Chief Executive Officer Lip-Bu Tan purchased 150,000 shares of common stock across multiple trades priced between $64.71 and $64.74.
The strategic share acquisition follows Intel's Q3 2026 earnings release, which showed $16.5 billion in revenue, but shares suffered a sharp after-hours plunge driven by conservative fourth-quarter sales forecasts.
Investors are weighing cooling artificial intelligence capital expenditure (capex) cycles following a Democratic wave in mid-term elections.
Intel's (INTC) chief executive officer and director Lip-Bu Tan acquired 150,000 shares of common stock worth $9.7 million on Nov. 2 via his family trust, according to a regulatory filing on Wednesday.
Tan bought the stock through several open-market transactions at prices ranging from $64.705 to $64.735; the total investment amounted to approximately $9.71 million. The move could be seen as a vote of confidence as the semiconductor giant navigates supply chain pressures, fabrication hurdles at its Israel facility, and shifting demand in the personal computer market.

#shares #executive #million #market

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The Internal Revenue Service is issuing notices to taxpayers stating that they may qualify for the Saver's Match, a government-funded $1,000 retirement account contribution, beginning in 2027. The program replaces the Saver's Credit, which ends on Dec. 31, 2026.
Taxpayers who previously filed for that credit are receiving a notification about the new program, which will provide a matching contribution of up to $1,000 for single filers and $2,000 for joint filers in the 2027 tax year.
Here's the latest on who is eligible.
Read more: Retirement planning by age: The complete guide for your 20s-70s

#credit #internal #revenue

Huntington Bancshares Incorporated (NASDAQ:HBAN) dropped 5.55% to $15.82 on September 16, 2026, close to its 52-week low. The price movement was triggered by a profit warning at a Barclays conference. Huntington brought down its 2027 EPS guidance from above $1.90 to the range of $1.75-$1.83, and its 2026 net interest income growth from 39%-43% to roughly 35%. What matters more than these numbers is the reason behind them. Deposit costs are rising, and loan pricing is tightening, and it landed on the day the Fed delivered its first interest rate hike since 2023. The drop therefore raises the question: is this an oversold bank or the opening crack in regional-bank margins?
A well-run bank has just lowered its guidance, citing intense competition for deposits and loans. If Huntington feels the margin pressure, then it is likely that its peers feel the same. This explains why Fifth Third shares slid 4.1% on the same afternoon alongside the whole financials group. The Fed's new hike makes the environment more unfavorable for the group in the near term. While rate increases eventually lift ***** et yields, banks must immediately offer higher deposit yields to retain balances, squeezing net interest margins in the near term. Furthermore, accelerated commercial real estate loan payoffs reduced total earning ***** ets, though these early payoffs lower credit risk on the loan book.
The selloff leans too much into the reset. A move to $1.75-$1.83 from above $1.90 is a modest single-digit trim. Huntington sustains its profit as well as its operational performance. Loans reached $189 billion from $50 billion in 2015. Deposits touched $222 billion. And one of the company's biggest growth engines, value-added fee income, compounded at a 14% annual rate since mid-2024, with year-to-date growth near 32%. The income helps offset a notable portion of the spread pressure and offers a competitive edge against pure spread lenders.
A higher-for-longer rate environment carries trade-offs for commercial banks. It drives up deposit expenses, reflecting the margin pressure Huntington reported. It also expands loan yields as credit ***** ets reprice. Deposit beta determines the net effect by measuring how much of each benchmark rate increase the bank transfers to depositors. After the rate hikes, deposit costs typically rise further, so betting on a near-term peak takes some faith. A lower beta allows fee revenue to support earnings, whereas a higher beta keeps the squeeze sustained over multiple quarters.

#bank #interest #Growth

PulteGroup, Inc. (PHM) is one of America's largest homebuilders, headquartered in Atlanta, Georgia. It acquires and develops land for residential use and constructs and sells single-family detached homes, townhomes, condominiums, and duplexes. Operating in U.S. markets, the company serves diverse homebuyers through brands including Centex, Pulte Homes, Del Webb, and DiVosta Homes. The company has a market capitalization of $22.76 billion, which makes it a "large-cap" stock.
PulteGroup's shares reached a 52-week low of $108.49 on May 19, but are up 10.1% from that level. Over the past three months, the stock has dropped 2.7%, as investors weigh persistent housing-market headwinds. Meanwhile, the broader S&P 500 Index ($SPX) is up marginally over the past three months. Therefore, PHM has clearly underperformed over this period.
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Nvidia CEO Jensen Huang Just Dropped Huge News for This Cybersecurity Stock

