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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 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 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...

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.

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.

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.

Twelve Nasdaq 100 stocks have doubled in 2026, and not a single the Magnificent Seven is among them. Here is why.

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. […]

Riot Platforms Inc (RIOT) secures landmark $9.1 billion AI data center lease and expands engineering margins, offsetting a $237 million GAAP net loss in Q2 2026.

Anthropic is reportedly meeting investors for its IPO and could launch the share sale as early as next month. OpenAI has reportedly deferred its plans to next year.

Archer Aviation Inc (ACHR) reports strong Q2 results with 213% revenue growth, unveils a transformative Boeing deal and new AI platform while managing ongoing cash burn.

Rocket Lab Corp (RKLB) posts 62% revenue growth to $234 million, secures over $1 billion in new contracts, and advances Neutron development toward a Q4 2026 pad delivery.

Bitdeer stock fell 20% to its lowest since March after a Q2 loss and revenue that missed analyst estimates.

Cryptocurrency bettors are skeptical that Amazon.com Inc (NASDAQ: AMZN) will reach $300 or higher by the end of August, despite the stock’s steady start to the month. What is Polymarket Upto? The betting crowd on Polygon (CRYPTO: POL)-based Polymarket currently...

Shares of biopharmaceutical drug delivery company Halozyme Therapeutics (NASDAQ:HALO) jumped 18.1% in the afternoon session after the company reported strong second-quarter earnings that surpassed analyst expectations and raised its full-year financial guidance.

With the takeoff of agentic AI earlier this year, the central processing unit market is set for faster growth and could become the new growth driver for TSMC, Bernstein analysts said.

Shares of Trade Desk, Papa John’s International, Emergent Biosolutions declined after the companies posted disappointing Q2 results last week.

The AI server maker preannounced nearly everything three weeks ago -- except the number that frames its next fiscal year.

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

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...

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...

BlackRock also trimmed XPeng, while increasing its Lucid and Rivian holdings to record levels.

Strategy Inc. recently reported second-quarter 2026 results showing revenue of US$122.37 million but a very large net loss of US$8,219.63 million, driven largely by Bitcoin-related unrealized losses, and has begun selling Bitcoin and issuing stock to repurchase preferred shares and build its US dollar reserve. The shift from relentless Bitcoin accumulation to using Bitcoin sales and equity issuance for capital management marks a new phase in Strategy’s attempt to support its preferred...

Roblox stock is under pressure after a sharp share price fall, and current checks point to a company that screens as expensive rather than as a clear bargain. Over the past year, Roblox has declined 71.7%, which puts recent trading firmly in recovery territory rather than at new highs. The key driver for how investors may value Roblox now is confidence in the platform changes that affect user monetization, while an active class action and concerns about engagement trends remain a central...

Dell Technologies (NYSE:DELL) expanded its partnership with D&H Distributing Co., which is now a fully authorized distributor for Dell's complete storage and server portfolio in the US and Canada. The move broadens Dell's distribution reach across North America for its datacenter and infrastructure products. D&H's channel relationships with resellers and solution providers are expected to increase access to Dell storage and server offerings for a wider set of customers. AI infrastructure is...

Sony and TSMC are back in Kumamoto, this time as partners rather than neighbors, discussing a $6.4 billion image sensor plant on the same ground where Japan already spent billions rebuilding its chip industry. Five years ago, Tokyo lured TSMC to the prefecture with unprecedented state subsidies. ...

Hims & Hers Health (NYSE:HIMS) reported second-quarter 2026 revenue of more than $753 million, up nearly 40% from a year earlier, as the telehealth company added 300,000 net new subscribers and ended the period with nearly 3 million subscribers globally. Chief Financial Officer Yemi Okupe said dome

Cannae (NYSE:CNNE) outlined plans to continue repurchasing shares, monetize non-core assets and expand its sports and entertainment portfolio during its second-quarter 2026 earnings call, as the company reported lower operating revenue and significant impairment charges related to its restaurant gro

Babcock (NYSE:BW) reported higher second-quarter revenue, net income and adjusted EBITDA, citing increased project activity and demand for reliable power generation from utility, industrial and data center customers. Chairman and Chief Executive Officer Kenny Young said the company raised its full-

Shares of quantum computing company IonQ (NYSE:IONQ) jumped 11% in the afternoon session after the quantum computing company posted a large second-quarter revenue beat, raised full-year guidance, and announced a $28 million DARPA contract extension. IonQ delivered about $80.1 million in Q2 revenue—roughly 287% year over year and far above prior guidance and Street ranges—then lifted 2026 revenue guidance to $280–$290 million from $260–$270 million. Management said growth came from Tempo system d