BCA Research Sees a Dangerous Risk in CoreWeave (CRWV) and Nebius (NBIS)
BCA Research has a warning for investors chasing the AI cloud boom.
Insider Monkey Blog
Jensen Huang Thinks This Chip Stock Could Hit $1 Trillion. Google Just Gave Him Ammunition
Nvidia CEO Jensen Huang called Marvell Technology, Inc. (NASDAQ:MRVL) the “next trillion-dollar company” at Computex on June 2. Alphabet Inc.
Intuitive Machines (LUNR) Hits Record $1.8B Backlog as Spending Scales Up
On August 20, Intuitive Machines (NASDAQ:LUNR) reported second-quarter revenue of $206 million, more than four times what it brought in a year earlier, and closed the quarter ...
Figure Technologies (FIGR) Leverages Blockchain Infrastructure for Accelerated Growth
On August 13, Figure Technology Solutions (NASDAQ:FIGR) reported second quarter 2026 results that leaned hard into the story it has been telling investors since its IPO.
Aveanna Healthcare (AVAH) Just Ended A Four-Year Rate Fight
On August 13, Aveanna Healthcare (NASDAQ:AVAH) held its second-quarter earnings call, and the tone was different from prior quarters spent explaining away a caregiver shortage...
A Landmark Power Deal Puts Fermi’s (FRMI) Big Bet to the Test
On August 13, Fermi Inc.
Drovix Launches In-House Multi-Asset Liquidity and Execution Stack for Sub-Millisecond Fills, Tighter Spreads
Drovix (MU) Ltd, licensed by the Financial Services Commission of Mauritius as an Investment Dealer (Full Service Dealer, license GB21026813) and acting as a principal execution...
STARTRADER Launches XAUUSD247, Extending Gold CFD Access Across the Full Week
STARTRADER today announced the launch of XAUUSD247, a gold CFD that provides quotes across the full week, including weekends and overnight hours when the traditional gold market...
Stratasys (SSYS): A Pivotal Transition Meets Cash Flow Realities
On August 13, Stratasys (NASDAQ:SSYS) held its second-quarter earnings call, and the headline number was consumables revenue hitting a record $66.3 million.
Abeona’s (ABEO) Gene Therapy Launch Hits A Pivotal Reimbursement Milestone
On August 13, Abeona Therapeutics (NASDAQ:ABEO) reported second-quarter results that captured a company scaling a genuinely new kind of medicine while working through the bumps...
Golar LNG (GLNG) Just Locked In The World’s Scarcest LNG Capacity
On August 13, Golar LNG (NASDAQ:GLNG) used its second-quarter earnings call to announce a fourth floating LNG unit, an order signed just hours before the call began.
The Trillion-Dollar AI Capex Gap: Why Too Much Hardware Could Be Nvidia’s Trap and Microsoft’s Opportunity
The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to support it.
Jim Cramer Raves About Airbnb As the Travel Giant Becomes an AI-Powered Play
During the August 18 episode of Mad Money, Jim Cramer turned his attention toward the resilience of the American consumer and the solid trajectory of travel platforms.
Applied Industrial’s (AIT) Record Quarter Reignites The Growth Story
On August 13, Applied Industrial Technologies (NYSE:AIT) held its fiscal fourth-quarter earnings call, and the numbers surprised even the company's own leadership.
Why Jim Cramer Is Bullish on Cadence Design (CDNS) Despite AI Disruption Worries
Okay, right now, except for today, we have an incredible bull market in semiconductors and semiconductor capital equipment.
EchoStar’s $8.5B Profit Surge Meets AT&T’s Wireless Juggernaut
High capital expenditure demands and persistently high interest rates are putting strain on telecom balance sheets and industry participants have divided into two different frameworks...
Broadcom’s (AVGO) Massive New Debt Deal Points To Where AI Is Headed
On August 20, Broadcom (NASDAQ:AVGO) was reported by Bloomberg News to be negotiating more than $60 billion in fresh debt to fund an AI chip financing arrangement that benefits...
