Companies - Page 6

575 articles

Alibaba and Meta Set New Rules for Open-Source AI on Consumer Laptops

Alibaba's latest AI model for laptops is free to download, but the company is quietly testing new fees for commercial users-signaling a shift in how open-source AI could be monetized as competition with Meta heats up

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Bank of America's Bold Csquare Target Sparks Wall Street Debate

Bank of America projects Csquare stock could more than double, but most analysts remain cautious as the data center operator faces heavy debt and industry risks after its recent IPO

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Disney to Retire Play Disney Parks App, Ending In-Park Games

Disney will discontinue its Play Disney Parks app by September 16, removing interactive games and trivia from its theme parks. The move affects guests who use digital tools to enhance their park visits and signals a shift in Disney's tech strategy.

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Goldman Sachs Forecasts $1.8 Trillion Space Economy by 2035

Goldman Sachs projects the global space sector could reach $1.8 trillion by 2035, as falling launch costs and record investment push space from a niche play to a core asset class for institutional investors

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Breakfast News: Alphabet Goes Shopping for Data

Alphabet acquires Spirit Aviation Holdings' vast trove of business data for $10 million to train AI, while Tesla eyes a driverless Cybercab launch and Meta faces a high-stakes child-safety trial with billions on the line

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SpaceX Launches 24 Starlink Satellites, Expanding Global Internet Reach

SpaceX is set to deploy 24 new Starlink satellites from California, pushing its active constellation to nearly 11,000 and reinforcing its position in the commercial satellite internet market

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Nvidia's $21 Billion SpaceX Stake Raises New Risks for Investors

Nvidia's latest SEC filing reveals it now holds a massive equity stake in SpaceX, blurring the line between supplier and shareholder. The move exposes Nvidia investors to new risks as SpaceX's stock remains volatile after its public debut

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Berkshire Hathaway Surprises Wall Street With Major Macy's Investment

Berkshire Hathaway has taken a rare stake in Macy's, marking its first public move into department stores in decades and signaling a shift in strategy as the retailer posts stronger-than-expected results

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Charles Schwab Bets Big on Single Stock Futures Despite Past Flops

Charles Schwab is rolling out single stock futures, letting investors control major stocks with less cash up front. But this high-leverage product failed to catch on in the U.S. before and comes with risks that many retail traders may overlook

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JPMorgan Lifts SanDisk Price Target After Explosive Stock Rally

SanDisk's stock has soared more than 600% this year, and JPMorgan is betting there's still room to run. The firm's new $2,250 target follows strong earnings, ambitious margin goals, and a shift in business strategy

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AMD's $565 Million SpaceX Stake Raises New Questions for Investors

AMD's latest SEC filing reveals major equity positions in SpaceX and Nutanix, spotlighting how the chipmaker is deploying capital as it borrows billions for AI expansion and navigates shifting industry alliances

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How Streaming Champions League Matches Impacts U.S. Sports Budgets

As more Americans turn to streaming platforms for UEFA Champions League coverage, the cost of following international soccer is rising. Here's what fans and households need to know about subscription fees and digital access

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Intuitive Machines Stock Gets Bullish Upgrade Despite Ongoing Losses

A major Wall Street analyst sees nearly 50% upside for Intuitive Machines after a surge in new orders, but warns the company's profitability remains uncertain as it scales up its space infrastructure business

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OpenAI's Enterprise Revenue Surpasses Consumer as IPO Watch Intensifies

OpenAI's CFO revealed that business clients now generate more revenue than individual ChatGPT subscribers, signaling a major shift in the company's financial model and raising new questions for investors ahead of a potential $1 trillion IPO

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Netflix Stock Drops 42%: Bargain Opportunity or Value Trap Risk

Netflix shares have fallen sharply from their highs, raising questions about whether the streaming giant is now undervalued or facing deeper challenges. Major investors are making moves, but the numbers tell a complex story

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Apple Sets iPhone 18 Pro Launch for September With Foldable Debut

Apple is expected to announce the iPhone 18 Pro, 18 Pro Max, and its first foldable iPhone on September 9, 2026, with pre-orders and iOS 27 rollout following closely. Here's what the timing means for buyers and the broader smartphone market

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Music Critic Dave Marsh's Legacy and Financial Impact on Rock

Dave Marsh, influential music critic and author of bestselling Springsteen biographies, has died at 76, leaving a lasting mark on the business of rock and the economics of music publishing

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Vanguard Brings T. Rowe Price Onboard for Three Major Equity Funds

Vanguard is shifting management of key active equity funds, adding T. Rowe Price as a new subadvisor and adjusting fund strategies. The move affects over $42 billion in assets and brings modest fee changes for investors

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3 Stock ETFs That Have Outperformed the L.A. Lakers in the Past Year

Three diversified stock ETFs have delivered annual returns of 26% to 35%, outpacing the 25% gain from the recent Los Angeles Lakers sale-highlighting how accessible investment vehicles can rival even high-profile sports assets

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Jeff Bezos Buys Into Liverpool FC With $7 Billion Soccer Bet

Jeff Bezos is investing in Liverpool FC, joining a wave of U.S. capital targeting European soccer. The deal includes a potential $8 billion buyout option, raising questions about sports valuations and future media rights

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Reddit's S&P 500 Debut Shakes Up Index Funds and Investors

