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Tuesday, August 25, 2026
25 Aug, 2026
The three biggest stock sales by already-public companies this year now share one purpose. Every one of them is paying for the AI build-out.
Bitcoin topped $81,000 and gold hit a three-month high as dollar weakness and Fed rate bets lifted both assets together.
Nvidia just went on record about an investment that reveals how the company sees its own future.
A crucial earnings week awaits markets, where results from chipmakers including Nvidia and Marvell Technologies are expected.
A 46% drawdown and a 150% yearly gain are both true. The number that decides the stock's case is a third one.
Leading designer of graphics chips Nvidia (NASDAQ:NVDA) will be reporting results this Wednesday after market hours. Here’s what investors should know.
Big investors say Bitcoin's rally reflects capital fleeing AI stocks, framing BTC as both a rotation play and a hedge.
Asian stocks fluctuated Tuesday while oil edged up as investors assess a US plan for the "economic asphyxiation" of Iran, while tech firms struggled following another down day on Wall Street and ahead of earnings from chip titan Nvidia.Still, equities struggled as tech firms once again bore the brunt of selling, tracking a retreat in their counterparts on Wall Street.
Investors are closely tracking the slide in Nvidia and other AI-linked stocks as macro developments add pressure to markets during a crucial week.
SK hynix stock has pulled back over the past week even as recent announcements on share buybacks and AI related partnerships have kept investors focused on what the current price implies about value. The share price fell 9.3% over the past week, which puts fresh attention on whether the recent weakness reflects a reset in expectations or a potential mispricing. The planned 40 trillion won share buyback and cancellation, along with the Nvidia high bandwidth memory partnership, can support the...
Dow Jones Futures: Comments from President Trump and Treasury Secretary Bessent sparked tech losses Monday. Nvidia stock sold off.
Wall Street may still be underestimating the impact of The Odyssey.
Tesla, Inc. (NASDAQ:TSLA) has stopped selling its premium Solar Roof tiles on its website, nearly a decade after Elon Musk introduced them as a more attractive alternative to conventional solar panels. The company’s solar strategy has now shifted to a traditional solar-panel offering. Reuters noted that Tesla, Inc. (NASDAQ:TSLA) had once targeted 1,000 Solar Roof […]
Meta Platforms may be smaller, but it's producing bigger profits.
Webull CEO Anthony Denier says Bitcoin and ETH buy orders jumped nearly 300% after a US day-trading rule repeal.
At 0.04% per year and nearly $600 billion in assets, this Vanguard fund looks like the ultimate set-it-and-forget-it investment, but a closer look at what is actually inside reveals a concentration risk hiding behind its diversified index label.
When the AI complex wobbles, the money has to go somewhere. Monday it went to the giant whose earnings don't depend on the build-out.
HIVE’s Frank Holmes explains why an investment-grade enterprise picked a Bitcoin miner for its dedicated GPU cluster, and why credit markets are suddenly financing the pivot.
Arthur Hayes compares Bessent's Treasury buybacks to Yellen's 2023 playbook. Here's what the same math means for Bitcoin.
One of the largest mutual funds on earth charges almost nothing to own, but the structure hiding behind that bargain price tag creates a real tax problem that most investors never see coming.
Oklo says U.S. used nuclear fuel holds massive untapped energy. Here's the plan, the support for the claim, and the biggest risks.
Lambda, an AI cloud-computing provider backed by Nvidia (NVDA), is in talks to raise as much as $3 b
Alibaba’s AI ambitions just got a lot more serious
AGNTCon + MCPCon Japan — The Agentic AI Foundation (AAIF), the neutral home where the agentic stack is being built, is highlighting the official schedule for AGNTCon + MCPCon Japan 2026. Taking place September 10-11, 2026, at Belle Salle Shibuya Garden in Tokyo, the conference brings together the Asia-Pacific developer ecosystem to exchange ideas, share best practices, and explore the state of agentic infrastructure.
24 Aug, 2026
Tech stocks slid for the seventh consecutive session, the sector’s longest losing streak since September 2022.
Bitcoin approaches $80,000 today as spot ETF post strongest week in 10 months.
