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Nvidia is becoming the ‘central bank of AI’ as demand explodes
Yahoo Finance Video13d agoneutralVIDEO
Nvidia is becoming the ‘central bank of AI’ as demand explodes

Morning Brief Host Jake Conley welcomes Zacks Investment Management chief market strategist Brian Mulberry and Yahoo Finance's Tech Editor Dan Howley to discuss Nvidia (NVDA) growing role at the center of the AI boom as demand for its chips and compute continues to surge. The panel also looks at Jensen Huang’s aggressive dealmaking, including 66 partnerships and deals that have helped raise as much as $500 billion in capital for AI infrastructure.

Pharmacy giant closes more stores across U.S. in 2026
TheStreet13d agoneutral
Pharmacy giant closes more stores across U.S. in 2026

After closing hundreds of locations in recent years, a pharmacy giant is continuing to shrink its retail footprint, with more stores disappearing from communities across the U.S. The latest closures come as the chain works to reshape its business and focus on locations it believes have a stronger ...

PayPal Holdings (PYPL) Delivered Adequate Returns Without Dramatic Change
Insider Monkey13d agoneutral
PayPal Holdings (PYPL) Delivered Adequate Returns Without Dramatic Change

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

The Bull Case For Goldman Sachs Group (GS) Could Change Following NVIDIA’s $500B AI Compute Financing Push
Simply Wall St.13d agoneutral
The Bull Case For Goldman Sachs Group (GS) Could Change Following NVIDIA’s $500B AI Compute Financing Push

In August 2026, NVIDIA announced it had signed memorandums of understanding with Goldman Sachs and five other major financial institutions to create independent compute financing platforms that could mobilize over US$500.00 billion of third-party capital for AI infrastructure across its ecosystem, subject to final agreements. This move positions Goldman Sachs at the center of funding large-scale AI compute projects alongside leading asset managers and alternative capital providers, deepening...

International Business Machines (IBM), What Is Driving Fresh Attention Today?
Simply Wall St.13d agoneutral
International Business Machines (IBM), What Is Driving Fresh Attention Today?

International Business Machines (IBM) has just completed a CAD 997.11 million fixed income offering of 4.750% notes due August 15, 2034. This provides investors with fresh information on the company’s funding costs and capital structure. See our latest analysis for International Business Machines. The bond issuance comes as International Business Machines shares trade at US$236.31, with the 7 day share price return up 4.42% but the 30 day share price return down 17.82%. The 5 year total...

Unlocking Alibaba’s (BABA) Transformation Beyond Distribution
Insider Monkey13d agoneutral
Unlocking Alibaba’s (BABA) Transformation Beyond Distribution

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

Tesla investors need more Robotaxi scaling evidence, Morgan Stanley says
InvestorsHub13d agoneutral
Tesla investors need more Robotaxi scaling evidence, Morgan Stanley says

Tesla (NASDAQ:TSLA) may need to demonstrate clearer progress in scaling its Robotaxi business before investors gain greater confidence in the company’s broader Physical AI strategy, according to Morgan Stanley. In a note to clients on Tuesday, analyst Andrew Percoco said feedback following Tesla’s second-quarter earnings showed investors remain constructive on the long-term opportunity, particularly given stronger adoption of the company’s Full Self-Driving software.

Elbit Systems Q2 Earnings Call Highlights
MarketBeat13d agoneutral
Elbit Systems Q2 Earnings Call Highlights

Elbit Systems (NASDAQ:ESLT) reported higher second-quarter revenue, profit and cash flow for 2026, supported by increased demand across Europe, Israel, the U.S. and Asia-Pacific. The defense contractor said its backlog reached a record $32 billion as it continued to add orders from international cus

eToro Group Q2 Earnings Call Highlights
MarketBeat13d agoneutral
eToro Group Q2 Earnings Call Highlights

eToro Group (NASDAQ:ETOR) reported higher second-quarter net contribution and adjusted EBITDA as customer activity shifted toward equities, while the trading and investing platform also announced plans to acquire U.S. broker-dealer TradeZero. Net contribution rose 9% year over year to $229 million