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Hyperscalers are signing decade-long power deals that would have seemed absurd three years ago, and three nuclear stocks sit at the center of that shift as an operator, a fuel producer, and a components maker each tell a very different story about risk and reward.
AI infrastructure spending is entering its heaviest deployment phase yet, and three stocks spanning GPUs, custom silicon, and data center power are sitting right at the center of that trade heading into August.
Plus: Explosive drone at German airport marks new threat for Europe, and Meta AI hacks add to concerns over rogue bots.
Cloudflare shares rose before the bell on Friday after the cloud services firm raised its annual forecasts, betting that resilient AI-driven demand will sustain traffic across its network. Quarterly results of Cloudflare, whose shares were last up 16.2% at $330.51, follow Amazon.com's strongest cloud growth in more than four years. Cloudflare now expects full-year revenue of $2.86 billion to $2.87 billion, up from its prior expectation of $2.805 billion to $2.813 billion.
Cloudflare shares rose before the bell on Friday after the cloud services firm raised its annual forecasts, betting that resilient AI-driven demand will sustain traffic across its network. Quarterly results of Cloudflare, whose shares were last up 16.2% at $330.51, follow Amazon.com's strongest cloud growth in more than four years. Cloudflare now expects full-year revenue of $2.86 billion to $2.87 billion, up from its prior expectation of $2.805 billion to $2.813 billion.
Today's jobs report, out at 8:30 a.m. ET is expected to show fairly solid payroll gains and a steady unemployment rate in July. A deviation from those expectations could swing the outlook for Federal Reserve rate hikes, with markets on the fence about September's meeting. S&P 500 futures are slightly higher and Nasdaq 100 futures moderately so ahead of the jobs report.
CringeMart curates an assortment of products like condoms and digestive aids that have become hallmark purchases for the delivery company.
U.S. stocks haven't had a week this strong for months. The S&P 500 and Dow are up 2.9% and 2.7%, respectively, through Thursday—putting both on track for their largest weekly gains since the week ending April 17.
The Fed’s next rate move might actually be a cut, the Clarity Act crypto bill is in doubt, and more news to start your day.
Investors look to prediction markets for higher returns, but that's probably a bad idea.
Cloudflare (NET) shares jumped early Friday after the cloud and cybersecurity company lifted its ful
ByteDance is reportedly developing a new AI model that may rival the scale of Anthropic’s advanced Mythos system, in a bid to close the gap with leading U.S. AI companies. The Chinese tech giant is training an AI model with...
Investors want to forget about the fact that this dominant company's shares have underperformed the S&P 500 index in the last five years.
(Bloomberg) -- The copper market is tightening fast, with a surge in shipments to the US and rising orders in China setting the stage for a rally that could take global benchmark prices to all-time highs. Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s Mortgage Firm Suffer
MARA posted a $611.3 million Q2 net loss as revenue fell 27% to $174.9 million. Bitcoin holdings declined 29% year over year to 35,577 ...
The merger filing of Union Pacific and Norfolk Southern still lacks information for proper federal review, say shippers’ trade groups. The post Rail merger a failure on first sight, shippers protest appeared first on FreightWaves.
The work is intended to support project definition and planning as the Area 4 partners move towards an FID, which is anticipated in 2026.
Morningstar said Cloudflare’s distributed network positions it to benefit as enterprises look for lower-latency and more cost-efficient alternatives to centralized cloud AI processing.
<body><p>STORY: From BP making huge profits to Toyota's raised forecast... This is the Week in Numbers. </p><p>:: Week in Numbers </p><p>:: $5.73 billion</p><p>$5.73 billion was how high BP's second-quarter profit reached.</p><p>The British energy major cited higher energy prices, trading and refining margins.</p><p>Oil giants have scored big this year from market volatility caused by the U.S.-Iran war.</p><p>BP rival Shell also reported a doubling of second-quarter profit a week before.</p><p>:: 12%</p><p>About 12% was how much SpaceX shares dropped by after its first-ever earnings call as a public company.</p><p>Investors were worried about heavy AI spending on data centers and Nvidia chips.</p><p>Quarterly capital spending on AI reached $15.8 billion.</p><p>Elon Musk's rocket company said the economics of the investments were improving, but suggested AI investments would stay elevated.</p><p>:: $497 million</p><p>$497 million was the sales figure for Novo Nordisk's Wegovy pill.</p><p>That disappointed investors as it just missed expectations.</p><p>Shares dropped despite the Danish drugmaker raising its full-year profit and sales outlook.</p><p>Novo is battling to regain ground from U.S. rival Eli Lilly in the obesity drug market.</p><p>:: 10%</p><p>More than 10% is how far Lufthansa shares fell during the week.</p><p>Investors sold off after the German airline cut its profit outlook.</p><p>It further warned earnings could fall this year after the Iran war drove up fuel costs.</p><p>The warning showed the pressure European airlines face due to higher jet fuel costs.</p><p>:: $6.3 billion</p><p>$6.3 billion was the size of the share buyback announced by Toyota.</p><p>The world's biggest automaker also raised its annual operating profit forecast by 13%.</p><p>But Toyota also reported a 9% slide in first-quarter profit - its fifth straight quarter of declines.</p><p>It was hit by falling sales in China while the Iran war also raised costs for raw materials and parts.</p></body>
Sector ETFs give the impression of diversification. Most of them don't have it.
The global automotive LiDAR market is projected to experience significant growth, reaching $11.26 billion by 2033, driven by the adoption of advanced Level 2+ and Level 3 automated driving systems in electric vehicles. This growth is supported by the push towards integrating solid-state LiDAR and semiconductor technologies to enhance intelligent vehicle production. The Asia-Pacific region leads in LiDAR adoption, aided by strong intelligent vehicle production and a concentrated supplier...
In an interview with Punchbowl News, President Trump said expanding data center infrastructure is critical to supporting AI growth.
Despite beating revenue expectations, SpaceX stock fell heavily following its Q2 results, and there could be further selling on the way this week.
First Solar (NASDAQ:FSLR) shares climbed around 8% in premarket trading after US President Donald Trump signed an executive order introducing a 15% tariff alongside minimum import price requirements for polysilicon and its downstream products. The measures, implemented under Section 232 of the Trade Expansion Act, will take effect on 4 December 2026.
Wall Street closed lower on Thursday as market participants waited for a permanent settlement of the Middle East geopolitical conflicts.
SpaceX is having a rough start to life as a public company.
DaVita HealthCare Partners Inc. (NYSE:DVA) shares gained around 2.
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