Actualités

Google’s Pixel 11 puts Gemini at the heart of its smartphone strategy as Alphabet looks to expand AI adoption and challenge Apple’s ecosystem.

Exxon's enormous cash generation gives it direct financial leverage to oil prices rising on renewed fears surrounding the Strait of Hormuz.

Siebel exercised vested options at $3.90 per share and liquidated them immediately at $10.51, reducing direct holdings to 722,000 shares while retaining 8.6 million shares indirectly.

A stronger demand signal hides a tougher long-term question

A Maryland court on Friday struck down a 2021 law that imposed taxes on digital ad sales and ordered the state to provide refunds to Google, Peacock and Apple, which challenged the statute.

One major source of demand has barely returned

Flight delays, interminable waits on the tarmac—Booking.com CEO Glenn Fogel knows all about travel frustrations firsthand: “You can’t believe you even bothered.” Booking.com and sister brands like Priceline, Kayak and OpenTable are pouring hundreds of millions into AI tools to smooth out travel hiccups. “When we start doing that,” says Fogel, who also helms parent company Booking Holdings, “that’s when I’ll feel OK, now we really are a good AI travel agent on your phone and in your pocket.”

Vanguard swapped the benchmark powering one of the most popular growth ETFs on the market, and most holders never saw it coming. What looks like a paperwork formality could quietly reshape which companies sit inside your portfolio over time.

Solar now accounts for roughly half of every new megawatt added to the U.S. grid, yet one major solar ETF still trades like the pipeline data never happened. A single pending government decision could either shatter that disconnect or validate the market's skepticism entirely.

Data-center guarantees could matter if AI economics weaken.

In early August 2026, Axon Enterprise reported second-quarter 2026 results showing revenue rising to US$904.39 million from US$668.54 million a year earlier, while quarterly net income eased to US$29.43 million from US$36.12 million and diluted EPS from continuing operations moved to US$0.36 from US$0.44. Alongside this, Axon raised its full-year 2026 revenue growth guidance to a range of 32% to 34%, citing support from US$15.10 billion in future contracted bookings and strong demand across...

The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However, these companies often come with higher volatility and risk, as their smaller size makes them more vulnerable to economic downturns.

In recent days, Informative Research announced it joined Fair Isaac’s FICO Mortgage Direct License Program while Alogram Inc. made its fraud intelligence suite available through FICO Marketplace, broadening access to FICO Scores and AI-driven decisioning tools for lenders and enterprises. Together, these moves expand the reach of FICO’s platform and mortgage ecosystem, potentially deepening client integration by embedding FICO-powered scoring and fraud insights more directly into lending...

In the past week, Nebius Group reported second-quarter 2026 results showing revenue of US$582.3 million, with its AI cloud business driving very large year-on-year growth through four AI infrastructure contracts each exceeding US$1 billion in total value and a higher contracted power target of 5 gigawatts. Alongside this earnings release, Nebius’s deepening relationship with NVIDIA and rapid UK data center expansion, including new capacity at Vantage’s CWL1 campus in South Wales, underline...

The AI leadership battle just changed direction again

Dell Technologies stock could have more room to run—even after this year’s meteoric rise—as artificial intelligence hardware demand remains resilient. Wells Fargo analyst Aaron Rakers raised his price target on Dell to $545 from $505 on Friday, which implies a 10% increase from the stock’s last closing price of $494.51. Dell’s “server results and outlook present continued upside,” Rakers wrote in a research note.

Revenue growth is accelerating despite a steep multiple.

Two AI chip giants moved in opposite directions Friday as Wall Street put a massive dollar figure on a financing structure that Broadcom and Nvidia both use, raising questions about which companies benefit from AI's debt-fueled buildout and which carry the hidden risk.

Target's 48% rally flips a decade-old gap.

Nvidia (NVDA) is likely to post strong fiscal second-quarter results and issue an upbeat sales outlo

HawkEye 360 just had a fabulous Q2 -- but its stock costs too much, so it's going down today.

MercadoLibre has grown revenue every quarter for two years, while Airbnb swings wildly with the seasons — a stark contrast in consistency that reshapes how investors should compare them.

Coinbase CEO Brian Armstrong thinks a rogue AI moment may be coming, and he is surprisingly calm about it. In a post on X, Armstrong said he would not be surprised if an AI model “goes rogue on the internet” within the next year or two, drawing a direct parallel to the Morris Worm that hit computer ...

Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has seen solid stock price performance over the last six months as its gain of 46.5% has outpaced the S&P 500’s 13.5% return.

Five dividend payments are closing their collection windows across August, and for three of them the deadline already passed this morning. Here is what income investors still have time to act on before the next ex-dates expire.

Don't let sudden moves set you back because of impatience.

Ford Motor Co. is reportedly preparing to move production of some Lincoln models from China to the U.S. beginning in 2030, as high Trump tariffs and tighter restrictions on Chinese vehicle technology reshape the automaker’s production strategy. Lincoln Nautilus Attracts...

Lucid has bounced nearly 40% off its June lows on a wave of catalysts, from a new CEO to a major robotaxi partnership, and traders are now asking whether a full double is still on the table or already out of reach.

The Trump administration’s new drone tariffs show how its trade strategy is shifting toward targeted duties, stricter rules of origin, and tougher enforcement.

U.S. insurers, money managers, and banks are expected to form the core investor base for the deal, which Nvidia announced earlier this week