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8/22
11:08
Motley Fool analysts point out that Plug Power and Bloom Energy are worth watching, given the potential turnaround in the hydrogen energy sector.
Analysts stated that Plug Power reported an adjusted loss per share of $0.07 in Q2 2026, with revenue reaching $178.3 million, gross margins near breakeven, and operating expenses down 50% year-over-year. Bloom Energy, in the same period, saw its operating income increase by 680% year-over-year, with revenue exceeding $1 billion, and raised its guidance, primarily driven by the growing demand for its solid oxide fuel cells in AI data center power applications.
10:58
US President Donald Trump accused oil giants like Shell of price gouging and called for a Department of Justice review; the article analyzes that oil prices are determined by the market and points out that Shell and others doubled their profits in the first half of the year
U.S. President Donald Trump recently accused oil companies, including Shell, ExxonMobil, and Chevron, of price gouging and called on the U.S. Department of Justice to investigate. However, some analyses suggest that oil and gasoline, as commodities, have prices primarily determined by the market, not controlled by these companies. The article cited data showing that in the first half of 2026, Shell's revenue increased by 22% year-over-year, and its earnings per share doubled to $2.94; Chevron's revenue grew by 28%, and its earnings per share doubled to $7.23; ExxonMobil's revenue increased by 22%, and its earnings per share grew by approximately 66% to $5.60. These companies made substantial profits when oil prices were high, but analysts believe this is not evidence of price gouging but rather a normal performance amid market fluctuations.
10:58
Upstart Executive Sanjay Datta Sells 18,945 Company Shares Worth Approximately $566,000 to Fulfill Tax Obligations
Sanjay Datta, President of Capital and Enterprise at Upstart Holdings (NASDAQ:UPST), sold 18,945 shares of common stock on August 19 and August 20, totaling approximately $566,000. This sale was non-discretionary and was conducted to satisfy tax obligations, typically indicating routine portfolio management rather than a change in outlook for the company's prospects. Following this transaction, Datta still directly holds 292,578 shares of stock. As of the close of trading on August 20, Upstart's stock price was $28.86, having fallen approximately 55% over the past 12 months.
10:53
AI jobs offer an average annual salary of $177,000, more than double that of non-AI positions, but women account for only 26% of AI-related job postings.
New research shows that the average annual salary for AI-related positions is approximately $177,000, significantly higher than the approximately $80,000 for non-AI positions. However, in 2025, women in the US are projected to account for only 26% of hires in AI-skilled roles, compared to 50% in non-AI roles. Furthermore, LinkedIn data indicates that women hold only 13% of C-level leadership positions in AI companies across 27 countries globally. Experts point out that this is not just a skills issue but also involves cultural and structural barriers in recruitment and promotion processes.
10:52
A 64-year-old U.S. popsicle maker loaded 20,000 popsicles onto a truck, but Social Security said she hadn't sold any due to consignment accounting rules, impacting her benefit calculations.
10:52
Target (TGT) stock surged 66.28% year-to-date, with Q2 adjusted EPS of $4.11 beating consensus, and analysts maintain a 'buy' rating with a $183.19 price target, implying 12.2% upside.
Yahoo Finance contributor believes Target's operational turnaround and depressed valuation compared to peers like Walmart and Costco present a compelling investment opportunity. The company's Q2 revenue grew 5.27% to $26.54 billion, and management raised its FY2026 EPS guidance to $9.90-$10.90.
10:43
Iran Claims Weapons Production Doubled Since Mid-2025 War, Tripled for Strategic Products Since February, and Will Deploy New Warheads
Iran's Ministry of Defence spokesman Reza Talaei-Nik stated on Saturday that the country's production of weapons and defensive equipment has doubled in the 12 months following the 12-day war with Israel and the US in June 2025. He added that manufacturing of some "strategic and prioritised products" has more than tripled since the current war with the US and Israel began on February 28. Separately, IRGC spokesman Hossein Mohebbi said on Thursday that the IRGC will deploy new generations of warheads for its ballistic and cruise missiles in a future conflict, as production and development never ceased. US media reports indicate at least 45 advanced MQ-9 Reaper drones, valued at over $1.3 billion, were either shot down by Iran or lost due to operational failures.
