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↗️ CoreWeave (CRWV): Shares jumped over 15% in premarket trading after the cloud-computing company posted its fifth straight quarter of record revenue, fueled by sustained AI demand. ↗️ Super Micro Computer (SMCI): Shares jumped more than 7% premarket after the company reported a surging profit and sales nearly doubling in its fourth quarter.
Futures tied to the the major U.S. stock indexes rose, while oil was up as the deadlock between the U.S. and Iran continued.
Over the past six months, Meta’s shares (currently trading at $591.67) have posted a disappointing 11.8% loss, well below the S&P 500’s 11% gain. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.
The planned 1,300-mile system would transport refined fuel products from the Midcontinent and Gulf Coast to the western US.
Prospective shareholders may want to buy before more investors notice its low valuation and high dividend yield.
Today Inflation data: Consumer price index for July, 8:30 a.m. ET Other data: EIA petroleum status report, Treasury budget Bond auctions: 10-year Treasury note Earnings: Cisco Systems, Stubhub, Coherent, Air Canada Thursday Economic data: Producer price index for July, Jobless claims, EIA natural-gas storage report Earnings: Applied Materials, Tapestry Federal Reserve speakers: Cleveland Fed President Beth Hammack, one of three Fed regional bank heads to dissent from last month’s rate decision.
Nvidia, Cerebras, and AMD could all be inference winners.
Astronics (ATRO) just released second quarter 2026 results, giving investors fresh numbers to assess the stock. The update covers both the three month period and the first half of the year. See our latest analysis for Astronics. Astronics is trading at US$74.91 after a small pullback over the past week, while the 30 day share price return of 3.32% and year to date share price return of 58.79% sit alongside a very large 5 year total shareholder return that suggests sustained positive momentum...
Since February 2026, Cal-Maine has been in a holding pattern, posting a small return of 4.2% while floating around $85.09. The stock also fell short of the S&P 500’s 11% gain during that period.
In August 2026, Nutanix launched an open-source Model Context Protocol (MCP) server for its Cloud Platform, allowing AI assistants like GitHub Copilot, Claude Code, and Cursor to safely translate plain-English requests into governed infrastructure actions via the Nutanix Prism v4 API. By embedding fine-grained RBAC, throttling, auditing, and human-in-the-loop controls directly into its API gateway, Nutanix is positioning its platform as a secure foundation for AI-driven automation across...
Plug Power (PLUG) is back in focus after its latest quarterly update. The hydrogen fuel cell company reported second quarter 2026 results and raised its revenue growth guidance for the full year. See our latest analysis for Plug Power. The earnings beat and raised guidance have given Plug Power some short term momentum, with a 1 day share price return of 5.21% and a 7 day share price return of 2.78%. Even so, the 90 day share price return is down 43.94%. The 1 year total shareholder return of...
The Morning Bull - US Market Morning Update Wednesday, Aug, 12 2026 US stock futures are flat to slightly weaker as investors wait for fresh inflation clues. The key focus is the US 10 year Treasury yield near 4.7%, which reflects the interest rate the government pays to borrow for a decade. Higher yields can make mortgages, car loans and credit card rates more expensive. At the same time, higher oil prices and Iran US geopolitical risks keep pressure on energy costs, which feed into the...
Siemens stock has returned 123.6% over the past five years and recent news has been supportive, yet valuation checks suggest the shares may still trade below an estimate of intrinsic value based on a Discounted Cash Flow (DCF) view and earnings multiples. Over five years Siemens has delivered a 123.6% total return. This puts current buyers in the position of judging whether the story has further room or already reflects most of the progress. Growth in Siemens' software and data center...
Visa (NYSE:V) is expanding its stablecoin settlement capabilities through new partnerships with Lightspark and Zerohash. The partnerships focus on using USDC and other stablecoins for settlement and payout solutions across Visa's client and partner network. Visa aims to support programmable payments, faster cross-border transactions, and onchain disbursements through these integrations. The move deepens Visa's role in blockchain-based financial infrastructure and supports wider adoption of...
