
Wall Street underestimated how much hyperscalers would spend on AI infrastructure in 2026, and analysts could be making the same mistake for 2027.
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Wall Street underestimated how much hyperscalers would spend on AI infrastructure in 2026, and analysts could be making the same mistake for 2027.

The company will spend the capital on international expansion, research and development of its code review tools.

The segment continues to be driven by strong demand for BEVs.

Despite already being a huge company, Amazon still has tremendous success ahead.

Southeast Asian conglomerate Sea Limited is on a journey that bears many similarities to Amazon's rise.

Datadog (NASDAQ:DDOG) Chief Financial Officer David Obstler said the company’s recent growth has been supported by a broader product platform, market-share gains and expanding demand across customer sizes and geographies. In a conference discussion with Canaccord Genuity technology analyst Kingsley

Palantir has already handed investors an 800% gain over three years, and now a leveraged ETF promises to double every move the stock makes. But the mechanics of daily leverage introduce a hidden force that can quietly destroy returns even when you get the direction right.

Stock futures were a touch higher on Thursday as investors awaited July wholesale inflation data that will help decide what the Federal Reserve does next. Nasdaq 100 futures were rising less than 0.1%. The Bureau of Labor Statistics is set to release the producer price index for July at 8.30 a.m. Eastern time.

If Cathie Wood is right, it's time to go bargain-hunting in the beaten-down crypto sector.

Diamondback Energy has significantly outperformed the broader market, while analysts remain strongly optimistic about its growth prospects.

Since SpaceX went public in June, Wall Street had been dreading Aug. 6, when the first lockup preventing early investors from selling the stock expired and millions of shares were set to flood the market.

Nvidia is positioning itself as a core technology provider for Japan's physical AI build-out.

The rally in optical stocks could just be beginning.

RBC raises its price target on stronger sales, while Bank of America remains cautious ahead of second-quarter earnings.

Although Macy's continues to execute its turnaround, warehouse retailer Costco has executed flawlessly for many years.

The company approved funding of approximately $800m for the project in October 2025.

Kevin Warsh and a historically pricey stock market may soon be on the hot seat.

Despite trailing the broader market over the past year, Royal Caribbean continues to garner a cautiously optimistic outlook from Wall Street analysts.

Billionaire Bill Gates‘ daughter Phoebe Gates and Phia co-founder Sophia Kianni reportedly pushed for features that could cause the shopping startup to claim affiliate commissions on sales it did not drive. The founders “were aware” of the cookie stuffing practice...

Procter & Gamble isn't a flashy company, but its dividend will appeal to investors looking for a payout they can count on.

↗️ Lenovo Group (HK:992): Shares rose 19% in Hong Kong after the company posted record-high revenue driven by AI infrastructure demand. ↘️ StubHub (STUB): Shares in the ticket seller tumbled over 13% premarket after the company failed to turn a profit in the second quarter due to climbing costs, despite surging revenue from the World Cup.

A valuation this low likely can't last much longer.

Today 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.

Starbucks Korea posted its first quarterly loss since it started operations 27 years ago after a marketing debacle triggered a boycott, criticism from President Lee Jae Myung, and a police raid of its corporate offices.

Earlier this month, Viasat, Inc. reported first-quarter 2026 results showing revenue of US$1,156.54 million versus US$1,171.05 million a year earlier, with net loss narrowing to US$51.74 million and diluted loss per share from continuing operations improving to US$0.38 from US$0.43. Management reaffirmed mid-single-digit revenue growth guidance for fiscal 2027 while highlighting continued weakness in commercial services and contrasting strength in Defense and Advanced Technology...

Trimble stock has fallen 36.5% over the past five years, yet the current valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach both point to the shares trading at a discount to underlying cash flow. Over the last five years the share price has declined 36.5%, which means long term holders have seen capital value erode even as the latest valuation work suggests potential upside relative to fundamentals. Future cash flow from Trimble's software and...

Halliburton stock has almost doubled investors' money over the past five years, yet the current valuation checks still point to the shares looking inexpensive on several fronts. With the market already rewarding the company, the key issue for investors is whether that pricing still lines up with the fundamentals. Halliburton has delivered a 93.7% return over the past five years, which puts recent gains firmly on the radar for anyone assessing what is already priced in. Halliburton's market...

The Morning Bull - US Market Morning Update Thursday, Aug, 13 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.2% and Nasdaq-100 futures ahead by roughly 0.6%, as investors focus on a key inflation update and what it could mean for interest rates. July CPI is expected at 3.4% year on year, with core inflation seen at 2.5%, which would suggest the cost of living is still rising but closer to the central bank’s comfort zone. At the same...

Atlassian (TEAM) has just reported quarterly results that exceeded analyst expectations, paired with strong guidance that leans heavily on the adoption of its Rovo AI platform and the new Code Context capability. See our latest analysis for Atlassian. Atlassian’s earnings beat and strong Rovo AI narrative have coincided with sharp recent momentum, with a 30 day share price return of 61.44% and a 90 day share price return of 91.99%, even though the 1 year total shareholder return is down...
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