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8/22
12:49
UBS Predicts: Amazon, Google, and Microsoft's AI Capex to Reach 102% of Cloud Revenue by 2026
UBS analysis indicates that hyperscale cloud providers Amazon, Google, and Microsoft will spend 102% of their cloud revenue on capital expenditures by 2026, reinvesting almost all cloud revenue into AI infrastructure. UBS also projects that from 2026 to 2028, hyperscale cloud providers' total investment in AI infrastructure will reach $4.1 trillion, more than triple the spending of the past six years ($1.3 trillion).
12:44
Berkshire Hathaway indirectly holds approximately $815 million in SpaceX shares by increasing its stake in Google parent company Alphabet.
Warren Buffett's Berkshire Hathaway increased its stake in Google parent company Alphabet by 83%, making it Berkshire's third-largest holding, valued at $38 billion. As Alphabet holds nearly a 4% stake in SpaceX (valued at $94 billion), Berkshire thus indirectly gained an economic interest of approximately $815 million in SpaceX. This marks Buffett's first indirect investment in a company owned by Elon Musk.
12:39
Billionaire Stephen Mandel's Lone Pine Capital significantly increased its stake in AI cloud computing provider Nebius (NBIS) in Q2 2026, making it the fund's largest holding.
According to the latest 13F filings, Stephen Mandel's Lone Pine Capital added AI cloud provider Nebius (NBIS) to its portfolio in the second quarter, making it the fund's largest holding. Nebius's stock price has surged nearly 200% in 2026, and its Q2 revenue grew by 454% year-over-year.
12:39
Oppenheimer Reaffirms NVIDIA "Outperform" Rating, Maintains $265 Price Target
Oppenheimer reiterated its bullish stance ahead of NVIDIA's earnings report on August 26. The firm expects NVIDIA's GB200, GB300, and VR200 platforms to generate over $1 trillion in cumulative revenue between 2025 and 2027, and predicts its Vera CPU will bring in approximately $20 billion in revenue in 2026. Additionally, Oppenheimer noted that sales of NVIDIA's H200 accelerators in China could exceed $50 billion. NVIDIA will also become the exclusive AI computing infrastructure provider for SB Energy's PORTS-Pike technology park, directly investing $1.5 billion and providing up to $105 billion in residual value guarantees, with OpenAI leasing the park for 20 years.
12:39
Analysis indicates that historical data shows buying the S&P 500 index when it is near historical highs yields slightly higher future returns than buying at non-high points.
Yahoo Finance, citing JPMorgan Chase research since 1970, found that investing when the S&P 500 hits an all-time high yields an average return of 9.4% over the next 12 months, slightly higher than the 9% when it's not at a new high. If the measurement period is extended to two years, the difference in returns becomes even more significant, at 20.2% versus 18.5%. The article suggests that despite current high valuations in U.S. equities, historical experience indicates that a market at elevated levels should not be a reason for investors to avoid long-term investments.
12:32
OpenAI calls for California to strengthen its AI safety bill SB 53, reversing its previous opposition
OpenAI calls for California to strengthen its AI safety bill SB 53, reversing its previous opposition. The company suggests expanding safeguards by requiring monitoring of frontier models for potential serious incidents and strengthening cybersecurity protections throughout the model-development lifecycle. OpenAI now supports a "reverse federalism" approach, where state-level core protections can become the foundation for a national standard.
12:24
Al Jazeera reports: As the 2026 US midterm elections approach, pro-Israel lobbying groups are pouring millions of dollars into campaigns related to candidates who challenge American support for Israel.
12:23
24/7 Wall St. analyst recommends buying Adobe (ADBE) with a $307.15 price target, implying ~12% upside.
12:12
Mohamed El-Erian says 30-year Treasury yield at 5.27% signals a structural shift that will make America more expensive
The former PIMCO CEO stated in his latest opinion piece for The New York Times that this is not an ordinary bond-market sell-off, but could mark the beginning of a structural economic shift more enduring and globally consequential. He attributes the surge in yields not to runaway inflation, but to a rise in real yields demanded by investors in a more volatile world. El-Erian points to intense borrowing by hyperscalers for AI data centers and the absence of traditional U.S. bond buyers, such as Japan, as key drivers. He warns that higher rates will particularly impact low-income households, sidelining first-time home buyers and increasing everyday transportation costs.
12:07
The Motley Fool article points out that gold, silver, and copper rebounded in August, and specifically mentions Royal Gold (RGLD) as an investment target, with the stock having risen 31% in the past month.
The article analyzes that copper and silver prices have risen since late 2023 due to increased demand from AI data centers and slow supply, while gold has been driven by weakening US economic data, a depreciating dollar, and the demand from central banks to diversify reserves. Royal Gold's second-quarter revenue increased by 56.5% to $450 million, with earnings per share of $2.56, up 41% year-over-year, and operating cash flow reaching $335.2 million, more than double the amount from the same period last year. 76% of the company's revenue came from gold, 12% from silver, and 8% from copper.
