Super Micro Computer (SMCI) wrapped up fiscal 2026 on a strong footing, with its revenue and earnings increasing significantly. Moreover, SMCI continues to see robust demand for its Artificial intelligence (AI) and IT infrastructure solutions, while its record backlog points to continued business momentum and potentially strong growth in the periods ahead.
While Super Micro Computer is expected to deliver solid growth, its stock looks attractive on valuation, suggesting now could be the right time to buy.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket

#micro #smci #fans #pltr

Just when everyone thought that Nvidia (NVDA) may have lost its magic, it has pulled a rabbit out of the hat. No, it is not the usual beat and raise from its quarterly results. This time, Nvidia did something it has never done before—guiding for the next fiscal year. This was a major contributing factor to its shares not falling following its earnings, a phenomenon of the last four consecutive quarters.
In fact, the stock was up by as much as 10% at its highest point in the two subsequent trading sessions. Overall, the stock is up about 5% since the earnings.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket

#NVIDIA #dear #earnings #overall

Iren Limited (IREN) shares tanked on Aug. 28 as investors panicked over a $684 million quarterly loss driven by non-cash impairments and massive upcoming capital expenditures. But the market's reaction to IREN's earnings release overlooks a major positive: the Nasdaq-listed firm has locked in $4 billion in contracted annualized recurring revenue (ARR) for 2026.
Following the post-earnings decline, IREN stock is trading at nearly half its price in late May.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket

#Stock #limited

Snowflake (SNOW) is a cloud data platform company that helps businesses store, ***** yze, and increasingly use their data to power AI applications and workflows. The company had a strong start to fiscal 2027, with product revenue up 34% year-over-year (YoY) to $1.3 billion, while net revenue retention (or NRR) reached 126% in Q1. However, this performance has pushed the stock up 48% year-to-date (YTD), setting a very high bar for Q2, which Snowflake will release on Sept. 2.
Here are three numbers investors should watch in the Q2 report before buying SNOW stock.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket

#Stock #fans #billion #data

San Jose, California-based Cisco Systems, Inc. (CSCO) designs, manufactures, and sells Internet Protocol-based networking and other products related to the communications and information technology industry. With a market cap of $433.3 billion, the company offers enterprise network security, software development, data collaboration, cloud computing, and other related services.
Companies worth $200 billion or more are generally described as "mega-cap stocks," and CSCO definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance within the communication equipment industry. Cisco stands as a ***** an in the networking industry, bolstered by its formidable market share and brand reputation. Cisco's brand is synonymous with reliability and innovation in networking, cybersecurity, and collaboration products, which has helped it maintain a loyal customer base and attract new clients.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#Networking #csco #Stock

Burbank, California-based The Walt Disney Company (DIS) operates as an entertainment company worldwide. Valued at $186.7 billion by market cap, the company's businesses include, media networks, parks and resorts, studio entertainment, consumer products, and interactive media.
Companies worth $10 billion or more are generally described as "large-cap stocks," and DIS definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the entertainment industry. Disney's edge comes from its unmatched IP - Mickey, Star Wars, Marvel, Pixar, that fuels content across movies, streaming, parks, and merchandise. Vertical integration gives it control over creation to distribution, cutting costs and protecting quality. With global reach, heavy investment in data and AI for personalization, and a strong track record of attracting top creative talent, Disney keeps leveraging its brands across platforms to drive revenue and customer loyalty.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#palantir #market

Throughout the buildout of artificial intelligence, the biggest issue that companies keep banging their heads on has been computing capacity. Big tech companies are spending hundreds of billions of dollars this year on servers, chips, and networking equipment, and it appears they'll be spending even more in 2027.
That's why some companies are getting creative—and creating partnerships—in an effort to stand out from the crowd and get AI hardware in the hands of data centers. One recent example is Cisco Systems (CSCO), which is expanding its Secure AI Factory with Nvidia (NVDA) by including a partnership with Super Micro Computer (SMCI).
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#Stock

December Euro currency (E6Z26) futures present a selling opportunity on more price weakness.
See on the daily bar chart for the December Euro currency futures that last week's price action negated a price uptrend and prices on Friday closed at a technically bearish weekly low close. See, too, at the bottom of the chart that the moving average convergence divergence (MACD) indicator has just produced a bearish line crossover signal, whereby the blue MACD line crossed below the red trigger line. The Euro currency bears have momentum on their side.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#euro #december #macd

