Not consensus-verified. Every item below is carried only by outlets republishing finished copy. Nothing first-hand or secondhand corroborates it, so these reports do not meet the bar for a Consensus Wire article. Treat them as leads to check, not as confirmed reporting.
AI·614 items
Financial·Reported by 3 outside sources·
The article discusses challenges faced by Digital Realty and Equinix regarding power and political permission for AI data center projects in Texas and South Africa.
Who
Digital Realty Trust, Inc., Equinix, Inc.
Where
Texas, United States; Cape Town, South Africa
When
Why
AI data-center boom running into scarce resources like power and political permission.
via marketaux
Tech & Science·Reported by 3 outside sources·
Harmonic unveiled cOS SensAI, a vendor-agnostic software layer designed to consolidate network data for broadband providers.
Who
Harmonic Inc.
Where
United States
When
Why
To reshape broadband operations by pulling scattered network data from routers, modems, and in-home devices into one coherent operational picture.
via marketaux
Financial·Reported by 4 outside sources·
FuboTV Inc. reported third-quarter fiscal 2026 results showing global revenue of $1.482 billion and record North America subscribers of 5.75 million.
Who
FuboTV Inc.
Where
United States
When
Why
unknown
via marketaux
Financial·Reported by 4 outside sources·
Bristow Group reported second-quarter financial results showing nearly doubled net income and increased revenue.
Who
Bristow Group Inc.
Where
United States
When
Why
unknown
via marketaux
Financial·Reported by 4 outside sources·
Jim Cramer stated that Lululemon Athletica Inc. is in 'No Man's Land' following another poor quarter.
Who
Jim Cramer
Where
United States
When
Why
The company has gone from a premier growth stock to facing serious deterioration in demand, competition, and execution.
via marketaux
Financial·Reported by 4 outside sources·
Ameresco announced second-quarter 2026 financial results showing $1.8 billion in new project awards, with $1.2 billion tied to data center power projects.
Who
Ameresco, Inc.
Where
United States
When
Why
unknown
via marketaux
Financial·Reported by 4 outside sources·
Core & Main Inc. announced its second-quarter results for fiscal year 2026, reporting a revenue increase of 2.5% to $2.145 billion and adjusted EBITDA of $274 million.
Who
Core & Main Inc.
Where
United States
When
Why
unknown
via marketaux
Financial·Reported by 4 outside sources·
ORIC Pharmaceuticals launched a Phase 3 clinical trial for its lead prostate cancer drug rinzimetostat.
Who
ORIC Pharmaceuticals, Inc.
Where
global
When
Why
to convert years of early work into late-stage bets for its prostate cancer drug
via marketaux
Tech & Science·Reported by 3 outside sources·
Anthropic expects positive adjusted operating income for a second consecutive quarter.
Who
Anthropic
Where
United States
When
Why
to prove that frontier AI can become a real business before it becomes a public company
via marketaux
Tech & Science·Reported by 6 outside sources·
Nvidia is expanding its server CPU market presence with new Vera family processors and Grace CPUs to compete with Intel and AMD.
Who
Nvidia Corporation
Where
United States (implied by NASDAQ listings)
When
Why
To diversify compute technologies and services as AI processing shifts to CPUs, leveraging its GPU market dominance for integrated performance optimization.
via marketaux
Financial·Reported by 4 outside sources·
Edgewell Personal Care reported third quarter fiscal 2026 results showing mixed performance with organic sales growth but significantly reduced operating income.
Who
Edgewell Personal Care Company
Where
United States (NYSE)
When
Why
To report financial performance and outlook for the quarter ended June 30, fiscal year 2026.
via marketaux
Financial·Reported by 4 outside sources·
Three dividend-paying companies are highlighted as suitable for retirees due to their long histories of consecutive dividend increases and strong financial metrics.
Who
Coca-Cola, Johnson & Johnson, PepsiCo
Where
United States (NYSE/NASDAQ)
When
Why
To provide income-focused investment options for retirees seeking stable, growing dividends through economic cycles.
via marketaux
Financial·Reported by 4 outside sources·
Blink Charging Co. outlined its progress toward profitability, expanded DC fast-charging infrastructure buildout, and rollout of its EnergyConnect energy-management platform during a company presentation.
Who
Blink Charging Co.
Where
United States, United Kingdom, Belgium
When
Why
to achieve EBITDA breakeven by the end of 2026 and increase recurring revenue to 80% by 2028
via marketaux
Financial·Reported by 4 outside sources·
Oracle reported its latest quarterly earnings which beat expectations but caused its stock to fall after initial gains, while The Motley Fool analyzed the situation and recommended against buying it despite strong performance.
