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Cerebras Systems Reports Solid Earnings. The Stock Is Plunging.

Cerebras Systems stock has had a wild ride in a crowded field. Its stock was down despite a strong earnings report. Continue Reading

EarningsEarnings Report

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12 Aug 2026 21:20

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Expert urges investors to spread bets across the 'AI universe'

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12 Aug 2026 21:14

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Rocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most Wealthiest People in the World Are Going After That’

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Monday, Rocket Lab Corp. CEO Peter Beck said the company's planned $8 billion acquisition of Iridium Communications Inc. is opening a new space-services opportunity — one that largely steers clear of the consumer broadband market dominated by Space Exploration Technologies Corp CEO Elon Musk's Starlink and Jeff Bezos' Amazon.com Inc.Leo. Rocket Lab Is Taking a Different Route From Starlink Speaking during Rocket Lab's second-quarter earnings call, Beck was asked whether Iridium's network cou

Consensus EstimateDefenseEarningsIotM ASatellite

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12 Aug 2026 19:31

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Amazon (AMZN) Is Powering OpenAI’s Cyber Models, So Why Is The Stock So Cheap?

Amazon (NASDAQ:AMZN) just gave security teams a fresh reason to watch its cloud business. On August 11, two specialized cybersecurity models from OpenAI, Daybreak Red and Daybreak Blue, went live on Amazon Bedrock for eligible customers, and AWS's own security teams are already using them to find and fix vulnerabilities faster. It's the latest step in a partnership that keeps expanding, and it lands just as investors are debating whether Amazon's spending spree will pay off.Amazon (AMZN) Is Powering OpenAI's Cyber Models, So Why Is The Stock So Cheap? Bull Case: AWS Is Quietly Becoming An AI M

AICapital ExpenditureCloud ComputingDebtEarnings GrowthFinancial Results

Published

12 Aug 2026 17:56

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What Could Industry Rivals Mean For Trade Desk (TTD) Now?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. The Trade Desk (NasdaqGM:TTD) is facing rising competitive pressure as Amazon and Google roll out new advertising products that threaten its core demand-side platform model. Amazon is shifting ad tech services toward higher margin AWS infrastructure, working on AI driven advertising with Warner Bros. Discovery, and reviewing its DSP, which could reshape how brands buy digital ads. Google is developing a Buyer Direct program that would let advertisers pur

AI InfrastructureCompetitive PressureDigital AdvertisingNet Income

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12 Aug 2026 17:10

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Is Amazon (AMZN) a Solid Growth Stock? 3 Reasons to Think "Yes"

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss. However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the tra

EarningsEarnings EstimateEarnings GrowthGrowth RateGrowth Stocks

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12 Aug 2026 16:45

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Uber's AV Ambitions in London Receive a Boost: Here's How

Uber Technologies UBER and Wayve have moved closer to introducing autonomous rides in London after Transport for London (TfL) awarded Private Hire Vehicle licenses to several of Wayve's self-driving, all-electric Ford Mustang Mach-E vehicles. Equipped with the Wayve AI Driver as well as surrounding cameras and radar, the vehicles underwent inspections to verify compliance with TfL's safety and policy requirements. The approvals satisfy the vehicle component of the "triple-lock" requirement for Private Hire journeys, under which the operator, driver and vehicle must be licensed by the same auth

Autonomous VehiclesMobility PlatformPartnershipsRobotaxiValuation

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12 Aug 2026 15:30

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Amazon Raises 2026 AI Spending to $220B: Smart Bet or Riskier Trap?

