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CPI Inflation Data May Keep Fed Rate Hikes On Hold (Live Coverage)

Consumer price index inflation data, out at 8:30 a.m. ET, may further dampen odds of a Federal Reserve rate hike in September following Friday's weak July jobs reports. S&P 500 futures are slightly higher ahead of the CPI inflation report, holding just off record highs despite inching lower on Monday and Tuesday. Wall Street expects the overall CPI to rise 0.1%, lowering the 12-month headline inflation rate to 3.4% from 3.5%, according to the Econoday consensus forecast. Continue Reading

Forget big tech: the real AI money is in plumbing

Host Kenny Polcari joins Yahoo Finance's Jared Blikre and Founder ETFs' Michael Monaghan to explore the data showing why founder-led companies significantly outperform the market. The panel also breaks down the flawless execution of the SpaceX IPO, the overlooked opportunities in AI infrastructure, and why the next major productivity boom will mirror the historical shift from steam to electricity. Video Transcript 0:04 spk_0 Welcome to Trader Talk. I'm Kenny Pilcari, your host, and today I am joined by Jared Blicky, who's the Yahoo Finance markets and data editor, along with Michael Monahan, who is a partner and portfolio manager at Founder ETFs and the Founder 100 ETF which I thinkIt is a fascinating product. So we're gonna talk about that. Actually, I want to kick that off and talk about that specifically because I think that's a great concept. So, tell the audience a little bit what you mean by the Founder 100. 0:31 spk_1 With the Founder100, we have a portfolio of what we believe to be the 100 best founder-led companies in the US stock market.The reason we chose to do that, we looked at historical data that said that founder-led companies tend to outperform by 3 times versus a board hired CEO. 0:47 spk_0 So give me a couple of examples just so people understand what we're talking about. A couple of companies. 0:51 spk_1 Yeah, so our stump speeches, we own Nvidia but not Intel. We own Dell but not Apple. We own Capital One, not American Express.We own Monster Beverage, not Coca-Cola. 1:01 spk_2 So in these, in these companies, uh, a lot of these founders, so there's a complaint that the super voting shares that they have are actually a detriment to shareholders, but you're kind of positioned the opposite way. You're like, these companies we want to invest in because the founders have a bigger stake. 1:17 spk_1 Yeah, we, we, we've looked at that and that seems to be an emotional statement that people make, but the data doesn't show that. The data shows that the super voting founders outperform. 1:26 spk_0 Well, because they have so much skin in the game, right? So they wanna, I would imagine that they'd want to outperform. So how long is this, your ETF been existed? 1:34 spk_1 So we launched the product December 18th of last year. There's a companion index on Bloomberg that looks, that you can look up under founders that has a 27 year track record. 1:44 spk_0 And so how's you, how have you been performing? 1:47 spk_1 So we went through this apocalypse and uh we did a drawdown then and that's one thing we should talk about is where the drawdowns do and don't happen in these products. But ever since the war, uh, started in late February, we've outperformed the S&P 500 in the war backdrop. 2:02 spk_0 Ithink that's great. I think it's really fascinating. I want to talk more about that, but we have so much other, so much other stuff that I want to get to. And so let's just talk about, we're talking about founders, we're talking about growth. Um, where do we think the next kind of wave?I mean, right now we're in the middle of this AI revolution, which I think is still very much in the early stages. I don't think there's anywhere near being over yet. But talk about, you know, either within that tech space, adjacent tech space, adjacent to the tech spaces, where do we see the growth coming from or where are you seeing it coming from? 2:30 spk_2 So, the products that we use every day, that's not where the, uh, profits are coming from. That's where a lot of the growth is coming from. But, you know, OpenAI, that, that IPO.It's a big question mark right now because he wants a billion dollars or $1 trillion dollar valuation. That's gonna be hard to do. But the further you move away from the AI user, you get from, you know, the data centers to the chips and all the way to electrical and power, that's where the most profits are right now. Right? And 2:55 spk_0 I think that's actually maybe one that's less understood by a lot of the investi

Amid Polycom's 2026 End-of-Life Shift and Cisco's Hardware Upgrades, New Patent Landscape Report Identifies Key IP Holdings in the Video Conferencing Market