Who
Oracle Corporation, The Motley Fool
Where
United States
When
Why
Oracle's stock fell after earnings due to restructuring charges and investor concerns about debt related to its OpenAI deal, though sales and earnings beat expectations.
via marketaux
Financial·Reported by 4 outside sources·
Paul Tudor Jones warned that current U.S. stock market valuations could lead to negative 10-year returns for investors buying the S&P 500 today.
Who
Paul Tudor Jones, Tudor Investment
Where
United States
When
Why
The total U.S. stock market capitalization is currently 252% of GDP, a level not seen since the 1929 crash, and the S&P 500 price-to-earnings ratio is at historically high levels.
via marketaux
Financial·Reported by 3 outside sources·
Bank of America analyst Justin Post reported that Alphabet Inc.'s search traffic remained stable in August despite growing competition from AI platforms like Claude and Gemini, though user behavior is shifting toward zero-click searches.
Who
Alphabet Inc. (Google), Bank of America analysts
Where
United States
When
Why
To analyze the impact of AI competitors on Google's search business and monetization potential.
via marketaux
Financial·Reported by 3 outside sources·
Zscaler reported strong Q4 fiscal 2026 results with 25% ARR growth driven by AI demand, though fiscal 2027 guidance indicates a slowdown to roughly 16.6-17.5% revenue growth due to sales transition and new product adoption timelines.
Who
Zscaler Inc., Insider Monkey
Where
United States
When
Why
Management's confidence in AI-driven demand contrasts with slower growth forecasts due to execution challenges in sales transition and new product adoption.
via marketaux
Financial·Reported by 3 outside sources·
LSL Property Services plc reported strong first-half financial growth with increased revenue and profit despite weaker housing transactions.
Who
LSL Property Services plc
Where
United Kingdom
When
Why
The company's resilient activity in remortgaging, lettings and recurring revenue streams offset softer residential sales activity.
via marketaux
Financial·Reported by 3 outside sources·
Exelixis executives outlined plans to expand its CABOMETYX franchise and prepare for a potential late-year launch of zanzalintinib in colorectal cancer.
Who
Exelixis, Inc.
Where
United States
When
Why
To continue expanding the CABOMETYX business while investing in zanza and earlier-stage pipeline programs.
via marketaux
Financial·Reported by 3 outside sources·
Three companies declared substantial dividend increases of at least 30% in 2026.
Who
Nvidia Corporation, Micron Technology, Inc., OTC Markets Group Inc.
Where
United States
When
Why
Strong financial performance and growth driven by AI industry demand and market conditions.
via marketaux
Financial·Reported by 3 outside sources·
Goldman Sachs reiterated a Buy rating on Meta Platforms stock with a $725 price target, citing its transition to monetize AI agents like Muse and its large user base as key advantages.
Who
Goldman Sachs analysts and Meta Platforms Inc.
Where
United States
When
Why
Goldman Sachs believes Meta is moving from a 'wall of worry' to a company well-positioned to monetize and productize compute, driven by its litigation settlement and the launch of AI agent Muse.
via marketaux
Financial·Reported by 4 outside sources·
The Motley Fool published an article analyzing three AI infrastructure stocks poised to outperform memory chip giants.
Who
The Motley Fool, Innodata Inc., Nebius, Vertiv
Where
United States (implied by NASDAQ/NYSE tickers and company locations)
When
Why
To provide investment recommendations on AI infrastructure stocks facing bottlenecks in the AI buildout.
via marketaux
Financial·Reported by 3 outside sources·
Eli Lilly and Merck reported second quarter financial results showing divergent growth trajectories driven by their respective drug portfolios.
Who
Eli Lilly and Company, Merck & Co., Inc.
Where
United States
When
Why
To inform investors about quarterly performance, revenue growth, and future guidance following the release of Q2 earnings reports.
via marketaux
Financial·Reported by 5 outside sources·
Financial analysis of the iShares 1-3 Year Treasury Bond ETF (SHY) performance in relation to Federal Reserve interest rate expectations and Treasury yields.
Who
24/7 Wall St analysts and financial market participants
Where
United States
When
Why
To explain market pricing of two potential interest rate hikes followed by three cuts, and to promote a free report on top stocks.
via marketaux
Financial·Reported by 6 outside sources·
The Motley Fool published an article analyzing Apple's new foldable iPhone Duo and its potential impact on the company's stock.
Who
Apple Inc., The Motley Fool
Where
United States
When
Why
To provide investment analysis and commentary on Apple's new product launch and stock valuation.