Two years after its spinoff from General Electric, GE Vernova (NYSE: GEV) has become a key player in the artificial intelligence buildout. It doesn’t make chips or software. The giant industrial company makes the turbines, grid equipment, and nuclear technology that help keep AI data centers runni....
Good MorningU.S. markets digested July inflation data showing inflation cooling to 3.4%, while investors reassessed the interest-rate outlook. Technology stocks were mixed, with Microsoft, Meta, Tesla, and Palantir under pressure at times, even as AI infrastructure remained a major source of market enthusiasm. Bitcoin and other major cryptocurrencies were largely range-bound following the report.
AI-related names continued to command attention. Nebius surged roughly 30%, extending a powerful year-to-date rally, while CoreWeave and other neocloud companies benefited from infrastructure demand. Oracle gained following a partnership with Quantinuum, and IBM landed a $240 million AI-cloud deal with Together AI. NVIDIA’s older A100 chips also appeared to retain value through a CoreWeave customer contract extending through 2029.
Earnings and corporate updates drove individual movers. Cisco reported record fourth-quarter and fiscal 2026 results, citing broad demand and a networking supercycle. Resideo posted record quarterly revenue and gross margin, while Velo3D raised its 2026 revenue outlook after a second-quarter revenue beat. Deal activity included PTC Therapeutics’ planned acquisition of ST-920, a BLA-stage Fabry disease gene therapy, and AEVEX’s agreement to acquire BlackSea Technologies. Featured: What expensive financial advisors won't (or can't) tell you (Ad) 
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Industrials |
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Two years after its spinoff from General Electric, GE Vernova (NYSE: GEV) has become a key player in the artificial intelligence buildout. It doesn’t make chips or software. The giant industrial company makes the turbines, grid equipment, and nuclear technology that help keep AI data centers runni... Read the Full Story |
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From Our Partners |
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Bank of America raised its stake in a small gold company by 139%. Jane Street increased its position by 159%, and Millennium by 122%.
Kopernik Global made it their largest holding, owning roughly 8% of the company. It holds rights to an 88 million ounce deposit with existing roads, power, and permits that never expire.
Market cap sits near $4 billion against a deposit worth hundreds of billions at current gold prices. |
| See the name, ticker, and full file now |
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Healthcare |
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Cardinal Health (NYSE: CAH) has been one of the best-performing stocks in one of the market’s best-performing sectors in 2026. Heading into the company’s fourth quarter earnings report for its 2026 fiscal year (FY), CAH was up more than 40% in the last 12 months. Despite mixed results, including a... Read the Full Story |
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Technology |
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When demand outstrips capacity and is centered in enterprise-quality organizations with the money to follow through, you do what Nebius Group (NASDAQ: NBIS) is doing: you expand to meet it. The critical takeaways from the Q2 earnings release are that it's bringing capacity online faster than expect... Read the Full Story |
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From Our Partners |
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BlackRock put its $2.1 billion Treasury fund on a blockchain exchange. JPMorgan now has its own coin and lets clients pledge assets as loan collateral.
Analysts project $11 trillion in real-world assets will move onto blockchains by 2030, yet mainstream coverage remains scarce.
Brownstone Research built a new briefing, Chain of Thought, to track this shift in real time. |
| Claim free access to the Chain of Thought briefing today |
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Industrials |
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Investors rarely get a clean look at a smaller player taking ground from an entrenched duopoly. For decades, the global aerospace manufacturing space has been dominated by two legacy giants—Boeing (NYSE: BA) and Airbus (NYSE: EADSY). Today, these two find themselves paralyzed by a cascading serie... Read the Full Story |
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Technology |
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It's not often that a company selling a vast slug of new shares is met with anything but a groan from existing investors, who see their slice of the pie shrink as a result. Yet the $20 billion stock offering just priced by Intel Corporation (NASDAQ: INTC) is a more interesting case than the usual d... Read the Full Story |
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From Our Partners |
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Most AI portfolios hold the same handful of chip and software names - and completely ignore the physical layer. One perception-hardware company posted ~49% Q1 revenue growth with four partnership announcements in a single month.
A free report names seven companies building the automation, robotics, and semiconductor-test infrastructure that AI requires to move beyond the data center - including an automation giant that raised full-year guidance after quarterly sales rose ~12%. |
| Click here to get your free copy of this report today |
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Finance |
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As the market pours money into anything connected to artificial intelligence (AI), investors are consumed by a single question: which companies will emerge as the winners? Which chipmaker, which model, which platform comes out on top? Yet there's a compelling case that one of the smartest ways to p... Read the Full Story |
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Consumer Discretionary |
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On Holding's (NYSE: ONON) August price stumble may be creating a buy-the-dip setup because the underlying causes are either beyond the company’s control or supportive of its long-term outlook, which includes a high-margin, high-growth engine. The bad news is that revenue fell short of market expect... Read the Full Story |
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Technology |
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While much of the market frets over whether the artificial intelligence boom can live up to the hype, one company keeps quietly answering the question with its results. Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM), the contract chipmaker that physically builds the advanced processors... Read the Full Story |
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Technology |
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CoreWeave’s (NASDAQ: CRWV) Q2 results sparked a rally in its stock price and the broader market, as they reveal the AI spending bubble is still growing. Results were arguably tepid relative to consensus, with revenue outpacing the midpoint target by a mere 80 basis points, but the bar was set high.... Read the Full Story |
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Consumer Discretionary |
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The market is watching an industrial sector powerhouse attempt to rewrite its fundamental DNA in real time. Tesla, Inc. (NASDAQ: TSLA) is aggressively pivoting from a traditional electric vehicle manufacturer into an autonomous mobility and AI network. This ambitious transition comes with an immedi... Read the Full Story |
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Thursday's Early Bird Stock Of The Day NVE Corporation develops and sells devices that use spintronics, a nanotechnology that relies on electron spin to acquire, store, and transmit information in the United States and internationally. The company manufactures spintronic products, including sensors and couplers for use in acquiring and transmitting data. Its products comprise standard sensors to detect the presence of a magnetic or metallic material to determine position, rotation, or speed for the factory automation market; and cust... |
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