Palantir (PLTR) CEO Alex Karp recently mentioned the words "Token Industrial Complex" in his Q2 letter to shareholders. In his usual aggressive fashion, Karp has publicly criticized closed-weight AI models, accusing them of various things, including adding no real value, increasing enterprise costs, and stealing intellectual property. As a result, he believes there are two layers that will naturally stand out: Nvidia's (NVDA) compute layer and Palantir's application layer.
Karp is an outspoken CEO, and he often takes an extreme stance on many things. However, his comments on the Token Industrial Complex are more than just rhetoric. He makes a valid point, but you'll need to understand the difference between open-weight and closed-weight models first. An open-weight model is one where users can download, modify, and run the final trained numerical parameters, also known as weights. A closed-weight model is one where users cannot see or modify the trained parameters and can only send inputs and receive outputs.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket

#pltr #karp

SpaceX (SPCX) shares were in focus on Friday after CEO Elon Musk offered an extraordinarily bullish long-term revenue forecast for the newly public ****** e infrastructure and artificial intelligence (AI) company. The billionaire now believes ****** eX could generate about $3.5 trillion in annual revenue by 2033, seven years earlier than Morgan Stanley's comparable estimate.
SpaceX stock is currently down about 30% versus its year-to-date high.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket

#SpaceX #years #spcx

Enterprise AI is now moving to the more complicated part. Now the real test isn't about which company builds the smartest agent. But it is about who can make AI useful, reliable, and scalable across enterprises. That puts UiPath (PATH) and ServiceNow (NOW) in an interesting head-to-head battle. Both are pushing deeper into AI-powered automation, but only one is the better play for the long term.
Valued at $9.4 billion, UiPath is an enterprise automation software company that helps businesses automate repetitive and difficult tasks with software robots, AI agents, and workflow orchestration.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket

#uipath #dear #pltr

Valued at a market cap of $355.4 billion, GE Aerospace (GE) is a global leader in aerospace propulsion, services, and systems, supporting commercial and military aviation worldwide. With a large installed base of aircraft engines and a global workforce, the company builds on more than a century of innovation and industry expertise.
Companies worth more than $10 billion are generally described as "large-cap" stocks, and GE Aerospace fits this criterion perfectly. GE Aerospace is focused on advancing the future of flight while improving safety, performance, and reliability.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket

#large

The S&P 500 Index ($SPX) (SPY) is down by -0.50% today, the Dow Jones Industrial Average ($DOWI) (DIA) is down by -0.67%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down by -0.29%. E-mini S&P futures (ESU26) are down -0.48%, and September E-mini Nasdaq futures (NQU26) are down -0.30%.
Stock indices are under pressure today, with the Dow Jones Industrial Average falling to a 1-week low on a flare-up in geopolitical risks. Renewed Middle East tensions are boosting crude oil prices, raising inflation expectations, bond yields, and complicating the US inflation outlook. WTI crude oil is up more than +2% today after the US and Iran exchanged strikes for the first time in about a month. The 10-year T-note yield jumped to a 19-month high today at 4.76%.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket

#index #jones #dear

Dublin, Ireland-based Accenture plc (ACN) provides strategy and consulting, industry X, song, and technology and operation services. Valued at $126.6 billion by market cap, the company delivers a range of specialized capabilities and solutions to clients across all industries and operates a network of businesses providing outsourcing and alliances.
Companies worth $10 billion or more are generally described as "large-cap stocks," and ACN fits right into that category with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the information technology services industry. ACN leads in IT services with a brand known for quality and innovation. Its global reach and large workforce let it deliver broad solutions, while ongoing investment in R&D, AI, and talent development keeps offerings cutting-edge and the company a top employer, fueling long-term growth.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#billion #dear #palantir #market

Washington, the District Of Columbia-based Danaher Corporation (DHR) designs, manufactures, and markets professional, medical, research, and industrial products and services. The company is valued at $151.9 billion by market cap.
Companies worth $10 billion or more are generally described as "large-cap stocks," and DHR definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the diagnostics & research industry. DHR's competitive strengths come from its portfolio of high-margin, mission-critical tools in biotech, diagnostics, and life sciences. Strong positions in regulated, R&D-heavy markets give it pricing power and resilience, even in downturns.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#palantir

Adobe Inc. (ADBE), headquartered in San Jose, California, provides digital marketing and media solutions. Valued at $115.9 billion by market cap, the computer software company offers a line of application software products, type products, and content for creating, distributing, and managing information.
Companies worth $10 billion or more are generally described as "large-cap stocks," and ADBE fits right into that category with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the software - application industry. Adobe's strength is its Creative Cloud lock-in tools like Photoshop dominate creative workflows, backed by a sticky subscription model and AI-powered Firefly. Strong brand and expansion into marketing and document software keep it central for creatives and enterprises alike.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#Stock #palantir #creative

