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Google makes costly bet Apple proved can work
TheStreet7d agoneutral
Google makes costly bet Apple proved can work

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 ...

Terrestrial Energy’s Lifetime Revenue Up 29%, Advancing in Texas A&M, DOE Fuel Program – Quarterly Update Report
Exec Edge7d agoneutral
Terrestrial Energy’s Lifetime Revenue Up 29%, Advancing in Texas A&M, DOE Fuel Program – Quarterly Update Report

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

3 Reasons We Love Vertiv (VRT)
StockStory7d agoneutral
3 Reasons We Love Vertiv (VRT)

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%.

General Electric (GE) Stock Gets Fair Value Boost After Q2 Driven Analyst Revisions
Simply Wall St.7d agoneutral
General Electric (GE) Stock Gets Fair Value Boost After Q2 Driven Analyst Revisions

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...

CoreWeave (CRWV) Is Up 19.8% After Massive AI Backlog Fuels Aggressive Infrastructure Expansion – What's Changed
Simply Wall St.7d agoneutral
CoreWeave (CRWV) Is Up 19.8% After Massive AI Backlog Fuels Aggressive Infrastructure Expansion – What's Changed

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 (GILD) Stock Still Looks Cheap On Sales Despite A 127% Run
Simply Wall St.7d agoneutral
Gilead (GILD) Stock Still Looks Cheap On Sales Despite A 127% Run

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...

Is Credo (CRDO) Quietly Redefining Its AI Moat Through Open Interconnect Standards and Memory Solutions?
Simply Wall St.7d agoneutral
Is Credo (CRDO) Quietly Redefining Its AI Moat Through Open Interconnect Standards and Memory Solutions?

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 (AMD) Plans $5 Billion Bond Sale For AI Expansion
Simply Wall St.7d agoneutral
Advanced Micro Devices (AMD) Plans $5 Billion Bond Sale For AI Expansion

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...

McDonald's (MCD): Buy, Sell, or Hold Post Q2 Earnings?
StockStory7d agoneutral
McDonald's (MCD): Buy, Sell, or Hold Post Q2 Earnings?

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.

LGN Q2 Earnings Call Highlights
MarketBeat7d agoneutral
LGN Q2 Earnings Call Highlights

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 Q2 Earnings Call Highlights
MarketBeat7d agoneutral
JD.com Q2 Earnings Call Highlights

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