Nebius (NBIS) Raises $5B Convertible Bond As AI Compute Demand Surges
On August 20, Nebius Group (NASDAQ:NBIS) confirmed what had already rattled its stock a day earlier: a $5 billion convertible bond offering that ranks among the largest in recent...
Alibaba’s (BABA) AI Bet Crushes Profit While Cloud Revenue Soars
On August 20, Alibaba Group (NYSE:BABA) reported that quarterly net profit had fallen 75% from a year earlier, even as revenue for the April to June period climbed 9%.
Micron (MU) Just Made a $10B Bet on Its Future
On August 20, Micron Technology (NASDAQ:MU) said it will spend $10 billion over the next decade on a new research lab in Boise, Idaho, dedicated to advancing memory technology...
A China Chip Denial Lands Before Nvidia’s (NVDA) Big Week
On August 20, Nvidia Corp. (NASDAQ:NVDA) denied a report by The Information claiming it planned small-batch shipments of a China-tailored LPU AI chip by year-end.
Aristotle Value Equity Fund’s Q2 2026 Investor Letter
Aristotle Capital Management, LLC, an investment management company, released its "Value Equity Fund" Q2 2026 investor letter.
Riot Platforms (RIOT) & CleanSpark (CLSK): Bitcoin Miners are Becoming AI Landlords. Riot Just Signed a $9 Billion Lease to Prove It
Riot Platforms, Inc. (NASDAQ:RIOT) struck a $9.1 billion, 20-year computing deal with Anthropic this week, leasing 191 megawatts of power at its Rockdale, Texas campus.
CrowdStrike Holdings (CRWD) & Palo Alto Networks (PANW): Cybersecurity Stocks Hit Record Highs After a Conference Made AI’s Dark Side Clear
On August 10, 2026, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Palo Alto Networks, Inc.
Trump Media & Technology Group Corp. (DJT)’s Loss Widened to $238 Million. Its New Data Feed Is Already Making Money
On August 10, Trump Media & Technology Group Corp. (NASDAQ:DJT) reported a second-quarter net loss of $238.1 million, up sharply from about $20 million a year earlier.
The Walt Disney Company (DIS)’s CEO Says Parks Were a “Big Surprise.” Comcast Corporation (CMCSA) Just Ended a Three-Month Football Blackout
On August 14, 2026, The Walt Disney Company (NYSE:DIS) CEO Josh D'Amaro, in his first CNBC interview since succeeding Bob Iger in March 2026, told "Squawk on the Street" that ...
NVIDIA Corporation (NVDA)’s Space Exploration Technologies (SPCX) Stake Traces Back to a Wild $1.25 Trillion Deal. Here’s How It Happened
On August 14, 2026, NVIDIA Corporation (NASDAQ:NVDA) disclosed that its Space Exploration Technologies Corp.
Applied Materials (AMAT) Beat Estimates and Investors Sold Anyway. Lam Research Corporation (LRCX) Didn’t Have That Problem
On August 13, 2026, Applied Materials, Inc.
Workday (WDAY) Just Had its Best Trading Day in a Decade. Here’s Why Silver Lake Wants In
On August 13, 2026, Workday, Inc. (NASDAQ:WDAY) shares jumped nearly 18%, their best single-day performance in 10 years.
Lenovo Group Limited (LNVGY) and Intel Corporation (INTC) are Both Riding the AI Hardware Boom. One Just Posted a Loss Anyway
On August 13, 2026, The Wall Street Journal reported that Lenovo Group Limited (OTC:LNVGY)'s first-quarter revenue jumped 43% year over year to $26.94 billion on AI hardware demand...
Apple Inc. (AAPL) Wants to Pay Publishers to Fix Siri. What’s the Catch?
On August 12, 2026, the Wall Street Journal reported that Apple Inc.
Can Abbott Laboratories (ABT)’s Instinct Sensor Give MiniMed Group (MMED) a Competitive Edge?
Two healthcare innovators, MiniMed Group, Inc. (NASDAQ:MMED) and Abbott Laboratories (NYSE:ABT), hit the spotlight this August with a milestone partnership.
