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Morgan Stanley Warns Investors Underestimating SpaceX’s AI Unit

Morgan Stanley analysts believe investors are significantly undervaluing SpaceX's AI business, including its neocloud partnerships and the impact of its Cursor acquisition. They project Cursor's annual revenue run rate to reach $33 billion by 2030, suggesting that as more details emerge about the Cursor/Grok …

A $9.1 billion AI deal just changed this Bitcoin miner’s story

Riot Platforms (RIOT) has built its company for years around one exceedingly volatile asset: Bitcoin. Artificial intelligence may be offering it a completely unique future. Riot has signed a deal with Anthropic, the company behind Claude, to offer 191 megawatts of data-center capacity at …

Bit Digital BTBT Draws Bullish Target Hike Ahead Of Q2

Craig-Hallum has raised its price target for Bit Digital (BTBT) to $3.50 from $3, citing the company's undervaluation relative to its WhiteFiber stake and Ethereum holdings. The stock is currently trading around $1.46, with analysts suggesting significant upside. Investors are looking forward to Bit …

Stephen G. Oswald (DCO) plans sale of 2,244 Charles Schwab Corp shares

Stephen G. Oswald, associated with DCO, has filed a Form 144 notice indicating his plan to sell 2,244 shares of Charles Schwab Corp common stock, valued at $453,422.00. The proposed sale date is August 12, 2026, on the NYSE. This filing follows several open …

Why Hewlett Packard Enterprise (HPE) Stock Is Trading Up Today

Why Hewlett Packard Enterprise (HPE) Stock Is Trading Up Today What Happened? Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 3.9% in the morning session after Morgan Stanley upgraded the stock to Overweight from Equal Weight and set a $69 price target. …

Morgan Stanley Has Lowered Expectations for American Homes 4 Rent (NYSE:AMH) Stock Price

Morgan Stanley reduced its price target for American Homes 4 Rent (NYSE:AMH) from $38.50 to $38.00, while maintaining an "overweight" rating, suggesting a 12.7% upside. Despite this, the overall analyst sentiment remains positive with a "Moderate Buy" consensus and an average target of $36.78. …

Nvidia’s $500B Infrastructure Deal: Wall Street Vote of Confidence or Another Circular Deal for the AI Bubble?

Quick Read Wall Street's $500 billion private capital commitment to Nvidia's AI infrastructure signals institutional confidence in AI as a proven, serious investment capable of ROI. AI compute is emerging as a futures-market commodity, shifting the technology from an experiment into a legitimate, investable …

Top Midday Stories: Consumer Prices Rise 3.4% YoY in July; CoreWeave Q2 Loss Narrower Than Expectations

The S&P 500 Index and Nasdaq Composite were up slightly, while the Dow Jones Industrial Average was 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 …

Circle Internet Stock Could Deliver 216% Upside Over the Next 4 Years

IX or FUTU: Which Is the Better Value Stock Right Now?

Investors interested in stocks from the Financial - Miscellaneous Services sector have probably already heard of Orix (IX) and Futu Holdings Limited Sponsored ADR (FUTU). But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer …

Michael Burry Sends Chilling Warning on Nvidia's $500 Billion AI Plan

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is facing fresh scrutiny over its planned $500 billion AI infrastructure financing initiative after investor Michael Burry (Trades, Portfolio) questioned the structure of the transactions in a Wednesday post on X. Warning! GuruFocus has detected 6 …

APLD Surges 101% in a Year: Should You Buy, Sell or Hold the Stock?

Applied Digital's APLD shares have soared 100.6% over the past year, significantly outperforming the broader Zacks Finance sector's 13.7% return and the Financial - Miscellaneous Services industry's 26.5% decline. APLD's strong upward momentum might look enticing, yet rapid momentum often masks underlying risks. Let …

Goldman Sachs Expands Active ETF Push with $2.25 Billion Neos Acquisition

The company says it will buy Neos Investments, which specializes in funds that use options-based strategies to generate income. Continue Reading

Goldman Sachs to Buy Neos Investments for $2.25 Billion

Goldman Sachs Group will pay as much as $2.25 billion to buy Neos Investments, expanding its asset manager's reach in the actively managed ETF market. Katherine Doherty reports on "Bloomberg Open Interest." View Comments

Nvidia partners with Goldman Sachs, BlackRock to fund AI build-out — but there's one big risk

Nvidia is collaborating with major Wall Street firms like BlackRock, Goldman Sachs, and Blackstone to secure funding for its AI infrastructure expansion. Monachil Capital Partners' Ali Meli discusses the financing agreement and highlights a significant associated risk.

Wintermute Plans $1B AI Infrastructure Push as It Diversifies Beyond Crypto

Crypto market maker Wintermute plans to invest about $1 billion over the next five years in high-frequency trading and artificial intelligence data center infrastructure as it expands beyond digital assets. Wintermute CEO Evgeny Gaevoy told Bloomberg on Wednesday that the London-based firm is seeking …

Google, Rowan and CleanSpark Commit to Comply With Texas Data Center Standards

Governor Greg Abbott announced that Google, Rowan, and CleanSpark will adhere to the data center standards he established for Texas. These guidelines ensure that data centers protect the electric grid, conserve water, respect neighborhoods, and cover their own costs without burdening Texas families or …

LPL Financial (LPLA) Rolls Out Wider Wealth Platform Access And AI Tools

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. LPL Financial Holdings (NasdaqGS:LPLA) unveiled significant upgrades to its wealth management platform at its …

Amentum Needs Revenue Growth to Re-rate Higher, Morgan Stanley Says

Morgan Stanley suggests that Amentum (AMTM) requires increased revenue growth to achieve a higher valuation. The company's fiscal Q3 revenue fell short of estimates, despite continued profitability. A premium subscription is needed to access the full article details.

