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The $1.5 Trillion Question Nvidia’s Earnings Can’t Answer
The Wall Street Journal30d agoneutral
The $1.5 Trillion Question Nvidia’s Earnings Can’t Answer

​📈 Follow our live markets data and coverage. When tech companies started amping up spending on AI about three years ago, David Cahn, a venture capitalist at Sequoia Capital, asked a simple question: What was the gap between AI investment and the revenue generated from AI? It certainly won’t weigh on investors this afternoon, when Nvidia —the main chip supplier to the AI boom—reports quarterly results.

Microsoft Is Leaving Investors Flying Blind on Its AI Businesses
The Wall Street Journal30d agoneutral
Microsoft Is Leaving Investors Flying Blind on Its AI Businesses

Cloud computing, meet cloudy numbers. After years of asking investors to take its artificial-intelligence strategy on faith, Microsoft stands out among tech giants for the opacity of its financial reporting. Take Azure, Microsoft’s flagship cloud platform and primary growth engine.

How These 3 Top Funds Deliver ‘Deep Value’ With Fewer Tech Stocks
Barrons.com30d agoneutral
How These 3 Top Funds Deliver ‘Deep Value’ With Fewer Tech Stocks

Look at the largest holdings of some of the most popular value funds and you might be surprised. The average fund in Morningstar’s Large Value category now has 18% of its portfolio in tech stocks that look expensive by classic valuation metrics. Benjamin Graham and David Dodd, the authors of the famous tome Security Analysis, believed investors should buy stocks trading below book value, an asset-based measure of a company’s net worth on its balance sheet.

How Investors May Respond To Kroger (KR) Linking Prescriptions With Instacart-Powered Online Grocery Delivery
Simply Wall St.31d agoneutral
How Investors May Respond To Kroger (KR) Linking Prescriptions With Instacart-Powered Online Grocery Delivery

The Kroger Co. earlier announced a nationwide rollout that lets customers combine grocery and eligible prescription deliveries in a single Instacart-powered order across more than 2,200 pharmacy locations and nearly all Kroger banners. By tightly linking its pharmacy operations with online grocery through Instacart, Kroger is deepening its omni-channel ecosystem and potentially increasing overall customer engagement per order. Next, we’ll explore how integrating prescriptions into...

Uber Technologies (UBER) Is Up 7.6% After Dubai Apollo Go Tie-Up - Has The Bull Case Changed?
Simply Wall St.31d agoneutral
Uber Technologies (UBER) Is Up 7.6% After Dubai Apollo Go Tie-Up - Has The Bull Case Changed?

In August 2026, Baidu announced that its fully autonomous Apollo Go vehicles are now available to riders in select areas of Dubai via the Uber app, while Uber also expanded autonomous ride services in Zagreb and advanced drone and intercity travel partnerships across multiple regions. This wave of agreements highlights Uber’s push to broaden its mobility and delivery ecosystem through autonomous technology and partnerships, even as it contests a very large GDPR fine from Dutch regulators...

Use This Zacks Tool to Find Strong Cloud Stocks
Zacks31d agoneutral
Use This Zacks Tool to Find Strong Cloud Stocks

Zacks Thematic Screens lets you dive into over 30 dynamic investment themes shaping the future. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes help you invest in ideas that matter to you.

Why Is IREN (IREN) Drawing Attention After Its AI Cloud Milestones?
Simply Wall St.31d agoneutral
Why Is IREN (IREN) Drawing Attention After Its AI Cloud Milestones?

IREN (NasdaqGS:IREN) completed its first Microsoft AI cloud deployment, known as Horizon 1, at its Texas site, marking an initial delivery milestone under the multi year partnership. The company secured NVIDIA Exemplar Cloud status, indicating that its infrastructure is qualified to support demanding AI workloads at scale. Together, these steps provide third party validation of IREN's AI cloud buildout and its positioning in the competitive AI infrastructure market. Readers who want to...

Did Starbucks' Limited-Time Drink Surge and New Fiber Bar Partnership Just Shift Its (SBUX) Turnaround Story?
Simply Wall St.31d agobullish
Did Starbucks' Limited-Time Drink Surge and New Fiber Bar Partnership Just Shift Its (SBUX) Turnaround Story?

In August 2026, Floura Fiber announced its first national retail rollout as Starbucks began offering the Blueberry Matcha Daily Fiber Bar across its US company-operated coffeehouses, while the chain also relaunched its Unicorn Frappuccino and expanded its fall menu as part of the “Back to Starbucks” strategy. Early results show limited-time drinks and refreshed seasonal offerings have lifted customer traffic and weekend sales, reinforcing Starbucks’ focus on menu innovation and customer...

Reddit (RDDT) Stock Is Up, What You Need To Know
StockStory31d agoneutral
Reddit (RDDT) Stock Is Up, What You Need To Know

Shares of online community and discussion platform Reddit (NYSE:RDDT) jumped 4.9% in the afternoon session after The Information reported that Meta Platforms is preparing to launch a consumer AI agent named Hatch that is trained to access and browse the social discussion platform. According to coverage of the upcoming launch, Hatch will allow users to navigate Reddit, order from DoorDash, shop on Etsy, check Yelp, and manage Microsoft Outlook directly inside Meta’s ecosystem. Meta plans to launc