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Anthropic’s expanding data center footprint strengthens AMD’s AI growth story as Instinct deployments accelerate and Data Center revenue surges.

Ryanair (NASDAQ:RYAAY) just handed Google a five-year cloud contract, and the timing says a lot. On August 12, Europe’s largest airline by passenger numbers said it would deploy Gemini AI tools and DeepMind models across its operations, rolling out Google Workspace and Google Cloud to 35,000 employees. It is a bet on technology at exactly […]

Priced for a recovery too soon, stick to the sidelines ahead of earnings.

SpaceX shares soared after Elon Musk revealed AI could soon become the company's biggest revenue driver. But with heavy spending and a lofty valuation, is the excitement justified?

Oracle struck a partnership deal with Quantinuum. The tech giant is also considering additional layoffs as it invests in AI.

Zuckerberg recently shared what he sees for the future of AI on Meta's Q2 earnings call.

Alphabet is tightening corporate oversight and reorganizing its Google DeepMind unit to prioritize the commercial performance of its flagship Gemini AI model.

The shift moves Zillow's ad business, Zillow Elevate, from custom onsite campaigns into scalable, off-site media capabilities. Pinterest is its first partner.

Management raised its full-year forecast, but the market seems to be asking for more than a higher target.

Investing.com -- SpaceX shares surged 11% following a major Wall Street endorsement of its artificial-intelligence capabilities and renewed investor enthusiasm over its expanding suite of enterprise software products. The rally was sparked by a research note from Morgan Stanley arguing that public markets are severely underestimating SpaceX’s AI enterprise platform, alongside comments from Chief Executive Elon Musk teasing the launch of the company’s flagship model, Grok 4.7. The market response

SpaceX released its newest AI model, Grok 4.6, on Wednesday. The stock rose as much as 11%, rising above its IPO price.

Mosaic (NYSE:MOS) announces cash tender offers to repurchase certain outstanding debt securities, funded by a new fixed income offering. The company begins the tender process alongside the completion of new senior notes, with the goal of adjusting its debt profile and maturity mix. Mosaic highlights potential effects on interest costs, liquidity, and overall balance sheet structure as key aims of the transaction. For readers looking to build on this update with more ideas in related...

Sandisk has had an exceptional run over the past year, yet the current valuation signals are more muted. The Discounted Cash Flow (DCF) estimate points to a share price that is roughly in line with where the stock trades today, while the market multiples still screen it as undervalued. Over the past 12 months, Sandisk has returned more than 26x an initial investment, which means any new buyer now has far less room for error if expectations change. New high density flash products for AI and...

Coherent (COHR) is back in focus as investors position ahead of the company’s upcoming earnings report, following strong results from optical networking peers and rising expectations tied to AI data center spending. See our latest analysis for Coherent. The recent pullback, including a roughly 19% decline in the 90 day share price return, comes after a sharp run, with the year to date share price return of Coherent at 69% and the 1 year total shareholder return above 180%. This signals that...

Rocket Lab has agreed to acquire Iridium Communications (NasdaqGS: IRDM), aiming to combine Iridium’s satellite communications network with its own launch and satellite manufacturing operations. The planned deal is intended to expand Rocket Lab’s role beyond launch services into broader space applications using Iridium’s existing infrastructure. Both companies expect the transaction to reshape their positions in satellite services, with potential effects on how rivals compete for government...

Upcoming Earnings Put Bullish in Focus for Crypto Stock Investors Bullish (BLSH) is drawing attention ahead of its second quarter earnings report on August 13, one year after its stock market debut, as investors assess expectations for profits and revenue. See our latest analysis for Bullish. The Bullish share price closed at US$24.52 on August 11, with a 7 day share price return of 3.03% but a 90 day share price return that has declined 41.35%. This points to fading momentum ahead of...

United States Antimony just watched most of its 2026 gains evaporate in a single session, and the guidance cut behind the collapse raises a bigger question: is this an isolated antimony-price shock or a warning sign for the entire domestic critical-minerals trade?

Investing.com -- Hilton Worldwide shares have come under pressure over the past month, but Deutsche Bank said investor expectations have now largely reset, creating a more attractive entry point as hotel demand remains resilient and the company's valuation has become more reasonable.

The latest U.S. tariffs on imported solar panels could give First Solar, Inc. (NASDAQ:FSLR) a meaningful competitive advantage, according to UBS and BNP Paribas. The new tariffs include a minimum import price of $0.38 a watt and a 15% duty on covered polysilicon imports, increasing the cost burden for competitors relying on imported panels. However, […]

Networking technology giant Cisco (NASDAQ:CSCO) will be reporting earnings this Wednesday after market close. Here’s what to look for.

In light of sinking public opinion and the company’s thousands of lawsuits from states, school districts, parents, and users, Meta’s public relations have been defensive. “It is surprising that the discourse from many developing AI is so filled with doom,” Zuckerberg wrote.

The chipmaker announced a $15 billion secondary stock offering this week.

IonQ's revenues surge, D-Wave's bookings soar and Rigetti advances its roadmap. Let's see which of these quantum stocks is an attractive bet at the moment.

Western Digital, Caterpillar and Datadog rank among top momentum picks using Driehaus' "buy high and sell higher" strategy.

Qatar, the U.S. and Argentina are driving the next LNG wave, with major projects targeting Asia and Europe as energy security concerns grow.

Aurora Cannabis would expand Curaleaf's international presence, but it hasn't been a strong business in recent years.

Oracle shares rallied Thursday after two neoclouds posted blowout earnings, but does this AI tailwind justify the stock's risks?

The cash-and-equity deal for the options-income specialist folds in NEOS's roughly $1 billion Bitcoin covered-call fund, giving Goldman instant scale in a crypto ETF niche it had only just entered on paper.

AEHR shares rally on a $22 million follow-on production order. But caution is warranted in chasing the momentum in AEHR stock.

Intuit is set to report its fourth-quarter and full-year results later this month.