StoneX Group Board Member Makes $161K Stock Purchase

Dhamu R Thamodaran, a Board Member at StoneX Group (NASDAQ: SNEX), purchased 2,500 shares worth $161,206 on August 11, according to an SEC filing. This insider transaction signals confidence in the company, with StoneX Group shares rising by 2.55% to $68.95 following the disclosure. …

Tokenization Promises To Break Trading Barriers. What Investors Need To Know.

Tokenization promises to boost liquidity, cut transaction costs and offer fractional shares, as well as enable 24/7 trading and immediate trade settlements. Continue Reading

Investment Banking & Brokerage Stocks Q2 Recap: Benchmarking Houlihan Lokey (NYSE:HLI)

Investment Banking & Brokerage Stocks Q2 Recap: Benchmarking Houlihan Lokey (NYSE:HLI) Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let's have a look at Houlihan Lokey (NYSE:HLI) and its peers. Investment banks and brokerages …

AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro

What happened: AI infrastructure stocks jumped on Wednesday after blowout results from AI server hardware maker Supermicro (SMCI) and neocloud providers CoreWeave (CRWV) and Nebius Group (NBIS ). AI hosting peers Applied Digital (APLD) and IREN (IREN) moved higher. Other areas of the AI …

IREN stock surges 9% with CoreWeave rally highlighting 160x capacity increase

Goldman Sachs, Travelers among financial firms reporting strong EPS beat

[Close Up Image Of A Stock Market Graph] solarseven/iStock via Getty Images As corporate earnings season progresses, investors are tracking sector performance metrics to gauge underlying financial demand and corporate efficiency. For the financial services sector, spanning critical fields like insurance, banking, asset management, …

Goldman Sachs acquiring NEOS Investments ETF provider for $2.25B

Goldman Sachs announced an agreement to acquire NEOS Investments, a provider of options-based income exchange-traded funds, in a deal worth up to $2.25 billion in cash and equity, the company said on Wednesday. Founded in 2022 and based in Westport, Connecticut, NEOS manages $30 …

Webull Corporation (BULL) Earnings Expected to Grow: Should You Buy?

The market expects Webull Corporation (BULL) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might …

What's going on with the state of consumer prices?

Yahoo Finance Breaking News Reporter Jake Conley and Tech Editor Dan Howley join Julie Hyman on Morning Brief to discuss the state of consumer prices on the heels of the Consumer Price Index print released today. Prices rose 0.1% month over month and 3.4% …

FlightAware Quickly Drops Lawsuit Against Kalshi

FlightAware Quickly Drops Lawsuit Against Kalshi FlightAware has dropped its lawsuit against Kalshi one day after filing the legal action. FlightAware, which is the world's largest flight-tracking platform, voluntarily dismissed its legal action in U.S. District Court on Aug. 11. FlightAware had sued Kalshi …

Nvidia Will Be The World’s First $10 Trillion Company

AI is the most important tech advance in human history, and perhaps the greatest investment of all time. One only has to talk to the hundreds of millions of people who use it (or perhaps billions) and the army of companies around the world …

Goldman Sachs Buys Neos for $2.25B in ETF Push

Goldman Sachs is set to acquire Neos Investments for up to $2.25 billion in a cash-and-equity deal, significantly expanding its presence in the actively managed exchange-traded fund (ETF) market. This acquisition will add Neos's options-based income ETFs, which command approximately $32 billion in assets, …

$MARA Holdings (MARA.US)$

A user on the moomoo community platform commented on MARA Holdings (MARA.US), labeling it as "dangerous." This brief post received some views and interactions within the platform's community feed.

Goldman Sachs (GS) Agrees $2.25 Billion ETF Acquisition

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Goldman Sachs Group (NYSE: GS) agreed to acquire ETF provider NEOS Investments for US$2.25b in a deal focused on options-based income products. The …

Marex Group Limited 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:MRX) 2026-08-12

Marex Group Limited has published its slide deck in conjunction with its Q2 2026 earnings call. The presentation provides details on the company's financial results for the quarter. This release was prepared by SA Transcripts, which covers numerous earnings calls.

Goldman Sachs to Acquire ETF Provider Neos in $2.3B Deal

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. (Bloomberg) -- Goldman Sachs Group Inc. will pay as much as $2.25 billion to buy Neos Investments, expanding its asset manager's reach in the actively managed exchange-traded fund market. The …

Bank of America's Cybersecurity Investment: A Strategic Move

Bank of America BAC has been seeking to sharpen its cybersecurity capabilities, as evident from its planned acquisition of U.K.-based information-security specialist MDSec Consulting Limited. The deal, expected to close in the fourth quarter of 2026 and subject to regulatory approvals, will bring roughly …