Company Logo Amid a wave of technological shifts in 2026 including Cisco's rollout of Webex AI Agents, Microsoft Teams' enterprise security overhauls, Apple's iOS 26 FaceTime enhancements, and major hardware transitions away from legacy Polycom platforms—this comprehensive IP study analyzes the foundational patent portfolios of tech giants like Tencent, Samsung, and Qualcomm. The report provides critical intelligence on R&D trends, patent filings, and the strategic positioning of key market players. Dublin, Aug. 12, 2026 (GLOBE NEWSWIRE) -- The "Video Conferencing" has been added to ResearchAndMarkets.com's offering. Video Conferencing Patent Landscape Report: Global Innovation, Competitive Intelligence, and Technology Trends, 2010-2023 The Video Conferencing Patent Landscape Report delivers a comprehensive analysis of 30,286 patents filed across major global jurisdictions between 2010 and 2023. Drawing on international patent filings, the report examines innovation in video conferencing systems, real-time meetings, remote communication, digital collaboration, image and audio transmission, enterprise communications, user-interface interaction, video processing, and network-based conferencing. By combining quantitative patent data with artificial intelligence, natural language processing, topic modeling, patent clustering, descriptive statistics, and International Patent Classification analysis, the report provides a structured view of the global video conferencing technology landscape. It enables organizations to evaluate patent activity, competitive positioning, market coverage, emerging technologies, and potential innovation opportunities across video coding and decoding, image processing, audio processing, communication networks, conferencing devices, digital data transmission, and real-time collaboration platforms. The report is organized into four primary areas: Landscape Overview, Market and Competitor Analysis, Technology Analysis, and Key Players' Patent Profiles. These sections support strategic decision-making in research and development, new product development, technology licensing, investment, collaboration, mergers and acquisitions, intellectual property strategy, and market entry. Video Conferencing Patent Landscape Overview The landscape overview tracks global video conferencing patent activity from 2010 through 2023. The analyzed portfolio includes 19,001 active patents, 6,266 pending applications, and 4,924 patents identified as inactive, discontinued, or expired. Patent activity peaked in 2022, and more than 70% of the identified patents were registered from 2015 onward, demonstrating sustained innovation and commercial interest in digital communication technologies. Story Continues The United States leads global video conferencing patent registrations, followed by Europe. China and other jurisdictions also contribute to the international patent landscape, although at lower levels. These findings reinforce the United States' prominent position in video conferencing innovation while highlighting continued international investment in remote collaboration, communications software, networking infrastructure, and connected-device technologies. Market and Competitor Analysis The market analysis examines patent coverage, leading applicants, portfolio owners, highly cited organizations, collaboration networks, filing activity, and pending applications. Apple Inc. leads identified patent applications with 3,591 patents, followed by Tencent America with 2,288, Cisco Technologies with 898, Microsoft Technology Licensing with 590, and Polycom Inc. with 518. Other prominent applicants include Samsung Electronics, Genesys Telecommunications, Avaya, Qualcomm, and Capital One Services. Apple holds the largest patent portfolio in the analyzed landscape, followed by Tencent and Microsoft. It also leads among highly cited applicants with 64,183 citations, ahead of Osterhout Group and SkyBell Technologies. The analysis connects

Norway $2.3 Trillion Fund Posts Best Quarter Since 2020

(Bloomberg) -- Norway's sovereign wealth fund, the world's largest, reported its best quarterly return in six years, helped by gains from its large holdings in global technology companies. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Pakistan Says Deal Is Close Even as Iran, US Harden Stances Apple's Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027 Air India Pilot Tests Positive for Drugs After Mid-Air Drop The $2.3 trillion fund, managed by Norges Bank Investment Management, returned 11.5% in the second quarter, according to a statement Wednesday. It was the best result since the second quarter of 2020. Equity investments drove the gains, with 16% return, while fixed income contributed 1.1%. Unlisted real estate and infrastructure investments both returned 1.8% in the quarter. "The result is driven by good returns in the equity market, particularly from Asian technology stocks," Chief Executive Officer Nicolai Tangen said. The fund owns about 1.5% of all listed stocks globally and has become one of the world's biggest investors in artificial intelligence-linked companies. Nvidia Corp. remained the fund's biggest holding as of the end of the first half, followed by Microsoft Corp. and Apple Inc. The first-half return was 9.4%, beating the fund's benchmark index by 22 basis points. The first-half performance, driven by telecommunications, technology and energy, follows a 15.1% return in 2025. Tech stocks, led by AI-related companies, were also the biggest driver of those gains. The fund is mandated by Norway's Finance Ministry to closely track a benchmark index, with only limited scope to deviate through active management. Most of its performance therefore reflects movements in global equity and bond markets rather than discretionary stock picking. The results come as the fund remains at the center of a domestic political debate over its ethical guidelines and its investments in companies involved in Israel's war in Gaza. Norway's parliament last year ordered a review of the ethical guidelines governing the sovereign wealth fund, temporarily suspending company exclusions while a committee examines whether the rules should be changed. The review, requested by Finance Minister Jens Stoltenberg, is due to conclude by Oct. 15. NBIM has also expanded its own use of artificial intelligence internally, deploying large language models to screen newly added portfolio companies for governance, corruption and human-rights risks, to complement traditional monitoring. Story Continues --With assistance from Anton Wilen and Veronica Ek. Most Read from Bloomberg Businessweek Supercharged by Social Media, the GLP-1 Boom Is Warping Teen Psyches ICE Arrests Are Pushing Immigrant Families Deeper Into Poverty Lululemon Is At War With Itself With EV Sales Slowing, Hybrid Cars Are Hot Again Canada Stares Down 'Quebexit' Risk ©2026 Bloomberg L.P. View Comments

