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AbCellera, Replimune and Airbnb reached fresh highs as strong drug data, new funding and better-than-expected earnings boosted investor confidence.

Disney (DIS) shares climbed after the company reported fiscal third-quarter results that beat Wall Street expectations. The numbers gave investors a reason to look past a rough year for the stock. The report landed on Aug. 5. By the next afternoon, shares had risen about 2.5% to $104.31, and the ...

Packaged foods company Kraft Heinz (NASDAQ:KHC) reported Q2 CY2026 results topping the market’s revenue expectations, but sales fell by 1.4% year on year to $6.26 billion. Its non-GAAP profit of $0.56 per share was 5.6% above analysts’ consensus estimates.

Walmart (NasdaqGS:WMT) is taking a higher profile in US economic policy as former CEO Doug McMillon joins a new Federal Reserve task force focused on real time retail data and AI. The Fed group is expected to explore how large scale transaction data from retailers could inform future monetary policy signals and economic monitoring. At the same time, US presidential candidates are increasing public pressure on major retailers, including Walmart, over pricing practices and the perceived impact...

Dell Technologies stock has delivered very strong long term returns, yet current valuation checks still suggest the shares may trade below an estimate of intrinsic value. Both a Discounted Cash Flow (DCF) approach and earnings based multiples currently point to the stock as undervalued, which is a striking setup given how far the price has already run. Over the past 5 years, Dell Technologies has returned close to 9x for shareholders, which puts recent pricing in the context of an already...

Space Exploration Technologies stock has rebounded sharply in the past week, yet the broader valuation checks currently lean expensive. This puts the recent move under closer scrutiny for investors who care about price versus fundamentals. The share price is up 21.1% over the past week, which quickly changes the entry point for anyone looking at Space Exploration Technologies after its post IPO pullback. Heavy spending on AI and telecom infrastructure can support long term revenue ambitions...

Apollo Global Management (NYSE:APO) is part of a planned US$500b AI infrastructure fund alongside Nvidia and other large Wall Street investors. The fund targets data centers and related AI infrastructure, highlighting growing capital demand for large scale computing projects. Apollo announced a new innovation hub in Austin, Texas, intended to expand its presence in a major US technology and industrial center. Together, these moves represent a material extension of Apollo's focus on AI...

FedEx has already begun deploying Dexterity’s dual-armed Mech trailer loading robots at its Hagerstown, Maryland hub, automating physically demanding trailer-loading tasks to enhance efficiency in its ground operations. This move underlines FedEx’s push to embed advanced robotics into its network, aligning its automation efforts more closely with logistics peers such as Amazon that are scaling similar technologies. We’ll now explore how FedEx’s rollout of robotic trailer loading systems fits...

USA Rare Earth (NASDAQ:USAR) reported second-quarter revenue of approximately $6 million, generated by third-party sales from its Less Common Metals metal and alloy-making business, while outlining progress on its mine-to-magnet supply chain strategy outside China. The company reported a net loss a

Archer Aviation (NYSE:ACHR) said it has entered agreements to acquire Boeing-owned Wisk Aero, Insitu and SkyGrid in an all-stock transaction that is expected to close by the end of the year, broadening its operations beyond electric air taxis into unmanned aircraft systems, aviation artificial intel

Record bookings and backlog signal strong demand across defense and space sectors.

Semiconductor revenue target doubled to $200M as hybrid bonding adoption accelerates.

Net debt fell 15% as production ramped at Jubilee and GTA maintained output levels.

In early June 2026, AI and chip stocks lost roughly $1.3 trillion in combined market value in a matter of days. Investors who had been riding the AI wave suddenly started asking whether the trade had run too far ahead of reality. Nvidia shares had pulled back more than 15% from their May peak. ...

Record backlog and $934M new orders signal surging demand from data centers and utilities.

Demand visibility extends into 2027 as manufacturing capacity expands.

ExxonMobil's stock trades like a class leader, but its report card tells a different story.

The company behind your office computer is offering a cash yield that dwarfs the market average, but investors are hesitating. Here’s the math, the machine, and the reason for the discount.

Record revenue drives full-year guidance raise amid semiconductor and data center strength.

Tariffs and weak farm demand pressured margins as construction rebounded.

Revenue surged 90% as data center demand accelerated e-infrastructure growth.

Commercial nuclear revenue surged 72% as management raised full-year guidance.

Revenue hit $3.3 billion with guidance raised on strong newer product growth.

Production hit 1 million barrels daily as management raised guidance and doubled buybacks.

Revenue surged 93% year over year as AI demand accelerated across U.S. markets.

Investors don't like dilution.

Nanoveu Ltd (ASX:NVU, OTCQB:NNVUF, FRA:Q2L) has secured a US$300,000 (A$433,500) pilot order for its EyeFly3D™ glasses-free 3D mobile technology as part of a planned nationwide rollout in India with spatial computing company One Immersive Inc. The companies have entered a mutually exclusive...

Moby summary of Plug Power Inc.'s Q2 2026 earnings call

AST SpaceMobile booked 10 launches as BlueBird production advances through satellite 46.

Bank of America just told investors that one of this year's biggest semiconductor winners is still cheap. On Aug. 7, BofA Securities started covering Tower Semiconductor (TSEM) with a Buy rating and a $367 price target. The call landed days after Tower posted the best quarter in its history. ...