The social media giant is delivering elite-level growth and profits, yet its stock commands only a mid-tier valuation. Is the market right to be so cautious, or is this a classic mismatch.
BitMine owns 4.79% of all ethereum. Tom Lee wants 5%, but Ethereum supply is growing faster than he can buy.
Bernstein is extremely optimistic about a major crypto company’s growth prospects.
Bitcoin booked its best week since 2023 and a record dollar gain. See the levels that decide the next move.
A 15% Nvidia price hike could ripple through the AI economy
Nvidia will step back into the earnings spotlight after the market closes on Wednesday, August 26, when the AI chip leader reports its much-anticipated Q2 results.
For Netflix shareholders, here is a way to get paid a meaningful income right now, money you keep no matter what, in exchange for agreeing to sell your stock at a higher price if it climbs.
Over 4 million vehicles are being recalled.
Cipher Digital and Hut 8 are among the companies well-positioned to ride out anti-AI fervor, one analyst says.
Paramount Skydance (PSKY) is facing some pushback from a collection of US attorneys general in its proposed acquisition of rival Warner Bros. Discovery (WBD). Evan Shapiro — better known as "The Media Cartographer" — comes on Market Domination Overtime to outline what is it at stake for the media giant and the Ellison family if the deal ultimately falls through.
The company increased its Bitcoin holdings by 5.5%, but its Bitcoin per fully diluted share rose only about 1.4%.
The 2026 Q2 earnings cycle continues to wind down, with the reporting docket starting to get quiet. The period has been another one of positivity, with several companies, including Apple, EMCOR Group, and Johnson & Johnson, all reporting record-breaking results in one way or another.
US-listed ETFs took in more than $56 billion last week.
Yahoo Finance Senior Autos Reporter Pras Subramanian reports on Tesla (TSLA) launching Cybercabs starting on Sept. 3 in Austin. The company expects to roll out 2,500 robotaxis in 2026.
Keith Fitz-Gerald explains why a small group of elite companies drives most long-term wealth creation.
FEATURE Stocks were mostly lower on Monday with the major indexes weighed down by falling artificial-intelligence stocks ahead of Nvidia’s  key earnings and Federal Reserve Chairman Kevin Warsh’s Jackson Hole comments later this week.
Google reportedly informed suppliers it will shift all Pixel device manufacturing out of China and into Vietnam and India beginning in 2027.
Coinbase Tokenized Stocks just went live on Base, running on the new B20 standard. Here's what to expect.
Bessent threatened to cut Iran's enablers from the dollar system. Oil fell, Bitcoin rose, and no institution was named.
Apple Inc. (NASDAQ:AAPL) announced on August 18, 2026, that alternative app stores in the European Union will be charged a 5% commission on in-app purchases. It is part of a new fee structure the company says will “resolve” its disagreements with EU regulators over the Digital Markets Act. Why This Matters Apple has fought regulators […]
Yahoo Finance Break Business News Report Jake Conley joins Brooke DiPalma to discuss how the latest US tariffs on Canadian auto imports could affect automakers that rely on Canadian-made parts, including Ford (F) and General Motors (GM).
Cryptocurrency exchange Coinbase Global (NASDAQ: $COIN) has debuted tokenized stocks on its Base blockchain network...
Bitcoin and gold rose as the dollar weakened following expanded Treasury bond buybacks, reflecting concerns about U.S. fiscal policy, analysts say.
Trading volumes on cryptocurrency exchanges have doubled in the past five days as the price of Bitcoin (CRYPTO: $BT...
An anonymous cryptographer hid a Bitcoin wallet puzzle in the blockchain, claiming its keys derive entirely from Satoshi Nakamoto’s Genesis Block. Nobody has cracked it yet.
Market analyst Tom Lee has ranked MicroStrategy (MSTR) among 17 top crypto-linked stocks, highlighting the stock in a new sector review. Lee points to MicroStrategy's correlation to Bitcoin, as the company continues to concentrate on digital assets. The ranking comes as several Bitcoin miners reduce direct crypto exposure and shift parts of their business toward AI-related services. MicroStrategy is one of several stocks tied to this theme, so it can be useful to compare it with a wider...
