Nvidia will likely still lead AI in five years, but its business may change from the chip giant investors know today.
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Ahead of its second-quarter earnings report, Texas Roadhouse is showing investors the beef in the form of stellar returns, and more upside may be in store.
onsemi (NASDAQ:ON) reported second-quarter 2026 results above the midpoint of its guidance, citing recovering demand, continued growth in AI data-center applications and improving operating leverage. The semiconductor company generated $1.6 billion in revenue, up 6% sequentially and 9% from a year
The AI and data mining specialist delivered triple-digit U.S. revenue growth and boosted its full-year guidance.
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<body><p>STORY: U.S. stocks kicked off August with a rally on Monday, as the Dow added about one-and-a-third percent to close at a record high, the S&P 500 climbed one-and-a-half percent and the Nasdaq added more than two percent.</p><p>Communication services was the best performing of the 11 major S&P sectors, boosted by a 6% jump for Meta and a nearly 5% gain by Alphabet.</p><p>Jed Ellerbroek is portfolio manager at Argent Capital Management.</p><p>“Obviously, an extension from last week, in terms of the big cloud computing giants, doing well after their earnings report. And then I think we're also starting to see some semiconductor and AI data center CapEx beneficiary flow through and do well too. Nvidia, for example, is up I think a little more than 3% today. So, I guess a broad tech rally. And I think investors are becoming increasingly convinced that the return on investment from all of the CapEx spending that the big tech companies are doing has got an appealing ROI to it - both now and I think in the future, too. And so that's why we've seen those stocks rally so much here in the last three or four trading days. And that’s really an amazing contrast to just the week before.”'</p><p>:: Amazon</p><p>Sticking with tech, shares of Amazon gained about four-and-a-half percent as the company's market cap surpassed $3 trillion for the first time after its earnings results last week.</p><p>And shares of SpaceX, which will report its first quarterly results on Tuesday, jumped more than five-and-half percent. The stock has been trading below its $135 issue price for nearly three weeks after its debut in mid-June.</p><p>Meanwhile, crude prices settled down about 5% after President Donald Trump said on Sunday that talks with Iran to reopen the Strait of Hormuz would take place on Monday, though Iran disputed that talks were planned.</p><p>Lower oil prices helped push the S&P 500 Energy sector down more than one percent, making it the worst performing sector of Monday's session.</p></body>
The cosmetics retailer's turnaround strategy is taking hold.
Wall Street's Magnificent Seven -- Apple, Nvidia, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla -- are quickly losing their luster.
It's effecting a "merger of equals" with a peer.
The company's U.S. commercial business "is on fire," CEO Alex Karp says.
There's only one way to see the current hot Hollywood blockbuster on a huge screen.
Sweetgreen has been a broken stock for several quarters now. Is a turnaround finally here?

US stocks (^DJI, ^IXIC, ^GSPC) surge ahead to close out the first trading day of August with daily gains, the Nasdaq Composite rising by 2.13%. Cboe senior vice president JJ Kinahan joins Josh Lipton to assess the day's rise in the tech sector as key chipmakers like AMD (AMD) prepare to release earnings this week. Kinahan is also Cboe's head of retail expansion and alternative investment products.
SpaceX reports its first-ever quarterly earnings Tuesday while a wave of insider shares looms on the horizon, and both events could dramatically reshape the stock and rattle the entire space sector.
This REIT has distributed a payout longer than many of its shareholders have been alive.
Two analysts raised their price targets on the company's equity.
Dow Jones Futures: Trump's Iran comments sparked a big stock market rally Monday. Palantir soared on earnings, while SpaceX earnings are due.
Rivian surprised the market by slashing capital expenditure guidance.
Another SMR stock is expected to make its public debut.
Evercore founder Roger Altman says the stock market is brushing off wars, energy shocks, and rising interest rates as if they barely exist, and he has a specific reason why that resilience holds even as a multitrillion-dollar AI spending gamble looms over the biggest names on Wall Street.
The energy stock has been falling sharply of late.
Apple has been a much hotter stock than Microsoft over the past year, but things could change drastically in the not-too-distant future.
The company announced a new integration with a tech titan it has partnered with for years.
IonQ is the biggest and best-funded pure play on quantum computing -- and Wedbush loves it.
The Ark Invest founder is betting big on SpaceX.
A 3x leveraged ETF targeting the S&P 500's most volatile stocks sounds like a trader's dream during a bull market, but the mechanics hiding inside its daily reset can quietly destroy returns in ways most investors never see coming.