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Tim Archer, CEO of Lam Research, said that his company is investing over a billion dollars to stay ahead of AI buildout demand and the accelerating pace of AI innovation. Archer said that new AI models are demanding more computational power, bandwidth and storage and Lam Research is focused on semiconductor chip innovation to meet those needs.
The main stock indexes failed to make big moves on Wednesday ahead of Nvidia's earnings report, while Meta settled a landmark social media case.
(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe
Artificial intelligence developer Anthropic PBC has committed $45 billion to lease AI cloud computing infrastructure from London-based Nscale.
A late-afternoon recovery fell short for the S&P 500 ahead of a major earnings test for the AI stock rally. The Nasdaq Composite was down 0.1%. An eclectic mix of moment, growth, quality, value, and risk stocks helped propel the market on an otherwise rudderless day.
By Saeed Azhar, Purvi Agarwal and Niket Nishant NEW YORK, Aug 26 (Reuters) - Wall Street's main indexes closed nearly flat to slightly lower on Wednesday after a U.S. inflation reading came in hotter
Coinbase CEO Brian Armstrong says he is weighing relocation.
Nvidia—looking to beat analysts' already high expectations for the 15th quarter in a row—may be in league of its own in tech. But Wall Street sure isn't acting like it. The forward price to earnings ratio for shares of the world's most valuable company is dragging behind chip-makers and other large tech players, perhaps because of concerns about financing risks, long-term revenue generation, or expectations that are just too high.
Another earnings beat may not be the biggest catalyst
Elon Musk just promised Nvidia data centers in orbit by 2027, but SpaceX's own SEC filing told a very different story to regulators just three months ago, and the gap between those two timelines matters a lot if you own SPCX.
Aptos now supports Circle’s CCTP V2, bringing native USDC onto the network in seconds using a burn-and-mint model, no wrapped assets required.
CrowdStrike Holdings Inc. (NASDAQ:CRWD) reports fiscal second-quarter results after Wednesday’s closing bell. Polymarket traders put the odds of adjusted earnings topping 29 cents per share at 80%. The livelier action is on Kalshi, where traders are betting on which words...
<body><p>STORY: :: Parent of teen says 'very pleased' with Meta settlements on child safety</p><p>:: Oakland, California / August 26, 2026</p><p>:: Victoria Hinks, Daughter died by suicide at age 16</p><p>“No amount of money is ever going to bring my beautiful daughter back. I miss her every day. It's the first thing I think of when I wake up. Last thing I think of, she should be going off to college. She would have graduated from high school. We live local, we live in Marin. She would have graduated from Redwood High School. She should be going off to college. Instead, I visit her every day in the cemetery in back of our house.” // "Mark Zuckerberg does not want to go up against and see all the information that they have. So, I'm very pleased. There's lots of lawsuits coming for these companies. Lots of parents, and yeah, I am satisfied. I feel like there's, like justice is possible. So yeah.”</p><p>The settlements announced on Wednesday end a federal trial that had been one of the highest-profile tests of allegations that social media companies harm children.</p><p>While Meta will not undergo a fundamental overhaul, the accords represent a sweeping effort to define how it serves young users.</p><p>Meta agreed for the next decade to restrict teenagers' use of Facebook and Instagram to two hours a day and block all usage from midnight to 6 a.m., absent parental consent.</p><p>These limits could be tightened if other social media companies adopt similar terms. Meta will also enhance measures to prevent children from accessing age-restricted content.</p><p>The settlement does not require Meta, which denied wrongdoing in agreeing to settle, to abandon personalized recommendations or targeted advertising. The total payout represents about three to four months of profit for the Menlo Park, California-based company.</p></body>
IREN Limited (NASDAQ:IREN) stock is down 6% to $39.85 midday Wednesday, as traders trim exposure ahead of a busy earnings sequence for the AI hosting group. Meanwhile, Core Scientific (NASDAQ:CORZ) stock is down 4% to $17.40 in sympathy, marking a coordinated de-risk in two Bitcoin miners turned AI hosts. The Global X Data Center & […]
The bigger story may be what comes after Thursday
An AI stock sits in Nancy Pelosi’s stock portfolio and has slid this year. Here’s what her trades and Q2 earnings suggest is next.
Nvidia is expecting another quarter of massive revenue growth, while its valuation has fallen to historically low levels.
Williams-Sonoma stock dropped on Wednesday even though the home specialty retailer delivered a beat-and-raise quarter in tough times for housing. The stock is up 25% this year, but down 11% from its all-time closing high of $251.78 on Aug. 7, according to Dow Jones Market Data. While other retailers are logging tariff refunds, Williams-Sonoma is feeling a sting.
Meta's financial penalty is less important than the product changes that could significantly impact how kids use social media.
A senior bank executive running real AI deployments just told CNBC that three years of pilots still haven't become scaled infrastructure, and she named 2027 as the year that needs to change. Her warning lands the same night Nvidia reports earnings that Wall Street expects to beat.
Moby summary of Donaldson Company, Inc.'s Q4 2026 earnings call
Moby summary of Williams-Sonoma, Inc.'s Q2 2026 earnings call
JPMorgan’s view of SpaceX’s AI business changes how the stock looks heading into September.
(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa
Oil giant BP agreed to pay $20 billion for the Deepwater Horizon disaster that became the worst offshore spill in the nation’s history. The settlement, first announced in 2016, included $5.5 billion in civil Clean Water Act penalties and billions more to cover environmental damage and other claims by the five Gulf states and local governments. Twenty-four Enron executives, including former CEO Jeffrey Skilling, were convicted for their roles in the fraud.
CATO's Q2 earnings per share and sales decline year over year as weaker consumer spending, lower merchandise margins and occupancy-cost deleverage weigh on results.
Find insight on European banks, Scotiabank, National Bank of Canada and more in the latest Market Talks covering financial services.
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