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.
Fueled by record engagement in its flagship franchises and a resurgent mobile division, Take-Two Interactive has delivered a blockbuster third quarter, prompting the company to significantly raise its financial guidance for fiscal 2026 as it builds momentum toward the highly anticipated launch of Grand Theft Auto VI.
Emerson Electric reported fourth-quarter sales of $4.35 billion, aligning with Wall Street estimates, while adjusted earnings of $1.46 per share surpassed projections. The industrial automation giant continues to demonstrate robust profitability despite modest top-line growth.
Take-Two Interactive has raised its annual bookings forecast, fueled by strong performance across its portfolio of premium and mobile games. The company remains on track for the November release of 'Grand Theft Auto VI,' which is poised to set a new financial benchmark for the publisher.
Oracle has moved to reassure stakeholders that financing for its massive Port Washington data center project is proceeding as planned, even as uncertainty swirls around the funding relationship between key partner OpenAI and chip giant Nvidia.
Despite a cooling EV market and recent earnings pressure, Roth Capital's Craig Irwin maintains a bullish $505 price target on Tesla, arguing the stock's long-term catalysts outweigh near-term automotive weakness.
A landmark partnership aims to tackle the core challenges of deploying autonomous AI agents at scale by integrating OpenAI's models directly within Snowflake's governed data environment.
New data reveals a growing financial strain for U.S. car owners, as nearly one-third find themselves owing more on their auto loans than their vehicles are worth. This negative equity, at its highest level in years, is reshaping consumer behavior and posing risks to the broader auto finance market.
German chipmaker Infineon Technologies AG has agreed to acquire a significant portion of ams Osram's sensor business for €570 million, a strategic move set to enhance its offerings in automotive, industrial, and medical markets and add an estimated €230 million in revenue by 2026.
Aviation tech startup Skyryse secures a massive Series C round to finalize FAA approval for its universal SkyOS flight system, promising to simplify helicopter and fixed-wing aircraft operation through automation and touchscreen controls.
OpenAI's CEO Sam Altman characterized the explosive AI bot network Moltbook as a probable fad during the Cisco AI Summit, while asserting that the autonomous agent technology powering it represents a lasting shift. His comments come amid security concerns and a broader debate on AI's evolving role.
