Zacks12d agobullish
Nokia Declines 28.7% in Three Months: Should You Buy the Dip?NOK's shares have slumped 28.7%, but AI infrastructure growth and stronger networking demand could offer a path to recovery.
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GuruFocus.com12d agoneutral
NVIDIA Stock Rises as $500 Billion AI Financing Machine Takes ShapeSix financial giants could expand customer access to NVIDIA infrastructure without requiring the chipmaker to fund every project directly.
Motley Fool12d agobullish
Down 0.5% in 2026, Is Palantir Stock a Buy?Is this AI stock still buyable, or already priced for perfection?
GuruFocus.com12d agoneutral
TSMC Stock Rises as Bernstein Spots Massive CPU OpportunityTSMC Stock Rises as Bernstein Spots Massive CPU Opportunity
Zacks12d agobullish
Lyft Expands Robotaxi Partnerships as Global Mobility Strategy EvolvesLyft is broadening its mobility network through robotaxi partnerships, European acquisitions and partner-linked rides, while control risks remain.
Zacks12d agobullish
DELL is Overvalued at 21.92X P/E: Should You Still Buy the Stock?Dell Technologies' AI server surge, record backlog and server refresh demand fuel growth, even as shares trade at a premium valuation.
Barrons.com12d agoneutral
AppLovin Stock Is Today’s Worst Performer In the S&P 500. This Is Why.AppLovin stock took it on the chin Tuesday after a downgrade by a BofA Securities analyst who isn’t sure whether the ad-technology platform can jump-start its revenue growth. Shares were down 5% to $322.11 and were on pace for their lowest close since May 7, 2025, according to Dow Jones Market Data. The analyst, Omar Dessouky, lowered his rating to Neutral from Buy and cut his price target to $400 from $430.
Zacks12d agoneutral
Does Intel's Revenue Growth Signal a Turnaround in Its Fortunes?INTC's 25% revenue jump, surging data center sales and AI PC growth point to a stronger recovery, even as margin and China risks persist.
GuruFocus.com12d agobullish
ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool DemandASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand
Zacks12d agobullish
Jabil vs. Corning: Which AI Infrastructure Stock is the Better Buy?JBL's cheaper valuation, broader AI hardware exposure and stronger 2026 growth estimates give it an edge over GLW despite its bigger rally.
GuruFocus.com12d agoneutral
Michael Burry Sends Fresh Warning For Palantir Stock FansMichael Burry Sends Fresh Challenge to Palantir Bulls With 2027 Puts
24/7 Wall St.12d agoneutral
Apple Already Increased the Price of iPhones Up to $300. Their Price Hikes Might Be Just Starting.Memory costs are already squeezing Apple hard enough that Tim Cook called it a once-in-a-century event, but the worst may still be ahead for iPhone buyers and Apple shareholders alike.
Zacks12d agoneutral
VST Q2 Earnings Call Balances Data Center Growth With ERCOT SoftnessVistra's Q2 call keeps 2026 guidance intact as data center demand supports long-term growth, while softer ERCOT pricing clouds its 2027 outlook.
GuruFocus.com12d agoneutral
HPE Stock Falls 2.9% as AI Upgrade Rally UnravelsThe reversal shows that investors still question whether extraordinary server and networking growth can support HPE's elevated expectations.
Zacks12d agoneutral
OSPN or DOCN: Which Is the Better Value Stock Right Now?OSPN vs. DOCN: Which Stock Is the Better Value Option?
Zacks12d agoneutral
ATMU or RACE: Which Is the Better Value Stock Right Now?ATMU vs. RACE: Which Stock Is the Better Value Option?
Zacks12d agobullish
KDP vs. MNST: Which Stock Should Value Investors Buy Now?KDP vs. MNST: Which Stock Is the Better Value Option?
Zacks12d agoneutral
GD vs. GE: Which Stock Is the Better Value Option?GD vs. GE: Which Stock Is the Better Value Option?