Nvidia Partner Hon Hai’s Profit Beats on Sustained AI Spending

(Bloomberg) -- Hon Hai Precision Industry Co. reported a better-than-expected increase in quarterly profit, signaling robust global demand for AI hardware. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Pakistan Says Deal Is Close Even as Iran, US Harden Stances Apple's Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027 Air India Pilot Tests Positive for Drugs After Mid-Air Drop Net income for the three months ended in June grew 35% to NT$60 billion ($1.9 billion), versus the average analyst projection of NT$58.4 billion. The company previously reported a 40% rise in quarterly sales. Revenue in July jumped 54.2% to NT$946.5 billion. Analysts on average are looking for a 32% increase in sales in the current quarter. The Taiwanese company's performance has become a key gauge for global AI demand thanks to its role as a major server production partner for Nvidia Corp., whose chips have become the gold standard for the vast majority of data centers. Hon Hai, also known as Foxconn, is further benefiting from Apple Inc.'s sustained growth in the smartphone market. The Taiwanese company remains the primary iPhone manufacturer with handset assembly facilities in both China and India. Hon Hai has said that shipments of AI racks are expected to maintain their momentum in the current quarter, while demand for information and communications technology products is entering peak season. What Bloomberg Intelligence Says Hon Hai's 54% July revenue surging to a record NT$946.5 billion shows momentum is broadening beyond AI and bolsters consensus expectations of over 30% sales growth in 3Q. While the jump was led by cloud and networking on strong AI-rack demand, growth was robust for consumer electronics and computing, supported by seasonal order momentum and higher selling prices for new iPhones and computing products. Click here for the research. -Steven Tseng and Rebecca Wang, analysts Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Amazon.com Inc. — the four largest players in the data center race — have pledged nearly $2.4 trillion in AI-related spending over the coming years. That's as questions about how to monetize the technology persist alongside warnings about overcapacity and growing corporate debt. Such fears fueled a tech stock rout in July. This week, strong earnings and bullish forecasts from server maker Super Micro Computer Inc. and AI computing resource provider CoreWeave Inc. have helped ease some of the concerns. Story Continues Most Read from Bloomberg Businessweek Supercharged by Social Media, the GLP-1 Boom Is Warping Teen Psyches ICE Arrests Are Pushing Immigrant Families Deeper Into Poverty Lululemon Is At War With Itself With EV Sales Slowing, Hybrid Cars Are Hot Again Canada Stares Down 'Quebexit' Risk ©2026 Bloomberg L.P. View Comments

Taiwan's Foxconn reports 35% rise in Q2 profit on AI demand, beats forecasts

TAIPEI, Aug 12 (Reuters) - Taiwan's Foxconn, ‌the world's largest ‌contract electronics maker, reported ​on Wednesday a 35% rise in second-quarter profit, ‌beating ⁠analyst forecasts, on continued strong ⁠demand for AI. Net profit for ​the April ​to ​June period ‌for Nvidia's biggest server maker and Apple's top iPhone assembler was T$59.97 ‌billion, versus ​an ​LSEG ​consensus estimate ‌of T$58.8 billion ​and ​compared with T$44.4 billion a ​year ‌earlier. (Reporting by Ben Blanchard; ​Editing by ​Christian Schmollinger) View Comments

Helfie AI Appoints Heavyweight Tech and Governance Leaders to its Board of Directors