10:42
Billionaire David Tepper's Appaloosa Management Sold Entire Sandisk Stake, Initiated Broadcom Position in Q2
Hedge fund Appaloosa Management, founded by billionaire David Tepper, fully exited its position in NAND flash memory maker Sandisk (NASDAQ: SNDK) during the second quarter, after initiating the stake in Q1 2026. Concurrently, the fund established a new position in AI chipmaker Broadcom (NASDAQ: AVGO). Broadcom designs custom AI accelerators (XPUs) for hyperscale customers like Google (TPUs) and Meta Platforms (MTIA chips), with management projecting over $100 billion in AI semiconductor revenue by fiscal 2027. Tepper's move reflects a strategy to secure gains from Sandisk's recent rally and reallocate capital to a company with deeper competitive advantages and longer growth potential in the AI infrastructure space.
10:41
U.S. universities face a dilemma of declining student enrollment, with the number of high school graduates projected to drop by 13% after 2025 until 2041.
U.S. colleges and universities are facing long-term demographic pressures. The number of high school graduates is projected to peak in 2025 and then decline by 13% by 2041, which will put particularly significant pressure on regional schools with limited funding. In response to these challenges, institutions are cutting programs, intensifying competition for admissions, and emphasizing affordability and return on investment. Over the past decade, inflation-adjusted tuition at public four-year universities has decreased by 7%.
10:28
U.S.-Canada Trade Talks Collapse, Trump Administration Imposes New 50% Tariffs on Roughly $20 Billion in Canadian Exports
The tariffs, impacting Canadian exports including wine, furniture, and dairy products, went into effect on Saturday morning after negotiators failed to reach a deal on Friday. Canadian Prime Minister Mark Carney stated that Canada would retaliate against the new tariffs "dollar for dollar."
10:21
BlackRock CEO Larry Fink says a bank account is 'one of the worst financial decisions' and urges Americans to invest
BlackRock CEO Larry Fink says a bank account is 'one of the worst financial decisions' and urges Americans to invest. Fink made the comments at the Milken Institute Global Conference in May, arguing that too many people leave savings idle instead of investing in assets that can appreciate. He added that widespread participation in investing is crucial as wages in an AI-driven world may not keep pace with wealth created by capital.
10:20
Motley Fool analysts predict that the Vanguard Information Technology ETF (VGT), which is heavily invested in NVIDIA and Broadcom, could see its share price exceed $1,000 in the next decade.
Motley Fool analysts point out that the Vanguard Information Technology ETF (VGT) has achieved an annualized return of 24% over the past decade. If this growth rate is maintained, its share price could rise from the current approximately $120 to over $1,000 in the next decade. The fund has significant holdings in NVIDIA (17.2%) and Broadcom (4.2%), benefiting from the strong growth in the AI semiconductor industry, with global semiconductor sales projected to double to $2 trillion by 2036. However, analysts also warned of risks such as increased competition in AI semiconductors and AI productivity growth falling short of expectations.
10:19
Motley Fool analysts predict that AMD is poised to outperform NVIDIA over the next three years, primarily due to its advantages in the AI inference and agent AI markets.
Analysis indicates that despite NVIDIA's dominance in the large language model training market, AMD is emerging as a strong competitor in the faster-growing AI inference market, which is projected to grow at a CAGR of 32% to reach twice the size of the AI model training market by 2032. Furthermore, AMD holds a leading position in the server CPU segment and has significant opportunities in the agent AI market, which is expected to reach $220 billion in the coming years. As a smaller company than NVIDIA, AMD is poised for explosive growth.
