Dominion Energy Inc (D) Stock News

Reddit's data licensing revenue reached $43 million in Q2 2026, growing 24% year-over-year, but represents only 5% of total revenue. Google and OpenAI are the primary customers using Reddit's data to train AI models. However, advertising remains Reddit's core business and primary growth driver, with the company focusing on converting weekly active users to daily active users to increase ad impressions.

Corsair Gaming board member Sarah Mears Kim sold 8,874 shares (28% of her direct holdings) on August 13, 2026, for approximately $121,000 at $13.69 per share. The sale occurred shortly after the stock hit a 52-week high of $14.98, suggesting profit-taking following strong Q2 earnings that showed improved net income despite lower revenue.

An investor with 28 years of experience has significantly increased their position in PennantPark Floating Rate Capital (PFLT), a business development company offering a 13.2% dividend yield. Despite concerns about loan portfolios tied to unproven businesses and private credit market risks, the company's diversified portfolio across 159 companies, focus on first-lien secured debt, and 26% discount to net asset value make it an attractive value investment in an expensive market.

D-Wave is advancing quantum computing into enterprise operations through hybrid computing frameworks and scientific simulation expansion, positioning itself for significant growth. However, the company faces challenges including uneven bookings, missed expectations, and a concerning valuation disconnect—revenue fell 44% year-over-year while market value rose 38%—leaving little margin for error.

Billionaire Stanley Druckenmiller's Duquesne Family Office sold significant positions in semiconductor stocks Micron and Intel during Q2 2026, likely taking profits after strong stock rallies. Meanwhile, Druckenmiller massively increased Amazon holdings by 1,083%, making it a top-10 position. The moves reflect confidence in Amazon's AI-driven cloud services (AWS) growth while reducing exposure to semiconductor stocks that may be overvalued despite strong AI fundamentals.

Drones attack the Kurdistan Regional Government prime minister's office in Iraq  Reuters

WEEKAHEAD Indian rupee expected to be rangebound, bond traders await policy minutes  Reuters

Amazon, Alphabet, and Microsoft are collectively investing nearly $600 billion in capital expenditures for data center infrastructure to meet surging AI-driven cloud computing demand. The article identifies Taiwan Semiconductor Manufacturing (TSMC) as the primary beneficiary, as it is the only company with sufficient capacity to manufacture the logic chips required for AI computing infrastructure.

Delek Logistics Partners raised its quarterly dividend for the third time in 2026, marking its 54th consecutive quarterly increase. However, the company announced a dilutive 4 million-share offering at $50/share, causing a 13% stock decline. Despite the near-term headwind, the stock is up 17.2% year-to-date and now yields 7.7%, with management using proceeds to retire debt and progressing toward separation from parent company Delek US.

IBM and D-Wave are competing in the quantum computing race, but the article suggests that financial strength, enterprise reach, and ability to sustain through a long development cycle may matter more than arriving first. IBM's established position and resources could prove decisive over D-Wave's specialized quantum approach.

With the S&P 500 at all-time highs and the Shiller P/E ratio at 42 (near the 1999 peak that preceded a bear market), investors should prepare for a potential downturn. The article recommends diversifying portfolios away from overvalued growth stocks, increasing exposure to value stocks and bonds, and positioning to capitalize on future bargains.

While Altria Group offers a higher dividend yield of 6.5% compared to Coca-Cola's 2.4%, the article argues Coca-Cola is a better choice for dividend investors. Altria faces declining cigarette demand and relies on price increases rather than volume growth to boost revenue, raising sustainability concerns. Coca-Cola, despite a lower yield, demonstrates stronger business fundamentals with rebounding sales volumes, profit growth, and robust free cash flow generation, making it more suitable for long-term dividend growth.

Redwire and Kratos Defense both supply critical infrastructure systems for satellites in the expanding space economy. While both companies stand to benefit from industry growth, Redwire is positioned as the more compelling long-term investment due to its broader hardware portfolio and emerging in-space manufacturing strategy.

AMD delivered a 72-fold return over the past decade, turning $10,000 into $724,000, vastly outperforming the S&P 500's 320% return. The chipmaker's transformation from a struggling, unprofitable company in 2016 with $4.3 billion in revenue to a profitable powerhouse with $41.3 billion in annual revenue was driven by its dominant data center business. However, at a valuation of 124 times earnings, future returns will depend on earnings growth rather than multiple expansion.

The article highlights three high-yield dividend stocks trading near 52-week lows that the author believes represent buying opportunities: Comcast (5% yield, benefiting from upcoming media spinoff), General Mills (6.3% yield, undergoing cost-cutting restructuring), and Vici Properties (6.8% yield, a Las Vegas casino REIT with strong tenant relationships despite tourism concerns).

