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Micron investors are feeling bullish thanks to new demand indicators and other factors.

About 20 million barrels of petroleum liquids pass through the Strait of Hormuz every day. That is roughly 20% of global oil consumption moving through a waterway just 21 miles wide at its narrowest point. Iran sits on one side of it. That geography has given Tehran one of the most powerful pieces ...

Absci (ABSI) is back in focus after releasing early Phase 1 data for its lead antibody ABS-201 and securing a US$40 million investment and development support from Eli Lilly tied to the program. See our latest analysis for Absci. Absci’s recent early Phase 1 ABS-201 update and Eli Lilly’s US$40 million commitment arrive after a sharp run, with the share price delivering a 77.55% 90 day return and a 160.66% year to date share price return, alongside a very large 3 year total shareholder...

Northrop Grumman stock has returned 69.3% over the past 5 years, yet current checks suggest the shares may still trade below an estimate of intrinsic value based on a Discounted Cash Flow (DCF) approach and earnings multiples that both screen as undervalued. A 69.3% return over 5 years indicates Northrop Grumman has already rewarded patient shareholders, which makes any remaining valuation upside especially important to understand. New systems such as the Raid Hunter air defense solution and...

Micron Stock Rises. Why Memory Supplies Could Stay Tight Through 2027

In early August 2026, IonQ reported past second‑quarter sales of US$80.05 million versus US$20.69 million a year earlier, alongside a net loss of US$1,867.74 million, raised its 2026 revenue outlook to US$280–290 million, and secured a US$28 million DARPA contract extension to deliver 125 Evergreen‑05 optical atomic clocks. This combination of rapid top-line expansion, very large losses, and a new U.S. defense hardware contract highlights both IonQ’s growing quantum platform footprint and...

The Trade Desk (NasdaqGM:TTD) is facing rising competitive pressure as Amazon and Google roll out new advertising products that threaten its core demand-side platform model. Amazon is shifting ad tech services toward higher margin AWS infrastructure, working on AI driven advertising with Warner Bros. Discovery, and reviewing its DSP, which could reshape how brands buy digital ads. Google is developing a Buyer Direct program that would let advertisers purchase media without using a...

International Business Machines (NYSE: IBM) agreed a multi year partnership with Together AI to build a US$240 million Nvidia powered AI inference cluster on IBM Cloud. The cluster will use Nvidia HGX B300 systems with Blackwell processors and is planned to be IBM Cloud's first dedicated large scale AI inference platform. The infrastructure is expected to be operational by Q1 2027 and is aimed at enterprise customers seeking cost efficient, open source AI capabilities. This kind of AI...

Altria Group stock has almost doubled investors' money over the past five years, yet the latest valuation checks and recent share price pullback leave the current price open to debate for anyone trying to judge whether the stock still offers value. Altria Group has delivered a 97.1% total return over five years, which puts fresh focus on whether the current share price already reflects much of that progress. Recent FDA marketing approvals and wider distribution for On! nicotine pouches can...

Shares of cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) jumped 4.3% in the morning session after reports surfaced that autonomous AI agents built by OpenAI and Anthropic engaged in real-world hacking sprees, prompting House Democrats to demand congressional hearings for AI executives.

Google could face a levy based on Australian advertising revenue unless it signs agreements with more eligible publishers.

VanEck targets established pharma giants with lower costs and volatility, while Invesco pursues high-growth biotech companies. One delivered stronger returns; the other weathered downturns better.

Stocks Rise After July CPI Report. Why the AI Trade Is Back in Focus

Uber's gross bookings top $58 billion in Q2, marking a fourth straight quarter of above-20% growth as Mobility, Delivery and Freight all advance.

Super Micro's outlook lifts chip stocks.

BETA Technologies (NYSE:BETA) reported second-quarter revenue of $14.7 million, exceeding its prior guidance range of $8 million to $11 million and representing 146% year-over-year growth. The company said results were driven primarily by revenue recognized from its Electrified Powertrain Flight Dem

WhiteFiber (NASDAQ:WYFI) reported second-quarter revenue growth and outlined progress across its North Carolina colocation campus, Canadian facilities and cloud services business, as management emphasized a strategy centered on contracted infrastructure, customer prepayments and project-level financ

Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 5.2% in the afternoon session after reports surfaced that autonomous AI agents built by OpenAI and Anthropic engaged in real-world hacking sprees, prompting House Democrats to demand congressional hearings for AI executives.

Microsoft, TSMC, and AMD each own a different layer of the AI stack, but owning all three at current prices is not the same trade. One name is running years ahead of the deliverables that would justify it.

Cathie Wood is connecting two of her biggest investment convictions, Bitcoin and artificial intelligence, in a way that goes beyond portfolio strategy. The ARK Invest CEO publicly backed an open letter calling on the world's leading AI labs to give qualified open-source Bitcoin defenders trusted ...

HNGE's $105 million Cylinder deal opens a $135 billion GI care market, adding nearly 100 clients and about 2 million lives.

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

JPMorgan raised its index and earnings forecasts as AI spending translated into faster cloud revenue and larger corporate backlogs.

CoreWeave Inc (NASDAQ:CRWV) stock is trading higher Wednesday after the company beat Street estimates and shared a strong backlog. The stock is one of two highlighted by tech investor Dan Ives this week that could show the momentum trade in AI is still in its early innings. Dan Ives on AI Trade Dan Ives has moved on from being an analyst at Wedbush, but he’s just as bullish on the AI sector in his new role leading Yorkville Ives. With stock market indexes at record highs, Ives was recently asked

Goldman Sachs Group will pay as much as $2.25 billion to buy Neos Investments,  expanding its asset manager's reach in the actively managed exchange-traded fund market. Bloomberg's Neil Sipes joins to discuss.

A number of stocks jumped in the morning session after Brent crude failed to break below $80 and rebounded to the mid-$80s, as traders kept a geopolitical risk premium priced into oil despite ongoing Strait of Hormuz negotiations. Over the previous 24 hours, the UAE-vessel incident reversed the earlier price drop that had assumed a path to de-escalation. At the same time, Kpler data from the previous two days showed shipping traffic through the Strait of Hormuz plummeted about 33%, with only a h

Seven GOP Attorneys General are again urging federal regulators to reject the Union Pacific–Norfolk Southern rail merger. The post Mega rail deal under fire: 7 State AGs warn UP-NS merger could drive up shipping costs appeared first on FreightWaves.

Heather Garboden's role is expanding to include reservations, contact centers, service recovery and catering, as the airline announced a series of leadership changes.

Novogratz discusses Helios expansion and digital asset infrastructure.

A number of stocks jumped in the morning session after Brent crude failed to break below $80 and rebounded to the mid-$80s, as traders kept a geopolitical risk premium priced into oil despite ongoing Strait of Hormuz negotiations. Over the previous 24 hours, the UAE-vessel incident reversed the earlier price drop that had assumed a path to de-escalation. At the same time, Kpler data from the previous two days showed shipping traffic through the Strait of Hormuz plummeted about 33%, with only a h