Artificial Intelligence
Shares of IREN Limited declined 0.8% on Tuesday, as the market evaluated its sizable AI contract portfolio in contrast to its lower realized cloud revenue. The stock closed at $36.82, based on Yahoo Finance…
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Shares of IREN Limited declined 0.8% on Tuesday, as the market evaluated its sizable AI contract portfolio in contrast to its lower realized cloud…
Nasdaq regular-session close, U.S. dollars
Recognized revenue and non-GAAP annualized run-rate revenue are different measures.
Source: IREN fiscal 2026 results
Source: IREN fiscal 2026 results
August 2026 distribution, 17 ratings
Source: StockAnalysis analyst tally
Shares of Space Exploration Technologies Corp. slipped 1.02% on Tuesday. The stock finished the session at $142.23 before dipping to $142.09 as of 18:50…
Selected five-minute prices, U.S. dollars
As of . Source: Yahoo Finance. Values are snapshots, not a live feed.
Second quarter 2026; revenue bars scale to the largest segment
Space
Operating result: −$0.542bn
Operating margin: −56.3%
Connectivity
Operating result: +$1.656bn
Operating margin: 38.6%
AI
Operating result: −$1.257bn
Operating margin: −49.1%
Source: SpaceX second-quarter results, filed August 4, 2026.
Closing price and issued shares; U.S. dollars
Sources: Yahoo Finance, August 14 SEC filing, and second-quarter results. Adjusted value adds $55.6 billion to the quoted figure. It is an editorial calculation, not company guidance.
Apple Inc. rose 1.7% on Tuesday after John Ternus took over from Tim Cook as CEO. Ternus now leads the company, which is valued…
Dollars per share; premarket through aftermarket
Revenue in billions; bar length shows category revenue
Latest reported quarter; dollars in billions
Nokia Oyj shares fell 2.9% on Tuesday, despite a new Saudi investment in AI-driven network automation. The ADR traded at $9.845 at 10:53 EDT,…
U.S. dollars per ADR; previous close $10.14
As of . Five-minute observations; last point uses the quoted price.
Change from August 31 close. Source: Yahoo Finance. As of .
Q2 2026. AI and cloud sales rose 105% year over year. Source: Nokia half-year report, July 23, 2026.
ROUND ROCK, Texas, September 1, 2026, 10:52 EDT — Dell Technologies declined 3.5% after pushing toward a $60 billion target for its AI server…
NVIDIA Corporation shares fell 1.30% on Tuesday. The move erased roughly $69.2 billion of implied equity value as bond yields pressured technology stocks.
$ per share; previous close $220.50
As of . One-minute observations; delayed bars may update. Source: Yahoo Finance.
Change from Monday’s close, %
As of . Broadcom Inc. (NASDAQ:AVGO) is shown with relevant chip peers. Source: Yahoo Finance market data.
NVIDIA quarterly revenue, $ billions
Results through July 26, 2026; Q3 is company guidance, ±2%. Sources: NVIDIA results and the SEC filing.
Tesla Inc. jumped 5.5% on Monday as investors favored autonomy upside over a fresh safety disclosure. The stock closed at $367.95, its strongest finish…
USD per share · regular-session closes
USD billions · linear scale
Equity-value change is derived from the $19.20 share move and 3.9495 billion shares outstanding. Cash-flow and deferred-revenue figures are from Tesla's Q2 update and Form 10-Q.
Sources: NHTSA crash reporting, NHTSA EA26002, and Tesla Q2 2026 update.
Shares of Palantir Technologies Inc. rose 6.0% over six consecutive sessions. The advance brought its market capitalization close to $447.9 billion.
Daily close, U.S. dollars
As of . Source: S&P Global Market Intelligence via StockAnalysis.
Quarter ended June 30, 2026. Source: Palantir Q2 2026 results.
Market data as of August 31, 2026; guidance issued August 3. Sources: Google Finance, Palantir and S&P Global via StockAnalysis.
Recommendation data last updated August 26, 2026. Source: S&P Global Market Intelligence via StockAnalysis.
