Company News for Aug 12, 2026

  • Fermi Inc. (FRMI) shares climbed 21.1% after signing a $6.5 billion lease agreement with AI cloud provider TensorWave.
  • Aramark (ARMK) shares rose 8.5% after the company reported third-quarter 2026 earnings of $0.52 per share, beating the Zacks Consensus Estimate of $0.48 per share.
  • Plug Power Inc. (PLUG) shares rose 5.2% after the company reported second-quarter 2026 revenues of $178.3 million, surpassing the Zacks Consensus Estimate by 6.30%.
  • Cardinal Health, Inc. (CAH) shares rose 1.3% after the company reported fourth-quarter 2026 earnings of $2.91 per share, beating the Zacks Consensus Estimate of $2.42 per share.

Beyond Nvidia: AI's Second Wave Is Here

The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.

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This article originally published on Zacks Investment Research (zacks.com).

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