GuruFocus.com25d agoneutral
Michael Burry Sends Fresh Warning For Palantir Stock FansMichael Burry Sends Fresh Challenge to Palantir Bulls With 2027 Puts
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24/7 Wall St.25d agoneutral
Apple Already Increased the Price of iPhones Up to $300. Their Price Hikes Might Be Just Starting.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.
Zacks25d agoneutral
VST Q2 Earnings Call Balances Data Center Growth With ERCOT SoftnessVistra's Q2 call keeps 2026 guidance intact as data center demand supports long-term growth, while softer ERCOT pricing clouds its 2027 outlook.
GuruFocus.com25d agoneutral
HPE Stock Falls 2.9% as AI Upgrade Rally UnravelsThe reversal shows that investors still question whether extraordinary server and networking growth can support HPE's elevated expectations.
Zacks25d agoneutral
OSPN or DOCN: Which Is the Better Value Stock Right Now?OSPN vs. DOCN: Which Stock Is the Better Value Option?
Zacks25d agoneutral
ATMU or RACE: Which Is the Better Value Stock Right Now?ATMU vs. RACE: Which Stock Is the Better Value Option?
Zacks25d agobullish
KDP vs. MNST: Which Stock Should Value Investors Buy Now?KDP vs. MNST: Which Stock Is the Better Value Option?
Zacks25d agoneutral
GD vs. GE: Which Stock Is the Better Value Option?GD vs. GE: Which Stock Is the Better Value Option?
GuruFocus.com25d agobearish
Sandisk Stock Rises as $1,600 Target Reframes AI SelloffArgus argued that the recent correction created a more attractive entry valuation during a powerful memory-industry growth cycle.
MT Newswires25d agobearish
Sneaker maker On Tempers 2026 Sales Growth Outlook as Second-Quarter Top-Line Misses ViewsOn Holding (ONON) tempered its full-year constant-currency sales growth outlook on Tuesday as the Sw
MT Newswires25d agoneutral
Okta Fiscal Q2 Revenue Could Top Guidance as Sales Execution Improves, Oppenheimer SaysOkta (OKTA) could deliver about 2 percentage points of upside to the midpoint of its fiscal Q2 2027
Reuters Videos25d agoneutralVIDEO
Should AI be open source?<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>
Blockspace25d agobearish
DA Davidson cuts Nebius target 30% as Vineland delays threaten 2026 guidanceA 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…
Motley Fool25d agoneutral
Is Rule Breaker ASML the Snap Cola King Right Now?Use this test to identify a top dog and first-mover in an important, emerging industry.
24/7 Wall St.25d agobullish
Archer Aviation Zooms 11% Higher as Boeing Deal Rally Extends on Earnings-Call Details; Joby, EHang Lag BehindArcher 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.
Proactive25d agobullish
Hims & Hers Q2 revenue beat offset by wider-than-expected lossHims & 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...
Zacks25d agoneutral
Will Ulta Beauty's Omnichannel Edge Help Sustain Business Growth?ULTA is strengthening its omnichannel strategy through digital growth, loyalty, AI and social commerce to drive customer engagement.
Investing.com25d agoneutral
Trump lifts TikTok ban on federal devices after ownership transferInvesting.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.
Proactive25d agobearish
CoreWeave earnings: Jefferies eying founder selling, not profit, as the next catalystCoreWeave 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...
Benzinga25d agoneutral
Elon Musk Says AI Agents Will Dwarf Human Internet Traffic, But Michael Burry Asks, ‘Who Will Pay’ for AI Agents to Socialize?Tesla Inc. and Space Exploration Technologies Corp. CEO Elon Musk says AI agents could eventually generate vastly more internet traffic than humans, but investor Michael Burry has some questions. Elon Musk Backs AI Traffic Explosion On Sunday, Musk highlighted Cloudflare...
24/7 Wall St.25d agoneutral
Prediction: SOFI’s Next Chapter Could Be Its Most Important YetSoFi just posted record loan originations and a 61% jump in net income, yet its stock sits down 30% for the year. Something has to give, and figuring out which side breaks first could be worth 65 cents on every dollar invested.
Reuters25d agoneutral
AI startup Manus to resume independent operations as deal with Meta unwindsAI startup Manus said on Tuesday it will resume operating as an independent company and some user data will be deleted as part of its separation from U.S. tech giant Meta. • "As part of our transition back to independent operations and to comply with regulatory requirements in specific jurisdictions, data generated by certain users on/after December 29, 2025" will be deleted later this month, Manus said in a statement. • Affected users will be notified through the Manus app and by email and will be able to back up their data, the company said.
Blockspace25d agoneutral
Meta backs Texas data center standards but leaves infrastructure commitment unpricedThe company pledged to cover its facilities’ energy, water and grid costs as Texas audits a 474 GW interconnection pipeline. Meta disclosed no spending amount, capacity or timetable.
Zacks25d agobullish
Is Rigetti Stock a Buy or Hold After Its Q2 Earnings Report?RGTI's Q2 revenues surge 185% as QPU sales and technology gains boost momentum, but heavy losses and uneven demand keep caution in focus.
TechCrunch25d agoneutral
Rivian CEO RJ Scaringe is betting on EVs, robots, and autonomy all at once — he’ll explain why at Disrupt 2026Rivian's CEO RJ Scaringe is speaking at TechCrunch Disrupt 2026 to detail his journey, and the lessons it’s bestowed.
24/7 Wall St.25d agoneutral
A Red-Hot Robotics IPO Is 8,000 Times Oversubscribed. SpaceX Drew 4X Demand.Investor demand for humanoid robots just shattered records that SpaceX, Snowflake, and Facebook never came close to touching. Here are the five publicly traded robotics stocks best positioned to capture that fever before it cools.
Motley Fool25d agobullish
The S&P 500 Is at Record Highs and Hasn't Been This Expensive in Decades. History Says This Could Happen NextThe broad index is now far more expensive than it was before its most recent crash in 2022.
Stocktwits25d agoneutral
Citi Says Hims & Hers’ Full-Year Outlook Indicates ‘Hefty’ Q4 Earnings Lift, Warns Of Execution RisksHims & Hers Health raised its 2026 revenue outlook to between $3.1 billion and $3.3 billion from its earlier guidance between $2.8 billion and $3 billion.