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Elon Musk just told SpaceX employees that AI will soon out-earn rockets and Starlink combined -- but investors should weigh the bold vision against some serious execution risks.
A Chinese humanoid robotics IPO just shattered demand records, and the shockwave is already hitting a handful of niche ETFs built exactly for this moment. Whether that momentum holds depends on two wildcards most investors are not watching closely enough.
After a sharp drop, a premium shoemaker’s stock has landed on a floor that has held five times before, forcing investors to ask if the business arriving this time is strong enough to hold the line again.
Pan American Silver (PAAS) delivered earnings and revenue surprises of -13.10% and -3.36%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
<body><p>STORY: U.S. stocks closed mostly higher on Wednesday, with the Dow the only outlier, ending virtually flat, the S&P 500 gaining about a quarter of a percent, and the Nasdaq adding more than half a percent.</p><p>:: CoreWeave</p><p>Upbeat quarterly results from AI-related firms continued to soothe investor fears about massive capex spending.</p><p>:: CoreWeave</p><p>Shares of CoreWeave, for instance, surged 19% after the AI cloud company lifted its annual capital spending forecast and topped second-quarter earnings estimates.</p><p>Mike Mussio is president of FBB Capital Partners.</p><p>“We continue to see some of these names that sold off dramatically in June and part of July on just general AI over-investment, scare around that, they're actually reporting earnings, and the earnings are kind of saying, 'nothing really to see here.' So some of these same companies and sub-industries within the AI complex that sold off hard are bouncing dramatically. And that's helping lead the Nasdaq higher today.”</p><p>Data center operators also rose, with IREN gaining almost 10% and Applied Digital up nearly 5%.</p><p>:: Nebius Group</p><p>And shares of data center company Nebius Group jumped 34%, helped by second-quarter results that beat expectations.</p><p>Shares of Super Micro Computer surged 19% after the AI server maker forecast fiscal 2027 revenue above Wall Street expectations.</p><p>And chip makers gained, with Nvidia rising 3% and Micron Technology adding about 5%. </p><p>Meanwhile, data on Wednesday showed U.S. consumer prices barely increased in July as the cost of gasoline declined for a second straight month, further reducing expectations of an interest rate hike next month from the Federal Reserve.</p></body>
A Phillips 66 insider exercised options and immediately liquidated shares at an average price of $210.78.
While the top- and bottom-line numbers for Cisco (CSCO) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
The headline numbers for Cerebras (CBRS) 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.
The content deals could provide the tech company’s voice assistant with current news and information.
SCHD's stricter quality screen has long been treated as a feature, but a decade of returns suggests it quietly came with a price that most investors never thought to calculate.
He's not back into the $1 trillion club, but Elon Musk, his wallet, and SpaceX investors lasted through the stock's first lockup expiration.
Coca-Cola's powerful results met with pointed questions about whether the good times can last, and management's answers revealed where the real tests lie for the second half.
U.S. stocks advanced on Aug. 12 after fresh inflation data showed consumer prices rose 3.4% year over year in July, slightly below the previous month’s 3.5% reading, helping fuel gains across technology and AI-linked stocks. The Nasdaq Composite was up about 0.5% during the session. AI ...
Three AI infrastructure stocks are surging Wednesday after a blowout earnings report set off a chain reaction across GPU compute and onsite power names, raising serious questions about how much runway this trade still has.
RH (RH) concluded the recent trading session at $180.25, signifying a -1.42% move from its prior day's close.
Jabil (JBL) concluded the recent trading session at $366.16, signifying a +2.68% move from its prior day's close.
In the closing of the recent trading day, Copart, Inc. (CPRT) stood at $28.99, denoting a -1.39% move from the preceding trading day.
In the closing of the recent trading day, AeroVironment (AVAV) stood at $193.81, denoting a -1.13% move from the preceding trading day.
eBay Live GMV surged 8x year-over-year as management completed Depop acquisition.
Jackson outlines $4 billion sustainable cash flow target by 2030.
Its second-quarter net loss deepened considerably.
Oracle stock has delivered an 84.4% gain over the past 5 years. After a sharp pullback over the last year, investors are again asking whether the current price around US$153 still leaves room for value. Over 5 years, Oracle has returned 84.4%, which places recent weakness in the context of a longer track record of value creation for shareholders. AI and quantum partnerships tied to Oracle Cloud, such as recent work with Quantinuum and Google Cloud, can support expectations for future cash...
Emerson Electric (NYSE:EMR) reported strong quarterly results and raised its full year guidance, highlighting continued execution in its core automation business. The company announced a significant leadership transition aimed at accelerating its AI enabled automation strategy. Emerson introduced its DeltaV Automation Platform tailored for data centers, expanding its presence in digital infrastructure. Emerson Electric is only one company tied to the build out of AI infrastructure. It can...
Recent price target moves for McDonald's span from the high US$280s to the mid US$300s, reflecting a wide range of views on where the stock should trade. Analysts lifting targets toward the mid US$300s point to potential upside from U.S. same store sales catalysts, while those trimming targets into the high US$280s to low US$300s flag softer U.S. execution, mixed quarters, and questions around the new McDonald's NEXT strategy. As you read on, you will see how these shifting targets fit into...
Cerebras Systems stock has climbed 28.1% over the past month, while a Discounted Cash Flow (DCF) intrinsic value estimate points to about 15.0% upside from the current market price, yet the company still scores poorly on broader valuation checks. That mix of strong recent gains, a supportive intrinsic value estimate and a low overall value score puts the current share price under closer scrutiny for investors thinking about the next move. Cerebras Systems is up 28.1% over the past month,...
Cisco Systems (NASDAQ:CSCO) reported record fourth-quarter and fiscal 2026 results, citing broad demand for networking, AI infrastructure, security and collaboration products. The company also issued fiscal 2027 guidance that calls for continued revenue and earnings growth as it pursues what Chief E
Cerebras Systems (NASDAQ:CBRS) reported record second-quarter core revenue and raised its full-year outlook, as the AI infrastructure company said it is expanding data-center capacity, manufacturing output and customer deployments to support anticipated growth beginning in 2027. Chief Executive Off
Billionaire investor Ron Baron projects that Space Exploration Technologies Corp. could reach an unprecedented $14 trillion valuation over the next decade. This astronomical growth will be driven not just by reusable rockets, but by Starlink’s global connectivity dominance and a...
AMDL gives traders twice the upside of AMD's booming AI momentum, but it also locks them into twice the exposure to the one problem AMD still cannot solve.
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