A sharp selloff gripped data analytics, software, and professional services stocks on Tuesday, as investors reassessed the sector's vulnerability following Anthropic's launch of AI tools capable of automating key legal, sales, and marketing functions.
Shares of Ondas Holdings (ONDS) are under the microscope as investors weigh its dramatic long-term returns against a recent pullback. With the stock trading at a significant discount to some fair value estimates, the debate centers on whether this represents a buying opportunity or reflects justified concerns over execution risks in its wireless and autonomous systems business.
Rivian Automotive has agreed to a $250 million settlement to resolve a securities class action, a move analysts see as clearing a legal hurdle as the company focuses on launching its R2 SUV and expanding its software and autonomy ambitions.
The National Bank of Canada is expanding its international footprint by helping to establish a new multinational bank dedicated to defense sector financing, signaling a strategic shift beyond its domestic retail and commercial core.
Ford Motor Company and China's Geely Auto are negotiating a strategic partnership that could see Geely produce vehicles in Ford's European factories and the two automakers share key technologies, including for automated driving, according to multiple sources familiar with the discussions.
Indian IT stocks plunged over 6% on Wednesday, mirroring a global rout in software and services shares, as the latest AI automation tools from Anthropic intensified fears of widespread disruption to knowledge-based industries.
The autonomous vehicle leader Waymo has catapulted to a $126 billion valuation after a massive $16 billion funding round, marking its transition from a moonshot project to a commercial-scale operation. Yet, this financial milestone arrives as the company faces intensified regulatory pressure following a series of incidents involving its robotaxis and school buses.
Chinese autonomous driving leader WeRide Inc. (WRD) reports explosive Q3 2025 growth, with robotaxi revenue skyrocketing and net losses narrowing sharply, as global expansion accelerates.
General Motors is steering capital back to shareholders with a significant dividend increase and a new buyback program, signaling confidence in its cash flow despite ongoing electric vehicle restructuring. The move places the undervalued automaker firmly on the radar for income investors.
Shares of Thomson Reuters (TSX:TRI) faced significant pressure this week following the release of a new AI-powered legal assistant by Anthropic. The tool's ability to automate complex workflows like contract review has ignited investor concerns over potential disruption to established legal information and technology providers, contributing to a sharp sell-off.
A wave of selling pressure triggered by fears over AI automation tools has swept across the software sector, dragging down shares of DevOps platform JFrog (FROG) despite a lack of company-specific news. We examine whether the recent decline presents a value entry point or a sign of deeper sector rotation.
Despite being battered by market pessimism, Polestar Automotive is drawing attention from contrarian investors who see its deep ties to automotive giant Geely as a potential lifeline. With billions in revenue and a powerful backer, the question is whether this EV brand can navigate its cash burn and tariff challenges.
China's market regulator has granted unconditional approval for a strategic joint venture between battery giant CATL and state-owned automaker Chery, marking a significant consolidation in the nation's electric vehicle ecosystem.
The video game giant reported a blockbuster third quarter, with net bookings of $1.76 billion significantly exceeding guidance. Strong performance across its core franchises and a resurgent mobile division have prompted the company to raise its full-year forecast, setting the stage for a pivotal 2027 headlined by the launch of Grand Theft Auto VI.
Following robust year-end financials and guidance, analysts reaffirm bullish stance on Mobileye Global (MBLY), with Tigress Financial highlighting a potential 178% upside. The autonomous driving tech firm posted double-digit growth in revenue and cash flow.
Once synonymous with smartphones, BlackBerry has spent years transforming into a cybersecurity and embedded software specialist. With its stock trading near multi-year lows, a growing contingent of investors sees a deeply undervalued collection of assets, particularly in its automotive QNX platform, poised for a strategic breakout.
Despite recent share price weakness, MBM Resources Berhad's robust Return on Equity and consistent earnings growth suggest the automotive group may be undervalued by the market.
Take-Two Interactive Software's fair value estimate sees a modest upward revision, driven by adjusted discount rates and slightly improved growth projections. Analysts are factoring in potential efficiency gains from generative AI and strong engagement signals from recent Grand Theft Auto Online updates.
Emerson Electric Co. kicks off its 2026 fiscal year with robust 9% underlying order growth, driven by surging demand for power generation and automation solutions from AI data centers, LNG projects, and near-shoring trends. The industrial automation leader also raises its full-year EPS guidance.
Cirrus Logic (CRUS) reported fiscal Q3 revenue and earnings that topped guidance, fueled by stronger-than-expected smartphone component demand. While smartphone strength drove results, executives detailed growing traction in PC and automotive markets as part of a strategic push to broaden its revenue base beyond its largest customer.