With a market cap of $187.5 billion, McDonald's Corporation (MCD) is the world's leading global foodservice retailer, with around 44,000 locations across more than 100 countries. About 95% of its restaurants are owned and operated by independent local business owners, giving McDonald's a highly franchised global business model.
Companies valued at more than $10 billion or more are generally considered "large-cap" stocks, and McDonald's fits this criterion perfectly. The company serves around 68 million people daily while focusing on food quality, community connection, its people, and environmental impact.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#dear #fans #palantir #around

Artificial intelligence (AI) has turned infrastructure into the hottest corner of enterprise tech, and companies now want more than faster chips. They need networking, cloud software, and systems that actually work together. That puts Broadcom (AVGO) in a sweet spot, with its AI semiconductors on one side and VMware strengthening its enterprise software business on the other.
So, Monday, Aug. 31, deserves a spot on the calendar. VMware Explore 2026 is kicking off in Las Vegas with 400-plus technical sessions, hands-on labs, and certifications around VMware Cloud Foundation. Broadcom and its customers will also showcase private AI clouds and agentic AI, giving enterprises a closer look at where VMware is headed.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#vmware #Stock #fans #software

Cathie Wood is doubling down on Cerebras Systems (CBRS) at a time when the artificial intelligence (AI) chip stock is struggling to regain its footing. Ark Invest bought another 93,290 Cerebras shares on Aug. 25 across multiple exchange-traded funds (ETFs), worth roughly $17.2 million based on the reported purchase value. That follows additional buying earlier in August.
The timing is notable. Shares of Cerebras have fallen sharply from their May peak and remain extremely volatile. CBRS stock is down 7% over the past month and 26% over the past three months. The stock has swung between a 52-week high of $386.34 and a low of $160.81.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#pltr

Juno Beach, Florida-based NextEra Energy, Inc. (NEE) generates, stores, transmits, distributes, and sells electric power to retail and wholesale customers in North America. The company has a market cap of $170.7 billion and operates through Florida Power & Light Company (FPL) and NEER segments. NextEra generates electricity from wind, solar, nuclear, natural gas, and other clean energy ******* ets.
Companies with a market cap of $10 billion or more are typically referred to as "large-cap stocks." NEE fits squarely into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the regulated electric utilities industry.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#Florida #fans #palantir

After going public in July following a direct listing, QumulusAI (QMLS) has gained attention on Wall Street as an artificial intelligence (AI) name and cloud partner of Nvidia (NVDA). QumulusAI buys and deploys Nvidia GPUs to run AI training and inference workloads for customers.
Recently, the neocloud provider scored a huge data center win. In an amendment to its surface lease at its Oklahoma data center, the company extended its potential tenure at the site through Jan. 31, 2044. This replaces the original lease's single five-year renewal option with three consecutive five-year renewal options.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#NVIDIA #fans

The S&P 500 Index ($SPX) (SPY) is down by -0.42% today, the Dow Jones Industrial Average ($DOWI) (DIA) is down by -0.55%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down by -0.23%. E-mini S&P futures (ESU26) are down -0.40%, and September E-mini Nasdaq futures (NQU26) are down -0.18%.
Stock indices are under pressure today, with the Dow Jones Industrial Average falling to a 1-week low. Renewed Middle East tensions are boosting crude oil prices, raising inflation expectations, bond yields, and complicating the US inflation outlook. WTI crude oil is up more than +2% today after the US and Iran exchanged strikes for the first time in about a month. The 10-year T-note yield jumped to a 19-month high today at 4.75%.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#down #fans

Irving, Texas-based Caterpillar Inc. (CAT) manufactures and sells construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in the United States and internationally. The company has a market capitalization of $367.9 billion and is one of the world's largest manufacturers of the said equipment.
Companies with a market cap of $200 billion or more are typically referred to as "mega-cap stocks." CAT fits perfectly into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the farm and heavy construction machinery industry.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Tesla Stock Could Benefit as Trump Locks Down the U.S. Power Grid

#Stock #construction #Diesel #billion

New York-based American Express Company (AXP) operates as an integrated payments company in the United States and internationally. The company has a market cap of $225 billion and operates through four segments: U.S. Consumer Services, Commercial Services, International Card Services, and Global Merchant and Network Services.
Companies with a market cap of $200 billion or more are typically referred to as "mega-cap stocks." AXP fits perfectly into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the credit services industry.
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Tesla Stock Could Benefit as Trump Locks Down the U.S. Power Grid

#billion #american

Palantir Technologies (PLTR) is a leading artificial intelligence (AI) and big data **** ytics company that builds software platforms enabling government and commercial organizations to integrate data and make real-time operational decisions. The company operates through two core segments, Commercial and Government, powering mission-critical workflows in defense, intelligence, healthcare, energy, and financial services.
Under CEO Alex Karp, Palantir's flagship Artificial Intelligence Platform (AIP) has become central to its rapid growth story, driving explosive U.S. commercial adoption as enterprises race to operationalize generative AI. With programs like Maven advancing toward Pentagon program-of-record status, Palantir has cemented itself as a defense-tech and enterprise AI powerhouse.
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Tesla Stock Could Benefit as Trump Locks Down the U.S. Power Grid

