
Greg Abel—CEO and top stock picker—reduced the company’s portfolio in financial shares during the second quarter.
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Greg Abel—CEO and top stock picker—reduced the company’s portfolio in financial shares during the second quarter.

Younger consumers, who support fast-casual chains, face growing financial pressures like credit-card delinquency and student-loan debt.

Broadcom (NasdaqGS:AVGO) is using a chip financing vehicle that could reach US$370b in senior debt by mid 2029 to support its AI platform growth. The structure backstops customer lease obligations on Broadcom AI chips, which may leave the company exposed if customers default on payments. The potential scale of this off balance sheet style financing raises questions about Broadcom's future risk profile and capital structure. For anyone tracking how AI infrastructure spending is being...

In the past week, Arista Networks reported second-quarter 2026 results showing revenue of US$3.04 billion and net income of US$1.21 billion, alongside guidance for roughly US$3.30 billion in third-quarter revenue. Management linked this stronger outlook to accelerating demand for AI-driven network deployments, underscoring how AI data center spending is increasingly central to Arista’s growth story. We’ll now examine how this AI-fueled guidance upgrade might reshape Arista Networks’...

U.S. stocks fell after weak retail sales data tempered enthusiasm about the artificial-intelligence boom that has driven major indexes to record highs.
Yahoo Finance Senior Columnist Kerry Hannon explains that major health insurers like Humana (HUM) and UnitedHealth Group (UNH) are dropping hundreds of thousands of Medicare Advantage members to protect profit margins as rising utilization drives up costs.

AST SpaceMobile (NasdaqGS:ASTS) received temporary FCC approval to test 800 MHz satellite connectivity on commercial devices across two spectrum bands in the U.S. The authorization allows controlled trials using everyday consumer phones rather than specialized hardware. The FCC decision follows recent AST SpaceMobile satellite launches and new commercial partnerships that expanded its direct to device footprint. The testing window is designed to advance regulatory cooperation that is...
Stripe and Advent have reportedly been negotiating with PayPal after the payments company rejected their $60.50-a-share proposal in July as too low.

Anthropic PBC is telling prospective investors its second-quarter revenue jumped at least 14-fold versus the same period a year ago, according to documents seen by Bloomberg News.

CPUC approved the expansion of Waymo’s fully autonomous ride-hailing service across the San Francisco Bay Area and Los Angeles, plus launches in Sacramento and San Diego.

One company is generating substantial free cash flow and returning billions to shareholders. The other is still working toward its first profitable year. The risk profiles could not be more different.

Find insight on Antofagasta, Zambia’s copper mining industry, London’s miners and more in the latest Market Talks covering basic materials.

With the acquisition, Ergen will control wireless services Boost Mobile and MobileX through EchoStar and a SPAC, respectively

Moby summary of Super League Enterprise, Inc.'s Q2 2026 earnings call

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.

Clear Street Managing Director Owen Lau compares Databricks to Android as an open-source alternative to Snowflake, while outlining the margin pressures and ROI debates surrounding its serverless AI model following a $190 billion valuation.

<p>Here are the daily ETF fund flows for August 13, 2026.</p>

Here is a way to collect a steady income stream from Adobe stock right now, which you keep no matter what, while lining up a chance to buy this creative software giant at a deep discount if its turnaround stumbles.

Moby summary of PAVmed Inc.'s Q2 2026 earnings call

AppLovin commands a 30-fold revenue advantage, yet SoundHound's growth rate tells a different story about which trajectory matters more.

IonQ, Quantinuum, and other notable names in the quantum sector have reported earnings, which broadly showed that traction continues to grow.

Find insight on Disney, Workday, Nvidia and more in the latest Market Talks covering technology, media and telecom.

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

Moby summary of Creative Media & Community Trust Corporation's Q2 2026 earnings call
Moby summary of Digi Power X Inc.'s Q2 2026 earnings call

Moby summary of Americas Gold and Silver Corporation's Q2 2026 earnings call

Moby summary of Edible Garden AG Incorporated's Q2 2026 earnings call
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