Actualités

Denise Dresser exited after eight months and Brad Lightcap after eight years, while OpenAI’s foundations start to look shaky.

The quant fund also exited AppLovin.

Server solutions provider Super Micro (NASDAQ:SMCI) fell short of the market’s revenue expectations in Q2 CY2026, but sales rose 93.2% year on year to $11.12 billion. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $15 billion at the midpoint, or 26.7% above analysts’ estimates. Its non-GAAP profit of $1.70 per share was 77.5% above analysts’ consensus estimates.

Shares in the digital payments leader are 81% off their all-time record.

A tie-up between two of America’s biggest refiners would have reshaped the industry, but antitrust concerns and operational complexity ultimately derailed the deal.

Private software giant Databricks is now worth $190 billion thanks to a new funding round. The valuation jump is good news for early backers of the Snowflake (NYSE:SNOW) competitor, which includes Nancy Pelosi, NVIDIA Corporation (NASDAQ:NVDA) and Cathie Wood. Early...

(Updates with latest market prices and developments.) US benchmark equity indexes fell intraday a

Aerospace and defense technology solutions provider Astronics Corporation (NASDAQ:ATRO) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 27% year on year to $260 million. On top of that, next quarter’s revenue guidance ($270 million at the midpoint) was surprisingly good and 6.5% above what analysts were expecting. Its non-GAAP profit of $0.70 per share was 15.1% above analysts’ consensus estimates.

Retail sales just fell for the first time in nine months, and consumer confidence dropped to 51. Here's what a tired shopper means for the stock market.

Bank Leumi's 2022 attempt died at the Bank of Israel. A softer regulatory line and Galaxy's custody stack now give it another shot in early 2027.

In August 2026, UnitedHealth Group’s board authorized a cash dividend of US$2.32 per share, paid on September 22, 2026, to shareholders of record as of September 14, 2026, while also outlining further exits from certain Medicare Advantage plans and updated margin expectations. These moves, alongside earnings supported by lower medical costs and a higher 2026 adjusted EPS outlook, highlight how management is reshaping its Medicare footprint and capital returns policy in response to evolving...

Microsoft (NasdaqGS:MSFT) has accepted the first 50MW of AI cloud capacity from IREN at the Childress campus under a multibillion dollar contract. The deployment is designed for hyperscale AI workloads and forms part of Microsoft’s buildout of next generation cloud infrastructure. IREN has received NVIDIA Exemplar Cloud status in connection with the project, alongside a sizable financing package to fund the build. Consider broadening your research to other companies building AI...

CoreWeave stock has climbed 34.0% year to date, yet its low overall value score suggests the recent optimism is not fully backed up by the broader valuation checks. The 34.0% year to date gain can signal rising confidence in CoreWeave's AI cloud story. Investors may want to ask how much of that growth is already embedded in the price. Heavy investment in AI infrastructure and reported contracted revenue backlogs can support long term cash flow expectations. At the same time, ongoing losses...

Josh D'Amaro said Disney stock is down more than 8% over the past year and that he is unhappy with where it stands

Unprofitable companies face headwinds as they struggle to keep operating expenses under control. Some may be investing heavily, but the majority fail to convert spending into sustainable growth.

In May, Gary Black called a post-IPO merger “a very low probability event” with “no compelling business logic,” but reversed course on Friday.

Bob Ross, perhaps America’s most prolific artist, created more than 30,000 portraits over his long career in television through simple techniques, a narrow array of colors, and a gentle mannerism. A similar approach to financial markets this summer, however, would be terribly difficult to replicate. Stocks are flying off the shelves, bonds are warning of massive economic and inflation risks while simultaneously discounting Federal Reserve rate hikes, and volatility readings are at the lowest levels of the year despite myriad geopolitical risks.

The total number of active drilling rigs for oil and gas in the United States rose this week, according to new data that Baker Hughes published on Friday

The credit card giant is fiercely bullish on digital dollars and euros.

Solana is about to get significantly faster. A major upgrade expected to land in September will cut transaction finality from 12.8 seconds to approximately 150 milliseconds, a reduction of nearly 99% that developers say will make the network feel almost instantaneous for end users. The ...

Moby summary of CSP Inc.'s Q3 2026 earnings call

The memory maker's new three-year targets look like a peak quarter made permanent -- and $93.9 billion of revenue is already under contract.

Clean Harbors trades at $311.57 and has moved in lockstep with the market. Its shares have returned 16.7% over the last six months while the S&P 500 has gained 13.5%.

Bloom Energy has surged over 400% in a year on the back of the AI power boom, but with an 81x forward P/E and insiders heading for the exits, the question now is whether the fuel cell darling still has room to run or has finally gotten ahead of itself.

CEO Ron Vachris’ comments came as Costco fights a class-action lawsuit seeking to force it to pass along any government reimbursement.

The child's parents didn’t notice the money was missing until it was too late.

During an interview with CNBC, D’Amaro said that he is “feeling pretty good” about where Disney is right now, nearly six months into his role as the company’s CEO.

Joshua Kushner's Thrive Capital held Amazon shares worth about $215 million as of ‌the end of June, a regulatory filing showed ‌on Friday, adding to the venture capital firm's list of ​tech and AI investments. Known for its early investments in companies that have gone on to dominate their sectors, including OpenAI, SpaceX and Stripe, the venture capital firm has ‌been looking for ⁠opportunities in large technology companies to expand its public-market holdings. • Thrive held 904,038 Amazon ⁠shares valued at $215.5 million as of June 30, the filing showed.

Moby summary of Acurx Pharmaceuticals, Inc.'s Q2 2026 earnings call

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. A Polymarket spokesman said the company maintains “a close, active relationship with JPMorgan across multiple entities.”