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Elon Musk's SpaceX and Tesla will initially invest $16.8 billion to build Terafab, an advanced AI semiconductor complex in Grimes County, Texas, as the ‌companies race to secure the chip capacity that the billionaire has called essential ‌to their future. The facility is intended at narrowing the gap between global chip supply and the more than ​1 terawatt of computing power that SpaceX and Tesla expect to need in the coming years. Future expansion phases could push total investment much higher, SpaceX said in a statement on its website on Thursday, adding that the facility would employ at least 3,000 people.

Novo Nordisk’s Wegovy and Eli Lilly’s Zepbound and Foundayo will be available at a cost of $50 a month.

Western Digital (NasdaqGS:WDC) says customers are already negotiating AI storage contracts that run through 2031. The company reports multi year discussions covering AI related storage needs, giving unusually long visibility into demand. Management highlighted that some agreements under discussion would secure capacity up to five years ahead for AI infrastructure customers. This kind of long horizon AI infrastructure planning is not unique to Western Digital, so it can be useful to compare...

Sterling Infrastructure stock has delivered a very large 5 year return, yet the latest valuation work still points to the shares trading at a discount to an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and supported by earnings multiples. The share price has produced a very large 5 year gain of 2,152.2%, which means anyone looking at Sterling Infrastructure today is assessing a stock that has already seen substantial value created on the chart. Recent record...

Amazon just hiked its capex target past $220 billion with demand still exploding, and investors are caught between fear of runaway spending and the possibility that Andy Jassy is executing the same playbook that built AWS into a juggernaut.

Although Mastercard Incorporated has lagged behind the broader market over the past year, Wall Street analysts maintain a bullish outlook about the stock’s prospects.

eBay touted an increase in eBay Live's gross merchandise volume as it plans to expand it to more international markets in the coming weeks and months.

Backblaze (BLZE) is back in focus after its second quarter 2026 earnings on 3 August, which combined higher sales, a narrower net loss, raised full year revenue guidance, and a new CoreWeave partnership. See our latest analysis for Backblaze. Backblaze shares have been volatile around the Q2 2026 report and CoreWeave agreement, with the 7 day share price return of 47.43% and year to date share price return of 292.83% pointing to strong recent momentum after a 1 year total shareholder return...

International Business Machines (NYSE: IBM) received FedRAMP Moderate Authorization for its Maximo Application Suite SaaS offering, making it available for use by US federal agencies. The authorization covers cloud based asset management tools designed for regulated government environments. IBM and Red Hat launched the Lightwell program, which provides free open source security fixes and tools to universities and non governmental organizations. Together, these initiatives expand IBM's role...

Wall Street brokerage Bernstein has reaffirmed a “Buy” rating on TeraWulf (NASDAQ: $WULF) stock, along ...

Yahoo Finance Technology Editor Dan Howley chats with Morning Brief host Julie Hyman about Google's (GOOG, GOOGL) recently announced AI leadership changes.

Ouster (OUST) has put its people operations in focus with the appointment of Shaluinn Fullove as Chief People Officer, just ahead of its expected June quarter earnings report, which is scheduled for August 6. See our latest analysis for Ouster. At a share price of $45.12, Ouster has seen sharp swings recently, with a 7 day share price return of 44.15% and a 30 day share price return that is down 9.45%. Yet a year to date share price return of 93.07% and a 1 year total shareholder return of...

XYZ raises its 2026 outlook after 25% gross profit growth, record margins and stronger Square, Cash App and AI-driven product momentum.

Rocket Lab (RKLB) is back in focus after securing a US$397 million contract with the United States Space Force to build, launch, and operate Flatellite satellites for the SB AMTI surveillance program. See our latest analysis for Rocket Lab. The share price reaction has been sharp, with a 7 day share price return of 27.68% following the latest US$397 million Space Force award and other contract wins. Over the past year the total shareholder return of 69.66% and very large 3 year and 5 year...

Comcast (CMCSA) has just completed a network expansion in Waterbury, extending high speed, symmetrical internet and related Comcast Business services to hundreds of local businesses. For investors, this fresh capital deployment raises practical questions about scale and returns. See our latest analysis for Comcast. These local build outs sit against a mixed share price picture for Comcast, with the stock at US$24.75 after a 1 month share price return of 5.86% but a 5 year total shareholder...

ZG beats Q2 2026 estimates as mortgage and rental growth lift revenues 18%, while its outlook points to continued momentum across key businesses.

Moderna stock wavered Thursday after the Food and Drug Administration approved its mRNA-based flu shot, now called mFlusiva.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.03%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.30%. September E-mini S&P futures (ESU26 ) are up +0.11%, and September E-mini Nasdaq futures...

(Bloomberg) -- Kevin Warsh’s embrace of financial markets to help the Federal Reserve do its job would mean trading more precise policy tools for a blunt instrument.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Attempted CyberattacksIt can work, but it’s an ineffic

Airbnb Inc. (NASDAQ:ABNB) reports second-quarter earnings after the bell today, with the call at 5 p.m. ET. Polymarket gives the company a 41% chance of reporting GAAP earnings above $1.25 per share. Airbnb has topped consensus estimates only once in...

The data-security company still posted growth in the second quarter, but shared a full-year sales outlook that was below Wall Street estimates.

There is a version of cautious investing that feels responsible. You watch the headlines get worse. You see the market drop. You tell yourself you will get back in when things settle down. It feels like discipline. It feels like you are protecting yourself. Jim Cramer says it is one of the most ...

ATEX's fiscal Q1 revenues might have risen on higher spectrum demand, supported by Lynk satellite tests and Benton County's private wireless deployment.

Investors shouldn't expect a sharp post-earnings jump.

Axcelis Technologies (NASDAQ:ACLS) reported second-quarter 2026 revenue of $215 million and non-GAAP diluted earnings per share of $1.06, with both figures exceeding management’s expectations. The company raised its outlook for the full year, now expecting mid-single-digit revenue growth after previ

Merck KGaA (ETR:MRK) reported accelerating organic sales and earnings growth in the second quarter of 2026, led by Life Science and Electronics, and raised its full-year outlook for sales, EBITDA pre and earnings per share. Group net sales rose 3.4% year over year to €5.434 billion. Organic sales g

Deutsche Telekom (ETR:DTE) reported continued organic growth in the first half of 2026, raised its group free-cash-flow outlook following an increase at T-Mobile US, and announced plans for up to an additional €3 billion in share repurchases during 2026. Chief Executive Officer Tim Höttges said gro

Alphabet is aiming to raise up to $25 billion in a bond sale Thursday in what is expected to be its last dollar-denominated offering of the year, according to investors familiar with the matter. The Google parent has already issued more than $50 billion of bonds globally this year, part of a historic borrowing binge by tech companies funding the AI buildout.

Estée Lauder has underperformed the broader market over the past year, but analysts are cautiously optimistic about the stock’s prospects.

Two investors who called the 2008 housing collapse agree the artificial intelligence trade has a dangerous weak spot. They disagree on whether it is time to bet against it. Michael Burry said Tuesday he is maintaining bearish positions against Nvidia...