Finance

Quantum Stocks Are Starting to Choose Sides: Should Investors Do the Same?

IonQ, Rigetti, and D-Wave are diverging in revenue and financial strength after Q2 2026 earnings, prompting investors to weigh individual quantum stocks against diversified ETFs like QTUM and WQTM.

AeroVironment Hit a Bottom in Q2—Can It Take Flight in Q3?

AeroVironment holds a $1.2 billion backlog, growing institutional buying, and drone catalysts like LOCUST, though margin pressure and SCAR contract lawsuits remain key risks for AVAV.

The Pre-IPO Playbook: How to Cash in on Anthropic Before the Bell

Anthropic's revenue run rate topped $65 billion after a confidential S-1 filing, and investors can gain indirect exposure via partners like Salesforce, Amazon, Alphabet, SAP, Zoom, and Broadcom.

Tesla's Cybercab Launch Could Reshape Margins for Uber and Lyft

Tesla's planned August Cybercab launch in Austin could pressure ride-hailing economics, with analysts weighing exposure at Uber, Lyft and Tesla amid shifting margin and valuation risks.

The AI Boom Runs on an Even More Dangerous Machine (Part 2)

Silicon Valley promises abundance, but corporate America is built for extraction, and AI is their new vehicle.

Pony AI Stock Gains Traction as Robotaxi Fleet Expands Globally

Pony AI's Q2 revenue grew nearly 69% as its Robotaxi fleet expanded and EU partnerships with Uber, Bolt, and Stellantis advanced, though analysts note cash burn and profitability timeline risks.

Amazon Plugs $18B Into the Southern Power Grid

Amazon raised its northwest Louisiana data center investment 50% to about $18 billion, funding its own utility and water infrastructure as AWS demand and analyst price targets stay strong.

Speed Sells: Cerebras Cracks the Silicon Ceiling

Cerebras Systems' wafer-scale chips, hyperscale deals with AMD, Amazon and OpenAI, and a $25.4 billion backlog position it as a key player in the AI inference buildout.

Amid Legal Risks, This Company Is Still Rated a Buy

PACS Group shares have rebounded after a Medicare billing scandal, with strong Q2 earnings and Buy ratings, though DOJ and SEC investigations and shareholder lawsuits remain unresolved.

Oh Dear, Prices of Single-Family Homes Fell by 11% to 26% in 15 Bigger Cities Already

In another 5 bigger cities, price fell by 10%. But San Francisco powered off the list after AI mania started running the housing market.

Coffee Break: Armed Madhouse – The Lonely Voice of Ted Postol

For more than three decades, MIT physicist Ted Postol has challenged official claims about U.S. missile-defense performance. His remarkable isolation points toward a deeper problem: the defense establishment generates abundant technical criticism but too often fails to give that criticism enough leverage to stop troubled weapons programs before enormous commitments are made.

Pending Home Sales Drop to 2nd Lowest on Record, Plunge to Record Low in the West, to Near-Record Low in the South

Stuck in the mud at the bottom for a 4th year, after the 2020-2022 home-price explosion.

The Next Energy Crisis Could Be a Water Crisis

An overview of the increased stresses on water supplies and their relationship to energy production.

The AI Boom Is Turning This Cable Maker Into a Stock to Watch

Belden shares surged after record quarterly results and AI data-center demand, while its $1.85 billion RUCKUS Networks acquisition and Buy-rated analyst outlook fuel further growth expectations.

A Star Investor Just Trimmed Amazon—Here's What It means

Third Point trimmed Amazon by 10% while Baupost, Coatue, and Appaloosa bought more, suggesting the stock's slide stems from rising 2025 spending plans, not fading hedge fund confidence.

Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look

Rumors that Trian Fund Management may take Wendy's private sent WEN shares up 15% in five days, raising questions about whether rivals Dine Brands and Jack in the Box could face similar buyout interest.

Links 8/18/2026

Iran War: Trump Threatens to Bomb Oman as Iran Attacks on Shipping Notch Up, WSJ Reports Planning for Bigger Escalation; Debate Over Covert Transits;

Today's Iran war news: Trump vocalizes aggressively, including threatening nukes, as Iran and Ansar Allah dig in and energy supplies tighten

Online Age Verification, the Trojan Horse for Digital Identity, Hits Resistance in France

Across the world countries are adopting policies that threaten to radically transform the Internet.

Home Depot Analysts See a Path to $375 and Beyond

Home Depot topped Q2 estimates on strong comps and margins, and analysts hold a Moderate Buy rating with a $375 price target as its 2.7%-yielding dividend remains well-supported.

RTX Stock Gets a Radar Lock on a $23B Navy Win

RTX Corporation secured a $22.9 billion Navy Tomahawk contract and topped Q2 2026 earnings estimates, prompting raised full-year guidance and continued dividend growth.

Berkshire Just Made a Huge Alphabet Bet—Should You Follow?

Berkshire Hathaway's 13F shows an 83% increase in its Alphabet stake, now worth about $37 billion, a move Warren Buffett says he personally initiated despite stepping down as CEO.

Michael Burry Is Betting Against Palantir Again—Should Investors Care?

Michael Burry has renewed his bearish bet against Palantir with new put options, citing valuation concerns and stock-based compensation, despite the company's strong Q2 2026 earnings growth.

Fabrinet’s Sell-Off May Prove It Is One of AI’s Most Misunderstood Stocks

Fabrinet shares fell despite record Q4 FY2026 revenue and strong guidance, as heavy capital spending weighed on GAAP results while AI-driven demand and analyst ratings remained solid.