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New public sessions will address power, water and costs while Meta builds a $13 billion facility in Sturgeon County and local opposition becomes more visible.
Alphabet's 19% pullback reflects surging AI spending and cash-flow pressure, even as Cloud growth and a $514 billion backlog signal strong demand.
Musk told employees that revenue from leasing artificial intelligence compute will be the main driver of revenue at SpaceX going forward.
Nvidia-backed CoreWeave (CRWV) stock entered another earnings season with Wall Street looking for another quarter marred by heavy CapEx and losses. Analysts were looking at $2.56 billion in sales with an adjusted loss of $1.41 per share. Instead, CoreWeave delivered another sizeable double beat, ...
Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.
The stock has been rising higher after earnings and after its first lockup expired.
A marketing dispute could reshape a crucial competitive advantage
BTBT's revenues surge on cloud growth and new contracts, but heavy impairments, digital asset losses and interest costs drive a wider Q2 loss.
SanDisk shares have already surged nearly 2,800% in a year, yet Wall Street keeps raising its targets. The real question is whether the forces driving this run have enough left to carry the stock into uncharted territory.
Financial stocks were slightly higher in Thursday afternoon trading, with the NYSE Financial Index u
DAL's Seattle-Tokyo Narita service expands U.S.-Japan connectivity, adds capacity and supports passenger and cargo growth.
Quantinuum is putting its Helios quantum computer inside Oracle Cloud, pairing quantum power with AI as revenue and bookings surge in Q2.
General Motors trades at $87.75 and has moved in lockstep with the market. Its shares have returned 9.9% over the last six months while the S&P 500 has gained 11.7%.
Arm stock could be the biggest beneficiary of a shift to CPU sales for AI.
CLS and ANET are expanding their AI infrastructure roles as demand grows across networking, computing and data centers.
Moby summary of Bit Digital, Inc.'s Q2 2026 earnings call
A top Wall Street analyst says investors chasing chip stocks are looking at the wrong part of the AI trade entirely, and she is pointing to four industrial names that could capture the real windfall from a $5 trillion infrastructure rebuild.
Gerhard Zeiler exercised options at $11.02 per share and sold at $27.05, disposing of 52% of his direct holdings as the entertainment giant navigates a trailing net loss.
It's yet another setback for the drugmaker.
For years, Google had a problem that even its dominance of internet search couldn't solve: Apple owned the relationship with hundreds of millions of valuable consumers through the devices they carried every day. Alphabet's (GOOGL) Google is making another attempt to close that gap, and its new ...
Download the Complete Report Here Terrestrial Energy Inc. (IMSR) Updated Unit Economics Strengthen Value Capture as Texas A&M, Fuel and NRC Progress Advance Commercialization Key Takeaways: 2Q26 advanced IMSR across all three execution pillars, with Texas A&M-RELLIS moving into site-level development, NRC licensing progress continuing, and DOE-backed reactor and fuel programs advancing. Updated unit economics […] The post Terrestrial Energy’s Lifetime Revenue Up 29%, Advancing in Texas A&M, DOE
Dali Rajic, the former president and COO of Wiz, will take over as OpenAI prepares for a potential IPO
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.
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