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8/2
14:58
Former US hostage and diplomat John Limbert says Washington's 'iron fist' approach is ineffective with Iran
John Limbert, a former US hostage in Tehran and former US deputy assistant secretary of state for Iran, argues that Washington "can't bomb and assassinate its way to a better relationship" with Iran. Limbert states that neither the US nor Iran can dictate terms to the other, and current strategies, such as US bombings or Iranian attacks on ships in the Strait of Hormuz, are not leading to desired outcomes.
14:52
Big Tech's AI shakeout sees Amazon, Microsoft, and Alphabet gain nearly $1.5 trillion in market value, while Apple, Meta, and Tesla lose over $440 billion combined
During recent earnings, Amazon, Microsoft, and Alphabet collectively added nearly $1.5 trillion to their market capitalization, with Microsoft gaining over $600 billion and Amazon and Alphabet each adding more than $400 billion. In contrast, Apple shed over $350 billion, Meta Platforms erased more than $85 billion, and Tesla dropped over $7 billion. This $2 trillion market value shift indicates Wall Street's new focus on AI monetization, favoring companies with established cloud platforms that can generate recurring revenue from AI infrastructure, rather than just heavy AI investment.
14:46
Analysis: Aehr Test Systems (AEHR) is a Better Buy Than C3.ai (AI) for 2026, Citing AEHR's Record Bookings and C3.ai's Revenue Decline
An analysis published on Yahoo Finance suggests Aehr Test Systems (NASDAQ:AEHR) is a better investment than C3.ai (NYSE:AI) for 2026. The analysis highlights Aehr's focus on essential chip testing equipment for high-growth markets, noting its record quarterly bookings and backlog, with guidance for 2-3x revenue growth in the coming fiscal year. In contrast, C3.ai, an enterprise AI software provider, reported a FY2026 revenue decline of nearly 35.7% to approximately $250.3 million and a net loss of close to $470.4 million. Aehr Test Systems' FY2026 revenue was close to $50.0 million, a 15.2% decline, with a net loss of approximately $7.1 million, but the analysis emphasizes its stronger operational focus and growth trajectory.
14:46
Berkshire Hathaway’s New CEO Abel Continues to Increase His Stake Google; Purchased an Additional $10 Billion in Stock Through a Private Placement in June 2026
Greg Abel, the new CEO of Berkshire Hathaway, is actively increasing his stake in Google (Alphabet) to make up for Warren Buffett’s regret over not investing in Google early enough.After initially establishing a position of approximately 18 million shares in the third quarter of 2025, Abel added another 40 million shares in the first quarter of 2026.Most recently, in June 2026, Abel spent $10 billion to purchase shares of Google through a private placement transaction, which included $5 billion in Class A shares and $5 billion in Class C shares.This move is seen as a strong endorsement of Google and its investments in the field of artificial intelligence (AI). Although market concerns over AI spending have led to some restraint in AI investment enthusiasm in 2026, Berkshire’s continued investment demonstrates its confidence in the long-term prospects of AI.Statista forecasts that the global AI market will be worth $617 billion in 2026 and is expected to grow to $1.2 trillion by 2032.
14:35
Washington State will launch the “Washington Saves” program on July 1, 2027, to automatically enroll employees without employer-sponsored retirement plans in IRA accounts.
Washington State will launch the “Washington Saves” program on July 1, 2027. The program will automatically enroll employees who do not have an employer-sponsored retirement plan into an Individual Retirement Account (IRA), with a default contribution rate of 3% to 7%. Established by the 2024 legislature, the program aims to help employees who do not have access to retirement benefits such as 401(k) plans build retirement savings. Employees may choose between a traditional IRA and a Roth IRA; withdrawals from a Roth IRA are generally tax-free and do not count toward taxable income for Social Security benefits, thereby preventing Social Security benefits from being taxed. In addition, eligible low- and middle-income savers may receive up to $1,000 in federal matching funds annually. Currently, the Washington State Administrative Board has not yet finalized the account options and default types.
14:34
US Senate's Clarity Act Faces Hurdles Ahead of Recess; White House Yet to Respond to Revised Ethics Provision
The U.S. Senate is nearing its summer break, with limited time remaining to advance the Digital Asset Market Clarity Act. As of July 31, no motion to proceed had been filed for the bill. Senators Ruben Gallego and Thom Tillis submitted a revised ethics provision to the White House on Thursday, but the White House had not officially responded by Friday afternoon. Industry sources indicate that ethics remains the primary unresolved issue preventing the bill's progress. The crypto industry is pushing for a procedural vote this week, hoping to set the stage for the bill's passage when the Senate reconvenes in September. A recent report from the Crypto Council for Innovation highlighted that 80% of crypto developers and 88% of market share operate outside the U.S., underscoring the urgency for regulatory clarity.
14:31
Yahoo Finance analysis suggests IonQ (IONQ) is a better buy than Rigetti (RGTI) in 2026, citing IonQ's 201.9% revenue surge to $130M in FY2025 while Rigetti's revenue fell 34.3% to $7.1M
A Yahoo Finance analysis comparing quantum computing stocks IonQ (NYSE:IONQ) and Rigetti Computing (NASDAQ:RGTI) suggests IonQ is a better buy for 2026 due to stronger commercial traction. The analysis highlights IonQ's FY 2025 revenue reaching $130.0 million, a 201.9% increase from FY 2024, alongside a net loss of $510.4 million. In contrast, Rigetti's FY 2025 revenue decreased by 34.3% to $7.1 million, with a net loss of $216.2 million. Both companies reported zero debt-to-equity and negative free cash flow in FY 2025, indicating they are still in early, capital-intensive stages of development.
14:30
The analysis notes that while Monster Beverage’s 2-for-1 stock split does not in itself alter its long-term outlook, the strong growth driving it is worth noting.
The analysis notes that energy drink manufacturer Monster Beverage (NASDAQ: MNST) will conduct a 2-for-1 stock split on August 11. Although a stock split does not fundamentally alter the company’s long-term outlook, such moves typically occur following a significant rise in the stock price, suggesting that management is satisfied with the stock’s performance. The article emphasizes that what truly merits investors’ attention is the strong business growth behind Monster Beverage.

