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8/20
13:58
The company's stock has made a blockbuster move on sheer earnings power, helping it outrank its peers.
13:57
Berkshire Hathaway holds 400 million shares of Coca-Cola. Based on the current annualized dividend of $2.12 per share, Coca-Cola has increased its dividend for 64 consecutive years, making it a "dividend king." Berkshire reportedly initially purchased these shares for $1.4 billion, meaning Warren Buffett's cost yield on this investment exceeds 60%.
13:57
Preliminary data from the Norwegian Offshore Directorate shows that the country's crude oil production averaged 1.776 million barrels per day (bpd) in July, a decrease of approximately 195,000 bpd from 1.971 million bpd in July 2025, representing a nearly 10% drop. If liquefied natural gas (LNG) and condensate are included, total liquid production decreased by approximately 197,000 bpd year-on-year to 1.976 million bpd, a 9.1% reduction. This decline is particularly significant at a time when global supply is tight due to restrictions in the Strait of Hormuz. The International Energy Agency (IEA) estimates that 8.3 million bpd of production in the Gulf region remained shut in July and has lowered its third-quarter oil supply forecast by 1.7 million bpd.
13:57
Google (Alphabet) has raised its 2026 capital expenditure guidance from the initially projected $175 billion-$185 billion to $195 billion-$205 billion, primarily for data centers. Analysts believe this move reflects the strong growth in demand for artificial intelligence (AI) and cloud computing, with Google Cloud's revenue growing by 82% in the second quarter and achieving an operating profit margin of 36%.
13:57
XRP rallied this week from below $1, surging 10.40% on Wednesday alone and climbing further to a high of $1.32 on Thursday. The rally was primarily driven by Bitcoin's breach of $72,000, but XRP's gains outpaced its usual correlation with Bitcoin, with its Relative Strength Index (RSI) soaring to 79.2, indicating it is in severely overbought territory.
13:55
The firm hopes that the passage of the Clarity Act will help open the door for it to offer tokenized products in the U.S.
13:51
STKE reported C$1.79 million in operating revenue for Q3 FY26 (quarter ending June 30, 2026), a 41% year-over-year decrease from C$3.04 million. However, the company's revenue composition materially changed following the June 1 closing of its Houdini acquisition. Houdini contributed C$1.17 million in revenue from just one month of ownership, representing approximately 65% of quarterly operating revenue, and C$768,000 in EBITDA at a 66% margin. Meanwhile, core staking and validation income fell 80% year-over-year to C$622,000. This shift indicates STKE's evolution towards a broader blockchain infrastructure platform, adding SOL-price-independent transaction revenue alongside validator infrastructure and its SOL treasury.
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.

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