Walmart (WMT) Starts Delivering Donuts, and DoorDash and Uber Eats Should Take Notice
CNBC reported on September 5 that Walmart Inc.
Goldman Sachs and Billionaires Like These 2 AI Stocks
Goldman Sachs Group Inc.'s latest 13F filing shows the bank raised its stakes in Micron Technology, Inc. (NASDAQ:MU) and Amazon.com, Inc. (NASDAQ:AMZN) during the second quarter of 2026.
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GM and Ford Take their Century-Old Rivalry to the Battlefield and the Power Grid
General Motors Company (NYSE:GM) and Ford Motor Company (NYSE:F), rivals for more than a century in racing and vehicle sales, are now competing in defense contracting and energy storage, CNBC reported...
Equinix (EQIX): A 1998 Data Center Company that Found its Own AI Niche
CNBC reported on September 2 that Equinix, Inc.
Honda (HMC) Squeezes its Suppliers to Fight Off Cheaper Chinese Rivals
Reuters reported on September 2 that Honda Motor Co., Ltd.
American Airlines (AAL) Puts $1,000 Behind its Workers' Kids
American Airlines Group Inc.
Cook Hands Ternus Apple (AAPL) that Still has to Prove itself on AI
Tim Cook stepped down as Apple Inc. (NASDAQ:AAPL)’s CEO on September 1 after 15 years, becoming executive chairman and handing the role to hardware chief John Ternus, Reuters reported.
Tesla (TSLA)'s China Growth Streak Hits Double Digits, But Barely
Reuters reported on September 2, citing data from the China Passenger Car Association that Tesla, Inc.
Meta's $18 Billion Settlement Could Be the Green Light for a New AI Push
Meta Platforms, Inc.
Palantir (PLTR)’s CEO Bets his Own Money on Ukraine's Ousted Tech-Warfare Architect
CNBC reported on September 2 that Palantir Technologies Inc.
Berkshire (BRK.B)'s CEO Says Communities Are Fighting Back on Data Centers
Berkshire Hathaway Inc. (NYSE:BRK.B) CEO Greg Abel told CNBC's Becky Quick on September 2 that "there is a lot more pushback in the communities across the U.S." against new data center construction.
Uber Cuts 10% of its Workforce to Fund a $10 Billion Robotaxi Bet
Uber Technologies, Inc.
Revolution Medicines (RVMD) Gets its First Approved Drug, and the Market Shrugs
Reuters reported that the FDA approved Revolution Medicines, Inc.
Oracle (ORCL)'s Licensing Terms Draw the Same EU Scrutiny that Just Cost SAP Concessions
The licensing practices of Oracle Corporation (NYSE:ORCL) are on the radar of European Union antitrust regulators, a person familiar with the matter told Reuters on September 1, in a case similar to one...
Baldness Drug Stocks like Veradermics (MANE) and Absci (ABSI) Are Chasing the Same Wall Street Magic as Ozempic
Bloomberg reported on August 29 that hair-loss drug stocks are surging as Wall Street bets on a new pharmaceutical goldmine following the GLP-1 weight-loss boom.
Conagra (CAG) Bets "GLP-1 Friendly" Labels Can Offset a Shrinking Appetite for its Food
The Wall Street Journal reported that weight-loss drugs are reshaping how Americans eat, posing what it called Big Food's biggest challenge: a shrinking appetite for packaged food itself.
Mercado Pago Keeps Issuing Credit Cards Even as Brazil Worries About Debt
Reuters reported that Mercado Pago, the fintech arm of MercadoLibre, Inc.
Frontier (ULCC)'s CEO is Racing to Claim the Market Spirit Airlines Left Behind
The Wall Street Journal reported that Frontier Group Holdings, Inc. (NASDAQ:ULCC) CEO Jimmy Dempsey took over permanently in January 2026 after Barry Biffle's abrupt December exit.
