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Nvidia (NVDA) Is Going Beyond GPUs in the $500 Billion AI Boom, Wells Fargo Says

NVIDIA Corporation (NASDAQ:NVDA) just partnered with six major financial institutions on a $500 billion financing push for artificial intelligence infrastructure. The chipmaker said on Monday that it has signed memorandums of understanding with Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs, and …

These stocks have some of Wall Street’s lowest short interest

[short sale] abluecup Stocks including Apple, Alphabet, Exxon Mobil, and JPMorgan are among the companies with relatively low short interest, according to a screen of stocks with market capitalizations above $2B. The screen includes stocks with short interest between 1% and 2% of shares …

Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls

Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 …

Polen International Equity adds NOK, MUFG; exits AIVAF, RNMBF among Q2 moves

Polen International Equity Strategy outperformed the MSCI ACWI ex-US Index in the second quarter of 2026, returning 21.59% gross and 21.35% net of fees, respectively, versus 14.49% for the benchmark. During the quarter, the fund initiated new positions in ASPEED Technology, Ryohin Keikaku (RYKKF …

The Crown Keeps Switching Hands: Apple Inc. (AAPL) vs NVIDIA Corporation (NVDA)

Apple Inc. (NASDAQ:AAPL) and NVIDIA Corporation (NASDAQ:NVDA) have traded the title of world's most valuable company more than once in the past two weeks. Apple first edged ahead on Friday, July 17, at $4.88 trillion versus Nvidia's roughly $4.86 trillion after Nvidia shares fell …

Forex Market Forecast – Euro, Pound, and Yen Test Support as US Yields Drift

EUR/USD Technical AnalysisEUR/USD sits at 1.1540 near the 50-period EMA, pulling back from the 1.1580 spike with the 1.1550 level as near-term resistance. Source: TradingView The Euro has bounced a bit during the early part of the trading session here on Tuesday as we …

The AI Trade Has a New Battleground and One Stock is Emerging as a Winner

Quick Read After peaking near $309 and pulling back to $208, MRVL earns a BUY rating with a $273 price target implying 31% upside. AVGO trades at a far cheaper 23x forward earnings versus MRVL's 54x, but Marvell's smaller revenue base supports faster percentage …

Orion Digital Stock Gains Bullish Traction as Wealth Growth, Fintech Expansion and Improving Sentiment Drive Green Momentum

If I Could Tell All Investors 1 Thing About the Stock Market Right Now, It's This

One of the biggest debates among stock market investors in 2026 has been: "Is there an AI bubble?" Some investors are worried that tech stock valuations are too high, that the S&P 500 index is too top-heavy with artificial intelligence (AI) stocks, and that …

Amazon's Zoox Launches Paid Robotaxi Service In Las Vegas and Says 'We Need To Be Regulated'— The Smoke Incident That Prompted a Recall Explains Why

Zoox CEO Aicha Evans backed stronger federal oversight of autonomous vehicles as the Amazon.com Inc.(NASDAQ:AMZN) subsidiary began charging passengers for driverless rides in Las Vegas, weeks after a smoke-related safety incident forced a fleetwide software recall. Zoox Backs Regulation as Paid Rides Begin "I …

XAI co-founder's startup River AI raises $1.1 billion to expand custom AI tools

Aug 11 (Reuters) - Startup River AI, founded by xAI co-founder Igor Babuschkin, said on ‌Tuesday it has raised $1.1 billion, looking to ‌expand tools that help clients build personalized AI models on ​their own data. The fundraise was led by General Catalyst and …

Cloudflare Surges 65% in 3 Months: Should You Still Buy the Stock?

Cloudflare Inc. NET shares have surged 65.4% in the past three months, outperforming the Zacks Internet - Software industry's appreciation of 13.3%. The stock also outperformed its industry peers, including F5 Networks, Inc. FFIV, BlackBerry Limited BB and Allot Ltd. ALLT. In the past …

Riot Platforms Stock Surges on $9.1 Billion AI Compute Supply Deal With Anthropic

Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron’s. Continue Reading

TSMC's July Revenues Soar: How Should You Play the Stock Now?

Taiwan Semiconductor Manufacturing Company TSM, or TSMC, released its July 2026 revenue report yesterday. Last month, revenues jumped 44.7% year over year to NT$ (New Taiwan Dollar) 467.58 billion, up 5.6% sequentially. Through the first seven months of 2026, revenues totaled NT$2.87 trillion, increasing …

Jefferies downgrades Apple stock to sell over canceled glass iPhone

Jefferies downgraded Apple stock to underperform from hold on Monday, with analyst Edison Lee citing supply chain checks that suggest the company has canceled its planned all-glass iPhone due to low production yield, according to CNBC. The new price target of $263.66 represents a …

Can NVIDIA's Vera CPU Challenge Intel and AMD's Market Dominance?

