Meta (META) stock drops 5.4% as AWS veteran Dave Brown joins to oversee data center expansion. Company invests $125B-$145B in AI infrastructure push.

Broadcom CLO sells $19.5M in stock after Apple deal boost. AVGO down 20% from peak as Erste downgrades to Hold on valuation concerns despite bullish AI outlook.

UnitedHealth (UNH) stock jumped 8% on Q2 EPS of $6.38 vs. $4.91 expected. Medical-cost ratio fell to 86.7%, driving upgraded guidance to $19.50-$20.

Databricks closes $3B funding round led by Coatue at $188B valuation, a 40% increase from February. AI revenue hits $1.7B annualized run rate in June 2026.

Airbus secures $17.8B order for 95 jets from Air China, Shenzhen Airlines, and Hainan Airlines, further widening its lead over Boeing in the Chinese market.

Fifth Third (FITB) stock climbed 1.6% after reporting Q2 profit of $763M and adjusted EPS of $1.02, beating estimates on strong Comerica integration.

AST SpaceMobile (ASTS) stock tumbled 50%+ from May peaks. B. Riley upgrades to Buy with $85 target after $1B bond sale sparked investor concerns.

Sadot (SDOT) stock surged 41% after acquiring TradeIQ for $6M and securing $200M in financing. Details on the deals and Nasdaq compliance status.

Intuitive Surgical (ISRG) stock tumbled 10% after Q2 earnings beat but U.S. procedure growth missed expectations. Is this a buying opportunity?

Semiconductor stocks enter bear market with 3%+ decline as AI trade weakens. Netflix crashes 12% on revenue miss. Nasdaq drops 1.6% in broad tech selloff.

SK Hynix (SKHY) dropped 13.7% Thursday before recovering. Analysts maintain Strong Buy rating with $330 target as China supply concerns weigh on memory chips.

Truist Financial (TFC) stock rises after beating Q2 estimates with $1.23 EPS. Investment banking income soared 72% as new CEO Michael Lyons starts Sept 1.