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Wall Street Says AMD's Taalas Deal Won't Close Nvidia's AI Gap

Sterling Infrastructure (STRL) could produce exceptional returns because of its solid growth attributes.

RBC Bearings (RBC) possesses solid growth attributes, which could help it handily outperform the market.

Arista Networks (ANET) is well positioned to outperform the market, as it exhibits above-average growth in financials.

TAP beats Q2 estimates as pricing and cost savings offset weaker volumes, while management reaffirms its 2026 outlook.

The SaaS-pocalypse isn't panning out as expected.

Take-Two maintained its $8 billion-plus bookings forecast ahead of the scheduled November launch of Grand Theft Auto VI.

Microchip Technology stock jumped after the chipmaker delivered a beat-and-raise earnings report. MCHP stock drove the SOX index higher.

The billionaire founder of Rockstar Energy, Russ Savage, called for a leadership overhaul at Celsius.

Higher Darzalex and Kesimpta royalties supported a $195 million increase in Genmab's annual revenue-guidance midpoint.

Applied Optoelectronics reports solid earnings, giving a boost to investors who hope it can be more than a meme stock.

MNST's Q2 sales surge as energy drinks and international markets power growth, while margins improve despite rising costs.

Astec lowers 2026 EBITDA outlook as asphalt order delays pressure shipment timing, while Materials Solutions demand and cash flow provide support.

Taalas technology will join AMD's AI roadmap.

Serve Robotics' Q2 loss widens as costs surge and revenues miss estimates, prompting a 14.1% after-hours drop and a cut to 2026 sales guidance.

ASYS' AI-driven growth, margin gains and strong backlog support momentum, but weak SFS demand and a premium valuation warrant caution.

MSI pairs double-digit growth and record backlog with a premium valuation, raising the stakes for sustained earnings execution.

Microsoft remains free-cash-flow positive.

New management sacrificed near-term shareholder distributions to fund a turnaround after U.S. sales and profit deteriorated.

BTQ Technologies has completed the first milestone in a multi-year effort to build chips that can protect data against future quantum computers, the company said on August 7. BTQ Technologies (Nasdaq: BTQ) is a company developing security technology for what it calls the quantum era. Its partner, ...

Doximity raises fiscal 2027 revenue guidance as AI adoption and pharma demand fuel growth, even as higher AI investments pressure margins.

Replimune secures FDA approval for Tudriqev on its third attempt, making it the company’s first product on the market.

Tech Powers S&P 500 to New High While Dow Stumbles After Jobs Data

Shares of this infrastructure stalwart set a new 52-week high-water mark today.

The S&P 500 and Dow Jones hit highs while the Nasdaq raced above key levels as oil prices and yields fell. Palantir, Cloudflare and SpaceX were big movers amid earings.

Elon Musk is turning to off-grid power to power his AI ambitions; he's not alone.

If chips are being swapped out every two years, the depreciation math looks a bit rough.

A Texas judge dismissed claims that the drugmakers illegally blocked access to compounded weight-loss drugs.

The stock is rebounding after its first major share unlock, but another expiration is already approaching.

ASTE's cheap valuation, rising backlog and aftermarket strength offer a mixed picture as earnings pressure and execution risks weigh.