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Cisco delivered a headline earnings beat, but the market is testing a more important question: how much of the AI-networking story drops through to durable owner earnings. When margins wobble, optimism gets repriced fast.
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A federal trade court upheld President Donald Trump's elimination of the "de minimis" loophole, which allowed low-value goods to be imported to the U.S. tax free. Trump, a major proponent of tariffs and other forms of protectionism, celebrated the continued closure of the exemption, which he claims has cost the U.S. billions of dollars in uncollected tax revenue.
Key Takeaways The market is unusually disconnected from today's economy. The market is focused on the future of AI rather than the near-term economy.
Bullish sentiment decreased 2.3 percentage points to 34.7%. Neutral sentiment increased 2.4 percentage points to 27.4%.
Bloomberg's Anya Andrianova joins Emily Graffeo on "Real Yield." The yen remains within striking distance of a crucial level against the dollar, even after Prime Minister Sanae Takaichi's government was said to support an interest-rate hike.
Cellebrite DI Ltd. experienced a 33% post-earnings drop, but I view this as an overreaction given its robust fundamentals. Q2 saw ARR and revenue growth miss guidance, management transition, and slower-than-expected Inseyets conversions, but core products and retention remain strong. CLBT maintains high gross margins (80%+), strong free cash flow (28%), and guides for high-teens revenue growth despite execution risks and rising stock-based compensation.
White Mountains Insurance Group, Ltd. is downgraded to Hold after a 20% share price run-up and signs of the underwriting cycle peaking. WTM remains discounted to book value and trades at a low P/E under 5x, with no evidence of a re-rating despite recent outperformance. Recent asset sales and acquisitions have left WTM with 14% undeployed capital, but management signals the current market is unfavorable for new deals.
For a market braced for an inflation surprise, July's CPI report provided none of the sort. Core CPI rose 0.2% and headline CPI increased 0.1%, both matching expectations.
Well-appointed buildings in locations near transit have been in high demand as employers calling workers back to the office seek to improve the experience.
Crypto firms have already dabbled in tokenized stocks, though they're prevented from offering them to U.S. investors except in limited cases.
The billionaire investor's portfolio has trailed the broader market since he took the fund, Pershing Square USA, and his firm public in April.
The average rate on a 30-year fixed mortgage fell this week to 6.67%, according to the latest Freddie Mac data released Thursday. That is down from last week's reading of 6.69%.
Investors need to be on their guard against the pumpkin-spice latte effect, which is about to rear its ugly head.
Why oil prices have not super-spiked despite the ongoing Strait of Hormuz standoff. Wall Street's top energy stock picks heading into the fall.
Sky Harbour Group Corporation reported improved Q2 '26 profitability metrics, yet remains unprofitable on a GAAP basis. SKYH's unique airport hangar leasing model shows operational scale, with campus profit more than doubling year-over-year and occupancy at 83.7%. Profitability at the campus level excludes depreciation and interest, masking true long-term returns; including these, adjusted profit is near breakeven.
Next week will bring a fresh batch of economic data, including the July Federal Open Market Committee (FOMC) meeting minutes and the U.S. Manufacturing Purchasing Managers' Index (PMI).
A trio of emerging economic forces could boost global production of electric vehicles with implications for oil, power and metal markets, a report from Wood Mackenzie said on Thursday.
Crypto companies are increasingly building businesses that don't depend on crypto booming forever. In this episode of The Daily Wolf, Scott Melker explains why Wintermute is spending $1 billion to expand into traditional markets and AI, as weaker crypto trading volumes push major companies toward new sources of revenue.
Luigi Mangione is expected to plead guilty Friday in his federal criminal case, where he is charged with stalking in connection with his alleged killing of UnitedHealthcare CEO Brian Thompson on a midtown Manhattan street in 2024, The New York Times reported. Mangione is scheduled to appear in U.S. District Court in Manhattan on Friday for a pretrial conference with Judge Margaret Garnett, which was requested in a court filing on Tuesday by both prosecutors and defense lawyers.
As analysts call for AI capex to hit $1 trillion in 2027, Big Tech showed strong progress on AI monetization in Q2. Despite strong increases for AI revenue un rates, Big Tech's capex to AI revenue ratios remain elevated from 1.5X to 4X.
Harrow is upgraded from Hold to a cautious Buy, driven by Q2 executional improvements and better visibility on operating leverage. VEVYE's revenue and economics have improved, while IHEEZO delivered record demand despite reimbursement headwinds, supporting the growth thesis. I model $490M in 2027 revenue and a 4.5x EV/sales multiple, yielding a $52 price target—about 33% upside from current levels.
BTBT's revenues surge on cloud growth and new contracts, but heavy impairments, digital asset losses and interest costs drive a wider Q2 loss.
Intuitive Machines NASDAQ: LUNR reported second-quarter revenue of $206 million, more than four times its prior-year result, as the company expanded its satellite manufacturing, lunar-services and national-security operations. Management reaffirmed full-year revenue guidance of $900 million to $1 billion and its expectation for positive adjusted EBITDA.
TIC Solutions remains a Hold as valuation offers limited upside despite positive backlog and data-center tailwinds. Organic growth is modest at 2.5%, with the I&M segment still declining and a challenging H2 margin target ahead. Record C&E and GEO backlog, plus expanding data-center business, provide growth visibility but require execution to drive higher margins.
NEW YORK--(BUSINESS WIRE)--JetBlue (NASDAQ: JBLU) today announced the promotion of Jeffrey Winter to Senior Vice President, Flight Operations, Inflight Experience and Technical Operations, where he will oversee three of the airline's largest operational organizations and join JetBlue's Senior Leadership Team. Winter's appointment is part of an evolution of JetBlue's operations organization that brings Flight Operations, Inflight and Technical Operations under one executive leader. The new struc.
LOS ANGELES, Aug. 13, 2026 /PRNewswire/ -- The Law Offices of Frank R. Cruz announces that investors with losses related to Microvast Holdings, Inc. (MVST) have opportunity to lead the securities fraud class action lawsuit.
New York, New York--(Newsfile Corp. - August 13, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of PROCEPT BioRobotics Corporation (NASDAQ: PRCT) between February 28, 2024 and February 25, 2026, inclusive (the "Class Period"), of the important September 22, 2026 lead plaintiff deadline. SO WHAT: If you purchased PROCEPT common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
Hyliion Holdings Corp. reported better-than-expected Q2 results and raised full-year revenue guidance. In addition, the company projected lower near-term cash usage than previously anticipated. However, cash burn is likely to increase very significantly next year as the company prepares to resume additive printer purchases in order to ramp up KARNO production. As a result, I expect Hyliion to commence sales under the recently established up to $100 million ATM offering sooner rather than later.
New York, New York--(Newsfile Corp. - August 13, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Photronics, Inc. (NASDAQ: PLAB) between December 10, 2025 and May 27, 2026, inclusive (the "Class Period"), of the important September 4, 2026 lead plaintiff deadline. SO WHAT: If you purchased Photronics securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
CorMedix Inc. (CRMD) Q2 2026 Earnings Call Transcript
Kimball Electronics, Inc. (KE) Q4 2026 Earnings Call Transcript