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Exclusive-Microsoft retreats in China, but AI boom helps it keep a window open

By Eduardo Baptista and Casey Hall BEIJING/SHANGHAI, Aug 13 (Reuters) - Microsoft once regarded the idea of quitting China as unthinkable. The year was 2010 and Google was about to exit due to concerns over censorship and cyberattacks. That decision was lauded by democracy …

Stock market today: Dow, S&P 500, Nasdaq trending higher on rate hike bets, earnings

US stock futures barely budged on Thursday morning ahead of another inflation reading and a slew of earnings. Futures on the Dow Jones Industrial Average (YM=F), S&P 500 (ES=F), and Nasdaq-100 (NQ=F) moved slightly above the flat line after a calm day on Wall …

Stock market today: Dow, S&P 500, Nasdaq gain on soft inflation data, earnings

US stocks rose on Thursday morning after another inflation reading and a slew of earnings. The Dow Jones Industrial Average (^DJI) and S&P 500 (^GSPC) both added 0.3%, while the tech-heavy Nasdaq Composite (^IXIC) moved up 0.1% after a calm day on Wall Street. …

Bull of the Day: Amphenol (APH)

Amphenol Corporation, a Zacks Rank #1 (Strong Buy), has quietly become one of the most essential companies in the artificial intelligence buildout — and one of the best-executing large caps in the entire market. While investors have fixated on the chipmakers, Amphenol supplies the …

IBM Partners with OpenAI to Accelerate Secure AI Deployment for Enterprises Across Core Operations

Joint go-to-market partnership embeds OpenAI frontier models like GPT-5.6 and other products into IBM Consulting's AI delivery platform and assets to help organizations modernize applications and strengthen security Specialized IBM forward-deployed units trained through the OpenAI Partner Network will help organizations convert legacy workflows …

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 …

Virgin Galactic forecasts positive quarterly cash flow within 2027 as first commercial spaceflight shifts to February

Earnings Call Insights: Virgin Galactic (SPCE) Q2 2026 MANAGEMENT VIEW * "I'm pleased to share our recent tranche of spaceflight expeditions has booked out ahead of schedule" and "the allotment we had held at the $750,000 price point was oversubscribed" (CEO, President & Director …

China’s YMTC overtakes Kioxia, Micron in global NAND shipments: Counterpoint

[Samsung Electronic Announces Creation Of 32 Gigabyte Flash Memory Device] Chung Sung-Jun/Getty Images News China’s Yangtze Memory Technologies (YMTC) is rapidly gaining ground in the global NAND memory market, ranking third by shipments in the second quarter of 2026, according to _Counterpoint Research_. YMTC …

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 …

Paramount Skydance willing to sell CNN to clinch Warner Bros. merger

[CNN Logo at Headquarters] A CNN sale is "on the table," according to the chief legal officer of Paramount Skydance (PSKY [https://seekingalpha.com/symbol/PSKY]), which is seeking to complete its $110B acquisition of parent company Warner Bros. Discovery (WBD [https://seekingalpha.com/symbol/WBD]). Makan Delrahim made the comments at …

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 …

Prediction: Amazon Will Join Apple in the $4 Trillion Club Before 2030

Key Points Analysts estimate that Amazon’s net sales will be $1.1 trillion in 2028, up 53% from 2025’s total. Cloud computing and artificial intelligence are notable growth drivers. The Magnificent Seven stock trades at a reasonable valuation, further supporting upside.10 stocks we like better …

NTT DATA awarded Golden Certificate by SAP as Global Operations Partner, reflecting the scale of its Global Managed Services expertise

BIELEFELD, Germany, Aug. 13, 2026 /PRNewswire/ -- NTT DATA, a global leader in AI, digital business and technology services, today announces that it has renewed its SAP Global Operations Partner certification. The certification recognizes NTT DATA's ability to deliver SAP operations through standardized, audited …

