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Micron Targets AI's Next Big Winners With $250 Million Venture Fund

Both chipmakers crushed their earnings estimates, yet the same geopolitical pressure that wiped out billions for one barely registered for the other. Understanding why reveals something surprising about where real AI market power actually sits.

Solaris Energy Infrastructure delivered a robust second quarter, surpassing Wall Street’s revenue and profit expectations and prompting a positive market reaction. Management attributed the quarter’s outperformance to expanded contract scope with major technology and energy customers, higher ancillary service revenue, and successful integration of new business lines. Chairman and Co-CEO Bill Zartler emphasized, “We continue to provide dedicated power at scale to data centers, consistently achiev

ConocoPhillips (NYSE:COP) was held by 74 hedge fund investors at the end of Q1 2026 in the Insider Monkey database, with a total stake value of just over $7.5 billion. This is up from 65 hedge fund holders with a cumulative investment of almost $5.5 billion in the previous quarter. Ric Dillon’s Diamond Hill Capital […]

Investors need to pay close attention to BBVA stock based on the movements in the options market lately.

Apple Opens 20,000-Square-Foot Houston Facility as AI Server Production Grows

Forty days after MiCA’s transition ended, BeInCrypto examines Europe’s licensed crypto market, stablecoin shift, enforcement gaps and unresolved risks.

Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter is available to download here. Fund performance improved significantly in Q2, achieving a return of 36.3% as tensions in Iran eased. Since inception, it has met its goal of annualized returns of 16.5%. The outlook for the next […]

Traders are growing more confident that the $110 billion merger between Paramount Skydance Corp. and Warner Bros. Discovery Inc. will move forward despite an ongoing legal battle with US states.

Social Security sends 70 million retirees a larger check every January without anyone asking. A half-million-dollar bond portfolio just sits there, paying the same coupon it paid on day one, while a decade of rising prices quietly erodes what that income can actually buy.

Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter is available to download here. Fund performance improved significantly in Q2, achieving a return of 36.3% as tensions in Iran eased. Since inception, it has met its goal of annualized returns of 16.5%. The outlook for the next […]

Phillips 66 moves ahead with the $5B Western Gateway Pipeline, strengthening market access, logistics flexibility and long-term cash-flow potential.

Dali Rajic, who served as president and COO of Wiz before its $32 billion acquisition by Google, will lead OpenAI's global revenue organization

Net income reached $1.06 billion, up 49% year over year

Andrew Boone values Alphabet at 32x 2027 earnings against 29x for Amazon

A recent Cloudera report highlights significant challenges enterprises face in implementing AI projects, with 95% having delayed or canceled initiatives due to infrastructure limitations. The survey findings, from over 1,500 IT architects, indicate a widespread need for overhauling legacy data architectures to support scalable and secure AI across hybrid environments. This shift, termed "The Great AI Re-Architecture," underscores the increasing complexity of data governance and the ongoing...

WASHINGTON, Aug 14 (Reuters) - U.S. retail sales unexpectedly fell in July after recent strong gains that were fueled by large tax refunds, but consumer spending is likely to remain supported by

Elon Musk on Thursday revealed his massive SpaceX holdings, reporting a nearly 50% stake worth more than $900 billion. SpaceX stock rose early Friday after the filing. Musk, in a filing with the Securities and Exchange Commission late Thursday, reported owning nearly 6.42 billion shares of SpaceX, representing a 48.4% stake worth $906.87 billion based on Thursday's closing price. Musk...

Centrus Energy’s second quarter saw revenue growth driven by higher commercial activity in both its low-enriched uranium (LEU) and high-assay low-enriched uranium (HALEU) markets, but profitability came under pressure as operating margin contracted sharply year-on-year. Management pointed to increased spending on workforce expansion, manufacturing readiness, and advanced technology costs as key factors behind the margin decline. CEO Amir Vexler acknowledged the variability in quarterly results a

Shares of Airbnb, Inc. (ABNB) see eight institutional inflows in the past 30 days.

Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter is available to download here. Fund performance improved significantly in Q2, achieving a return of 36.3% as tensions in Iran eased. Since inception, it has met its goal of annualized returns of 16.5%. The outlook for the next […]

Chanos said neocloud moats, like the one around CoreWeave, are “both dug and filled” by Nvidia.

Prominent investor Gary Black has issued a stark warning to Elon Musk, asserting that Tesla Inc. cannot match Apple Inc.’s $4.4 trillion valuation by relying solely on “word-of-mouth and the CEO’s posts on X,” while calling for an urgent shift...

SanDisk laid out fiscal 2028 to 2030 targets while JPMorgan resumed coverage

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Moby summary of TMC the metals company Inc.'s Q2 2026 earnings call

Moby summary of Ondas Holdings Inc.'s Q2 2026 earnings call

Moby summary of KULR Technology Group, Inc.'s Q2 2026 earnings call