AMD stock has been generating significant discussion due to its soaring stock price, with the company capturing a massive opportunity in the data center segment. The stock has surged 180% and recently borrowed $4.75 billion in a bond sale, more than triple its previous offering.

Coca-Cola has extended its dividend growth streak to 64 consecutive years and is outperforming all Magnificent Seven stocks in 2026, with shares up over 25%. The beverage giant has benefited from sector rotation as investors shift away from tech due to concerns about AI infrastructure spending. Despite slower long-term growth ambitions (4-6% revenue, 7-9% EPS growth), Coca-Cola delivered strong Q2 results with 7% revenue growth and 16% EPS growth.

Netflix's stock has fallen ~38% from its 52-week high, but the underlying business remains healthy with 13% YoY revenue growth, strong profitability, and healthy engagement. The decline reflects a shift in investor expectations—the market is now questioning whether Netflix can sustain high growth at its massive 300+ million subscriber scale. Key factors to watch include maintaining double-digit revenue growth, expanding margins, and successfully monetizing its audience through advertising, which is expected to roughly double to $3 billion in 2026.

Waymo's co-CEO argues that Tesla's camera-only autonomous driving strategy has fundamental limitations and cannot achieve safety levels superior to human drivers without additional sensors like LiDAR and radar. Tesla faces additional challenges including regulatory approval delays for its Cybercab robotaxi service, hardware limitations requiring replacements in 4 million vehicles, and competitive disadvantages as rivals like Waymo and Amazon's Zoox advance in the autonomous vehicle market.

The Trade Desk's stock has plummeted following disappointing earnings with slowing growth (3% revenue growth) and weaker guidance. While the company remains profitable with 95%+ customer retention, investors are questioning whether recent challenges are temporary or structural. The article frames this as a 'prove-it opportunity' rather than a traditional dip-buying scenario, advising investors to wait for evidence of reaccelerated growth and successful AI implementation before investing.

Five semiconductor companies have delivered 300%+ returns over three years by capitalizing on AI data center infrastructure spending. Nvidia leads with 86% market share in AI chips, while Micron stands out with a 1,300% gain and a relatively cheap valuation despite concerns about memory demand sustainability. TSMC, Broadcom, and AMD also benefit from strong AI-driven demand, though investors worry about whether heavy capex spending will deliver adequate returns.

Micron Technology and Sandisk are positioned as attractive investment opportunities due to strong demand in the memory chip sector driven by data center spending. Both stocks have risen significantly this year and are trading near levels where stock splits could occur. With supply constraints expected to persist until 2027-2028, the author believes both companies have sustainable growth potential and could reach new all-time highs before year-end.

AMD completed its largest bond offering in history, raising $4.75 billion across four tranches maturing between 2029 and 2036. Despite holding $13.1 billion in cash and generating strong operating cash flow, the company is securing long-term funding at favorable rates (~5%) to support its AI infrastructure buildout and capacity expansion. The debt issuance is financially conservative given AMD's strong revenue growth (50% YoY in Q2) and booming data center segment, though the stock's valuation at 130x earnings already prices in years of continued growth.

The article examines whether DoorDash (DASH) represents an undervalued investment opportunity. It questions whether the food delivery company can deliver returns to investors, following the company's Q2 2026 earnings and recent insider selling activity.

SpaceX recently completed its IPO and is transitioning into an AI infrastructure business. CEO Elon Musk projects the company will reach $100 billion in annual recurring revenue by end of 2026 and $1 trillion by 2030, primarily through AI data center operations. However, the analyst recommends avoiding the stock due to skepticism about achieving a 50-fold revenue increase in five years, citing Musk's history of missed deadlines and overpromised projections.

Democrats pick South Carolina as first 2028 primary state​​  Reuters

Coca-Cola, Warren Buffett's longest-held equity position, has hit an all-time high under Greg Abel's leadership. The stock is up 26% year-to-date, outperforming the S&P 500's 14% gain. Buffett's 1988 investment of $1.3 billion has grown to nearly $35 billion, with the company maintaining its dominance through strong marketing, a 64-year dividend increase streak, and 6% organic revenue growth despite inflationary pressures.

PODCAST: Indonesia quake, Jason Arday dies, gas prices and Mount Etna  Reuters

While Nvidia and AMD are benefiting from the AI semiconductor boom, Taiwan Semiconductor Manufacturing (TSMC) is positioned as a better investment due to its foundry business model serving multiple major clients. TSMC's diversified customer base, strong pricing power, and dominant 73% foundry market share make it well-positioned for sustained growth, with the stock trading at an attractive 25x forward earnings compared to peers.

Middleby stock dropped 12.3% following its first earnings report after spinning off its food processing unit on July 6. The company is now a pure-play commercial foodservice business with simplified operations and newly raised guidance projecting 6-8% sales growth. With an implied P/E ratio under 17.5, analysts view the post-spin-off decline as a buying opportunity.