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IREN’s $100 Bull Case Hinges on a 5-10x AI Cloud Advantage
Insider Monkey6d agoneutral
IREN’s $100 Bull Case Hinges on a 5-10x AI Cloud Advantage

Iren Ltd. (NASDAQ:IREN) has been transitioning itself from being a Bitcoin miner into a major neocloud provider. The company has been leveraging its massive power infrastructure to provide AI cloud compute for tech giants such as NVIDIA Corporation (NASDAQ:NVDA) and Microsoft Corporation (NASDAQ:MSFT). No wonder one Wall Street firm believes compute scarcity and higher prices could […]

Goldman Sachs wants to turn bitcoin into a yield machine
Yahoo Finance Video6d agoneutralVIDEO
Goldman Sachs wants to turn bitcoin into a yield machine

Scott Melker discusses the Goldman (GS) deal to acquire the yield-generating ETF platform Neos rather than build out its own. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Investing.com6d agoneutral
USS George Washington heads to Middle East after record 265-day Lincoln deployment

The Wall Street Journal reported Thursday that the USS George Washington, based in Japan, is heading to the Middle East to relieve the Lincoln as part of a previously scheduled rotation. The George Washington transited the Strait of Malacca alongside guided-missile destroyers this week, according to open-source tracking data cited by the Journal.

MediaPost6d agoneutral
The $1M Advertising Drain

A study released Wednesday shows how 5% invalid traffic costs about $250,000 in cash and $750,000 in revenue losses.

Zuckerberg Reaffirms Faith In 'Open Weight' AI. Will It Pay Off For Meta Stock?
Investor's Business Daily6d agoneutral
Zuckerberg Reaffirms Faith In 'Open Weight' AI. Will It Pay Off For Meta Stock?

Meta Platforms Chief Executive Mark Zuckerberg this week stepped back into the ring as a champion for open AI models. It remains to be seen what that means for Meta stock and the social media giant's expensive push to be an AI leader. Zuckerberg published more than 6,000 words detailing his view that broad access to AI models is best for the industry's future.

Is Atlassian’s (TEAM) New Code Context Subtly Redefining Its AI-Native Cloud Workflow Strategy?
Simply Wall St.6d agoneutral
Is Atlassian’s (TEAM) New Code Context Subtly Redefining Its AI-Native Cloud Workflow Strategy?

In early August 2026, Atlassian Corporation introduced Code Context, a new Atlassian Teamwork Graph capability that securely connects and indexes large, multi-repository codebases for use across IDEs, AI coding tools, Jira, Rovo Chat, and the wider Atlassian ecosystem. By allowing AI agents and developers to combine code with Jira issues, Confluence content, Loom recordings, and dozens of third-party data sources, Code Context pushes Atlassian further toward an AI-native software development...

AT&T (T) Stock Still Looks A Bargain On Earnings But Weaker On Growth
Simply Wall St.6d agoneutral
AT&T (T) Stock Still Looks A Bargain On Earnings But Weaker On Growth

AT&T stock has more than doubled over the past three years, yet recent weakness over the last year and a mixed shorter term picture leave investors asking whether the current price around US$24.25 still represents value or if the easy gains are behind it. The broader valuation checks lean cheap, so the recent pullback now sits against a relatively supportive set of metrics. AT&T has returned about 101.4% over the past three years, which puts recent share price softness into the context of a...

MercadoLibre (MELI) Faces A Valuation Test As Record Q2 Revenue Meets Margin Pressure
Simply Wall St.6d agoneutral
MercadoLibre (MELI) Faces A Valuation Test As Record Q2 Revenue Meets Margin Pressure

MercadoLibre (MELI) has drawn fresh attention after reporting Q2 2026 revenue above US$10b, while earnings per share and net income declined year on year as the company increased long term investment spending. See our latest analysis for MercadoLibre. At a share price of US$1,828.29, MercadoLibre has seen short term share price weakness, with the 7 day and 30 day share price returns down 4.9% and 2.1%. The 3 year total shareholder return of 46.6% still reflects a much stronger longer term...

What Does Hewlett Packard Enterprise (HPE) Risk From The New DDR5 ITC Case?
Simply Wall St.6d agoneutral
What Does Hewlett Packard Enterprise (HPE) Risk From The New DDR5 ITC Case?

Netlist has filed new patent infringement proceedings at the US International Trade Commission targeting Hewlett Packard Enterprise (NYSE:HPE) and other companies over DDR5 memory modules. The complaint seeks exclusion orders that could limit imports of certain high performance memory products used in HPE systems. Netlist is also pursuing cease and desist orders that may affect the sale and distribution of accused DDR5 modules in the US market. The ITC process introduces legal and...