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Intel's $23 Billion Raise May Signal Foundry Progress

This article first appeared on GuruFocus. The chipmaker Intel Corp. (INTC, Financials), seeking to restore its foundry division may be showing actual indications of improvement after raising $23 billion this week.GF Securities said the offering appears constructive on the back of rising yields, more …

I Keep Buying Oracle Because It Will Become a Tier-1 Hyperscaler

Quick Read Oracle's $638 billion RPO, up 363% year-over-year, reflects customers paying upfront to fund AI infrastructure with returns in the high 20s. ORCL trades at a forward P/E of 19 and PEG of 0.851, offering cheaper growth exposure than MSFT despite accelerating 93% …

Q2 Rundown: AppLovin (NASDAQ:APP) Vs Other Advertising Software Stocks

Q2 Rundown: AppLovin (NASDAQ:APP) Vs Other Advertising Software Stocks Wrapping up Q2 earnings, we look at the numbers and key takeaways for the advertising software stocks, including AppLovin (NASDAQ:APP) and its peers. The digital advertising market is large, growing, and becoming more diverse, both …

Oracle Plans More Layoffs as AI Spending Surges

This article first appeared on GuruFocus. Oracle (NYSE:ORCL) is reportedly preparing another round of layoffs as the software giant tries to contain payroll costs while pouring tens of billions of dollars into AI infrastructure. Some teams could face double-digit percentage reductions, highlighting a growing …

IBM Makes Surprise Move in Nvidia AI Race

This article first appeared on GuruFocus. IBM (NYSE:IBM) is deepening its push into artificial-intelligence infrastructure with a $240 million multi-year deal to build a massive Nvidia-powered inference cluster for Together AI. The agreement gives IBM Cloud a high-profile AI workload while strengthening Nvidia's position …

Intel Makes New Move to Fund Turnaround

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) is raising substantially more capital than initially planned, upsizing its stock offering to $20 billion as the chipmaker races to fund an expensive manufacturing and AI turnaround. The deal strengthens Intel's balance sheet and gives it …

Oracle, Software Stocks Fall as AI Trade Seesaws

It isn’t surprising that software stocks are falling, given that investors are loading up on some of their go-to AI picks. Continue Reading

【US Pre-Market】Memory Chip Stocks Rally as SanDisk Surges Over 5%, Micron and Western Digital Gain Over 3%

Why Tesla Stock Moves Are Increasingly Tied to SpaceX

Coming into Monday trading, Tesla stock had gained for two consecutive weeks, just like SpaceX stock. Continue Reading

Nvidia Is Becoming AI's Bank: Here's Why It Could Reshape NVDA Stock

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is moving beyond its traditional role as a chip supplier by helping customers finance the enormous cost of building AI infrastructure. The shift is important because AI data centers require billions of dollars before they can …

Union Pacific's fuel surcharges outpace fuel expenses in Q2

[Freight transport powers through rural America. Yellow Union Pacific locomotive 6701 leads cargo train on single track] Union Pacific (UNP [https://seekingalpha.com/symbol/UNP]) collected substantially more in fuel surcharges than it spent on fuel in the second quarter, according to Reuters. The railroad company's filing with …

Duke Energy's resource plan builds on work already underway that supports South Carolina's growth while delivering value to customers

Plan balances reliability, diverse resources and costs while helping communities in the Carolinas continue to build robust economies Near-term actions serve our customers' rising energy needs while keeping customer benefits, value and future optionality central to resource planning GREENVILLE, S.C., Aug. 17, 2026 /PRNewswire/ …

New Digital Product Passport Pilot Aims to Give Denim Suppliers a Competitive Edge

A new pilot demonstrates how embedding digital product passport (DPP) data at the fabric level can remove supply chain data bottleneck and give suppliers a competitive advantage in the market. Last week, Denim Deal, World Collective and Green Story announced the launch of their …

Chevron Advances Its Strategic Exploration Program With Discovery in Angola's Block 0

New discovery demonstrates the potential of Chevron's exploration program in Sub-Saharan Africa HOUSTON, August 17, 2026--(BUSINESS WIRE)--Chevron Corporation (NYSE: CVX) by its subsidiary Cabinda Gulf Oil Company Limited (CABGOC), today confirmed an oil and gas condensate discovery at the 105-4X exploration well in Block …

Q2 Earnings Highlights: Regal Rexnord (NYSE:RRX) Vs The Rest Of The Engineered Components and Systems Stocks

Q2 Earnings Highlights: Regal Rexnord (NYSE:RRX) Vs The Rest Of The Engineered Components and Systems Stocks Looking back on engineered components and systems stocks' Q2 earnings, we examine this quarter's best and worst performers, including Regal Rexnord (NYSE:RRX) and its peers. Engineered components and …

Die Albemarle-Corp-Aktie legt nach starken Quartalszahlen und höherer Prognose zu

Nvidia cuts OpenAI Ohio data center guarantee to $120 billion

Nvidia has revised its financial commitment to a planned OpenAI data center campus in Ohio, reducing its proposed backstop from $250 billion to less than $120 billion, according to The Wall Street Journal. The chipmaker and OpenAI were nearing a deal that could be …

McDonald’s Keeps Cratering: Why One Bullish Analyst Says 50% Gains Lie Ahead

Quick Read Kempczinski blamed a botched value menu rollout for two-thirds of Q2's U.S. traffic miss, calling it an execution failure, not a strategy problem. While MCD slid 15% from its February peak, peers SBUX and YUM posted comps in the 7 to 8 …