Amazon AMZN has pushed its 2026 capital expenditure forecast to roughly $220 billion, up from the $200 billion guided earlier in the year, with the increase tied primarily to higher memory and component costs and continued build-out of AI and cloud infrastructure. The revised outlook, disclosed alongside second-quarter 2026 results, underscores how central artificial intelligence has become to Amazon's growth story, even as the bill for that ambition keeps climbing. The spending case is being backed by numbers that are hard to dismiss. AWS revenues rose 36.7% year over year in the second quart

AICapital ExpenditureCloud ComputingEarningsOperating IncomeRevenue Growth

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12 Aug 2026 15:02

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Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven't even opened yet, mostly AI data centers. Microsoft's own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn't Show Up on the Balance Sheet Yet These lease commitments are nearly four times the roughly $285 billion in lease liabilities the same companies have already recognized on their balance sheets. That gap exists because accounting

AIBalance SheetBig TechCloud ComputingFree Cash FlowFree Cash Flow

Published

12 Aug 2026 15:00

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Victory Marine Holdings’ DGBH Appoints Miles Bodie Director of E-Commerce to Lead Next Phase of GUTSI™ Omnichannel Growth

Victory Marine Holdings Corp. Proven marketplace and direct-to-consumer executive brings Amazon, Shopify, CRM, subscription and lifecycle-marketing experience as GUTSI™ expands across Amazon and Walmart Marketplace Appointment strengthens the digital-retail flywheel connecting marketplace data, direct consumer relationships and GDG's company-owned distribution platform. LOS ANGELES, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Victory Marine Holdings Corp. (OTC: VMHG), through its wholly owned operating subsidiary Dunn & Groux Beverage Holdings, Inc. ("DGBH"), today announced that Miles Bodie has joined

Digital RetailDirect To ConsumerE CommerceMarketplace ExpansionShareholder

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12 Aug 2026 12:30

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Nvidia Stock Rises as CEO Eases AI Debt Fears

Nvidia stock was rising in premarket trading Wednesday as fears over the company’s exposure to debt fueling the artificial intelligence boom eased. One factor depressing Nvidia stock in recent days has been nagging fears over the sustainability of debt to fund the buildout in AI. Hyperscalers such as Alphabet Amazon Meta and Microsoft —which provide the massive cloud computing and data infrastructure behind AI—have been taking on massive debt to fund the AI buildout. Continue Reading

Artificial IntelligenceDebtTech

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12 Aug 2026 11:44

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Market’s Momentum Darlings Resurface as Optical Stocks Take Off

(Bloomberg) -- One of the stock market's favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Pakistan Says Deal Is Close Even as Iran, US Harden Stances Stocks like Applied Optoelectronics I

AI InvestmentEarningsFourth QuarterOptical ComponentsRevenue GrowthSemiconductors

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12 Aug 2026 10:45

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Universities are buying and selling property for data centers, prompting concerns about an AI brain drain

The AI boom is putting a new kind of pressure on American universities. The topic of AI has long been a point of contention within higher education from educators, students, and university administrations discussing the presence and use cases of the technology. But now it's turned to a much more physical threat. As data centers compete for large parcels with access to electricity, water, and fiber infrastructure, universities are finding themselves sitting on property that can be worth more as AI infrastructure—not classrooms, laboratories or research space. The George Washington University's

AI InfrastructureData CentersHigher EducationReal EstateUniversities

Published

12 Aug 2026 07:00

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Cerebras Set to Report Earnings as AI Chips Enter a New Era

Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era. Continue Reading

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12 Aug 2026 06:30

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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), versu

AIConsumer ElectronicsData CentersEarningsTech

Published

12 Aug 2026 06:24

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Owlet Inc (OWLT) (Q2 2026) Earnings Call Highlights: Record Revenue and Strategic AI Expansion ...

This article first appeared on GuruFocus. Release Date: August 11, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Record Q2 total revenue of $33.9 million, up 29.9% year-over-year. Gross margin expanded to 54% (excluding tariff refund), up 270 basis points year-over-year. Adjusted EBITDA (excluding tariff refund) hit a record $2.9 million, up $2.4 million year-over-year. Subscription revenue grew to a record $3.2 million, with 130,000 paying subscribers and 36% DreamSock penetration in the US. International revenue surg

EarningsGuidanceInternational ExpansionSubscriptionsTelehealthTotal Revenue

Published

12 Aug 2026 05:01

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Magazine Luiza SA (MGLUY) (Q2 2026) Earnings Call Highlights: Strategic Partnerships and ...

