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Meta Platforms (NASDAQ:META) is financing its El Paso AI campus through a BlackRock-controlled vehicle rather than its own balance sheet. The bonds were still being marketed at last closing, and investors want more than they did nine months ago.
Microsoft (NASDAQ:MSFT) has shipped an aggressive run of agentic-AI security products in 2026, from Agent 365 to a multi-agent vulnerability scanner. Investors heading into 29 July earnings face a harder question: it still has not disclosed a security revenue figure in more than three …
Nvidia (NASDAQ:NVDA) confirmed a long-term strategic partnership and investment in Safe Superintelligence at last closing without disclosing the amount. The more consequential detail is what SSI receives: an order-of-magnitude compute increase on a Vera Rubin platform that has not yet shipped.
Oracle (NYSE:ORCL)'s fiscal 2026 delivered the fastest infrastructure growth in its history and a contracted backlog larger than most national economies. Investors responded by cutting the shares roughly in half, and S&P lowered the credit rating to one notch above high yield.
Palantir (NYSE:PLTR) pairs Nvidia's Nemotron open models with its own Ontology for classified and air-gapped deployments, while first-quarter US revenue grew 104%. Investors have marked the shares down anyway. Second-quarter results land 3 August.
US equities closed mixed on Monday, with the S&P 500 broadly flat, the Nasdaq 100 down 0.3% and the Dow gaining 263 points. Semiconductor stocks declined amid concerns over AI-related financing and a potential slowdown in hyperscaler spending, while easing US-Iran tensions lowered oil …
The latest Relative Rotation Graph (RRG) for 27 July 2026 highlights an encouraging expansion in US market leadership. Energy continues to dominate the Leading quadrant despite gradually moderating momentum, while Financials have successfully rotated into Leadership alongside Real Estate, Communication Services, and Consumer Staples. …
The US equity market delivered a mixed performance on 27 July 2026, with investors favouring Consumer Staples, Consumer Discretionary, Communication Services, and Financials, while Energy, Utilities, and Technology lagged behind. The session reflected ongoing sector rotation as capital flowed towards defensive consumer companies and …
Keith R. Sanders, Executive Vice President and Chief Wealth Officer at First United Corp/MD/ (NASDAQ: FUNC), disclosed a sale of 5,000 common shares on July 23, 2026, at an average price of $43.6795 per share. The transaction, filed with the Securities and Exchange Commission …
Standard Biotools Inc. (NASDAQ: LAB) disclosed that Chief Financial Officer Kim Hanjoon Alex disposed of 202,476 shares of common stock on July 23, 2026, through a stock withholding transaction tied to restricted stock unit vesting. The shares were withheld to cover tax obligations arising …
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