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Inflation Hasn’t Disappeared, Yet Chipotle (CMG) Raised Guidance
Insider Monkey14d agoneutral
Inflation Hasn’t Disappeared, Yet Chipotle (CMG) Raised Guidance

According to the latest economic reading, America’s GDP growth slowed to 1.5% in Q2 from 2.1% in Q1. Meanwhile, headline PCE inflation remained elevated at 3.7% year over year in June, while core PCE inflation stood at 3.3%. Although America’s consumer spending ticked up a little in Q2, it came at the expense of savings. […]

Margins Under Pressure, Demand Accelerating — Is TE Connectivity (TEL) at a Critical Inflection Point?
Insider Monkey14d agoneutral
Margins Under Pressure, Demand Accelerating — Is TE Connectivity (TEL) at a Critical Inflection Point?

The accelerating AI infrastructure buildout, along with the ongoing electric vehicle adoption and industrial automation, is driving huge demand for electronic connectors and sensors. Expanding data center capex is driving this demand. The top five US hyperscalers are projected to spend around $730 billion this year and more than $1 trillion next year on infrastructure expansion. […]

Jim Cramer’s AI Security Play: Why CrowdStrike (CRWD) and Palo Alto (PANW) Are Dominating the Market
Insider Monkey14d agoneutral
Jim Cramer’s AI Security Play: Why CrowdStrike (CRWD) and Palo Alto (PANW) Are Dominating the Market

Wall Street’s early-year assumption that generative AI would commoditize cybersecurity led short sellers to bet heavily against specialized software platforms. However, as autonomous AI tools scale, enterprise networks face increasingly complex threat vectors that require dedicated platform security. During the August 6 episode of CNBC’s Mad Money, host Jim Cramer highlighted CrowdStrike Holdings, Inc. (NASDAQ:CRWD) […]

Forkast News14d agoneutral
Cloudflare Wants to Control the Identity and Money Layer for Agent Commerce

Cloudflare has entered the agent commerce race with a two-tier wallet architecture designed to give developers programmable control over how AI agents spend money. The company’s new AI Agents platform, announced August 4, introduces Account Wallets for funding and Virtual Wallets for individual agents, each equipped with configurable guardrails including periodic spending allowances, merchant allow-lists, […]

Bloom Energy (BE) Deepens AI Power Footprint In Fremont
Simply Wall St.14d agoneutral
Bloom Energy (BE) Deepens AI Power Footprint In Fremont

Bloom Energy (NYSE: BE) expands its partnership with MiTAC Computing Technology to deploy fuel cell microgrids at an AI server manufacturing campus in Fremont. The new deployment is designed to provide clean, reliable onsite power for mission-critical AI infrastructure needs. The project builds on an existing relationship between Bloom Energy and MiTAC as AI data center power demand grows. As AI infrastructure keeps scaling and pushes power systems to do more, it can be useful to compare...

Riot Platforms (RIOT) Stock Looks Pricey On Sales Yet Strong On Returns
Simply Wall St.14d agoneutral
Riot Platforms (RIOT) Stock Looks Pricey On Sales Yet Strong On Returns

Riot Platforms has delivered a 69.6% gain over the past year, yet its valuation checks lean expensive and raise questions about how much optimism is already in the share price. Over the last 12 months, Riot Platforms is up 69.6%. This puts recent buyers in profit and sets a high bar for what comes next to justify that move. The new US$9.1b, 20 year AI infrastructure lease at Rockdale can support long term contracted revenue. However, the scale of the required build out and financing may add...

Ondas (ONDS) Stock Looks Pricey Despite Its Very Large 3 Year Run
Simply Wall St.14d agoneutral
Ondas (ONDS) Stock Looks Pricey Despite Its Very Large 3 Year Run

Ondas stock has delivered a very large 3 year gain while its valuation checks and market multiples point to a more restrained picture. This raises the question of how much of the recent news flow around defense and critical infrastructure contracts is already reflected in the current price. Over the past 3 years, Ondas has returned about 7.7x. This puts recent enthusiasm for the stock in sharp focus when thinking about what is already priced in. New defense and critical infrastructure...

