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Louis Navellier sees uncommon August rebound after Palantir blowout
TheStreet12h agoneutral
Louis Navellier sees uncommon August rebound after Palantir blowout

Notable earnings came from Palantir (PLTR), which took some air out of the short seller’s narrative that AI is going to replace all software stocks. For a while, that worry hurt Microsoft (MSFT). But between Microsoft's recent beat from monetizing OpenAI and Palantir's phenomenal beat following two ...

Exclusive-Samsung, SK Hynix test Chinese chip tools as hedge against US risks
Reuters12h agoneutral
Exclusive-Samsung, SK Hynix test Chinese chip tools as hedge against US risks

Samsung Electronics and SK Hynix are evaluating chipmaking equipment from China's Advanced Micro-Fabrication Equipment (AMEC) for possible use at their Chinese factories, three people familiar with the matter said, as the South Korean firms hedge against the risk of tighter U.S. export controls. The memory chipmakers began ‌testing AMEC etching equipment about two years ago, when uncertainty was mounting over whether Washington would continue allowing them to import U.S. chipmaking tools into ‌China, two of the sources said.

Why Bank of America Remains Bullish on Tesla Despite Weaker Q2 Profitability
Insider Monkey13h agoneutral
Why Bank of America Remains Bullish on Tesla Despite Weaker Q2 Profitability

Over the past year, the broader market continued to overlook weaker earnings, provided companies make a strong case for AI investments. The market used to believe that if companies spend significantly today, they can dominate tomorrow. However, this narrative seems to be changing. Investors are now being selective, wondering if these investments will eventually translate […]

Rocket Lab (RKLB) Lands $397 Million Space Force Flatellite Contract
Simply Wall St.13h agoneutral
Rocket Lab (RKLB) Lands $397 Million Space Force Flatellite Contract

Rocket Lab was awarded a $397 million contract to build, launch, and operate advanced Flatellites for the U.S. Space Force's SB-AMTI program. The award expands Rocket Lab's role in military space applications and is expected to draw on its Neutron launch system. Rocket Lab, NasdaqGS:RKLB, is moving deeper into defense work with this multi hundred million dollar U.S. Space Force contract. The stock trades at $74.47 and has returned 16.6% over the past week and 66.4% over the past year. Over...

Is SoundHound AI (SOUN) A Bargain On Its MUSC Health Voice AI Expansion?
Simply Wall St.13h agoneutral
Is SoundHound AI (SOUN) A Bargain On Its MUSC Health Voice AI Expansion?

SoundHound AI (SOUN) is back in focus after MUSC Health expanded use of its Emily voice agent across retail and specialty pharmacy phone lines, marking one of the first agentic voice deployments for an Epic system. See our latest analysis for SoundHound AI. The MUSC Health expansion has arrived just as SoundHound AI’s share price return has swung sharply this year, with a 1-day move of 6.89% and 7-day gain of 4.49% contrasting with a 90-day share price return that is down 30.42% and a 1-year...

Paramount Skydance (PSKY) Gets EU Clearance For Warner Bros. Discovery Acquisition
Simply Wall St.13h agoneutral
Paramount Skydance (PSKY) Gets EU Clearance For Warner Bros. Discovery Acquisition

Paramount Skydance (NasdaqGS:PSKY) has received formal clearance from the European Commission for its acquisition of Warner Bros. Discovery. This approval addresses a key regulatory step in Europe after reviews in multiple major jurisdictions. The decision was announced as most global regulatory approvals for the transaction have now been secured. For investors following Paramount Skydance, the company operates at the intersection of filmed entertainment, television and streaming, where...

Dynatrace (DT) Adds Google Executive To Its Board As It Expands AI Tools
Simply Wall St.13h agoneutral
Dynatrace (DT) Adds Google Executive To Its Board As It Expands AI Tools

Dynatrace (NYSE:DT) announced new autonomous agents, a no-code agent builder, and more integrations within its Dynatrace Intelligence platform. Gremlin Inc. introduced a native resilience testing app that now runs directly inside the Dynatrace platform. Chandu Thota, a senior engineering executive from Google, was appointed to the Dynatrace Board of Directors. Dynatrace sits at the intersection of observability, application performance, and security for large enterprises. The latest...

