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Micron (MU) Secures Strategic Auto Deals and AI Momentum to Offset Cyclical Pressures
Insider Monkey47d agoneutral
Micron (MU) Secures Strategic Auto Deals and AI Momentum to Offset Cyclical Pressures

Micron Technology (NASDAQ:MU) has experienced strong AI-driven demand through 2026, helping offset its historical exposure to cyclical market downturns. Earlier, on July 16, Micron completed Strategic Customer Agreements with a group of automotive Tier 1 suppliers, a smaller but telling sign that its customer relationships are stretching longer and becoming more predictable across more than […]

SK Telecom Q2 Earnings Call Highlights
MarketBeat48d agoneutral
SK Telecom Q2 Earnings Call Highlights

SK Telecom (NYSE:SKM) reported second-quarter 2026 consolidated revenue of KRW 4.36 trillion, up 0.5% from a year earlier, as continued data-center growth supported its top line. Consolidated operating income rose 67.3% year over year to KRW 566 billion, reflecting a comparison against cybersecurity

What Does Amazon.com (AMZN) Backing A Texas Gas Plant Mean For Its Climate Pledge?
Simply Wall St.48d agoneutral
What Does Amazon.com (AMZN) Backing A Texas Gas Plant Mean For Its Climate Pledge?

Amazon.com (NasdaqGS:AMZN) has been confirmed as a key financial backer of a large private gas power plant built to supply its new data center campus in Texas. The project is expected to support Amazon's growing cloud and AI computing needs while relying on fossil fuel based generation. The scale of the plant means it could become one of the largest single sources of greenhouse gas emissions in the US, drawing scrutiny of Amazon's public climate targets. Investors now face fresh questions...

NiSource Q2 Earnings Call Highlights
MarketBeat48d agoneutral
NiSource Q2 Earnings Call Highlights

NiSource (NYSE:NI) reported second-quarter 2026 adjusted earnings of $0.16 per share, compared with $0.22 per share a year earlier, while reaffirming its full-year earnings outlook and long-term growth targets. Year-to-date adjusted earnings rose to $1.22 per share, up $0.03 from the same period in

SentinelOne (S) Deepens AWS Ties As Growth Accelerates
Insider Monkey48d agoneutral
SentinelOne (S) Deepens AWS Ties As Growth Accelerates

On August 4, SentinelOne (NYSE:S) expanded its work with Amazon Web Services, folding its AI security tools into a single governance layer for Amazon Bedrock. The news arrives as the cybersecurity company’s revenue growth is speeding up and its losses are shrinking, even as two of its top executives cashed out stock in the same […]

Forkast News48d agoneutral
The Industry Builds Its Own Regulator

The Industry Builds Its Own Regulator Washington is currently occupied with the GENIUS Act, a framework that focuses on stablecoin issuers while leaving the mechanics of machine-initiated transactions largely untouched. As Congress stalls on the specifics of AI-driven finance, the private sector has begun to construct its own regulatory architecture. On August 4, 2026, the […]

Amazon behind massive private gas plant for new data centers
AFP49d agoneutral
Amazon behind massive private gas plant for new data centers

Amazon confirmed Friday it is financially backing a massive, private gas power plant in Texas that could become the single largest source of greenhouse gas emissions in the United States.While less polluting than coal, gas plants are still significant sources of planet-warming emissions, and their operations, particularly upstream, also leak methane, the main component of natural gas and itself a powerful greenhouse gas.

Solana wants to be the Netflix of finance
TheStreet49d agoneutral
Solana wants to be the Netflix of finance

Solana (SOL) is positioning itself as the single home for the world's financial assets, and its product chief has a familiar comparison for what that could look like. Speaking this week at BASS, the in-person gathering for Stanford's blockchain community, Vibhu Norby, chief product officer of ...

The Stock Market Is Finally Rising Again—and It’s Getting Cheaper, Too
Barrons.com49d agoneutral
The Stock Market Is Finally Rising Again—and It’s Getting Cheaper, Too

In a “shrinkflation” world, investors might want to stop and appreciate the stock market, which is giving them more for less. While the is up 22% in the past year, valuations have actually come down, with the forward price/earnings ratio falling from 22.1 times forward earnings to 20 times, per Bloomberg data. Simply put, the “E” is rising faster than the “P.” Second-quarter earnings season has been one for the ages, with 86% of companies beating earnings estimates, above the average of 78%, and S&P 500 companies growing earnings by a startling 50.4% from one year ago, per FactSet.