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Yeti stock is tumbling today despite meeting analysts' expectations for the second quarter.
Strong earnings may no longer be enough for chip investors
RVII opened at $22.50 after pricing 8 million shares at $25
Sandisk Stock Jumps as New Forecast Points to Strong Growth and Cash Flow

Cisco just blew past analyst expectations by a wide margin, yet shares are sliding. CEO Chuck Robbins says the skeptics are missing something fundamental about who is actually writing the checks for AI infrastructure.
Ackman Bets on Netflix Again After Painful 2022 Exit

Workday stock jumped on Thursday after a published report that private-equity firm Silver Lake is in talks to acquire the enterprise software company. According to the Reuters report, which cited people familiar with the matter, Silver Lake and Workday have held discussions about a possible deal in recent months. Barron’s has reached out to Workday and Silver Lake for comment.

Hertz was one of the worst-performing stocks in Pershing Square’s investment portfolio this year through August 11, subtracting 1.1% from gross performance, the firm said.

Micron and Sandisk are primed to skyrocket.

The growth case for Archer Aviation is getting stronger.
Micron Stock Surges Again as AI Boom Reignites Memory Trade

In July it ranked 13th among 16 retailers

Mad Money Host Jim Cramer named 6 AI data center stocks after Wednesday's rally. See how each has performed in 2026.
Investor Day targets 50% free-cash-flow margins.
One inflation trend could keep policymakers on the sidelines

OpenAI said Thursday that Chief Revenue Officer Denise Dresser is leaving, marking the latest depart
Pershing Square believes Azure capacity investment and Microsoft 365's embedded position can sustain high-teens earnings growth.
Australia's escalating enforcement could test whether Meta's automated age-detection systems satisfy regulators considering substantially higher penalties.

Both stocks have been on similar trajectories since SpaceX went public.

IBM plans to train and certify tens of thousands of consultants on OpenAI's technologies as part of this deal.
A CNN sale could help clear the final antitrust hurdle.

Bloomberg's James Crombie joins Emily Graffeo on "Real Yield." Bond traders dialed back measures of credit risk associated with Nvidia after the company said it would limit its exposure in a $500 billion plan to finance the type of AI investments that are driving demand for its computer chips.
Tougher enforcement raises the stakes for social media platforms.

CoreWeave and Nebius Group's results illustrate that purpose-built AI infrastructure is the engine of the AI supercycle.

Fidelity's broad, low-cost index approach goes head-to-head with an actively managed, mission-driven healthcare fund.
AMD's balance sheet makes timing of move especially intriguing
Investing.com -- Workday (NASDAQ:WDAY) shares surged 25% Thursday afternoon following a Reuters report that private equity firm Silver Lake is in talks to acquire the company.