Amazon (AMZN) Faces New Rules After Court Lets Perplexity AI Shop Its Platform
Simply Wall St.13h agoneutral
Amazon (AMZN) Faces New Rules After Court Lets Perplexity AI Shop Its Platform

A U.S. appeals court has overturned a previous ruling and allowed Perplexity to use its AI shopping tools on Amazon's platform. This is the first federal appellate decision on how AI agents may access and operate on major online marketplaces. The ruling affects Amazon.com's control over third party tools on its marketplace and may influence future platform policies. Amazon.com, listed as NasdaqGS:AMZN, now faces a new legal backdrop for how AI driven services plug into its marketplace. The...

Is Shopify (SHOP) Quietly Redefining Its Moat Through AI-Powered Payments And Surging B2B GMV?
Simply Wall St.13h agoneutral
Is Shopify (SHOP) Quietly Redefining Its Moat Through AI-Powered Payments And Surging B2B GMV?

Rowan Street Capital recently highlighted Shopify’s past Q1 2026 results, where the company reported 34% revenue growth and a 35% increase in Gross Merchandise Volume, marking its second straight quarter above US$100 billion GMV and strong gains in B2B and Shop Pay activity. The firm also underscored how Shopify’s core operating income more than doubled while AI-powered commerce tools helped broaden platform usage across larger and more complex merchants. We’ll now examine how Shopify’s...

Is Southern Copper (SCCO) Above Fair Value Following Record Results And A Higher Dividend?
Simply Wall St.13h agoneutral
Is Southern Copper (SCCO) Above Fair Value Following Record Results And A Higher Dividend?

Southern Copper (SCCO) is back in focus after reporting record financial results driven by strong metal prices, while dealing with lower production and announcing a US$1.10 per share second quarter dividend. See our latest analysis for Southern Copper. Southern Copper’s share price has reacted strongly to the record results and higher dividend, with a 1-day share price return of 4.98% and year to date share price return of 33.69%, while the 1-year total shareholder return of 119.60% points to...

Texas Instruments (TXN) Lands GE Appliances Role In Next Connected Devices
Simply Wall St.13h agoneutral
Texas Instruments (TXN) Lands GE Appliances Role In Next Connected Devices

GE Appliances has announced plans to integrate Texas Instruments semiconductors into its next generation of connected appliances manufactured in the U.S. Texas Instruments will supply microcontrollers and connectivity solutions that sit at the core of GE Appliances' smart home product lineup. The collaboration focuses on U.S. based production and reflects growing demand for reliable IoT hardware in large scale consumer products. For investors tracking Texas Instruments, ticker NasdaqGS:TXN,...

Coherent (COHR) Stock Slides As New China Data Center Curbs Come Into View
Simply Wall St.14h agoneutral
Coherent (COHR) Stock Slides As New China Data Center Curbs Come Into View

Reports indicate the U.S. is considering new restrictions on certain data center components supplied to China. The potential rules focus on technology exports that involve high performance computing and advanced data infrastructure. Shares of Coherent (NYSE:COHR) and several optical and semiconductor peers have reacted to the reports as investors assess possible demand risks. Coherent sits at the crossroads of optics and semiconductors, with products that are used in data communications,...

DigitalOcean (DOCN) Is Up 14.6% After Raising 2026 Revenue Outlook On AI Cloud Demand - What's Changed
Simply Wall St.14h agoneutral
DigitalOcean (DOCN) Is Up 14.6% After Raising 2026 Revenue Outlook On AI Cloud Demand - What's Changed

In the past week, DigitalOcean Holdings, Inc. reported second-quarter 2026 results with revenue rising to US$281.18 million while net income eased slightly to US$35.44 million and the company booked a US$311,000 impairment on certain long-lived assets. Management also issued new guidance calling for third-quarter 2026 revenue of US$304 million to US$307 million and full-year 2026 revenue of US$1.17 billion to US$1.18 billion, highlighting confidence in demand from AI customers and broader...

Lucid Group Q2 Earnings Call Highlights
MarketBeat14h agoneutral
Lucid Group Q2 Earnings Call Highlights

Lucid Group (NASDAQ:LCID) outlined a broad operational reset during its second-quarter 2026 earnings call, with newly appointed CEO Silvio Napoli saying the electric-vehicle maker is targeting approximately $1.4 billion in cash-flow improvements this year while reducing production, lowering inventor

Kratos Defense & Security Solutions Q2 Earnings Call Highlights
MarketBeat14h agoneutral
Kratos Defense & Security Solutions Q2 Earnings Call Highlights

Kratos Defense & Security Solutions (NASDAQ:KTOS) reported second-quarter 2026 revenue and adjusted EBITDA above its prior forecast, citing demand across hypersonics, jet engines, space systems, counter-unmanned aircraft systems and unmanned aircraft. Revenue for the quarter was $458.8 million,