The company’s stock price has risen approximately 58% over the past year, with a recent closing price of $96.38, approaching its 52-week high of $100.34. Monster Beverage’s net sales rose 26.9% year-over-year to $2.35 billion in the first quarter of 2026, with international sales surging 44.9% to $1.06 billion, accounting for 45% of total sales. During the same period, operating income rose 28.1% to $730 million, net income increased 28.6% to $569.5 million, and earnings per share climbed 27.6% to $0.58. The company also returned approximately $100 million to shareholders through share buybacks. Analysts believe that the second-quarter earnings report, scheduled for release on August 6—rather than the stock split itself—will be the key factor in assessing whether its high valuation (a price-to-earnings ratio of approximately 47) is justified.
14:30
The commentary noted that TSMC. announced an additional $100 billion investment in its Arizona plant, bringing the total investment to $265 billion; the CEO expects demand for AI chips to continue at least through 2029–2030.
A commentary piece on Yahoo Finance noted that TSMC (TSMC), the world’s leading chipmaker, announced in its second-quarter earnings report that it would invest an additional $100 billion in its manufacturing facilities in Arizona, bringing its total investment in the state to $265 billion.The article also noted that TSMC CEO Wei Zhejia said during the second-quarter earnings call that he expects demand for artificial intelligence (AI) chips to continue at least through 2029–2030 and possibly even longer as new industries emerge.
14:20
The price of JST (JUST) rose to $0.10658, hitting a new high in the past 365 days
14:19
Benchmark analyst Gary Mobley is bullish on the quantum computing sector, saying companies like IonQ are likely to benefit
Benchmark analyst Gary Mobley (ranked among the top 4% of Wall Street analysts) is bullish on the long-term potential of the quantum computing sector and advises investors to adopt a portfolio strategy. He believes that as the industry approaches widespread commercial adoption, companies such as IonQ are poised to benefit.

Mobley noted that the quantum computing market is projected to grow from approximately $1.9 billion in 2026 to over $8 billion by 2033. He specifically mentioned IonQ, which completed its $1.8 billion acquisition of U.S. semiconductor foundry SkyWater on July 31, making it the only U.S.-based quantum hardware company with a Pentagon-certified domestic foundry. IonQ reported first-quarter 2026 revenue of $64.7 million, a year-over-year increase of more than 700% and $15 million above expectations, but posted a net loss per share of $0.34, which was higher than expected.
14:15
Sprouts Farmers Market (SFM) Stock Surges Over 16% After Q2 Earnings Beat Estimates
Shares of Sprouts Farmers Market (NASDAQ: SFM) climbed more than 16% this past week after the natural and organic grocery chain delivered better-than-expected financial results for its fiscal second quarter, which ended on June 28. The company reported earnings per share of $1.37, a 1% increase year-over-year, surpassing Wall Street's estimates of $1.34. Net sales grew 5% to $2.3 billion.

