Intel's turnaround is at risk given political criticism of CEO Lip-Bu Tan. Can he and Trump work together to resurrect U.S. chip making?

Cannabis stocks rallied on a Wall Street Journal report that President Donald Trump is contemplating reclassifying weed as having a lower danger level. Such a move would be "a gamechanger" for the industry, one investing chief said.

Elon Musk confirmed over the weekend reports that Tesla has disbanded the team working on its Dojo AI training supercomputer, just weeks after announcing he expected to have Tesla's second cluster operating “at scale” in 2026.

In the world of electric vehicles and clean energy, lithium is the new oil. The metal powering batteries that run everything from smartphones to Tesla's Model 3 is suddenly back in the spotlight.

The enterprise-AI software company expects to report disappointing results, and some on Wall Street think it could take more time to right the ship.

UNH's Q2 earnings revealed further weakness with margins at both insurance and Optum plunging to multi-year lows while sales continued to grow at double-digits. Reestablished outlook implies no recovery in profitability during H2 with guided EPS of $16 putting shares at a ~16x fwd P/E, a 3 turn premium to peers. Admitting we have underestimated current challenges, we now see fair value around $275 considering different scenarios for FY26.

Novo Nordisk A/S's Q2 earnings disappointed as management issued a cautious growth outlook, but I believe the market overreacted to these headwinds. Despite competition and knock-off products, Novo Nordisk's block-buster Wegovy weight-loss drug continues to drive strong revenue growth for the drug maker. Eli Lilly's weaker-than-expected weight-loss drug results have renewed optimism for Novo Nordisk, and the new CEO change should help reduce negative sentiment.

I upgrade Nebius to Buy, as strong industry growth and execution outweigh my previous valuation concerns. Q2 2025 results showed 625% YoY revenue growth, robust ARR guidance, and aggressive capacity and geographic expansion. The company remains unprofitable and is highly leveraged, with rising debt and heavy CAPEX to support rapid scaling.

Morning Brief anchor Julie Hyman breaks down the latest August 11, 2025, market news.Intel CEO Lip-Bu Tan is reportedly set to meet with President Trump at the White House to explain his background. This meeting follows Trump's call for the CEO's removal over alleged ties to Chinese businesses.Emerald Advisers deputy chief investment officer, David Volpe, discusses undervalued areas of opportunity in the market, such as small caps.

Amazon sent up its fourth batch of Kuiper internet satellites. A SpaceX-owned Falcon 9 rocket carried 24 more Kuiper satellites into low-earth orbit, bringing Amazon's constellation to 102 satellites.

AI's first-quarter revenue miss and wider loss spark a 27% stock drop. The company revamps its sales team with industry veterans.

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WW International, Inc. (NASDAQ:WW ) Q2 2025 Earnings Conference Call August 11, 2025 8:30 AM ET Company Participants David Helderman - Director of Investor Relations Felicia DellaFortuna - Chief Financial Officer Jon Volkmann - Chief Operations Officer Tara M. Comonte - President, CEO & Director Conference Call Participants Alex Joseph Fuhrman - Lucid Capital Markets, LLC, Research Division Nathaniel Jay Feather - Morgan Stanley, Research Division Operator Good day, and welcome to the WeightWatchers Second Quarter 2025 Earnings Conference Call.

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C3.ai Inc (NYSE:AI) stock is at the bottom of the Nasdaq today, last seen down 26% to trade at $16.40.

The government will take a 15% cut of the revenue the chip makers generate by selling certain chips to China, according to media reports.