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Alphabet, Meta, and Microsoft Are Hiding $3 Trillion in Debt On the AI Boom’s Hidden Ledger

Quick Read Nine tech giants carry $3 trillion in off-balance-sheet AI obligations, a figure triple their reported debt and nearly double a July estimate of $1.65 trillion. Deferred depreciation could exceed $520 billion over three years, pushing Oracle's revenue share from 7% toward 28% …

Target stock is on fire — but a big test lurks

The bulls have returned to Target's (TGT) stock in a big way this year on hopes for a turnaround under new CEO Michael Fiddelke. That upbeat thesis — which has powered shares up 59% this year — is about to be put to the …

Atlassian vs. Salesforce: Which Cloud Software Stock Has an Edge?

Atlassian TEAM and Salesforce CRM are two of the most important enterprise cloud software companies, helping large organizations modernize operations, automate workflows and manage critical business processes. While both benefit from long-term digital transformation trends, their business momentum and execution profiles differ meaningfully. For …

Gemini Space Station (NASDAQ:GEMI) Given New $3.50 Price Target at The Goldman Sachs Group

Are Transportation Stocks Lagging Kuehne & Nagel International (KHNGY) This Year?

The Transportation group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Kuehne & Nagel International Ag (KHNGY) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance …

Figure Technology CFO Minchung Kgil Sells 4,000 Shares

Minchung Kgil, Chief Financial Officer of Figure Technology Solutions, Inc. (NASDAQ:FIGR), disposed of 4,000 shares of Class A Common Stock on Aug. 12, 2026. SEC Form 4 filing Transaction summary Metric Value Transaction value $120,120 Shares sold 4,000 Post-transaction shares (directly held) 491,651 Post-transaction …

Hyatt Hotels Corporation (H) Still Attractive Despite Recent Gains

Baron Capital, an investment management company, released its Q2 2026 letter for "Baron Partners Fund". A copy of the letter can be downloaded here. Baron Partners Fund reported a 16.61% (Institutional Shares) gain in Q2, outperforming both the Russell Midcap Growth Index (14.55%) and …

Nvidia just took a very serious step on SpaceX stock

There is a version of the AI trade that everyone can see. Nvidia sells chips. Hyperscalers buy chips. The money flows one direction. It's a clean story. The SEC filing Nvidia dropped on August 14 tells a different version of that story, one where …

SpaceX bulls would be wise to remember one thing

SpaceX (SPCX) bulls best keep a close eye on the company's cash flow statement the next year or so, because some line items are about to take off in a big way. The big call Big capital expenditures and big capital raises are poised …

Is It Worth Investing in Costco (COST) Based on Wall Street's Bullish Views?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Let's …

3 Reasons We Love Philip Morris (PM)

3 Reasons We Love Philip Morris (PM) Philip Morris currently trades at $190.49 per share and has shown little upside over the past six months, posting a middling return of 3.7%. The stock also fell short of the S&P 500's 13.9% gain during that …

Die Northrop-Grumman-Aktie steigt nach starken Q2-Zahlen und Rekordauftragseingang

3 Reasons CHTR is Risky and 1 Stock to Buy Instead

3 Reasons CHTR is Risky and 1 Stock to Buy Instead Charter's stock price has taken a beating over the past six months, shedding 35.3% of its value and falling to $153.25 per share. This may have investors wondering how to approach the situation. …

NVIDIA commits $1.5B in SB Energy as OpenAI targets 8 GW Ohio AI campus

[Nvidia Corporation in China] Robert Way * NVIDIA (NVDA [https://seekingalpha.com/symbol/NVDA]) announced on Monday that it will be the exclusive AI compute infrastructure provider for SB Energy’s PORTS-Pike technology campus in Ohio, with OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]) as the customer. * The campus is being built …

VIGOR and Celanese Sign Strategic Partnership Agreement

Building a New Ecosystem for Lightweight Joint Solutions in Humanoid Robots DALLAS & SHANGHAI, August 17, 2026--(BUSINESS WIRE)--On August 14, Celanese Corporation (NYSE: CE), a global specialty materials and chemical company and a leading supplier of high performance engineering plastics, and VIGOR Precision Ltd., …

Can Microsoft Stock Benefit From Expanding Microsoft 365 Seats?

Microsoft MSFT continues to strengthen its enterprise productivity franchise as adoption of Microsoft 365 Copilot expands across its commercial customer base. The opportunity is shifting beyond initial deployments. Broader seat adoption and deeper integration across enterprise workflows could support longer-term growth. It could also …

KLA Corporation Had a Tough Month: 60% Returns Will Come According to This Wall Street Stalwart

Quick Read KLA's 9.26% monthly slide masks five straight earnings beats and record quarterly revenue of $3.66B, with China export rules driving the selloff, not fundamentals. C.J. Muse at Cantor Fitzgerald holds a Street-high $325 target on KLAC, implying 60% upside as advanced packaging …

Nvidia, Alphabet, Peter Thiel: SpaceX Top Shareholders Revealed

A series filings reveal the massive stakes tech giants Nvidia and Alphabet and mega investors Peter Thiel have in SpaceX. Continue Reading

Nvidia Rows Back on $250 Billion OpenAI Pledge and the Stock Rises

Nvidia stock was edging up early Monday. Shareholders might be reassured the chip maker is moderating its financial support for ChatGPT-developer OpenAI and its huge data-center investments. The shares were up 0.7% in premarket trading. Continue Reading

Nvidia to invest $1.5 billion in SB Energy under OpenAI data center deal

Aug 17 (Reuters) - Nvidia will invest $1.5 billion in SoftBank-backed SB Energy and secure up to ‌8 gigawatts of AI computing capacity at ‌an Ohio campus being built by the data center developer ​for OpenAI. The deal is the latest where Nvidia is …

Why Generation Mining Ltd stock went up yesterday

Harvard endowment discloses $2.2 billion SpaceX stake

Harvard Management Co. disclosed a $2.2 billion stake in SpaceX, making Space Exploration Technologies Corp. the largest single stock position in the endowment's quarterly securities filing. According to the 13F filing, submitted last Friday, Harvard's total U.S. equity holdings stood at $4.3 billion at …

NVIDIA Guarantees SB Energy's PORTS-Pike Technology Campus in Ohio to Exclusively Host NVIDIA AI Compute

NVIDIA News Summary: NVIDIA will be the exclusive AI compute infrastructure provider at PORTS-Pike. NVIDIA to provide credit support on land, power, and shell buildout to secure initial 4.25 IT-GW, with an option to take the remaining 3.75 IT-GW OpenAI will be the customer …

If You Invested $1000 in Marathon Petroleum a Decade Ago, This is How Much It'd Be Worth Now

How much a stock's price changes over time is important for most investors, since price performance can both impact your investment portfolio and help you compare investment results across sectors and industries. FOMO, or the fear of missing out, also plays a role in …

National Bank Investments Announces August 2026 Cash Distributions for NBI ETFs and NBI Funds ETF Series

MONTREAL, Aug. 17, 2026 /CNW/ -- National Bank Investments Inc. (‟NBI") announced today the August 2026 cash distribution amounts per unit for certain NBI Exchange-Traded Funds (‟NBI ETFs") and ETF Series of NBI Funds (‟NBI ETF Series"). Unitholders of record on August 24, 2026, …

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%

Microsoft (NASDAQ:MSFT): A Best Dividend Screen Pick with Quality and Sustainability

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