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Trump Media & Technology Group interim CEO Kevin McGurn defended the company's premium Truth API service on Monday, revealing that paid subscriptions for low-latency access to Truth Social posts have grown to the mid-teens.
Physical artificial intelligence is emerging as the next major phase of AI. Amazon Web Services is expanding its cloud-to-edge infrastructure to help enterprises bridge the gap between laboratory robotics demos and real-world deployments.
Dropbox is leaning into share repurchases and cash generation as Q2 revenue grew under 1%, according to recent financial disclosures.
Dropbox Chief Business Officer Eric T. Webster disposed of 30,650 shares on August 18 as the San Francisco SaaS company restructures its go-to-market operations.
SentinelOne is set to report its second-quarter earnings on August 27. Despite a 42% equity rally this year, ongoing net losses and stiff competition from larger cybersecurity rivals weigh on investor sentiment.
Financial commentator Jim Cramer is encouraging investors to look past steep year-to-date gains in memory chip makers, arguing that structural demand from AI data centers is breaking the semiconductor industry's historic boom-and-bust cycle.
Dropbox Chief Accounting Officer Sarah Elizabeth Schubach surrendered 5,854 shares on Aug. 17 to cover tax liabilities associated with vesting restricted stock units.
Broadcom and Marvell Technology are competing for major enterprise contracts in the custom AI chip market, as cloud hyperscalers seek alternatives to traditional GPUs.
Oracle is approaching its upcoming fiscal first-quarter earnings report under heightened scrutiny from Wall Street, as investors weigh its 93 percent cloud growth against massive capital expenditures and customer concentration risks.
Bill Ackman's Pershing Square Capital Management has disclosed a $1.12 billion new stake in Visa, alongside major new positions in Mastercard and S&P Global, deploying over $3 billion into financial data and payments infrastructure.
Nvidia is set to report its fiscal second-quarter 2027 results on Aug. 26. Despite delivering strong growth, the chipmaker's valuation metrics remain lower than major AI chip competitors.
Scion Capital founder Michael Burry has divested his stake in Alibaba Group Holding Ltd. to build a large position in rival JD.com Inc., criticizing Alibaba's stock valuation ahead of its $10.2 billion share sale in Hong Kong.
Natural gas turbine prices are projected to rise nearly 200% over 2019 levels by late 2025 as artificial intelligence data center operators scramble for off-grid power generation.
Dropbox Chief Financial Officer Ross Tennenbaum executed a non-discretionary share transaction to cover tax obligations following the company's recent earnings call, where leadership raised full-year operating margin and free cash flow targets.
A comparative look at Reddit and Rigetti Computing highlights two distinct technology models: a high-margin consumer social network expanding into AI licensing versus an early-stage quantum hardware developer relying on public sector contracts.
Apple and Meta Platforms have taken opposite paths in the artificial intelligence race, creating stark valuation differences and distinct execution risks as both tech giants work to monetize next-generation technology.
Snowflake is heading into its upcoming earnings release with strong tailwinds from its enterprise AI integrations, led by its Cortex Code development tool and Cortex AI gateway.
As artificial intelligence infrastructure expands, thermal management has emerged as a primary bottleneck alongside electrical power, fueling record order backlogs for industrial cooling providers Trane Technologies and Carrier Worldwide.
Microsoft generated $331.8 billion in fiscal revenue and saw its cloud backlog reach $678 billion as massive investments in artificial intelligence begin delivering clear operational returns.
The Bill and Melinda Gates Foundation Trust acquired roughly $180 million in FedEx Freight shares shortly after the logistics operator completed its corporate separation from FedEx Corporation.
Berkshire Hathaway's latest holdings reveal that 72% of its equity portfolio is concentrated in just five stocks, with Alphabet standing out due to massive cloud expansion and strong free cash flow generation.
Chime Financial President and Interim CFO Mark T. Troughton disposed of 26,072 shares on Aug. 17 to meet automated tax obligations, retaining over 4.1 million shares in the San Francisco fintech firm.
Citi equity research analyst Yigal Nochomovitz has assigned 'Strong Buy' outlooks to Biomea Fusion and Syndax Pharmaceuticals, citing major trial readouts and compounding product revenues.
Comcast has launched Xfinity Shield, an AI-driven home security and Wi-Fi monitoring platform, in an effort to curb broadband subscriber churn after losing 167,000 U.S. internet customers during the second quarter.
Microsoft is relying on its $678 billion contracted commercial backlog and steady enterprise cloud adoption to convert ongoing artificial intelligence expenditures into predictable recurring revenue, according to a financial valuation model.
Sonos is making artificial intelligence and deeper ecosystem integration central to its hardware comeback, following earnings call remarks from CEO Tom Conrad and recent FCC filings detailing upcoming devices.
