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Should Goldman Sachs MarketBeta U.S. 1000 Equity ETF (GUSA) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Blend segment of the US equity market, look no further than the Goldman Sachs MarketBeta U.S. 1000 Equity ETF (GUSA), a passively managed exchange traded fund launched on April 5, 2022. The fund is …

Blackstone (BX) Joins Global AI Infrastructure Funding Alliance With Major Financial Firms

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Blackstone (NYSE:BX) has entered a new partnership with NVIDIA and major financial institutions to fund global AI infrastructure platforms. The alliance is focused …

Nvidia Stock Investors Just Got Good News From Wall Street (Hint: It's Time to Buy)

Key Points Wall Street analysts have raised consensus earnings estimates for Nvidia, and earnings are now projected to increase at 44% annually over the next three years. Nvidia dominates the AI infrastructure market: The company enjoys a leadership position in data center accelerators and …

AI Weekly: Nvidia does deal with Wall Street, China's AI weather forecasts

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Belite Bio Q2 Net Loss Widens; FDA Sets PDUFA Date For Tinlarebant In February 2027

(RTTNews) - Belite Bio, Inc (BLTE), a clinical-stage drug development company, announced its financial results for the second quarter, reflecting a wider net loss. The company also provided an update on its New Drug Application (NDA) for tinlarebant for the treatment of Stargardt disease …

Jensen Huang Says Nvidia’s 2020 A100 GPUs Can Stay ‘Mission-Capable’ Through 2029—Here’s Why It Matters for the AI Boom

Nvidia Corp.(NASDAQ:NVDA) CEO Jensen Huang said Wednesday that the company's older AI chips can remain economically useful for nearly a decade, pushing back against concerns that rapid advances in AI could quickly make GPUs obsolete. Jensen Huang Says A100 GPUs Can Last Nearly a …

Cerebras Stock Plummets 17% Despite Solid Earnings

Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading

Jensen Huang Just Signed 7 Japanese Industrial Giants Into Nvidia's Physical AI Coalition. Here's Why $1 Trillion in Confirmed Demand Should Matter to Investors.

Key Points Japan’s biggest industrial companies are building their AI and robotics future around Nvidia, which could create a steady stream of demand for years. Nvidia isn’t just selling GPUs; it’s becoming part of the infrastructure behind Japan’s next generation of factories and robots.10 …

Outlook Therapeutics slides after pricing $55M securities offering

Outlook Therapeutics (OTLK [https://seekingalpha.com/symbol/OTLK]) shares fell nearly 15% in premarket trading Thursday after the company priced a public offering of 55.6M shares and warrants for gross proceeds of about $55M. The combined offering price is $0.99 per share and accompanying warrant, with the warrants …

Amid NEC's Rollout of AI-Driven Open RAN and Private 5G Solutions in Industrial DX, New Report Outlines Japan Local 5G Market Expansion

Company Logo Rapid commercial maturity across the country's industrial and enterprise sectors highlighted by NTT DATA's recognition as a 2026 Leader in private mobile networks, Fujitsu's expanding subscription-based Local 5G models, and NEC's Open RAN smart factory deployments is accelerating dedicated private spectrum adoption …

US Dollar Price Forecast: Can PPI Revive DXY as EUR/USD and GBP/USD Retreat?

US Dollar News: PPI and UK GDP Reshape FX Outlook Today's main driver of the US dollar is the reassessment of FED policy after the soft US consumer inflation numbers for July. The headline CPI increased by only 0.1% (month on month) and annual …

Outlook Therapeutics Prices $55 Mln Offering To Support LYTENAVA Launch; Stock Down

(RTTNews) - Outlook Therapeutics, Inc. (OTLK), a biopharmaceutical company, priced a public offering of 55.56 million shares and accompanying warrants to purchase up to 55.56 million shares at a combined public offering price of $0.99 for each share of common stock and accompanying warrant. …

Nvidia Could Hit $7.5 Trillion in Value Thanks to This Overlooked Business Opportunity

Key Points Nvidia's data center networking revenue reached $14.8 billion in its fiscal 2027 first quarter, exceeding the $8.6 billion that business segment generated in all of fiscal 2024. NVLink Fusion could allow Nvidia to supply networking and infrastructure to support some custom AI …

The Hidden Red Flag in Wall Street’s Price Targets

Nvidia and other tech stocks have a wide “dispersion” of price targets. Why that could be a problem for investors. Continue Reading

Antrique Unveils AI Innovation Platform to Advance AI Capability in Brunei

BANDAR SERI BEGAWAN, Brunei Darussalam, August 13, 2026--(BUSINESS WIRE)--Antrique Holdings Pte. Ltd., through its Brunei subsidiaries, has unveiled its AI Innovation Platform, marked by the groundbreaking of the AI Innovation Campus and the launch of the AI-Powered Food Innovation Initiative. Integrating artificial intelligence, renewable …

India's Larsen and Toubro secures order to build AI factory for Nvidia

Aug 13 (Reuters) - Larsen and ‌Toubro on ‌Thursday said it ​secured an order to build ‌an ⁠AI factory for ⁠Nvidia. The order is ​in ​the ​range of ‌100 billion rupees to 150 billion rupees (($1.05 ‌billion - $1.57 ​billion), ​the ​company ‌said. ($1 …

What Could Amazon.com (AMZN) Gain From Leading The Decart AI Bidding?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Amazon.com (NasdaqGS:AMZN) has reportedly emerged as a leading bidder to acquire Decart AI, according to discussions disclosed in August 2026. The potential deal …

Tim Cook Warned of a "100-Year Flood" in Memory Chip Pricing on His Last Earnings Call. Should Apple Investors Be Worried About Margins?

