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Broadcom Faces Big Test as AI Financing Talks and Q3 Earnings Loom

A potential $70–100 billion Broadcom‑backed debt package raises contingent credit risk for the company ahead of its September 2 earnings.

Rocket Lab Posts Record Q2 Revenue but Lowers Margin Outlook and Sees Stock Drop

Goldman Discloses 7.2% Passive Stake in Nebius as Investors Brace for Quarterly Test

Arm Beats Q1 Estimates as Stock Drops on Investor Caution

Bloom Energy Surges After J.P. Morgan Raises Target on Expanded Brookfield AI Deal

AMD Repriced Higher as Analysts Lift Targets and Commercial AI Deals Firm Up

Citi Raises Apple Price Target to $365 Ahead of July Earnings

Benchmark Raises Hut 8 Target After $7.5 Billion Financing and Long‑Term AI Leases

Meta Moves to Sell Spare AI Compute, Sends Stock Up $50

SpaceXAI and Cursor Reportedly Poised to Unveil Joint AI Model Trained on Colossus

Palo Alto Networks Re Rated After Q3 Beat as Next‑Gen ARR Surges

Analyst Upgrades Lift First Solar But Stock Stalls as Policy Decision Looms

Oracle Faces Funding Test After Disclosing $638 Billion AI Backlog

Bank of America Raises SanDisk Target to $2,500 as Stock Tumbles in Quick Selloff

Cerebras Posts Big Revenue Beat but Warns Margins Will Shrink

Brookfield Expands Bloom Energy Financing to $25 Billion

Cerebras Beats Q1 Estimates but Lowers 2026 Margins to Rent Systems for OpenAI Rollout

Lam Research Rallies to Record High as Brokers Lift Price Targets

ASML Denies Ever Shipping EUV Equipment to China as Export Scrutiny Rises

ServiceNow Recasts Itself as Enterprise AI Control Tower