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Dali Rajic, the former president and COO of Wiz, will take over as OpenAI prepares for a potential IPO

The SEC on Friday will host a meeting on whether to introduce new cryptocurrency, trading proposals. OCC paves way for crypto banks.

Moby summary of Brookfield Corporation's Q2 2026 earnings call

VIAV's growth is accelerating, but a premium valuation and weak quantitative signals raise questions about how much upside remains.

ROST is poised for Q2 growth as value-driven demand, store expansion and stronger execution support sales and earnings.

Vertiv trades at $270.65 per share and has stayed right on track with the overall market, gaining 8.9% over the last six months. At the same time, the S&P 500 has returned 11.7%.

Two optics companies beat earnings estimates and watched their stocks crater while rivals selling into the exact same AI demand surge went flying in the opposite direction. The divergence comes down to something buried in the cash flow disclosures that most headlines missed.

Broad Market Indicators Broad-market exchange-traded funds IWM and IVV rose. Actively traded I

Detroit's automakers plan to argue to the Trump administration that certain proposals floated as par

Moby summary of Telesat Corporation's Q2 2026 earnings call

The Fair Value Estimate for General Electric has shifted from US$350.45 to about US$404.90 per share, which is a meaningful reset in how analysts are framing the stock. Recent research following Q2 results and updated guidance links this higher figure to stronger views on GE Aerospace execution, service demand and the durability of the current order and backlog profile. As you read on, you will see how to track this evolving narrative and what it may mean for your own view on General...

Earlier this week, CoreWeave reported second-quarter 2026 results showing revenue of US$2.58 billion versus US$1.21 billion a year earlier, alongside a wider net loss of US$626 million, and announced a new US$2.60 billion delayed-draw term loan to fund further AI infrastructure buildout amid a contracted revenue backlog of about US$104 billion. In parallel, CoreWeave continued to broaden its customer base and use cases, including a fresh MasterClass deployment using CoreWeave Cloud and W&B...

Gilead Sciences stock has delivered a 126.6% total return over the past 5 years, and the current valuation checks still lean on the cheap side rather than pointing to an obvious premium. With that backdrop, investors are weighing whether the recent share price around US$135.87 already reflects the key drivers that have supported the move. A 126.6% return over 5 years suggests Gilead Sciences has rewarded long term holders, so the question is how much of that progress is now priced into the...

Earlier in August 2026, Credo Technology Group Holding Ltd. showcased its OmniConnect Weaver AI memory interconnect and Toucan PCIe 6.0-capable retimer at the FMS 2026 conference, where OmniConnect Weaver was also named a finalist in two FMS Best of Show award categories. By pairing new AI-focused interconnect products with leadership in an Open Compute Project workstream on lightweight serial interfaces, Credo is positioning its technology at the center of efforts to ease AI memory...

Advanced Micro Devices (NasdaqGS: AMD) is preparing a multi billion dollar investment grade bond sale of up to US$5b to support AI related expansion. It plans to direct a significant share of the proceeds toward AI infrastructure, including a major partnership with Anthropic. If completed, this would be AMD's largest corporate bond offering to date and would extend its AI plans beyond internal product spending or acquisitions. Consider reviewing other AI infrastructure related stocks that...

Amazon Shares Fall as Twitch Privacy Fight Escalates Over AI Training

Over the past six months, McDonald’s stock price fell to $273.75. Shareholders have lost 15.3% of their capital, which is disappointing considering the S&P 500 has climbed by 11.7%. This might have investors contemplating their next move.

BofA delivers bullish verdict on AMD and Nvidia as AI infrastructure evolves

Cisco Systems' (CSCO) gross margin is likely to face further pressure from faster hardware mix into

The introduction of pumpkin-spice lattes to menus means the end of summer is approaching, along with positive vibes

According to Yahoo Finance, Baiju Bhatt said SpaceX’s public debut was ‘pretty profound’ for the broader space industry because it highlighted the sector’s commercial potential.

Anterix (NASDAQ:ATEX) executives said the company sees growing demand and limited supply for its low-band 900 MHz spectrum, citing recent spectrum transactions and potential satellite-direct-to-device applications as factors that could expand monetization options beyond its traditional utility custo

Legence LGN (NASDAQ:LGN) reported record second-quarter results as demand for mission-critical building systems remained strong, led by data centers and technology projects, while the company raised its full-year revenue and adjusted EBITDA outlook. Revenue for the second quarter of 2026 totaled $1

JD.com (NASDAQ:JD) reported a 2.9% year-over-year decline in second-quarter revenue to RMB 346 billion, as sales of electronics and home appliances faced comparisons against a high prior-year base and pressure from rising upstream component costs. Despite the revenue decline, the company reported st

AI used to mean GPUs. Today, it means CPUs as well.

Record $5.8M revenue surged 470% YoY as military contracts accelerated.

Moby summary of Advanced Flower Capital Inc.'s Q2 2026 earnings call

Alphabet's Google launched Gemini 3.7 Flash on Thursday, its latest AI model designed for software coding and automated business tasks, but offered ‌no details on when its flagship Pro model will be released. Investors have been ‌closely watching for Gemini 3.5 Pro, Google's premium model, as a test of whether its DeepMind AI unit can ​keep pace with rivals Anthropic and OpenAI. Google had said in July Gemini 3.5 Pro was being tested with partners and would be coming "soon".

Moby summary of Applied Industrial Technologies, Inc.'s Q4 2026 earnings call

The quantum computing specialist's price implies a business more than 10 times its current size. Its own disclosures put no date on one arriving.