Western Digital reported fourth-quarter 2026 sales of US$3,747 million and net income of US$3,195 million, with full-year sales reaching US$12.92 billion and net income US$9.42 billion, alongside a US$0.15 per-share cash dividend declared for payment in September 2026. Management highlighted that AI customers are already negotiating multi-year storage agreements, suggesting Western Digital is securing longer-term visibility into demand as data-intensive AI workloads expand. We’ll now examine...
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Arista Networks (NYSE:ANET) posted its first $3 billion-plus quarter on August 4, and the market noticed immediately. Shares spiked as much as 12.8% the next day on August 5 before settling to a 4.7% gain by midday. Revenue reached $3.036 billion, up 37.7% from a year earlier and 12.1% above the first quarter, while non-GAAP […]
In early August 2026, Advanced Micro Devices reported second-quarter 2026 results showing higher sales and net income versus a year earlier, while also issuing revenue guidance for the third quarter and unveiling AMD Instinct Coder, a turnkey enterprise AI inference solution built with Spectro Cloud and Supermicro on Instinct MI325X GPUs. Together with its planned acquisition of AI inference startup Taalas and large-scale data center capacity partnership with Core Scientific, AMD is...
Chevron (NYSE:CVX) has agreed a 20 year Project Kilby partnership with Microsoft to supply natural gas fired power for AI data centers. The deal positions Chevron as a long term energy provider to AI hyperscalers, combining gas supply, carbon capture and renewable integration. Project Kilby reflects a shift in how energy is monetized as data center power demand grows with wider AI adoption. For investors watching how AI is reshaping demand for power, connectivity and hardware, this Chevron...
Archer stock jumped on Monday after the air taxi maker agreed to buy three of Boeing's aerospace subsidiaries, handing the planemaker an equity stake in return rather than cash.
During the August 6 episode of CNBC’s Mad Money, Jim Cramer pointed to a growing sector rotation as portfolio managers look for innovation outside the mega-cap technology space. He said: Finally, tech had such a run that portfolio managers want exposure to other sectors of the market that still have innovation. Think of them as […]
Most families with leftover 529 money face a painful choice between a tax penalty and a missed opportunity, but a little-known SECURE 2.0 provision opens a third path that almost nobody in the personal finance community talks about.
Shares of Red Cat Holdings (NASDAQ:RCAT) are extending a sharp post-earnings rebound, rising 6.84% in Monday trading to $9.84. That builds on a 22.31% gain over the past week, a run that started from a $7.53 base on July 31. The question worth asking: is the entire drone group moving, or is this RCAT alone? ... Red Cat Holdings (RCAT) Stock Is Jumping Today: What’s Moving Drone Stocks?
Expensive stocks often command premium valuations because the market thinks their business models are exceptional. However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.
Wood is a huge fan of these industry leaders.
Weary bulls have a bull call spread as one option on the State Street SPDR S&P 500 exchange traded fund.
For much of the last two years, Apple (AAPL) has been attempting to convince investors that artificial intelligence will be the next big motivation for people to update their gadgets. But one of its most recent efforts in AI is not aimed against Silicon Valley or even the U.S. It’s happening in ...
Twilio stock is at levels last seen in January 2022. Twilio, Acadian Asset Manager and Ternium are showing relative strength at new highs.
Amazon's recent earnings breakout is likely just beginning as AWS experiences renewed growth and AI demand soars.
Michael Burry is betting against Nebius over its massive AI infrastructure spending, but strong customer commitments and surging demand could make the short thesis harder to justify.
The stock's 6.4% yield is attractive, but it comes with risk.
Brent crude has swung from $138 to the high $60s and back again in 2026, and three U.S. oil majors are riding that chaos to gains Wall Street did not see coming. The real question is whether the move that already happened is just the warmup.
GameStop could be pulling back from its attempt to merge with eBay.
DJT shares are taking another hit while the broader market climbs, and the pile of political and regulatory pressure building against Trump Media suggests today's drop may be the least of shareholders' worries.
Plug Power is scheduled to report its Q2 earnings today after market close. But Barchart data suggests PLUG stock isn’t particularly attractive to own ahead of the second-quarter results.
On August 10, Reuters reported that Sony Group (NYSE:SONY) and Taiwan Semiconductor Manufacturing (NYSE:TSM) plan to spend around $6.3 billion on a joint venture to build next-generation microchips for image sensors. It pairs Sony’s sensor design expertise with TSMC’s manufacturing scale, and it lands while both companies already show momentum in their core businesses. The […]
Energy stocks were higher Monday afternoon, with the NYSE Energy Sector Index rising 3.4% and the St
Airbnb (NASDAQ:ABNB) shares surged 17.4% on August 7, closing at their highest price in more than four years. The move followed second-quarter 2026 results, published on August 6, that cleared expectations on nearly every line. Revenue climbed 17% year over year to $3.6 billion, gross booking value rose 16% to $27.2 billion, and adjusted EBITDA […]
The neocloud operator has been growing at a blistering pace.
By Shashwat Chauhan Aug 10 (Reuters) - Retail investors who spent weeks defending SpaceX through its post-IPO run turned net sellers on Friday, marking the first such instance since the company's
The appeals court ruled Section 230 provides a liability defense, not immunity, making Meta's appeal premature
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) is set to report second-quarter earnings after the market closes on August 26 and Bank of America thinks the chipmaker is about to do what it usually does: beat expectations and raise its outlook, only this time with an extra catalyst behind it. In a note...