Peacock Soars, Broadband Stumbles: Comcast Stock Slips After Earnings

'Anthropic planned, then abandoned $7B purchase of MatX, sources say'- Reuters Exclusive

https://www.reuters.com/business/finance/anthropic-planned-then-abandoned-7-billion-purchase-matx-sources-say-2026-08-27/

NVIDIA Announces Upcoming Event for Financial Community

NVIDIA reported record Q2 FY2027 revenue of $96.2 billion (up 106% YoY) with Data Center revenue reaching $89.0 billion (up 117% YoY). The company also announced a major expansion with AWS to deliver 2 million additional GPUs and next-generation infrastructure for agentic and physical AI applications.

Should SpaceX Join the "Magnificent Seven"? Here's 1 Stock I'd Kick Out to Make Room.

An analyst argues that SpaceX should potentially replace Meta Platforms in the "Magnificent Seven" tech group. While SpaceX offers unique businesses in satellite internet (Starlink) and space transportation that aren't represented in the current group, Meta lacks tangible results from its AI initiatives despite significant investments. The analyst recommends keeping Tesla, Apple, Alphabet, Amazon, Microsoft, and Nvidia in the group.

Dan Ives Says the AI Trade Is Only in the "Third Inning." Should Investors Stay Long AI Stocks?

Dan Ives argues the AI revolution is still in early stages, comparing it to the third inning of baseball. The focus is shifting from GPU purchases to monetizing AI across infrastructure, cloud platforms, and software. Companies with real AI revenue, clear ecosystem roles, and strong customer bases are positioned best for long-term growth.

'Universal Studios Japan To Spend Up To $1.9B On Expansion; Theme Park Expected To Sign Land Lease Agreement With Osaka City Around 2028' - Nikkei Asia

Constellation's New Power Deals Are Piling Up. Here's Why the Stock Isn't Reflecting It Yet.

Constellation Energy has secured 920 megawatts of new power purchase agreements with major clients like Microsoft, Comcast, and Bank of America to support AI data center growth. However, the stock has declined 51% from its 52-week high due to delayed cash flows (2027-2032), significant debt from the $26.6 billion Calpine acquisition, and regulatory approval timelines. Despite near-term headwinds, the company's stable utility revenue and long-term AI power demand position it for future growth.