Coca-Cola stock is considered one of Warren Buffett's most famous and successful investments. Coke is one of his oldest investments too.
Financial stocks were higher in late Monday afternoon trading, with the NYSE Financial Index rising
Another trade war has started with a volley of tariff threats, and this time the fight is with America’s neighbor and closest trading partner, Canada. While the U.S. has held several formal negotiations with Mexico this year about the USMCA, it hasn’t done so with Canada.
Azure's contracted demand is helping Microsoft outperform as investors question the wider AI financing boom.
Samsung's collapse and Nvidia's approaching earnings test are triggering profit-taking across the semiconductor supply chain.
The tokens represent shares held by regulated custodian Alpaca and can be traded or used in decentralized finance applications on Base.
Three aerospace and defense giants have moved in sharply different directions this year, and the gap between the best and worst performer has grown wide enough to matter for anyone who assumed these household names move together.
The big box retailer was a notorious holdout, but payment analysts said consumer annoyance and the coming of agentic payments are weighing against the data control enjoyed by keeping Apple outside.
Reuters reported on August 14, 2026, that Apple Inc. (NASDAQ:AAPL) has trained its own large language model specifically for the China market, developed in partnership with and trained with support from Alibaba Group Holding Limited (NYSE:BABA), according to three people familiar with the matter. It is a departure from Apple’s approach of relying on third-party […]
Rising component costs are testing Nvidia's powerful AI economics
The company is taking greater control of its technology stack
XPeng Inc (XPEV) reports a 65% surge in quarterly deliveries and secures over $900 million for its robotics unit, while navigating margin pressures and expanding its global footprint.
Apple’s Vision Pro struggles are prompting strategic cuts, while investors weigh what the reset means for the company’s future.
On August 12, 2026, Ford Motor Company (NYSE:F) said that it will increase US production of its Lincoln vehicles starting in 2030 and phase out imports from China entirely, a move the company said will generate “thousands of direct and indirect US jobs.” Days earlier, on August 11, 2026, Samsung SDI acquired General Motors Company […]
Tesla's AI roadmap is facing another execution test
The GPU giant's earnings report could serve as a bellwether for memory companies.
The iPhone maker's restrained infrastructure strategy is becoming an advantage during another technology-sector retreat.
Earlier this month, Einride AB announced plans to deploy 500 Tesla Semis on its Saga AI freight platform over the next 24 months across major U.S. freight corridors, while regulators in Nevada and Texas approved Tesla to operate thousands of Cybercab robotaxis following its recently scheduled September 3 Austin launch event. Together, these moves highlight Tesla’s push to pair autonomous trucking and ride-hailing with its software platforms, potentially deepening recurring revenue...
GM, Ford, and Stellantis shares were lower as trade talks between Canada and the U.S. broke down over the weekend.
The Cybercab reveal could show how close Tesla is to scaling autonomous ride-hailing.
CoreWeave is getting all the attention in the neocloud race, but a quieter rival just posted 454% revenue growth, locked in hyperscaler partnerships worth tens of billions, and did it without the crushing debt load that shadows the more famous name.
Retail investors comb through congressional stock disclosures looking for unusual timing or conflicts of interest tied to committee assignments. Every so often the filings turn up a different kind of pattern: the same lawmaker buying the same stock, over and...
Both oil giants raised dividends again in 2026 and posted blockbuster quarters, but a decade of payout history reveals one clear winner on durability and one on yield. Knowing which fits your portfolio could matter more than the latest earnings beat.
17:28
Seeking Alpha
Tesla faces fresh China setback as huge recall targets 3 million vehicles
On August 11, 2026, General Motors Company (NYSE:GM) disclosed that it set up a purchasing facility worth up to $4.5 billion with a firm called Procura Auto Parts, designed to keep important components flowing during future supply-chain shocks. A day later, on August 12, 2026, Ford Motor Company (NYSE:F) said it will move production of […]
Higher costs may be revealing stronger demand than expected
17:10
Seeking Alpha
ADBE's 16% monthly rebound, discounted valuation and accelerating AI monetization support the stock, but competition and heavy AI spending keep it a hold.
