Actualités

More than 900 million SpaceX shares became eligible for sale on August 6. At midday prices, that tranche was worth around $101 billion. Investors had spent weeks bracing for the unlock, watching the stock slide in anticipation. The selloff they feared never came. SpaceX (SPCX) rose nearly 3% on ...

Airbnb shares jumped 17.43% to a four-year high after second-quarter revenue rose 16.5% to $3.61 billion and the company raised its full-year 2026 revenue growth outlook to at least mid-teens.

Banks financing the AI infrastructure boom are now weighing local public opposition alongside permits and costs.

Although the revenue and EPS for Vistra (VST) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Nvidia reached a deal with some of Wall Street’s largest firms to help raise $500 billion to fund the AI infrastructure build-out. Apollo Global Management Blackstone BlackRock Brookfield Asset Management Goldman Sachs and KKR agreed to help Nvidia assemble financing in a deal that could be announced as soon as Monday, people familiar with the matter said. Spending commitments on data centers and other AI infrastructure have reached eye-popping levels, and Wall Street’s banks and investment firms have been rushing to finance the boom in increasingly creative ways.

Cloudflare’s revenue growth accelerated to 36% as AI-driven traffic and large customer additions strengthened its latest quarter.

Oracle is putting a far larger share of revenue into building capacity than at any point in its fourteen-year record, and free cash flow has gone from about a third of revenue to negative.

Netflix wrapped up its 2026 U.S. Upfront negotiations after nearly doubling its advertising commitments across major agency partners.

The retailer is rolling in 2026, and Wall Street pros are going along for the ride.

Strategy sold $109M in Bitcoin last week, using the proceeds to buy back STRC while leaving its separate USD Reserve capacity untouched.

Analysts at BTIG said AI agents have fundamentally changed the threat landscape, lifting price targets on both cybersecurity companies

Unusual Machines just posted revenue that obliterated Wall Street estimates, yet the EPS miss and a massive stock compensation charge tell a messier story beneath the headline. With the entire drone sector surging in lockstep, figuring out whether UMAC deserves its momentum or is simply riding a policy wave matters now.

Bloom Energy (NYSE:BE) just added another name to its growing list of AI infrastructure customers. On August 6, the company announced an expanded partnership with MiTAC Computing Technology Corp., a subsidiary of MiTAC Holdings Corporation, to deploy a fuel cell microgrid at MiTAC’s AI server manufacturing campus in Fremont, California. It is a small deal […]

Apple is reportedly testing CXMT memory chips for iPhones and MacBooks sold in China but needs White House approval under U.S. restrictions.

Two stalled franchises forced the guidance cut, and they sit outside the three quarters of revenue management still expects to grow at its long-run pace, with the shares now near the bottom of their decade on sales.

The stock chart is signaling a big, positive shift in investor sentiment. New CEO Abel made several bold moves in Q2.

Roundhill's new photonics ETF grabbed attention with a massive opening day, but underneath the excitement sits a 12-stock portfolio where a single earnings call or insider sale can move the entire fund.

The $10-50 price range often includes mid-sized businesses with proven track records and plenty of growth runway ahead. They also usually carry less risk than penny stocks, though they’re not immune to volatility as many lack the scale advantages of their larger peers.

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...

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.

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.