10:19
USTR Greer: No New Talks Planned With Canada
10:18
24/7 Wall St. rates Amazon (AMZN) a "Buy" with a $343.50 price target, implying 32.8% upside, citing its historically cheap valuation despite strong AWS growth.
The firm notes Amazon's current valuation (23x forward earnings) is more typical of a mature retailer, even as its AWS cloud unit grew 37% in Q2 FY26, the fastest in 18 quarters, with a $496 billion backlog. Q2 revenue reached $200.6 billion, up 19.62%, with operating income up 43.24% to $27.46 billion. Advertising revenue also jumped 26%. CEO Andy Jassy believes AWS could become a trillion-dollar annual revenue business. The analysis suggests Amazon's multiple is compressed compared to peers like Microsoft's Azure and Alphabet, which have similar business models but richer valuations. Even in a bear case, the stock is projected to gain 13%.
10:17
Fairmint CEO Joris Delanoue warns tokenized stocks risk repeating Wall Street’s 1960s ‘paper crisis’ through fragmented systems and standards.
10:17
Apollo Chief Economist: AI's initial impact is more on wages than employment
Apollo Chief Economist Torsten Slok's study of hundreds of occupations found that jobs with higher exposure to AI have seen weaker wage growth, while the employment effect remains relatively small. Slok also noted that AI is helping fuel record business formation, which could create new jobs and make the economy more dynamic.
10:17
Upstart's Q2 revenue increased 42% year-over-year to $365 million, with net income reaching $16.5 million, but the CFO stated that the full-year guidance was not raised due to macroeconomic indicators being close to their upper limits.
Upstart Holdings (NASDAQ:UPST) announced second-quarter revenue of $365 million, a 42% year-over-year increase, with net income reaching $16.5 million, significantly higher than $5.6 million in the same period last year, and a record high contribution profit of $193 million. However, the company's CFO, Andrea Blankmeyer, explained that management decided to maintain the full-year guidance unchanged rather than raising it, as the Upstart Macro Index has risen to 1.5%, close to the upper end of the 2026 outlook range. Previously, CFO Blankmeyer sold 10,175 shares of company stock on August 17 and 19. This transaction was to satisfy tax obligations related to the settlement of restricted stock units and was a non-discretionary transaction, not reflecting her discretionary view on the company's valuation.
10:16
Web3 gaming network The Sandbox stops Base and BNB chain bridging after exploit, citing impact of under 0.01% of supply
The Sandbox disabled bridging on affected networks to isolate tokens and warned users not to trade SAND on Base and BNB.
10:16
Cisco (CSCO) booked $9.3B in FY2026 AI infrastructure orders and guides for $7.5B AI revenue in FY2027, with analysts setting a $139.67 price target implying 25% upside.
10:15
Yahoo Finance Analysis: Icahn Enterprises Q2 loss of $0.52 per unit, significantly missing expectations and slashing quarterly dividend by 50%
Yahoo Finance analysis indicates that Icahn Enterprises (IEP), owned by Carl Icahn, reported a loss of $0.52 per unit in Q2 2026, significantly missing market expectations of a $0.11 profit, resulting in a loss of 572.73%. Concurrently, the company drastically cut its quarterly dividend by 50% from $1 per unit in 2024 to $0.50.
10:15
Yahoo Finance contributor Matt DiLallo believes Realty Income is the best dividend stock, not a tech stock, due to its high yield and monthly payouts.
Matt DiLallo points out that real estate investment trust Realty Income (O) is more suitable for investors seeking passive income compared to tech stocks like Microsoft and Apple. Realty Income offers a dividend yield of over 5% and has paid dividends for 674 consecutive months, with 135 dividend increases since its listing in 1994, and continuous growth for the past 115 quarters. In contrast, Microsoft and Apple have dividend yields of 0.8% and 0.3% respectively, and mostly pay dividends quarterly.