D-Wave Quantum's order book grew over the past year while its revenue shrank, and the gap is a delivery schedule more than a demand problem.
Additional details of the deal won't be released to members until ratification meetings scheduled for Aug. 29-30.
Anthropic has stayed silent on its IPO valuation, and that silence is doing serious work. Whatever number it prints will force analysts to reprice every AI-exposed stock from Amazon to Microsoft before the next bell rings.
ServiceNow's expanded Tech Mahindra deal aims to scale enterprise AI, strengthen governance and support AI monetization amid rising competition.
Microsoft stock has delivered a 65.9% gain over the past 5 years, yet today the Discounted Cash Flow (DCF) intrinsic value estimate points to a price that is only about 3% away from where shares currently trade, while earnings based multiples still screen as relatively attractive. A 65.9% return over 5 years suggests Microsoft has already rewarded patient shareholders, so fresh money is stepping in after a strong multi year run rather than at an early stage. Heavy investment in AI...
The agreements apply to Unifor Locals employed at the Oshawa Assembly Plant, the CAMI Assembly Plant in Ingersoll, the St. Catharines Propulsion Plant, and the Woodstock Parts Distribution Centre.
Microsoft looks like a good buy to me because it has evolved into a core AI platform business.
GM recalled more than 600,000 vehicles for the problem in 2025.
Trump’s Canada tariff threat hit Detroit broadly, but Stellantis has the most awkward plant problem sitting right in the middle of it.
Billionaire Ron Baron turns a long-term bet on Elon Musk’s vision into a multibillion-dollar position
The bull case here turns less on whether AI demand arrives than on how fast Microsoft can deliver the orders it has already booked.
While NVIDIA dominates AI headlines, one software giant is quietly building what may be the most defensible enterprise AI position in the market, and the valuation tells a very different story than the narrative suggests.
While Alphabet and Microsoft burn through hundreds of billions on AI infrastructure, one Magnificent 7 giant is hitting fresh highs by doing the opposite, and Wall Street is starting to notice why that matters.
HWM's Q2 margin gains, fueled by strong aerospace demand and productivity, could support further expansion as 2026 unfolds.
A Truth Social post landed at the open and immediately sent Detroit's Big Three into a tailspin, but the selloff is hitting Ford and Stellantis twice as hard as General Motors and nobody can fully explain why.
IBM is adding AI-powered live updates, serve analysis, match insights and conversational chat to personalize the 2026 US Open fan experience.
XPeng (XPEV) provided a third-quarter revenue outlook below Wall Street's estimates on Monday as the
Prediction markets give Tesla Inc (NASDAQ:TSLA), the electric carmaker, just a 17% chance of completing a genuine retail sale of its Cybercab this year. Market confidence has fallen from 33% in late April despite an upcoming exclusive launch event in Austin, Texas, on September 3. The...
AI is creating winners and losers far beyond the stock market
Jersey Mike's Subs (JMKE) has visible same-store sales growth drivers for continued share gains, a l
Tens of thousands of German autoworkers' jobs are at risk as net profit margins shrink.
JPM's improving card credit trends and lower 2026 loss outlook signal stabilization, though elevated rates remain a risk to further progress.
Large-scale mining and manufacturing projects leader appointed in planned succession; Guy Bourassa to support the transition as Director and Strategic Advisor to Management.Montréal, Québec--(Newsfile Corp. - August 24, 2026) - Scandium Canada Ltd. (TSXV: SCD) (the "Company") is pleased to announce that its Board of Directors has appointed Simon Thibault as President and Chief Executive Officer of Scandium Canada and President of Scalium+, the Company's wholly owned advanced alloys and...
Investing.com -- BofA Securities initiated coverage of Alvotech S.A. with a “buy” rating and a $7 price objective, versus the stock’s $4.43 price as of Monday, after the FDA’s closure of its inspection of the company’s Reykjavik manufacturing facility removed a key regulatory overhang and as the biosimilar developer enters what BofA called its most meaningful launch cycle since inception.
