
McDonald's announced a bold new turnaround plan, but investors don't like the price tag.
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McDonald's announced a bold new turnaround plan, but investors don't like the price tag.

Even the Golden Arches has an AI operating system now, and franchisees are getting the bill for it

With new CEO John Ternus coming from the hardware side of the business, one of the first things the company announced was a major change to the iPhone, the iPhone Duo.

Alibaba Group Holding Ltd. is rolling out what it calls China’s most powerful AI chip, an accelerator to compete with Nvidia Corp. and underpin a massive expansion of data center capacity in coming years.

Palantir Technologies (NasdaqGS:PLTR) announced a series of new global alliances with Fujitsu, NVIDIA, Method Security and Nebius. The renewed Fujitsu agreement aims to expand Palantir software across international manufacturing and other sectors for digital operations projects. Palantir reported a new NVIDIA supply chain effort, Method Security's Cardinal cybersecurity program, and a preferred AI infrastructure role with Nebius. The fresh Fujitsu, NVIDIA, Method Security and Nebius deals...

Salesforce (NYSE:CRM) used its Dreamforce keynote to outline an expanded artificial intelligence strategy centered on “AIforce,” a platform the company said is designed to combine enterprise data, applications, AI agents and new interfaces. The company described AIforce as a way to connect probabil

The company is making slow but measured and deliberate progress on its Cybercab/robotaxi rollout.
Salesforce’s first CRM reasoning model for Agentforce is designed to handle complex, multi-step enterprise workflows and take actions across CRM applications.
Corning stock faces dilution overhang after a strong run in 2026.

Ternus will introduce Apple's new iPhones (as well as some other products and services) on Sept. 9.

Tesla's Cybercab event positions the company for robotaxi growth.

The stock's proving difficult to value because several factors are in play at once, with one big, disappointing one proving particularly problematic.

Elon Musk is doing what he always does: making aggressive capex moves and pushing up timelines. SpaceX on Tuesday announced Starbase, Louisiana, a "high cadence" launch site that will eventually support "thousands" of Starship launches a year.
Management is deploying record AI cash flow after the stock nearly halved from June's peak.

Cerebras Systems late Tuesday introduced what it described as “the fastest AI accelerator in the industry.”

The company is making risky bets on artificial intelligence, but that may be undervaluing the stock.
Nvidia announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to funnel $500 billion towards the buildout of AI infrastructure over time.
Space Exploration Technologies (NasdaqGS: SPCX) unveils Starmind, an orbital AI data center network built with Nvidia, targeting space based compute and data services. Tesla and SpaceX announce plans for a US$16.8b Terafab AI chip factory in Texas to expand AI hardware production capacity. SpaceX outlines intentions to build a terrestrial mobile network that would compete with major U.S. wireless carriers. These moves push SpaceX deeper into AI infrastructure and telecom, so it can be...

Scott Melker discusses how CME (CME) has launched 23-hour single-stock futures for trading shares of SpaceX (SPCX), Micron Technology (MU), and other stocks. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Nvidia Powers South Korea's AI Ambitions With Blockbuster SK Group Alliance
Nvidia Makes Surprise $1 Billion Move as Naver Stock Explode
SEOUL, July 25 (Reuters) - South Korea's Samsung Electronics and SK Hynix will pursue memory chip supply partnership with U.S. big tech companies including Nvidia worth $950 billion overall, South
3 nuclear start-ups are partners in the AI-focused nuclear program.
Rocket Lab stock is down 32% in July, but it's still winning contracts.
First Trust just launched a buffer ETF that promises a fixed return no matter how much the S&P 500 outperforms it, and that unusual tradeoff comes with a catch most investors overlook until it is too late.

AMD launched its Helios rackscale systems to rival Nvidia's Vera Rubin-powered platform.
Baird's bullish call sends CoreWeave and Nebius stocks higher
Taiwan's Wistron, a supplier to Nvidia, launched a $700 million manufacturing facility in Texas on Tuesday to produce the U.S. chipmaker's latest AI systems, as Taiwanese electronics makers expand U.S. production to meet soaring demand for AI infrastructure. • The Fort Worth facility manufactures Nvidia's GB300 Grace Blackwell Ultra Superchip. Nvidia CEO Jensen Huang has described the AI system built around the product as "the most powerful AI supercomputer in the world."
The deal gives Microsoft more computing capacity in Europe and brings Mistral's AI models into Microsoft Foundry and Copilot Studio
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