For The Better

The company published its second-quarter results on Wednesday morning.

Nuclear energy generation is expected to rise significantly.

The sell-off is treating four very different businesses as one trade. Sorting them apart is where the opportunity is.

In this episode of The Brainstorm, Tasha Keeney, Nicholas Grous, and Brett Winton uncover how SpaceX’s latest Starship test flight is revolutionizing space travel, slashing launch costs, and how this potentially unlocks new commercial opportunities. Plus, a deep dive into AI’s rapid evolution, cost declines, and the real race behind the frontier of intelligent models.

Blackbaud’s Q2 report arrived with some big things for investors to be excited about.

Problems in Europe weighed on profits.

Sandisk can deliver impressive gains over the next couple of years due to strong NAND flash pricing.

Alphabet stock plummeted last week after its earnings release.

Micron stock has taken a beating of late, but its biggest catalyst isn’t going anywhere.

Nvidia, AMD, and Broadcom all look like buys on this sell-off.

Disappointing second-quarter results and Fiverr’s lowered 2026 guidance fueled the sell-off.

A new Korean regulation could have unintended consequences for Micron investors.

Sandisk stock is still up massively over the last year, but it’s now down 55% from its high.

The market is worried that some sales challenges in the second quarter may not prove temporary.

Nvidia holds a slight edge in this battle of tech titans, but both represent premier AI opportunities.

The Dow dropped over 900 points as Iran tensions pushed oil prices sharply higher. Semiconductor stocks extended their brutal weekly decline.

Ford missed consensus revenue estimates but raised its full-year guidance.

There was a lot to like in Intel’s Q2 earnings. However, investors are taking issue with Intel’s ambitious spending plans.