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NVIDIA Corp. stock gained nearly 1% in Tuesday’s premarket trading as investors weighed fresh efforts to finance large-scale AI infrastructure and GPU deployments. The world’s most valuable chipmaker is seeking to turn AI infrastructure into a major financing opportunity as...

One of its largest and long-standing institutional investors is reportedly leading a go-private bid.

GAIQ launches into one of the most contested trades in the market, and two specific variables will determine whether it outperforms a passive tech benchmark or lags badly over the next 12 months. Most investors tracking the fund are only watching one of them.

NLR delivered stronger five-year returns and lower costs, but EMLP's infrastructure focus offers steadier performance with half the volatility.

Applied Digital is burning cash and carries heavy debt, while Microsoft generated $67 billion in free cash flow last year.

Investing.com -- Raymond James downgraded On Holding to Outperform from Strong Buy and cut its price target to $38 from $52 after the Swiss sportswear maker reported weaker-than-expected second-quarter revenue and lowered its growth outlook. The brokerage said pressure in North American wholesale and limited visibility into the pace and durability of future growth had reduced confidence in near-term upside.

AI infrastructure demand and moderating inflation drove broad gains, though geopolitical tensions remain, today, Aug. 12, 2026.

Today, Aug. 12, 2026, the AI cloud infrastructure provider's stock jumped 34% as AI cloud demand surges.

Core CPI, which excludes food and energy, advanced 0.2% last month, with the overall annual inflation rate landing at 3.4%.

Spire (SPIR) delivered earnings and revenue surprises of -14.82% and +3.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Usio (USIO) delivered earnings and revenue surprises of +200.00% and +0.31%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Cisco (CSCO) delivered earnings and revenue surprises of +4.27% and +2.36%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

The semiconductor company reported a quarterly loss of $450.5 million, compared with a profit of $309.5 million a year earlier.

The market could be more precarious than it seems at first glance.

The cloud-computing company’s stock jumped 19% and lifted other shares tied to the artificial-intelligence build-out.

Bill Ackman’s Pershing Square made investments in six new public companies since the end of March: Visa Mastercard Netflix S&P Global Intercontinental Exchange Alcon The additions were disclosed in a letter to shareholders that accompanied Pershing Square’s quarterly earnings release, the firm’s first since it went public in April.

Moby summary of T1 Energy Inc's Q2 2026 earnings call

Cisco Systems' (CSCO) shares dropped after the closing bell Wednesday as the company's fiscal fourth

I covered Michael Burry's first Palantir short thesis on June 4, when he called the stock a "sand castle" trading at 16 times intrinsic value. The stock dropped sharply the following day. Then Palantir reported one of the most extraordinary quarters in enterprise software history. On top of ...

Paramount Skydance (NASDAQ:PSKY) insiders just showed up in SEC filings selling stock, and that headline rarely looks good. But look past the sale and something more interesting shows up: how much these executives kept. CEO David Ellison and Chief Strategy and Operating Officer Andy Gordon each unloaded shares on August 7, purely to cover taxes […]

Caterpillar recently reported quarterly sales above US$20b and a record US$72b backlog, highlighting sustained demand in heavy equipment. For investors in PACCAR (PCAR), this raises fresh questions about truck cycle strength and valuation today. See our latest analysis for PACCAR. PACCAR’s share price has moved to US$132.53, with a 30-day share price return of 6.39% and a 90-day share price return of 18.56%. The 1-year total shareholder return of 37.69% points to momentum that has been...

Why Carvana’s new loan matters for stockholders Carvana (CVNA) has secured a new US$1.66b Senior Secured Term Loan B facility, giving the company room to redeem its 9.00% Senior Secured Notes due 2030 and extend its debt schedule. The move is expected to lower Carvana’s cash interest costs by about US$45 million per year over the next four years. For stockholders, this changes the funding profile at the same time the business reports improving profitability metrics. See our latest analysis...

Uber Technologies (NYSE:UBER) reported that its Uber Freight unit is investigating a cyber security incident involving unauthorized access to some internal systems and code repositories. The company indicated that Uber Freight operations have not been disrupted and that the incident has been contained, while it continues to assess data security implications. Separately, Uber confirmed it has sold its entire stake in Serve Robotics, the autonomous delivery company it originally spun...

Quantinuum (QNT) CEO and president Rajeeb Hazra announces his partnership with Oracle (ORCL)and explains how its quantum computing technology will be integrated into Oracle's ecosystem.

Quantinuum (QNT) CEO and president Rajeeb Hazra announces his partnership with Oracle (ORCL)and explains how its quantum computing technology will be integrated into Oracle’s ecosystem.

<body><p>STORY: Mussio also noted that "investors are right to concern themselves" with companies' capital expenditures on AI buildout.</p><p>"The market is rewarding those businesses that can finance the CapEx still within the guise of their cash flow from operations," Mussio said. "It's the businesses that are then using all of that cash flow, and then borrowing in the market on the debt side, those are the companies that have a much more difficult time. So Microsoft, Amazon, okay. Meta, a little less okay.... Oracle, even less so, less so ok."</p></body>

Intel stock has delivered a very large 348.0% return over the past year, yet the valuation checks send a mixed message. The intrinsic value estimate based on a Discounted Cash Flow (DCF) model suggests the shares are roughly in line with fair value, while simple market multiples still screen Intel as undervalued. A 348.0% one year return puts Intel among the strongest movers in the Nasdaq this year. This can leave less room for error if expectations change. Heavy investment in AI focused...

Intuitive Surgical (ISRG) shook investors after reporting strong Q2 2026 revenue and earnings that beat expectations, while revealing slower U.S. procedure growth and rising competitive pressure from Johnson & Johnson and Chinese robotic surgery platforms. See our latest analysis for Intuitive Surgical. The Q2 surprise arrives after a tough stretch for Intuitive Surgical, with the share price down 28.6% year to date and the 1 year total shareholder return declining 16.1%. The recent 7 day...

The latest valuation work on Western Digital lifts fair value from US$584.79 to US$662.13, signaling a higher assessed intrinsic value for the stock based on refreshed inputs. This move comes as analysts weigh strong AI driven storage demand and firmer pricing in hard disk drives and NAND against execution questions around technology transitions and future margins. As you read on, you will see how these shifting price targets fit into the broader Western Digital story and how to track the...

Abbott Laboratories (NYSE:ABT) and Google Health announced a multi year partnership to integrate Abbott's Lingo biowearable glucose data with Google's AI driven consumer health tools. The collaboration aims to feed continuous glucose monitoring insights into the Google Health app to support personalized metabolic health tracking and coaching. The companies plan to run one of the largest real world metabolic health studies using anonymized Lingo data combined with Google's AI...