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Is this AI stock still buyable, or already priced for perfection?
TSMC Stock Rises as Bernstein Spots Massive CPU Opportunity
Lyft is broadening its mobility network through robotaxi partnerships, European acquisitions and partner-linked rides, while control risks remain.
Dell Technologies' AI server surge, record backlog and server refresh demand fuel growth, even as shares trade at a premium valuation.
AppLovin stock took it on the chin Tuesday after a downgrade by a BofA Securities analyst who isn’t sure whether the ad-technology platform can jump-start its revenue growth. Shares were down 5% to $322.11 and were on pace for their lowest close since May 7, 2025, according to Dow Jones Market Data. The analyst, Omar Dessouky, lowered his rating to Neutral from Buy and cut his price target to $400 from $430.
INTC's 25% revenue jump, surging data center sales and AI PC growth point to a stronger recovery, even as margin and China risks persist.
ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand
JBL's cheaper valuation, broader AI hardware exposure and stronger 2026 growth estimates give it an edge over GLW despite its bigger rally.
Michael Burry Sends Fresh Challenge to Palantir Bulls With 2027 Puts
Memory costs are already squeezing Apple hard enough that Tim Cook called it a once-in-a-century event, but the worst may still be ahead for iPhone buyers and Apple shareholders alike.
Vistra's Q2 call keeps 2026 guidance intact as data center demand supports long-term growth, while softer ERCOT pricing clouds its 2027 outlook.
The reversal shows that investors still question whether extraordinary server and networking growth can support HPE's elevated expectations.
OSPN vs. DOCN: Which Stock Is the Better Value Option?
ATMU vs. RACE: Which Stock Is the Better Value Option?
KDP vs. MNST: Which Stock Is the Better Value Option?
GD vs. GE: Which Stock Is the Better Value Option?
Argus argued that the recent correction created a more attractive entry valuation during a powerful memory-industry growth cycle.
On Holding (ONON) tempered its full-year constant-currency sales growth outlook on Tuesday as the Sw
Okta (OKTA) could deliver about 2 percentage points of upside to the midpoint of its fiscal Q2 2027
<body><p>STORY: :: Elena Casas, Business reporter</p><p>:: London, England / August 11, 2026</p><p>Meta launched a new AI model this week. The thing to know about it is that it’s open weight - that means it comes with publicly accessible core components that users can customise. Closed models are kept fully under the control of the company that made them.</p><p>:: Why this matters</p><p>:: Meta</p><p>This really matters because there is a growing divide in Silicon Valley over whether AI should be closed or open.</p><p>The development race for open-weight models is being led by China. Meta’s Mark Zuckerberg is arguing the barriers to using open-weight AI in the US should be lower so that American companies can compete better with Chinese rivals.</p><p>:: What happens when AI goes rogue?</p><p>OpenAI and Anthropic have closed AI systems. They are in control. That means that when an OpenAI model recently went rogue and attacked AI library Hugging Face, it had to use a Chinese open-weight model to defend itself.</p><p>:: More regulation? </p><p>These recent stories about OpenAI and Anthropic’s models ‘going rogue’ do help to make the case that AI needs more regulation, not less. OpenAI’s CEO Sam Altman met senators after the hack and President Trump said the administration was considering more controls for AI.</p><p>:: Archive</p><p>Meta’s Mark Zuckerberg doesn’t agree. He said ‘the idea that AI is so dangerous that the only safe path is an extreme concentration of power is inherently problematic.’</p><p>:: Power vs profits</p><p>So should we be more worried about AI models breaking out of human control, or about the cutting-edge technology being kept in the hands of a tiny handful of powerful companies?</p><p>This argument isn’t just about what the tech itself can do. It’s a struggle over power and profits in Silicon Valley.</p></body>
A site visit and local planning hearing led DA Davidson to question whether Nebius can finish its New Jersey data-center project this year, putting forecast upside and its execution record…
Use this test to identify a top dog and first-mover in an important, emerging industry.
Archer Aviation is surging for a second straight day while rivals Joby and EHang sit completely frozen, and the reason traces back to a Boeing deal detail that changes how Archer plans to fund its entire future.
Hims & Hers Health (NYSE:HIMS) delivered mixed second-quarter results, with revenue beating Wall Street expectations while its quarterly loss came in wider than analysts had forecast as the company incurred restructuring charges tied to its shift toward branded GLP-1 weight-loss...
ULTA is strengthening its omnichannel strategy through digital growth, loyalty, AI and social commerce to drive customer engagement.
Investing.com -- The Trump administration removed restrictions on TikTok use on federal government devices Monday after determining the social media app no longer presents a national security threat following the transfer of its US operations to American investors.
CoreWeave Inc (NASDAQ:CRWV) reports second-quarter earnings tonight, with Jefferies maintaining a Buy rating and $150 price target even as it flags that a major profitability inflection is still months away. CoreWeave shares have climbed roughly 45% since hyperscaler earnings reaffirmed...
