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Down 45%, is SanDisk stock a bargain buy or value trap?
TheStreet20d agobullish
Down 45%, is SanDisk stock a bargain buy or value trap?

SanDisk has taken investors on a wild ride in recent months. For instance, SanDisk (SNDK) stock is up roughly 2,240% over the past 12 months, a return that turned a sleepy chipmaker into one of the most talked-about stocks on Wall Street. Then came the drop. The chip stock has fallen 45% from its ...

SpaceX turns heads ahead of earnings with new mega deal
TheStreet20d agoneutral
SpaceX turns heads ahead of earnings with new mega deal

SpaceX (SPCX) just got some very good news. The U.S. Space Force awarded the company two task orders worth a combined $1.6 billion to launch 18 Falcon 9 rockets carrying military satellites. The news was announced on July 29. Every launch will lift off from Vandenberg Space Force Base in ...

Flying Blind: Stock Market Survives White-Knuckle Week Despite Meta and Warsh Meltdowns
Barrons.com20d agoneutral
Flying Blind: Stock Market Survives White-Knuckle Week Despite Meta and Warsh Meltdowns

In Donna Tartt’s The Secret History, the narrator compares the childhood experience of discovering that his father was “not only deluded and ignorant, but incompetent in every way” to “walking into the cockpit of an airplane and finding the pilot and co-pilot passed out drunk in their seats.” Investors got a taste of that horror on Wednesday, when Federal Reserve Chairman Kevin Warsh explained his decision to keep rates steady with a series of contradictory, confounding, and supremely confident answers to reporters’ questions. Warsh kicked things off by saying, “For some households, businesses, and market professionals, five years of high inflation have left a mistaken impression…that the Fed’s implicit inflation target was somehow above 2%,” but in fact, “there’s only a target, and it’s 2%.”

Bloomberg20d agobullish
SpaceX Short Interest Soars Ahead of Big Share Unlock, Earnings

(Bloomberg) -- Short sellers have piled into SpaceX at a rapid pace ahead of two major milestones next week: the company’s first earnings report as a public company and the release of hundreds of millions of locked-up shares.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450 Billion Jump Is Biggest in Stock Market HistoryChip Stocks Post Biggest Advance Since April 2025: Markets WrapM

Jim Cramer spots overlooked winner after aerospace split
TheStreet20d agoneutral
Jim Cramer spots overlooked winner after aerospace split

Honeywell’s spin-off into three separate public businesses from its massive industrial giant is complete. Investors are just beginning the hard part, Jim Cramer says. The CNBC host sees Honeywell Technologies (HON) and new independent Honeywell Aerospace (HONA) as an interesting long-term setup, ...

NXP in talks to buy chip developer Ambarella, FT reports
Reuters20d agobullish
NXP in talks to buy chip developer Ambarella, FT reports

NXP Semiconductors is in talks to buy chip ‌designer Ambarella, the Financial ‌Times reported on Friday, citing people familiar with the ​matter. Shares of Ambarella, with a market capitalization of $3.25 billion, jumped nearly 17%, while NXP fell over 3% ‌following the ⁠report. Here are a few details: • A potential deal could ⁠bolster NXP's capabilities in software-defined vehicles, radar and electrification, as Ambarella ​develops low-power ​AI chips ​and software for ‌edge devices such as cameras, vehicles and robotics.

Colgate-Palmolive Q2 Earnings Call Highlights
MarketBeat20d agoneutral
Colgate-Palmolive Q2 Earnings Call Highlights

Colgate-Palmolive (NYSE:CL) said its second-quarter 2026 results reflected broad-based organic sales growth, gross-margin expansion and higher advertising spending, while executives outlined steps to improve performance in North America amid softer category trends and elevated competition. Chairman

Cameco Q2 Earnings Call Highlights
MarketBeat20d agoneutral
Cameco Q2 Earnings Call Highlights

Cameco (NYSE:CCJ) said its 2026 annual plan remains intact as it navigates temporary operational disruptions at its Saskatchewan uranium assets and sees strengthening conditions in long-term uranium contracting and nuclear-power development. Chief Executive Officer Tim Gitzel said the company is on

Amazon Stock Soars As AI Strategy Sends It To 'Top Of The Cloud Wars'
Investor's Business Daily20d agobullish
Amazon Stock Soars As AI Strategy Sends It To 'Top Of The Cloud Wars'

Amazon stock is racing toward its best trading day in more than a decade following its Q2 results. A strong performance from its cloud-computing division is helping ease fears that the tech giant could lose ground to rival offerings from Microsoft and Google parent Alphabet. "Amazon Web Services finally saw the long-awaited growth inflection, shooting to the top of the cloud wars as AI quarter-to-quarter revenue mimics Anthropic's meteoric rise," Bernstein analyst Mark Shmulik wrote to clients Friday following Amazon's report.

Bloomberg20d agoneutral
Eric Trump Expands Family’s Defense Portfolio With Space-Eyes

(Bloomberg) -- Defense software company Space-Eyes enlisted Eric Trump as an investor and adviser, expanding the first family’s military technology portfolio amid criticism from ethics watchdogs and President Donald Trump’s political opponents.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450 Billion Jump Is Biggest in Stock Market HistoryChip Stocks Post Biggest Advance Since April

Hyperscaler Bonds Get Lift From Amazon Earnings
The Wall Street Journal20d agoneutral
Hyperscaler Bonds Get Lift From Amazon Earnings

Amazon.com’s strong earnings are providing a boost to battered AI hyperscaler bonds. Amazon shares jumped 15% Friday after the company reported accelerating cloud-computing sales. The momentum carried over to its bonds: the extra yield, or spread, investors demand to hold its 6.