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8/20
13:29
This wide range suggests the market is pricing in room for both the company's momentum in Agentforce, Data 360, and Slack, as well as ongoing weakness in marketing, commerce, and Tableau bookings.
13:27
The sale process for EverBank, an online bank based in Florida, has been ongoing for several months. If a sale agreement cannot be reached, the company may pursue an initial public offering (IPO). EverBank is the sponsor of the Jacksonville Jaguars' stadium and a brand partner of quarterback Trevor Lawrence.
13:25
JPMorgan analyst Harlan Sur reinstated coverage of Sandisk (SNDK) with an overweight rating and a $2,250 price target. The memory supplier's stock is currently trading around $1,786, implying a potential 26% increase based on the new target. Sur cited strong demand for NAND flash memory driven by AI data centers, supply constraints, and Sandisk's multiyear agreements with major customers worth approximately $42 billion as key factors.
13:23
The Micron Research Labs, headquartered in Boise, Idaho, is described as the first dedicated memory research hub of its kind in the United States. The company plans to begin construction on the Boise facility in 2027, with the finished campus designed to accommodate hundreds of researchers. NVIDIA CEO Jensen Huang and Apple CEO Tim Cook, among others, have issued statements in support of the initiative. This new investment is separate from Micron's previously announced commitment to spend over $250 billion on manufacturing and R&D across the U.S.
13:23
Motley Fool analysts point out that Amazon's cloud computing division, Amazon Web Services (AWS), had a backlog of $496 billion at the end of the second quarter. The analysis suggests that this figure indicates very high demand for AWS, and Amazon is currently unable to build data centers fast enough to meet demand. Supply shortages are expected in both 2026 and 2027, and demand for 2028 has even started to emerge.
13:12
Motley Fool analyst Rich Smith noted that Redwire's Q2 revenue reached $117 million and its loss was $0.09 per share, both exceeding market expectations. The stock price rose by nearly 15% after the earnings release. The company's order backlog increased to $542 million, and sales are expected to grow to $500 million this year. However, the analyst believes that Redwire's current price-to-sales valuation (7.9 times trailing sales, 6.7 times current year expected sales) is significantly higher than the historical 2-4 times level for similar unprofitable space startups. The analyst expects Redwire's sales to reach $685 million by 2028, but it will still incur a loss of $10 million. Therefore, he advises investors to consider buying only when the stock price falls to $8 or below.
13:02
Quantum Computing Inc. shares also dropped 4% to $8.09. The selloff is not driven by company-specific news, but rather by bond market sentiment, with long-dated Treasury yields near multi-decade highs weighing on companies whose valuations depend on future cash flows.
12:53
Apple CEO Tim Cook will step down in September, to be replaced by hardware chief John Ternus. Wall Street expects Ternus to adopt a different strategy, focusing on more product innovation to adapt to the age of artificial intelligence.
12:46
Norwegian Cruise Line (NCLH) shares were down 5% to $16.50, Carnival (CCL) shares were down 4% to $25.65, and Royal Caribbean Group (RCL) shares were down 3% to $290.76 as of midday Thursday. With no company-specific news this week, the market attributed this to macro factors, as fuel costs directly impact cruise line profits. WTI crude oil prices reached $86.58 on Tuesday, up 2% from the previous week and 3.7% from the previous month.
12:46
Bitcoin surpassed $72,000 for the first time since June 1, driven by two key developments. First, the US Treasury announced it would at least double longer-term government bond buybacks to increase market liquidity. Second, President Donald Trump hosted crypto industry executives at the White House, reiterating his commitment to establish the US as a hub for the crypto industry. Trump cited his administration's efforts to end "Operation Chokepoint 2.0" and promoted initiatives like the GENIUS Act for stablecoin regulation, urging Congress to pass a "fair version" of the CLARITY Act. Following these announcements, Bitcoin was up 11% in 24 hours, Ethereum 19%, and XRP 19%, pushing the total crypto market capitalization up 10% to $2.52 trillion. Over $3 billion in crypto shorts and $305 million in longs were liquidated, with Bitcoin and Ether leading the short squeeze.