09:44
Tempus AI Director Sold Shares Four Days Before 24% Rally, Transaction Under Pre-Set Plan
Tempus AI director Nadja West sold 3,000 shares of Class A Common Stock at $53.90 per share on August 14, according to a recent SEC Form 4 filing. This transaction occurred four days before the company's stock rallied 24%. The sale was executed under a 10b5-1 trading plan established by West on May 15, which allows insiders to schedule stock sales in advance. Following the sale, West retains a direct ownership stake of 34,981 shares, maintaining significant exposure to the company's performance.
09:44
USDC on-chain issuance increased by 75 million (approximately $75 million).
09:43
QuantumScape Chief Legal Officer Michael O. McCarthy III disposed of 25,709 Class A shares on Aug 18 for tax obligations, while also acquiring 331 shares via employee stock plan on June 1.
QuantumScape's Chief Legal Officer Michael O. McCarthy III disposed of 25,709 Class A shares on August 18, valued at approximately $147,560 based on a weighted average sale price of $5.74 per share. This non-discretionary sale was conducted solely to cover tax obligations following the release of restricted stock units (RSUs) and does not reflect his outlook on the company's equity. He maintains a significant interest in the company, with total holdings of 1,380,083 shares. Additionally, McCarthy acquired 331 shares through the employee stock purchase plan on June 1.
09:43
Nebius Group (NBIS) stock plunged 21.1% this week after announcing plans to raise $5 billion by issuing convertible notes.
The move to issue convertible notes adds debt and could lead to shareholder dilution, despite the company's strong demand for compute capacity and over $4.5 billion in net cash from operating activities in the first half of 2026.
09:43
Donald Trump said the "ballroom/military complex" project being built at the White House is progressing well, stating that it will enhance national security and is privately funded.
Donald Trump posted on his Truth Social platform that the "ballroom/military complex" project being built at the White House is making great progress. He stated that past presidents and everyone wanted such a facility, and it would bring tremendous national security to the White House and even the entire Washington D.C. Donald Trump also emphasized that the project is currently under budget and ahead of schedule, and will be fully funded by "great American patriots and companies," without using taxpayer money.
09:41
Russia’s Rosatom Continues Returning Workers to Iran’s Bushehr Nuclear Plant
Russia’s state-owned atomic energy company Rosatom is continuing to return employees to Iran’s Bushehr nuclear power plant, Interfax reported, citing the company’s Chief Executive Officer Alexey Likhachev.
09:41
Prediction Market Kalshi Faces Bans in Multiple US States Amid Legal Battles, While CFTC Defends Industry and Proposes New Rules
Kalshi, a prediction market platform, is currently blocked for customers in Washington, Michigan, and Nevada, with Washington state authorities accusing the company of operating an illegal gambling business. Kalshi is challenging these bans in court, citing inconsistent enforcement by states that allow competitors like Crypto.com to operate under similar terms.

Meanwhile, the Commodity Futures Trading Commission (CFTC) is actively defending prediction markets, with Chairman Mike Selig prioritizing the development of a comprehensive regulatory framework and consumer protection rules for the industry. At a recent CFTC meeting, Selig and Kalshi COO Luana Lopes Lara clashed with CME Group CEO Terry Duffy, who raised concerns about potential manipulation in prediction markets.
09:41
Experts warn of excessive concentration of tech stocks in S&P 500, advise investors to diversify portfolios
CNBC reported that while the S&P 500 has quadrupled in value over the past decade, experts note the index is at risk due to its high concentration in the information technology and communication services sectors, which together account for nearly 50% of its weight. Mitch Goldberg, president of ClientFirst Strategy, stated that this concentration makes the S&P 500 vulnerable to volatility, especially given its AI-related holdings. Experts advise investors to reduce volatility and avoid over-reliance on "yesterday's winners" by increasing allocations to international stocks, small-cap stocks, fixed income (such as short-term government bonds), and gold.

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