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Wall Street’s favorite safe harbor is quietly losing its edge.

Electronic equipment maker Keysight Technologies forecast fourth-quarter profit and revenue above expectations on ‌Tuesday, as a rapid buildout of AI ‌data centers boosts demand for its software and tools, sending its ​shares up nearly 5%. The Santa Rosa, California-based company, known for its electronic design, testing and simulation software used by chipmakers, telecommunications firms and automakers, expects fourth-quarter adjusted ‌profit in the ⁠range of $3.34 to $3.40 per share and revenue of $1.93 billion to $1.95 billion. Analysts expect profit of $2.70 ⁠per share, and revenue of $1.81 billion for the quarter ending October 31, according to data compiled by LSEG.

Walmart is set to report its fiscal Q2 earnings on Aug. 20. The options market believes WMT shares will sink after the earnings event.

MARKETS PM NEWSLETTER This is an edition of the Markets P.M. newsletter, a recap of the day’s most important markets moves, delivered after the closing bell. If you’re not subscribed, sign up here. What Happened in Markets Today The 30-year U.

The bond rout pushing up borrowing costs rippled through the AI supply chain Tuesday, leaving shares in companies ranging from chipmakers to contracting firms to independent power producers feeling the pain.

Uncertainty over the Middle East, inflation and the Fed has sent bond yields soaring — and created a big headache for tech stocks.

The chipmaker recently released its 13F holdings report, revealing a large stake in the space stock.

Walmart prepares for second-quarter results as investors watch growth, margins, and valuation.

Microsoft staged a spectacular recovery after its earnings report, only to risk a sell signal on Tuesday. Is Microsoft stock a sell now? The company's cloud computing and artificial intelligence business helped fourth-quarter profit growth of 30%.

Investing.com -- TikTok is developing a feature that would enable users to send money to each other through direct messages, expanding the social media platform's entry into financial services, Bloomberg reported Tuesday.

Xiaomi Corp (XIACF) navigates rising memory costs with strategic product mix optimization, achieving record-high smartphone ASP and advancing AI monetization in Q2 2026.

Renewed interest in atomic energy and AI mania are colliding at the Idaho National Lab—where Oklo and rivals hope to revive the long-stagnant industry.

SpaceX just made a massive $60 billion AI bet by acquiring Cursor. The deal gives investors another reason to rethink SpaceX's possibilities beyond rockets and Starlink.

CrowdStrike Holdings Inc (NASDAQ:CRWD) is set to report second-quarter fiscal 2027 results on August 26 after market close, with investors watching closely following a 19% rally in the stock since the company's first-quarter print, according to a note from BofA Securities. BofA said investors...

Apple is changing its fee structure for app developers in the European Union after years of regulatory pressure over its App Store practices.

Costco stock reclaimed a key technical level on Tuesday as the warehouse club climbed amid news of a partnership to offer Medicare Advantage plans to members. Costco Wholesale will offer co-branded plans in partnership with nonprofit health insurer Scan Group. Scan, based in Long Beach, Calif., has about 560,000 Medicare Advantage members in Southern California, Arizona, Nevada, New Mexico and Texas, according to the Wall Street Journal.

SpaceX (SPCX) is one of the most closely watched stocks of 2026, and the debate around it keeps getting louder. The company went public in June in one of the largest listings in market history, and the price has swung hard in both directions ever since. Now, a well-known name from the investing ...

Walmart's dividend streak rests on a business still built to grow.

BofA Sees Nvidia Trading at a Deep FCF Discount Despite Rising AI Risks

Wall Street has spent the past year watching rockets the way it once watched chip stocks. Launch schedules, satellite contracts, and IPO calendars have become dinner table conversation for a certain kind of investor. The pace of new listings has only accelerated that shift. Now one of the biggest ...

S&P 500 earnings per share are on pace to climb more than 50% in the second quarter. Combining reported and yet-to-be-reported results, S&P 500 earnings are up 50.4%, according to the most recent data from FactSet. Profit growth is broad, too, with 10 of the 11 S&P 500 sectors posting year-over-year earnings growth.

Apple has agreed to major concessions in Europe to resolve regulatory antitrust disputes, replacing its controversial per-install download fee.

Micron (MU) and SanDisk (SNDK) have delivered the sort of gains investors typically wait years for. Micron traded around $1,012 on August 18, while SanDisk changed hands near $1,787. Seeking Alpha data show both stocks up 254% and 653%, respectively, in 2026. Interestingly, that rally has been so ...

Meta Platforms Inc. has deceived the public for years by targeting children on Facebook and Instagram with technology designed to turn them into compulsive users and drive up advertising revenue, a lawyer at the California attorney general’s office told a jury.

Home Depot Inc.'s results beat estimates in the latest quarter, a sign that spending on improvement projects is holding up despite high borrowing and housing costs. Bloomberg's Lindsay Dutch joins to discuss.

Crusoe IPO looms after last funding round valued the AI data center developer at $10 billion. Reports suggest firm's valuation may triple.

MEDIA & MARKETING Tensions between Disney and the Trump administration have been brewing for more than a year. Here’s a timeline of the major moments: This explanatory article may be updated periodically.

The case, brought by four state attorneys general, alleges that Meta violated state consumer protection laws and federal rules that protect children online.

Not every company can instill enough confidence in Wall Street's biggest analysts for them to predict near-100% gains in the stock. Csquare (CSQR) just did that in less than a month of going public. The data center operator listed on the New York Stock Exchange on Thursday, July 16, 2026, and a ...

Moby summary of Eltek Ltd.'s Q2 2026 earnings call