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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.
Spreading a large inherited 401(k) evenly across the 10-year window feels like the safe, responsible move, but for high earners between 50 and 65, that instinct quietly hands a six-figure check to the IRS.
Cloudflare (NYSE:NET) shares jumped around 16% in premarket trading on Friday after the cloud networking and cybersecurity company reported second-quarter results that exceeded Wall Street expectations and raised both its quarterly and full-year guidance. The company delivered better-than-expected earnings and revenue, reflecting continued demand for its cloud infrastructure and artificial intelligence services.
(Bloomberg) -- After spending much of the year in the stock market doghouse over fears about their profligate spending on artificial intelligence, the world’s biggest technology companies are suddenly leading the way once again. 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 VaccinesIshbi
Airbnb (NASDAQ:ABNB) shares climbed more than 8% in premarket trading on Friday after the online accommodation platform reported second-quarter results that exceeded Wall Street forecasts and upgraded its outlook for the full year. Strong travel demand, rising booking volumes and higher average daily rates supported the company’s performance.
Caterpillar, Mercury and Zebra have been highlighted in this Investment Ideas article.
On August 5-6, 2026, the joint venture between SpaceX, Tesla, and Intel was formalized in Grimes County, Texas, following the signing of a JETI tax abatement agreement and a $10 million non-refundable payment. The project, centered at the former Gibbons Creek coal-fired power plant site, marks a definitive step toward the construction of what Elon […]
September S&P 500 E-Mini futures (ESU26) are up +0.25%, and September Nasdaq 100 E-Mini futures (NQU26) are up +0.55% this morning, rebounding from yesterday’s losses, while investors await the key U.S. jobs report for fresh clues on the Federal Reserve’s policy path.
The project includes a 150MW/750MWh battery energy storage system capable of storing energy for five hours.
The project includes a 150MW/750MWh battery energy storage system capable of storing energy for five hours.
The competitive risk posed by satellite providers such as Starlink has been overstated, according to T-Mobile (NASDAQ:TMUS) Chief Executive Srini Gopalan, who argued that traditional mobile operators remain well positioned to meet consumers’ connectivity needs. Speaking in an interview with the Financial Times, Gopalan questioned the role satellite-based mobile services are expected to play and suggested that telecom companies should remain focused on offering products that clearly address custo
As data centers strain the grid and hyperscalers race to secure reliable electricity, utilities with nuclear and renewable assets are moving from sleepy dividend plays to essential AI infrastructure stocks.
Style Box ETF report for VUG
Style Box ETF report for VBR
Style Box ETF report for IWN
Amazon's cloud services business grew revenue by 37% in the quarter and increased operating income by a whopping 63%.
Trade Desk stock slumped 28% in premarket trading after the advertising technology company reported second-quarter revenue that fell short of expectations. The company reported adjusted earnings of 34 cents a share and revenue of $715 million, up 3% from a year ago. Analysts tracked by FactSet expected adjusted earnings of 18 cents a share and revenue of $752.6 million.
The company said the new drinks range “marks the company's official entry into the lifestyle nutrition category”.
Despite reaching the milestone, the agency has still yet to launch a capability to process finally liquidated entries as a Department of Justice appeal lingers.
Nokia Oyj (NYSE:NOK) is back in focus after launching what it calls the first commercial AI-RAN platform for mobile networks, alongside new AI-powered network collaborations with Nvidia and Dell aimed at future 6G connectivity. See our latest analysis for Nokia Oyj. Despite the AI-RAN announcement and new partnerships, Nokia Oyj’s share price has been volatile, with a 7 day share price return of 3.74% but a 30 day decline of 20.42%, while the 1 year total shareholder return of 132.55% and 3...
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