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Hut 8 (HUT) CEO Asher Genoot compares AI compute buildout to historical infrastructure booms like railroads and steel, projecting $1.75 billion in annual net operating income as new data centers come online.
These companies have different business models, but share strong AI tailwinds.
Tom Gardner talks with CEO Michael Miebach on security, stablecoins, and agentic commerce.
Oscar Health’s second quarter saw results well above Wall Street’s expectations, yet the market response was notably negative. Management credited disciplined pricing, technology-driven cost efficiencies, and strong execution in the individual health insurance market for driving year-over-year revenue and margin improvement. CEO Mark Bertolini highlighted that “disciplined pricing, differentiated consumer products and a scalable technology platform” fueled growth, with membership up 46% and admi
World of Warcraft and Star Wars are coming to a Dungeons & Dragons table near you.
On August 5, 2026, AppLovin Corporation (NASDAQ:APP) announced its second-quarter results, highlighting revenue that grew by 53% to $1.92 billion. The adjusted EBITDA rose 58% to $1.61 billion at an 84% margin, while the net income reached $1.27 billion. AppLovin also confirmed that the SEC had ended its inquiry, which was initiated in October 2025, […]
IYF has delivered stronger 5-year returns despite higher fees, while FNCL offers broader diversification.
Elon Musk, as always, has an ambitious plan for his company.
If you’re a certain age, it can impact your payments.
Figure Technology Solutions stock has fallen about 28.1% year to date, yet still screens as expensive on the broad valuation checks. That combination raises questions about whether the recent share price still builds in optimistic expectations that the fundamentals have not clearly backed up. Year to date, the share price is down 28.1%, which suggests the market has cooled on the story after earlier optimism. The investment case can benefit if Figure Technology Solutions converts its...
DraftKings stock has delivered a roughly 50% decline over the past five years, yet its current valuation checks send a mixed message rather than a clear warning or a clear bargain signal. Over five years, DraftKings has fallen about 49.7%, which means long term holders have not been rewarded so far and may now be focused on what the current price implies for the future. Investor attention is currently shaped by growth in DraftKings' Predictions product ahead of the NFL season, while...
At the recent MongoDB.local Build Fest, MongoDB announced that its intelligent data platform is now embedded directly inside leading AI developer tools, alongside a fully hosted MongoDB Atlas Managed MCP Server that links AI agents to Atlas without extra infrastructure. By combining native agent integrations with Voyage AI–powered retrieval, MongoDB is positioning its database as a core engine for AI applications that need live, operational data. We’ll now explore how embedding MongoDB...
Dell Technologies (NYSE:DELL) has been selected to provide a secure research platform for a Texas academic initiative that focuses on advanced AI and research computing. The project will use Dell Technologies AI infrastructure combined with a Zero Trust security architecture to support sensitive and regulated research environments. The engagement expands Dell Technologies presence in large scale government and academic contracts for AI focused infrastructure. Readers looking for more ways...
Three of the biggest names in logic chips closed higher on August 12, following a strong earnings report deep in the AI server supply chain. Advanced Micro Devices, Inc. (NASDAQ:AMD) up 1.8% at $483, Intel Corporation (NASDAQ:INTC) up 3.3% to $101, and NVIDIA Corporation (NASDAQ:NVDA) up 3% to $224, in a broad rally sparked not […]
Investors can say goodbye for now to the Alphabet they used to know.
Walmart (WMT) reports earnings on Aug. 20, and most of the attention will land on one figure: how much its U.S. stores sold compared with a year ago. That number matters. But Bank of America thinks investors who stop there are watching the wrong part of the business. The firm reiterated a Buy ...
While Wall Street crowds into the same AI megacaps, the real infrastructure buildout runs through specialty chip names that most desks barely touch, and three of them are quietly posting explosive growth metrics that generalist money has yet to notice.
The August earnings cycle just revealed something unusual about the three hyperscalers: their backlogs are growing faster than their revenue, and one trades at a valuation that makes the other two look expensive by comparison.
Most dividend investors chase yield and end up watching their payouts shrink or disappear. These five stocks flip that script by pairing decades of uninterrupted payments with the cash flow coverage to keep them growing.
The popular answer isn't always the correct one.
Investors are counting on a continuation of the discount retailer's nascent turnaround, and there's no room for error.
The company has been a stunning success since its 2024 market debut.
Disney stock rose 1.96% on Friday as Marvel Studios unveiled a new Avengers Doomsday trailer for December.
Artificial intelligence is pushing its recurring revenue and backlog to new records.
General Motors Co (NYSE:GM) is abandoning one of the most storied American automobile brands in the world’s largest auto market, and Ford Motor Company (NYSE:F) announced a different kind of pullback. Together, the two moves demonstrate how much American manufacturers have lost their foothold in China. Chevrolet Retires After 21 Years According to a report in […]
The world's largest corporate holder of Ether continues to buy more tokens.
Berkshire Hathaway has been an outlier.
Conventional wisdom could capsize your retirement.
Eli Lilly and Company (NYSE:LLY) cleared a notable regulatory hurdle on August 10, when Britain’s drug regulator authorized the company’s oral GLP-1 drug orforglipron, becoming the first country in Europe to approve the pill. Shares of LLY increased more than 2% in response to the announcement, a modest but insightful reaction for a company whose […]
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