#Stock #months #atlanta

Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
The oil crisis is leaking into other parts of the car. Costco, the land of big and cheap, flipped the script and doubled the price of its full-synthetic motor oil and started rationing purchases. As crude pushes toward $100 a barrel, a 10-quart case that cost roughly $30 now runs $57.99, with purchases capped at two units per member per week.
U.S. diesel crossed $6 a gallon for the first time this week, and global oil inventories have drawn down more than 500 million barrels since the U.S.-Iran conflict began. This is affecting the entire crude industrial complex.
Base oil, which is the feedstock for motor oil, comes from the same barrel as gasoline and diesel so when refiners can earn more finishing crude into fuel than into lubricants, lubricant stock gets squeezed first.
The pressure for Costco, however, is more intense: Its signature Kirkland oil carries GM's Dexos1 Gen 3 certification, which requires manufacturers to pay GM separately per product and per unit sold. As a result, and much against its brand ethos, changing your own oil with Kirkland product now costs roughly what an independent shop would charge, thus eroding the DIY savings case entirely.

#costco #Stock #roughly

(Bloomberg) -- The global refining sector's diesel crunch is likely to result in tight supply for the coming months, keeping prices high and weighing on demand, according to ****** ysts and traders.
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Apple's $2,000-Plus Foldable iPhone Was a Decade in the Making
EU and Canada Plan Deal to Boost Trade, Security as US Ties Fray
Bessent Dares Traders to Bet Against Yen: 'I Am the House Now'

#traders #plus #making

Based in Atlanta, Georgia, Intercontinental Exchange, Inc. (ICE) is a global financial markets infrastructure company that operates exchanges, clearing networks, and data services. It provides technology, market data, indexing, and mortgage technology solutions across major **** et classes, helping improve transparency, price discovery, efficiency, and decision-making. The company has a market capitalization of approximately $89.6 billion.
Companies worth $10 billion to $200 billion are generally described as "large-cap stocks," and Intercontinental Exchange definitely fits that description. Intercontinental Exchange benefits from a diversified business model spanning exchanges, fixed income and data services, and mortgage technology. Its strong technology infrastructure, NYSE ownership, brand recognition, and recurring revenue streams strengthen customer relationships, support operational efficiency, and provide resilience across different financial market conditions.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential **** eX Deal Could Meaningfully Accelerate Growth for Technip Stock

#intercontinental #technology #financial

The 10-year Treasury yield touched 4.80% on Tuesday, its highest level since January 2025. The 30-year sits at 5.28%, close to levels last seen in 2007.
Every framework that has dominated market commentary in recent weeks says equities should be buckling under that.
The S&P 500 – tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY) – is up roughly 11% for the year and trades at 19.6 times forward earnings, which is cheaper than it was on June 30.
Something in that chain of reasoning is broken.
The reason is hiding in a place that gets less attention than bonds: corporate earnings.

#spdr

Affirm Holdings (AFRM) just handed Wall Street a quarter that was hard to argue with, and Bank of America came away more bullish than before.
The buy now, pay later company reported record fiscal fourth-quarter results in late August, and its shares jumped on the news.
Now BofA is telling clients the market still hasn't priced in what could come next.
The bank raised its 12-month price target on Affirm to $104 from $93 while keeping its Buy rating. That's a call that points to roughly 34% to 35% upside from where the stock traded after earnings.
BofA **** yst Matthew O'Neill lifted the target after Affirm's fiscal Q4 2026 report, and his reasoning starts with the company's own forecast.

#affirm #quarter #holdings #street

A laptop arrived late. What was on it made things worse. And now Apple is asking a federal court to move faster, arguing that evidence in its lawsuit against OpenAI is being actively destroyed.
Apple filed a new brief on Aug. 31, escalating its legal battle against the ChatGPT maker. The filing accuses OpenAI of withholding key evidence and alleges that a former Apple engineer sent instructions to an OpenAI colleague to destroy documents. The colleague confirmed she would comply, Bloomberg reported.
The brief was filed Monday, Aug. 31, in support of Apple's motion for expedited pretrial fact-finding in its trade secrets lawsuit against OpenAI.
Apple's lawyers said OpenAI only recently provided a critical piece of evidence: an Apple-issued MacBook that former engineer Chang Liu had been using since leaving the company.
Initial forensic ***** ysis of the laptop found that Liu and colleagues at OpenAI "were well aware" of his continued unauthorized access to Apple's third-party cloud storage providers. The filing alleges Liu also "sent instructions for destroying evidence to an OpenAI colleague who confirmed she would comply."

