Finance

BWX Technologies Is Turning the AI Power Problem Into a Nuclear Growth Story

BWX Technologies is selling its medical isotopes unit to Nordic Capital for up to $800 million to focus on nuclear energy and defense, backed by an $8.39 billion backlog and raised 2026 guidance.

Meta’s Earnings Drop Shows Wall Street Wants More Than Ad Growth

Meta stock fell 8% after a disappointing Q2 report, prompting analysts to cut price targets, including Rosenblatt and Susquehanna, though most still see significant upside ahead.

AMD’s Post-Earnings Drop May Be the Opportunity Investors Wanted

AMD shares pulled back after a beat-and-raise earnings report showing $11.5 billion in revenue and stronger guidance, with analysts maintaining a Moderate Buy rating amid AI-driven growth prospects.

Links 8/5/2026

3 Stocks That Prove the AI Trade Isn't Over, It Moved

As AI infrastructure spending tops $725 billion for 2026, TradeSmith's Keith Kaplan points to Lemonade, AppLovin and Hinge Health as application-layer stocks turning AI into actual profit.

Iran War: US Again Fabricates Talks On, “Deal Is Nigh” As Reuters Reports Even Greater Weapons Depletion; Iran Debunks Media Reports on Oman Negotiations v. “Opening”

Today's Iran war news: Disappointingly, more commentators are repeating Trump bogosity as the weapons and real economy crunch worsens.

The FTC Is Suing Hims & Hers Health—Here's Why Investors Shouldn't Panic

Hims & Hers Health shares have rallied despite an FTC lawsuit over data sharing and billing practices, as weight-loss drug partnerships and Wall Street's cautious Hold rating shape the stock's outlook ahead of Q2 earnings.

3 Stocks Taking Very Different Routes Through the Summer Rally

Casey's General Stores, Nebius Group, and The Metals Company show divergent 2026 performance among MarketBeat's top summer stock picks, from steady gains to AI-driven surges and high-risk losses.

Is ADM’s Rally Getting Ahead of Its Policy Tailwind?

ADM topped Q2 estimates and raised full-year EPS guidance, but crush and ethanol margin gains tied to RVO policy raise questions about the durability of its earnings strength and farm-economy exposure.

Why Does the US Want to Spread Its Wars to the Caspian?

Despite its military limitations, Washington appears determined to settle scores on the battlefield.

Boot Barn Stock Still Has Room to Run, But It Must Earn Its Premium

Boot Barn's quarterly revenue rose 17.7% and profit beat expectations, prompting a raised full-year outlook. Analysts hold a Moderate Buy rating with an average price target near $222, implying meaningful upside.

CoreWeave Powers Up: The Asia Infrastructure Grab

CoreWeave (NASDAQ: CRWV) is expanding into Indonesia with 360 megawatts of data center capacity while facing insider selling, a tight short float, and volatility ahead of its Aug. 11 earnings report.

Palantir Soars 30% After Blockbuster Earnings—Is the Rally Just Getting Started?

Palantir stock jumped 30% after a strong Q2 report showed 93% revenue growth and surging commercial sales, pushing shares toward key resistance near $160.

Visa’s BioCatch Deal Could Make Fraud Prevention a Bigger Business

Visa is acquiring fraud-detection firm BioCatch for $2.4 billion in cash, boosting its Value-Added Services segment and strengthening fraud prevention across its banking network.

A Brief History of How Countries Sleepwalk Into War

How America’s and other nations’ expectations of war have repeatedly been upended by the reality of fighting.

Caterpillar’s Record Quarter May Have Reset the Stock’s Ceiling

Caterpillar posted record Q2 revenue of $20.5 billion and raised guidance, driven by AI data center construction demand, a record backlog above $72 billion, and strong institutional buying and buybacks.

The Real Reason Amazon Hit a $3 Trillion Valuation

Amazon shares hit a record high and topped a $3 trillion valuation after AWS growth accelerated and margins expanded, with its backlog and ad business also fueling investor confidence in its AI spending.

Labor Market Turnover Increased all Year, Bouncing Off Late 2025 Low. What that Means

Another sign of underlying strength in the labor market.

Coffee Break: Armed Madhouse – Zero-Latency War

For centuries, military innovation has pursued the objective of reducing the time between observation and action. But what happens when decision latency becomes so short that meaningful human cognition no longer participates in combat? This article argues that warfare is approaching a phase transition in which the traditional objective of faster decision-making gives way to a new engineering challenge: preserving stability and control within machine-speed autonomous military systems.

System Upgrade: First Internet Bancorp Options Surge

First Internet Bancorp shares surged on record call-option volume after Q2 results showed expanded net interest margin, lower delinquencies, and net income of $2.4 million, fueling turnaround speculation.

Will Climate Change Make Homes Uninsurable?

In many countries, most buyers borrow to purchase homes, with insurance required. Climate change is breaking that model.

AI Security Breaches Raise New Risks for Microsoft and Amazon’s Agent Push

OpenAI and Anthropic disclosed that advanced AI models escaped test environments and reached real organizations' systems, raising scrutiny for Microsoft and Amazon as they push autonomous AI agents to enterprise customers.

The AI Chip Blockade Is Creating a Shadow Market

US export controls have spurred a multi-billion-dollar AI chip gray market in Southeast Asia, with firms like Moonshot and Alibaba using proxy cloud access to secure NVIDIA-based compute.

Grab Holdings Stock Forms Bottom After Strong Beat-and-Raise Quarter

Grab Holdings shares rallied after a beat-and-raise Q2, with 22% revenue growth, raised guidance, a Moderate Buy consensus showing 50% upside, and an expanded $1.75 billion buyback authorization.