Big Tech’s Anthropic and OpenAI stakes are distorting the corporate earnings picture

If you were to strip out Big Tech’s investment gains from private AI companies, the earnings story is a lot less bullish.

SpaceX’s stock is down nearly 50% from its high. Why it’s still not a bargain. August 3, 2026
Don’t chase a SpaceX stock rally even if earnings are excellent, as a wave of shares will become available for sale.
Robert Ross
AMD has two big engines roaring as it heads into earnings August 3, 2026
AMD has been boosted by robust server demand. Now analysts are looking ahead to the ramp of its new rack-scale offering.
Britney Nguyen
My ex-husband’s sister died — so why is Fidelity asking me for her death certificate? August 3, 2026
“Part of me jokes that paying for a death certificate would be like buying a lottery ticket.”
Quentin Fottrell
Why the U.S. decided to help Japan by boosting the flailing yen August 3, 2026
The U.S. Treasury Department and Federal Reserve have joined forces with their Japanese counterparts to stage a historic joint intervention to boost the Japanese yen, according to Japan’s Ministry of Finance, which confirmed the move in a statement on Monday.
Joseph Adinolfi
Disappointed by your skimpy pay raise? Blame your healthcare benefits. August 3, 2026
It’s been two decades since companies’ health-benefit costs have climbed this fast.
Andrew Keshner
‘My head hit the driver’s window’: A teenager T-boned our car. Will Medicare pay my hospital bills? August 3, 2026
“My car was nearly 20 years old, and I only carried liability and uninsured motorist coverage, not collision coverage.”
Quentin Fottrell
Why tech stocks are likely to take a back seat for the rest of 2026, according to JPMorgan strategists August 3, 2026
Strategists at the bank see non-U.S. shares performing well in the second half of the year and prefer semiconductor stocks to hyperscalers.
Nora Redmond
They spent tens of thousands of dollars on home remodels — only to regret it. ‘It’s just been so much.’ August 3, 2026
Some homeowners spend big bucks to upgrade their house, only to end up having second thoughts.
Aarthi Swaminathan
My boss and I work in different cities and she never responds to my messages. What do I do? August 3, 2026
“Most of the time it feels like I’m just talking into the ether.”
Aditi Shrikant
‘I’m easing into retirement’: I’m getting an $80,000 pension payout. Where can I invest it safely? August 3, 2026
“I expect to have several years before I take distributions from my 401(k) account.”
Quentin Fottrell