#filing #alleges

Aon plc (NYSE:AON) has agreed to acquire USI Insurance Services from KKR and other shareholders for $17 billion in cash, making it one of the largest insurance-brokerage acquisitions in recent years. USI generates roughly $3 billion in annual revenue, has more than 10,500 employees, and operates nearly 200 offices across the U.S.
The strategic focus is clear: Aon wants to significantly strengthen its position in the U.S. middle-market insurance segment, which Aon estimates at more than $40 billion and more than one-third of U.S. commercial P&C premiums. The acquisition also expands Aon's exposure to the excess & surplus (E&S) market, one of the faster-growing parts of commercial insurance. The deal builds on Aon's $13 billion acquisition of NFP in 2024, giving the company another major middle-market platform. Aon expects the USI transaction to generate approximately $395 million of annual run-rate net adjusted EBITDA synergies and become accretive to adjusted EPS in 2028.
The market's initial reaction was negative. Aon shares fell roughly 6% in early trading, reflecting investor concerns about the size of the transaction, leverage, and the time required for the deal to become earnings accretive.
Photo by Scott Graham on Unsplash
The biggest positive is that Aon plc (NYSE:AON) is buying into a large and attractive part of the insurance market. USI gives Aon considerably more scale among middle-market customers, while adding capabilities in employee benefits, P&C, personal risk and retirement services. This could allow Aon to sell more products to existing customers and use USI's relationships to cross-sell Aon's broader services.

#market #middle

TTD jumped 3% on Kokai Zuma's launch but remains down 64% year to date, while APP stock barely moved despite posting 53% revenue growth.
QQQ fell 0.2% while TTD rose 3%, confirming that the bounce was driven by Kokai Zuma's debut rather than broad sector momentum.
TTD trades at 11x forward earnings versus the industry's 20x average, and Zacks carries a Sell rating as near-term earnings momentum still runs against the shares.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Trade Desk didn't make the cut. Grab the names FREE today.
Three ad-tech names shipped agentic AI in the same stretch, and the market has judged them on separate execution records rather than a shared sector trade. The Trade Desk (NASDAQ:TTD) stock is up 5% to $14.25 in morning trading after unveiling Kokai Zuma, the latest release of its Kokai platform for planning, buying, and measuring advertising across the open internet. That gain reads as a product-launch response inside a year-long derating that remains firmly in place.

#kokai #desk #remains #year

Strategy Inc. (NASDAQ:MSTR) has tied much of its balance-sheet strategy to Bitcoin. But the company's latest move adds something less volatile to that equation: approximately $1.6 billion in cash.
The company has established a liquidity pool "USD Cash" that can be used for Bitcoin purchases, share repurchases, and other treasury activities. It is separate from Strategy's (NASDAQ:MSTR) existing USD Reserve, which is restricted to preferred-stock dividends and interest payments. For investors, the new pool provides greater financial flexibility, although it does not fundamentally change the company's exposure to Bitcoin.
The strongest argument for the new cash pool is optionality, as Strategy (NASDAQ:MSTR) can deploy the money according to market conditions instead of raising capital whenever an opportunity appears. If Bitcoin prices fall, the company could use some of the cash to acquire the ***** et without first raising additional funds at that time. Keeping liquidity available may also help Strategy (NASDAQ:MSTR) navigate periods of cryptocurrency weakness. Bitcoin's volatility can create attractive purchasing opportunities, but only for companies that have enough accessible capital to act. A dedicated pool gives Strategy the ability to maintain cash while continuing to pursue the accumulation strategy at the center of its investment case.
The timing may appear favorable following an improvement in digital-asset sentiment. Bitcoin gained slightly more than 13% over the five trading sessions preceding the announcement and moved above $70,000 for the first time since June. The rally followed President Donald Trump's call for Congress to establish clearer digital-asset rules. Risk ***** ets also benefited after the US Treasury doubled the size of buybacks for longer-duration debt, helping restrain yields.
Share repurchases provide another possible use. Strategy (NASDAQ:MSTR) could buy back its stock when management believes it trades below intrinsic value, potentially benefiting continuing shareholders. The company disclosed a $1 billion common-stock repurchase authorization in its second-quarter results, although no shares had been repurchased under that program at the time of the release. The distinction between USD Cash and the existing USD Reserve is important. Under Strategy's (NASDAQ:MSTR) current policy, the existing USD Reserve may be used only for preferred-stock dividends and debt interest unless the board authorizes another use, and the new pool gives management considerably greater freedom without drawing on funds intended to meet those financial commitments.