Space Exploration Technologies Corp. shares rose 1.55% on Monday to $143.69. The close valued SpaceX at roughly $1.89 trillion. The stock eased to $143.53…
Regular-session closes, plus the latest after-hours trade; U.S. dollars
· Source: Yahoo Finance
Revenue and GAAP operating income, billions of dollars
Quarter ended June 30, 2026 · Source: SpaceX earnings release filed with the SEC
Capital spending totaled $28.48 billion
Six months ended June 30, 2026 · Source: SpaceX Form 10-Q
Cash plus marketable securities against debt and finance leases
As of June 30, 2026 · Source: SpaceX Form 10-Q
Vendor aggregate and valuation fields as of August 31, 2026, 17:47:35 EDT · Source: Yahoo Finance
AUSTIN, Texas, August 31, 2026, 15:12 EDT — Tesla shares advanced by nearly 5% on Monday following the release of a federal crash report…
Snapshot: August 31, 2026 · 15:12 EDT
| Item | Reading |
|---|---|
| Crash report | Fatal, May 2026 |
| ADAS status | Verified engaged |
| Pre-crash speed | 104 mph |
| Causation | Not established |
| Q2 metric | Result |
|---|---|
| Revenue | $28.24B, +26% |
| FSD subscriptions | 1.48M, +56% |
| Operating margin | 1.4% |
| Free cash flow | -$1.09B |
FSD subscription growth can improve recurring software revenue and margins. Safety investigations can delay rollout, add compliance cost and weaken adoption. With the stock valued at roughly 183 times forward earnings, regulatory and execution outcomes have an outsized effect on fair value.
Watch: NHTSA EA26002 updates · supervised FSD miles and interventions · subscription growth · operating-margin conversion.
Shares of Broadcom Inc. rose 0.8% on Monday, with investors bracing ahead of a tough earnings challenge. At 14:33 EDT, the stock changed hands…
| Revenue | $29.4B |
| Adjusted EPS consensus | $3.24 |
| AI semiconductor target | $16.0B |
| Adjusted EBITDA guide | 68% of sales |
| Non-GAAP operating income | 67% of sales |
| Metric | Value | YoY |
|---|---|---|
| Semiconductor solutions | $15.01B | +79% |
| Infrastructure software | $7.18B | +9% |
| AI semiconductors | $10.80B | +143% |
| Free cash flow | $10.26B | +60% |
| Adjusted EBITDA | $15.24B | +52% |
The earnings debate turns on whether a 54.4% AI revenue mix can preserve Broadcom's cash conversion while supporting a roughly 15× annualized-sales valuation. A clean beat must include the $13.4B non-AI remainder, not only accelerators.
Risks: advanced-node supply, hyperscaler concentration, custom-silicon and networking competition, VMware execution, and valuation sensitivity.
Dell Technologies gained 0.96% to $460.64 as of 10:50 EDT. Market participants are anticipating an approximately 10% swing following Tuesday’s earnings report.
| Metric | Estimate | Growth |
|---|---|---|
| Q2 revenue | $45.19B | ~+52% |
| Q2 adjusted EPS | $4.91 | ~+112% |
| Q1 revenue | $43.84B | +88% |
| Q1 adjusted EPS | $4.86 | $2.94 prior estimate |
$60B
$167B
AI servers equal about 36% of midpoint revenue, increasing exposure to accelerator costs and large orders.
| Company | Price | Session | Market value | Trailing P/E |
|---|---|---|---|---|
| Dell | $460.64 | +0.96% | $302.2B | 36.7× |
| HPE | $52.33 | +0.04% | $74.9B | 48.0× |
| HP Inc. | $30.27 | -0.84% | $28.1B | 11.6× |
Low target · options downside · current · average target · high target.
A revenue beat is largely expected. The stronger signal would be higher full-year profit guidance with stable margins. Misses on AI-server mix, customer timing or component costs could trigger the full implied downside.
Catalyst: fiscal Q2 results, September 1, 2026, after the closing bell.
MediaTek Inc. finished down 1.51% ahead of Nvidia's $3.5 billion convertible-bond investment announcement. The statement came after Taiwan markets had closed, positioning Tuesday's trade…
Market close: August 31, 2026, 13:30 CST · Deal announced after close · Dashboard timestamp: 22:35 CST / 10:35 EDT
| September 10 | August sales |
|---|---|
| October 23 | Next earnings estimate |
| Still missing | Coupon, maturity, conversion price |
| First price test | September 1 Taiwan session |
| Measure | Value | Change |
|---|---|---|
| Q2 revenue | NT$152.18B | +1.2% |
| Q2 net income | NT$24.6B | −12.3% |
| Mobile-chip revenue | Not disclosed | −20% |
| July revenue | NT$48.48B | +12.16% |
| Jan–Jul revenue | NT$349.81B | +0.84% |
Simple multiplication of company estimates. It is not revenue guidance.
