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Sandisk, Micron, Nvidia, SpaceX, Amazon, L3Harris, and More Stocks That Explain Today’s Market

Stocks are trading slightly lower as the summer doldrums hit the market. Several AI stocks are rising. Continue Reading

Intel Corporation (INTC) shows mixed tape on active-mover screen

The semiconductor stock drew heavy activity, but the today intraday price path points to a firmer late reading against the screen decline.

Can Walmart Sustain Growth as Household Budgets Tighten?

Walmart Inc. WMT continues to draw shoppers with its value-focused retail proposition as household budgets come under greater pressure. The company is seeing clear differences in spending behavior across income groups, making its ability to preserve traffic and unit growth — an important measure …

Space Exploration Technologies Corp. (SPCX) Says $100 Billion in Revenue Is Coming by December. Here’s the Math Behind It

Space Exploration Technologies Corp. (NASDAQ:SPCX) held its first earnings call as a public company earlier this month, and Elon Musk set an aggressive target: an annualized revenue run rate of $100 billion by December, more than tripling the company's current run rate of just …

Arrow Electronics adds seven countries to distribution coverage with IBM

CENTENNIAL, Colo., August 17, 2026--(BUSINESS WIRE)--Arrow Electronics has expanded its IBM distribution coverage to seven additional countries. The expansion enables Arrow to distribute IBM solutions to channel partners in Bulgaria, Croatia, the Czech Republic, Germany, Slovakia, Slovenia and Ukraine. This will enable channel partner …

L3Harris Replaces CEO After Conduct Investigation, Shares Retreat

L3Harris on Monday replaced Chairman, CEO Christopher Kubasik over conduct concerns following investigation. LHX stock falls. Continue Reading

Palo Alto, CrowdStrike experience deal momentum ahead of latest earnings: Wells Fargo

TTM Technologies (TTMI) Shares Surge Following Strong Results and Outlook Raise

Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its "Voya MI Dynamic Small Cap Fund." A copy of the letter can be downloaded here. US Equity markets rebounded strongly in the second quarter of 2026, recovering from geopolitical …

Balancing Factor Exposure Drives Bloom Energy Corp’s (BE) Gains

Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its "Voya MI Dynamic Small Cap Fund." A copy of the letter can be downloaded here. US Equity markets rebounded strongly in the second quarter of 2026, recovering from geopolitical …

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% …

Synlait denies takeover talks with A2 Milk, Fonterra

Synlait Milk has denied media reports suggesting it is in takeover talks with The A2 Milk Company and Fonterra. Reports in Australia inferred the New Zealand dairy and infant-formula business could be the subject of a transaction involving the two peer groups. However, in …

American Rare Earths, Novex sign MoU for rare earth oxides

American Rare Earths (ARR) has entered into a memorandum of understanding (MoU) with Novex, a US-based company, for rare earth oxides (REOs). The agreement establishes a framework for converting REOs produced at the Halleck Creek Project in Wyoming into metals used in permanent magnets. …

PANW vs. NET: Which Cybersecurity Stock Has an Edge Right Now?

Palo Alto Networks PANW and Cloudflare NET are both at the forefront of the cybersecurity space, playing key roles in guarding organizations from extensive cyberattacks. PANW focuses broadly on next-generation firewalls, cloud security and AI-driven threat detection. Cloudflare provides a cloud-native platform spanning network …

UnitedHealth Group stock steadies as IRS probe offsets earnings momentum

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 …

Alphabet pursues debut Australian dollar bond sale for AI spending

Alphabet is looking to raise about A$5 billion ($3.6 billion) in its debut bond offering in Australia, according to Bloomberg, as U.S. tech companies continue to tap debt markets to fund artificial intelligence spending. Bloomberg, citing unnamed sources, reported that initial price guidance could …

Berkshire Hathaway: The Cash Is Moving, The Philosophy Isn't (NYSE:BRK.B)

Insider Makes Big Purchase of Consumer Stock, Increases Holdings by 37%

Todd Allan Penegor, Director, executed a direct purchase of 2,000 shares of Dutch Bros Inc. (NYSE:BROS) on Aug. 13, 2026, according to a recent SEC Form 4 filing. Transaction summary Metric Value Shares purchased (directly held) 2,000 Transaction value $103,120 Post-transaction shares (directly held) …

Boeing Stock Falls After U.S. Army Grounds Apache Helicopters

The U.S. Army has temporarily grounded its Apache helicopters after a tragic crash near Fort Hood, Texas, which cost the lives of two service members. “We mourn these aviators, and our deepest condolences remain with their families, friends, and unit during this extraordinarily difficult …

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

Is Schneider Electric (SBGSY) Stock Outpacing Its Industrial Products Peers This Year?

For those looking to find strong Industrial Products stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Schneider Electric SE (SBGSY) one of those stocks right now? A quick glance at the company's year-to-date performance in …

Is Amkor Technology (AMKR) Stock Outpacing Its Computer and Technology Peers This Year?

Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Has Amkor Technology (AMKR) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of …

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 …

Tesla (TSLA) Advances After Beating Key Metrics in Q1

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 …

OceanaGold to acquire Ausgold for $549m

OceanaGold has signed a definitive scheme implementation deed (SID) to purchase all issued shares of Ausgold for a transaction equity value of around A$776m ($549m). Ausgold owns the Katanning Gold Project in Western Australia (WA). The acquisition will be structured as an Australian court-approved …

Does Surgery Partners’ (SGRY) Slower M&A Pace Clarify or Complicate Its ASC-Focused Strategy?

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 …

FactSet Research Systems (FDS) Discounted Despite AI Workflow Integration

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 …

HIVE Digital’s Stock Jumps 14% On News Of Nvidia Deal

HIVE Digital's Stock Jumps 14% On News Of Nvidia Deal The stock of Canada's HIVE Digital (NASDAQ: $HIVE) is up 14% on news that the company has signed an artificial intelligence (A.I.) cloud computing contract with chipmaker Nvidia (NASDAQ: $NVDA). The deal with Nvidia …

Intuitive Machines Climbs 6% on $600M Satellite Award; SpaceX, Rocket Lab Unchanged

Quick Read Intuitive Machines jumped 6% Monday after an undisclosed customer authorized a $600M-plus multi-satellite communications program using its IM 1300 satellite platform. LUNR now carries a record $1.8B backlog with B. Riley and Cantor Fitzgerald maintaining bullish ratings despite trimming price targets. Flat …

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 …

Wall Street Bulls Look Optimistic About UnitedHealth (UNH): Should You Buy?

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 …

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