Reddit is set to join the S&P 500, forcing index funds to buy millions of shares and exposing new risks for investors as the company faces AI-driven competition and volatile stock swings

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Peter Thiel Puts $118 Million Into Amazon as AI Spending Soars

Peter Thiel's hedge fund has re-entered the stock market with a $418.7 million portfolio, making Amazon its largest holding. The move comes as Amazon's AI and cloud investments reshape investor expectations and sector dynamics

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Druckenmiller's $120 Million Alphabet Bet Signals Renewed Tech Focus

Stanley Druckenmiller's Duquesne Family Office reentered Alphabet with a $120 million stake as tech giants ramp up AI and cloud spending, raising questions about future returns and sector valuations

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Cardinals-Reds Doubleheader Creates Fantasy Baseball Lineup Dilemma

Monday's MLB slate offers limited pitching options for fantasy managers, with the Cardinals-Reds doubleheader standing out as a key opportunity to maximize lineup value and gain an edge in standard 10-team leagues

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Berkshire Doubles Down on Delta as Airline Profits Rebound

After years of skepticism, Berkshire Hathaway has sharply increased its stake in Delta Air Lines, signaling renewed confidence as the carrier posts record revenue and diversifies beyond ticket sales

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Bill Ackman Rebuilds Netflix Stake After $400 Million Loss

Bill Ackman's Pershing Square has taken a new $1.5 billion stake in Netflix, just four years after a costly exit. The move signals a shift in strategy as Ackman bets on Netflix's cash flow and market dominance despite recent stock declines

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Mastercard goes beyond the credit card

Mastercard is investing in cybersecurity and digital payment infrastructure as it positions itself as a backbone for the digital economy, with a focus on stablecoins, agentic commerce, and fraud prevention

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Morgan Stanley Flags Tesla's Cash Burn and Demands Hard Proof

Tesla's rising R&D costs and shrinking margins have Wall Street watching for concrete progress on Robotaxi and Optimus. Morgan Stanley says the next quarter must deliver measurable results to justify the company's AI ambitions

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River Island to Close 33 Stores as Retail Pressures Mount

River Island, a 78-year-old British fashion retailer, is shutting 33 stores in the UK and Ireland as it restructures to address changing consumer habits and rising operating costs

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Buffett's Top 3 Stocks Show How Compounding Builds Real Wealth

Warren Buffett's largest holdings-Apple, Coca-Cola, and Alphabet-demonstrate how long-term investing in companies with durable advantages can generate powerful compounding returns, but each comes with its own risks and market pressures

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Micron Analyst Sees $1,250 Target as AI Reshapes Memory Market

Micron stock has soared nearly 240% this year, but a top analyst now argues the AI boom could make its business less cyclical-and is betting on a 32% upside from current levels as memory demand shifts

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AI Infrastructure Stocks Regain Momentum After Sharp Summer Selloff

After a volatile summer for AI chip and data center stocks, Jim Cramer highlights six companies leading a renewed rally. Investors face new risks as these names rebound, outpacing the S&P 500 in 2026

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Bill Ackman Targets Retail Investors With Pre-IPO Access Fund

Bill Ackman is launching a new fund aimed at giving everyday investors access to private companies before they go public, addressing a long-standing frustration for those shut out of early-stage opportunities

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Publix Drops Express Lane Item Limit Amid Shopper Backlash

Publix is removing the 10-item limit from express checkout lanes in select stores, aiming to speed up lines but sparking mixed reactions from shoppers and employees as the grocer faces sales pressure and shifting consumer habits

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Berkshire Hathaway CEO Greg Abel's Homebuilder Acquisition and the State Street SPDR S&P Homebuilders ETF

Berkshire Hathaway's $6.8 billion purchase of Taylor Morrison expands its homebuilding reach to 21 states, but the State Street SPDR S&P Homebuilders ETF has lagged the S&P 500 for nearly two decades-raising questions for investors seeking housing exposure

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S&P 500 Could See Fourth Straight Year of Double-Digit Gains, Driven by AI Spending

The S&P 500 is up 14% this year, with AI-driven investments fueling a rally not seen since the late 1990s. But with valuations at historic highs, investors face both opportunity and risk as parallels to the dot-com era emerge

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Walmart's High-Margin Businesses Take Center Stage Ahead of Earnings

As Walmart prepares to report earnings, Bank of America urges investors to look beyond U.S. store sales and focus on the company's fast-growing advertising and marketplace segments, which now play a bigger role in profitability

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Super Micro's $72B AI Revenue Forecast Upsets Wall Street Expectations

Super Micro Computer's new revenue outlook for 2027 far exceeds analyst estimates, signaling that AI infrastructure demand is accelerating even as deployment bottlenecks and customer concentration risks remain in focus

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Cava's Surging Sales Reveal What U.S. Consumers Value Now

Cava Group's latest earnings show Americans are still spending on dining out, but with a sharper focus on value and affordability. The chain's strong sales and guest traffic growth offer clues about shifting consumer priorities amid inflation pressures

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SEC Fraud Case Exposes Risks in SpaceX and Klarna Pre-IPO Funds

A federal fraud case against Adit Ventures Management reveals how investors chasing pre-IPO shares in SpaceX and Klarna faced hidden markups, false claims, and regulatory violations-raising new questions about private market access

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