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Three months after Ryan Cohen startled Wall Street with an unsolicited $56 billion bid for eBay Inc. (NASDAQ:EBAY), GameStop Corp. (NYSE:GME)’s CEO appears to be backing away from it. Bloomberg reported on August 10 that Cohen is considering withdrawing the offer entirely and replacing it with something far more modest: a partnership or joint venture. […]

One specializes in agentic AI for industrial giants; the other dominates cloud security but carries recent operational scars.

Anthropic is in talks to buy Nvidia-backed startup Decart AI, according to a source ‌familiar with the matter, as the Claude maker explores ‌acquisitions that could help it handle growing demand ahead of its public listing. Bloomberg News, ​which first reported the news on Wednesday, said a deal could be worth about $6 billion, citing sources. • Decart, which develops AI infrastructure and optimization technology as well as its own ‌AI models, could help ⁠Anthropic absorb more demand, the source said.

Morningstar maintained its $62 fair-value estimate, implying about 58% downside, and rates SPCX stock one star.

The rallies show that investors still prefer companies with strong AI demand or successful business strategies.

In August 2026, Seagate Technology Holdings reported a strong finish to fiscal 2026 with revenue and profitability exceeding expectations, expanding non-GAAP gross margin for the 13th consecutive quarter and delivering its strongest quarterly free cash flow in over a decade. The company highlighted long-term AI-driven storage demand, secured supply agreements extending beyond 2028, and emphasized its HAMR-based Mozaic platform as a core enabler of planned mid-20% exabyte growth. We’ll now...

Anthropic PBC is in talks to buy the artificial intelligence startup Decart AI for about $6 billion, according to people familiar with the matter.

Alliance Global lifted its SLS price target to $35 from $25, implying nearly 200% upside, and maintained a ‘Buy’ rating.

Gold offers lower costs and stability, while mining equities deliver higher returns with greater volatility. Which suits your portfolio?

Erock Inc. (NYSE:EROC) jumped by 22.84 percent on Wednesday to finish at $13.82 apiece amid the long-term growth prospects from its recent deal with Anthropic that boosted its backlog to close to $2 billion. In an updated report on the same day, the onsite power solutions provider said that it bagged a 470-MW equipment order […]

Strong first-half performance driven by Aboitiz Power and Union Bank, offsetting food and real estate headwinds.

BeOne Medicines Ltd (ONC) delivers robust Q2 2026 results with record BRUKINSA sales, raises full-year guidance, and advances a promising oncology pipeline.

Neutron remains on track for Q4 pad delivery, but its year-end launch window is narrowing.

(Bloomberg) -- South Korean stocks climbed, putting the benchmark index on track to enter a technical bull market, as a global rebound in the AI trade fueled a rapid reversal from last month’s historic rout. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Seeks Immediate Halt to Judge’s Penalties in IRS CaseTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostWalter Sells Lakers, Seeks Cash to Pay Loans Amid DOJ ProbeIran Takes More

Ciena (NYSE:CIEN) has been selected by e& UAE to supply technology for a next generation, high capacity DWDM network build in the country. The company reported a successful quantum safe networking trial with Quantum Corridor and Toshiba using Ciena optical and secure transport systems. Both developments highlight Ciena's role in large scale digital infrastructure projects and in addressing future data security needs. For readers looking to find more companies exposed to similar digital and...

In the second quarter and first half of 2026, Valero Energy reported sharply higher sales and net income year over year, while completing a large share repurchase program totaling 48,114,319 shares for about US$8.42 billion. This combination of strong earnings and substantial buybacks materially reshapes Valero’s capital structure and highlights management’s focus on returning cash to shareholders. Next, we’ll examine how Valero’s powerful earnings rebound and completed US$2.26 billion...

Cisco’s soaring sales and strong forward guidance fail to satisfy Wall Street’s expectations.

Why Marathon Petroleum Stock Is Back in Focus Marathon Petroleum (MPC) has moved back onto investors’ radar after a very strong second quarter earnings report, with refining and marketing operations outperforming expectations and unplanned refinery downtime hitting its lowest level this decade. See our latest analysis for Marathon Petroleum. The earnings surprise, lower refinery downtime and a fresh US$1.00 per share dividend declaration have come alongside strong share price momentum. A year...

For the 451 S&P 500 companies that have reported Q2 results, aggregate earnings have grown +41.6% YoY on +14.7% higher revenues. Positive surprises are also widespread, with 83.4% beating EPS estimates and 76.5% topping revenue estimates.

Solar module output hits second-highest quarterly level while company navigates capital raise and G2 Austin funding timeline

BETA Technologies Inc (BETA) reports record Q2 revenue and nearly hits $4B backlog target, while navigating certification progress and significant cash burn.

Electronics manufacturing services (EMS) providers are benefiting from a powerful combination of secular technology investment, rising product complexity, and increased outsourcing by original equipment manufacturers (OEMs).

According to Tesla’s online configurator, new custom orders for the base Model 3 Rear-Wheel Drive now show estimated delivery in the first quarter of 2027, while the Cybertruck base variant shows a wait time for sometime next year.

A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.

Shares in on-site power provider ERock soared nearly 23% on Wednesday after the company said that Anthropic had placed a big order. ERock, which sells natural-gas power systems to data centers and others that need on-site power or backup generation, said Anthropic was ordering 470 megawatts of equipment. ERock also said it had started construction on a 366-megawatt generation facility for El Paso Electric, which will support a Meta Platforms data-center campus.

Despite raising its full-year outlook, Cerebras Systems saw its stock plunge after hardware revenue fell 23% in Q2.

Despite raising its full-year outlook, Cerebras Systems saw its stock plunge after hardware revenue fell 23% in Q2.

Both companies are navigating the AI era from positions of strength, but their growth profiles and risk levels tell very different stories.

Cathie Wood, head of Ark Investment Management, often makes moves in some of her favorite tech stocks around earnings season. That's exactly what she's doing with Broadcom (AVGO), adding shares of the chipmaker ahead of its upcoming earnings report. Last year, the flagship Ark Innovation ETF gained ...

Memory and storage names are ripping higher into Wednesday’s close. SanDisk (NASDAQ:SNDK) is up 6% to $1,344, while Micron Technology (NASDAQ:MU) has gained 5% to $911. South Korea’s SK Hynix (Nasdaq: SKHY) rallied alongside the group, closing the day up 9%, extending a global bid for memory. Neocloud Demand Signal Ignites the Group The primary ... Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why