#strategy

Interested in Corby Spirit and Wine Ltd? Here are five stocks we like better.
Record fiscal 2026 performance: Revenue rose 10% to C$271.6 million, while adjusted operating earnings increased 12% to C$53.7 million and adjusted EPS climbed 15% to C$1.23.
RTDs drove growth: The portfolio delivered 18% volume growth versus 7% for the category, with RTDs now representing about 40% of revenue. Cottage Springs remained Ontario's leading RTD brand, while Corby raised its ABG ownership to 95%.
Strategic focus and cautious outlook: Corby sold Lamb's rum for C$39.2 million, renewed its Pernod Ricard agreement through 2029 and raised its quarterly dividend 4%. Management expects fiscal 2027 uncertainty from potential U.S. product returns and tougher comparisons.
→ NVIDIA Reveals $21 Billion ******* eX Stake: Signal of Confidence or Circular Financing?

#adjusted

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Editor's Note: The story has been refreshed with the latest market price action and a revised headline.
Anthropic's reported potential $2 trillion valuation would require investors to underwrite an extraordinary combination of growth and margin expansion, while also taking lessons from ***** e Exploration Technologies Corp.'s turbulent transition from private-market darling to public company, says Dr Chan Ahn, founder and CEO of Tessera PE and a former Goldman Sachs and JPMorgan executive.
The central question is whether the economics of Anthropic's business can justify the numbers that would make it one of the world's most valuable companies.
Dr. Chan Ahn says Anthropic would need roughly $725 billion in revenue by 2036 to justify a $2 trillion valuation, ***** uming a 10% cost of equity, a 25% free cash flow margin and a 25x terminal multiple. At a 13% discount rate, the revenue requirement rises to about $950 billion.

#billion

Aug 24, 2026, 5:55 am EDT
Companies handling natural gas in West Texas are minting cash. It isn’t because of high prices. They’re thriving as methane middlemen: collecting tolls, building infrastructure, and capturing a rising tide of production.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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#texas #jones #rights #reserved

Tiger Global Management, one of the world's largest hedge funds, remains bullish on artificial intelligence (AI) stocks. In its latest 13F filing with the U.S. Securities and Exchange Commission (SEC), Tiger Global bought 885,000 shares of Applied Digital (APLD).
Applied Digital builds and operates data centers built for AI workloads, the demand for which has been surging. Tiger's stake in APLD stock is worth $33 million and accounts for 0.14% of the firm's total portfolio.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.

#global #apld #House #worth

Interested in Nomad Foods Limited? Here are five stocks we like better.
Revenue and volumes declined: Organic revenue fell 2.9% and volume dropped 5.9%, mainly because retailer disputes caused out-of-stocks and reduced promotions in Germany and France. Nomad said shelves are being replenished and market-share trends are beginning to improve.
Margins benefited from pricing and productivity: Adjusted gross margin expanded 110 basis points, while productivity initiatives offset more than 60% of inflation year to date. However, adjusted EBITDA declined 4.3% and adjusted EPS fell slightly to EUR 0.39.
Outlook was largely maintained but EPS was cut: Nomad reaffirmed its full-year revenue and EBITDA decline forecasts but lowered adjusted EPS guidance to EUR 1.38–EUR 1.53 because of higher interest costs following its debt refinancing. The company is prioritizing debt reduction and extended its debt maturities, with no meaningful maturities until 2032.
3 Underfollowed Stocks Wall Street Still Likes—And for Good Reason

#nomad #fell

Crypto.com has launched tokenized derivatives that track 1,500 U.S. stocks and exchange-traded funds (ETFs).
The introduction of tokenized stock derivatives comes as the crypto exchange looks to tap traditional equity markets.
Privately held Crypto.com said that eligible users in Europe and other approved markets can access stocks such as Nvidia (NASDAQ: $NVDA) and Tesla (NASDAQ: $TSLA), as well as a range of ETFs.
More From Cryptoprowl:
Bernstein Sees 100% Upside In TeraWulf Stock After Earnings