Former Apple and Airbnb executive Patrick Gates and ex-Meta executive Sunita Parasuraman join as Non-Executive Directors, strengthening Helfie's technology and governance. MELBOURNE, Australia, Aug. 12, 2026 /PRNewswire/ -- Helfie AI ("Helfie"), an AI-powered preventative network transforming global healthcare via mobile, today announced the appointment of Patrick Gates and Sunita Parasuraman as Non-Executive Directors.Patrick Gates and Sunita Parasuraman, Non-Executive Directors, Helfie AI Patrick Gates brings more than three decades of engineering and technology leadership, including 14 years at Apple, where he helped build iCloud, FaceTime, iMessage, and the iTunes Store. He later served as CTO of AI hardware startup Humane before joining Airbnb as Vice President and Technical Fellow, leading AI-driven product updates. Sunita Parasuraman has over 25 years of industry experience including at Apple, Genentech, VMware, and Meta, where she spent 12 years, including as Global Head of Treasury, building its global treasury organisation and overseeing the reserve backing Meta's Libra/Diem stablecoin initiative. She later became Meta's Head of Investments and New Product Experimentation, and now serves on the boards of IREN Limited, The Baldwin Insurance Group, and BitGo Holdings. Tony De Fougerolles, Chairman, Helfie AI says: "Patrick and Sunita join Helfie at an exciting time. Patrick has built infrastructure serving hundreds of millions at Apple and led AI transformation at global scale. Sunita has navigated technology, governance, and regulation at the highest levels. Together, they strengthen our Board and our mission to bring accessible preventative healthcare to everyone." Patrick Gates, Non-Executive Director, Helfie AI added: "Helfie is building something genuinely important. I'm excited to help the team navigate the infrastructure and scale challenges that come with building a global health network." Sunita Parasuraman, Non-Executive Director, Helfie AI said: "Helfie's accessible, intelligent preventative health tools could improve living standards worldwide. I look forward to bringing my experience in technology governance and responsible scaling to Helfie's growth." ABOUT HELFIE AI Helfie AI is a global human health platform for early detection, proactive prevention, and optimised wellbeing for 8 billion+ humans. The science-backed, AI-powered platform provides 30+ instant and affordable health checks via smartphone, combined with powerful medical insights, data ownership, and universal access. Helfie AI works with governments and businesses worldwide to make preventative health accessible to everyone. More details at www.helfie.aiHelfie AI View Comments

Amazon.com, Inc. (AMZN) vs. Apple Inc. (AAPL): Hedge Funds Favor One over the Other

She Spent $200 to Start a Side Hustle From Her Closet While Working at NASA. It Now Outearns Her Six-Figure Salary

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Many people dream about finding a second source of income that could one day match their regular paycheck. For one NASA engineer, that journey began with just $200, a guest bedroom closet and a simple goal of earning a little extra spending money. Four years later, the side hustle has grown into a business that now brings in more than $32,000 a month, according to CNBC. Don't Miss: Deloitte's #1 Fastest-Growing Software Company Lets Users Earn Money Just by Scrolling — Investors Can Still Get In at $0.52/Share AI Robots Have Already Fried More Than 5 Million Baskets Of Food. Everyday Investors Can Still Buy Into The Company Behind Them. A $200 Investment Turned Into a Six-Figure Business Eryn Andrews, 41, has worked at NASA's Johnson Space Center in Houston since 2008 as a human performance engineer, helping researchers understand how astronauts move and work in spacesuits. Outside office hours, she records voiceovers for corporate announcements, training videos and phone systems from a homemade recording booth in her closet. Andrews told CNBC that she started her side hustle in 2022 after becoming a newly divorced single mother. She wanted to earn an extra $200 a month so she could take her daughter out for ice cream or a trip to the children's museum without worrying about the cost. Andrews spent about $200 on a voiceover class, a microphone and basic soundproofing materials before creating a profile on Fiverr. With no experience, she accepted lower-paying jobs to build a portfolio and earned about $1,000 in her first month. The business eventually became much more than a way to earn extra spending money. "To have a second income stream that, at this point, has far surpassed my main salary in a completely different industry, really give[s] me some breathing room," Andrews told CNBC. Trending: A Whole Foods-Anchored Mixed-Use Development Is Rising In Northern Colorado. Accredited Investors Can Learn More Here. Today, Andrews works with clients including Apple (NASDAQ:AAPL), Coca-Cola (NYSE:KO), PetSmart and the University of Mississippi. CNBC reported that she has already earned more than $227,000 this year, with the business averaging over $32,000 per month. Her voiceover income first surpassed her six-figure NASA salary during the summer of 2025. "I'm probably the most relaxed I've ever been in my adult life," she told CNBC. "I don't have to count every penny." A voiceover side hustle is great, but it's not for everyone. However, what worked and still works for many people is building long-term wealth through real estate investing alongside their regular jobs. If you're looking for a way to follow a similar path without managing properties yourself, Arrived lets you buy fractional shares in professionally selected rental homes. Story Continues The company handles everything from renovations and tenant interactions to maintenance, while aiming to generate rental income and long-term appreciation. You can earn monthly dividends without becoming hands-on landlords. Start investing in real estate through Arrived with just a few clicks and let the company handle the rest. See Also: The AI Boom Needs More Than Chips. Explore The Infrastructure Company Building For The Next Wave Of Compute Demand. She Plans To Keep Both Careers Despite the success of her business, Andrews has no plans to leave NASA. She enjoys the stability and purpose of her engineering career while continuing to grow her creative work on the side. Most of her clients still find her through Fiverr, although she also receives bookings through referrals and her own website. She has steadily increased her rates over the years and says she now will not even switch on her computer for less than $200. Andrews believes clients increasingly value authentic human voices as AI-generated voices become more common. "I think a lot of people are craving the authenticity of a re

