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Apple (AAPL) Cancels All Glass iPhone Ahead Of CEO Transition
Simply Wall St.22d agoneutral
Apple (AAPL) Cancels All Glass iPhone Ahead Of CEO Transition

Apple (NasdaqGS:AAPL) has cancelled its planned all-glass iPhone model after production challenges with the design and manufacturing process. Management is reviewing the product roadmap and pricing mix following the cancellation, with investors watching for any changes to upcoming iPhone cycles. Apple hardware chief John Ternus is set to become CEO next month, marking a major leadership transition at a time of close scrutiny on the company’s product strategy and margins. For a broader view...

Salesforce (CRM): Do Leadership Shifts Cloud Its Positioning in Sensitive Government AI Workloads?
Simply Wall St.22d agoneutral
Salesforce (CRM): Do Leadership Shifts Cloud Its Positioning in Sensitive Government AI Workloads?

In early August 2026, Salesforce announced that President and Chief Engineering and Customer Success Officer Srini Tallapragada had stepped down, moving into a one-year Special Advisor role to support product, technology, business development, and customer transitions while his existing equity awards continue to vest. Around the same time, U.S. Army Human Resources Command chose Missionforce National Security to deploy AI agents powered by Salesforce’s IL5-authorized Agentforce platform,...

Merck (MRK) Wins FDA And EMA Review For Broader RSV Use In Children
Simply Wall St.22d agobullish
Merck (MRK) Wins FDA And EMA Review For Broader RSV Use In Children

Merck (NYSE:MRK) said the FDA and EMA have accepted supplemental applications to expand ENFLONSIA for preventing RSV in young children at elevated risk. The filings seek to broaden ENFLONSIA's indication in vulnerable pediatric groups where preventative options for RSV are limited. The dual U.S. and European regulatory milestones highlight Merck's efforts to build out its portfolio beyond oncology as attention on the future of Keytruda intensifies. For investors tracking how large drug...

The Bull Case For AT&T (T) Could Change Following Starlink’s Direct‑to‑Cellular Push Into Its Turf
Simply Wall St.22d agoneutral
The Bull Case For AT&T (T) Could Change Following Starlink’s Direct‑to‑Cellular Push Into Its Turf

In early August 2026, AT&T Inc. expanded its network capabilities with a new neutral-host distributed antenna system at Mississippi State University’s Davis Wade Stadium, launched the 5G-enabled AT&T amiGO Jr. Tab 2, completed US$1.10 billion and €1.20 billion floating-rate bond offerings, and was named in a U.S. Department of Labor ERISA exemption amendment. These moves came just as SpaceX’s Starlink announced plans to enter the direct-to-cellular market and target customers from AT&T and...

SpaceX Is Helping AST SpaceMobile Chase Its $1 Billion Revenue Goal
Benzinga22d agoneutral
SpaceX Is Helping AST SpaceMobile Chase Its $1 Billion Revenue Goal

AST SpaceMobile, Inc. (NASDAQ:ASTS) is getting closer to turning its satellite network into a commercial business, and Space Exploration Technologies Corp. (NASDAQ:SPCX) is helping put the pieces in orbit. SpaceX has now launched six of AST SpaceMobile’s BlueBird satellites this year, including BlueBirds 8–10 in June and BlueBirds 11–13 on Aug. 5. The latest Falcon 9 mission brought AST SpaceMobile’s total BlueBird count in orbit to 13. For AST SpaceMobile, those launches are part of a much bigg

NVIDIA Corporation (NVDA) and Naver: A $1 Billion AI Bet in South Korea
Insider Monkey22d agoneutral
NVIDIA Corporation (NVDA) and Naver: A $1 Billion AI Bet in South Korea

NVIDIA Corporation (NASDAQ:NVDA) will invest about $1.01 billion in South Korean internet company Naver to help finance an AI data center, taking a 4.5% stake in Naver once the deal closes. Nvidia, Naver, and U.S. private equity firm Brookfield are also in talks for Brookfield to provide up to $9 billion in additional funding for […]

Sea Limited and Shopify Both Soar After Earings. Is E-Commerce Set a Massive Rebound?
24/7 Wall St.22d agobullish
Sea Limited and Shopify Both Soar After Earings. Is E-Commerce Set a Massive Rebound?

Shares of Sea Limited (NYSE:SE) are up 13.81% at midday Tuesday, trading near $130.65, after fresh quarterly results reignited investor enthusiasm for the Southeast Asia e-commerce, fintech, and gaming platform. The rally comes on top of a 3.28% gain over the prior week and pulls the stock well off its 10.01% year-to-date decline. Segment Strength ... Sea Limited and Shopify Both Soar After Earings. Is E-Commerce Set a Massive Rebound?

Jim Cramer Highlights Arista Networks (ANET) Following Q2 Beat and 50% Rally
Insider Monkey22d agobullish
Jim Cramer Highlights Arista Networks (ANET) Following Q2 Beat and 50% Rally

Arista Networks, Inc. (NYSE:ANET) posted $3.04 billion in total sales for Q2 2026, which represents a 37.7% year-over-year increase and beat Wall Street consensus estimates by $210 million. Non-GAAP earnings per share came in at $1.02, topping expectations by $0.13. The top-line expansion pulled the stock out of a mid-summer consolidation phase as hyperscalers accelerated […]

Wells Fargo (WFC) Bets On Blockchain, But Can The Rally Continue?
Insider Monkey22d agobullish
Wells Fargo (WFC) Bets On Blockchain, But Can The Rally Continue?

Wells Fargo (NYSE:WFC) just told its biggest clients they can move money on a Sunday. On August 4, the bank announced tokenized deposits, a blockchain-based version of commercial bank money that lets corporate and commercial clients settle funds 24/7/365 without ever leaving the insured banking system. It’s a quiet but telling move from a bank […]

TWLO Q2 Deep Dive: AI Adoption and Platform Expansion Drive Revenue Acceleration
StockStory22d agoneutral
TWLO Q2 Deep Dive: AI Adoption and Platform Expansion Drive Revenue Acceleration

Customer engagement platform Twilio (NYSE:TWLO) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 22% year on year to $1.50 billion. On top of that, next quarter’s revenue guidance ($1.51 billion at the midpoint) was surprisingly good and 3.2% above what analysts were expecting. Its non-GAAP profit of $1.47 per share was 11.1% above analysts’ consensus estimates.

Dividend Stocks That Are Paying Investors Cash
24/7 Wall St.22d agoneutral
Dividend Stocks That Are Paying Investors Cash

Three household names are days away from their ex-dividend dates, and missing the cutoff by even one session means that specific cash payment goes to someone else. The clock is running on MSFT, AMGN, and MAR.

Robinhood (HOOD)’s Growth Story: Can Diversification Offset Market Volatility?
Insider Monkey22d agoneutral
Robinhood (HOOD)’s Growth Story: Can Diversification Offset Market Volatility?

Robinhood Markets, Inc. (NASDAQ:HOOD)’s push to become a diversified financial-services platform received a boost after the company delivered second-quarter results that affirmed underlying growth. Continued momentum across the product lineup and resilience in a volatile market reinforced the growth trajectory. Robinhood Financial Services Evolution The impressive results come as the company increasingly reduces reliance on […]