Is AerCap Holdings N.V. (AER) a Better Aviation Investment Than The Boeing Company (BA)?
AerCap Holdings N.V. (NYSE:AER) announced the delivery of its tenth Boeing 787 aircraft on lease to Grupo Aeromexico.
Can Trane Technologies plc (TT) and Eaton Corporation, PLC (ETN) Become Major Winners from the AI Data Center Boom?
Trane Technologies plc (NYSE:TT) and Eaton Corporation, PLC (NYSE:ETN) announced a strategic collaboration on August 17, combining advanced thermal management and electrical system...
Oracle Corporation (ORCL) vs. Amazon.com (AMZN): Which AI Infrastructure Giant Is Better Positioned for Long-Term Growth?
On August 13, Oracle Corporation (NYSE:ORCL) and Amazon.com, Inc. (NASDAQ:AMZN)'s Web Services announced a major expansion of their strategic collaboration.
Are Phillips 66 (PSX) and Marathon Petroleum Corporation (MPC) Still Attractive After the $180 Billion Deal Collapse?
Reports surfaced on August 14that refining giants Phillips 66 (NYSE:PSX) and Marathon Petroleum Corporation (NYSE:MPC) held preliminary talks earlier this year regarding a potential...
Could Emerson Electric (EMR) Stock Win as Investors Look Beyond BP p.l.c. (BP)’s Energy Cash Flow?
Emerson Electric Co. (NYSE:EMR) and BP p.l.c.
Could argenx SE (ARGX)’s Global Scale Give it an Edge Over Zai Lab Limited American Depositary Shares (ZLAB)?
Zai Lab Limited American Depositary Shares (NASDAQ:ZLAB) and argenx SE (NASDAQ:ARGX) announced positive topline results on August 17 from their Phase 3 ALKIVIA study evaluating...
Could L3Harris Technologies (LHX)’a Stability Outweigh Intuitive Machines. (LUNR)’s Explosive Growth?
On August 4, when Intuitive Machines, Inc. (NASDAQ:LUNR) was selected by L3Harris Technologies, Inc.
Does NVIDIA Corporation (NVDA)’s AI Dominance Leave Any Room for International Business (IBM) to Catch Up?
On August 11, International Business Machines Corporation (NYSE:IBM) announced a multi-year $240 million agreement with Together AI to deploy a massive cluster of NVIDIA HGX B300...
Can Merck & Company (MRK)’s Stake in Evaxion A/S (EVAX) Validate the Potential of AI-Driven Vaccine Discovery?
In a regulatory filing on August 10, pharmaceutical titan Merck & Company, Inc.
Warren Buffett’s Empire Just Made a Massive AI Bet Nobody Saw Coming
Berkshire Hathaway disclosed on August 14 that it increased its stake in Alphabet Inc.
AMD Just Split Two of Wall Street’s Biggest Contrarian Investors
ARK Invest sold 25,917 Advanced Micro Devices, Inc. (NASDAQ:AMD) shares across four ETFs on August 17 while simultaneously adding Nvidia across five funds.
Earnings Surprise: 9 Biggest EPS Beats from Yesterday’s Calls
Corporate earnings have emerged as one of the biggest forces driving US markets in 2026, and the second-quarter reporting season is providing a revealing look at whether companies...
Cathie Wood and Stanley Druckenmiller Agree On Amazon (AMZN) and Alphabet (GOOGL)
The latest 13F filings for the second quarter show that both Cathie Wood's ARK Investment Management and Stanley Druckenmiller's Duquesne Family Office hold Amazon (NASDAQ: AMZN...
Analysts Question Tom Lee’s ‘Counterintuitive’ Call on Robinhood (HOOD)
Tom Lee of Fundstrat recently recommended that investors avoid Robinhood (NASDAQ: HOOD) in 2026.
Tom Lee Recommends Arista Networks (ANET) and JPMorgan (JPM), Analysts Weigh In
Tom Lee of Fundstrat added Arista Networks (NYSE: ANET) and JPMorgan (NYSE: JPM) to his core list of stock ideas for 2026.
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