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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 …

Lumentum Stock Forecast: Can Nvidia Demand Push LITE Above $1,000?

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

Berkshire Ends Fourteen Quarters of Net Selling

This article first appeared on GuruFocus. Berkshire Hathaway (NYSE:BRK.B) lifted its Alphabet (NASDAQ:GOOGL) stake 83% in the second quarter to nearly 106 million shares worth about $37.8 billion, making it the third-largest position in a $323.8 billion equity portfolio. Alphabet shares were up 0.84% …

Workday Stock Is Downgraded After Buyout Report as Growth Expectations Are ‘Too Optimistic’

Wall Street is hitting the pause button on Workday after shares rose sharply higher on report of a posisble private-equity takeover. Continue Reading

Netflix CFO Dumps Nearly $5.6 Million in Stock

This article first appeared on GuruFocus. Netflix (NASDAQ:NFLX) Chief Financial Officer Spencer Neumann sold 9,248 shares, worth about $5.59 million of the streaming company on Aug. 10 for about $700,907. The shares changed hands at an average price of $75.79. Following the transaction, Neumann …

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

Zoom Communications (ZM) Following Strong Results Still Looks Undervalued To Some Investors

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Recent performance puts Zoom Communications stock in focus Zoom Communications (ZM) has drawn fresh attention after its stock outperformed the S&P 500 over the past six months, …

Uber Eats slump hits Serve Robotics (NASDAQ: SERV) as it expands robots

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 …

Memory Stocks' Valuation Divide Widens Ahead of Micron's Earnings

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

L3Harris Parts Ways With Chairman, CEO Kubasik Over Conduct

L3Harris Technologies has parted ways with Christopher Kubasik, its chairman and chief executive. - Andrej Ivanov/Bloomberg News L3Harris Technologies has parted ways with Christopher Kubasik, its chairman and chief executive, after determining that the executive had violated the defense contractor's code of conduct. L3Harris …

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 …

Serve Robotics partners with Grubhub in robot delivery expansion push

By Deborah Mary Sophia Aug 17 (Reuters) - Serve Robotics said on Monday it is partnering with Grubhub to fulfill orders on the food delivery ‌platform using its sidewalk delivery robots, tapping a new marketplace days after ‌its years-long tie-up with Uber Eats fell …

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 …

Samsung and Idomoo Partner To Launch Lucas AI Video Creation App for Samsung VXT

Lucas allows businesses to create studio-quality, on-brand videos in minutes and instantly deploy them to a range of digital displays. NEW YORK, August 17, 2026--(BUSINESS WIRE)--Idomoo's Lucas AI Video Agent has just launched on Samsung VXT, giving businesses the ability to generate fully produced, …