12:02
Pinterest Director Benjamin Silbermann Sells 93,750 Company Shares Worth Approximately $2.18 Million
Pinterest (NYSE: PINS) director Benjamin Silbermann sold 93,750 shares of Class A common stock at a weighted average price of $23.26 per share, totaling approximately $2.18 million, according to a 10b5-1 trading plan. This sale occurred after the company's stock price had fallen by 34% over the past year.
11:58
Elon Musk says Tesla self-driving "feels like magic"
11:56
Elon Musk retweeted a cb_doge post stating that Starlink will provide internet services to 10 schools along the Linden-Soesdyke Highway in Guyana.
11:52
Over 100 former French and British diplomats urge France and UK to sanction Israel, calling for a ban on arms transfers and a freeze on EU-Israel and UK-Israel trade agreements.
In an open letter, the coalition of 102 former diplomats warned that Israel's policy in occupied Palestinian territory threatens to permanently erase the possibility of a Palestinian state. They also called on Palestinian leadership to ensure the internationally recognized state remains democratic and law-abiding.
11:51
24/7 Wall St. Sets Nvidia Price Target at $270.26 with 'High-Conviction Buy' Rating, Citing 85% Revenue Growth and 0.605 Forward PEG
24/7 Wall St. has set a price target of $270.26 for Nvidia (NASDAQ:NVDA), implying a 25.27% upside over the next 12 months from its current trading price of $215.17 as of Friday afternoon. The firm issued a 'high-conviction buy' recommendation, supported by Nvidia's 85% revenue growth and a forward PEG ratio of just 0.605. The analysis also noted Nvidia's Q1 FY27 revenue of $82 billion, up 85% year-over-year, and Q2 FY27 guidance of $91 billion (±2%). Bull-case and bear-case scenarios project targets of $312.35 and $233.42 respectively, with the latter still indicating an 8.2% gain.
11:46
Putin warns Ukraine over economic target strikes, says Russia has responded with "more effective" attacks and signals further escalation risk.
11:46
Citadel's Ken Griffin turned an AI fund's 67% collapse into a $4 billion trading opportunity, shedding over 80% of acquired risk
After AI-focused fund Situational Awareness saw its portfolio collapse 67% in July, forcing it to unwind most of its $16 billion public-equity book, Ken Griffin's Citadel Advisors stepped in. Citadel acquired distressed AI semiconductor positions at discounts exceeding 10%. By August 21, Citadel had shed over 80% of the aggregate risk from the acquired portfolio through nearly 100 block trades worth more than $4 billion, once markets stabilized. Griffin noted that Citadel Wellington gained 5.94% in July and was up about 12% for the year.
11:35
Motley Fool analysts suggest that if the Federal Reserve raises interest rates, three Vanguard ETFs to watch are the Vanguard Value ETF (VTV), the Vanguard High Dividend Yield ETF (VYM), and the Vanguard Short-Term Treasury ETF (VGSH).
Analysis indicates that due to the war in Iran and the ensuing inflation, the market currently anticipates the Federal Reserve may raise interest rates before year-end. In an environment of rising interest rates, value stocks and high-dividend stocks typically perform well, while short-term Treasury ETFs can offer meaningful yields and avoid most interest rate sensitivity. VTV has outperformed the Vanguard S&P 500 ETF by over 7 percentage points this year, VYM has a current distribution rate of 2.2%, and VGSH has a yield of 4.3%.
11:30
GNO (Gnosis) quickly fell 8.25% in 5 minutes, now trading at $132.870.
11:30
Warren Buffett Warns Investors: "It's Tough to Find Values When Everybody Is Preferring Gambling"
Warren Buffett, CEO of Berkshire Hathaway, stated in a July 15 CNBC interview that it's challenging to find value in a market where "everybody is preferring gambling." He compared the current market to a casino floor, drawing a sharp distinction between investing based on underlying economics and speculating on rising prices.

His caution is supported by two valuation measures: the "Buffett indicator" (total U.S. stock market capitalization as a percentage of GDP) is near a record high of 238%, and the S&P 500 Shiller CAPE ratio is above 41, a level previously seen only during the dot-com bubble peak. Despite the high valuations, Berkshire Hathaway was a net buyer of stocks in Q2 2026, focusing on companies like Alphabet, which Buffett noted traded at a discount to the broader S&P 500.
11:29
24/7 Wall St. sets CoreWeave (CRWV) price target at $166.75 by August 2027, implying a double from current levels.
The firm maintains a 'Buy' rating with medium confidence, citing CoreWeave's $104 billion backlog against a sub-$50 billion market cap and strong revenue growth. However, it also notes the company's significant cash burn, with negative $5.74 billion in free cash flow last quarter and full-year capital expenditure guided up to $39 billion.
11:27
Global crude oil inventories have fallen again, as the de facto closure of the Strait of Hormuz has disrupted Middle Eastern crude oil shipments.
Global crude oil inventories have fallen again, as the de facto closure of the Strait of Hormuz has disrupted Middle East crude oil shipments, pushing up oil prices. Japan's crude oil inventories have fallen by 18% since the outbreak of the Iran war.
11:24
GNO (Gnosis) surged 14.79% in 5 minutes, now trading at $141.310.
11:18
Crypto exchange BitMart is considering restructuring to partially resume operations and pay creditors, weeks after announcing its closure. A detailed roadmap is expected by September 9.
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.

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