NVIDIA Corporation NVDA is taking a bigger step into the CPU (Central Processing Unit) market with its Vera processor, designed specifically for agentic artificial intelligence (AI) workloads. The move could give NVIDIA another growth engine while increasing pressure on established server CPU leaders Intel …

ARK Invest buys Nvidia, Broadcom stock dips, sells Deere

ARK Invest picked up shares of Nvidia and Broadcom on Monday as both chipmakers retreated, while offloading roughly $36.8 million in Deere stock — the day's biggest individual transaction — per the firm's daily fund disclosures. ARK founder and CEO Cathie Wood purchased 122,422 …

Riot Stock Soars as It Lands a $9.1 Billion AI Cloud Deal

This article first appeared on GuruFocus. Riot Platforms (NASDAQ:RIOT), a Bitcoin miner that has moved into selling AI data-center capacity, rose 18.87% premarket after striking a 20-year deal to supply 191 megawatts of computing to Anthropic from its Rockdale, Texas campus, according to Bloomberg, …

Micron is Gaining Share. These Bulls See More Upside Ahead

Quick Read Micron trades at just 6x trailing earnings amid relentless AI demand, yet Dr. Michael Burry has taken a notable short position against the memory giant. Alphabet's TurboQuant and Apple's on-device memory techniques signal firms are actively shrinking memory footprints, threatening Micron's long-term …

Eagle Freedom Alliance Recognizes Apple for Advancing Responsible Mineral Sourcing in East Africa

Investor-led recognition highlights how market leadership can accelerate more transparent and accountable global supply chains. FORT WORTH, Texas, August 11, 2026--(BUSINESS WIRE)--Eagle Freedom Alliance, an investor-led coalition advancing corporate accountability through the public markets, today released a shareholder letter recognizing Apple Inc. for its …

Kinaxis-Sponsored Study Identifies Supply Chain AI Accountability Gap Amidst Rapid Adoption Expectations

Trust, measurable outcomes, and governance lag, even as 41% expect autonomous-at-scale operations within two years OTTAWA, Ontario, August 11, 2026--(BUSINESS WIRE)--Kinaxis® (TSX:KXS), a global leader in supply chain orchestration, today announced the findings of new independent research from IDC. The IDC InfoBrief, sponsored by …

Why Orion Digital Corp. stock surged yesterday

3 Stocks That Have Made Long-Term Investors Rich (and Could Do It Again)

Quick Read Apple's Services revenue hit $31 billion and Microsoft's AI business surged 123% to a $37 billion annualized run rate, both continuing to widen their competitive moats. Coca-Cola's 63-year dividend streak continues as management raised 2026 EPS guidance to 8-9% growth following a …

Apple’s Dip Below $310 is a Great Accumulation Opportunity

Quick Read Apple dropped 7% since Q3 earnings while the broader market climbed, making the $308 entry attractive for long-term accumulation. AAPL's Services segment generates $30 billion quarterly at a 77% gross margin, backed by a fresh $100 billion buyback authorization. The bull case …

Anthropic signs $9.1 billion data center deal with Riot Platforms

Anthropic has struck a $9.1 billion agreement with Riot Platforms, a bitcoin mining company that has been building out AI data center capacity, according to Bloomberg. Riot disclosed the deal on Monday, describing the counterparty only as a "leading frontier AI lab." Riot's Rockdale, …

River AI Raises $1.1B Led by General Catalyst and AMP PBC to Build Open AI Stack

Founded by xAI co-founder Igor Babuschkin, River AI gives developers and enterprises the tools to train, tune, and own custom AI models PALO ALTO, Calif., August 11, 2026--(BUSINESS WIRE)--River AI, the full-stack AI company founded by xAI co-founder Igor Babuschkin, today announced $1.1 billion …

Anthropic’s $965B IPO Path Runs Through Seven Compute Corridors Across Three Continents

Anthropic's $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms — effectively decoupling its …

With a New iPhone Coming, Here’s What $10,000 in Apple Since the First One Is Worth

Quick Read A $10,000 bet on AAPL at the first iPhone launch in 2007 has grown to $844,546, crushing the S&P 500's $51,388 return. Apple's nine consecutive earnings beats and $100 billion buyback authorization support the bull case, but a near-35 P/E resets return …

I’m Buying Nvidia Ahead of Aug. 26 Earnings Exactly For The Reason You Think

Quick Read NVDA commands over 80% of the high-end AI accelerator market as Microsoft, Meta, Alphabet, and Amazon collectively commit $200B to AI infrastructure. AMD's MI-series and AVGO's custom silicon both lack NVDA's full-stack advantages, including CUDA lock-in, NVLink networking, and a 71% gross …

Is the Artificial Intelligence (AI) Bubble About to Pop? Investors Who Make This 1 Move Will Come Out on Top, According to History.

As it gets closer to the end of 2026, it looks like the market has a fair chance of scoring another year of double-digit gains. Anything can happen over the next five months, but year to date, the S&P 500 (SNPINDEX: ^GSPC) is up …

ArrowXL Reduces Fleet Mileage in Home Delivery Operations by 13% with Descartes

The Descartes Systems Group Inc LONDON and ATLANTA, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced that ArrowXL by JP Home, the U.K.'s largest and longest-established two-person home delivery and warehousing …

Is Berkshire Hathaway Stock a Buy as Warren Buffett Successor Greg Abel Starts to Deploy the Company's Cash Hoard?

Key Points Berkshire was a net buyer of stocks for the first time in more than three years, while it also bought back its own stock. Abel and company still have a lot of cash, and the stock is at one of its most …

What Is Behind Advanced Micro Devices (AMD) Stock Dropping Today?

BB Stock Eyes Weekly Gain: BlackBerry CEO Says Alloy Kore Could Unlock Higher Software Revenue

Klarna Group (KLAR) Will Provide Leasing For A New US Device Upgrade Program

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Klarna Group (NYSE:KLAR) is providing the leasing and financing backbone for Apple's new Apple Upgrade program in the United States. The partnership integrates Klarna into …

Hiltzik: The Trump administration's investments in corporate stocks raise fears of 'crony capitalism'

It was about one year ago that the Trump administration announced a truly eye-opening transaction: In return for an $8.9-billion investment in the chipmaker already authorized under the Biden-era CHIPS Act, the government would take a roughly 10% stake in Intel shares — making …