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The Magnificent 7 Divergence: Why Megacap Tech Stocks Are Missing Today’s AI Boom

The tech sector looks set for an everything rally Thursday. Nvidia blowout earnings and a flurry of encouraging results from software companies, including Salesforce and Okta have reignited the artificial-intelligence trade. Apple was down 0.6% and Microsoft was up just 0.1%, while Alphabet and Amazon were also lower and Meta Platforms was up 0.7%.

Barrons.com
Why Nvidia Earnings Matter for Tesla Stock: AI Compute and FSD Training

futures were stronger, up 1%, thanks to Nvidia’s strong quarterly results. Nvidia stock rose nearly 7% in premarket trading after better-than-expected earnings and strong guidance. Wednesday evening, Nvidia reported second-quarter earnings per share of $2.22, better than the $2.09 Wall Street expected.

Barrons.com
Here Are Thursday’s Top Wall Street Analyst Research Calls: Abercrombie & Fitch, Choice Hotels International, DigitalOcean Holdings, First Solar, LTC Properties, Okta, Regions Financial, Synopsys, and More

Pre-Market Stock Futures: Futures are trading mixed, with the Nasdaq soaring after a data-filled day on Wall Street that began with Core PCE inflation coming in a little hotter than expected and ended with the much-anticipated results from NVIDIA (NASDAQ: NVDA), which, as usual, came in above expectations, with revenue more than doubling. The major […]

24/7 Wall St.
Jackson Hole Symposium kicks off, Marvell & dollar stores report earnings: What to Watch

Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Thursday, Aug. 26, including quarterly earnings results from Marvell (MRVL), Dollar General (DG), and Dollar Tree (DLTR). Meanwhile, the 2026 Jackson Hole Economic Policy Symposium kicks off, setting the stage for Federal Reserve Chair Kevin Warsh's upcoming Friday remarks.

Yahoo Finance Video
China launches year-long auto quality drive, mandates defect recalls

BEIJING, Aug 27 () - Chinese regulators on Thursday ordered automakers to file proactive recall plans for any defects uncovered in self-audits, ‌as part of a year-long campaign to improve vehicle quality ‌and safety in the world's largest auto market. Tesla and eight Chinese electric vehicle makers ​on August 21 announced fixes affecting a combined 4.

Reuters
Latest News In Energy Transition - Hydrogen Biogas And Wind Drive Energy Sector Transformation

The energy and sustainability sector is experiencing a transformative phase, driven by regulatory mandates, decarbonization efforts, and geopolitical energy disruptions. Key areas of focus include the acceleration of clean hydrogen production, wind turbine blade recycling, and biogas upgrading, as these technologies gain strategic importance due to policy pressures and energy security concerns. Significant investment is being directed toward hydrogen infrastructure, with methane pyrolysis...

Simply Wall St.
Meta settlement opens new front in global fight over social media harm

SYDNEY/MANILA/BRUSSELS, Aug 27 (Reuters) - Meta's move to restrict teenagers' use of social media in the U. shows companies have tools to better protect young people online, Australian officials said on Thursday, as the country grapples with patchy enforcement of restrictions at home.

Reuters