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Tech Powers S&P 500 to New High While Dow Stumbles After Jobs Data

Shares of this infrastructure stalwart set a new 52-week high-water mark today.

The S&P 500 and Dow Jones hit highs while the Nasdaq raced above key levels as oil prices and yields fell. Palantir, Cloudflare and SpaceX were big movers amid earings.

Elon Musk is turning to off-grid power to power his AI ambitions; he's not alone.

If chips are being swapped out every two years, the depreciation math looks a bit rough.

A Texas judge dismissed claims that the drugmakers illegally blocked access to compounded weight-loss drugs.

The stock is rebounding after its first major share unlock, but another expiration is already approaching.

ASTE's cheap valuation, rising backlog and aftermarket strength offer a mixed picture as earnings pressure and execution risks weigh.

SK Hynix just committed to one of the biggest fab investments in memory history, and its stock immediately sold off. Whether that reaction signals panic over capital spending or a buying opportunity depends on a structural argument about 2027 that not everyone buys.

Datadog (DDOG) delivered stronger-than-expected Q2 as revenue growth accelerated and demand remained

Apple has surged nearly 50% in a year and just posted its ninth straight earnings beat, so the $400 question is back on the table. Our model has a clear answer, and it might surprise the bulls.

Commerce.com's Q2 earnings doubled and beat estimates on operating leverage, but revenues miss as AI costs and a softer outlook weigh on results.

IT's discounted valuation, rising earnings outlook and strong cash flow offer appeal, but uneven revenue growth and Consulting weakness add risk.

EAT's Q4 results are likely to reflect Chili's traffic gains, value-led menu momentum and labor efficiencies, partly offset by commodity inflation.

AppLovin stock sinks as analysts lower price targets following Q2 earnings. Here’s how you should play APP shares at current levels.

A New Mexico judge called the company a "public nuisance" and required changes to its apps

INOD tops Q2 earnings and revenue estimates as AI demand and margin expansion fuel record profitability, sending shares up about 14.6% after hours.

Find insight on Munich Re, Oversea-Chinese Banking Corp., Assicurazioni Generali and more in the latest Market Talks covering financial services.

ANET pairs strong AI networking growth with record financial performance, but its premium valuation leaves little room for execution missteps.

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

Palantir Technologies Inc. (PLTR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Unity Software Inc (NYSE:U) shares moved higher on Friday after analysts at Wedbush and Bank of America raised their outlooks for the company, citing stronger-than-expected growth in its Vector advertising platform and the potential for further gains from the integration of runtime...

Earnings shock puts Serve Robotics in focus Serve Robotics (SERV) is in the spotlight after its latest earnings release combined very strong year over year revenue expansion with a much larger net loss and a reduced outlook that weighed on the stock. See our latest analysis for Serve Robotics. At a share price of $5.68, Serve Robotics has seen a 7 day share price return of 18.09%, while the 90 day share price return is down 35.23% and the 1 year total shareholder return is down 46.36%. This...

Investing.com - Citadel Securities' Scott Rubner has started advocating for adding structural exposure to gold for the first time in 2026, calling the current precious metals setup "one of the more compelling upside setups we have seen in precious metals in months."

Warby Parker (NYSE:WRBY) announced the launch of its first Intelligent Eyewear collection in collaboration with Google Gemini and Samsung. The collection introduces smart eyewear features that integrate with Google Gemini and Samsung technology platforms. The move extends Warby Parker's product range beyond traditional prescription and sun eyewear into connected devices. Readers interested in more ideas linked to the digital backbone that supports products like Warby Parker's new...

Applied Optoelectronics, Inc. recently reported second-quarter 2026 results showing sales rising to US$191.92 million from US$102.95 million a year earlier, while net loss widened to US$22.78 million and basic and diluted loss per share from continuing operations increased to US$0.28 from US$0.16. Despite higher losses, the company highlighted record revenue for the fifth consecutive quarter and strong demand for its next-generation 800G and 1.6T AI-focused optical transceivers, alongside...

In the past week, Autodesk reported steady fiscal Q2 sales trends despite its ongoing restructuring, with partners successfully adjusting to the company’s newer transaction model, according to recent commentary. Investors are also watching closely ahead of the previously scheduled 27 August 2026 earnings release, where analysts had been expecting year-on-year growth in both earnings and revenue. What stands out is that Autodesk’s operational reshaping appears to be progressing without major...

Super Micro Computer stock has delivered a very large 5 year gain, yet its recent share price and the latest valuation checks send a more mixed message about how much upside might be left. After a period where the price has fallen 37% over the past year but recovered 11.9% over the past month, investors are weighing that history against what current valuation signals suggest. Over 5 years, Super Micro Computer has returned roughly 7x an initial investment. That makes the current pricing...

Arista Networks unveils new AI networking platforms to expand Ethernet AI opportunities, but customer adoption and execution will determine how the rollout unfolds.

Its five-year correlation to the market is low, and that buys a different kind of risk rather than less of it.