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Bitcoin Price Rallies To $81K On Biggest ETF Inflows Since January, Waller Rate Signal Ahead Of August Jobs Report
The rally in cryptocurrencies came after Fed Governor Christopher Waller said he would support holding rates steady if inflation continues to ease.
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PL Stock Jumps 8% After-Hours As Planet Labs Delivers A Blowout Quarter — Retail Calls Q2 ‘A Clean Beat’ Despite Soft Q3 Outlook
Record quarterly revenue and strong earnings helped PL beat Wall Street estimates, while softer near-term guidance could test the rally.
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OpenAI Launches GPT-6 Astra As AI Race Intensifies — Calls It A ‘Generational Leap’
OpenAI’s latest model launches with tougher cybersecurity safeguards as the AI race with Anthropic intensifies.
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Pentagon Calls Anthropic A ‘Supply Chain Risk’ — A Day After Commerce Secretary Backs AI Firm
A Pentagon official pushed back on Howard Lutnick’s claim that the AI company is “back on the right side.”
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AVGO Stock Sinks To Near 5-Month Lows Despite Exploding AI Sales — Wall Street Reactions Are Mixed
Broadcom reported third-quarter revenue of $29.6 billion, ahead of Wall Street’s expectations of $29.4 billion, according to Fiscal.ai.
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OpenAI Gets Trump Administration’s Backing In NYT Copyright Case Over AI Training, Says Report
The U.S. government says training AI models on copyrighted material generally qualifies as fair use and is critical to American AI leadership.
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GOOGL Wins Big In Antitrust Fight — Judge Blocks DOJ’s Push To Break Up Google’s Ad Business
Google avoids a forced divestiture of its advertising exchange despite an earlier ruling that it illegally monopolized key ad-tech markets.
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MongoDB CEO ‘Surprised’ And ‘Disappointed’ By MDB Stock Plunge – Says Atlas Growth Inflection Could Be ‘A Few Quarters Away’
In an interview with CNBC, Desai said MongoDB delivered a “very clean beat” and “very strong quarter,” with total revenue growth accelerating to 30.5%.
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Greg Abel Says AI Data Center Power Demand Is A ‘Big Constraint’ – And A Berkshire Opportunity
In an interview with CNBC, Berkshire Hathaway CEO Greg Abel said the broader economy is “incredibly vibrant,” and that the underlying fundamentals remain “strong.”
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DELL Stock Shrugs Off Market Slump As Analysts See ‘Surging’ AI Demand After 'Blowout' Q2 Beat
BofA said demand “continues to outpace supply” and raised its Dell price target to $600 from $505.
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ORCL Stock Could Be Near A Turning Point, Says Jefferies As ‘Peak-Negative’ Investor Sentiment Sets In
Oracle stock was heading for a fourth consecutive decline Wednesday after losing more than 7% over the previous three sessions.
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Google Could Release New 3.8 Flash AI Model As Soon As Wednesday, Says Report — GOOGL Stock Gains After-Hours
The upcoming 3.8 Flash model could give Google a boost in an AI race where Gemini has recently trailed rivals.
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PANW Stock In Focus — Palo Alto Networks Tops Q4 Estimates, Issues Upbeat FY27 Guidance
Palo Alto Networks beat quarterly earnings and revenue expectations, while Next-Generation Security ARR jumped 63% year over year.
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FRVO Stock Clocks Best Day In A Month After Google Deal: Analyst Says Agreement Arrived Earlier Than Expected
The rally on Tuesday followed Fervo’s 396-megawatt power purchase agreement with Google, its largest contract to date.
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Honeywell Aerospace Agrees To Pay Over $2M To Settle Cybersecurity Allegations — HONA Stock Falls 2.5%
The settlement resolves allegations that a Honeywell business unit failed to meet cybersecurity requirements tied to a U.S. Department of Defense contract.
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Anthropic Reportedly Rolls Back Data Retention Policy After Customer Pushback — It Also Launches New Claude Models
Anthropic is reportedly replacing its 30-day enterprise data retention rule with new customer-controlled safeguards.
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US Forces Strike Iranian Targets Near Strait Of Hormuz, Sending Oil Prices Higher — USO, SPY, QQQ, DIA In Focus
The ‌U.S. military said it began striking Islamic Revolutionary Guard Corps (IRGC) targets in ⁠Iran on Tuesday.