Meta has launched Pocket across the United States, bringing prompt-based mini-app generation to US users while Atma Sciences, the startup whose technology and team built the product, formally shut down.
Dell Technologies founder Michael Dell posted a short video referencing the iconic 'Dell Dude' ad campaign to poke fun at the company's dramatic shift toward enterprise AI server infrastructure.
Stanley Druckenmiller's Duquesne Family Office fully exited holdings in Micron Technology, Intel, and Broadcom during the second quarter of 2026, rotating capital into physical data center hosting and semiconductor capital equipment.
US spot XRP exchange-traded funds recorded $5.81 million in daily net inflows on August 18, providing a modest bump in capital as the underlying token repeatedly tested the $1 price mark.
Despite a sharp post-earnings stock drop, Bank of America reiterated its Buy rating on Cisco Systems with a $150 price target, pointing to accelerating enterprise and cloud infrastructure bookings.
Alphabet has built a central role in Berkshire Hathaway's portfolio as its Google Cloud revenue surged 82% and artificial intelligence investments expanded across its business units.
As opening statements kick off in Oakland over allegations that Meta designed Facebook and Instagram to addict young users, options traders are positioning for rangebound stock performance amidst heavy litigation headwinds.
Baidu posted a 4 percent decline in second-quarter revenue as weakness in China's advertising market overshadowed gains across its artificial intelligence and cloud divisions.
Optical contract manufacturer Fabrinet fell roughly 20% on Tuesday despite posting record fourth-quarter sales, pulling down peers including Marvell, Amphenol, Coherent, and Lumentum amid broader AI spending concerns.
Rocket Companies stock slipped 2% to $14.50 in Tuesday trading following a prior-day decline, as mortgage technology platforms and originators continue to face pressure from sustained high interest rates and subdued housing activity.
Arm Holdings has doubled its customer demand pipeline for artificial intelligence CPUs to $2 billion, though analysts warn its rich valuation leaves limited immediate upside.
YouTube is updating its public metric system to count a view instantly upon video playback or stream entry starting August 24, standardizing view metrics across formats.
The debate over whether artificial intelligence spending has entered bubble territory took center stage as Nvidia CEO Jensen Huang committed $500 billion to independent infrastructure financing platforms while specialized cloud providers report surging revenue.
Klarna Group shares declined 7% during midday trading on Monday as investors trimmed risk ahead of the fintech firm's second-quarter earnings release, marking its most anticipated financial report since listing on the NYSE.
Alibaba has agreed to sell its Lingxi Games unit to Asian private equity firm Trustar Capital as the company consolidates resources to pursue a $100 billion AI revenue goal.
A customized edition of Ferrari's first fully electric vehicle sold for $40 million at auction, setting a record for a new car and defying broader EV market softness.
Pershing Square Inc. is preparing to launch Pershing Square Ventures Ltd., an evergreen vehicle designed to give retail investors exposure to private technology companies before they go public.
A surge in enterprise artificial intelligence deployments has caused unprecedented price spikes across global memory markets, as chip manufacturers reallocate silicon capacity away from consumer hardware to high-margin data center memory.
Sea Limited CEO Li Xiaodong sold approximately 1.1 million shares under a pre-established 10b5-1 trading plan, coinciding with second-quarter earnings that saw total revenue surge 48% to $7.8 billion.
SK Hynix has authorized $38 billion in spending for two new semiconductor plants in South Korea, though commercial production at the facilities remains years away.
A summer decline in artificial intelligence infrastructure stocks was driven primarily by forced liquidations rather than weakening business performance. Key players including Nvidia, CoreWeave, and Nebius have shown signs of rebound as underlying hardware valuations and corporate earnings remain resilient.
As data centers seek high-capacity baseload energy to power artificial intelligence workloads, GE Vernova is quietly emerging as a major player in small modular nuclear reactors alongside startups like Oklo and NuScale.
Payment giants Visa and Mastercard reported quarterly financial results showing distinct paths to growth, with Visa leaning on processing volume and AI engineering shifts while Mastercard expands margins through stablecoins and value-added services.
United Kingdom-based betting exchange Smarkets is pursuing a two-pronged approach to enter the U.S. market, applying for federal CFTC approval while securing state-level sportsbook licenses.
An analysis of Berkshire Hathaway's flagship positions—Apple, Alphabet, and Coca-Cola—illustrates how capital-light business models, ecosystem retention, and persistent cash generation fuel the conglomerate's portfolio strategy.
Shanghai's tech-focused STAR 50 index has risen 29% in 2026, driving its price-to-earnings ratio above 150 compared to 35 for the Nasdaq 100.
The Commodity Futures Trading Commission has launched an internal review into phrase-based 'mention markets' hosted on prediction platforms, adding to growing regulatory and legal headwinds facing the event trading sector.
