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Chasing NVIDIA? Western Digital May Be the Smarter AI Bet

With the rise of artificial intelligence (AI), NVIDIA Corporation NVDA has emerged as a prime beneficiary, with its shares soaring and helping the company surpass a $5-trillion market capitalization. The rally has been fueled by incessant demand for NVIDIA's advanced chips and CUDA software …

XNDU Stock Quote Price and Forecast

Amazon.com, Inc. (AMZN) vs. Apple Inc. (AAPL): Hedge Funds Favor One over the Other

Amazon.com, Inc. (NASDAQ:AMZN) and Apple Inc. (NASDAQ:AAPL) both beat Wall Street's revenue estimates this week, but investors could not have reacted more differently. Amazon's stock surged as much as 15%, while Apple's fell more than 7%, on the very same earnings day. Why One …

Archer Aviation: Ready for Takeoff?

Archer Aviation Company Overview Zacks Rank #2 (Buy) company Archer Aviation (ACHR) is a leading developer of advanced aviation technologies with a focus on electric vertical takeoff and landing (eVTOL). Midnight, its lead platform, is an eVTOL aircraft designed for air-taxi operations and related …

Microsoft Emerges as Mizuho's Top Software Pick on AI Growth

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) has emerged as Mizuho's preferred software stock through year-end, with analyst Jordan Klein seeing room for Azure growth to accelerate as the company brings more computing capacity online, according to a research note. Klein's case rests …

Does NVIDIA's $500B AI Push Open a New Opportunity for Financial ETFs?

Nvidia NVDA announced on Monday that it had entered into memorandums of understanding with Apollo Global Management APO, BlackRock BLK, Blackstone BX, Brookfield BAM, Goldman Sachs GS and KKR KKR to establish financing platforms aimed at supporting its customers, as quoted on CNBC. The …

Apple Pay chief Jennifer Bailey to retire in October - report

Investing.com -- Apple Inc. will lose Jennifer Bailey, the executive who has led its Pay and Wallet services since 2014, when she retires in October after more than 20 years with the company, Bloomberg reported on Tuesday. Services chief Eddy Cue reportedly shared news …

Nvidia Makes Another Bold Move Beyond AI Chips

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is pushing deeper into the AI-model layer with the launch of Nemotron 3.5 Lightning and development of a much larger Nemotron 4 model, a strategy designed to expand open-source AI adoption and ultimately drive more demand …

Inside IBM’s $240 Million AI Bet to Build Out Its Cloud Capabilities

IBM and Together AI are building a cluster on IBM’s cloud that will power the start-up’s open-source model inference. Continue Reading

Shopify Finds New Way to Cash In on AI

This article first appeared on GuruFocus. Shopify (NASDAQ:SHOP) is finding a different way to monetize artificial intelligence: instead of charging merchants directly for AI tools, it is using AI to drive more commerce through its platform and collecting a larger share of transaction revenue. …

Hyro Named No. 677 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America's Fastest-Growing Private Companies

Company Recognized for Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses NEW YORK, Aug. 11, 2026 /PRNewswire/ -- Hyro, the leading Agentic Care Communications platform, today announced it has been ranked No. 677 on the 2026 Inc. 5000 list, …

OpenAI's $7 Billion Sale Fuels IPO Buzz

This article first appeared on GuruFocus. Microsoft-backed (NASDAQ:MSFT) OpenAI has completed a roughly $7 billion tender offer allowing current and former employees to cash out shares while the ChatGPT maker remains private, giving the company more flexibility over the timing of a potentially blockbuster …

Micron, SpaceX, Rocket Lab, Fermi, AppLovin, and More Stocks That Explain Today’s Market

The latest consumer price index numbers come out Wednesday. Micron Technology dropped 0.8% to $854.05. The stock has declined 12% over the past month and well short of its peak of more than $1,200 reached in late June on concerns about the sustainability of …

Apple (AAPL) Cancels All Glass iPhone Ahead Of CEO Transition

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. 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 …

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 …

AI computing power is becoming a tradable asset class as CME launches futures contracts

Computing power is emerging as a new tradable asset class, with CME Group set to launch the first futures contracts tied to the cost of running the chips that power artificial intelligence. The exchange is partnering with Silicon Data to introduce two compute futures …

AI lending rules loosened despite bubble fears

AI data centres will be exempt from strict financial crisis-era lending rules despite fears regarding the sector's debt-fuelled spending. The US Securities and Exchange Commission (SEC) has loosened rules for some data centre owners to issue so-called "asset-backed securities" (ABS), a complex type of …

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 …

VulnCheck Ranks No. 478 on the 2026 Inc. 5000 List of America’s Fastest-Growing Private Companies

717% Three-Year Revenue Growth Places VulnCheck in the Top 10% Overall and Among the Top 10 Cybersecurity Companies LEXINGTON, Mass., August 11, 2026--(BUSINESS WIRE)--VulnCheck, The Exploit Intelligence Company, today announced that it ranked No. 478 on the 2026 Inc. 5000 list, the annual list …

Is Broadcom’s (AVGO) Next Big Bet Hidden in Plain Sight?

