A sharp selloff in data service and software companies, triggered by new AI automation tools, weighed heavily on the Nasdaq and overshadowed a record high for the Dow. The market grapples with sector rotation, strong earnings elsewhere, and lingering concerns over Fed policy and a partial government shutdown.
U.S. equities retreated Tuesday, led by declines in major tech names, while gold and silver prices staged a partial recovery following last week's dramatic plunge. Corporate news included a leadership change at Disney and mixed earnings reports.
For the first time in years, international equities have delivered significantly higher returns than the U.S. market. We examine the drivers behind this shift and how investors might thoughtfully approach global diversification.
Western Digital's strategic pivot to become 'WD' and focus on AI infrastructure is delivering massive returns, with quarterly revenue hitting $3 billion and shares soaring on renewed investor confidence.
ARK Invest's latest purchase of Joby shares highlights a deep conviction in urban air mobility, but analysts warn the stock's sky-high valuation leaves no room for error on the path to FAA certification and commercial scale.
Despite a stellar year-to-date performance fueled by promising clinical trial results, analyst sentiment on Moderna remains tempered, with a consensus 'Hold' rating highlighting the challenges beyond its COVID-19 windfall.
As major indices climb despite economic headwinds, investors are scrutinizing tech sectors for sustainable growth. We analyze three companies—Natera, Klaviyo, and Procore—navigating innovation and market expansion with distinct strategies.
At its 2026 Annual Meeting, Emerson Electric shareholders reelected three directors and approved executive pay and auditor selection, but a key governance proposal to declassify the board failed to secure the required supermajority vote.
CorVel Corporation reported modest revenue and earnings growth for its fiscal third quarter, attributing the pace to short-term operational factors. Management emphasized strategic investments in AI, a recent tech acquisition, and outlined how evolving trends in workplace injuries and healthcare costs are shaping opportunities in its core markets.
AudioCodes reported steady but muted revenue growth for Q4 and full-year 2025, as the company continues its strategic pivot toward AI-powered cloud services. While profitability metrics faced pressure, management pointed to strong momentum in its VoiceAI and managed services segments as key drivers for future expansion.
As markets rally, investors are scrutinizing firms where executives' fortunes are tied to shareholders'. We spotlight three companies with significant insider ownership and earnings growth forecasts nearing 50% or higher.
Waymo executives are set to testify before a Senate committee, defending their autonomous vehicles' safety record amid federal probes. The company will also urge lawmakers to pass supportive legislation, framing the competition with Chinese AV firms as a critical battle for technological and economic supremacy.
Investment firm Seizert Capital Partners has significantly increased its stake in auto parts distributor LKQ Corp., committing an additional $15.2 million even as the company navigates a shifting automotive landscape and stock price pressures.
Nvidia's journey to becoming the world's most valuable company was a marathon, not a sprint, testing the resolve of investors through years of modest returns and cyclical downturns before its AI-driven explosion.
A wave of selling pressure swept through the software sector Wednesday morning, dragging down shares of prominent SaaS providers. The sell-off reflects a broader market pivot as investors reassess traditional software models in the age of artificial intelligence.
A disappointing earnings report from industry bellwether Gartner triggered a sharp selloff across the IT services and consulting sector on Thursday, dragging down shares of major players and fueling concerns over a broader growth slowdown.
Russia is accelerating its digital currency ambitions, with the Moscow Metro's expansion serving as a flagship project for the digital ruble. The CBDC, set for nationwide rollout in September, is being positioned as a tool for transparency and efficiency in public contracts.
A wave of selling pressure hit software stocks Thursday morning, dragging down shares of companies like Atlassian, MongoDB, Datadog, and Elastic. The decline reflects a broader market pivot as investors reassess traditional SaaS models in the face of accelerating AI integration.
QuinStreet (QNST) shares tumbled nearly 8% in morning trading, caught in a broader sell-off triggered by Gartner's disappointing Q4 results. The advisory giant's revenue decline has intensified market concerns over a potential slowdown in IT services and consulting, with uncertainty around AI's disruptive impact adding to the pressure.
Despite a post-earnings selloff driven by surging capital expenditures, Microsoft's record $625 billion in future contracted revenue, heavily tied to AI demand, presents a compelling long-term case for investors.