Nvidia Rises Amid Massive Wall Street Partnership; Is Nvidia A Buy Now?

Nvidia rises in a base on Tuesday after the company announced a partnership with large investment banks to raise $500 billion. Continue Reading

TSMC's July Revenues Soar: How Should You Play the Stock Now?

Taiwan Semiconductor Manufacturing Company TSM, or TSMC, released its July 2026 revenue report yesterday. Last month, revenues jumped 44.7% year over year to NT$ (New Taiwan Dollar) 467.58 billion, up 5.6% sequentially. Through the first seven months of 2026, revenues totaled NT$2.87 trillion, increasing 37% compared with the same period in 2025. As the world's largest semiconductor foundry, TSMC manufactures computer chips for major technology players, including Apple, NVIDIA and Broadcom, based on their proprietary designs. The July results extend the company's strong second-quarter performance, wherein revenues came in at $40.2 billion, up 33.7% year over year, driven by continued demand for leading-edge process technologies. Adjusted earnings per share (EPS) climbed 74.5% year over year to $4.31, growing faster than revenues. TSMC is also working to increase wafer output and optimize capacity across nodes in its fab operations to boost profitability. TSM Stock Price Performance Over the past 12 months, TSMC has surged 71.7%, slightly trailing the industry's 71.9% growth. However, the stock has comfortably surpassed the sector's 29.6% gain and the S&P 500 composite's 22.7% rise. TSMC has also delivered stronger returns than its peers GlobalFoundries GFS and NXP Semiconductors N.V. NXPI, which have returned 53.4% and 6.1%, respectively, during the same period.Zacks Investment Research Image Source: Zacks Investment Research Factors Working in TSMC's Favor AI Demand Remains Robust: TSMC is highly optimistic regarding the multi-year artificial intelligence (AI) megatrend since demand for leading-edge silicon is supported by the growing need for computing power. The company's customers, including cloud service providers, are also showing strong demand signals and a positive outlook. The rise of Agentic AI is driving greater CPU use in AI data centers, adding to demand for silicon beyond AI accelerators. TSMC expects to benefit from this shift regardless of which CPU approach gains traction, whether it is x86, ARM-based or RISC-V architecture, as these companies are among its clients. Backed by its technology advantages and broad customer base, management raised its 2026 revenue growth forecast to slightly above 40% in U.S. dollar terms, up from its previous expectation of more than 30%. N2 Ramp-Up Gains Momentum: TSMC's 2-nanometer (N2) technology entered high-volume manufacturing in the fourth quarter of 2025 with good yield and is progressing in multiple phases at its Hsinchu and Kaohsiung sites. The ramp-up is supported by strong demand from smartphone and high-performance computing (HPC) AI applications. The company expects the N2 family to become another large and long-lasting process node, supported by continued enhancements such as N2 Nanosheet Plus ("N2P") and A16. Story Continues N3 Capacity Expansion:TSMC is executing a global capacity expansion plan to support robust multiyear demand for 3-nanometer (N3) technologies used by smartphone, high-performance computing (HPC), AI, including HBM-based dies, automotive and Internet of Things (IoT) customers. TSMC plans to add three N3 fabs in Taiwan, Arizona and Japan to support the robust multiyear demand pipeline for N3 technologies. In addition to the new fabs, the company continues to convert 5-nanometer (N5) tools to support N3 capacity in Taiwan. The company is also working to optimize capacity across nodes, including flexible capacity support among 7-Nanometer (N7), N5 and N3 nodes. Dividend Growth Continues:TSMC remains committed to a sustainable increase in its cash dividend per share on both an annual and quarterly basis. The company paid TWD 467 billion in cash dividends in 2025, 28.6% more than a year earlier, bringing the total dividend to TWD 18 per share. For 2026, TSMC expects shareholders to receive TWD 24 per share, a 33% year-over-year increase and anticipates further growth in its cash dividend per share in 2027. TSM: Estimates Show Upward Momentum The Zac