| Metric | Latest | Read-through |
|---|---|---|
| 52-week range | NT$1,130–4,970 | Close is 21% below high |
| Year to date | +174.5% | AI rerating already substantial |
| Average target | NT$5,503 | About 40% above close |
| Recommendations | 23 Buy / 0 Sell | Strong Buy consensus |
Sources: MediaTek and Nvidia joint release; MediaTek investor relations; Reuters; MarketWatch/Investing delayed market data. Currency conversion uses about NT$32.3 per U.S. dollar. All time-sensitive figures are stamped above.
IREN Limited shares climbed 2.7% to $36.42 as of 10:00 EDT Monday. The rise comes after a 12.5% drop in response to earnings on…
Market data: August 31, 2026, 10:00 EDT · Financials: FY2026
Friday: -12.53%.
Approximation using 394.1M shares.
+685% in FY2026.
Of float, August 14.
| Metric | FY25 | FY26 | Move |
|---|---|---|---|
| AI Cloud | $16.4M | $128.8M | +685% |
| Bitcoin mining | $484.6M | $578.2M | +19% |
| Total revenue | $501.0M | $707.0M | +41% |
| Adjusted EBITDA | $269.7M | $245.7M | -9% |
| Monday 10:00 price | $36.42 |
| Friday volume | 89.9M |
| 65-day average | 45.6M |
| 52-week high | $76.87 |
| Average analyst target | $81.57 |
| Analyst target upside | 124% |
| FY2026 net loss | -$702.6M |
| Non-cash impairments/transition | $638.8M |
| Adjusted EBITDA | $245.7M |
| Adjusted EBITDA margin | 34.8% |
| Price / FY2026 revenue | 20.3× |
| Contracted share of target ARR | ~85% |
IREN’s AI Cloud revenue grew almost eightfold, and contracted awards support a year-end run-rate target above $4 billion. The stock still prices in a large delivery gap: current annual revenue is $707 million, adjusted EBITDA fell 9%, and construction plus GPU financing must precede revenue recognition.
Watch customer acceptance, construction milestones, GPU deliveries, financing costs, Bitcoin-linked cash flow and margin conversion. With 30.6% short interest, failed milestones can produce outsized downside.
ServiceNow Inc. gained 4.5% on Friday, finishing at $144.71. The increase brought renewed focus to a core software debate: is AI-driven revenue enough to…
| Company | P/E | Move |
|---|---|---|
| ServiceNow | 89.3× | +4.5% |
| Salesforce | 23.5× | +1.6% |
| Workday | 41.4× | +5.6% |
| Oracle | 27.1× | -0.8% |
ServiceNow's premium requires sustained growth above peers.
| RPO | $29.0bn |
| Current RPO | $13.2bn |
| Non-GAAP operating margin | 29.5% |
| H1 free cash flow | $2.3bn |
| FY subscription guide | $15.76–15.78bn |
AI contract value must grow roughly 50% from the Q2 run rate to reach the year-end target. Pricing pressure, stock compensation or weaker backlog would make the valuation premium harder to defend.
Sources: ServiceNow Q2 2026 results and investor relations; current market data timestamped above. Non-GAAP measures are management figures.
Amazon.com rose roughly 4% on Friday following an analyst upgrade that emphasized the possibilities for agentic AI to enhance retail operations. Shares were around…
AWS generated 60% of group operating profit from 21% of sales.
| Group sales | $200.6B |
| Operating income | $27.5B |
| AWS sales | $42.2B |
| AWS operating income | $16.6B |
| AWS operating margin | 39.3% |
| Advertising growth | 26% |
| Measure | Current TTM | Prior TTM |
|---|---|---|
| Operating cash flow | $161.4B | $121.1B |
| Free cash flow | −$7.6B | $18.2B |
| P&E purchase increase | +$66.1B year over year | |
| Implied annualized Q2 operating profit | $110.0B | |
| Market value / annualized operating profit | ~26× | |
Core test: keep AWS near 37% growth without making negative free cash flow structural.
Sources: Amazon Q2 2026 results; current market quotes; public reporting on the AWS–NVIDIA expansion. Estimates may differ from reported GAAP measures.
