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AMD just landed its biggest AI deal yet
TheStreet32d agoneutral
AMD just landed its biggest AI deal yet

AMD has broken a chip monopoly before. In the 2000s, it took server market share away from Intel’s dominant x86 processors, forcing years of price and performance competition that reshaped enterprise computing. Two decades later, AMD is attempting a similar disruption, this time against Nvidia’s ...

How to Use GE Vernova Earnings to Tell if the AI Trade Is Dead
Barrons.com32d agoneutral
How to Use GE Vernova Earnings to Tell if the AI Trade Is Dead

Demand for GE Vernova’s power generation equipment amid the AI data center building boom has sent shares to levels no one expected. Now, how the stock reacts to earnings on Wednesday can help tell investors if the AI trade is alive and well, or if more pain is coming to many stocks, beyond shares of Vernova. It’s an important report for Vernova, with shares above $1,000, up roughly 700% since the company was spun out of GE Aerospace in 2024.

Popular Walmart bakery item recalled over possible glass contamination
TheStreet32d agobearish
Popular Walmart bakery item recalled over possible glass contamination

Most shoppers do not expect something as simple as a bakery roll to carry a safety risk. But food recalls can sometimes involve products consumers never see in their original packaging. This is especially true of products, which are shipped in bulk to grocery-store bakeries, restaurants, or other ...

Oracle stock makes rattling move after major setback
TheStreet32d agoneutral
Oracle stock makes rattling move after major setback

Oracle (ORCL) has spent two years telling Wall Street it can build AI infrastructure faster than anyone else. A land commissioner in New Mexico just made that harder. On Monday, Oracle stock fell about 3.5% to a fresh 52-week low, trading near $122 after touching $120.03 earlier in the day. ...

GM Boosts 2026 Outlook on Premium Pricing for Big Trucks
Bloomberg32d agoneutralVIDEO
GM Boosts 2026 Outlook on Premium Pricing for Big Trucks

General Motors raised its full-year profit forecast by another $500 million after beating second-quarter earnings estimates, powered by stronger margins on its largest vehicles and lower tariff costs. Bloomberg's David Welch joins to discuss.

Coca-Cola just made a big change to how it looks
TheStreet32d agoneutral
Coca-Cola just made a big change to how it looks

The things that look permanent are usually the ones getting worked on hardest. You just don't see the scaffolding until it comes down. Think about the objects that haven't changed in your lifetime. The stop sign. The three-pronged plug. The red can sitting in a cooler at a gas station in a country ...

Auto & Transport Roundup: Market Talk
The Wall Street Journal32d agoneutral
Auto & Transport Roundup: Market Talk

Find insight on GM, European airlines, Indian auto parts makers and more in the latest Market Talks covering the auto and transport sector.

Alphabet and Intel could reset the AI trade
TheStreet32d agoneutral
Alphabet and Intel could reset the AI trade

Alphabet (GOOGL) and Intel (INTC) will approach second-quarter earnings from opposite sides of the artificial-intelligence boom. Alphabet is one of the biggest infrastructure buyers in the industry. Intel is trying to prove it can be a bigger supplier to that build-out. Their reports together could ...

Alphabet vs Apple: The Better Buy Before Earnings
24/7 Wall St.32d agobullish
Alphabet vs Apple: The Better Buy Before Earnings

Alphabet and Apple both crushed their last quarters, but they are running completely opposite playbooks heading into earnings season. One is burning through cash to own the AI future while the other hands it back to shareholders, and only one setup looks sharp right now.

Charles Schwab Q2 Earnings Call Highlights
MarketBeat32d agoneutral
Charles Schwab Q2 Earnings Call Highlights

Charles Schwab (NYSE:SCHW) executives said the company delivered record second-quarter results as client asset gathering, trading activity, lending demand and wealth management flows all strengthened. President and CEO Rick Wurster said Schwab is benefiting from a financial services landscape that

Meta adds Xbox Game Pass starter to Horizon+ subscription
Reuters32d agoneutral
Meta adds Xbox Game Pass starter to Horizon+ subscription

Meta Platforms said on Tuesday it is adding the Xbox Game Pass ‌starter edition to its Meta Horizon+ subscription service, ‌expanding its gaming offering on Quest virtual reality headsets. The move deepens ​Meta's partnership with Microsoft's Xbox and will give Horizon+ subscribers access to more than 50 Game Pass titles alongside the existing catalog of more than 100 ‌virtual reality games available ⁠through the service.

Bank of America doubles down on Apple stock ahead of earnings
TheStreet32d agoneutral
Bank of America doubles down on Apple stock ahead of earnings

July 30 is Tim Cook's last earnings call as Apple's CEO. He's been running the company since 2011, and when he gets off that call, John Ternus takes over. That alone makes this quarter worth paying attention to, beyond the usual revenue-and-margins conversation. Bank of America published its ...

Investing.com32d agoneutral
Chinese Open LLMs are no threat to memory demand, BofA says

Investing.com -- Bank of America told clients in a note Tuesday that the latest wave of Chinese open-source AI models, including Moonshot's Kimi K3, reinforces rather than threatens its bullish thesis on memory demand, reiterating a Buy rating on Micron with a $1,550 price target.