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Meta launches a $1B community fund to ease opposition to AI data centers as concerns over local impacts and benefits grow.

The rebound may have just begun for these two companies.

Larsen and ‌Toubro on ‌Thursday said it ​secured an order to build ‌an ⁠AI factory for ⁠Nvidia. The order is ​in ​the ​range of ‌100 billion rupees to 150 billion rupees (($1.05 ‌billion - $1.57 ​billion), ​the ​company ‌said. ($1 = 95.3600 Indian ​rupees) (Reporting ​by Mridula Kumar ​in ‌Bengaluru; Editing ​by Sonia ​Cheema)

Aug 13 (Reuters) - Larsen and Toubro on Thursday said it secured an order to build an AI factory for Nvidia.

Shopify (NasdaqGS:SHOP) is centering its upcoming 2026 holiday push on the Shop app as a key channel for merchants and shoppers. The company is promoting new AI-powered features in Shop, aimed at tailoring product discovery and recommendations during peak season. Management is positioning the app as a primary hub for merchant engagement, rather than only a checkout extension on individual online stores. The holiday focus on Shop signals a broader effort to compete more directly in consumer...

Iridium Communications stock has surged 179.6% year to date, yet its valuation picture is mixed, with a Discounted Cash Flow (DCF) estimate pointing to meaningful upside while earnings-based multiples suggest the shares screen as expensive. Year to date, Iridium Communications has delivered a 179.6% return, which puts extra weight on whether the current price already reflects its long term prospects. The pending acquisition by Rocket Lab can support expectations for broader use of Iridium...

In recent weeks, Meta Platforms has launched a series of open‑weight AI models like Muse Spark 1.2 and Muse Glimmer, ramped up multibillion‑dollar data‑center commitments, and appeared at major industry events, all while facing escalating global scrutiny over its AI products and data practices. At the same time, Meta is heading into its largest youth social media trial yet, with 29 U.S. states and thousands of plaintiffs challenging the company’s alleged addictive design and children’s data...

Telephone and Data Systems (TDS) has drawn fresh attention after reporting Q2 2026 results on 7 August, with revenue of US$309.28 million and net income of US$298.37 million from continuing operations. See our latest analysis for Telephone and Data Systems. Despite the stronger Q2 earnings profile and spectrum transactions with Verizon and T-Mobile, Telephone and Data Systems’ recent share price return has softened, with the stock at US$33.17 and share price performance weakening over the...

Nebius Group (NasdaqGS: NBIS) reports Q2 revenue growth of over 450% on strong AI cloud demand. The company highlights large scale AI cloud contract wins and higher power contracted targets in its core segment. Nebius Group appoints a new Chief Marketing Officer with global expansion experience from leading tech companies. Consider reviewing other stocks tied to AI infrastructure demand through 56 AI infrastructure stocks. NasdaqGS:NBIS 1-Year Stock Price Chart Nebius Group builds full...

Amazon.com (NasdaqGS:AMZN) has reportedly emerged as a leading bidder to acquire Decart AI, according to discussions disclosed in August 2026. The potential deal comes as major tech competitors, including SpaceX, Nvidia and Nebius, seek control of Decart AI's advanced artificial intelligence assets. The contested auction highlights the value of Decart AI's talent and technology for future applications in cloud services, retail operations and digital advertising tools. Any acquisition outcome...

FTSE 100 set to open in the green Economy grows by 0.4% 7.30am: UK economy holds up Not bad, all things considered. The economy grew 0.4% in the second quarter, down from 0.6% in the first, which counts as a decent result for a three-month stretch that included a war in Iran and all...

Venture capitalist Chamath Palihapitiya said Wednesday that Tesla Inc.‘s (NASDAQ:TSLA) expansion into solar manufacturing was essentially a bet on nuclear power, as the automaker weighs a $10.1 billion solar cell plant in Texas. ‘All in on Nuclear’ “Tesla is going all in on nuclear,” Palihapitiya said in a post on X. “Actually, it’s going all in on solar, but they are the same thing, the sun is a nuclear reactor, just farther away.” Palihapitiya has been a vocal supporter of Musk’s ventures, pre

Virgin Galactic Holdings Inc. (NYSE:SPCE) touted a path to nearly $1 billion in annual revenue as it scales its fleet and launch cadence. However, CEO Michael Colglazier has warned the task may not be as easy as it looks. Doubling Ships, Spaceports During the company’s earnings call on Wednesday, the commercial space tourism company’s Chief Financial Officer Doug T. Ahrens said that the company could “fully utilize one spaceport by doubling the size” of its fleet to four spaceships and adding a

Coupang’s second quarter results were met with a negative market reaction, as the company’s revenue fell short of Wall Street expectations and margins came under pressure. Management attributed these outcomes primarily to lingering effects from last year’s data incident, which temporarily disrupted customer activity and introduced higher operational costs. CEO Bom Kim explained that while most customers have returned and spending has rebounded, the company continued to carry excess capacity and

Shares of Lenovo Group Ltd surged after the Chinese computer maker reported a 43% increase in quarterly revenue, beating analyst estimates by a wide margin and reinforcing optimism around AI-driven demand.