Lucid Group has pushed back the launch of its midsize Cosmos SUV until at least 2027, citing an operational reset aimed at achieving $1.4 billion in cash flow improvements through reduced inventory, capital expenditures, and workforce cuts.
Jaguar Land Rover reported a drop in first-quarter profit to £66 million as supplier disruptions and an ongoing electric vehicle transition weighed on cash flow and global sales volumes.
Oracle is experiencing growing financial scrutiny as the capital costs of its artificial intelligence expansion drive up debt levels and squeeze gross profit margins.
Melius Research raised its price target on SanDisk to $3,600, predicting the memory maker could return nearly $100 billion to shareholders through repurchases over three years behind massive hyperscaler contracts.
Adobe stock has rallied over 22% in recent weeks following record second-quarter revenues and surging AI annual recurring revenue, even as executive transitions and shifting generative AI models draw close Wall Street scrutiny.
PayPal generated $486 billion in total payment volume during the second quarter, yet its stock remains down 81% from its 2021 peak as lower-margin processing displaces its core branded checkout business.
U.S. drone manufacturers saw share prices surge after President Trump signed an executive order placing tariffs of up to 100% on foreign-made unmanned aerial systems and components.
Arizona State University is launching a dedicated content creation degree this autumn, complete with a requirement for students to grow an online audience, amid evolving platform thresholds and shifting job market dynamics.
Despite delivering record quarterly results and exceeding revenue forecasts, Cisco Systems saw its stock drop 9% on Thursday as analysts warned of potential growth deceleration in future fiscal years.
CoreWeave posted Q2 revenue of $2.575 billion and narrowed its quarterly loss, prompting Bank of America to raise long-term sales targets while projecting heavy capital expenditures and cash burn through 2027.
Cerebras Systems stock fell roughly 13% after missing consensus revenue estimates in its fiscal second quarter, even as core metrics doubled and competitors across the AI hardware sector recorded strong gains.
Cerebras Systems saw its stock drop about 14% in extended trading following its second earnings report since going public in May, despite lifting its full-year core revenue outlook.
Ford is moving forward with a $2 billion retrofit of its Kentucky assembly plant, introducing a modular manufacturing architecture to build its upcoming sub-$30,000 Fathom electric truck.
The Federal Communications Commission has revised its regulations concerning local television station ownership, moving to a case-by-case approval process.
Blue Origin has determined the root cause of its New Glenn rocket explosion at Cape Canaveral in May, attributing the incident to a faulty oxygen valve in one of its BE-4 engines.
Bumble is shifting its focus towards in-person interactions and away from traditional swiping, introducing new initiatives and an app designed for group meetups.
Google faces a complex landscape, balancing the significant expansion of its cloud division with the departure of key AI talent to other leading research labs and startups.
Tesla and SpaceX are set to invest significantly in a new chip manufacturing facility in Texas, aiming to address future computing demands.
Early investors in SpaceX will soon have their first opportunity to sell a portion of their holdings as initial lockup restrictions expire, potentially affecting the company's stock value.
AppLovin experienced a notable drop in its stock value after reporting revenue figures that did not meet analyst expectations for the second quarter.
Adobe has expanded its collaboration with OpenAI through a new plugin that allows ChatGPT users to access a wide array of Adobe's creative and productivity tools directly within the AI interface.
Leadership shifts within Google's artificial intelligence division follow a series of high-profile departures, prompting scrutiny of the company's commitment to frontier AI.
Chevron and Williams are making significant investments in power generation for data centers, signaling a new revenue stream for the fossil fuel industry.
A $8.2 billion gain on SoftBank's Intel stake pushed fiscal first-quarter net profit to 347.3 billion yen, far beyond analyst estimates, while OpenAI contributed no investment gain or loss.
A seven-year review shows both automakers discussing EVs at rates below the pre-pandemic period as investment priorities shift.
AI data-center customers are securing long-term supply, leaving consumer-device makers with higher component costs into 2028.
The company is stockpiling components and products after Tim Cook described memory pricing as a once-in-a-century disruption.
Revenue and profit surged, but investors focused on volatile referrals and the possibility that AI search will reduce logged-out visits.
Apple still set a quarterly services record, but regulatory pressure and softer gaming activity limited growth in key areas.
The manufacturing milestone puts the company halfway toward one target in Elon Musk's compensation plan, even as annual sales remain below earlier ambitions.
The contrasting accounting results show the complexity of Microsoft's financial exposure to two competing AI laboratories.
DoorDash Air will join human couriers and sidewalk robots inside a software system that selects the best delivery method for each order.
CEO Enrique Lores said the payments company would consider an alternative that creates more shareholder value than its current turnaround plan.
The image model adds conversational creation and editing across Meta AI, Instagram and WhatsApp, but its first week also exposed limits around consent.
The rocket and satellite company entered Nasdaq trading at a valuation above $1.7 trillion.
