Alibaba and NetEase both report earnings the same morning, forcing a direct choice between two very different China tech bets. Analyst sentiment, price targets, and crowd prediction markets all point in conflicting directions, and only one stock survives the growth test.
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This single data point is also crucial to the company's long-term investment thesis.

Analog Devices stock rises after the chip maker posts better-than-expected quarterly earnings and guidance.

A federal trial against Meta Platforms is putting the company’s approach to child safety and data practices under scrutiny, as plaintiffs argue that its platforms were designed in ways that harmed young users. The case is one of the most significant tests yet of how courts and regulators evaluate responsibility for the design of large consumer platforms. For cybersecurity and privacy leaders, the case highlights how data governance risks are evolving.
Bank of America Corp. has hired two more managing directors as it builds out its technology practice, according to an internal memo reviewed by Bloomberg News.

After its IPO, X-Energy's shares are up nearly 20% so far this month. Will they crush Oklo's?

An experimental mRNA-based vaccine succeeded in preventing cancer from coming back or spreading in a study of high-risk melanoma patients, Moderna and its partner Merck said. Shares in Moderna jumped about 10% premarket, while Merck also climbed around 6%.

Result in high-risk patients validates decades of research into mRNA-based therapeutic cancer vaccines.

Plus: Disney sues FCC over license review, and Europe’s rivers are drying up, threatening its economy.

The Hangzhou-based humanoid robot maker closed at 845 yuan on Wednesday, giving it a market value of around $50 billion

Lowe's (LOW) delivered earnings and revenue surprises of +4.27% and -0.68%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Estee Lauder (EL) delivered earnings and revenue surprises of +21.88% and +2.15%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

U.S. stock futures are muted with investors focused on retailer earnings and minutes from the Fed’s July meeting.

Comparable sales grew 3.8% in the second quarter, topping Wall Street estimates, though a tariff refund inflated the earnings figure

The Estee Lauder Companies narrowed its fiscal fourth-quarter loss on higher sales, as the company’s turnaround continued to pick up steam.

On the heels of a positive quarter, the retailer now expects sales growth of about 5% this fiscal year.

Target reported its second straight quarter of comparable sales gains on Wednesday, saying a merchandising overhaul under the retailer's new CEO is attracting more customers and boosting sales throughout its stores. Comparable sales — those coming from stores and digital channels operating for at least 12 months —rose 3.8% in the second quarter. Target is emerging from more than a year of weak or declining comparable sales.

Lowe’s lowered its expectations for 2026 as persistent softness in DIY spending is expected to continue to weigh on sales and earnings for the rest of the year.
Target has moved quickly to rewrite its merchandising wrongs to improve traffic to its stores and online.

Find insight on Hong Kong Exchanges & Clearing and more in the latest Market Talks covering financial services.
(Updates with Federal Communications Commission response in the fourth paragraph.) Walt Disney (D

Estée Lauder Cos. posted quarterly results that beat estimates and ended a run of three straight declines in annual revenue, a sign the beauty conglomerate's turnaround efforts are gaining momentum.

Millions more people may be able to get smaller, lightweight Amazon packages delivered by drones by the end of the year under a plan the company announced Thursday to expand the airborne shipping to suburban areas in nearly 500 U.S. cities. Customers could receive the drone deliveries in as fast as 30 minutes, Amazon said in a news release. The drones can carry packages up to 5 pounds.

Companies are now fighting to push through their projects in the face of growing opposition.
Lindsay worked at Oracle for more than a decade and was “deeply passionate” about her job as a strategist. So learning by email one morning that...

U. S. stock futures traded close to flat on Wednesday as investors assessed the previous session’s semiconductor-driven decline and rising government bond yields while awaiting fresh signals from the Federal Reserve.

Pharmaceutical chiefs are always hunting for drugs to replace expiring blockbusters. But shopping while hungry can lead to expensive mistakes.

Cisco’s latest quarter exceeded Wall Street’s revenue and adjusted profit expectations, but the market response was negative. Management attributed the strong sales to a surge in demand for AI-driven networking infrastructure, particularly from hyperscale cloud providers and enterprise customers, as well as robust product order momentum across geographies and segments. CEO Charles Robbins highlighted, “We delivered record revenue...with product revenue up 24% year-over-year,” citing broad-based

Netflix stock has only fallen by such a large percentage twice in the last 15 years.

Alphabet has raised A$5.5 billion ($3.89 billion) via its inaugural Australian dollar debt issuance, according to a term sheet seen by Reuters, adding to the hectic pace of fundraising by global tech companies. The U.S. tech giant raised the amount by issuing 3-, 5-, 10- and 20-year bonds, the term sheet showed. The company set the coupon at 6.9% for the longest tenure bond tranche, according to the term sheet.