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Can Anthropic Beat SpaceX's Record IPO Size?
Bloomberg38d agobullishVIDEO
Can Anthropic Beat SpaceX's Record IPO Size?

Anthropic expects to match or beat the size of SpaceX's record-setting initial public offering, according to people familiar with the matter, in the latest sign of overwhelming demand from investors looking to profit from the artificial intelligence boom. Anthony Stephens has the latest.

Dell Technologies (DELL) Extends Alienware Partnership, Is The Stock A Bargain?
Simply Wall St.38d agobullish
Dell Technologies (DELL) Extends Alienware Partnership, Is The Stock A Bargain?

Team Liquid’s decision to extend its partnership with Dell Technologies (DELL) gaming brand Alienware through 2031 keeps the company firmly tied to one of esports’ longest-running collaborations and a large competitive gaming audience. See our latest analysis for Dell Technologies. Dell Technologies’ share price has been volatile around AI and gaming news, with a 7 day share price return down 12.08%, a 90 day share price return of 47.29%, and a very large 5 year total shareholder return that...

Does BofA’s Upgrade and Buyback Boost Change the Bull Case For Etsy (ETSY)?
Simply Wall St.38d agobullish
Does BofA’s Upgrade and Buyback Boost Change the Bull Case For Etsy (ETSY)?

Etsy recently appeared at Canaccord Genuity's 46th Annual Growth Conference in Boston and, soon after, received an upgrade from Bank of America Securities, which cited improved execution and conservative growth estimates under CEO Kruti Patel Goyal. Bank of America also pointed to stronger mobile engagement and the potential for more than US$1.00 billion in share buybacks following the Depop sale as reasons for its more positive stance. We’ll now examine how Bank of America’s upgrade, driven...

CrowdStrike Holdings (CRWD) & Palo Alto Networks (PANW): Cybersecurity Stocks Hit Record Highs After a Conference Made AI’s Dark Side Clear
Insider Monkey38d agobullish
CrowdStrike Holdings (CRWD) & Palo Alto Networks (PANW): Cybersecurity Stocks Hit Record Highs After a Conference Made AI’s Dark Side Clear

On August 10, 2026, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Palo Alto Networks, Inc. (NASDAQ:PANW) shares jumped more than 5% to new highs after the cybersecurity industry’s annual Black Hat conference in Las Vegas. Analysts at BTIG wrote that “AI agents have fundamentally changed the threat landscape.” Why This Matters AI is cutting both ways for […]

MARA Holdings (MARA) Soars Double Digits — Here’s The Catalyst to Watch Now
Insider Monkey38d agobullish
MARA Holdings (MARA) Soars Double Digits — Here’s The Catalyst to Watch Now

MARA Holdings Inc. (NASDAQ:MARA) clawed back to the $11 territory on Thursday, surging 15.54 percent to finish at $11.15, as investors positioned their portfolios after President Donald Trump renewed his push to Congress to speed up the passage of the Clarity Act. The bill is a proposed US federal law establishing a regulatory framework for […]

Applied Materials (AMAT) Beat Estimates and Investors Sold Anyway. Lam Research Corporation (LRCX) Didn’t Have That Problem
Insider Monkey38d agobullish
Applied Materials (AMAT) Beat Estimates and Investors Sold Anyway. Lam Research Corporation (LRCX) Didn’t Have That Problem

On August 13, 2026, Applied Materials, Inc. (NASDAQ:AMAT) reported fiscal third-quarter results that topped Wall Street estimates on both revenue and adjusted profit, yet shares fell nearly 5% in after-hours trading and kept sliding into August 14, 2026. Rival Lam Research Corporation (NASDAQ:LRCX) posted its own stronger-than-expected results on July 29, 2026, and saw shares […]

Best Buy, Dick's, Floor And Decor, RH, and Zumiez Stocks Trade Down, What You Need To Know
StockStory38d agobullish
Best Buy, Dick's, Floor And Decor, RH, and Zumiez Stocks Trade Down, What You Need To Know

A number of stocks fell in the afternoon session after Walmart’s results reinforced worries about a stretched U.S. consumer. According to CNBC, Walmart (NYSE: WMT) shares fell nearly 10% even after a revenue beat and a full-year outlook raise, as U.S. comparable sales grew only 2.6% — short of Wall Street’s roughly 3.5% expectation — and third-quarter sales guidance of 3% to 3.75% looked light. CFO John David Rainey told CNBC the company was eligible for about $2.9 billion in tariff refunds, wit