GuruFocus.com12d agobearish
Sandisk Stock Rises as $1,600 Target Reframes AI SelloffArgus argued that the recent correction created a more attractive entry valuation during a powerful memory-industry growth cycle.
MT Newswires12d agobearish
Sneaker maker On Tempers 2026 Sales Growth Outlook as Second-Quarter Top-Line Misses ViewsOn Holding (ONON) tempered its full-year constant-currency sales growth outlook on Tuesday as the Sw
MT Newswires12d agoneutral
Okta Fiscal Q2 Revenue Could Top Guidance as Sales Execution Improves, Oppenheimer SaysOkta (OKTA) could deliver about 2 percentage points of upside to the midpoint of its fiscal Q2 2027
Reuters Videos12d agoneutralVIDEO
Should AI be open source?<body><p>STORY: :: Elena Casas, Business reporter</p><p>:: London, England / August 11, 2026</p><p>Meta launched a new AI model this week. The thing to know about it is that it’s open weight - that means it comes with publicly accessible core components that users can customise. Closed models are kept fully under the control of the company that made them.</p><p>:: Why this matters</p><p>:: Meta</p><p>This really matters because there is a growing divide in Silicon Valley over whether AI should be closed or open.</p><p>The development race for open-weight models is being led by China. Meta’s Mark Zuckerberg is arguing the barriers to using open-weight AI in the US should be lower so that American companies can compete better with Chinese rivals.</p><p>:: What happens when AI goes rogue?</p><p>OpenAI and Anthropic have closed AI systems. They are in control. That means that when an OpenAI model recently went rogue and attacked AI library Hugging Face, it had to use a Chinese open-weight model to defend itself.</p><p>:: More regulation? </p><p>These recent stories about OpenAI and Anthropic’s models ‘going rogue’ do help to make the case that AI needs more regulation, not less. OpenAI’s CEO Sam Altman met senators after the hack and President Trump said the administration was considering more controls for AI.</p><p>:: Archive</p><p>Meta’s Mark Zuckerberg doesn’t agree. He said ‘the idea that AI is so dangerous that the only safe path is an extreme concentration of power is inherently problematic.’</p><p>:: Power vs profits</p><p>So should we be more worried about AI models breaking out of human control, or about the cutting-edge technology being kept in the hands of a tiny handful of powerful companies?</p><p>This argument isn’t just about what the tech itself can do. It’s a struggle over power and profits in Silicon Valley.</p></body>
Blockspace12d agobearish
DA Davidson cuts Nebius target 30% as Vineland delays threaten 2026 guidanceA site visit and local planning hearing led DA Davidson to question whether Nebius can finish its New Jersey data-center project this year, putting forecast upside and its execution record…
Motley Fool12d agoneutral
Is Rule Breaker ASML the Snap Cola King Right Now?Use this test to identify a top dog and first-mover in an important, emerging industry.
24/7 Wall St.12d agobullish
Archer Aviation Zooms 11% Higher as Boeing Deal Rally Extends on Earnings-Call Details; Joby, EHang Lag BehindArcher Aviation is surging for a second straight day while rivals Joby and EHang sit completely frozen, and the reason traces back to a Boeing deal detail that changes how Archer plans to fund its entire future.
Proactive12d agobullish
Hims & Hers Q2 revenue beat offset by wider-than-expected lossHims & Hers Health (NYSE:HIMS) delivered mixed second-quarter results, with revenue beating Wall Street expectations while its quarterly loss came in wider than analysts had forecast as the company incurred restructuring charges tied to its shift toward branded GLP-1 weight-loss...
Zacks12d agoneutral
Will Ulta Beauty's Omnichannel Edge Help Sustain Business Growth?ULTA is strengthening its omnichannel strategy through digital growth, loyalty, AI and social commerce to drive customer engagement.
Investing.com12d agoneutral
Trump lifts TikTok ban on federal devices after ownership transferInvesting.com -- The Trump administration removed restrictions on TikTok use on federal government devices Monday after determining the social media app no longer presents a national security threat following the transfer of its US operations to American investors.