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Moby summary of Blaize Holdings, Inc.'s Q2 2026 earnings call

Moby summary of AirJoule Technologies Corporation's Q2 2026 earnings call

Businesses are under pressure to move fast and stay agile as they decide where to focus investments. Urgent decisions have to be made under uncertainty.

AMD just posted blowout earnings and still cratered 9% after hours, but one Wall Street analyst sees that selloff as the setup for a gain most investors would dismiss as fantasy.

U.S. Antimony's 2026 sales outlook just took a big turn for the worse.

Occidental Petroleum delivered a quarter that surpassed Wall Street’s expectations, with management attributing the strong performance to operational efficiency gains and disciplined cost control across its U.S. and international assets. CEO Richard Jackson cited the company’s ability to drive down principal debt and enhance production efficiency, particularly in the Permian Basin, as central to the results. Additionally, the midstream and marketing segment benefited from gas marketing optimizat

United Airlines’ Cargo President Jan Krems is stepping down next month after a dozen years at the carrier and a reputation as one of the best air cargo executives of the past 40 years. The post United Airlines cargo chief Jan Krems to retire after storied career appeared first on FreightWaves.

The ban on taking two consecutive remote days includes Friday to Monday and takes effect in mid-September, according to a policy update workers received last week.

Reddit stock takes off after S&P 500 upgrade: index funds could fuel fresh demand

CEO John Furner and CFO John David Rainey pointed to one troubling change in shopper habits.

The Robinhood Investor Index tracks the most-owned stocks on the platform.

Shares of Fortinet, Inc. (FTNT) gain 7,982% since institutions first bought big in 2010.

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

A regulatory filing shows Musk holds 48.4% of SpaceX as of June 30, though he says part of the stake is subject to vesting conditions

Investors may want to exercise caution right now.

The companies will expand their existing Zagreb service to four additional European cities, with Middle East deployment also planned

Steve Eisman says OpenAI and Anthropic drive 70% of Big Tech AI revenue, and cheap Chinese models could threaten it.

Just days after Quantinuum’s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan’s Quanta Computer.

Pushed to their limits, patients are turning to social media to plead for help getting their medical care covered.

Earlier this week, International Business Machines Corporation announced a wide-ranging partnership with OpenAI and a multi‑year US$240 million agreement with Together AI to deploy NVIDIA-powered AI infrastructure on IBM Cloud for large‑scale open‑source model inference. By embedding OpenAI’s frontier models directly into IBM Consulting and standing up a dedicated OpenAI Practice, IBM is signaling an intensified push to become a core enterprise AI implementation partner across regulated...

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Earlier this week, Citizens JMP Securities upgraded Okta to “Market Outperform,” highlighting the company’s expanded AI-focused identity security capabilities, including its Permiso Security acquisition, new partnerships, and recently enhanced products geared toward securing AI agents. Okta also introduced identity-scoped Model Context Protocol tool lists that can sharply cut AI agent token usage by limiting tool access to what each identity is authorised to use, potentially aligning cost...

Jim Cramer cheered Brinker International's 21-quarter winning streak on Mad Money, and the stock jumped anyway despite a missed earnings print. But a closer look at the filing reveals a hidden drag that the Chili's headline numbers quietly bury.

Uber Technologies stock has delivered a strong 90.4% gain over the past five years, yet current valuation checks still suggest the shares lean cheap rather than stretched. With the company leaning into autonomous vehicles and large acquisitions, investors are weighing that track record against what the current price implies. Over five years, Uber Technologies has returned 90.4%, which puts current holders in a solid position but raises the question of how much of that progress is already...

Microchip Technology (NasdaqGS:MCHP) announced a new radiation tolerant Space CSAC SA65 atomic clock for satellite systems, aimed at compact and energy efficient timing in orbit. The company also introduced a major upgrade to its PolarFire FPGA Ethernet Sensor Bridge to support AI driven edge sensor connectivity for cameras. The updated sensor bridge targets robotics, medical and industrial uses that rely on NVIDIA based platforms and tighter latency control at the edge. These launches...

Amgen stock has delivered strong gains over the past five years, yet the current share price sits at a discount to an intrinsic value estimate based on a Discounted Cash Flow (DCF) model, while broader valuation checks point to a more mixed picture. Amgen has returned 116.3% over the past five years, which puts more weight on whether the current valuation still leaves room for an attractive long term outcome. Plans to open a new Science and Innovation Center in Hyderabad can support...

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

McLaren revealed a long rumored car during Monterey Car Week, and the story isn't its sweeping lines - its the gearbox. 

Texas Pacific Land’s second quarter was marked by strong year-over-year growth but was met with a negative market reaction, reflecting concerns over the company’s revenue miss relative to analyst expectations. Management attributed quarterly performance to record royalty production in oil and gas, supported by higher realized commodity prices and increasing demand for produced water royalty volumes. CEO Tyler Glover emphasized that “our unhedged royalty position allowed us to benefit fully from

Honeywell International (NASDAQ:HON) CFO Mike Stepniak said the company is off to a strong start following its portfolio transformation, citing favorable July order trends, broad regional demand and improving prospects for the second half of the year and into 2027. Speaking at a Deutsche Bank confe