12:41
Vanguard released an investor allocation framework on August 14, expressing caution about the role of private equity in workplace retirement plans. This follows former U.S. President Donald Trump signing an executive order in August 2025, directing federal agencies to clear regulatory hurdles for alternative investments (including private equity, cryptocurrencies, and real estate) in workplace retirement plans. The Department of Labor also proposed safe harbor rules in March 2026, leading companies like BlackRock to begin developing related products. Vanguard's framework points out that private equity valuations are opaque and may conceal actual losses, and its illiquidity could create complexities if investors need early withdrawals. A 2026 report by Bain & Company shows that global private equity firms hold approximately $3.8 trillion in unsold portfolio companies, with the average holding period extending to about seven years, and investor allocations have been below 15% of net asset value for four consecutive years.
12:39
The American Federation of Government Employees (AFGE) stated that these funds had been lost due to budget cuts, and the increased hiring aims to boost the workforce by approximately 40% from current levels to better serve 75 million retirees, dependents, and disabled individuals.
12:32
The fund noted in its Q2 2026 investor letter that while Huron Consulting Group dragged on fund performance due to investor concerns about AI disruption, the fund believes this pessimism is overdone. The fund expects Huron Consulting Group to continue to benefit from persistent demand driven by digital and regulatory complexity in its end markets, expanding margins, and long-term growth.
12:31
The fund noted that Mercury Systems (MRCY) is recovering from years of operational adjustments, making progress in accelerating defense program deliveries, implementing restructuring plans, and cutting costs, leading to improved execution, expanding margins, and reduced leverage. The fund believes that MRCY stock is attractively valued relative to its normal earning power, given the strong demand in the aerospace and defense end markets. Mercury Systems (MRCY), which specializes in developing advanced computing, signal processing, and electronic systems for defense and aerospace applications, closed at $101.25 on August 19.
12:31
The analysis suggests that McDonald's stock has pulled back 21% from its late February high, pushing its forward dividend yield to 2.8%. The company has increased its dividend for 49 consecutive years and is expected to announce its 50th consecutive increase in September or October, earning it the title of "Dividend King." Previously, McDonald's CEO Chris Kempczinski acknowledged that customer traffic was impacted by a constrained consumer environment, leading to system-wide comparable sales growth of only 1.3% and U.S. comparable sales growth of 0.8%.
12:27
Benchmark analyst Gary Mobley initiated coverage of the timing-chip specialist, calling it a "technology disruptor." SiTime stock slid more than 3% to $598.29 in late morning trades following the report.
12:26
According to informed sources, the preliminary trade agreement reached between the United States and Canada will reduce tariffs on Canadian steel and aluminum exports to 25%, and cut tariffs on Canadian auto exports to 15%. In addition, the agreement will also reduce tariffs on non-U.S. content in Canadian auto exports from 25% to 15%.
12:26
Duquesne Family Office purchased $128 million worth of shares in Argentina's state-owned oil producer YPF SA in the first quarter of 2026, while also increasing its holdings in Mexican discount grocer BBB Foods and the Global X MSCI Argentina ETF. Druckenmiller's investment in Argentina is interpreted as a bet that President Milei's liberal policies will impact the country's business model, or as a medium-term catalyst-driven investment; the investment in Mexico's BBB Foods is a bet that Mexican workers will continue to face economic pressure, and discount grocers will benefit from this.
12:19
Longtime bond market investor Mark Connors believes routine government bond buybacks will improve liquidity, bringing bitcoin's next rally closer.
12:19
Cointelegraph reported that this indicates its capital expenditure is 15 times its relevant revenue.
12:14
Wood endorsed research from ARK analyst Lorenzo Valente, which estimated that centralized crypto companies generated roughly $70 billion in annual revenue in 2025, significantly more than the approximately $8 billion from on-chain protocols and blockchains. Valente's analysis suggests that businesses controlling distribution, trading, and customer relationships are better positioned to monetize crypto adoption, a point supported by recent earnings from platforms like Gemini and Bullish, which saw revenue growth despite weaker trading activity.
12:09
This experimental app allows users to generate small interactive games via AI prompts, which can then be shared, saved, or remixed. This move is Meta's latest effort to mainstream AI creation tools, following the company's previous launches of AI image and video generation apps.
12:09
A new poll of 1,166 Americans shows a clear partisan divide in public opinion on the matter, with most Republicans believing it is appropriate for Donald Trump and his family to invest in cryptocurrencies.
12:03
Scott Colbert, head of fixed income at Commerce Bank, said that while he expects the economy to accelerate in the coming months, corporate debt has become too expensive, with an extremely low tolerance for error, leading to returns that no longer justify the risk. Colbert has 40 years of bond investing experience and manages $28 billion in assets.

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