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Scott Bessent Says Iran Bank Sanctions Could Come This Week, Strait Of Hormuz Will Be ‘Worthless’ In 2 Years
At the G20 meeting in North Carolina, Treasury Secretary Scott Bessent said the U.S. plans to “economically asphyxiate” Iran.
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Tom Lee Sees 'Very Strong' September Market Rally If Fed Holds Rates – Says Bitcoin’s ‘First Leg Up’ Has Begun
In an interview with CNBC, Tom Lee said he now sees upside risk in September, despite mounting market concerns.
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Michael Saylor’s Strategy Resumes Bitcoin Buying After 10-Week Pause – MSTR Stock Eyes Best Month Since November 2024
Over the past week, Strategy bought around 4,600 BTC for roughly $370 million.
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NVAX Stock Climbs As Partnership Model Keeps COVID Vaccine Cash Flow Open
Novavax said Sanofi and Takeda received clearances for an updated Nuvaxovid formulation for the 2026-2027 COVID season.
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Michael Burry Trims VEEV After Near-100% Gain, Holds PYPL — Here’s Where He’ll Buy More Of PayPal
The “Big Short” investor says he is redeploying capital from Veeva into “spring-loaded positions” while waiting for PayPal to fall further before adding.
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DKNG Soars Nearly 10%, FLUT Jumps 8% — DraftKings, Flutter Entertainment Rally On Ruling That Sports Bets Aren’t Swaps
A Ninth Circuit appeals court ruling that sports bets are not swaps removes a potential regulatory hurdle for DraftKings and Flutter Entertainment.
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CVX, HAL Stocks Gain — Chevron, Halliburton Reportedly Eye Venezuela Oil Opportunities
Chevron is reportedly nearing a deal to expand its footprint in Venezuela, while Halliburton is in talks to supply equipment as the U.S. pushes to rebuild the country’s oil industry.
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AMZN Stock Rallies 4% After Evercore Says Agentic AI Could Supercharge Amazon’s Retail Growth
Evercore raised its Amazon price target as survey data showed AI-powered shopping could drive product discovery and increase consumer purchases.
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Mohamed El-Erian Says Kevin Warsh Faces Jackson Hole Balancing Act Between ‘Reaction Function’ And ‘Original Secular Spirit’
In a post on X, El-Erian said the balancing act would be “difficult to strike” and “almost certain to leave some unsatisfied.”
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FTC Probes YouTube Over Suspended Social Media Accounts, Says Report — GOOGL Stock In Focus
The U.S Federal Trade Commission (FTC) is reportedly in the final stages of a probe into whether YouTube’s content policies misled users and violated consumer protection laws.
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AFRM Stock Jumps 9% After-Hours On Q4 Earnings Beat — Here’s What Affirm Expects In FY27
Affirm Holdings posted stronger-than-expected quarterly results as gross merchandise volume (GMV) jumped 36%, while active consumers and transactions per user also grew.
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Michael Burry Sells Half His NVDA Call ‘Hedge’ Within 24 Hours — Why He May Dump The Rest
The “Big Short” investor says his Nvidia calls “did their job” after gaining 50%-60%, while Build-A-Bear’s plunge has him questioning the company’s strategy.
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MU Stock In Focus After Trump Hails Micron’s $10B Investment In US Research Labs — ‘One Of The Hottest Companies In The World’
Trump praised CEO Sanjay Mehrotra and said Micron’s latest investment will help keep the U.S. at the forefront of AI and advanced computing.
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OpenAI, MSFT, AMZN, GOOGL Among 100+ Companies Sounding The Alarm On AI-Powered Hacks — ‘We Have A Limited Window To Strengthen Cyber Defenses’
The tech giants and AI startups are urging businesses and governments to make AI-driven cyber defense an immediate priority as attacks grow more sophisticated.
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AVAV Stock Gains As NASA Taps AeroVironment For Three Mars Helicopters For 2028 Mission — Here’s What They’ll Be Looking For Under The Martian Surface
AeroVironment is teaming up with NASA’s Jet Propulsion Laboratory (JPL) to build a trio of Ingenuity-inspired helicopters designed to hunt for subsurface ice on Mars.m
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Solana Outpaces Bitcoin In Crypto Surge To 6-Month High — Analysts Say Jackson Hole Could Decide BTC’s $80K Breakout
Bitcoin’s price remained below $80,000 on Friday despite posting a slight rebound in the last 24 hours.