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
DXY remains pressured by U.S. fiscal concerns as EUR/USD and GBP/USD hold firm, although both pairs face major technical resistance.
23 Aug, 2026
US-Canada trade talks collapsed over a range of issues where the written text of a potential deal was at odds with what the Canadian side believed it had agreed to, Prime Minister Mark Carney’s top US envoy says.
The banking giant just raised its payout again, and Berkshire Hathaway is still cashing in.
Investor optimism has climbed to its third-highest level since 2022, according to Bank of America’s August Global Fund Manager Survey, with portfolio cash holdings approaching historic lows and allocations to equities reaching their strongest level in nearly five years. Cash declined to 3.
22 Aug, 2026
Unifor has reached tentative agreements with General Motors (GM) on behalf of more than 4,600 union members.
13:48
Seeking Alpha
SEC files insider trading charges against a former senior Bank of America (NYSE:BAC) investment banker related to a merger advisory assignment. Regulators allege the ex-banker misused confidential deal information to trade and tip others ahead of a high profile transaction. The case focuses on conduct during the individual's tenure at Bank of America and raises fresh questions about controls around sensitive deal data. Legal proceedings are ongoing, and Bank of America is not charged in the...
General Electric (GE) is back in focus after GE Aerospace and Kratos Defense & Security Solutions secured a U.S. Air Force contract tied to the GEK800 F143 engine, along with updated capital return plans. See our latest analysis for General Electric. General Electric’s share price has moved up 15.03% over the past 90 days and the 1-year total shareholder return of 31.37% points to momentum that has built over both shorter and longer periods as investors weigh defense contracts, capital...
Berkshire Hathaway reduced its position in the banking giant in its latest 13F regulatory filing.
21 Aug, 2026
The conglomerate's new CEO spent the second quarter selling the bank Buffett had been selling for two years -- and buying the airline Buffett sold out of in 2020.
The U.S. Securities and Exchange Commission on Friday charged a former senior Bank of America investment banker with insider trading, ‌alleging he tipped a longtime friend and former colleague about a pending merger, allowing ‌the friend to make $18.5 million of illegal profit. Jason Satsky, who was Bank of America’s co-head of Americas power and renewable ​energy banking, allegedly tipped Gavin Wolfe in late 2021 about the potential acquisition of South Jersey Industries, an energy holding company that the bank was advising. The SEC said Wolfe, who runs the firm Evergreen Capital and has been Satsky's friend for more than 20 years, bought more than 2.2 million ‌shares of the South Jersey Gas ⁠parent worth about $53 million, and realized a 36% gain after the company announced an $8.1 billion buyout on February 24, 2022.
Several hated assets could benefit if consensus starts cracking
Crowded positioning could make the next pullback sharper
The planemaker's delivery recovery is real, and the cash it throws off is still a small fraction of the annual figure management says is well within reach.
Major Wall Street brokerages are advising investors to capitalize on Walmart’s steepest stock drop in four years, maintaining that the retail giant’s long-term growth story remains intact.
Walmart stock keeps falling Friday but some on Wall Street believe it’s an opportunity to buy shares on the cheap.
GE's strong liquidity and higher free cash flow outlook support increased dividends and share buybacks, reinforcing shareholder returns.
If bankers are ignoring the signs of a crash, should you, too?
A brisk rally in industrial stocks this year has defied higher oil prices, rising bond yields and restrictive trade policies, as investors bet on big gains from the artificial intelligence boom. Now signs are emerging the optimism may have gone too far.
12:00
Seeking Alpha
10:15
Yahoo! Finance
Former General Electric and Thermo Fisher Scientific counsel Jonas Svedlund will oversee the carrier’s legal and compliance functions.
A failure in the US Treasury's plan to tame long-term bond yields would pressure the dollar and spur short bets against riskier assets in the lead-up to November midterm elections, according to Bank of America Corp. strategist Michael Hartnett.
HP heads into earnings with its PC business regaining ground, while Bank of America warns that rising costs could leave investors with a tougher outlook.
Boot Barn, Five Below, The Ensign and GE HealthCare have been highlighted in this Screen of The Week article.
After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.