#tokenized #derivatives #stocks #privately

Nvidia (NVDA) just extended its grip on artificial intelligence (AI) computing with plans to go where no chipmaker has gone before: orbit. On Aug. 4, **** eX (SPCX) and Nvidia announced they are partnering to design the compute payload for the Starmind AI1 satellite, which will run heavy AI workloads from **** e using Nvidia's newest hardware. The plan is not a one-off. **** eX has outlined a long-term vision that could eventually scale to as many 1 million AI satellites. Together, these satellites would work as one giant data center circling the Earth.
Even more than the spectacle, what stands out for Nvidia is the commitment behind this partnership. **** eX CEO Elon Musk said bluntly that the company has agreed to exclusively use Nvidia GPUs because "the Vera Rubin architecture is the best architecture." That is about as strong an endorsement as it gets, especially because it comes from the one customer with every reason to build his own chips or look for alternatives.
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The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
A $72 Billion Reason to Buy Caterpillar Stock Now

#nvda

Download the Complete Report Here
Key Takeaways:
XNDU advanced hardware execution, achieving 0.085 dB edge-coupling loss while increasing thin-film lithium niobate and silicon nitride fabrication by 75% and 50%.
Higher wafer throughput accelerates qubit-factory iteration, with the aggregate optical-loss gap reduced by up to 200x and 5-10x remaining.
PennyLane expanded through QROM, Frontier, Lockheed Martin training, and bank engagements, strengthening the developer funnel while monetization remains early.

#here #xndu #higher

Hamilton Lane Incorporated (NASDAQ:HLNE) reported first-quarter results that comfortably exceeded Wall Street expectations, although the stock fell nearly 4% in pre-market trading as investors looked beyond the headline earnings beat.
The private markets investment firm also raised its full-year outlook for adjusted EBITDA and earnings.
Hamilton Lane posted adjusted earnings of $1.94 per share, well above the ****** yst consensus estimate of $1.46.
Revenue reached $275.33 million, exceeding market expectations of $218.33 million by roughly 26%.
Despite the stronger-than-expected financial performance, the shares declined 3.88% following the earnings release, suggesting investors remained cautious about other elements of the outlook.

#outlook #million

The geopolitical conflict in the Middle East has the world on edge. The daily news flow from the region can lead to wide swings in oil and natural gas prices. But the truth is that the energy sector has long been volatile, and today's events aren't all that unusual. Which is why long-term investors should probably focus on reliable dividend-paying energy stocks.
ExxonMobil (NYSE: XOM) has one of the most impressive dividend histories in the energy industry. Close behind is Chevron (NYSE: CVX). For those looking to avoid direct commodity exposure, two of the most reliable high-yield stocks are Enbridge (NYSE: ENB) and Enterprise Products Partners (NYSE: EPD). With yields of up to 5.7%, this group of stocks could be your entry point into energy in August.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
It actually gets easier to find energy stocks if you start with the premise that the energy sector is volatile. Income-focused investors can immediately look for the strongest companies with the best dividend histories. That very quickly leads to Exxon and Chevron.
From a business model perspective, they are both globally dominant integrated energy companies. They have exposure to the entire energy value chain, including the upstream (production), midstream (pipelines), and the downstream (chemicals and refining). Geographically, they can invest where management believes it can find the highest returns. And, the broad portfolio diversification helps to soften the energy market's normal swings.

#NYSE #stocks #signal #Dividend

October lean hog (HEV26) futures present a selling opportunity on more price weakness.
See on the daily bar chart for October lean hog futures that Wednesday's selloff put a price uptrend in serious jeopardy. 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. Seasonality studies also are now favoring the hog market bears.
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#october #macd #price

Ace River Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Ace River Capital Partners reported a +6.25% return in the first half of 2026, trailing the S&P 500's +9.55% and Russell 2000's +22.57% returns. Despite short‑term underperformance, the fund emphasizes long‑term compounding through concentrated investments in undervalued businesses with durable economics. The strategy remains patient and disciplined, avoiding software, finance, and insurance businesses in favor of **** et-backed businesses with scarcity value. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Ace River Capital highlighted MarineMax, Inc. (NYSE:HZO). MarineMax, Inc. (NYSE:HZO) is a recreational boat and yacht retailer and superyacht services company. On July 28, 2026, MarineMax, Inc. (NYSE:HZO) closed at $35.48 per share, reflecting a market capitalization of $783.64 million. MarineMax, Inc. (NYSE:HZO) posted a one-month return of -0.76%, while its shares gained 56.85% over the past 52 weeks.
Ace River Capital stated the following regarding MarineMax, Inc. (NYSE:HZO) in its Q2 2026 investor update:
"I exited the MarineMax, Inc. (NYSE:HZO) position during the period. While I continue to respect management and believe the company owns attractive marina and waterfront **** ets, I concluded that capital could earn higher long-term returns in Vox Royalty and RCI Hospitality. The sale was driven by opportunity cost and increasing conviction in those investments rather than a deterioration in MarineMax's underlying business."
MarineMax, Inc. (NYSE:HZO) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 22 hedge fund portfolios held MarineMax, Inc. (NYSE:HZO) at the end of the first quarter, up from 20 in the previous quarter. While we acknowledge the potential of MarineMax, Inc. (NYSE:HZO) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#marinemax #company #quarter #businesses

