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25,086 signal articles · 235 in last 24h · 119,654 total before filter · latest 45m ago
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Investing.com6d agoneutral
OpenAI revenue chief quits after less than a year

Investing.com -- OpenAI announced Thursday that Chief Revenue Officer Denise Dresser is leaving the artificial intelligence company less than a year after joining, marking another senior departure as the firm prepares for its initial public offering.

Sandisk forecasts mid-to-high-teens revenue growth through 2030
Reuters6d agoneutral
Sandisk forecasts mid-to-high-teens revenue growth through 2030

Sandisk on Thursday said it expects revenue to grow at a mid-to-high-teens percentage rate from fiscal years 2028 to 2030, ‌encouraged by strong demand amid rapid AI infrastructure buildout. The company said ‌the projection is in line with growth in the amount of storage capacity it produces, a ​metric the industry calls "bit growth." • Speaking at Sandisk's Investor Day, finance chief Luis Visoso said the company expects adjusted gross margins to remain at around ⁠80% over the same period.

Investing.com6d agoneutral
Webull details mechanics behind managed portfolio launch

Investing.com -- Webull's new managed bond portfolios hold individual positions as small as $100 per CUSIP, against a traditional market where reasonable execution typically requires upwards of $10,000 per position, the company recently told Investing.com.

Wells Fargo resets Microsoft stock price target for 2026
TheStreet6d agoneutral
Wells Fargo resets Microsoft stock price target for 2026

Microsoft spent most of this year being punished for spending too much. The stock fell more than 20%. Analysts cut targets. The narrative shifted from AI winner to AI victim. Wells Fargo was part of that story. In mid-July, it trimmed its own target to $625 from $650, nervous about how much capital ...

Is Lowe's Companies (LOW) Undervalued As Its Earnings Call Nears?
Simply Wall St.6d agoneutral
Is Lowe's Companies (LOW) Undervalued As Its Earnings Call Nears?

Lowe's Companies earnings call and community investment draw investor attention Lowe's Companies (LOW) has set its Second Quarter 2026 earnings conference call for Wednesday, Aug. 19, and has also completed a five year, $100m hometown revitalization commitment. For investors watching Lowe's Companies stock, the scheduled earnings call and recent $20m in Community Impact Program commitments provide additional context for assessing how the business and its broader brand efforts are...

GE Vernova (GEV) After Strong Q2 Results And Raised Guidance Looks Fully Valued
Simply Wall St.6d agoneutral
GE Vernova (GEV) After Strong Q2 Results And Raised Guidance Looks Fully Valued

GE Vernova (GEV) is back in focus after its strong second quarter 2026 report, where the company highlighted higher orders, revenue growth, improved margins and raised guidance for both revenue and free cash flow. See our latest analysis for GE Vernova. GE Vernova’s share price is now at $1,039.90, with the year to date share price return of 53.03% and a 1 year total shareholder return of 64.31%. The weaker 90 day share price return of a 4.64% decline suggests some of that momentum has cooled...

How Nvidia’s $500 Billion AI Infrastructure Financing Push Could Impact NVIDIA (NVDA) Investors
Simply Wall St.6d agoneutral
How Nvidia’s $500 Billion AI Infrastructure Financing Push Could Impact NVIDIA (NVDA) Investors

Nvidia recently unveiled memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent compute financing platforms intended to mobilize over US$500.00 billion of third‑party capital for global AI infrastructure buildouts across data centers and “AI factories.” This move effectively recasts Nvidia GPUs and systems as long‑lived, financeable infrastructure assets, widening access to its platforms while raising fresh questions about...

Delta Ups Its Bet on Austin with New Paris Flights
The Wall Street Journal6d agoneutral
Delta Ups Its Bet on Austin with New Paris Flights

Delta is throwing down the gauntlet in Austin, announcing plans to launch daily summer-seasonal flights to Paris next year as it vies for position as the Texas capital’s global airline. When the flights start in March, Delta will be the only U.S. airline to fly to Europe from the fast-growing Texas city. Delta has homed in on Austin’s concentration of affluent travelers that can feed into the airline’s loyalty program and co-branded credit card.