Aug 04, 2026
Nike’s ‘Win Now’ Plan May Be a Long Game, JPMorgan Warns

The financial impact of Nike Inc.’s (NYSE:NKE) "Win Now" initiatives is expected to weigh on the company’s bottom line in the second half of fiscal 2027 and into fiscal 2028, according to JPMorgan. The Nike Analyst: JPMorgan analyst Matthew Boss…

Aug 04, 2026
Palantir Is Growing Like Nvidia—Without Joining The AI Spending Race

For much of the AI boom, winning has been synonymous with spending. Microsoft Corp. (NASDAQ:MSFT), Alphabet Inc. (NASDAQ:GOOGL), Meta Platforms Inc. (NASDAQ:META) and Amazon.com Inc. (NASDAQ:AMZN) are investing tens of billions of dollars in AI infrastructure, while OpenAI, Anthropic, Alphabet…

Aug 04, 2026
Rockwell Automation Stock Is Falling Tuesday: What’s Going On?

Rockwell Automation, Inc. (NYSE:ROK) stock fell Tuesday after the industrial automation company reported fiscal third-quarter results. CEO Blake Moret said continued strength in semiconductor, data center and warehouse automation, along with improving demand in automotive and life sciences, drove growth…

Aug 04, 2026
Cipher Digital Stock Falls After Q2 Miss: What Investors Need to Know

Shares of Cipher Digital Inc (NASDAQ:CIFR) are trading lower Tuesday morning after the company reported second-quarter financial results that missed Wall Street estimates. Here’s what investors need to know. Cipher Digital stock is among today’s weakest performers. Why is CIFR…

Aug 04, 2026
Spotify’s AI Spending Binge Sparks Fresh Growth Fears

Spotify Technology S.A. (NYSE:SPOT) stock fell Tuesday after the music streaming company reported second-quarter results that missed Wall Street earnings and revenue estimates and issued weaker-than-expected guidance for third-quarter monthly active users. The company posted second-quarter earnings of $3.03 per…