Investing.com -- AI infrastructure names delivered a week of strong gains, with memory, server and neocloud stocks rallying on results and guidance, while a high-profile consumer name went the other way.
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United Airlines just posted a quarter that shows how much money follows loyalty. And a big piece of that story runs through American Express, even though Amex doesn't co-brand a credit card with United (UAL) at all. United's MileagePlus card is issued exclusively by Chase, which extended its ...

Peter Schiff says the world's safest asset lost half its value. Here is what the bond selloff means for Bitcoin.

JPMorgan Chase ended its banking relationship with prediction market Polymarket last October over regulatory concerns, according to people familiar with the matter. The move adds fuel to fights in Washington over debanking and growing nationwide scrutiny of prediction markets’ business practices, though the bank still maintains some ties to Polymarket and other prediction-market companies.

This single position makes up almost 15% of the conglomerate's portfolio.

Y Combinator co-founder Paul Graham said AI could turn businesses upside down, but argued that startups may be better positioned than larger companies to navigate the disruption. Graham Warns of AI Disruption On Wednesday, Graham said many startup founders are...

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
A US subsidiary of BAE Systems has been ordered to pay a $36m (£27m) penalty for allegedly breaching US arms trafficking rules including passing on technology to China.
A US subsidiary of BAE Systems has been ordered to pay a $36m (£27m) penalty for allegedly breaching US arms trafficking rules including passing on technology to China.
Cooling demand is rapidly changing the interest-rate debate

PYPL's $1.5B cost savings plan aims to boost profitability through AI, operational changes and a simpler structure while funding future growth.
The stock is down more than 8% over twelve months despite growth in parks and streaming

The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.

Google’s Pixel 11 puts Gemini at the heart of its smartphone strategy as Alphabet looks to expand AI adoption and challenge Apple’s ecosystem.
Exxon's enormous cash generation gives it direct financial leverage to oil prices rising on renewed fears surrounding the Strait of Hormuz.
A stronger demand signal hides a tougher long-term question
A Maryland court on Friday struck down a 2021 law that imposed taxes on digital ad sales and ordered the state to provide refunds to Google, Peacock and Apple, which challenged the statute.
One major source of demand has barely returned

Flight delays, interminable waits on the tarmac—Booking.com CEO Glenn Fogel knows all about travel frustrations firsthand: “You can’t believe you even bothered.” Booking.com and sister brands like Priceline, Kayak and OpenTable are pouring hundreds of millions into AI tools to smooth out travel hiccups. “When we start doing that,” says Fogel, who also helms parent company Booking Holdings, “that’s when I’ll feel OK, now we really are a good AI travel agent on your phone and in your pocket.”

Vanguard swapped the benchmark powering one of the most popular growth ETFs on the market, and most holders never saw it coming. What looks like a paperwork formality could quietly reshape which companies sit inside your portfolio over time.
Solar now accounts for roughly half of every new megawatt added to the U.S. grid, yet one major solar ETF still trades like the pipeline data never happened. A single pending government decision could either shatter that disconnect or validate the market's skepticism entirely.
Data-center guarantees could matter if AI economics weaken.

In early August 2026, Axon Enterprise reported second-quarter 2026 results showing revenue rising to US$904.39 million from US$668.54 million a year earlier, while quarterly net income eased to US$29.43 million from US$36.12 million and diluted EPS from continuing operations moved to US$0.36 from US$0.44. Alongside this, Axon raised its full-year 2026 revenue growth guidance to a range of 32% to 34%, citing support from US$15.10 billion in future contracted bookings and strong demand across...

In recent days, Informative Research announced it joined Fair Isaac’s FICO Mortgage Direct License Program while Alogram Inc. made its fraud intelligence suite available through FICO Marketplace, broadening access to FICO Scores and AI-driven decisioning tools for lenders and enterprises. Together, these moves expand the reach of FICO’s platform and mortgage ecosystem, potentially deepening client integration by embedding FICO-powered scoring and fraud insights more directly into lending...
The AI leadership battle just changed direction again

Dell Technologies stock could have more room to run—even after this year’s meteoric rise—as artificial intelligence hardware demand remains resilient. Wells Fargo analyst Aaron Rakers raised his price target on Dell to $545 from $505 on Friday, which implies a 10% increase from the stock’s last closing price of $494.51. Dell’s “server results and outlook present continued upside,” Rakers wrote in a research note.
Revenue growth is accelerating despite a steep multiple.
Target's 48% rally flips a decade-old gap.