Klarna Group (KLAR) Will Provide Leasing For A New US Device Upgrade Program

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Klarna Group (NYSE:KLAR) is providing the leasing and financing backbone for Apple's new Apple Upgrade program in the United States. The partnership integrates Klarna into one of Apple's core hardware ownership offerings, expanding Klarna's exposure to US Apple customers. The role places Klarna more directly in consumer electronics financing beyond its existing buy now, pay later services. This kind of tie up is only one way to gain exposure to stable consumer themes. It can be useful to compare Klarna with a broader group of resilient stocks highlighted in 83 resilient stocks with low risk scores.NYSE:KLAR Earnings & Revenue Growth as at Aug 2026 Klarna Group operates as a digital bank and flexible payments provider across the US and several international markets, so its role in the Apple Upgrade program fits directly within its core focus on consumer financing. With a market cap of about US$7.5b, Klarna sits among established diversified financial companies that connect retailers and consumers through tailored payment solutions. 2 things going right for Klarna Group that this headline doesn't cover. What Klarna Group's Apple Upgrade role signals for its payments Narrative This Apple Upgrade role plugs directly into a key Klarna Group catalyst from the Narrative: deeper integration with large payment partners and retailers that can steer more volume through its platform. Being the leasing provider behind a core Apple hardware program in the U.S. aligns with the theme of winning access to high value checkout flows through global partners and supports the idea of Klarna becoming a default option in everyday spending. At the same time, it puts more focus on the risk around credit quality and provisioning in fair financing, since device leasing adds another stream of consumer credit Klarna needs to price and manage carefully. If we take a look at the community Narrative for Klarna Group, we can see how this news fits into the bigger investment story. From here, one practical signpost is Klarna Group's reported gross merchandise volume and Fair Financing credit metrics over upcoming results, especially any disclosure on Apple Upgrade volumes and associated credit loss trends through 2027. These datapoints will help you judge whether new partner programs like Apple Upgrade are feeding into the sustained GMV and revenue growth that the Narrative assumes, without putting undue strain on Klarna's funding costs or provisioning levels as its on balance sheet lending mix evolves. Story Continues For the full picture including more risks and rewards, check out the complete Klarna Group analysis. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include KLAR. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

CoreWeave’s Forecast Is Key to Stopping Another Earnings Selloff

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider's earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Nvidia Taps Wall Street for $500 Billion Funding Commitment Trump Makes Sweeping New Demands on Iran as Deal Hopes Dim Stocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets Wrap Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' The problem is, quarterly results tend to bring out the worst in the stock, which has fallen after each of the company's last five earnings reports, according to data compiled by Bloomberg. "It almost doesn't matter what they say on their earnings," said Willy Lee, principal at venture firm Neostellar, which has held shares of CoreWeave since before its initial public offering. "The market's still I think locked in on pieces of their earnings where I'm not sure if people fully understand parts of the story, and I think it's just taken time for people to digest." It's been a rocky ride in the stock market for CoreWeave, which rents cloud-computing power for artificial intelligence, since going public in March 2025. The shares have been whip-lashed by the expiration of early investor lockups and shifting sentiment surrounding AI. They more than tripled in their first few months of trading, gave back a good chunk of that gain over the next few months, and have flipped between periods of steep gains and sharp losses ever since. Through it all, the stock is up 120% since the IPO and 23% this year. However it's still down 41% from the all-time high it hit almost exactly a year ago. The latest downturn started in May after the company's first-quarter earnings report featured a disappointing forecast that sparked concerns about slowing growth. The stock plunged 56% from a high in May to a low in July. But it has recovered almost half that loss, with a 21% jump in a single session after CoreWeave and Leidos Holdings Inc. announced they were developing AI cloud services for US defense and intelligence operations, followed by last week's 26% gain, its best performance in over a year. After all that, the company's earnings will offer a clearer view of where CoreWeave stands at this critical juncture. The company has been spending to build more data center capacity, and it has said that the benefits of those investments should start showing up in the second half of this year, making management's forward guidance even more crucial than they've ever been. Story Continues "It's great if you can bring on capacity, but you have to make money from that," said BNP Paribas analyst Stefan Slowinski, who has an outperform rating on the stock. "The risk is if they're cautious on that Q3 guidance on the operating profits, then it may not answer those concerns people have. And if all of that has to come in the fourth quarter, then just like with any stock it creates risk if you're sort of putting all of your eggs into the Q4 basket." Wall Street expects the Livingston, New Jersey-based company to report a 111% rise in second-quarter revenue to $2.6 billion, and an adjusted net loss of $649 million compared with $131 million a year ago. Analysts have grown increasingly skeptical about this report, raising their projections for CoreWeave's adjusted loss by 8.4% in the last month and 18% over the last three months. CoreWeave also is expected to post an adjusted operating margin of 2.9% in the second quarter. The figure will be key for investors after falling to about 1% in the first quarter. "I'm hoping that that margin was the low that we'll see for the year, and that when they report this quarter, it'll be up from the March trough and they guide to increases each and every quarter in margin," said Paul Meeks of Freedom Capital Markets. "That'll make me feel that the ding in short term property profitability

