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Investing.com17d agoneutral
Apple building M8 AI servers, talks with Nvidia, reports The Information

Nvidia (NASDAQ: NVDA), which dominates the AI server market and earns roughly a fifth of its data-centre revenue from networking gear, is the most direct equity expression of that development: any Apple deal to adopt NVLink Fusion would add a new, large-volume customer while simultaneously confirming Nvidia’s strategy of monetising interconnect technology even as rival chips challenge its GPU franchise.

Investor Fears of AI Disintermediation Weigh on Accenture (ACN) Stock
Insider Monkey17d agoneutral
Investor Fears of AI Disintermediation Weigh on Accenture (ACN) Stock

Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Multi Cap Equity Fund”. The letter can be downloaded here. The Multi Cap Equity Fund’s Institutional Class returned 7.90% in Q2, underperforming the Bloomberg U.S. 3000 Index’s 15.71% gain. Markets rose in the quarter on hopes of de-escalating Middle East […]

Stocks Bounce Back Ahead of a Big Day for the Fed
Barrons.com17d agoneutral
Stocks Bounce Back Ahead of a Big Day for the Fed

Stocks were staging a modest rebound from yesterday's slide ahead of the highly-anticipated Federal Reserve interest-rate decision. The Nasdaq Composite gained 0.4%, and the S&P 500 rose 0.2%. The Dow Jones Industrial Average was down 0.