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Boeing (NYSE:BA) Shows Operational Acceleration Ahead of Max 7 Rollout
Insider Monkey9d agoneutral
Boeing (NYSE:BA) Shows Operational Acceleration Ahead of Max 7 Rollout

The Boeing Company (NYSE:BA) got a certificate seven years in the making. On August 3, the Federal Aviation Administration approved the 737 Max 7 for commercial service, nearly a decade after Boeing first unveiled the plane and years after the company originally targeted 2019 for certification and delivery. Shares rose 8% that day, closing at […]

Market Storylines: Tech Breakout, Hyperscalers lead the charge + Jobs Friday
NYSE9d agoneutralVIDEO
Market Storylines: Tech Breakout, Hyperscalers lead the charge + Jobs Friday

Michael Reinking, Senior Market Strategist at the NYSE, reviews a pivotal week in which the S&P 500 broke above its May-July trading range near 7,600, driven by strong Q2 earnings, easing oil prices, and mispositioning in tech that sparked a broad-based rally. Hyperscalers led the charge as investors embraced the ongoing shortage of compute capacity, while semiconductors and optical stocks saw volatile swings amid eye-popping growth figures and sky-high expectations. Looking ahead, Friday's jobs report and next week's inflation prints take center stage, with reports suggesting Fed Chair Warsh could support a September rate hike should the data come in hot.

The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.
24/7 Wall St.9d agobullish
The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.

China controls more than 50% of the global transceiver market, and the Federal Communications Commission is drafting a measure to bar imports of new Chinese optical transceivers, with officials hoping to publish the rule this year. Optical transceivers are the fiber-optic pipes that move AI training data between GPUs at the speed of light. If ... The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.

Does T1 Energy’s (TE) Clearway Deal Clarify Its U.S. Solar Advantage or Expose New Risks?
Simply Wall St.9d agoneutral
Does T1 Energy’s (TE) Clearway Deal Clarify Its U.S. Solar Advantage or Expose New Risks?

T1 Energy Inc. recently announced a contract to supply Clearway Energy Group with 641 MW of solar modules using domestic cells from its G2_Austin fab, aligning with its goal of a traceable U.S.-focused solar supply chain and targeting more than 60% domestic content in its modules from 2027. This agreement not only reinforces Clearway’s push to support American manufacturing but also highlights T1’s effort to position its growing U.S. cell and module capacity as a solution to trade and tariff...

e.l.f. Beauty (ELF) Raises 2027 Sales Outlook As It Nears $2 Billion In Sales
Simply Wall St.9d agoneutral
e.l.f. Beauty (ELF) Raises 2027 Sales Outlook As It Nears $2 Billion In Sales

E.l.f. Beauty (NYSE:ELF) lifted its fiscal 2027 sales outlook as it approaches the US$2b annual sales mark. Management plans to use tariff refunds to support marketing and pricing initiatives. The revised forecast and reinvestment plans highlight management's view of the current business trajectory. For readers looking to explore more ideas in related areas, a natural next stop is 8 dividend fortresses NYSE:ELF Earnings & Revenue Growth as at Aug 2026 e.l.f. Beauty sits in the mass...

Space Company Redwire Taps SpaceX ‘Starfall’ Vehicle for Pharma Mission
The Wall Street Journal9d agobearish
Space Company Redwire Taps SpaceX ‘Starfall’ Vehicle for Pharma Mission

Investors are focused on SpaceX’s massive Starship rocket. Space-and-defense company Redwire said it had agreed to send its orbital pharma technology to low-Earth orbit on SpaceX’s Starfall spacecraft, a vehicle that hasn’t flown yet. SpaceX hasn’t said much about Starfall, but has submitted plans to federal regulators that describe it as a cylindrical capsule 2.5-feet high and more than 10 feet in diameter.

IBM (IBM) Secures FedRAMP Moderate Authorization For Maximo
Simply Wall St.9d agoneutral
IBM (IBM) Secures FedRAMP Moderate Authorization For Maximo

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...

Bloomberg9d agoneutral
Warsh’s Faith in Markets Sidelines More Nuanced Fed Policy Tools

(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

How Friday’s Jobs Report Could Push Treasury Yields Lower
Barrons.com10d agoneutral
How Friday’s Jobs Report Could Push Treasury Yields Lower

Treasury yields have given back some of their recent summer surge. What happens next will likely depend on the chances of a longer term peace agreement between the U.S. and Iran and the Federal Reserve’s reaction to Friday’s jobs report. Longer-dated 30-year paper, meanwhile, was marked at 5.176%, down around 8 basis points from last week’s peak of 5.25%, the highest since 2007.