
Nvidia has badly lagged its sector in 2026, creating a valuation gap relative to its peer group.
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Nvidia has badly lagged its sector in 2026, creating a valuation gap relative to its peer group.

Between the AI agent craze and the global memory-chip shortage, Apple might struggle to keep these refreshed little powerhouse Macs in stock.

Boeing clinched a multiyear contract worth up to $131 billion to serve the U.S. Air Force's F-15 program, offering the plane maker a rich opportunity to grow its defense business over the next decade. The contract announced yesterday covers potential payments for upgrades, retrofits and maintenance work across F-15 fleets in the U.S. and with foreign buyers including Japan, Israel and Saudi Arabia. The exact quantity of jets on order and the delivery schedule still need to be worked out.

Comfort Systems, Piper Sandler, and FTAI Aviation posted strong Q2 2026 results outside the tech sector, with revenue growth, margin gains, and rising analyst price targets.
The Nvidia sell-off into earnings deepens.

By Mike Scarcella WASHINGTON, Aug 25 (Reuters) - Alphabet's Google on Tuesday expanded its Gemini Enterprise artificial intelligence platform with new tools for lawyers and law firms, accelerating a

U.S. aims to defeat Iran with more sanctions, how auto makers lose from new tariffs, ETF closures have nearly doubled this year, and more news to start your day.

Heading into the earnings reports for CrowdStrike, Okta, SentienelOne, Palo Alto Networks and Zscaler, cybersecurity stocks have been on fire. With expectations running high, the cybersecurity stocks could be volatile if financial results underwhelm investors.

FEATURE Tesla recently raised prices for two trims of its avant-garde Cybertruck. The move is likely about costs, not demand. The dual-motor all-wheel drive version now starts at about $75,000, up from $70,000, according to Tesla’s website.

Smaller projects drive growth as housing affordability pressures big-ticket demand.

Plus: U.S. sanctions suspected Iranian hackers on ‘economic D-Day;’ Alabama subpoenas OpenAI over rogue cyberattack.

With analysts raising their price targets and AI security demand accelerating, CrowdStrike has plenty of momentum heading into Q2.

$137 billion How much traditional IPOs in the U.S. have raised so far this year, according to Dealogic. A parade of offerings still the pipeline promise to make this a record year: Anthropic alone, which could debut as soon as September or October, is expected to raise up to $100 billion, according to people familiar with the matter.

Bitcoin crossed above $80,000 as U.S. stock futures pointed higher after a tech-led slide on Monday

Dick’s Sporting Goods Inc. lowered its full-year outlook amid weakness at its recently acquired Foot Locker unit, overshadowing sales gains during the World Cup.

Recent food-safety scares have cut into restaurants’ traffic. Cava Group is no exception, but the Mediterranean fast-casual chain bounced back quickly thanks to its varied menu and a food-safety advisory council aimed at protecting its customers. Federal health officials have linked one outbreak to shredded iceberg lettuce from a Mexican supplier for Taco Bell restaurants.

Navitas Semiconductor Corp (NASDAQ:NVTS) shares rose in Tuesday premarket trading after the company announced a definitive agreement to acquire Claros, Inc. for up to approximately $232.8 million, expanding its AI data-center power portfolio. Navitas Expands AI Power Portfolio The acquisition would add Claros’ vertical power delivery, or VPD, and integrated voltage regulator, or IVR, technologies to Navitas’ GaN and high-voltage silicon carbide portfolio. Navitas said the combination would exten

Nvidia (NASDAQ:NVDA) will face a major test when it reports results on Wednesday, with investors looking for evidence that its next-generation Rubin chips can sustain the company’s rapid growth while scrutiny increases over the financing behind the artificial intelligence infrastructure boom. The chipmaker has emerged as the dominant beneficiary of massive investment in AI computing capacity.
Treasuries now yield nearly 5%, raising the stakes for every dividend stock in a boomer portfolio. Five companies have raised their payouts through recessions, inflation spikes, and rate cycles, and the case for owning them lifetime has never required more scrutiny.

Young adult apparel retailer Abercrombie & Fitch (NYSE:ANF) will be reporting results this Wednesday before the bell. Here’s what to look for.

CRM software giant Salesforce (NYSE:CRM) will be announcing earnings results this Wednesday after market hours. Here’s what to expect.

Nvidia's results on Wednesday will test whether the company's latest Rubin chips can drive another period of explosive growth, with some investors questioning the sustainability of the AI spending boom. The chipmaker has been the biggest beneficiary of the race to build AI infrastructure. Nvidia's shares have risen 11.8% so far this year and lagged major rivals, with the company briefly ceding its position as the world's most valuable firm to Apple last month.

Expanding the carrier's cold chain footprint and attracting more pharmaceutical shippers are among Nick Gennari's priorities.

The final weeks of summer are typically quiet on Wall Street. A wave of initial public offerings expected after Labor Day is bringing a burst of activity. Fund managers and analysts say their calendars are filling up with meetings with companies eager to test investor appetite.

AM Intelligence, an Indian AI infrastructure company, has ordered 9,000 Nvidia Corp. Vera Rubin systems, seeking to become one of the first adopters of the advanced computing platform in Asia.

U. S. stock futures moved higher on Tuesday as investors looked ahead to Nvidia (NASDAQ:NVDA) earnings and key inflation data later in the week, while markets assessed Washington’s expanded sanctions campaign against Iran.

The Fed spent the past few years relearning the dangers of underestimating inflation. The challenge now is complexity and financial innovation.

Oil pulled back and the dollar strengthened to a one-week high after the Treasury Secretary warned countries and companies that do business with Iran will face U.S. retaliation.
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