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Archer Aviation (ACHR) has spent years as a pre-revenue startup, burning cash while it waits for regulators to let its air taxis carry paying passengers. That description no longer fits. On Aug. 10, Archer said it will buy three Boeing subsidiaries in an all-stock deal, and the market pushed the ...

Moby summary of Kopin Corporation's Q2 2026 earnings call

JPMorgan Chase & Co. CEO Jamie Dimon warned that if the U.S. loses its economic and military edge over the next 25 years, the dollar could lose its reserve-currency status.Military and Economic MightSpeaking on “Firing Line” with Margaret Hoover, the...

(Bloomberg) -- Yen traders are ramping up options market activity ahead of key US inflation data, turning to derivatives for flexibility amid a lack of consensus on the currency’s direction.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027China Unleashes $28 Tril

Semiconductors are the picks and shovels of modern technology. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power. This secular trend bodes well for the industry, which has posted a six-month gain of 50.2% and beaten the S&P 500 by 39.1 percentage points.

Moby summary of Venture Global, Inc.'s Q2 2026 earnings call

Jim Cramer outlined 3 questions on bonds, oil, and Nvidia show investors how to read the market right now.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Musk also said AI revenue could surpass SpaceX’s core businesses by September.

Revenue hit $34 million with 126% year-over-year growth as margins expanded.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

CAVA Group (NYSE:CAVA) reported second-quarter 2026 revenue growth of 31.3% as same-restaurant sales increased 9%, supported by 5.3% traffic growth and continued strength in new restaurant openings. Revenue rose to $365.4 million, while net income increased to $23 million from $18.4 million in the

The green hydrogen pioneer is advancing toward its profitability goals.

CoreWeave and Nebius have emerged as major beneficiaries of the AI boom and surging demand for cloud infrastructure.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

CEO David Ellison has suggested a possible move as the antitrust battle drags on over the company’s Warner Bros. deal.

Vertex Pharmaceuticals’ second quarter reflected strong commercial momentum, with management highlighting the performance of its cystic fibrosis (CF) portfolio and accelerating uptake of newer products like CASGEVY and JOURNAVX. CEO Reshma Kewalramani attributed revenue growth to “the strength of our cystic fibrosis portfolio and the growing contributions from our newer products,” while also emphasizing progress in regulatory and clinical milestones. Management specifically noted that ALYFTREK a

Oklo Inc. has already achieved first criticality at its Groves low-power test reactor on private land in Texas and reported its first-ever quarterly sales of US$1.21 million, even as its quarterly net loss widened to US$48.54 million with a basic loss per share of US$0.28. This combination of technical progress and initial revenue, built on a greenfield site under the U.S. Department of Energy’s Reactor Pilot Program, is beginning to translate Oklo’s advanced reactor vision into real-world...

JD.com stock has recovered somewhat in the short term, yet the longer record is still weak, and the current checks suggest the market may be pricing it below what its fundamentals imply. That mix of a recent rebound and a longer stretch of value erosion is what makes the current valuation debate around JD.com important for investors. Over the past 5 years JD.com has delivered a total return that is down 43.5%, which raises the question of whether sentiment has been too pessimistic compared...

T-Mobile US (TMUS) has introduced a new suite of plans built around longer term device financing and student focused discounts, prompting fresh attention on how the stock reflects its current pricing strategy. See our latest analysis for T-Mobile US. For investors watching T-Mobile US, the recent plan refresh comes after a period where the share price has eased, with a 30 day share price return of 4.81% and a year to date share price return of 10.52% in decline. The 3 year total shareholder...

In the past week, Monster Beverage Corporation reported Q2 2026 results, with sales rising to US$2,537.47 million and net income to US$584.54 million, alongside higher earnings per share from continuing operations versus a year earlier. These results highlighted especially strong international momentum, as overseas markets and new product launches played a large role in lifting overall performance despite higher marketing and distribution costs. We’ll now examine how this strong...

Monolithic Power Systems (NasdaqGS:MPWR) is scheduled to present at the Future of Memory and Storage 2026 conference. The FMS 2026 event focuses on advances in memory and storage technologies for data centers and related infrastructure. The company is expected to outline its latest work in power solutions for high performance computing and storage applications. Analysts and investors will be watching for clues on Monolithic Power Systems product roadmap and areas of R&D focus. Consider...

C3.ai recently announced that Forrester Research named it a Leader in The Forrester Wave: AI Platforms, Q3 2026, awarding the C3 Agentic AI Platform the highest score in the current offering category among 15 providers and praising its unified enterprise model and turnkey applications. An interesting angle for investors is that Forrester cited unusually strong customer feedback on business value and “white glove” implementation, underlining C3.ai’s execution and service credentials beyond...

Morningstar’s $23 fair value implies a 25% downside, with a 'Very High Uncertainty' rating.

BWX's second quarter performance reflected robust demand across both its government and commercial nuclear businesses, with revenue growth led by increased activity in commercial nuclear power and aftermarket services. Management pointed to strong operational execution and productivity improvements, particularly in Government Operations, as key contributors. CEO Rex Geveden highlighted the company's “position of strength with exposure across the nuclear value chain,” and noted that the recent sa

Her funds' daily trade files show the same response to each leg higher in the AI software stock -- while $26.6 million went somewhere much cheaper.

(Bloomberg) -- Signs of life are returning to the Shanghai free-trade zone’s bond market, which went quiet in late 2023 after Chinese authorities clamped down on excessive borrowing by local governments.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027China Unlea

Riot's Anthropic lease lifted miner stocks, but the sell-down funding it hints at a new source of Bitcoin sell pressure.

Executives involved are hailing it as a new asset class, but critics have concerns about using chips as collateral.

Babcock & Wilcox announced an agreement with Siemens Energy to begin work on 20 steam turbine generator sets totaling 1 GW of capacity targeting data center projects.