Palo Alto (PANW)'s CEO Puts a Trillion-Dollar Number on the AI Security Gap
CNBC reported that Palo Alto Networks, Inc.
Dell Technologies (DELL) Raises its AI Server Forecast for the Second Time This Year
On September 1, CNBC reported that Dell Technologies Inc.
Micron (MU)'s Taiwan Workers Want a Bigger Slice of its Record AI Profits
Reuters reported that Micron Technology, Inc.
Nvidia Is Letting Rival AI Chips Into Its Racks. Astera Labs Could Be the Quiet Winner
NVIDIA Corporation (NASDAQ:NVDA) is doing something that initially sounds counterintuitive: making it easier for competing AI accelerators to live inside Nvidia-designed systems.
An Intel-Backed Startup Says It Can Beat HBM. Is Micron's AI Memory Boom Vulnerable?
Micron Technology, Inc. (NASDAQ:MU) has become one of the AI boom's biggest beneficiaries because high-bandwidth memory has turned into a scarce strategic resource.
Broadcom's Custom AI Chip Boom Has a Powerful Landlord: TSM
Broadcom Inc. (NASDAQ:AVGO) has become one of the clearest alternatives to NVIDIA's merchant-GPU model as hyperscalers increasingly design custom AI accelerators.
Google's $15 Billion Finland AI Build Is Good News for Nvidia, With One Important Catch
Alphabet Inc. (NASDAQ:GOOGL) is putting another $15 billion behind the AI infrastructure race.
TSM's Record Month Confirms AMD's AI Ramp, but Its Pricing Power Could Take Some of the Upside Back
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported a record August just as Advanced Micro Devices, Inc. (NASDAQ:AMD) is pushing deeper into the AI accelerator market.
Marvell Is Winning Custom AI Business. TSMC May Be the Safer Way to Play It
Marvell Technology, Inc. (NASDAQ:MRVL) is betting heavily on custom AI accelerators and networking.
AI's HBM Shortage Strengthens Micron's Hand—and Pressures Nvidia's GPU Economics
One of the biggest bottlenecks in the AI chip market has become high-bandwidth memory.
RTX Corporation (RTX) Doubles Down on Defense Manufacturing — Is the Stock Still a Buy?
On August 27, RTX Corporation (NYSE:RTX) announced that its Raytheon unit had completed a $50 million expansion of its Forest, Mississippi, manufacturing facility.
TSM Just Posted Record Sales. Nvidia May Be Both the Winner and the One Paying for It
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) just delivered another hard-data point showing that the AI semiconductor boom remains very much alive.
Jensen Huang Says Cybersecurity Is AI's Next Blockbuster App. CrowdStrike Is Already Building It With Nvidia
NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang thinks cybersecurity could become one of artificial intelligence's next major application markets. CrowdStrike Holdings, Inc.
Oracle Just Showed a Less Painful Way to Finance AI Clouds. That's Awkward for CoreWeave
Oracle Corporation (NYSE:ORCL) and CoreWeave, Inc. (NASDAQ:CRWV) are both spending enormous sums to turn scarce GPUs and data-center capacity into AI cloud revenue.
American Airlines Group (AAL) Chases the High-Spend Flyer — But Can Margins Follow?
American Airlines Group Inc. (NASDAQ:AAL)’s first retrofitted Boeing 777-300ER took off on its maiden commercial flight on September 2 from New York to Buenos Aires.
Adobe Beat and Raised but Fell. Salesforce Shows What Investors Now Demand From AI Software
Adobe Inc. (NASDAQ:ADBE) delivered another quarter showing that artificial intelligence can strengthen incumbent software companies. Investors still want more proof.
Oracle Is Spending Tens of Billions on AI Infrastructure. Where Does the Physical Money Go?
Oracle Corporation (NYSE:ORCL) spent $28.5 billion on capital expenditures in its latest quarter as it raced to build cloud capacity for artificial intelligence. Vertiv Holdings Co.
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