A reported potential take-private deal involving Nelson Peltz has sent Wendy's stock sharply higher.

CommVault Systems (NASDAQ:CVLT) said the market for data protection has shifted from traditional backup and recovery toward cyber resilience, a trend Chief Financial Officer Gary Merrill said has accelerated over the past three years. Speaking at the KeyBanc Technology Leadership Forum, Merrill sai

September and October can be rough for stocks. Here’s how to add some shock absorbers to your portfolio.

NYC Council probes Kalshi, Polymarket, Coinbase and Gemini Titan over marketing that allegedly targets young New Yorkers.

The company's bulls believe this may be the start of a sustained run.

Adyen, the Dutch firm that handles payments for Spotify ‌and Microsoft, raised its annual revenue ‌growth forecast on Thursday as it continued to win ​more customers and invest in its payments technology. Adyen now expects net revenue to grow between 21% and 23% in 2026, ‌compared with a ⁠previous range of 20% to 22%. Half-year adjusted core earnings reached €641.5 million, ⁠against analysts' estimate of €647.2 million, reflecting higher costs from its recent acquisitions.

U.S. stock futures are showing modest gains heading into Thursday morning as Wall Street digests cooling inflation data against the backdrop of a prolonged geopolitical impasse in the Middle East. The Polymarket (CRYPTO: POL) crowd is leaning bullish for the...

TransDigm’s second quarter performance reflected broad-based growth across its commercial OEM, commercial aftermarket, and defense segments, with management highlighting particularly strong demand in the commercial transport aftermarket. CEO Michael Lisman credited the 18% year-over-year growth in commercial aftermarket to robust demand across engines, interiors, and passenger systems, despite ongoing geopolitical uncertainties. The company also reported double-digit growth in defense and commer

Fuel cell technology Plug Power (NASDAQ:PLUG) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 2.5% year on year to $178.3 million. Its non-GAAP loss of $0.07 per share was in line with analysts’ consensus estimates.

Ford Motor stock has delivered a 45.1% total return over the past five years, yet current valuation checks send mixed signals as the Discounted Cash Flow (DCF) intrinsic value estimate points to a premium while market based multiples suggest the shares may be on the cheap side. A 45.1% return over five years shows that long term shareholders in Ford Motor have been rewarded, which raises the bar for what counts as good value today. Recent headlines on Ford Motor's expanded commercial...

Blackstone stock has delivered a strong 66.2% return over the past three years, yet current checks suggest the shares are trading at a premium to what the intrinsic value estimate and earnings multiples indicate. Over the last three years, Blackstone has returned 66.2%, which keeps longer term holders in profit even though more recent returns have been weaker. Fresh commitments to areas like AI focused data centers and energy transition assets can support long term cash flow expectations,...

Micron Technology (NasdaqGS:MU) sits at the center of a shift in AI market leadership as investors increasingly compare chipmakers with cloud hyperscalers like Alphabet, Amazon and Microsoft. Recent commentary in 2026 highlights that cloud hyperscalers are now converting large AI infrastructure budgets into clearer long term profit plans. This change in focus is prompting investors to reassess which companies might lead the next phase of AI spending and returns. The new narrative suggests...

Ciena has delivered very strong share price gains over the past few years, yet the valuation checks send mixed signals, with an intrinsic value estimate based on a Discounted Cash Flow (DCF) pointing to upside while market multiples suggest the stock is expensive. That split has become more important after a very sharp three year return and fresh interest linked to AI related demand for its networking technology. Ciena has returned about 9.7x over the past three years, which puts a lot of...

Alibaba’s release of the Qwen3.8-2.4T-A95B open weights is not a surrender to the open-source ethos; it is a calculated exercise in platform capture. By abandoning the permissive Apache 2.0 license used for previous iterations in favor of a restrictive, custom Qwen3.8-Max License, Alibaba is drawing a hard line around the commercial value of its frontier-class […]

Opendoor’s second quarter was marked by a sharp decline in revenue and ongoing losses, triggering a negative reaction from the market. Management attributed the underperformance primarily to ongoing challenges in the U.S. housing market, including weak transaction volumes and persistent seasonality. CEO Kasra Nejatian acknowledged the difficulty, stating, “We’re doing this in the weakest housing market in a generation and in the worst season of the year for us.” The company emphasized operationa