#pltr #Stock #government

New York-based Verizon Communications Inc. (VZ) engages in the provision of communications, technology, information, and streaming products and services to consumers, businesses, and governmental entities worldwide. The company has a market cap of $208.2 billion and operates in two segments, Verizon Consumer Group (Consumer) and Verizon Business Group (Business).
Companies with a market cap of $200 billion or more are typically referred to as "mega-cap stocks." VZ fits perfectly into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the telecom services industry.
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Tesla Stock Could Benefit as Trump Locks Down the U.S. Power Grid
Tesla Just Killed Its Solar Roof After Years of Struggling to Scale. What It Means for TSLA Stock.

#market

With a market cap of $209.7 billion, Salesforce, Inc. (CRM) is a leading customer relationship management (CRM) technology company that helps businesses connect with customers across the United States, Europe, and the Asia Pacific. It serves a wide range of industries including financial services, healthcare, manufacturing, automotive, and government sectors.
Companies valued at $200 billion or more are generally classified as "mega-cap" stocks, and Salesforce fits this criterion perfectly. The company provides AI-powered solutions such as Agentforce, Data 360, Informatica, and Slack, enabling organizations to automate processes, manage data, and improve collaboration across sales, service, marketing, and commerce operations.
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Tesla Stock Could Benefit as Trump Locks Down the U.S. Power Grid
Tesla Just Killed Its Solar Roof After Years of Struggling to Scale. What It Means for TSLA Stock.

#Stock

Oracle (ORCL) is giving investors a fresh reason to revisit its cloud and artificial intelligence (AI) growth story after a brutal selloff pushed the stock sharply lower. Citi has now placed Oracle on an upside 90-day catalyst watch, maintaining a "Buy" rating and a $330 price target, arguing that the recent decline may have created an attractive entry point.
The bullish case centers on Oracle's cloud business, where strong artificial intelligence (AI) infrastructure demand could drive better-than-expected growth, pricing, and profitability. Citi also sees Oracle's upcoming earnings report and investor day in late October as potential catalysts for renewed investor confidence and upward estimate revisions. With the company having added around $85 billion sequentially in remaining performance obligations (RPO) in its May quarter, it remains to be seen whether accelerating AI demand can help the cloud business regain Wall Street's attention and give ORCL stock room to rebound.
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Tesla Stock Could Benefit as Trump Locks Down the U.S. Power Grid
Tesla Just Killed Its Solar Roof After Years of Struggling to Scale. What It Means for TSLA Stock.

#cloud #citi

Elon Musk's Tesla (TSLA) has plenty on its plate right now. The EV giant is pouring billions into high-profile bets such as robotaxis, humanoid robots, and a massive chip fabrication plant, all in the hope of unlocking its next phase of growth. But those ambitious investments are already showing up in the numbers, weighing on profits and pushing free cash flow into negative territory. Now, a major policy shift from Washington could give Tesla's energy business an unexpected boost. On Aug. 27, President Donald Trump signed an emergency order aimed at keeping certain foreign-made transformers and other critical power equipment out of the U.S. electric grid.
The order broadly restricts the purchase, import, or installation of certain foreign-made bulk-power system equipment and related software if they could create cybersecurity or operational risks. It also opens the door to new rules that could affect equipment already installed across the U.S. That could be a big deal for the U.S. energy industry. China currently accounts for roughly 80% of the world's battery and solar inverter manufacturing capacity, according to the International Energy Agency.
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Tesla Just Killed Its Solar Roof After Years of Struggling to Scale. What It Means for TSLA Stock.
Despite Impressive Results, Nvidia Stock May Be Stuck in a Range - What's the Best Play?

#order

Bitcoin (BTCUSD) just had one of its best weeks in months, causing the stock most tied to its fate to rally. Strategy (MSTR), the software firm-turned-Bitcoin treasury company formerly known as MicroStrategy, saw MSTR stock climb alongside the cryptocurrency this past week. The move has arrived after months of a painful drawdown that tested even the company's most loyal shareholders.
For anyone who owns MSTR stock or is thinking about buying it, the last few days offer a reminder of how tightly the stock is bound to Bitcoin's swings — in both directions. Let's take a closer look.
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Tesla Stock Could Benefit as Trump Locks Down the U.S. Power Grid
Tesla Just Killed Its Solar Roof After Years of Struggling to Scale. What It Means for TSLA Stock.

#Stock #tesla #strategy