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Anthropic is establishing its first dedicated European AI compute footprint, marking a significant geographic expansion in the race for sovereign-grade processing power. The company has reportedly entered into a six-year, $10 billion compute capacity agreement centered on a 133 MW data center in Norway. This deployment, operated by Bitdeer Technologies Group at its Tydal campus […]

Trump’s price-cutting campaign is forcing retailers to balance political pressure with rising costs, supplier pressures and margin protection.

The memory specialist is priced as if the boom ends imminently. The industry's own construction schedules point years further out.

In early August 2026, The Timken Company reported second-quarter results showing higher sales but lower earnings, reaffirmed and raised its full-year 2026 outlook, completed a US$47.97 million share buyback tranche, and declared a US$0.36 quarterly dividend payable on August 28, 2026 to shareholders of record on August 18, 2026. Alongside these financial updates, Timken reshaped its leadership team with new executive vice president roles for a chief commercial officer and chief operating...

NVIDIA (NasdaqGS: NVDA) is committing US$3b to energy-focused firm Lancium and a further US$2b to Firmus' Project Southgate to support AI data center infrastructure. The combined US$5b investment extends NVIDIA's role from supplying chips to taking equity and project finance positions in large scale AI compute projects. These projects are aimed at the foundational infrastructure layer that powers AI data centers and the wider AI factory ecosystem. NVIDIA is only one of several companies...

U. S. stock futures were mixed but generally positive on Monday as investors weighed diminishing prospects for a rapid resolution to the Iran conflict against expectations for important U.

History actually offers two clear answers about whether to invest in the S&P 500 now.

Take-Two Interactive (TTWO) just got a demand signal that most companies would rush to celebrate. Instead, management slammed on the brakes. CEO Strauss Zelnick said pre-orders for Grand Theft Auto VI have reached levels neither Take-Two nor the broader videogame industry has seen before, Reuters ...

Casino, sports betting and entertainment operator PENN Entertainment (NASDAQ:PENN) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 5.2% year on year to $1.86 billion. Its non-GAAP profit of $0.44 per share was 66.9% above analysts’ consensus estimates.

The transaction brings the company’s total new equity raised over the past year to more than $3bn.

Stanley Black & Decker has outpaced the broader market over the past year, while Wall Street remains cautiously optimistic about the stock’s outlook.

The company built its name on microcontrollers. Its fastest-growing end market is now the data center.

Wall Street closed higher on Friday as weak jobs data for July raised hope that the Federal Reserve may hold interest rates steady for longer.

↗️ Berkshire Hathaway (BRK.B): The company said its quarterly profit more than doubled, powered by investment gains and strong results from its industrial and retail businesses. Shares ticked up in premarket trading.

Despite American Express’ underperformance relative to the S&P 500 over the past 52 weeks, Wall Street analysts remain moderately optimistic about the stock’s outlook.

Unionized CVS pharmacists in three states greenlit a strike sanction last week as they seek better staffing levels and a seat at the table on CVS’ pharmacy decisions.

TSMC kicked off the fresh quarter with strong topline growth.

Medicine and manufacturing technology provider Novanta (NASDAQ:NOVT) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 10.3% year on year to $265.8 million. On top of that, next quarter’s revenue guidance ($302 million at the midpoint) was surprisingly good and 14.9% above what analysts were expecting. Its non-GAAP profit of $0.89 per share was 7.2% above analysts’ consensus estimates.

Micron stock was rising despite news that Apple has tested memory chips from China’s ChangXin Memory Technologies.

If history rhymes once again, we could be talking about the Nasdaq topping 34,000 in August 2027.

Retail sentiment on Stocktwits was split, with traders ‘bullish’ on SPY and ‘bearish’ on QQQ.

The brand is trying to find ways to improve the daypart, which now represents roughly 5% of sales compared to 8% in Q2 2020, as part of a broader menu review.

Apple (AAPL) has been testing memory chips from China's CXMT for use in iPhones, MacBooks and other

Retail traders appear to be more interested in RKLB. RKLB’s watcher count increased 16% over three months and 56% over a year, versus 12% and 47% for ASTS.

Barrick Mining stock has delivered a very strong 191.3% return over the past 3 years, yet its valuation signals are pulling in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the shares trade at a premium while market multiples look more forgiving. At the same time, the company sits on a mixed overall value score, which keeps the debate open on whether the current price of US$60.96 offers enough margin of safety. Over 3 years, Barrick Mining has...

The Morning Bull - US Market Morning Update Monday, Aug, 10 2026 US stock futures are pointing higher this morning, with the S&P 500 contracts up around 0.6%, as investors weigh softer US jobs data against falling bond yields and cooler inflation expectations. July nonfarm payrolls showed a small job loss of 23,000 and weaker wage growth, which signals a slowing job market and less pressure from pay rises. At the same time, the 10 year Treasury yield has dropped to about 4.60% and one year...

Berkshire Hathaway ended June with $364.7 billion in cash and Treasury bills, 4% less than three months earlier. The drop, driven by the $6.8 billion purchase of Taylor Morrison Home and a $10 billion investment in Alphabet, was the first for the conglomerate in four years.

Disney looks like the value play with improving fundamentals, while Netflix remains the premium-priced choice for investors who want a cleaner, more predictable streaming growth story.

The company booked 15 GW in new orders this quarter, executives said, with lead times running three years or more. It also plans to expand its transformer manufacturing capacity 50% by 2030.

Monday Earnings (a.m): Barrick Mining Earnings (p.m.): Simon Property, Rocket Lab, JBS, Hims & Hers Health, Trump Media Tuesday Economic data: NFIB small-business index for July, existing home sales Earnings: Cardinal Health, Lumentum, CoreWeave, Super Micro, On Holding, Smithfield Foods Wednesday Inflation data: Consumer price index for July, 8:30 a.