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AI Demand Is Booming. So Why Are CBRS and CSCO Sinking?
Benzinga Prediction Markets9d agoneutral
AI Demand Is Booming. So Why Are CBRS and CSCO Sinking?

Cerebras Systems Inc. (NASDAQ:CBRS) and Cisco Systems Inc. (NASDAQ:CSCO) were sinking Thursday despite both companies delivering fresh evidence that the AI infrastructure boom is alive and well. The problem may not be demand. It’s what investors now expect companies to...

The Strategy Holds Firm on L3Harris Technologies (LHX)
Insider Monkey9d agoneutral
The Strategy Holds Firm on L3Harris Technologies (LHX)

Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for “Sycamore Mid Cap Value Equity Strategy”. A copy of the letter can be downloaded here. Sycamore Capital’s Mid Cap Value investment team focuses on a bottom-up approach to identify undervalued businesses with growth potential. In Q2 2026, the strategy […]

Can GE Stock Compound Its Way Higher?
Trefis9d agoneutral
Can GE Stock Compound Its Way Higher?

Despite record revenue, GE Aerospace is falling further behind on orders. Spare parts delinquencies, a measure of shipments delayed by material shortages, grew last quarter. This is not a sign of weakness, but of demand so intense the company's industrial base cannot keep pace.

Lilly gains access to market that could add millions of customers
TheStreet9d agoneutral
Lilly gains access to market that could add millions of customers

Eli Lilly (LLY) has spent 2026 defending its lead in the weight-loss drug market, mostly with injections. That approach is changing. On Aug. 10, Britain's medicines regulator cleared Lilly's new daily pill for both weight management and type 2 diabetes. It was the first approval the drug received ...

Claude AI Just Sold ServiceNow and Inter & Co — Should You Too?
Insider Monkey9d agoneutral
Claude AI Just Sold ServiceNow and Inter & Co — Should You Too?

Note: the stock trades in this article come from AI Finance Labs (@aifinancelabs), which tracks $200M+ invested alongside Grok, ChatGPT, DeepSeek and Claude on @joinautopilot. Claude AI is making waves after selling its entire stake in two stocks. The big one is ServiceNow (NYSE:NOW), which the AI chatbot sold in full after taking a 40% […]

Meta (META) Deletes 756,000 Teen Accounts, But Is It Enough?
Insider Monkey9d agoneutral
Meta (META) Deletes 756,000 Teen Accounts, But Is It Enough?

Meta Platforms (NASDAQ:META) says it has taken down 756,000 accounts it believes belonged to Australians under 16 since a nationwide ban on teen social media use took effect on December 10. The company disclosed the figure on August 13, splitting it into 462,000 suspect Instagram accounts and 294,000 Facebook accounts removed between December and June. […]