Unpacking Q2 Earnings: Repligen (NASDAQ:RGEN) In The Context Of Other Drug Development Inputs & Services Stocks

Unpacking Q2 Earnings: Repligen (NASDAQ:RGEN) In The Context Of Other Drug Development Inputs & Services Stocks Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in the same sector. Today we are looking at …

U.S. railroad Union Pacific turned charges meant to cover fuel cost spike from Iran war into profit

Q2 Earnings Highs And Lows: Costco (NASDAQ:COST) Vs The Rest Of The Non-Discretionary Retail Stocks

Q2 Earnings Highs And Lows: Costco (NASDAQ:COST) Vs The Rest Of The Non-Discretionary Retail Stocks Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in the same sector. Today we are looking at Costco …

Qualcomm Has Fallen 36% From Its High. Is the Margin Dip a Reason to Buy or to Run?

Black Hills Corp's Dividend Analysis

This article first appeared on GuruFocus. Assessing the Sustainability and Growth of Black Hills Corp's Dividend Payments Black Hills Corp (NYSE:BKH) recently announced a total dividend of $0.7 per share, with the ex-dividend date set for 2026-08-17. This includes a $0.7 per share cash …

Occidental Petroleum Aktie: 2,40-Dollar-EPS schlägt 1,83-Dollar-Konsens

What's Going On With Atrium Mortgage Investment Corp Stock Monday?

ExxonMobil Holdings Corp's Dividend Analysis

This article first appeared on GuruFocus. Assessing the Upcoming Payout and Long-Term Sustainability of XOM's Dividend ExxonMobil Holdings Corp (NYSE:XOM) recently announced a total dividend of $1.03 per share, with the ex-dividend date set for 2026-08-17. This upcoming payment, which includes a $1.03 per …

Goldera Appoints IAMGOLD Founding Director Mahendra Naik to its Board of Directors

Goldera Exploration Ltd. Veteran mining executive and investor brings decades of experience in building, financing and governing resource companies VANCOUVER, British Columbia, Aug. 17, 2026 (GLOBE NEWSWIRE) -- Goldera Exploration Ltd. ("Goldera" or the "Company") (TSX-V: GERA) is pleased to announce the appointment of …

Could Microsoft spin off Xbox? Why it might be worth billions

Peter Levin of Griffin Gaming Partners explains to Yahoo Finance Executive EditorBrian Sozzi why Xbox could be strategically expendable within Microsoft while its franchises, platform, and intellectual property may represent a multibillion-dollar standalone asset. He then breaks down why Grand Theft Auto takes a …

United Therapeutics Corporation Announces Full Enrollment of the TETON-PPF Study of Inhaled Treprostinil for the Treatment of Progressive Pulmonary Fibrosis

Approximately 200,000 patients in the United States have PPF, with limited treatment options Topline data expected in the second half of 2027 SILVER SPRING, Md. & RESEARCH TRIANGLE PARK, N.C., August 17, 2026--(BUSINESS WIRE)--United Therapeutics Corporation (Nasdaq: UTHR) announced full enrollment of its TETON-PPF …

Nvidia Likely to Post Strong Results But Investors to Focus More on Long-Term Growth Drivers, Morgan Stanley Says

Nvidia (NVDA) is expected to post strong fiscal second-quarter results, but investors are likely to 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 …

Intel, Oracle, Marvell, Alibaba, and More Stocks That Explain Today’s Market

Chips and memory stocks are catching a bid at the start of what could be a quiet week for the market. Continue Reading

OneDigital Investment Advisors LLC Invests $5.08 Million in Oracle Corporation $ORCL

OneDigital Investment Advisors LLC recently acquired a new stake of 34,667 shares in Oracle Corporation, valued at approximately $5.08 million. This comes as Oracle's cloud and AI expansion attracts partnerships, contributing to a "Moderate Buy" consensus rating from analysts with an average price target …

4,267,854 Shares in Oracle Corporation $ORCL Purchased by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. recently acquired over 4.2 million shares of Oracle Corporation (NYSE:ORCL) valued at approximately $625.5 million, representing a 0.15% stake. This comes as Oracle reported strong quarterly earnings, exceeding revenue and EPS expectations. However, the company faces investor concerns …

Murphy Oil Corp's Dividend Analysis

This article first appeared on GuruFocus. Assessing the Sustainability and Growth of Murphy Oil's Quarterly Payout Murphy Oil Corp (NYSE:MUR) recently announced a total dividend of $0.35 per share, with the ex-dividend date set for 2026-08-17. This includes a $0.35 per share cash dividend …

Centene CFO Drew Asher to step down

* Centene (CNC [https://seekingalpha.com/symbol/CNC]) said [https://seekingalpha.com/pr/20620521-centene-announces-planned-chief-financial-officer-transition]CFO Drew Asher plans to step down from his role in December 2026 and retire from the company at the end of 2027. * Chris Neczypor will join Centene in September and assume the executive vice president and CFO …

4,859 Shares in Western Digital Corporation $WDC Purchased by Persistent Asset Partners Ltd

Persistent Asset Partners Ltd has acquired 4,859 shares of Western Digital Corporation, valued at approximately $3.1 million, making it their 22nd largest holding. Despite a recent 12% stock fall after beating earnings estimates, analysts generally rate Western Digital as a "Moderate Buy" with a …