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

SpaceX Passes First Lockup Expiry Test With $500 Billion Rally

(Bloomberg) -- Since SpaceX went public in June, Wall Street had been dreading Aug. 6, when the first lockup preventing early investors from selling the stock expired and millions of shares were set to flood the market. Most Read from Bloomberg Walter Sells Lakers, …

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 …

The Next Big AI Market Bottleneck Is Here: 8 Stocks to Play the Boom in Optics

Key Points Marvell and Broadcom are leaders in optical DSPs, while Lumentum has a virtual monopoly for InP lasers. Coherent and Applied Optoelectronics provide the critical transceiver infrastructure that connects switches and servers. Amphenol, Corning, and Ciena provide technology used to transport data within …

Stem reaffirms FY2026 revenue $140M-$190M while tracking toward high end of $10M-$15M adjusted EBITDA

Earnings Call Insights: Stem, Inc. (STEM) Q2 2026 MANAGEMENT VIEW * "Halfway through 2026, I am pleased to see evidence of this transformation in the results" and "the second quarter marked our fifth consecutive quarter of positive adjusted EBITDA," Arun Narayanan (CEO & Director) …

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 …

US Stock Market Today: S&P 500 Futures Edge Up As Traders Eye Key CPI

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. The Morning Bull - US Market Morning Update Thursday, Aug, 13 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P …

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 …

TecDAX-Wert AIXTRON SE-Aktie: So viel Gewinn hätte ein AIXTRON SE-Investment von vor 3 Jahren eingefahren

German Firms Shift Microsoft Strategies from Cloud to AI

Organizations prioritize AI governance, operational control and measurable outcomes as Microsoft platforms evolve, ISG Provider Lens® report says FRANKFURT, Germany, August 13, 2026--(BUSINESS WIRE)--Enterprises in Germany are changing their approach to Microsoft technologies as the company's platforms grow and consolidate, according to a new …

Market Chatter: Apple Seeks Deals With News Publishers to Improve Siri

Apple (AAPL) is discussing fresh arrangements with news organization to use their content to improve 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 have …

Burry adds to AI shorts, says ‘Nebius is what the top of a boom looks like’

Astrid Stawiarz Michael Burry disclosed updated stock positions on Wednesday, adding to his short bets on Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Micron (MU [https://seekingalpha.com/symbol/MU]), Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]), and the iShares Semiconductor ETF (SOXX [https://seekingalpha.com/symbol/SOXX]), while increasing his long positions in Mercado Libre (MELI [https://seekingalpha.com/symbol/MELI]) and Zoetis …

South Korea's Kospi enters technical bull market as AI trade rebounds

[Abstract AI Symbol in Front of South Korean Flag – Representing AI Innovation and Technology in South Korea] J Studios South Korea's benchmark Kospi index entered a technical bull market on Thursday as the broader AI trade rebounded and traders pushed back expectations of …

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. …

Uber Japan Partners With Hinomaru Kotsu For Robotaxi Pilot Deployment In Tokyo

(RTTNews) - Uber Technologies, Inc. (UBER), the ride hailing application, Thursday announced that its Japan unit has inked an operational partnership agreement with one of its taxi operators, Hinomaru Kotsu Co., Ltd. to manage day-to-day fleet operations for its autonomous vehicle pilot deployment in …

Uber Is Due for a Rally as Fundamentals Improve

Key Points Uber's fundamentals are improving, but the stock is underperforming. Delivery services are driving the majority of Uber's growth, and its top competitor, DoorDash, carries a much higher valuation. If Uber continues to deliver solid financial growth, the market should eventually notice and …

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 …

Longeveron expects ELPIS II HLHS data in mid-september while cash runway extends into Q4 2026

Earnings Call Insights: Longeveron (LGVN) Q2 2026 MANAGEMENT VIEW * "Longeveron is approaching a series of potentially transformative milestones across our 4 stem cell therapy development programs" (CEO & Director Stephen Willard), while reiterating laromestrocel development across "Hypoplastic Left Heart Syndrome, Alzheimer's disease, pediatric …

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 …