DXY remains under pressure amid U.S. fiscal concerns, while EUR/USD and GBP/USD extend gains on expectations for tighter ECB and BoE policy.
04:30
Seeking Alpha
20 Aug, 2026
The engines it is shipping to build tomorrow's service revenue are costing margin today, and the shares carry almost no cushion if that bill runs long.
Northrop Grumman (NOC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
12:21
Seeking Alpha
DXY remains under pressure as Treasury buybacks push long-term yields lower, while EUR/USD and GBP/USD extend gains amid shifting rate expectations.
19 Aug, 2026
The defense contractor Lyntris sold 17 million shares in its IPO. The stock closed 14% below its list price of $17.50 a share, according to MarketSurge.
Three industrial giants all chased the same AI power buildout in 2026, but the market rewarded them very differently, and the gap between winner and also-ran reveals exactly what investors are betting on next.
SpaceX approached artificial intelligence coding startup Cognition AI Inc. about a potential acquisition, according to people familiar with the matter, in what would have been its second large takeover in recent months to gain ground in the AI race.
17:31
Seeking Alpha
Industrial stocks have gotten expensive, but here are some with the most attractive growth prospects.
Morgan Stanley analyst Kristine Liwag on Wednesday upgraded shares of Honeywell Aerospace to Buy from Hold.
DXY tests critical support as traders await Fed minutes, while ECB rate expectations and UK inflation shape the outlook for EUR/USD and GBP/USD.
18 Aug, 2026
Kratos Defense & Security Solutions and GE Aerospace recently announced that their jointly developed GEK800 turbofan engine, now designated F143-ZZ-100, secured a U.S. Air Force Engineering, Manufacturing and Development contract as a second-source propulsion system for the Joint Air-to-Surface Standoff Missile program. This win highlights GE Aerospace’s expanding role in supplying compact, lower-cost propulsion for long-range missiles and uncrewed aerial systems, reinforcing its presence...
General Electric stock has delivered a very strong run over the past five years, yet current checks suggest the share price now trades at a premium to what a Discounted Cash Flow (DCF) intrinsic value estimate and market multiples imply. General Electric has returned roughly 5x over the past five years, which puts extra focus on whether recent gains leave limited room for valuation upside. Growth in areas such as aerospace engines and gas turbines may support long term cash flow. However,...
GE's 19.9% YTD rally reflects strong commercial and defense demand, but rising costs, debt and a premium valuation temper near-term upside.
HWM's defense aerospace revenues rise 11%, while gas turbine sales surge 38%, adding momentum as military funding expands.
DXY remains under pressure as Fed pause expectations rise, while EUR/USD and GBP/USD stay supported by comparatively hawkish ECB and BoE outlooks.
11 Aug, 2026
Currency markets are testing support areas in early Tuesday trading. At this point, the interest rates in America continue to play a big part.
DXY, EUR/USD and GBP/USD trade near key technical levels as markets await U.S. CPI for fresh clues on inflation and the Fed’s September policy outlook.
10 Aug, 2026
The American currency gains ground, supported by rising Treasury yields.
The US dollar is trying to turn things around early on Monday.
Weak U.S. payrolls pressure the dollar as markets turn to July CPI for fresh Fed clues, while EUR/USD and GBP/USD test major resistance.
07 Aug, 2026
The American currency is under pressure as traders reduce bets on hawkish Fed.
The U.S. dollar gets hit after a weaker-than-anticipated jobs number.
US Dollar Price Forecast: DXY trades near key support ahead of Friday’s U.S. Nonfarm Payrolls report, while EUR/USD tests resistance and GBP/USD consolidates after recent gains.
06 Aug, 2026
Apparent deescalation in the Gulf and lower expectations for the Fed to hike twice have been negative for the US dollar.
17:07
Seeking Alpha
04 Aug, 2026
17:35
Seeking Alpha
27 Jul, 2026
10 Jul, 2026
31 May, 2026
Investing.com -- The Reserve Bank of India (RBI) is expected to maintain interest rates at its June monetary policy meeting while adopting a more hawkish tone, according to a new report by Bank of America (BofA) Global Research.

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