Making Sense of the Multibillion-Dollar Numbers of Nvidia Deal, Intel Share Sale
Bloomberg14d agoneutralVIDEO
Making Sense of the Multibillion-Dollar Numbers of Nvidia Deal, Intel Share Sale

Nvidia is becoming the "banker of choice to the AI ecosystem" as it seals $500 billion commitments from Wall Street giants. Meanwhile, Intel is looking at its first share sale since the 1970s. Bloomberg's reporters and market watchers make sense of the multibillion-dollar figures, with one noting the capital raise could be a "double-edged" sword for Nvidia.

DKNG Q2 Deep Dive: Customer Growth and Super App Rollout Reshape Outlook
StockStory14d agoneutral
DKNG Q2 Deep Dive: Customer Growth and Super App Rollout Reshape Outlook

Fantasy sports and betting company DraftKings (NASDAQ:DKNG) fell short of the market’s revenue expectations in Q2 CY2026, with sales falling 4.6% year on year to $1.44 billion. On the other hand, the company’s outlook for the full year was close to analysts’ estimates with revenue guided to $6.7 billion at the midpoint. Its non-GAAP profit of $0.09 per share was 53.1% below analysts’ consensus estimates.

Oil prices hold steady after jumping 5%, while Asian shares are mixed
Associated Press14d agoneutral
Oil prices hold steady after jumping 5%, while Asian shares are mixed

Shares were mixed in Asia, while oil prices were holding steady Tuesday after jumping the day before as uncertainty persisted over when the Strait of Hormuz could reopen and get the global flow of crude going again. U.S. futures edged higher. Brent crude oil was unchanged at $87.72 a barrel, while U.S. benchmark crude also was flat at $82.13 a barrel.

Jim Cramer Endorses Lockheed Martin as “Sensational”
Insider Monkey14d agoneutral
Jim Cramer Endorses Lockheed Martin as “Sensational”

During the lightning round of the August 6 episode of Mad Money, a caller inquired about the long-term outlook for Lockheed Martin Corporation (NYSE:LMT), highlighting its prominent position as a major defense contractor and pointing out its steady dividend payout of $3.45 per share. Host Jim Cramer responded with strong enthusiasm: I think it’s sensational. […]

Trump Media Expands Bitcoin Holdings to $900 Million While Reporting H1 Unrealized Losses — What to Know About Truth Social Owner's BTC Stash
Benzinga14d agoneutral
Trump Media Expands Bitcoin Holdings to $900 Million While Reporting H1 Unrealized Losses — What to Know About Truth Social Owner's BTC Stash

Trump Media & Technology Group Corp. (NASDAQ:DJT) reported Monday that it held more than $900 million worth of Bitcoin (CRYPTO: BTC) at the end of July. ‘Exciting’ Unlock For Square Sellers The disclosure appeared in the "Subsequent Events" section of Trump Media’s earnings report. The company behind Truth Social held 9,477.16 BTC on its balance sheet as of June 30, valued at $557.094 million—down 33% from the amount reported for the six months ended Dec. 31, 2025. Overall, the company recorded

What Is Samsung Electronics (KOSE:A005930) Signaling With Record Foldable Preorders?
Simply Wall St.14d agoneutral
What Is Samsung Electronics (KOSE:A005930) Signaling With Record Foldable Preorders?

Samsung Electronics (KOSE:A005930) has launched its new Galaxy Z Fold8 Ultra, Fold8, Flip8, Watch Ultra2 and Watch9 globally, introducing its latest foldable phones and smartwatches. The company reports strong early demand, with pre orders for the new devices surpassing previous records for its foldable and wearable lines. The products feature expanded Galaxy AI tools, including Google AI Pro, and deeper integration across phones and watches for smoother switching between devices. The launch...

Surging Revenue and Narrower Losses Might Change The Case For Investing In Quantum Computing (QUBT)
Simply Wall St.14d agoneutral
Surging Revenue and Narrower Losses Might Change The Case For Investing In Quantum Computing (QUBT)

In August 2026, Quantum Computing Inc. reported past second-quarter 2026 results showing sales rising to US$5.55 million from US$61,000 a year earlier, while net loss narrowed to US$11.75 million from US$36.48 million. Across the first six months of 2026, the company’s sales increased to US$9.24 million and loss per share roughly halved, underscoring improving operating efficiency even as the business remains loss-making. We’ll now examine how this sharp revenue increase and reduced...