This article first appeared on GuruFocus. Release Date: August 07, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Physical store sales grew 9.7% same-store sales, with strong performance across categories including white goods (+15%) and furniture (+10%). Gross margin improved to 30.6%, one of the highest for a second quarter, driven by store growth and services revenue. EBITDA margin remained stable at 8% despite cost pressures, supported by strict expense control and a freeze on new hires. Financial operations, includ

AIE CommerceEarningsFinancialsNet IncomeRetail

Published

12 Aug 2026 01:04

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Amazon Stock Drops 1.8% as $3 Trillion Rally Cools

This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN), the e-commerce and cloud giant, dropped roughly 1.8% in Tuesday's regular session as traders finally hit the brakes after a blistering post-earnings run. Amazon had just smashed through the $3 trillion market-cap barrier for the first time. The fuel behind that rally is obvious: AWS is accelerating again, AI demand is exploding, and Amazon is increasingly looking like one of the biggest infrastructure winners of the AI boom. But after such a powerful run, expectations are no longer merely high. They are sky-high. Warning! GuruFocu

AICloud ComputingEarningsFree Cash FlowOperating IncomeTech

Published

11 Aug 2026 19:12

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Vistra (VST) Just Grew Ebitda 30%, So Why Did Profit Fall?

On August 7, Vistra (NYSE:VST) posted a quarter that reads like a puzzle. Ongoing Operations Adjusted EBITDA jumped more than 30% year-over-year to $1,767 million in the three months ended June 30, yet GAAP net income actually slipped to $305 million. The gap traces back to hedge accounting rather than the underlying business, a reminder that with Vistra the headline number and the real story are not always the same thing. Behind that noise, the company just locked in a bigger role in the AI power buildout.Vistra (VST) Just Grew Ebitda 30%, So Why Did Profit Fall? Bull Case: Powering The AI Bo

AcquisitionAIEarningsNet IncomeShare BuybackShares Outstanding

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11 Aug 2026 18:52

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

Amazon.com, Inc. (NASDAQ:AMZN) and Apple Inc. (NASDAQ:AAPL) both beat Wall Street's revenue estimates this week, but investors could not have reacted more differently. Amazon's stock surged as much as 15%, while Apple's fell more than 7%, on the very same earnings day. Why One Beat Got Rewarded and the Other Got Punished Amazon's cloud unit, AWS, grew 37% year over year, its fastest pace since 2021, giving investors clear proof its AI spending is starting to pay off, even as free cash flow flipped negative for the trailing 12 months. Apple Inc. (NASDAQ:AAPL) beat on revenue and iPhone sales to

AIEarningsEarnings Per ShareFree Cash FlowGuidanceHedge Funds

Published

11 Aug 2026 18:51

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Amazon Makes Surprise Push Into Free Gaming

This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN) is adding another cloud-gaming option to Fire TV as startup PHYND launches its free, ad-supported gaming service on the platform in beta. The move gives Fire TV users access to streamed games without consoles, downloads or subscriptions, while giving Amazon another way to make its connected-TV ecosystem more attractive as gaming increasingly shifts toward cloud delivery. Warning! GuruFocus has detected 5 Warning Sign with AMZN. Is AMZN fairly valued? Test your thesis with our free DCF calculator. PHYND, based in Stamford, Connectic

AdvertisingCloud GamingConnected TvFinancial ResultsStreaming

Published

11 Aug 2026 18:39

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Sector Update: Tech Stocks Mixed Tuesday Afternoon

Tech stocks were mixed Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X 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 Already have a subscription? Sign in

Published

11 Aug 2026 17:37

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Amazon (AMZN) Stock Could Be A Bargain On Cash Flow And Earnings

