CoreWeave does not need to beat the Street on Tuesday, because CoreWeave already told the Street it would not. The company guided second-quarter revenue to $2.45bn–$2.6bn, a midpoint of $2.53bn that sits roughly $160m below the $2.69bn LSEG consensus that was standing when the guide was issued. That is not a company sandbagging into a
Nebius is not being valued on the quarter it reports on Wednesday. It is being valued on a promise it has to keep by December, and the arithmetic of that promise is the most under-discussed number in the AI-infrastructure complex. Nebius exited the first quarter of 2026 with annualised run-rate revenue of roughly $1.92bn. Management
The July jobs report released today by the Bureau of Labor Statistics (BLS) revealed that the US economy shed jobs in July, a result almost no one forecast, and it landed nine days after the most divided Federal Reserve meeting in a decade. Nonfarm payrolls fell by 23,000, against expectations of an 80,000 gain, and
Gold can be expected to rise further to the next resistance level 4400.00 (former top of wave iv from the start of June and the target for the completion of wave 3). Gold broke resistance area Likely to rise to resistance level 4400.00 Gold recently broke the resistance area between the key resistance level 4200.00
Novo Nordisk raised its full-year outlook twice in 2026 and the stock is down 28% from its January peak. That combination is the whole investment case, in either direction. On 4 August the shares fell 6% on 47.5 million ADRs, the heaviest volume of the past year, and the headline everywhere was that the Wegovy
Updated 7 August 2026, 9:15am ET. Oklo (NYSE: OKLO) traded at $44.05 in Friday pre-market, up 4.27% (RTTNews quote, 8:02am ET) after reporting its first-ever quarterly revenue before the open. Verdict: the revenue line arrived — $1.2 million — but it is rounding error against a $48.5 million quarterly loss, and the stock is defending
Updated 6 August 2026 — AMD (NASDAQ: AMD) closed at $482.05 on Wednesday 5 August 2026, down 7.04% (−$36.53), per StockAnalysis. Market capitalisation is $786.93 billion on a trailing P/E of 123.0 and a forward P/E of 43.7. Verdict: AMD reported a record quarter — revenue up 50% to $11.5 billion, Data Center up 107%
The most common mistake in any Texas Instruments TXN price prediction is treating the stock as a broken analog name finally staging a recovery. It isn’t broken, and the recovery is already in the price. TXN trades at $276.15 as of 6 August 2026, up 56% year-to-date and 90% off its April 2025 low of
Diplomacy in the Middle East eases energy prices, reduces Federal Reserve rate-hike expectations, weakens the dollar, and boosts gold and equities. US-Iran Strait of Hormuz Talks Drive Energy Correction Markets are currently experiencing a wave of optimism driven by productive talks between the United States and Iran, alongside reports of an emerging interim agreement mediated
For most of the past two years, investors concentrated almost exclusively on the companies designing AI chips or building the large language models consuming them. Now, according to Wells Fargo equity strategist Ohsung Kwon, the investment opportunity is beginning to spread much further through the economy. In a note reported by Bloomberg this week, Kwon