Kevin Smith
Journalist
Yesterday on Wall Street: Nvidia pulls major indexes into the green
Like a massive bulldozer, Nvidia, whose cable-car climb throughout the session, ending at fresh all-time highs, suggests a large-scale algorithmic surge, quite literally lifted the three main benchmarks, allowing the Dow Jones to add 0.2% to 53,569, the S&P 500 to gain 0.72% to 7,731 and the Nasdaq 100 to rise 1.43% to 29,642.
August 28, 2026 at 10:23 am
Washington considers expanding its tariffs on technology products
Donald Trump's administration is reportedly weighing a new round of tariffs targeting semiconductors and a broader range of technology products. According to Politico, the measures could cover laptops, data center servers and video game equipment, as Washington seeks to boost US chip production and protect its technological edge against China.
August 27, 2026 at 08:56 pm
Wall Street rides Nvidia-driven momentum
Major U.S. indexes are trading higher on Thursday, lifted by earnings from Nvidia, Salesforce and CrowdStrike, which are sending the tech sector soaring. The Nasdaq 100 is naturally benefiting the most from this momentum, up 1%, while the S&P 500 adds 0.5% and the Dow Jones gains 0.3%.
August 27, 2026 at 08:55 pm
Dollar General raises full-year outlook
Riding better-than-expected EPS for its fiscal second quarter, Dollar General is raising its target ranges for full-year 2026 and now expects annual EPS of $7.80 to $8.00, up from a prior estimate of $7.20 to $7.45.
August 27, 2026 at 06:22 pm
Investors' surprising and enduring leniency toward CrowdStrike
In July 2024, a poorly calibrated update to its Falcon cybersecurity software crashed 8.5 million Windows computers, instantly paralyzing hundreds of thousands of companies and government agencies worldwide.
August 27, 2026 at 04:09 pm
Ageas H1 net operating profit up 6%
Ageas reported a net operating result of EUR776m for H1 2026, up 6% from last year, "reflecting the strong performance in life across all segments and the resilience of non-life results despite higher weather-related claims, whereas last year benefited from benign weather".
August 27, 2026 at 11:19 am
HP slides despite results above expectations, margins raise concerns
HP shares were down 9% in after-hours trading, despite quarterly results that came in well above expectations and an increase to its full-year guidance. Investors appeared to focus on shrinking margins, as higher memory component costs continue to weigh.
August 27, 2026 at 10:47 am
Anthropic to lease $45bn in computing capacity from Nscale
Anthropic will commit $45bn to leasing AI-dedicated computing power from Nscale, according to information from Bloomberg. The deal is expected to give the start-up the infrastructure it needs to support the strong growth anticipated for its services, including Claude Code, its AI tool focused on programming.
August 27, 2026 at 10:47 am
Apple sets September 9 date for its next iPhone
Apple will hold its next launch event on September 9, according to a post by Greg Joswiak on X. The company is expected to unveil its new generation of iPhone and could also reveal its first foldable smartphone, a highly anticipated model that would mark its entry into a new segment of the mobile market.
August 27, 2026 at 10:45 am
Nvidia Tops Expectations Despite the Rise of In-House AI Chips
Nvidia issued Q3 revenue guidance above expectations, underscoring the continued strength of investment in artificial intelligence infrastructure. The company is targeting $108bn in revenue, plus or minus 2%, versus $104.19bn expected by analysts according to LSEG. The outlook includes no sales of data center chips in China. Even so, the stock is down nearly 1% in after-hours trading.
August 27, 2026 at 10:42 am
Okta soars on the stock market, lifted by securing AI agents
Okta rose about 19% in after-hours trading after beating Q2 expectations and raising its full-year outlook. The identity-management specialist is benefiting from new cybersecurity needs tied to the growing number of artificial intelligence agents, which are creating an increasing number of digital identities that must be monitored and protected.
August 27, 2026 at 10:40 am
Salesforce jumps on AI momentum and its stake in Anthropic
Salesforce shares jumped nearly 14% in after-hours trading after posting results and guidance that topped expectations, powered by the rapid growth of its artificial intelligence business. In the second quarter, revenue rose 11% to $11.35bn, versus $11.32bn expected, while adjusted EPS reached $5.90. Net income surged 87% to $3.53bn, notably helped by a $2.6bn gain tied to its stake in Anthropic.
August 27, 2026 at 10:39 am
OpenAI's Jalapeño chip puts the pressure on Nvidia in inference
OpenAI has released the first performance results for Jalapeño, its first custom-built artificial intelligence chip designed with Broadcom and aimed specifically at inference. Early tests point to strong speed and power efficiency that could gradually reduce OpenAI's reliance on Nvidia GPUs. The shift comes as Google, AWS and Meta are also developing their own processors, intensifying competition in a market that has so far been largely dominated by Nvidia.
August 26, 2026 at 06:57 pm
Volkswagen wants to cut costs, UBS worries about potential labor tensions
To take on Chinese competition, the automaker is hunting for cost savings, a step that UBS views as necessary. The Swiss bank, however, sees a period of likely tension with unions and calls the carmaker's 2026 margin targets "ambitious".
August 26, 2026 at 01:13 pm
SAP tumbles after UBS downgrade
SAP shares are down over 4% to just under EUR178, clearly the worst performer in Frankfurt's DAX 40, as investors shun the stock after a downgrade from UBS, which points to a "lack of near-term AI catalysts" for the German enterprise software maker.
August 26, 2026 at 01:13 pm
Growth, AI, stocks: fund managers' consensus is getting uncomfortably crowded
Cash at its lowest, equity exposure at its highest since 2021, and strong confidence in growth and AI: Bank of America's survey shows investors still heavily committed to a favorable economic scenario.
August 26, 2026 at 12:05 pm
Waymo readies its European debut with tests in Munich
Waymo will launch autonomous vehicle trials in Munich in the coming weeks, the first step towards a commercial robotaxi service that Alphabet's subsidiary hopes to roll out in Germany by late 2027. The company has already begun talks with the relevant authorities to secure the necessary approvals.
August 25, 2026 at 10:54 pm
Google Tailors Gemini Enterprise to Legal Sector
Google has launched Gemini Enterprise for Legal, a version of its artificial intelligence platform aimed at law firms and legal professionals. The offering is designed to automate legal and administrative tasks, from research to document drafting, letting lawyers focus on higher value-added work. Google says data will remain secure and confidential, and it is offering several AI models to give users greater flexibility.
August 25, 2026 at 10:53 pm
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