Key Points Apple demonstrated robust growth and strong margins, with iPhone sales up 22% in the third quarter. Gross margins were wider in the quarter, but that included a tariff benefit. Management expects memory prices to continue rising and is planning price increases to …

Anthropic reportedly in talks to buy AI startup Decart for $6B

[Data Science and Big Data Analytics concept. Analyst uses AI technology for Complex Data Analysis, Data mining, and Business analytics. Data flow,machine learning automation, and AI analytics system.] Khanchit Khirisutchalual * Anthropic (ANTHRO [https://seekingalpha.com/symbol/ANTHRO]) is in talks to buy the artificial intelligence startup Decart …

Anthropic in talks to buy Decart AI, source says

By Sumedha Mukherjee Aug 12 (Reuters) - Anthropic is in talks to buy Nvidia-backed startup Decart AI, according to a source ‌familiar with the matter, as the Claude maker explores ‌acquisitions that could help it handle growing demand ahead of its public listing. Bloomberg …

Anthropic Said in Talks to Buy Startup Decart for $6 Billion

(Bloomberg) -- Anthropic PBC is in talks to buy the artificial intelligence startup Decart AI for about $6 billion, according to people familiar with the matter. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates …

Belite Bio Reports Unaudited Second Quarter 2026 Financial Results and Provides a Corporate Update

Belite Bio, Inc U.S. Food and Drug Administration (FDA) accepted the New Drug Application (NDA) with Priority Review for tinlarebant for the treatment of Stargardt disease type 1 (STGD1); Prescription Drug User Fee Act (PDUFA) target action date of February 12, 2027 Company presented …

CoreWeave Has $104 Billion of Contracted Revenue and a $59 Billion Market Value

Key Points CoreWeave's revenue backlog reached about $104 billion at the end of June, up from $30.1 billion a year earlier. Second-quarter revenue rose 112% year over year to $2.6 billion, while the company's net loss widened to $626 million. Management raised its 2026 …

The 5 Most Interesting Analyst Questions From AMD’s Q2 Earnings Call

AMD's second quarter saw revenue and non-GAAP profit both exceed Wall Street expectations, yet the market reacted negatively. Management attributed the quarter's results to robust adoption of its EPYC server CPUs and Instinct accelerators, particularly within the data center segment, which now makes up …

Nvidia-Backed AI Infrastructure Financing Push Could Be A Game Changer For BlackRock (BLK)

Nvidia and a group of major financial firms, including BlackRock, Apollo, Blackstone, Brookfield, Goldman Sachs and KKR, recently signed memorandums of understanding to mobilize over US$500 billion of third-party capital for AI infrastructure, reframing data centers and compute hardware as long-life assets financed through …

Nvidia Q2 Earnings in 14 Days: What to Expect from NVDA Stock?

Q2 Earnings Scorecard: Record Margins, Strong Beats, and Upward Revisions

Note: The following is an excerpt from this week's Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: For the 451 S&P 500 …

Adobe vs. Advanced Micro Devices: Which Technology Stock Is a Better Buy in 2026?

Key Points Adobe maintains high profitability with a software ecosystem that serves creative and marketing professionals. Advanced Micro Devices is rapidly expanding its presence in the data center market with high-performance AI accelerators. Which of these technology leaders is the better fit for your …

Coherent forecasts upbeat first quarter on robust AI demand

Aug 12 (Reuters) - Coherent beat estimates for fourth-quarter earnings on Wednesday and forecast first-quarter revenue and profit ‌above analysts' expectations, betting on strong demand for its ‌data center and communications products. Shares of the company, however, slipped 4% in ​extended trading. They have …

Magnificent Seven Earnings Remain Robust: MSFT, AAPL

Six of the beloved members of the Magnificent Seven have delivered their Q2 results, with only the most polarizing of the bunch, NVIDIA NVDA, reflecting the last on the schedule. NVIDIA will report on August 26th. Several members of the group, including Microsoft MSFT …

Advanced Micro Devices (NASDAQ:AMD) Shares Up 1.8% - Here's Why

NVIDIA's Jensen Huang Says AI Isn’t Just Tech Anymore — It’s Infrastructure, and Wall Street Is Financing It

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. NVIDIA Corp. stock gained nearly 1% in Tuesday's premarket trading as investors weighed fresh efforts to finance large-scale AI infrastructure and GPU deployments. The world's most valuable …

Cerebras Systems Reports Solid Earnings. The Stock Is Plunging.

Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading

AMD (AMD) Trades at a Premium: Phillip Securities Says AI Growth Justifies It

Advanced Micro Devices, Inc. (NASDAQ:AMD) is trading at roughly 70x forward earnings, but Phillip Securities believes this premium is justified given its positioning for rising agentic AI demand. On August 11, the firm's analyst Yik Ban Chong reiterated a Buy rating on the stock …

Michael Burry Drops Stark Take on Nvidia Stock

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is taking aim at Nvidia's (NASDAQ:NVDA) $500 billion AI-infrastructure financing strategy, arguing that Wall Street is building a dangerously leveraged system around GPU demand that echoes risks seen before the 2008 financial crisis. The …

Wells Fargo Has Fresh Message for Microsoft Investors

This article first appeared on GuruFocus. Wells Fargo sees therapid improvement of open AI models as a potential tailwind for Microsoft (NASDAQ:MSFT) and ServiceNow (NYSE:NOW), arguing that cheaper intelligence could strengthen established software platforms rather than disrupt them. The key investor implication is that …