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Google shutting down a popular feature after 10 years
TheStreet22d agoneutral
Google shutting down a popular feature after 10 years

More than a year after announcing plans to phase it out, Google is finally moving ahead with a major change that will affect millions of consumers. The familiar tool has been part of people's daily routines for years, helping with everything from simple questions and reminders to controlling ...

Bank of America revamps Apple stock price target after earnings
TheStreet22d agoneutral
Bank of America revamps Apple stock price target after earnings

ChatGPT went from generating roughly $10 million a month on Apple's App Store in Jan. 2024 to more than $275 million in July 2026. Apple did not build ChatGPT. It does not train it, run it, or market it. But every time someone subscribes, Apple collects a commission. That dynamic is playing out ...

American Express (AXP) Preferred Offering Puts Its Undervalued Narrative Back In Focus
Simply Wall St.22d agoneutral
American Express (AXP) Preferred Offering Puts Its Undervalued Narrative Back In Focus

American Express (AXP) has drawn fresh attention after completing a US$1.6b fixed income offering of preferred depository shares, giving investors another lens on the company alongside its common stock performance and recent earnings commentary. See our latest analysis for American Express. Against this backdrop, American Express shares trade at US$340.91, with a 90 day share price return of 7.87% even as the year to date share price return is down 8.54%. The 5 year total shareholder return...

Does Niagen Bioscience's (NAGE) Walmart NAD+ Push Redefine Its Healthy‑Aging Brand Narrative?
Simply Wall St.22d agoneutral
Does Niagen Bioscience's (NAGE) Walmart NAD+ Push Redefine Its Healthy‑Aging Brand Narrative?

In early August 2026, Niagen Bioscience Inc. reported slightly lower quarterly sales and net income year on year, while also expanding access to its Tru Niagen® healthy‑aging NAD+ supplement via Walmart.com, initially offering 300 mg bottles in 30‑ and 90‑count formats. A new peer‑reviewed analysis in Aging Cell linked Niagen’s nicotinamide riboside supplementation to reduced muscle epigenetic age acceleration, adding scientific depth to its healthy‑aging positioning just as distribution...

Circle Internet Group (CRCL) Returns To Profit As Fair Value Doubts Linger
Simply Wall St.22d agoneutral
Circle Internet Group (CRCL) Returns To Profit As Fair Value Doubts Linger

Circle Internet Group (CRCL) just posted its second quarter 2026 results, shifting from a large loss a year ago to a profit, while also updating investors on progress with its Arc blockchain platform. See our latest analysis for Circle Internet Group. Circle Internet Group’s recent earnings swing to profit, Arc progress updates and regulatory milestones have come alongside a 1 day share price return of 5.36% and a 7 day share price return of 6.48%. However, the 1 year total shareholder return...

Karman Q2 Earnings Call Highlights
MarketBeat22d agoneutral
Karman Q2 Earnings Call Highlights

Karman (NYSE:KRMN) reported record second-quarter fiscal 2026 results, citing strong demand across missile, defense, maritime and space markets, while raising its full-year revenue and adjusted EBITDA outlook. Revenue for the quarter totaled $182 million, up 58% from a year earlier and 20% sequenti

Kodiak Gas Services Q2 Earnings Call Highlights
MarketBeat22d agoneutral
Kodiak Gas Services Q2 Earnings Call Highlights

Kodiak Gas Services (NYSE:KGS) reported record second-quarter adjusted EBITDA and raised portions of its 2026 outlook, as its contract compression business delivered higher pricing and margins and the company advanced plans to build a larger behind-the-meter power generation platform. The company r

Kyndryl Q1 Earnings Call Highlights
MarketBeat22d agoneutral
Kyndryl Q1 Earnings Call Highlights

Kyndryl (NYSE:KD) reported fiscal first-quarter revenue of $3.6 billion, down 3% from a year earlier on both a reported and constant-currency basis, while maintaining its full-year outlook as it pursues growth in consulting, hyperscaler partnerships and AI-led modernization services. For the quarte