July 27 (Reuters) - Cracker Barrel on Monday said Julie Masino would step down as its CEO, nearly a year ‌after the company faced criticism from conservatives, including U.S. ‌President Donald Trump, for a short-lived decision to change its decades-old logo.
Here are the details:
• Masino will step down as CEO on August 10 after about three years in the role and will remain with the company in an advisory capacity until October 9.
• Cracker Barrel named ‌restaurant industry veteran David ⁠Deno as its new top boss.
• In August 2025, the company faced backlash on social media for ⁠its decision to modernize its logo and stores and replace its decades-old "Old-Timer" signage which featured the image of an overalls-clad man known as "Uncle Herschel" leaning against a barrel.

#cracker

Given the astonishing historical performance of semiconductor giant Nvidia (NVDA), it's only natural that the general atmosphere for NVDA stock is optimistic, especially ahead of its second-quarter earnings report (scheduled for release on Aug. 26). First, you may consider the Barchart Technical Opinion indicator, which rates the ticker as an 80% Strong Buy, with a strengthening short-term outlook cited as evidence.
You can also look at the latest print. While a year-to-date performance of roughly 14% isn't groundbreaking, NVDA stock had previously succumbed to an extended downturn. However, this dynamic appears to be reversing, with shares up 6% in the trailing month.
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#NVIDIA #earnings #extended

Super Micro Computer Inc (NASDAQ:SMCI) shares opened about 20% higher on Tuesday after the company released preliminary fourth quarter fiscal 2026 results showing significantly stronger-than-expected gross margins and a record order backlog, despite revenue tracking near the low end of its guidance.
The AI server maker said revenue for the quarter ended June 30 is expected to be near the lower end of its previously issued guidance range of $11.0 billion to $12.5 billion. Wall Street ***** ysts had been expecting revenue of about $11.73 billion.
Supermicro estimated GAAP and non-GAAP gross margins of 15% to 17%, well above its prior guidance of 8.2% to 8.4%. The company attributed the improvement primarily to a favorable customer and product mix.
The company also reported receiving more than $60 billion in new orders during the quarter, lifting its backlog to a record level at the end of fiscal 2026. Supermicro said the orders are expected to be delivered over future quarters.
Supermicro said it will release its complete Q4 fiscal 2026 financial results on August 11.

#revenue #guidance

Nebius (NBIS) stock ended in the green on July 20 and continued its rise on July 21 after a senior Freedom Capital ****** yst said it's poised for further gains in the second half of 2026.
In his latest research report, Paul Meeks upgraded the artificial intelligence (AI) cloud provider to "Buy" and raised his price target to $200, indicating potential upside of about 10% from here.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
The Number Tesla Stock Bulls Are Really Waiting for This Earnings Season Has Nothing to Do With Cars

#Intel #nebius #nbis

Ryan Cohen built Chewy into a top online pet retailer and sold it to PetSmart. He then rebuilt GameStop Corp. (NYSE:GME)'s balance sheet after the meme-stock era. Now he wants to buy a company roughly four times GameStop's size. He stated in a recent interview with Bloomberg:
"We're coming for eBay one way or another."
GameStop now owns 43.4 million eBay Inc. (NASDAQ:EBAY) shares, a 9.8% stake, according to a regulatory filing. The firm bought 3.5 million shares for about $381 million between June 8 and June 15. It then converted 39 million more shares from put/call options on July 17. This follows the 5% stake GameStop disclosed in May alongside an unsolicited offer to buy eBay for about $125 per share, valuing the deal at roughly $56 billion. eBay's board rejected the offer within days, calling it "neither credible nor attractive" and noting concerns about GameStop's financing and the logic of the combination.
That raises a simple question. Can a company one-fourth the size of its target actually complete this deal and swallow a giant (eBay)? And if it can't, does building a near-10% stake still make sense for GameStop shareholders, or is Cohen spending real capital on a bid he can't close?
BULL CASE

#eBay #company #roughly