Dow Jones Futures: Trump Claims 'Control' Of Strait Of Hormuz; SpaceX Rival Rocket Lab Dives On Earnings

Dow Jones Futures: Trump claimed "control" of the Strait of Hormuz. SpaceX rival Rocket Lab tumbled on earnings late. Continue Reading

World-First Work From Home Laws Delayed After Business Outcry

(Bloomberg) -- The Australian state of Victoria has postponed world-leading working from home laws less than a month before they were due to start, following fierce opposition from business groups and calls for more consultation. Most Read from Bloomberg China Unleashes $28 Trillion Capital Markets to Challenge US in AI Stocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets Wrap Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' Nvidia Taps Wall Street for $500 Billion Funding Commitment GameStop's Ryan Cohen Weighs Pulling $56 Billion EBay Offer The proposed laws would give eligible workers the right to work from home two days a week and were due to take effect Sept. 1. New Premier Ben Carroll has delayed their introduction until July 2027, as his Labor government prepares for a November election in which it faces its toughest challenge in years from conservative and right-wing rivals. "I want to be very clear – I support work from home, I support flexible work. It is good for working families," Carroll told reporters in Melbourne on Tuesday. "Equally though, we need to make sure that our economy, everyone, knows it's a partnership between working families and the business community and the government." Carroll, who replaced Jacinta Allan as the state's leader last month, said he still intended to pass the legislation before the election while continuing consultations with the business community. Listen and follow The Bloomberg Australia Podcast on Apple, Spotify, YouTube or wherever you get your podcasts. The Victorian Chamber of Commerce and Industry pushed back against the original proposal, warning the laws would increase costs, damage hiring, and push jobs and investment interstate. The Council of Small Business Organisations Australia said the proposed changes would have burdened small businesses with more compliance. Melbourne has struggled to lure workers back to the office since enduring one of the world's longest lockdowns during the Covid-19 pandemic. The city, home to miners BHP Group and Rio Tinto Group and lenders National Australia Bank Ltd. and ANZ Group Holdings Ltd., has the highest office vacancy rate of any Australian capital. Victoria also has the largest debt burden of any Australian state, according to S&P Global Ratings, after years of heavy spending on major infrastructure projects. Most Read from Bloomberg Businessweek Lululemon Is At War With Itself Supercharged by Social Media, the GLP-1 Boom Is Warping Teen Psyches Canada Stares Down 'Quebexit' Risk How Apple and India Built an Alternative iPhone Production Hub The $5 Billion Cosmetics Company Behind the High-Flying Rhode Brand ©2026 Bloomberg L.P. View Comments

Dow Jones Futures: Surging Oil Prices Spark Stock Market Losses; SpaceX Rival Rocket Lab Slides On Earnings

Dow Jones Futures: Surging oil prices sparked stock market losses Monday. SpaceX rival Rocket Lab tumbled on earnings late. Continue Reading