Forkast News22d agoneutral
The Industry Builds Its Own Regulator

The Industry Builds Its Own Regulator Washington is currently occupied with the GENIUS Act, a framework that focuses on stablecoin issuers while leaving the mechanics of machine-initiated transactions largely untouched. As Congress stalls on the specifics of AI-driven finance, the private sector has begun to construct its own regulatory architecture. On August 4, 2026, the […]

Forkast News22d agoneutral
Wells Fargo Launches Tokenized Deposits on a Dual Track — and the Gap Between the Two Halves Reveals the Real Stakes

Wells Fargo announced a proprietary tokenized deposit platform on August 4, 2026, scheduled for a Fall 2026 launch for select corporate and commercial clients. The initial capability: USD-GBP cross-border payments that settle around the clock. But the standalone product is only half the story. The bank is simultaneously co-building a shared interbank network through The […]

AI’s Biggest Opportunity by 2027: NVIDIA vs. Micron
24/7 Wall St.22d agoneutral
AI’s Biggest Opportunity by 2027: NVIDIA vs. Micron

NVIDIA and Micron both just shattered expectations, but they are winning the AI race in completely different ways. Which one belongs in your portfolio heading into 2027 depends entirely on what kind of risk you are willing to carry.

McDonald's says it alienated its most loyal customers
TheStreet22d agoneutral
McDonald's says it alienated its most loyal customers

Earlier this year, I reported on McDonald’s launch of a $3 or less meal deal in an effort to win back its value status, targeting budget-conscious customers. McDonald’s new “McValue 2.0” meals included: The $4 meal deal: Consumers can order breakfast options with a McMuffin, hash browns ...

Why AeroVironment (AVAV) Is Up 25.0% After US$400 Million Army Locust Contract News
Simply Wall St.22d agoneutral
Why AeroVironment (AVAV) Is Up 25.0% After US$400 Million Army Locust Contract News

AeroVironment recently announced a reported US$400 million U.S. Army production contract for its AI-assisted Locust directed-energy counter-drone system, alongside new board appointments and upcoming director retirements that reshape its governance profile. This combination of a landmark Pentagon directed-energy contract and added board-level aerospace-and-defense finance expertise could influence AeroVironment’s growth priorities and capital allocation decisions. We’ll now examine how the...

How Duolingo’s Slower Revenue Outlook and Surging User Growth Will Impact Duolingo (DUOL) Investors
Simply Wall St.22d agoneutral
How Duolingo’s Slower Revenue Outlook and Surging User Growth Will Impact Duolingo (DUOL) Investors

In early August 2026, Duolingo reported second-quarter 2026 results showing revenue rising to US$298.45 million while net income and earnings per share declined from the prior year, and issued third-quarter 2026 guidance calling for US$302 million in revenue and full-year 2026 revenue growth of 15% to 18%. Alongside these figures, Duolingo highlighted strong growth in daily active users and paid subscribers plus AI-driven cost efficiencies, even as it signaled a slower near-term revenue...

Does Broadcom (AVGO) Now Lead The Biggest AI Infrastructure Spend Outside GPUs?
Simply Wall St.22d agoneutral
Does Broadcom (AVGO) Now Lead The Biggest AI Infrastructure Spend Outside GPUs?

Broadcom (NasdaqGS:AVGO) has become a dominant supplier for hyperscale AI clusters used by major cloud and AI providers such as Anthropic, OpenAI, and Meta. Multi-year commitments from these customers are channeling significant capital expenditure into Broadcom's AI infrastructure hardware, even as some of that spend bypasses GPU market leader Nvidia. The agreements increase Broadcom's visibility on future AI related revenue tied to large scale data center buildouts. Broadcom is one of...

NextEra Energy (NEE) Stock Could Be 11% Overvalued Despite Fresh AI Data Center News
Simply Wall St.22d agoneutral
NextEra Energy (NEE) Stock Could Be 11% Overvalued Despite Fresh AI Data Center News

NextEra Energy stock has delivered a 34.2% gain over the past three years, yet the valuation checks are sending mixed signals, with the Dividend Discount Model (DDM) suggesting the share price sits at a premium while earnings based multiples screen the stock as undervalued. This split, combined with fresh headlines around a proposed Dominion Energy merger and a large AI focused data center project, puts the current price under closer scrutiny. The 34.2% three year return points to a stock...