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WEN Stock Plunges 15% — Trian Reportedly Drops Take-Private Bid Plans, Citing Wendy’s Performance And Valuation
Trian was reportedly exploring a potential takeover of Wendy’s earlier this month with a group of investors including BlueFive Capital and Wendy’s franchisee Flynn Group.
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CRM Stock Soars 13% After-Hours — Salesforce Crushes Earnings, Raises Guidance And Expands Partnership With Anthropic’s Claude
Salesforce’s $5.90 adjusted Q2 earnings per share came in substantially above the $3.27 consensus, while revenue also edged past expectations.
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Michael Burry Buys NVDA Calls As A ‘Hedge,’ Adds To ORCL, PLTR, NBIS Shorts — Why He Thinks ‘Nvidia Will Not Distribute Enough To Shareholders’
The “Big Short” investor says his theoretical value for Nvidia is “much lower than today’s market value” as he sees a short run for its monopoly power.
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META’s $17B Settlement Clears Legal Overhang — Analysts See A Stock Opportunity, But With A Catch
Wall Street sees the settlement as a manageable financial hit and a relief for Meta, but analysts add that new teen usage restrictions could weigh on engagement, ad load and pricing.
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US Disrupts China-Linked Hacking Operation Targeting Justice Department, Fed, NASA — SPY, QQQ, DIA Edge Lower
The U.S. Department of Justice (DOJ) seized two domains allegedly used to breach sensitive U.S. government and critical infrastructure networks.
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INTU Stock Is Tumbling Despite Earnings Beat — Weak 2027 Guidance Is Weighing On Intuit Shares
Intuit topped quarterly revenue and adjusted EPS estimates, but its fiscal 2027 outlook fell well short of Wall Street expectations.
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OpenAI’s Data-Center Chief Has Reportedly Left — Executive Exodus Grows Ahead Of Planned IPO
Chris Malone’s exit adds to a string of senior departures as OpenAI reshuffles its infrastructure team and prepares for a potential IPO.
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DT Stock Gains After Morgan Stanley Upgrade — Why Brokerage Says Dynatrace Could Be An AI Boom Winner
Morgan Stanley sees nearly 33% upside as cloud growth and enterprise AI spending fuel demand for observability software.
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Starbucks Workers United Calls For Boycott — Why Union Says SBUX ‘Leaves Us With No Other Choice’
More than 12,000 unionized baristas are urging customers to stop spending at Starbucks until the coffee giant reaches a contract deal with workers.
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YSS Stock Is Falling Despite Space Force Win — Goldman Sachs Just Slashed Its Price Target By 50%
Goldman Sachs halved its price target on YSS, as weaker 2026 guidance and supply constraints overshadow the company’s latest defense win.
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Boeing Wins $131B F-15 Contract From US Air Force — BA Stock Gains After-Hours
The contract covers production, upgrades, and sustainment of the F-15 Eagle Weapon System.
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Trump Hits Canada With 50% Auto Tariffs: US Trade Representative Says Ottawa ‘Wanted More’ From Trade Deal
In a post on Truth Social, Trump accused Canada of “ripping off” the U.S. and running a $60 billion trade deficit.
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FNMA Faces Senior Leadership Shake-Up — Fannie Mae Reportedly Cuts At Least 10 High-Ranking Jobs As Housing Market Risks Mount
The departures were not all voluntary, with several officials reportedly informed on Wednesday that their positions had been eliminated.
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PSKY-WBD Deal: California Governor Gavin Newsom Reportedly Open To Settlement, But Paramount Could Still Leave The State
Newsom said he would prefer a resolution to the state’s antitrust lawsuit if the terms are favorable, as California weighs the deal’s potential impact on jobs and the state’s reputation.
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Bitcoin, Oil, Gold Rally: Peter Schiff Questions Fed's Credibility, Says 'Investors Are Choosing Their Preferred Hedge'
Peter Schiff said that the simultaneous rally in Bitcoin, gold, silver and oil reflects growing doubts about the Federal Reserve’s ability to bring inflation back to its 2% target.
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Bitcoin’s Best Week In 3 Years Amid Record Short Liquidations Puts $126K Overshoot Back In Play, Standard Chartered Says
Bitcoin’s price breached the $78,000 mark on Friday morning.
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PSKY, WBD Merger — Why California Attorney General Rob Bonta Says Paramount-Warner Bros. Discovery Deal Needs ‘Robust’ Remedies
Bonta says the group seeking to block the deal remains open to settlement talks but wants Paramount to address the antitrust concerns at the center of their lawsuit.
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