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Amazon.com stock has nearly doubled over the past three years, and current checks suggest the market price still sits below what intrinsic value estimates and earnings multiples imply. Both the Discounted Cash Flow (DCF) estimate and the market multiple read point to an undervalued setup at recent levels. Amazon.com has delivered a 97.8% return over the past three years, which puts extra focus on whether the current share price still offers a margin betwee

Discounted Cash FlowEarningsFree Cash FlowIntrinsic ValueMultiline RetailShare Price

Published

11 Aug 2026 17:09

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Dow Jones AI Giants Nvidia, Amazon In Or Near Buy Zones; Avnet, Okta Are Stocks To Watch

Dow Jones AI giants Nvidia and Amazon are in or near buy zones following strong stock market gains in recent sessions. Continue Reading

Tech

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11 Aug 2026 16:28

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Stock Market Today: Dow Falls, Oil Rises Despite Iran Claim; Roger Federer Play Dives On This (Live Coverage)

Stock Market Today: The Dow Jones index gives up gains as oil rises. SpaceX rival Rocket Lab falls on earnings. A Roger Federer play dives. Continue Reading

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11 Aug 2026 15:53

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Everpure Stock Rallies After Cloud Deal. Why It Is A 'Mic Drop Moment.'

Everpure stock jumped following news that the data storage company has landed its second "design win" with a cloud giant. Continue Reading

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11 Aug 2026 13:50

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Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls

Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Argus upgraded Boeing (BA) to Buy from Hold with a $265 price target. The firm believes the company has "superior" long-term prospects due to its leading presence in the growing commercial aerospace industry. Truist upgraded Best Buy(BBY) to Buy from Hold with a price target of $95, up from $81. The firm's credit card reads are

AerospaceHealthcarePrice TargetPrice TargetRevenue GrowthSemiconductors

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11 Aug 2026 13:38

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Amazon's Zoox Launches Paid Robotaxi Service In Las Vegas and Says 'We Need To Be Regulated'— The Smoke Incident That Prompted a Recall Explains Why

Zoox CEO Aicha Evans backed stronger federal oversight of autonomous vehicles as the Amazon.com Inc.(NASDAQ:AMZN) subsidiary began charging passengers for driverless rides in Las Vegas, weeks after a smoke-related safety incident forced a fleetwide software recall. Zoox Backs Regulation as Paid Rides Begin "I want to unequivocally say we agree with the administrator and the administration and the regulatory agency. We need to be regulated," Evans told Fox Business on Monday, referring to National Highway Traffic Safety Administration chief Jonathan Morrison. Zoox began paid Las Vegas rides Mon

Autonomous VehiclesRecallRegulationRobotaxiSafety

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11 Aug 2026 13:15

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Glance and Productsup Partner to Enable Agentic Commerce for Enterprise Brands

Brands can now easily connect their existing product feed to Glance without custom APIs NEW YORK, August 11, 2026--(BUSINESS WIRE)--Glance, InMobi's consumer technology company, today announced a partnership with Productsup, the leading enterprise feed management and syndication platform that processes over two trillion products per month across more than 2,500 channels. Glance is now available as a native export channel within Productsup, enabling brands and retailers to connect their product feeds to Glance using the same workflows they already use to reach Google Shopping, TikTok, Meta, and

AI CommerceE CommercePartnership

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11 Aug 2026 13:00

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Nvidia's $500 Billion AI Plan Gets Wall Street Backing

This article first appeared on GuruFocus. Nvidia Corp. (NVDA, Financials), the leading provider of artificial intelligence chips, is in discussions with some of Wall Street's top firms on a strategy that may free up more than $500 billion for the next phase of the AI buildout.Goldman Sachs, BlackRock, Blackstone, KKR, Apollo, and Brookfield are among the companies involved. The notion is simple but potentially big: think of AI data centers and computing systems as revenue-generating infrastructure that can be financed much like other long-lived assets.That could matter if Microsoft, Amazon, Al

Artificial IntelligenceFinancingInfrastructureSemiconductors

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11 Aug 2026 12:58

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