Micron Stock Rises Despite Reported Apple Supplier Threat

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU), the memory-chip giant sitting squarely in the middle of the AI spending boom, has its shares gained roughly 1.8% Monday morning. Investors also had a new risk to digest. Barron's reported that Apple (NASDAQ:AAPL) is testing memory from China's CXMT for devices sold in China, potentially opening another door for the fast-growing Chinese chipmaker. But testing is not an order. Any deal would still face U.S. government scrutiny, and Apple has not publicly confirmed one. For Micron, the immediate story remains much bigger: AI demand is running hot. Warning! GuruFocus has detected 3 Warning Signs with MU. Is MU fairly valued? Test your thesis with our free DCF calculator. The numbers are enormous. Micron generated $41.46 billion in quarterly revenue, up from $23.86 billion sequentially and only $9.30 billion a year earlier. Data-center revenue alone blew past $25 billion as AI servers swallowed increasingly large amounts of advanced memory. Operating cash flow hit $25.39 billion. Even better, management is pushing multiyear customer agreements that could lock in demand and make future revenue less hostage to the memory industry's notorious boom-and-bust cycle. CXMT may be coming. But Micron is not standing still while it arrives.Micron Stock Rises Despite Reported Apple Supplier Threat·us.finance.gurufocus Here is the catch: investors are already paying like this AI supercycle has plenty of runway left. GuruFocus puts Micron at $872.10 against a GF Value estimate of just $434.54, meaning the stock trades 100.69% above that benchmark. That is a monster premium. It does not kill the bull case, but it raises the bar dramatically. Micron now needs AI demand, pricing power and margins to keep delivering while Chinese competition grows in the background. At this valuation, great results may no longer be enough. Micron needs great results to keep getting better. View Comments

AI Spending Boom Isn’t Boosting Profit Margins—at Least Not Yet

Economist Torsten Sløk points out that the AI capex boom is lifting profit margins for the Mag Seven, but not other companies. Continue Reading

Microsoft to Boost AI Chip Production, Information Says

Microsoft is planning to "significantly" increase production of its next-generation AI chips, the Information reported. Bloomberg's Anurag Rana joins Bloomberg Intelligence to discuss this as well as how Apple is considering an overhaul to its smartwatch lineup in light of the industry's transition to screen-free devices and other new form factors. View Comments

‘Massive Upgrade Cycle’ Coming – Ignore Memory Costs Panic and Buy Apple (AAPL)?

Apple (NASDAQ:AAPL) shares are in the red today amid reports that rising memory costs could result in higher prices for the iPhone 18, while a Jefferies report indicated disappointing prospects for an all-glass iPhone. However, Gene Munster, managing partner at Deepwater Asset Management, said in a recent program on CNBC that he still feels good about Apple and remains bullish on the stock. Munster believes a potential increase in iPhone prices could actually help boost Apple's revenue growth, with limited impact on demand. At the core of his argument is his expectation of a strong upgrade cycle for Apple's iPhone business, which he believes could drive higher sales over the next several quarters. He also sees a broader consumer hardware upgrade cycle driven by personalized AI beginning around 2027, which he believes could create another major growth opportunity for Apple. "There's going to be a massive upgrade cycle around consumer hardware," Munster said. "That's probably going to start 27 mid to late 27 and probably go for a few years. And that's based on personalized AI. That's going to do inference on device that's going to benefit Apple, that's going to benefit other hardware makers. And so when you put this together, I think shares are undervalued. And I think we're going to see a strong next 12 months." Not all is good for Apple. The stock trades at around 35x forward earnings while growth is decelerating. Revenue growth is expected to fall back to single digits in FY27 once the current upgrade cycle matures. Q4 guidance already shows the slowdown starting, with revenue growth of 9% to 11% versus 16% in Q3. That makes Apple the slowest grower in the Magnificent Seven outside Tesla, yet it trades at the highest multiple. Meta grows over 20% at roughly 19x forward earnings. Alphabet trades at 18x. Amazon at 23x. Microsoft at 25x. Apple is at 35x. Apple is losing the AI race and outsourcing its way through it. The new Siri runs on Google's Gemini model. Apple reportedly pays around $1 billion a year for it. Microsoft, Alphabet, and Amazon have ways to monetize their cloud platforms. Apple is renting intelligence from a direct competitor and has no clear way to make money off it. Photo by AlphaTradeZone Apple's reliance on iPhone revenue remains its biggest weak point. The iPhone still brings in close to half of all sales. The rest of the hardware lineup isn't showing strong growth. Mac makes up 9.5% of sales and has grown just 3.3% a year over five years, with roughly no growth in the past twelve months. iPad is 5.5% of sales and still sells less than it did before COVID. Wearables, home, and accessories account for just over 7% of sales and are up only 2% this year, after a first quarter that fell 2.2%. So if iPhone demand slows, no other hardware category is big enough or growing fast enough to cover the gap. Story Continues While we acknowledge the risk and potential of AAPL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AAPL and that has 10,000% upside potential, check out our report about the cheapest AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. Disclosure: None. Follow Insider Monkey on Google News. View Comments