Earnings
Norwegian Cruise Line expects third-quarter results to exceed its previous forecast as revenue comes in stronger than anticipated. Record 2027 occupancy and pricing add a longer-term demand signal while the company maintains its full-year outlook.
Innovation & Tech
Robinhood is expanding beyond traditional brokerage with embedded AI trading agents, planned weekend stock trading and new derivatives products, signaling a broader push to make increasingly sophisticated financial tools accessible to retail investors.
Business Trends
Boeing secured a more than $20 billion U.S. Navy contract to develop the F/A-XX sixth-generation fighter, giving the company both major U.S. next-generation fighter programs as it works to improve its defense business.
Innovation & Tech
Hewlett Packard Enterprise raised its networking growth outlook and secured the first major order for its AMD Helios AI Rack systems. The $1.2 billion Vultr deal highlights HPE’s expanding role in the infrastructure behind AI computing.
Innovation & Tech
OpenAI’s revenue run rate is approaching $70 billion as enterprise demand accelerates, adding another dimension to the coming AI IPO wave. Rapid growth at OpenAI and Anthropic is increasingly being weighed against enormous spending, losses and safety concerns.
Business Trends
Iovance raised its 2026 revenue outlook as demand for Amtagvi and Proleukin strengthens, sending the biotech stock sharply higher and putting greater attention on commercial execution and its expanding cancer pipeline.
Innovation & Tech
AMD is acquiring World Labs for about $8.2 billion, bringing pioneering AI researcher Fei-Fei Li inside the company as it expands beyond chips and deeper into the models shaping robotics, simulation and physical AI.
Earnings
Jefferies delivered record investment banking and equities results, but weaker fixed-income trading and asset management tempered the quarter. The divergence offers an early look at the forces shaping Wall Street earnings.
Earnings
Carnival delivered record quarterly revenue and stronger-than-expected earnings as cruise demand remained firm despite higher fuel costs. Record bookings for 2027 and stronger early 2028 trends added to the positive investor reaction.
Innovation & Tech
Anthropic’s IPO prospectus pairs explosive revenue growth with enormous infrastructure commitments, mounting safety concerns and a potential $2 trillion valuation, offering investors a rare look inside the economics of the AI industry.
Innovation & Tech
Robotaxi deployment is moving from testing toward commercial scale as Waymo expands across U.S. cities and targets Tokyo, Tesla enters Las Vegas, and Zoox builds its footprint. The shift is increasing competitive pressure across autonomous driving and ride-hailing.
Innovation & Tech
Zscaler fell about 9% after an unexpected sales leadership transition, even as broader cybersecurity demand is gaining attention from AI-related security risks. CrowdStrike, Palo Alto Networks and other vendors are expanding their focus on securing AI systems and agents.