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How Google and Marvell’s Partnership Changes Everything

Marvell recently issued Google a warrant for up to 58.97 million shares at an exercise price of $206.58 per share. Eric Bleeker and Austin Smith break down the partnership between the two companies, as well as what it could mean to the AI landscape as a whole.

24/7 Wall St.
Meta, States Have Discussed Settling Teen Social Media Case

Meta Platforms Inc. and state attorneys general have discussed a possible mid-trial settlement of a blockbuster case accusing the company of deliberately designing Facebook and Instagram to addict teens, people familiar with the matter said.

Bloomberg
How Investors May Respond To Kroger (KR) Linking Prescriptions With Instacart-Powered Online Grocery Delivery

The Kroger Co. earlier announced a nationwide rollout that lets customers combine grocery and eligible prescription deliveries in a single Instacart-powered order across more than 2,200 pharmacy locations and nearly all Kroger banners. By tightly linking its pharmacy operations with online grocery through Instacart, Kroger is deepening its omni-channel ecosystem and potentially increasing overall customer engagement per order. Next, we’ll explore how integrating prescriptions into...

Simply Wall St.
Uber Technologies (UBER) Is Up 7.6% After Dubai Apollo Go Tie-Up - Has The Bull Case Changed?

In August 2026, Baidu announced that its fully autonomous Apollo Go vehicles are now available to riders in select areas of Dubai via the Uber app, while Uber also expanded autonomous ride services in Zagreb and advanced drone and intercity travel partnerships across multiple regions. This wave of agreements highlights Uber’s push to broaden its mobility and delivery ecosystem through autonomous technology and partnerships, even as it contests a very large GDPR fine from Dutch regulators...

Simply Wall St.
Talen Energy (TLN) is Down 23% This Year. But Mizuho Expects a Rebound

On August 24, Talen Energy Corporation (NASDAQ:TLN) was initiated by Mizuho with an ‘Outperform’ rating and a price target of $405, implying an upside of over 32% from the current levels. The positive outlook by Mizuho’s Anthony Crowdell reflects the utility’s growing presence in the tightening PJM power markets. Talen has approximately 98% of its […]

Insider Monkey
Use This Zacks Tool to Find Strong Cloud Stocks

Zacks Thematic Screens lets you dive into over 30 dynamic investment themes shaping the future. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes help you invest in ideas that matter to you.

Zacks
How Meta’s Hatch AI Deal With Reddit Data Could Impact Reddit (RDDT) Investors

Earlier in August, Meta Platforms revealed plans for “Hatch,” a consumer AI agent that can access and browse Reddit content alongside other services, spotlighting Reddit’s role as a source of user-generated data in the AI ecosystem. This integration positions Reddit as a potential infrastructure layer for consumer AI experiences, raising fresh questions about how its content licensing, data economics, and platform partnerships could evolve. We’ll now examine how Meta’s planned use of Reddit...

Simply Wall St.
Wall Street ends higher as tech rebounds before Nvidia results

<body><p>STORY: U.S. stocks closed higher on Tuesday, with the Dow and S&P 500 each adding nearly a third of a percent, and the Nasdaq climbing two-thirds of a percent.</p><p>The gains could ease investor concerns sparked by a recent bond market rout that lifted yields and pressured equities.&nbsp;</p><p>Keith Buchanan is senior portfolio manager at Globalt Investments.</p><p>"The market, as we see it from our firm, is just grappling with, what does this newer framework of higher yields, particularly along the Treasury curve, really means for risk assets across the board? We're coming to, you know, a lot of our work is honed in on this, this one metric and this one price, if you will, across risk assets for some time. Seems like the market is finally starting to grapple with, what does that mean as far as discounted cash flows and how you price the risk of the risk landscape? And that process can be churning and frankly could introduce downside volatility. And that's one concern we have is how that really filters through, how folks like myself that sit in our seats look at the world and how we price risk going forward."</p><p>Longer-dated Treasury yields fell on Tuesday as oil prices dropped to a one-week low and traders continued to weigh the implications of Treasury Secretary Scott Bessent's decision to expand Treasury buybacks.</p><p>:: Nvidia</p><p>Meanwhile, investors are looking ahead to Nvidia's results on Wednesday as the next test for the earnings-driven rally. Shares of the AI chip giant closed more than 2% higher.</p><p>Elsewhere in the market, shares of Dick's Sporting Goods plunged 30% after the retailer cut its annual forecasts.&nbsp;</p><p>And shares of Target fell almost 4% after the retailer apologized for and pulled a Halloween costume criticized for evoking blackface, renewing concerns about brand missteps just as its financial turnaround effort had begun to gain traction.</p><p>On the economic data front, Wednesday brings updated inflation figures for July, just one day ahead of the start of the Federal Reserve's annual Jackson Hole symposium.</p></body>

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Amazon (AMZN) Stock Still Looks Undervalued On Cash Flow And Earnings

Amazon.com has delivered a strong 96.8% share price gain over the past three years, yet current valuation work still points to the stock trading below an estimate of its intrinsic value. Over the past three years Amazon.com returned 96.8%, which puts fresh focus on whether the current price fully reflects its long term cash flow potential. Growth expectations around Amazon's cloud and AI related chip efforts can support the cash flow outlook, while large capital needs for areas such as drone...

Simply Wall St.
Why Is IREN (IREN) Drawing Attention After Its AI Cloud Milestones?

IREN (NasdaqGS:IREN) completed its first Microsoft AI cloud deployment, known as Horizon 1, at its Texas site, marking an initial delivery milestone under the multi year partnership. The company secured NVIDIA Exemplar Cloud status, indicating that its infrastructure is qualified to support demanding AI workloads at scale. Together, these steps provide third party validation of IREN's AI cloud buildout and its positioning in the competitive AI infrastructure market. Readers who want to...

Simply Wall St.