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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% …

Goldman Sachs: September Fed rate hike very unlikely as inflation slows

Goldman Sachs called a September Federal Reserve interest-rate increase "very unlikely," arguing that market expectations for future rate increases remain too aggressive as inflation continues to ease, according to Bloomberg. Chief economist Jan Hatzius made the call in a note published Sunday, citing a …

Nebius, CoreWeave Get Major AI Boost as Data Center Prices Keep Rising

This article first appeared on GuruFocus. Nebius (NASDAQ:NBIS) and CoreWeave (NASDAQ:CRWV) are seeing pricing trends in AI data center services that could support further growth as demand for computing capacity continues to exceed available supply. Wedbush analyst Matt Bryson said recent earnings commentary from …

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 …

Palantir Trades at 74x Sales. History Says This Is What Happens to Software Stocks That Cross That Multiple After a Blowout Quarter.

Palantir Technologies (NASDAQ: PLTR) has emerged as one of the biggest darlings of the artificial intelligence (AI) revolution. Demand for the company's Artificial Intelligence Platform (AIP), which features Palantir's Foundry, Gotham, and Apollo software suites, is off the charts from both the public sector …

Why Sandisk Stock Is Getting Its Mojo Back

Sandisk stock is on a hot streak and may finally be getting its mojo back. The shares are on a five-day winning streak through Friday, jumping 35% in that time. Sandisk was moving in tandem with other memory stocks, including Western Digital Seagate and …

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 …

Die Applied-Materials-Aktie faellt trotz Rekordquartal nach starken Zahlen

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 …

SK Hynix Shares Gain 3.9% with U.S. ADRs Trading at 48% Premium

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

Unpacking Q2 Earnings: Disney (NYSE:DIS) In The Context Of Other Consumer Discretionary - Media Stocks

Unpacking Q2 Earnings: Disney (NYSE:DIS) In The Context Of Other Consumer Discretionary - Media Stocks As the Q2 earnings season comes to a close, it's time to take stock of this quarter's best and worst performers in the consumer discretionary - media industry, including …

POSCO Enters LFP Cathode Market With Major Long-Term Supply Deal

POSCO Holdings Inc. PKX, via its subsidiary POSCO Future M, is strengthening its position in the global battery-materials industry as its unit makes a major entry into the lithium iron phosphate (LFP) cathode-material market. POSCO has reached a large-scale, long-term supply agreement with a …

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

Apple's Biggest iPhone Redesign Is Still on Track

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is reportedly still moving ahead with a major glass-focused iPhone redesign for 2027, pushing back against concerns that manufacturing challenges had derailed one of the company's most ambitious hardware changes in years. For investors, the project …

Gemini Space Station (NASDAQ:GEMI) Price Target Cut to $6.00 by Analysts at Rosenblatt Securities

Cantor Fitzgerald Cuts Gemini Space Station (NASDAQ:GEMI) Price Target to $5.00

Needham & Company LLC Has Lowered Expectations for Gemini Space Station (NASDAQ:GEMI) Stock Price

Seagate stock jumps as AI demand powers a strong Q4 earnings beat

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

What Could Meta Platforms (META) Off Balance Sheet AI Financing Mean For Investors?

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Meta Platforms (NasdaqGS:META) is expanding the use of off-balance-sheet credit backstops to finance AI …

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 …

Evolution Metals & Technologies, Barfresh Food Group, Snap And Other Big Stocks Moving Lower In Monday’s

Needham cuts Gemini Space Station stock price target on crypto weakness

Vanguard taps T. Rowe Price to run portions of key active equity funds

Vanguard brought T. Rowe Price Associates on board to manage portions of Vanguard Explorer, Vanguard Growth and Income, and the Vanguard Variable Insurance Fund Small Company Growth Portfolio. It is the first time T. Rowe Price has advised Vanguard, and the three funds together …

Meta trial: States allege Facebook, Instagram addicted kids

Meta Platforms went to trial Tuesday in federal court in Oakland, California, facing accusations from state attorneys general that the company deliberately designed Facebook and Instagram to hook children, misled the public about the risks, and collected data on minors in violation of federal …

Safe Pro Group to Ring the Nasdaq Opening Bell on Monday, August 24, 2026 Celebrating American AI and Recent Government Contracts

Safe Pro Group Inc. AVENTURA, Fla., Aug. 17, 2026 (GLOBE NEWSWIRE) -- Safe Pro Group Inc. (Nasdaq: SPAI) ("Safe Pro" or the "Company"), a developer of artificial intelligence (AI)-enabled defense, security, and situational awareness solutions, today announced that its Chairman and CEO Dan Erdberg …

Kratos, GE Aerospace win Air Force contract for JASSM engine development

[AGM-158 JASSM on fly] alxpin/iStock via Getty Images Kratos Defense & Security Solutions (KTOS [https://seekingalpha.com/symbol/KTOS]) and GE Aerospace (GE [https://seekingalpha.com/symbol/GE]) received a U.S. Air Force contract to develop an alternative engine for the Joint Air-to-Surface Standoff Missile, the companies said Monday. The engineering, manufacturing …

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 …

Meta social media addiction trial, earnings from Walmart & Target: What to watch on Monday

Asking for a Trend Host, Josh Lipton breaks down what investors should be on the lookout for the week of Monday, August 17, including opening arguments in the Meta (META) social media addiction trial, earnings from Walmart (WMT), Target (TGT), Lowe's (LOW), and Home …

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 …

Barfresh Food Group reports Q2 results; revises FY 2026 outlook

* Barfresh Food Group press release [https://seekingalpha.com/pr/20620113-barfresh-announces-second-quarter-2026-results] (BRFH [https://seekingalpha.com/symbol/BRFH]): Q2 net loss for the second quarter of 2026 was $1.9 million as compared to a loss of $880K in the second quarter of 2025. * Revenue of $4.7M (+193.8% Y/Y) misses by $0.65M. * …