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A prominent new name in the space race makes a bold call.

The energy firm named a new CFO and new legal leader as it continues to face economic headwinds including high fuel prices.

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

Carvana has underperformed the broader market over the past year, but analysts are cautiously optimistic about the stock’s prospects.

Wayfair (NYSE:W) plans to open its first Pennsylvania store in Pittsburgh, expanding its physical retail presence. The new location will give customers in-store access to furniture, home goods and design consultations. This Pittsburgh opening is part of Wayfair's broader push to pair its online platform with physical showrooms across the United States. For readers interested in more ideas beyond Wayfair, a useful next step is to explore companies that focus on steadier, lower risk profiles...

Brookfield Asset Management stock has delivered an 84.2% gain over the past three years, yet current valuation checks suggest the shares are closer to fairly priced than clearly cheap, with the Excess Returns intrinsic value sitting near the market level. The 84.2% return over three years points to strong wealth creation for longer term holders. New buyers now face a very different entry point compared to a few years ago. Brookfield Asset Management's role in large scale AI infrastructure...

Diamondback raised 2026 production guidance without lifting its $3.9B capex plan, putting efficiency gains at the heart of its earnings momentum.

Lithium pricing strength and cost savings drive record profitability gains.

Broadcom stock has delivered a very large 5 year gain yet current checks suggest it is no longer obviously cheap, with a Discounted Cash Flow (DCF) estimate close to the market price while earnings based multiples point to a richer valuation. Broadcom has returned about 8.7x over 5 years, which sets a high bar for any further upside case. Heavy investment in hyperscale AI chips and long term custom silicon agreements can support cash flow expectations, while rising competition in custom AI...

After a steep sell-off, a key AI infrastructure builder looks cheap, but the market is pricing in a flaw that bargain hunters cannot afford to ignore.

Cerebras Systems recently reported second‑quarter 2026 results showing revenue rising to US$180.11 million while moving from a US$309.51 million net income to a US$450.53 million net loss, alongside the closing of a large shelf registration for Class A and B shares. At the same time, Cerebras highlighted rapid growth in its cloud inference business and new partnerships such as Lovable, underscoring a shift from hardware sales toward higher‑speed AI services. We’ll now examine how this move...

BloFin Research: Circle's Q2, Arc Token Presale Lifts Guidance and Bridges the Crypto Downturn

Zerohash has fallen short in its quest to secure a U.S. Trust Bank Charter.

MARA’s 2,044 MW pipeline gained about $1 billion of modeled value after Morgan Stanley raised its assumed energization probability, but the operator still lacks contracted AI/HPC revenue.

Nvidia CEO Jensen Huang has spent years telling investors his chips are indispensable to the future of computing. On Aug. 10, he tried something bolder, convincing some of the most powerful money managers on Wall Street to treat those same chips like an entirely new kind of investment. One that ...

Goldman's NEOS deal adds $30B in options-based ETFs, strengthening its push into fast-growing active ETF and income strategies.

MS is expanding its crypto strategy with Ethereum and Solana ETPs, adding staking and broadening its digital-asset platform.

On August 3, the Pentagon inked a more than $3 billion deal with Lockheed Martin Corporation (NYSE:LMT) and Northrop Grumman Corporation (NYSE:NOC) to boost the production of Patriot and THAAD interceptor missile parts. The development comes as the conflict in Iran intensifies and the Ukraine war rages on, straining stockpiles. The Centre for Strategic and […]

While United Parcel Service has underperformed the broader market over the past year, Wall Street analysts are moderately optimistic about the stock’s prospects.

Ciena has significantly outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

<body><p>STORY: ''There is a shift in strategy in recent years where they are hoping to get contracts from well-funded, very large Chinese firms that are looking to expand overseas.''</p><p>:: How is Microsoft maximizing it's minor market in China?&nbsp;</p><p>:: Beijing, China / August 13, 2026&nbsp;</p><p>:: Eduardo Baptista,  Chief technology correspondent</p><p>:: September 23, 2015</p><p> ''So the relationship between Microsoft and China is three decades long, and it's very deep. And it began in the nineties with a lot of investment from the company into what was still a very immature tech market. And, you know, back then, Bill Gates, he really wanted to bring technology to China for China.''</p><p>''The company still has had a lot of struggles in recent years as geopolitical tensions have affected Chinese domestic demand for a lot of Microsoft software. And there's also U.S. restrictions on how much advanced tech U.S. companies can supply clients in China. And so the squeeze from both sides has been a defining, uh, dynamic in Microsoft's development here in China over the past ten years. ''</p><p>''But I think, you know, ultimately there's still a business case for Microsoft to stay in China with this AI boom that has created a very interesting niche whereby companies like ByteDance, Shein, Pinduoduo, also known as Temu, you know, they are now global companies. They're not just companies that are trying to conquer the Chinese market. And so when you go global, right, you need companies with global coverage like Microsoft, right? Especially if you want to stay compliant with, you know, overseas regulators and customer requirements.''</p><p>''I think what this shows is that for US tech firms in China the opportunity is less so in conquering Chinese users or the Chinese customer base. ''</p></body>

Deere (DE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The headline numbers for Bit Digital (BTBT) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

WhiteFiber targets full NC-1 billing by end-August as it expands multi-year cloud contracts, permanent financing and capital-light growth.

ATEX highlights rising licensed low-band spectrum demand, accelerating strategic interest and multiple monetization paths as nationwide clearing advances.

Bet on the booming neocloud trend with a new ETF offering targeted exposure to GPU-as-a-Service and AI infrastructure providers.

Nebius keeps part of its 2027 capacity uncommitted as it targets premium pricing, expands power and uses customer prepayments to fund growth.

Cisco targets $7.5 billion in fiscal 2027 AI infrastructure revenues as hyperscaler demand fuels a broader networking refresh despite margin pressure.

COHR is accelerating AI optics capacity, with faster 1.6T and 6-inch InP ramps, new revenue streams and fiscal 2027 demand essentially booked.