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Steve Eisman says OpenAI and Anthropic drive 70% of Big Tech AI revenue, and cheap Chinese models could threaten it.

Just days after Quantinuum’s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan’s Quanta Computer.

Pushed to their limits, patients are turning to social media to plead for help getting their medical care covered.

Earlier this week, International Business Machines Corporation announced a wide-ranging partnership with OpenAI and a multi‑year US$240 million agreement with Together AI to deploy NVIDIA-powered AI infrastructure on IBM Cloud for large‑scale open‑source model inference. By embedding OpenAI’s frontier models directly into IBM Consulting and standing up a dedicated OpenAI Practice, IBM is signaling an intensified push to become a core enterprise AI implementation partner across regulated...

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Earlier this week, Citizens JMP Securities upgraded Okta to “Market Outperform,” highlighting the company’s expanded AI-focused identity security capabilities, including its Permiso Security acquisition, new partnerships, and recently enhanced products geared toward securing AI agents. Okta also introduced identity-scoped Model Context Protocol tool lists that can sharply cut AI agent token usage by limiting tool access to what each identity is authorised to use, potentially aligning cost...

Jim Cramer cheered Brinker International's 21-quarter winning streak on Mad Money, and the stock jumped anyway despite a missed earnings print. But a closer look at the filing reveals a hidden drag that the Chili's headline numbers quietly bury.

Uber Technologies stock has delivered a strong 90.4% gain over the past five years, yet current valuation checks still suggest the shares lean cheap rather than stretched. With the company leaning into autonomous vehicles and large acquisitions, investors are weighing that track record against what the current price implies. Over five years, Uber Technologies has returned 90.4%, which puts current holders in a solid position but raises the question of how much of that progress is already...

Microchip Technology (NasdaqGS:MCHP) announced a new radiation tolerant Space CSAC SA65 atomic clock for satellite systems, aimed at compact and energy efficient timing in orbit. The company also introduced a major upgrade to its PolarFire FPGA Ethernet Sensor Bridge to support AI driven edge sensor connectivity for cameras. The updated sensor bridge targets robotics, medical and industrial uses that rely on NVIDIA based platforms and tighter latency control at the edge. These launches...

Amgen stock has delivered strong gains over the past five years, yet the current share price sits at a discount to an intrinsic value estimate based on a Discounted Cash Flow (DCF) model, while broader valuation checks point to a more mixed picture. Amgen has returned 116.3% over the past five years, which puts more weight on whether the current valuation still leaves room for an attractive long term outcome. Plans to open a new Science and Innovation Center in Hyderabad can support...

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

McLaren revealed a long rumored car during Monterey Car Week, and the story isn't its sweeping lines - its the gearbox. 

Texas Pacific Land’s second quarter was marked by strong year-over-year growth but was met with a negative market reaction, reflecting concerns over the company’s revenue miss relative to analyst expectations. Management attributed quarterly performance to record royalty production in oil and gas, supported by higher realized commodity prices and increasing demand for produced water royalty volumes. CEO Tyler Glover emphasized that “our unhedged royalty position allowed us to benefit fully from

Honeywell International (NASDAQ:HON) CFO Mike Stepniak said the company is off to a strong start following its portfolio transformation, citing favorable July order trends, broad regional demand and improving prospects for the second half of the year and into 2027. Speaking at a Deutsche Bank confe

Lower borrowing costs tend to benefit growth stocks like the EV maker, but shares are still struggling for the year.

Jefferies raised its price target on Workday to $205 from $140 while maintaining a ‘Hold’ rating.

Sen. Rand Paul (R-KY) finally got a look inside Fort Knox, more than a year after asking to inspect America’s gold reserves. “Yes, the gold is there all (approximately) 147 million ounces,” he wrote on X after the visit. However,...

The benchmark US stock measures were mostly pointing higher before the open Friday as investors awai

Jim Cramer is calling a special Investing Club session on semiconductors, and the timing is no accident. Chip earnings this quarter have split the sector into clear winners and laggards, and Cramer is betting members need to know which lane to own before the back half of 2026.

S&P 500 investors can't decide if they should be bullish or playing it safe. But corporate profit guidance for next year can provide a clue.

Wall Street's rally has raised valuation concerns. These five dividend ETFs under $50 offer affordable income and diversified equity exposure.

Spear Invest founder and chief investment officer Ivana Delevska explains where she sees the biggest opportunities for investors in the tech space in the coming years.

The 20,000-square-foot training facility sits within the same Foxconn site that already assembles Apple's AI servers

US equity futures were mixed pre-bell Friday after a record-high overnight close for the S&P 500.

APA Corporation delivered a positive performance in Q2, as reflected by a 3.8% post-earnings share price increase. Management attributed the quarter’s results to sustained cost reductions, operational improvements in the Permian and Egypt, and a disciplined capital allocation approach. CEO John J. Christmann highlighted that ongoing efficiency initiatives have enabled the company to meet oil production targets with fewer rigs and lower capital intensity, stating, “Operational performance remains

Wall Street flipped the script Friday with a wave of surprise upgrades and downgrades hitting names like Wayfair, Roku, and Fox Corporation, while cooler inflation data reshuffled bets across stocks, bonds, oil, and crypto all at once.

Wall Street’s benchmark reading of investor concern, often referred to as the “fear index,” is trading near the lowest levels of the year this week as a surprising summer rally has stocks hitting all-time highs. The Cboe Volatility Index, or designed as a real-time estimate of the expected daily moves for the based on equity options trading, was trading around 14.56 on Friday. At current levels, the VIX is suggesting daily swings of just 67 points for the S&P 500, in either direction, over the next 30 days, a muted level of movement in a market beset with concerns over Federal Reserve rate hikes, government debt and deficit figures, AI spending and investments, and the U.S. war with Iran.

The ARK Invest founder wasn’t deterred by a certain stock’s bumpy lift-off over the last few weeks.

News of the day for August 14, 2026

Workday buyout speculation could mark a turning point for beaten-up software stocks.