On August 4, Broadcom (NASDAQ:AVGO) said its software business had joined NVIDIA (NASDAQ:NVDA) and other industry partners as a founding member of the Open Secure AI Alliance, an effort to build open, collaborative defenses against AI-driven cyberattacks. It is a modest headline next to …

Nvidia Is Building a Bigger Open-Source AI Bet

This article first appeared on GuruFocus. Nvidia Corp. (NVDA, Financials), the dominant maker of artificial intelligence chips, is expanding its push into open AI models as it looks for another way to increase demand for its hardware. Warning! GuruFocus has detected 4 Warning Signs …

Atlassian and Doximity Just Surged 30% After Earnings: 3 Software Stocks with the Same Setup

It's a great feeling when a stock you own absolutely skyrockets higher after reporting earnings. Two software-as-a-service (SaaS) stocks, Atlassian (NASDAQ: TEAM) and Doximity (NYSE: DOCS), gave their investors something to cheer about when both companies' share prices skyrocketed more than 30% this past …

Apple Executive in Charge of Pay and Wallet Services Is Leaving

(Bloomberg) -- Apple Inc.'s Jennifer Bailey, the longtime head of Pay and Wallet services, is retiring after more than two decades at the company, adding to a sweeping changing of the guard at the iPhone maker. Most Read from Bloomberg Five Takeaways From Zuckerberg's …

Why Bloom Energy Stock Crashed in July

Shares of Bloom Energy (NYSE: BE) soared 248% in the first half of 2026, hitting a 52-week high of $351.28 on June 25 as the fuel cell maker rode a wave of artificial intelligence (AI) data center demand for on-site power, landed marquee deals …

Rocket Lab Falls 7% as Neutron Launch Window Narrows

This article first appeared on GuruFocus. Rocket Lab Corp. (RKLB, Financials), the space launch and satellite company, fell about 7% in extended trading after management signaled that the first flight of its Neutron rocket could slip beyond 2026. Warning! GuruFocus has detected 4 Warning …

Update: Equities Fall, Oil Advances as Hope Dims for Hormuz Reopening

Stocks_Chart market equity trading wall street -Shutterstock (Updates with latest market prices and developments.)US benchmark equity indexes fell intraday and oil prices extended their rally amid growing uncertainty around the reopening of the Strait of Hormuz.The Nasdaq Composite was down 0.6% at 26,436.2 after …

Wedbush Flags Surprise AMD Catalyst From Anthropic

This article first appeared on GuruFocus. AMD Gets Fresh AI Demand Signal From Anthropic Data Center Deal Advanced Micro Devices (NASDAQ:AMD) is getting another potentially important signal that its Anthropic partnership could translate into substantial real-world AI infrastructure demand. Wedbush says Anthropic's reported 191-megawatt …

General Catalyst leads $1.1B round into 2-month-old River AI

River AI, an AI startup founded by xAI co-founder Igor Babuschkin, has secured $1.1 billion in funding in a seed/Series A round led by General Catalyst and AMP PBC, with participation from Nvidia, AMD Ventures, Y Combinator, and Temasek. (AMP PBC is an AI-focused …

Marvell Could Be Next Winner in Microsoft AI Bet

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is reportedly preparing to unveil its next-generation Maia 300 AI accelerator, a move Wedbush says could create a meaningful new opportunity for Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). The key issue for investors is …

Sector Update: Tech Stocks Mixed Tuesday Afternoon

Tech stocks were mixed Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already …

Deutsche Telekom (XTRA:DTE) Stock Looks Reasonable On Earnings Yet Stretched After A 79% Run

She Spent $200 to Start a Side Hustle From Her Closet While Working at NASA. It Now Outearns Her Six-Figure Salary

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Many people dream about finding a second source of income that could one day match their regular paycheck. For one NASA engineer, that journey began with just …

Cardinal Infrastructure Group Inc. Class A Common Stock Q2 2026 Earnings Call Summary

Cardinal Infrastructure Group Inc. Class A Common Stock Q2 2026 Earnings Call Summary - Moby Strategic Execution and Performance Attribution Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why …

QumulusAI (QMLS) Signs Nvidia DRW Blackwell Deal: Can Contract Momentum Translate Into Revenue?

On August 11, QumulusAI (NASDAQ:QMLS), a neocloud infrastructure provider, signed a GPU-as-a-Service agreement with DRW, a diversified global trading firm, to supply a dedicated Nvidia Blackwell B300 cluster. The capacity will be served from QumulusAI's U.S. data center footprint, carrying an initial one-year term …

BioHarvest Sciences Inc. Common Stock Q2 2026 Earnings Call Summary

BioHarvest Sciences Inc. Common Stock Q2 2026 Earnings Call Summary - Moby Strategic Shift and Operational Performance Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 …

Why ASML Holding Stock Rallied Tuesday Morning

Shares of ASML Holding (NASDAQ: ASML) charged sharply higher on Tuesday, jumping as much as 5%. As of 12:54 p.m. ET, the stock was still up 3.2%. The catalyst that sent the chipmaking equipment provider higher was robust sales from one of the company's …