Five trends seen during the latest earnings season could determine investment opportunities for the rest of 2026, CNBC reported on Aug. 6. Jim Cramer (짐 크레이머) highlighted resilient consumers, AI infrastructure, cybersecurity, mergers and acquisitions and healthcare. He said investors should focus on broad market themes rather than individual companies. Cramer cited Capital One, American Express, Ralph Lauren and Williams Sonoma, and also named Lam Research, KLA and Applied Materials, as well as CrowdStrike, Palo Alto Networks, Goldman Sachs, Morgan Stanley, Eli Lilly and Johnson & Johnson.

The Open Secure AI Alliance, a consortium to develop and share open technologies, techniques and tools to protect software and agents in the AI era, is launching under the lead of Nvidia and global companies. Nvidia and founding members plan to jointly develop and share open models, agent harnesses and security tools supporting responsible AI use and improved trust. SK Telecom and Naver are among the participating South Korean companies.