Ares Management (ARES) shares reacted after the company reported second quarter 2026 results, including revenue of US$1,428.61m and net income of US$150.64m. Management also affirmed quarterly dividends on both common and preferred stock. See our latest analysis for Ares Management. The earnings and dividend announcements appear to have contributed to a sharp short term rebound for Ares Management, with a 30 day share price return of 17.49% and a 90 day gain of 16.18%. However, the year to...
LONDON, Aug 12 (Reuters) - Hedge funds upped short bets on AI-related stocks in July, according to a Wednesday report from data platform Hazeltree, part of a broad shift in the month that saw
Bechtle (ETR:BC8) reported double-digit growth across most key metrics in the second quarter and first half of 2026, prompting the IT services provider to raise its full-year outlook despite what management described as continued challenging market conditions. Chief Executive Officer Thomas Olemotz
The foundry giant's monthly numbers keep setting records. The share price assumes they stop.
Burry's short position on the neocloud company has intensified some investors' concerns about its future.
Semiconductor maker Himax Technologies (NASDAQ:HIMX) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 5.9% year on year to $227.4 million. Its non-GAAP profit of $0.11 per share was in line with analysts’ consensus estimates.
Collaboration software company Atlassian (NASDAQ:TEAM) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 27.6% year on year to $1.77 billion. Guidance for next quarter’s revenue was optimistic at $1.71 billion at the midpoint, 2.8% above analysts’ estimates. Its non-GAAP profit of $1.87 per share was 24.5% above analysts’ consensus estimates.
Fintech mortgage provider Rocket Companies (NYSE:RKT) missed Wall Street’s revenue expectations in Q2 CY2026, but sales rose 92.9% year on year to $2.76 billion. Next quarter’s revenue guidance of $2.6 billion underwhelmed, coming in 10.1% below analysts’ estimates. Its non-GAAP profit of $0.16 per share was in line with analysts’ consensus estimates.
ASTS said carriers “want the service now,” prompting AST SpaceMobile to push hard for a rapid rollout.
A Harris County jury recently ordered 3M to pay US$61.5 million to Houston homeowners affected by the January 24, 2020 Watson Grinding & Manufacturing explosion, the third bellwether trial in multi-district litigation over the disaster. The verdict highlights how allegations around 3M’s servicing of gas detection and alarm systems could shape ongoing liability exposure for more than 2,000 remaining plaintiffs. We’ll now examine how this latest US$61.5 million verdict and ongoing...
Absci Corporation recently reported second-quarter 2026 results showing a net loss of US$33.21 million, wider than a year ago, while basic and diluted loss per share from continuing operations narrowed to US$0.21. Alongside these figures, Absci highlighted encouraging early Phase 1 data for ABS-201, its prolactin receptor antibody, and a US$40 million investment and development support from Eli Lilly that extend its cash runway into the second half of 2028. Next, we’ll examine how Eli...
West Pharmaceutical Services has delivered a strong 46.9% share price return over the past year, and the stock now sits in a zone where its intrinsic value estimate looks roughly in line with the market while several valuation checks flag a richer pricing backdrop. Over the last 12 months, West Pharmaceutical Services has returned 46.9%, which puts extra focus on whether that gain already reflects most of the company’s fundamental strengths. Following recent earnings updates that highlighted...
AbCellera Biologics recently reported that its investigational antibody ABCL635 achieved statistically significant Phase 2 results, with a single 600 mg subcutaneous dose reducing both the frequency and severity of moderate-to-severe menopausal hot flashes versus placebo while showing a favorable tolerability profile over four weeks. By pairing these data with improvements in sleep and patient-reported outcomes, ABCL635 positions AbCellera as an emerging player in the large, under-served...
CoreWeave Inc. (NASDAQ:CRWV) raised prices across its artificial intelligence computing offerings in July and is passing along rising hardware costs to customers, as demand continues to accelerate. A Quarter of Pricing Power CFO Nitin Agrawal told analysts on Tuesday’s earnings call that the increase was “an approximately 25% increase across SKUs in response to the current demand environment.” He added that CoreWeave is separately passing through rising component costs to customers, including pr
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