highlighted in this Screen of The Week article.
Payments Dive4d agoneutral
Block explores how to price AICash App’s parent is focused on customer adoption of its AI tools before deciding how it will monetize those offerings, CEO Jack Dorsey said.
Zacks4d agoneutral
Zacks.com featured highlights Lam, The Cheesecake, Vertiv and FortinetLam, The Cheesecake, Vertiv and Fortinet have been highlighted in this Screen of The Week article.
Zacks4d agoneutral
Is JPMorgan Diversified Return International Equity ETF (JPIN) a Strong ETF Right Now?Smart Beta ETF report for JPIN
Barchart4d agoneutral
Eli Lilly Stock: Analyst Estimates & RatingsEli Lilly's market-beating performance has done little to temper Wall Street's optimism, with analysts continuing to see meaningful upside in the stock.
MT Newswires4d agoneutral
Commerzbank Says Oil Prices, Treasuries Stable, Asian Equities Weaker, Nasdaq Futures LowerBrent crude is trading sideways around $79 per barrel as investors assess the latest developments in
Zacks4d agoneutral
Zacks.com featured highlights POSCO Holdings, Par Pacific Holdings, Sally Beauty, Brookfield and HF SinclairPOSCO Holdings, Par Pacific Holdings, Sally Beauty, Brookfield and HF Sinclair have been highlighted in this Screen of The Week article.
Simply Wall St.4d agoneutral
Why Marvell (MRVL) Is Up 29.1% After Launching Its New AI Memory Infrastructure PortfolioIn 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...
Simply Wall St.4d 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...
Simply Wall St.4d 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...
Simply Wall St.4d agoneutral
KKR (KKR) Following Integer Bid Talk Faces A Fresh Valuation TestKKR (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...
InvestorsHub4d agoneutral
Sandisk shares slide as cautious guidance overshadows strong AI-driven growthSandisk (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.