For the full year, Sprouts expects net sales growth of 5.5% to 6.5% and earnings per share between $5.32 and $5.40, driven by 42 net new store openings. Management also anticipates comparable sales to turn positive in the third quarter.
14:14
Japanese Companies' Capex Hits Record High, Led by NTT & Toyota on AI & Factory Investments
Capital spending by major Japanese companies, including NTT, Toyota, Nippon Steel, and Honda, is projected to reach an all-time high this fiscal year. This surge is primarily driven by significant investments in AI-related infrastructure such as data centers, chipmaking, and power grids, as well as factory retooling.
14:04
Cantor Fitzgerald analysts reaffirmed their “Buy” rating on SpaceX with a price target of $246, representing 127% upside from the current stock price.
Ahead of SpaceX’s (SPCX) upcoming second-quarter earnings release on August 4, Colin Canfield, lead analyst at Cantor Fitzgerald, reaffirmed his “Buy” rating on the stock and maintained a price target of $246. Given that SpaceX’s current stock price is $108.37, this target price implies potential upside of approximately 127%. Canfield believes that by integrating its Falcon rockets, Starship, Starlink, and AI businesses, SpaceX has built a unique economic ecosystem that sets it apart from traditional aerospace companies. The upcoming earnings report will be a key test of whether SpaceX can generate sufficient financial resources to support its ambitious goals. Investors will be watching closely for issues such as the profitability of the AI business, how the company will finance its massive capital expenditures, and selling pressure following the expiration of the IPO lock-up period.
13:37
Morgan Stanley Launches the "Ethereum" and "Solana" ETFs with a Management Fee of 0.14% and Integrated Staking Rewards
On July 28, investment bank Morgan Stanley announced the launch of two new cryptocurrency ETFs, tracking Ethereum (Ethereum) and Solana (Solana), respectively.Both ETFs have an expense ratio of 0.14%, the same as the firm’s previously launched “Bitcoin” trust product, which is lower than most comparable products on the market. Additionally, both ETFs incorporate staking functionality, with 95% of staking rewards expected to be returned to shareholders.With over 16,000 financial advisors, this move will enable Morgan Stanley to offer these new crypto investment options to its clients, further enhancing the legitimacy of cryptocurrencies and providing investors with more high-quality investment tools.
13:37
Analysis: Bloom Energy (BE) is a better buy than pre-revenue Oklo (OKLO) in 2026, citing BE's proven fuel cell solutions and 40% stock retreat
An analysis suggests Bloom Energy (NYSE:BE) is a better stock to buy in 2026 compared to pre-revenue small modular reactor developer Oklo (NYSE:OKLO). The analysis highlights Bloom Energy's proven solid-oxide fuel cell technology, which generated nearly $2.0 billion in revenue in FY 2025 (up 37.3%), despite a net loss of $88.4 million. It also notes Bloom Energy's recent $1.7 billion project with Nebius and a financing framework with Brookfield Asset Management.

Conversely, Oklo, while having signed significant agreements with Switch and Meta Platforms for future power needs, reported no revenue in FY 2025 and a net loss of $105.7 million, facing regulatory uncertainty and a $6.75 billion market cap without commercialized technology. The analysis points to Bloom Energy's 40% stock retreat from its late June high as an opportunity, anticipating year-over-year revenue doubling in 2026.
13:37
Bank of America reiterates Buy rating on Apple (AAPL) with $380 price target, citing strong underlying business and production shortages
Bank of America analyst Wamsi Mohan reiterated a Buy rating on Apple (AAPL) and maintained a $380 price target, which is approximately 14% above the stock's closing price of $333.43 on July 30. The firm believes investors are misinterpreting Apple's Q3 2026 results, arguing that the underlying business is stronger than headline numbers suggest. BofA attributes Apple's conservative September quarter guidance to production shortages for iPhones, Macs, and iPads, rather than slowing demand. The bank also raised its EPS estimates for Apple for the next three fiscal years, now modeling FY2026 EPS at $8.85, FY2027 at $9.92, and FY2028 at $10.95.
13:21
Teva Pharmaceutical stock surged 12.3% last week, driven by better-than-expected Q2 sales and planned NYSE direct listing
Teva Pharmaceutical (NYSE: TEVA) stock rose approximately 12.3% last week. The surge was primarily attributed to the company's second-quarter report, which showed sales of $4.1 billion, surpassing average analyst targets by roughly $70 million, and a softer-than-expected year-over-year revenue decline.

Additionally, Teva announced plans for a direct listing of its common stock on the New York Stock Exchange (NYSE), replacing its American Depositary Receipts (ADRs) starting September 14. This move is expected to attract institutional investors and retail traders.
13:03
DeFi Platform Spark Ditches Consumer App for B2B Backend, Revenue Falls to $20M; OTC Lending Hits $260M, Targets $1B by Year-End
DeFi platform Spark, an affiliated lending and liquidity unit of Sky (formerly MakerDAO), has shelved its consumer-facing app to focus on a business-to-business (B2B) backend model, providing yield and liquidity services to tech giants and fintechs. The company's annual revenue has fallen from $80 million during the bull market to approximately $20 million today. Despite this, Spark's Bitcoin-backed over-the-counter (OTC) loans, issued through Anchorage, currently stand at $260 million in outstanding balance, with a target to reach $1 billion by year-end. The platform's stablecoin FX layer on Uniswap has also routed roughly $1.5 billion in its first 30 days, accounting for about 30% of stablecoin-to-stablecoin swap volume on Uniswap.
12:54
Cathie Wood's Ark Innovation ETF Sells $5.5 Million in Snowflake (SNOW) Shares After Recent Surge
Cathie Wood's Ark Innovation ETF (ARKK) sold 18,855 shares of cloud software company Snowflake Inc (SNOW) on July 31, valued at approximately $5.5 million. This move comes after Snowflake stock surged nearly 10% over the past five trading days, ahead of its fiscal Q2 earnings report expected on August 26. Wells Fargo recently raised its price target on SNOW to $500, citing its potential as an AI beneficiary.

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