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Polymarket now prices real odds of a September rate hike, and that puts millions of investors holding the most popular dividend ETF in a position their fund was never designed to handle. Fidelity quietly built something for exactly this moment.

Eli Lilly just posted its fourth straight earnings beat and raised guidance again, but the real question is whether a next-generation obesity drug still sitting below Wall Street's radar could push the stock well past current targets.

Plug Power posted a quarter that stopped traders in their tracks, but the stock still sits near multi-year lows and the company keeps missing on earnings. Here is what the margin numbers actually signal about whether this turnaround has legs.

The bitcoin mining company, which has pivoted toward selling data center capacity, signed a deal with a major AI developer, widely reported to be Anthropic, in a transaction valued at $9.1 billion.

(Bloomberg) -- Nasdaq Inc. agreed to buy off-exchange stock-trading venue LeveL Markets to expand its role in the equity market, according to people familiar with the matter.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets

The 20-year deal to supply 191 megawatts is reportedly with Anthropic

(Bloomberg) -- US stocks may be sitting at a record, but anxiety about everything from geopolitics to inflation and a divided Federal Reserve is keeping animal spirits at bay. And that may be just what the rally needs to continue. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITrump Makes Sweeping New Demands on Iran as Deal Hopes DimSto

Elbit Systems fell solidly after beating earnings. Iran war disruption fears and declining aerospace sales were possible reasons.

Cisco and Coherent both report earnings the same afternoon, putting two very different AI networking bets head to head. One carries a 93% crowd-backed beat probability while the other just shed 14% in a single session, and only one belongs in a retirement portfolio.

Wall Street analysts are reshuffling their bets ahead of a critical inflation report, with major calls hitting Airbnb, AppLovin, Boeing, Spotify, and a handful of others that could move your portfolio before the week is out.

The telehealth company posted a net loss of $86.3 million in the second quarter while raising its full-year revenue outlook to $3.1–$3.3 billion

Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.

Singapore's Sea Ltd beat estimates for quarterly revenue on Tuesday, powered ‌by growth at its e-commerce business ‌led by Shopee and rising demand for its financial services. U.S.-listed ​shares of the company were up 7.6% in premarket trading. Shopee has grown into Southeast Asia's leading e-commerce platform through a combination of ‌aggressive discounting, gamified ⁠shopping features and a broad logistics network.

(Bloomberg) -- GO Residential Real Estate Investment Trust, backed by a group of investors including Blackstone Inc., has agreed to buy H&R Real Estate Investment Trust in a cash and unit deal valuing the equity of the Canadian owner of apartment buildings at C$3.4 billion ($2.44 billion).Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimFiv

On Wednesday, the U.S. government is expected to report that consumer prices rose by 3.4% in July from a year earlier, or by 2.5% for those of us who don’t use food or energy. It’s easy to poke fun at government data or even to doubt its accuracy. Tax brackets, Social Security payments and retirement-account contribution limits are all pegged off of it.

The electric-vehicle maker’s recent rally may be about to fizzle out ahead of inflation data that could determine what the Fed does next.

Babcock & Wilcox (NYSE:BW) shares surged 40. 5% to $12.

OpenAI has reportedly completed a deal to help employees sell nearly $7 billion worth of the company’s shares ahead of its potential IPO. The Sam Altman-led company repurchased shares from existing as well as former employees rather than relying on...

Oil prices jumped yesterday after negotiations over the Strait of Hormuz turned south once again. Over the weekend, a top Iranian official laid out a series of tough demands for opening the Strait, and the United Arab Emirates said Iran launched a missile attack on one of its ships.

The South Korean battery maker said it would use the Indiana plant to make batteries for energy storage systems and other high-tech applications.

CoreWeave earnings are expected to show another quarter of triple-digit sales growth as the AI cloud company spends billions on data centers and inches toward profitability.

Aug 11 () - South Korean battery maker Samsung SDI said on Tuesday it will end its joint venture agreement with General Motors in ‌Indiana and acquire the U.99% stake, citing weaker-than-expected electric ‌vehicle demand.

Plug Power Inc (PLUG) raises full-year revenue guidance to 15-16% growth as cost discipline and operational improvements drive significant margin expansion.

Quantum Computing Inc (QUBT) reports a 9,000% year-over-year revenue increase, a $42.5M contract backlog, and strategic progress in advanced semiconductor manufacturing despite a net loss of $11.8M.

Kopin Corp (KOPN) posts strong Q2 2026 results with a 51% revenue jump, narrowing losses and positioning for GAAP profitability by Q4 2026 amid surging demand in defense and AI interconnect markets.

Babcock & Wilcox Enterprises Inc (BW) raises full-year 2026 adjusted EBITDA target to $80-$105 million amid record bookings and strong demand from AI data centers.

AST SpaceMobile Inc (ASTS) reiterates full-year guidance and secures $1B J-LEO award as it scales toward commercial service.

Strong subscriber growth and international expansion drive record performance, offset by margin pressures and FTC legal challenges.

Nvidia announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to funnel $500 billion towards the buildout of AI infrastructure over time.

Plug Power (PLUG) delivered earnings and revenue surprises of +12.50% and +6.30%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?